The Austin Chapter of CMT Association and CFA Society Austin is co-hosting our next meeting on Tuesday, September 25, 2018.  We are pleased to have Gina Martin Adams, CMT, CFA as our guest presenter.

We encourage you to bring your clients and colleagues interested in the merging of technical, quantitative, and fundamental analysis in portfolio management.

We look forward to seeing you there! Space is limited, please register as soon as possible.

Chad Karnes, CMT
Adam Straseske, CMT
Thomas Vician, CMT
Austin Chapter Chairs

DATE
September 25, 2018

TIME
11:30am – 12:00pm Registration and Networking
12:00pm – 1:00pm Presentation and Lunch

SPEAKER
Gina Martin Adams, CMT, CFA
Chief Equity Strategist, Bloomberg Intelligence

TOPIC
Equity Market Outlook

LOCATION
The UT Club
2108 Robert Dedman Drive
Austin, Texas 78712

REGISTRATION
Free for Members; $40.00 for Non-members
Members:  Please contact Barbara Terry for Discount Code.
Barbara@cmtassociation.org

REGISTRATION DEADLINE
Friday, September 21, 2018 at 5:00pm
*Registration may close earlier due to space limitations.

The Phoenix Chapter of the CMT Association invites you to our next meeting Tuesday, September 25, 2018.  We are pleased to have George A. Schade, Jr, CMT as our guest speaker for this meeting.

We encourage you to bring clients and colleagues interested in technical analysis to this presentation.  We look forward to seeing you there!

Larry Copeland, CMT, CFP
Steve Kern, CMT
Glen Katz, CMT
Phoenix Chapter Chairs 

SPEAKER
George A. Schade, Jr., CMT

TOPIC
The New Era of the Booming 1920s and Its Aftermath: The Biography of Visionary Financial Writer Richard W. Schabacker
George will discuss his newest biography of Richard W. Schabacker who followed his bliss, working in highly charged years believed to be a New Era, brought maturity to his art, and advanced a distinct form of investment analysis.

LOCATION 
Finemark National Bank and Trust
7600 Doubletree Ranch Road
Suite 100
Scottsdale, AZ 85258

REGISTRATION
Free to members and non-members

The Boston Chapter of the CMT Association welcomes you to our next event on Wednesday, September 26, 2018.  We are pleased to have Stephen Suttmeier, CMT, CFA 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!

William Kelleher, CMT, CFA
Boston Chapter Chair

TIME
Registration: 5:00 PM – 5:15 PM
Presentation: 5:15 PM – 6:45 PM

PRESENTER
Stephen Suttmeier, CMT, CFA
Chief Equity Technical Strategist
BofA Merrill Lynch Global Research

TOPIC
The US equity market has generally risen amid a slew of negative headlines. This has been the case for years, but will US equities continue to climb the Wall of Worry?

Join Stephen Suttmeier for a technical analysis outlook into year-end and beyond. Topics include seasonality, Presidential Cycle, Growth vs Value, and the US yield curve with views on US and global equity markets, including emerging markets. Steve will also highlight techniques for group and stock selection as well as flag high conviction bullish and bearish stock charts.

REGISTRATION
Free to members and non-members

LOCATION
MCLE
10 Winter Place
Boston, MA 02108

Please join us at Yvonne’s next door for professional networking after the meeting.

All too often a Technician’s first foray into being quantitative is performing a back test. Statistically, this is one of the worst places to start a quantitative process. A back test that is performed too early is based on many false assumptions and compounds many errors into the process. The result is that the back test returns are rarely repeatable in real life. In this presentation, Mathew will be explaining what these errors are, how we can avoid them (regardless of what tools you use), and reveal a new Monte Carlo method he developed which allows us to review a valid p-score for our models no matter if they are long term trend following or short term mean reversion strategies. Mathew will go on to explain how as Technicians there is a process that we can follow to rigorously test quantitative ideas.

For any Analyst who wants to research new ideas, or be able to present ideas that can stand up to rigorous quantitative scrutiny, this presentation will help you to see that not only is a quantitative approach is achievable, but as Technical Analysts, we are in the best position to drive advanced quantitative models.

Navigating Uncertain Markets – Risk and Reward
Join us for a focused educational discussion of how disciplined investors can navigate uncertainty in the global financial markets. Our presentations will explore a variety of topics affecting all market participants, including:

• Impact of “Trade War” headlines on global asset allocation
• Developing sector level trends, rising interest rates, and our position in the business cycle
• Passive index funds and the return of volatility – opportunities for independent RIAs
• Investor sentiment and the length of the secular bull rally
• Incorporating technical tools into your money management process
• CryptoFX, an investable asset class for clients?

AGENDA
11:30AM    Registration and Refreshments
11:45AM    Welcome Remarks – Brian Humphrey, Ceros Financial Services
12:00PM    Lunch is served
12:30PM    Speaker Introductions – Tyler Wood, CMT Association
12:35PM    Alpha Capture with Power Guage Analytics – Dan Russo, CMT, Chaikan Analytics, LLC
1:10PM      Alternatives, Trade Wars, and Cryptos – Ed Egilinsky, Direxion
1:40PM      Current Trends and Capabilities in Trading – Jon Greene, Head Trader, Ceros Financial Services
2:00PM      Event Concludes

LOCATION
Convene at 101 Park Avenue
101 Park Avenue
New York, NY 10178

REGISTRATION
By invitation.

CONTINUING EDUCATION CREDITS
Three (3) Continuing Education Credits will be earnred by attending this seminar.

Ceros Financial Services, Inc. provides a brokerage platform and consultations to investment management firms. It offers back office solutions, practice enhancing services, access to a range of investment instruments and retirement programs, advisor-branded statements, and others for RIAs and hybrid RIAs. The company also provides tactical management services for tactical managers; and consultative approach and advisor directory solutions. In addition, Ceros Financial Services, Inc. offers advisors with direct access to trade stocks, bonds, options, ETFs, equity, commodities, and futures trading. Further, it provides brokerage and custody, investment management, and mutual fund distribution services.

Direxion builds products for investors who want more than the status quo. Our index-based products deliver directional options, magnified exposure, and long-term, rules-based strategies. Founded in 1997, the company has approximately $14.4 billion in assets under management as of June 30, 2018.

CMT Association is a global credentialing body with nearly 50 years of service to the financial industry. The Chartered Market Technician® (CMT) designation marks the highest education within the discipline and is the preeminent designation for practitioners of technical analysis worldwide. Our market philosophy is grounded in behavioral economics. Technical analysis provides the tools to successfully navigate the gap between intrinsic value and market price across all asset classes through a disciplined, systematic approach to market behavior and the law of supply and demand.

The Chicago Chapter of the CMT Association cordially invites you to our next meeting Thursday, October 11, 2018.  We are pleased to have Stan Harley as our guest speaker for this event.

We encourage you to bring your clients and colleagues interested in technical analysis to this presentation.  We look forward to seeing you there!