Andrew is Managing Director of Halifax New Zealand and has over 15 years’ experience in financial markets. On the academic side, Andrew has a bachelor degree in Economics and Accounting, a Graduate Diploma in Applied Finance and Investment, NZX Diploma, is Series 3 qualified (the United States NFA Futures accreditation) and is ASX Level 2 Derivatives Adviser Accredited. In 2010 Andrew was added to the Larry Williams Hall of Fame for his achievements in the futures industry. On the practical side, Andrew is president of the Share Traders Association of New Zealand (formerly the Society of Technical Analysts NZ, and the ATAA equivalent), worked as a Private Client Research Analyst for JBWere, was a Stock and Derivatives Adviser at Tricom before setting up Strategic Capital Management (which was eventually taken over by Halifax and the name changed to Halifax New Zealand). Andrews main area of expertise is in the design and development of mechanical trading systems in stock and futures markets using technical analysis and quantitative (fundamental) analysis.
Achieving consistency in trading is an elusive goal targeted by all traders. Andrew will show that by combining different types of strategies for both equities and futures markets there is potential to improve overall trading consistency and performance. Using concepts taken from the funds management industry this presentation will outline ideas on how to combine both fundamental and technical analysis into a fully mechanical trading approach. The presentation will also cover what to do in crash years and will introduce introduce short term futures trading concepts that can be used to offset stock market losses in volatile periods.