The Northern Ohio Chapter of the CMT Association welcomes you to our next event on Tuesday, January 15, 2019. We are pleased to have Dave Keller 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!

Scott Richter, CMT CFA CHP
Steve Muir, CMT CFA
Greg Harmon, CMT CFA
Northern Ohio Chapter Chairs

PRESENTER & MODERATOR
Dave Keller, CMT
President
Sierra Alpha Research LLC

TOPIC
2019 Best Ideas Roundtable
David Keller will moderate a roundtable discussion of best investment ideas for 2019. At the beginning of the session, attendees will participate in a secret ballot for market outcomes for the calendar year.  The results will be shared at the end of the meeting. While the votes are tabulated, we’ll have a lightning roundtable discussion where everyone has two minutes to present a best idea. Come prepared to share your outlook for 2019, to learn how your market expectations align with others, and to celebrate the new year with your colleagues in technical analysis.

LOCATION
Rosewood Grill
16740 Royalton Road
Strongsville, OH

REGISTRATION
Free to members and non-members

In the context of our weight of the evidence approach which balances both macro and market factors, we will review our outlook for both the economy and the stock market in 2019. This will include a discussion of the cumulative effects of less accommodative central bank policies, disparities between U.S and global economic trends, what to look for in anticipation of a new cyclical leg higher for stocks.

The Tampa Chapter of the CMT Association and First Trust cordially invite you to our next event on Tuesday, January 29, 2019.  We are pleased to have Dave Keller as our guest speaker.

We encourage you to bring clients and colleagues interested in technical analysis to this presentation. We hope to see you there!

Eric Caisse, CMT, CFP, CFA
Tampa Chapter Chair

AGENDA
6:00PM – 6:30PM Cocktails
6:30PM – 8:00PM Dinner & Program

TOPIC
The Three Time Frames of Technical Analysis
Price momentum is a persistent factor that has stood the test of time. But depending on your time frame, your technical approach should look very different. David will draw on his experience running the largest buyside technical research department in the world to explore how technical analysis can be applied to short-term, medium-term, and long-term investing styles. Attendees will leave with new insights into price dynamics and the behavioral biases that cause price patterns to emerge.

PRESENTER
Dave Keller, CMT
President
Sierra Alpha Research LLC

LOCATION
Tampa Club
101 E Kennedy Blvd #4200
Tampa, FL 33602

REGISTRATION
Free to members and non-members

Mathew will be explaining how he created a dynamic version of market profile and how, through research, they stumbled on an extremely reliable way to identify oversold securities that are ripe for a short term mean reversion trade. Mathew will explain the process step-by-step and share the quantitative results from his research. While this is an in-depth session, it shows how Technical Analysis is still evolving with brand new indicators. Whether you are a short term-trader looking for new ideas, or a long term portfolio manager looking for better timing, this session will give you a lot to think about, and hopefully open your eyes to new ways of leveraging the foundations of TA into your own new indicators.