Trading Systems Portfolio Manager

Richard Gula, Systematic Investment Consulting and Trading Model Development and Applications

Overview : Richard Gula, Argyle Trading Systems, Argyle Investment Consulting.

Current

president at Argyle Futures, president; Director MTA Educational Foundation

president at Argyle Investment Consulting, working with senior portfolio managers at Fidelity Management and Research, consultant at Fidelity Management and Research and Pyramis Global Advisors

consultant, asset allocation and market timing models, emphasis on ETFs and related futures trading at Pulse Trading, Inc

Portfolio manager at Batterymarch and Oechsle International, Boston, with emphasis on emerging markets and international EAFE relationships. Develop and integrated quantitative valuation models with value tilt at Batterymarch, growth at Oechsle.

Head of Technical Analysis and Market Analysis at Putnam and Fidelity

Research and Focus on development of Crypto Currencies.

Education

Harvard University, AM/ABD(1982) Personality & Developmental Psychology,

Harvard College AB/MCL(1971), Psychology and Statistical Modeling

Xavier High School, Middletown, Ct 1963-67

Twitter @argylellc745

Linked in profile: http://www.linkedin.com/profile/edit?trk=hb_tab_pro_top

Argyle Trading ALGOS president; Director MTA Educational Foundation

October 2011– Present (12 years)New York, New York

Director of the Educational Foundation of the Market Technicans' Association. Special emphasis on developing connections with Boston and New England based colleges and universities, and designing new courses in technical trading as appropriate!

Primary emphasis on adapting price research/trading models to volatile futures and forex asset classes. Recent applications to BITCOIN futures in progress. Initial Research initiated in 2002.

Argyle Investment Consulting, President November 2010– Present: Act as alpha/beta coordinator for a variety of Fidelity/Institutional investment managers who seek innovative, high alpha and beta solutions to meet benchmark performance standards. Strong sector and market cap strategic solutions developed integrating fundamental quantitative and innovative technical models. Growing emphasis on ETFs and related futures for technical "keys". Regular weekly conference calls with clients from 2002 to present. Custom market opportunity models developed for value, growth, small cap, mid cap, and international equities for Fidelity clients and several outside clients at Carret Asset Management in NY and Philadelphia Trust Company. Consultant to Larry Jeddeloh of TIS Group, Minneapolis, 2005 to present. Consultant to Hagin Investment Management, NYC, 2013-2015, developing custom quantitative stock selection model. Regular contributor on Frontier Markets for VoiceAmerica live internet weekly radio program for Gavin Graham and Al Emid, Toronto. Regularly quoted in Global Finance magazine.

Fidelity Management and Research and Pyramis Global Advisors, consultant

2000– Present (23 years) Price & Valuation Opportunity Analytics. AI applications.

Provide technical overlays via proprietary models for price opportunity in sectors, industries, and individual stocks. Active analysis of ETFs and futures to enhance process. Developed innovative price cycle models for active managers, global focus, EAFE and MSCI Emerging Market focus.

argyle trading systems llc, president and principal

January 2000– Present (23 years plus)

Develop and trade advanced technical/algo trading systems for SP & equity futures, bond, crude futures, forex and gold. trading STOXX and Global BUND futures on EUREX, familiar with multi currency trading platforms.

Fidelity Management and Research, Boston, MA..Director of Technical Analysis Research, 1996-1999. Reported to Gary Burkhead, President of FMR Co., and Edward Johnson III, Chairman of Fidelity. Information on request. Developed quantitative price trend and liquidity models. Developed (confidential)internal research models to evaluate FMR Co. analysts and portfolio managers for Chairman. Advanced Technical Department contribution to stock selection and sector allocation.

BayBanks Investment Management, Boston, Ma, Chie Investment Officer,BayBanks Inc., Executive Vice President,1993-1996 (bank sold to BankBoston)

Full operational and investment strategy responsibility for $4 billion SEC Registered investment advisory firm. Chaired Operations Committee, Investment Advisory Strategy Committee, and Client Marketing Liaison Committee. Member of BayBanks Capitol Markets Committee. Oversaw all budgetary matters, fiduciary mandates, ADV updates and SEC regulatory matters.

Reported to Vice Chairman and Bank Chairman regarding all system and personnel matters.

Asset base included Mutual Funds, individual Trust and Wealth Management portfolios, and $1 billion is institutional defined benefit and contribution portfolios. Full reporting and relationship responsibility with external consultants. Installed new accounting and trading systems.

Oechsle International Advisors, Boston, Ma. International Portfolio Manager, 1991-1993 Global Strategist, head of Technical Analysis, Head of Custom Index Design, designed and managed custom portfolios for clients with special restrictions (No Japan, South Africa free).Managed $350 million. Quantitative models applied as overlay to firm's internal fundamental research. Extensive FOREX research for Walter Oechsle, Senior Partner

Batterymarch Financial Managment, Trustee and Senior Portfolio Manager -International, Emerging Markets funds mgt. 1984– 1991 (7 years)

Chief Architect of international and emerging market investment models and portfolio management, responsible for top quartile performance for both products on rolling 5 year basis, 1990. Managed in excess of $2 billion in global assets. Develop and apply quantitative models.). Originated all data and models for first Batterymarch Brazil Fund and Equity Fund of Latin America. Pioneer in quantitative investment management in Latin America. Did additional direct investment work in East Germany and for the Russian Equity Fund.

Note: Was primary contributor to first design efforts of the IRRC of Robert Monks, with special focus on shareholder rights, anti poison pill mandates, and early ESG awareness at Board level.

Putnam Management and Advisory Companies, Boston MA. Director of Market Analysis, Vice President. Responsible for full market analytics, and forecasts, to President of Advisory Company and Board of Directors of Mutual Fund/Management Company, 1981-1984.Integrated quantitative valuation, price pattern, and liquidity models for both defined benefit and mutual fund managers. Presented market forecasts to Putnam Board of Directors quarterly. Member of Asset Allocation Committee for defined benefit accounts.

Bear, Stearns and CO., Boston, Ma.. 1977-1980. Research associate developing direction price volume models applied to options trading and stock watch list evaluation for major retail brokerage team. Tucker, Anthony and RL Day: retail broker licensed, developed first comprehensive model for options trading based on underlying stock volume trading patterns using Apple II computer.

Harvard University, Cambridge, Ma. 1972-1978, Assistant Dean of Freshmen, Harvard Admissions staff member, statistical research assistant in Office of Tests, Alston Burr Senior Tutor for South House, Radcliffe College.

Voting member of Harvard Faculty, 1976-77.Teaching Fellow in Social Relations for Dr. George Goethals in Adolescent Psychology course. Statistical consultant to Beth Israel psychiatrist research team on psychology components of therapeutic abortion. Statistical consultant to Outward Bound regarding program effectiveness regarding enhanced self image for participants.

Ph.D. Candidate in Personality and Developmental Psychology, 1971-1977. Minor in Statistical Testing of Psychological Models/Concepts, Minor at Harvard Business School in Organizational Behavior and Diagnosis (with Prof. Harry Levinson.) Completed all requirements but dissertation. Research assistant to Dr. David Armor who created DataText, social science statistical package. Extensive applied statistics experience and data modeling.

Harvard College, Cambridge, MA. 1967-1971, AB, Magna Cum Laude, Harvard National Scholar 1970-71, research field work in Ngecha, Kenya, testing concepts of Jean Piaget on tribal population, resulting in published work listed on Amazon via University of East Africa Press. Worked with Professor John Whiting and his Kenyan based Child Development Research Unit. Field work with Project Place, working on streets with runaways from home. Accomplished photographer, developed own film and printed enlargements. Summer research on Police Behavior in Mass Behavior Stress Situations (1970) with Professor Gary Schwartz.

Elected to Middletown, Ct. Sports Hall of Fame, February, 2012., via athletic excellence at Xavier High School, Middletown, as part of first graduating class.

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