Katie Stockton

Katie Stockton

Founder & Managing Partner Fairlead Strategies
Katie Stockton
Katie Stockton, CMT, is the Founder and Managing Partner of Fairlead Strategies, LLC, an independent research firm and registered investment advisor based in Greenwich, Connecticut. Fairlead specializes in technical analysis and disciplined, rules-based investment strategies, including the Fairlead Tactical Sector ETF (TACK), which applies sector rotation and asset-allocation techniques to help investors navigate evolving market conditions. Katie is an official CNBC Contributor recognized for her objective coverage of financial markets. She is frequently featured across major media outlets, such as Barron's, The Wall Street Journal, and MarketWatch. With more than two decades of Wall Street experience, Katie has delivered technical research and strategic insights to leading institutional investors. Before founding Fairlead, she served as Chief Technical Strategist at BTIG and Chief Market Technician at MKM Partners, with prior roles at Morgan Stanley and Wit Soundview. Katie earned the Chartered Market Technician (CMT®) designation in 2001 and served as Vice President of the CMT Association from 2012 to 2016. She also served on the Board of Directors of Cary Street Partners from 2023 to 2025. She holds a BSBA with honors from the University of Richmond.

Main Day 1 | June 16, 2026

4:45 PM Fireside Chat - Raising Your Active ETFs Game: How Can You Leverage Product Innovation to Enhance Liquidity Management and Market Impact?

ETFs have evolved beyond passive instruments. This session explores how traders can harness active bond ETFs, private credit ETFs, and other product innovations to improve liquidity management, optimize execution, and capture tactical opportunities. Learn how next-generation ETF strategies can enhance portfolio flexibility, support trading objectives, and deliver value in both institutional and retail markets.

Check out the incredible speaker line-up to see who will be joining Katie.

Download The Latest Agenda