Striving to further the profession with diverse opportunities in continuing education, advocacy, ethics awareness, and networking.
The New York Chapter of the CMT Association invites you to our next chapter meeting on Tuesday, October 22, 2019. We are pleased to have Sam Stovall as our guest speaker.
We encourage you to bring clients and colleagues interested in technical analysis and the markets to this presentation. We hope to see you there!
Dan Russo, CMT
Michael Sroga, CMT
Alan Lax, CMT
Jay Woods, CMT
Tom Bruni, CMT
New York Chapter Chairs
SPEAKER
Sam Stovall, CFP
Chief Investment Strategist
CFRA Research
TOPIC
The Rules Rule! (Rules-Based ETF Rotation Strategies that Beat the Market)
Emotions are an investor’s worst enemy, causing them to buy at the top, sell at the bottom, and play “whack a mole” in between. However, history shows that by embracing a rules-based investment approach, one can extract their emotions from the investment process, improve performance, and reduce volatility.
Sam Stovall will discuss market-beating sector-rotation strategies that leverage seasonality, momentum and correlation. For instance, “Sell in May and Go Away” is more than an old Wall Street axiom that reminds investors of summertime softness. It also shows that rotating among sectors, rather than retreating from stocks entirely, would have beaten the market by more than 500 basis points per year. Come hear Sam talk about whether investors should “let their winners ride” by investing in last year’s top performing S&P 500 sub-industries or “buy low and sell high” by constructing a portfolio of last year’s worst performing groups. Finally, he will show us that pairing tech – the best performing sector over the past 20 years – with a less volatile group not only substantially reduced volatility but also improved results.
REGISTRATION
You must register before 2:00PM on 10/22/2019 to get through Security in the Lobby.
Free to members and non-members.
The efficient portfolio is the one that has the highest return vs. risk (volatility) taken. The most efficient portfolio is a moving target because prices, correlations and volatility are dynamic. We will introduce how an efficient portfolio can be constructed and maintained through the use of technical analysis principles.
The Richmond Chapter of the CMT Association and CAIA Association welcomes you to our next event on Wednesday, October 23, 2019. We are pleased to have John Ellison as our guest speaker.
We encourage you to bring clients or colleagues interested in technical analysis and the markets to this presentation. We hope to see you there!
Cody Tafel, CMT
Chapter Chair
Richmond Chapter
TOPIC
Building A Robust Process for Trading Financial Markets
SPEAKER
John Ellison, CFA
Managing Member, Richmond Quantitative Advisors
TIME
6:30PM
LOCATION
University of Richmond
Robins School of Business
Room 223
102 UR Drive
Richmond, VA
REGISTRATION
Free to members and non-members
The Northern Ohio Chapter of the CMT Association welcomes you to our next event on Thursday, October 24, 2019. We are pleased to have JC Parets as our guest speaker for this event.
We encourage you to invite clients or colleagues interested in technical analysis to this presentation. We hope to see you there!
Greg Harmon, CMT CFA
Steve Muir, CMT CFA
Patrick McKenna, CMT
Northern Ohio Chapter Chairs
Kevin Pietrzyk, CFTe
Northern Ohio Chapter Liaison
SPEAKER
JC Parets, CMT
Founder, All Star Charts
TOPIC
Using a Top/Down Intermarket Approach To Buy Stocks
JC will walk you through his top/down intermarket approach to find stocks showing momentum and relative strength. This will increase the probabilities of success and help you identify asymmetrical risk vs reward opportunities skewed in your favor. The presentation will begin with a global macro review, followed by a look at the intermarket complex and then will move more towards the sector and individual stock level. A Weight-of-the-evidence approach to markets will be the main focus. There will be time left for Q&A so bring your best questions!
LOCATION – NEW
Strategic Wealth Partners
5005 Rockside Road #1200
Independence, OH 44131
REGISTRATION
$10 for CMT & CFA members; $20 for non-members
Join us at the annual Trade Ideas Summit where we gather a group of financial and investing thought leaders for a series of talks, lively panel discussion, catered breakfast, lunch, and networking happy hour to finish it off.
AGENDA
8:30AM Check in / breakfast
9:30AM Dan Mirkin — Welcome
9:40AM David Aferiat — State of industry
9:50AM Peter Mulmat — Small Exchange
10:20AM Steve Stazza and Tom Bruni — Allstar Charts
10:50AM Break
11:10AM Paul Bratby — FifthWave
11:40AM Tyler Wood — CMT Association
12:10PM Lunch
1:30PM Sean McLaughlin or David Aferiat — FinTech announcements
1:40PM Don Hensley — Sprint Trader sponsor
2:00PM Jeff Macke — Jeff Macke
2:30PM Break
2:50PM Theresa Carey — Theresa Carey
3:20PM Brian Shannon — Alphatrends
3:50PM Brian Shannon — Q&A
4:00PM Panelists — Jane Gallina | Brian Lund | Anthony Joseph | Andrew Aziz | Patrick Weiland
5:00PM Happy Hour
DATE
October 26, 2019
LOCATION
The University Club atop Symphony Towers
750 B St Suite 3400
San Diego, CA 92101
REGISTRATION
*CMT Association special RSVP price of $50 limited to 20 uses. Please refer to the CMT Discount Page for Discount Code.
Full price tickets are $275.
The UK Chapter of the CMT Association invites you to our meeting Monday, October 28, 2019. We are pleased to have Ralph Acampora as our guest speaker.
We encourage you to bring clients and colleagues interested in technical analysis and the markets to this presentation. We look forward to seeing you there!
Alex Spiroglou
UK Chapter Chair
TOPIC
The Investment Scene Between Now & Year-End
PRESENTER
Ralph Acampora, CMT
Managing Director & Senior Technical Research Analyst
Altaira
TIME
18:00
LOCATION
CMC Markets
133 Houndsditch
London EC3A 7BX
REGISTRATION
Free to members and non-members
The Puget Sound Chapter of the CMT Association invites you to our chapter meeting on Thursday, November 14th, 2019. We are pleased to have one of our chapter co-chairs Carl Jorgensen as our guest speaker presenting Even More Efficient Options Trading.
We encourage you to bring clients or colleagues interested in technical analysis or options trading to this presentation.
Complete event details are listed below. We hope to see you there!
Leslie Jouflas, CMT
Brant Greene, CMT
Carl Jorgensen
Puget Sound Chapter Chairs
DATE
Thursday, November 14, 2019
TIME
7:00PM – 8:30PM
TOPIC
Even More Efficient Options Trading
With the transition to ‘Free’ Commissions in early October, we will look at the impact this cost savings will have on the markets and trading efficiency. We’ve updated our analysis & examples with these cost savings and will re-visit these findings. Carl will share from his 20+ years of Options Trading experience methods of using Technical Analysis and common chart patterns to identify an ‘edge’, then matching that opportunity with an appropriate Options strategy. This presentation is not an introduction to Options but will focus on the effective application of Options Trading. Having a basic understanding of Options will help a great deal with following this brief yet information packed presentation.
LOCATION
First Floor Conference Room
101 Elliott Ave W (The old Seattle PI Building)
Seattle, WA 98119
Annual seasonality and cycles of other length can be a valuable tool for improving your trading and investing results. Recurring events such as tax deadlines, holidays, futures contract expirations and company-specific events influence the prices of commodities, indices and individual stocks. In his presentation, Dimitri Speck will show that seasonality undoubtedly exists in many instruments and how you can implement it in your existing trading approaches.
The New York Chapter of the CMT Association invites you to our next chapter meeting on Wednesday, November 20, 2019. We are pleased to have Gina Martin Adams as our guest speaker.
We encourage you to bring clients and colleagues interested in technical analysis and the markets to this presentation. We hope to see you there!
Dan Russo, CMT
Michael Sroga, CMT
Alan Lax, CMT
Jay Woods, CMT
Tom Bruni, CMT
New York Chapter Chairs
SPEAKER
Gina Martin Adams, CMT, CFA
Chief Equity Strategist and Director of Global Equity Strategy, ETF and ESG Research
Bloomberg Intelligence, a division of Bloomberg LP
TOPIC
Equity Market Outlook: When will the bell ring on the bull market?
Heightened policy risks, tighter financial conditions and weak economic growth continue to plague risk tolerance globally, yet U.S. stocks remain close to all time highs. Join us for a discussion on what is in store for equity markets in the year ahead. Gina will offer an outlook for global equity markets, using an approach that combines fundamental, technical and quantitative analysis. The discussion will include a review of sector, style and factor strategies, as well as country and inter-market analysis.
LOCATION
WeWork Offices
25 Broadway, 9th Floor Lounge
New York, NY 10004
REGISTRATION
Free to members and non-members
You must register to attend. After Building Security, proceed to 9th Floor. The event is on the 9th Floor Lounge.
The Richmond Chapter of the CMT Association welcomes you to our event on Wednesday, November 20, 2019. We are pleased to have Katie Stockton as our guest speaker.
We encourage you to bring clients or colleagues interested in technical analysis and the markets to this presentation. We hope to see you there!
Cody Tafel, CMT
Chapter Chair
Richmond Chapter
TOPIC
Top-Down Technicals in a Macro Environment
Katie will present her preferred tools for evaluating markets from a top-down perspective, especially important in today’s macro environment. She will share her methodology with attendees, starting with an evaluation of important levels and trends for macro-level indices. Katie will impart her current views derived from a collection of indicators that can be applied to any market.
SPEAKER
Katie Stockton, CMT
Managing Partner, Fairlead Strategies, LLC
LOCATION
University of Richmond
Robins School of Business
Room 223
102 UR Drive
Richmond, VA
REGISTRATION
Free to members and non-members
The New York Chapter of the CMT Association invites you to our next chapter meeting on Tuesday, October 22, 2019. We are pleased to have Sam Stovall as our guest speaker.
We encourage you to bring clients and colleagues interested in technical analysis and the markets to this presentation. We hope to see you there!
Dan Russo, CMT
Michael Sroga, CMT
Alan Lax, CMT
Jay Woods, CMT
Tom Bruni, CMT
New York Chapter Chairs
SPEAKER
Sam Stovall, CFP
Chief Investment Strategist
CFRA Research
TOPIC
The Rules Rule! (Rules-Based ETF Rotation Strategies that Beat the Market)
Emotions are an investor’s worst enemy, causing them to buy at the top, sell at the bottom, and play “whack a mole” in between. However, history shows that by embracing a rules-based investment approach, one can extract their emotions from the investment process, improve performance, and reduce volatility.
Sam Stovall will discuss market-beating sector-rotation strategies that leverage seasonality, momentum and correlation. For instance, “Sell in May and Go Away” is more than an old Wall Street axiom that reminds investors of summertime softness. It also shows that rotating among sectors, rather than retreating from stocks entirely, would have beaten the market by more than 500 basis points per year. Come hear Sam talk about whether investors should “let their winners ride” by investing in last year’s top performing S&P 500 sub-industries or “buy low and sell high” by constructing a portfolio of last year’s worst performing groups. Finally, he will show us that pairing tech – the best performing sector over the past 20 years – with a less volatile group not only substantially reduced volatility but also improved results.
REGISTRATION
You must register before 2:00PM on 10/22/2019 to get through Security in the Lobby.
Free to members and non-members.
The efficient portfolio is the one that has the highest return vs. risk (volatility) taken. The most efficient portfolio is a moving target because prices, correlations and volatility are dynamic. We will introduce how an efficient portfolio can be constructed and maintained through the use of technical analysis principles.
The Richmond Chapter of the CMT Association and CAIA Association welcomes you to our next event on Wednesday, October 23, 2019. We are pleased to have John Ellison as our guest speaker.
We encourage you to bring clients or colleagues interested in technical analysis and the markets to this presentation. We hope to see you there!
Cody Tafel, CMT
Chapter Chair
Richmond Chapter
TOPIC
Building A Robust Process for Trading Financial Markets
SPEAKER
John Ellison, CFA
Managing Member, Richmond Quantitative Advisors
TIME
6:30PM
LOCATION
University of Richmond
Robins School of Business
Room 223
102 UR Drive
Richmond, VA
REGISTRATION
Free to members and non-members
The Northern Ohio Chapter of the CMT Association welcomes you to our next event on Thursday, October 24, 2019. We are pleased to have JC Parets as our guest speaker for this event.
We encourage you to invite clients or colleagues interested in technical analysis to this presentation. We hope to see you there!
Greg Harmon, CMT CFA
Steve Muir, CMT CFA
Patrick McKenna, CMT
Northern Ohio Chapter Chairs
Kevin Pietrzyk, CFTe
Northern Ohio Chapter Liaison
SPEAKER
JC Parets, CMT
Founder, All Star Charts
TOPIC
Using a Top/Down Intermarket Approach To Buy Stocks
JC will walk you through his top/down intermarket approach to find stocks showing momentum and relative strength. This will increase the probabilities of success and help you identify asymmetrical risk vs reward opportunities skewed in your favor. The presentation will begin with a global macro review, followed by a look at the intermarket complex and then will move more towards the sector and individual stock level. A Weight-of-the-evidence approach to markets will be the main focus. There will be time left for Q&A so bring your best questions!
LOCATION – NEW
Strategic Wealth Partners
5005 Rockside Road #1200
Independence, OH 44131
REGISTRATION
$10 for CMT & CFA members; $20 for non-members
Join us at the annual Trade Ideas Summit where we gather a group of financial and investing thought leaders for a series of talks, lively panel discussion, catered breakfast, lunch, and networking happy hour to finish it off.
AGENDA
8:30AM Check in / breakfast
9:30AM Dan Mirkin — Welcome
9:40AM David Aferiat — State of industry
9:50AM Peter Mulmat — Small Exchange
10:20AM Steve Stazza and Tom Bruni — Allstar Charts
10:50AM Break
11:10AM Paul Bratby — FifthWave
11:40AM Tyler Wood — CMT Association
12:10PM Lunch
1:30PM Sean McLaughlin or David Aferiat — FinTech announcements
1:40PM Don Hensley — Sprint Trader sponsor
2:00PM Jeff Macke — Jeff Macke
2:30PM Break
2:50PM Theresa Carey — Theresa Carey
3:20PM Brian Shannon — Alphatrends
3:50PM Brian Shannon — Q&A
4:00PM Panelists — Jane Gallina | Brian Lund | Anthony Joseph | Andrew Aziz | Patrick Weiland
5:00PM Happy Hour
DATE
October 26, 2019
LOCATION
The University Club atop Symphony Towers
750 B St Suite 3400
San Diego, CA 92101
REGISTRATION
*CMT Association special RSVP price of $50 limited to 20 uses. Please refer to the CMT Discount Page for Discount Code.
Full price tickets are $275.
The UK Chapter of the CMT Association invites you to our meeting Monday, October 28, 2019. We are pleased to have Ralph Acampora as our guest speaker.
We encourage you to bring clients and colleagues interested in technical analysis and the markets to this presentation. We look forward to seeing you there!
Alex Spiroglou
UK Chapter Chair
TOPIC
The Investment Scene Between Now & Year-End
PRESENTER
Ralph Acampora, CMT
Managing Director & Senior Technical Research Analyst
Altaira
TIME
18:00
LOCATION
CMC Markets
133 Houndsditch
London EC3A 7BX
REGISTRATION
Free to members and non-members
The Puget Sound Chapter of the CMT Association invites you to our chapter meeting on Thursday, November 14th, 2019. We are pleased to have one of our chapter co-chairs Carl Jorgensen as our guest speaker presenting Even More Efficient Options Trading.
We encourage you to bring clients or colleagues interested in technical analysis or options trading to this presentation.
Complete event details are listed below. We hope to see you there!
Leslie Jouflas, CMT
Brant Greene, CMT
Carl Jorgensen
Puget Sound Chapter Chairs
DATE
Thursday, November 14, 2019
TIME
7:00PM – 8:30PM
TOPIC
Even More Efficient Options Trading
With the transition to ‘Free’ Commissions in early October, we will look at the impact this cost savings will have on the markets and trading efficiency. We’ve updated our analysis & examples with these cost savings and will re-visit these findings. Carl will share from his 20+ years of Options Trading experience methods of using Technical Analysis and common chart patterns to identify an ‘edge’, then matching that opportunity with an appropriate Options strategy. This presentation is not an introduction to Options but will focus on the effective application of Options Trading. Having a basic understanding of Options will help a great deal with following this brief yet information packed presentation.
LOCATION
First Floor Conference Room
101 Elliott Ave W (The old Seattle PI Building)
Seattle, WA 98119
Annual seasonality and cycles of other length can be a valuable tool for improving your trading and investing results. Recurring events such as tax deadlines, holidays, futures contract expirations and company-specific events influence the prices of commodities, indices and individual stocks. In his presentation, Dimitri Speck will show that seasonality undoubtedly exists in many instruments and how you can implement it in your existing trading approaches.
The New York Chapter of the CMT Association invites you to our next chapter meeting on Wednesday, November 20, 2019. We are pleased to have Gina Martin Adams as our guest speaker.
We encourage you to bring clients and colleagues interested in technical analysis and the markets to this presentation. We hope to see you there!
Dan Russo, CMT
Michael Sroga, CMT
Alan Lax, CMT
Jay Woods, CMT
Tom Bruni, CMT
New York Chapter Chairs
SPEAKER
Gina Martin Adams, CMT, CFA
Chief Equity Strategist and Director of Global Equity Strategy, ETF and ESG Research
Bloomberg Intelligence, a division of Bloomberg LP
TOPIC
Equity Market Outlook: When will the bell ring on the bull market?
Heightened policy risks, tighter financial conditions and weak economic growth continue to plague risk tolerance globally, yet U.S. stocks remain close to all time highs. Join us for a discussion on what is in store for equity markets in the year ahead. Gina will offer an outlook for global equity markets, using an approach that combines fundamental, technical and quantitative analysis. The discussion will include a review of sector, style and factor strategies, as well as country and inter-market analysis.
LOCATION
WeWork Offices
25 Broadway, 9th Floor Lounge
New York, NY 10004
REGISTRATION
Free to members and non-members
You must register to attend. After Building Security, proceed to 9th Floor. The event is on the 9th Floor Lounge.
The Richmond Chapter of the CMT Association welcomes you to our event on Wednesday, November 20, 2019. We are pleased to have Katie Stockton as our guest speaker.
We encourage you to bring clients or colleagues interested in technical analysis and the markets to this presentation. We hope to see you there!
Cody Tafel, CMT
Chapter Chair
Richmond Chapter
TOPIC
Top-Down Technicals in a Macro Environment
Katie will present her preferred tools for evaluating markets from a top-down perspective, especially important in today’s macro environment. She will share her methodology with attendees, starting with an evaluation of important levels and trends for macro-level indices. Katie will impart her current views derived from a collection of indicators that can be applied to any market.
SPEAKER
Katie Stockton, CMT
Managing Partner, Fairlead Strategies, LLC
LOCATION
University of Richmond
Robins School of Business
Room 223
102 UR Drive
Richmond, VA
REGISTRATION
Free to members and non-members