Join us for the upcoming in-person joint event between CMT Association and DIFC Academy where we come together to explore the world of Technical Analysis and its relevance to all front office and alpha capture workflows. This immersive half-day workshop with our below-listed speakers highlights practitioners’ use of technical analysis across multiple timeframes and investment strategies. During these sessions, we explore topics like market behavior, risk management, leveraging chart patterns, trend analysis, and cutting-edge indicators.
Whether you’re a seasoned investor or just starting your journey, you’ll gain invaluable insights and practical tools to navigate today’s dynamic markets with confidence. Capitalize on the opportunity to build your TA knowledge and network with like-minded professionals.
Agenda:
9:30 AM-9:50 AM
Registration & Networking
9:50 AM – 10:20 AM
Embark on Your Journey: Beginning with Technical Analysis
Dive into the exciting world of technical analysis with Ramy as he shows you the simplicity of the subject and its application to alpha capture roles. This session helps demystify the basics of
technical analysis, exploring key concepts, chart patterns, and indicators. Setting the foundation of the day and the beginning of your continuing education journey towards understanding market trends and making informed investment decisions.
Ramy Rashad, CMT
SVP – Head of Technical Trading, Al Ramz Capital
10:20 AM – 10:50AM
Tactical Tools for Long-Term Investors
Join Nicholas Khan-Roper, as he delves into the intricate world of technical analysis and its application in managing multi-asset portfolios. In this session, Nick will unveil his expert process for balancing risk management and alpha generation through technical analysis. Discover how technical analysis can be leveraged across all asset classes and timeframes. Whether you’re a long-term investor looking to enhance profit-taking strategies, implement incremental stop losses, or apply momentum studies for entry and exit rules, this session will equip you with the knowledge and tools to refine your investment process. Drawing from the CMT Program’s tactical strategies, Nick will provide actionable insights that can be directly incorporated into your investment approach. In addition, Nick will explore the principles of private client investment within the current regulatory landscape, emphasizing the importance of meticulous planning, strategic asset allocation and effective structuring. Learn how to identify and meet the unique investment requirements of your clients, ensuring their portfolios are optimally aligned with their financial goals.
Nicholas Khan Roper
Chief Investment Officer & Head Of Wealth Management – Single Family Office
10:50AM – 11:20AM
“Charting the Course”
Join Sunil Garg, CMT brings with him over 25 years of market experience, including 16 years at J.P. Morgan as Head of International Equity Research. Sunil brings a profound understanding of market dynamics and in his session, Sunil will mentor on analyzing market dynamics leveraging a combination of Fundamental and Technical Analysis. As the global economy transitions amidst financial and geopolitical tensions, Sunil will share his team’s objective, evidence-based approach to combining fundamental and technical analysis. This session will emphasize how to effectively study market cycles, human behavior, and the irrefutable laws of supply and demand to navigate uncertain times. You will learn how to apply various quantitative methods and classical tools to understand and predict current market dynamics, ensuring you are well-prepared for the year ahead. By focusing on the integration of fundamental analysis with technical insights, Sunil will demonstrate how this comprehensive approach can provide a clearer, more robust understanding of market conditions during periods of adversity and volatility, enhancing your ability to make informed decisions in the ever-evolving financial landscape.
Sunil Garg, CMT
Chief Investment Officer -Lighthouse Canton
11:20AM – 11:50AM
Deciphering Markets: An Interactive Exploration of Current Markets and Technical Analysis
Join Tom and Eoghan for an engaging workshop designed to put you at the center of current markets. This interactive session will feature a dynamic exchange with audience members, inviting diverse perspectives and live discussions on market trends. Dive into the heart of the action as we examine the latest studies deciphering and shaping today’s markets, covering Oil, Gold, Equities, FX, Crypto, and Treasury yields. Together, we’ll explore various techniques and strategies, delving into the art of backtesting without being overwhelmed with data. This session aims to build consensus around market insights, review markets, and discuss effective techniques for trend following and momentum. Our speakers will kickstart the session by introducing key concepts in trend following and momentum, setting the stage for a deeper exploration of event trending and mean-reverting strategies.
Tom Robson, CMT, CAIA, FRM
Country Manager – U.A.E and Kuwait Country Manager, Bloomberg L.P.
Eoghan Leahy, CMT, CAIA
Chief Executive Officer, Quant Market Intelligence Ltd.
11:50AM – 12:00PM
Closing Remarks
