About the Speaker

Katie Stockton
Founder and Managing Partner
Fairlead Strategies, LLC
Katie Stockton, CMT is founder and managing partner of Fairlead Strategies, LLC, an independent research firm and investment advisor focused on technical analysis. She is also the portfolio manager for the Fairlead Tactical Sector ETF (TACK). Prior to forming Fairlead Strategies, Katie spent more than 20 years on Wall Street providing technical research and advice to institutional investors. Most recently, she served as chief technical strategist for BTIG and Chief Market Technician at MKM Partners. She also worked for technical strategy teams at Morgan Stanley and Wit Soundview. With help from the Fairlead Strategies team, Ms. Stockton provides research and consulting services to institutions and individuals. She frequently shares her views on CNBC as an official CNBC contributor, as well as other financial media outlets.
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Speaker Schedule
Wednesday, May 21, 2025, 11:55 am - 12:25 pm EDT
Taking a TACK-tical Approach to Market Volatility
Katie Stockton |Fairlead Strategies, LLC

Join this session with Katie Stockton as she covers the strategy behind TACK and the benefits of tactical sector investing and asset allocation. Katie will also share her market outlook, the benefits of active management, and the appeal of ETFs versus mutual funds. 

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