The CMT Association Midwinter Retreat is a leading investment management conference focused on active and tactical portfolio management discipline. Bringing together financial professionals to engage in thought provoking education sessions and meaningful networking, our conference will feature instructive content and idea generation from renowned fund managers, analysts, and strategists.
The Midwinter Retreat is open to private wealth managers, investment advisors, research analysts, and other financial services professionals. Members of CMT Association, CFA Institute and others are invited to join in this remarkable exchange of pioneering ideas driving industry innovation for practitioners of technical analysis worldwide.
The Tampa Club will host more than 100 attendees representing Investment Advisors, Hedge Funds, and Family Offices in a beautiful venue with sweeping panoramic views of Tampa Bay. The Tampa Club provides an elegant and sophisticated venue for both learning and professional networking. The event will showcase leading practitioners from across the country who have established disciplined approaches to market analysis and money management, showcasing cutting-edge insights on equity market dynamics, cross-asset relationships, and next-generation strategy development.
CMT Association has hosted inspiring conferences and groundbreaking research for over 50 years. Join us in connecting the world of financial practitioners as we explore global investing in 2024 and beyond.
AGENDA |
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|---|---|
| 9:30am | REGISTRATION & REFRESHMENTS AT THE TAMPA CLUB |
| 9:45am | ROB PALLADINO, CMT & ERIC CAISSE, CMT, CFA, CFP Opening Address |
| 10:00am | CRAIG JOHNSON, CMT, CFA “Charting the Course” for 2024 |
| 10:55am | VINCENT RANDAZZO, CMT Prices Alone Can be Misleading |
| 11:50am | CHRISTOPHER MORTIMER Are you Bullish, Bearish or Buffered? |
| 12:20pm | LUNCH |
| 1:15pm | MARK DIBBLE & JOHN KOLOVOS, CMT, CFA Tactical Tools for Long-Term Investors |
| 2:15pm | BUFF DORMEIER, CMT The Volume Factor |
| 3:00pm | SHAWN EDWARDS Alpha Capture Using leverage & Inverse ETFs |
| 3:20pm | NETWORKING BREAK |
| 3:45pm | BOB FARRELL AND WALTER DEEMER Fireside Chat |
| 5:00pm | NETWORKING RECEPTION |
| 6:00pm | EVENT CONCLUDES |
REGISTRATION
Early Registration – Available on or before January 10, 2024
• $175 Members
• $250 Non-members
Standard Registration – January 11 – February 2, 2024
• $200 Members
• $295 Non-members
HOTEL
Hotel Accommodations available at Le Meridien Tampa, and many surrounding luxury hotels in the downtown corridor.
https://www.marriott.com/en-us/hotels/tpamd-le-meridien-tampa-the-courthouse/overview/
