Upcoming Chapter Meetings

Webcast: “Is The Anchored VWAP The Perfect Indicator?” with Brian Shannon, CMT
Sep 27 @ 12:00 pm – 1:00 pm

Price, Time and Volume, these three components are the most important factors to study for profitability in any timeframe and in any market.   We will cover the basics of VWAP like; how its constructed, its role as an execution benchmark vs analysis tool and all the educational information you get from a typical financial presentation.  More importantly, I will show you how to use the Anchored VWAP to make more money in the market regardless of your timeframe.  This is not a sales pitch, it is a challenge to learn!

Boston Chapter Meeting Featuring Jack Hughes, CMT
Sep 27 @ 4:45 pm – 6:00 pm

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Join the Boston Chapter of the CMT Association on September 27th at our next meeting featuring Jack Hughes, CMT. Jack will be sharing his predicative behavioral analytical process using a derivative of market profile and showcasing his long career on investment research alongside fund manager Jerry Jordan.  This meeting with Jack and Jerry,  will take a look at how Jack Hughes’  technical viewpoints are incorporated into the Institutional investment process.

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Date: Wednesday, September 27, 2017


Registration – 4:45 PM – 5:15 PM

Presentation – 5:15 PM – 6:00 PM


MCLE Office, just steps from Downtown Crossing

10 Winter Pl 

Boston, MA 02108

Phone: (617) 482-2205

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

MTAEF Annual Fall Fundraiser
Oct 5 @ 6:00 pm – 9:00 pm

The MTAEF is pleased to announce their 2017 Fall Fundraiser on October 5th, 2017 at 6:00 PM at the prestigious Yale Club in New York City.  Join us for an evening of cocktails, hors d’oeuvres, and a panel of Wall Street experts, headlined by Gina Martin Adams, Mark Newton, Ari Wald, Simon White and moderated by Abigail Doolittle as they talk about the current landscape of the market as we head into 2018!

Tickets: $200
($100 of which counts as a charitable donation)

Yale Club of NYC
50 Vanderbilt Ave
New York, NY 10017

Reserve Your Seat – Register Today!

Please note:  You will be automatically redirected to PayPal to complete your payment.  Your registration is NOT complete until you submit your payment successfully.

Puget Sound Chapter Meeting Featuring Russell Rhoads, CFA
Oct 12 @ 7:00 pm – 8:30 pm

The Puget Sound Chapter of the CMT Association invites you to our next chapter meeting on Thursday, October 12, 2017. We are pleased to have Russell Rhoads, CFA as our guest speaker for this meeting.

Russell Rhoads from the CBOE Options Institute will introduce VIX in the context of being an indicator of concern with respect to the direction of the stock market.  He will discuss what VIX is telling us and how traders should consider factors outside of just the absolute level of VIX when conducting analysis.

Webcast: “Topic to be Announced” with Hima Reddy, CMT
Oct 18 @ 12:00 pm – 1:00 pm

The Educational Web Series is a one hour online lecture that covers an aspect of active investment management.

Hong Kong Chapter Meeting Featuring Paul McLaren @ Bloomberg L.P.
Oct 18 @ 4:30 pm – 6:00 pm

Date: Wednesday, October 18, 2017

Registration: 4:30 PM – 5:00 PM
Presentation: 5:00 PM – 6:00 PM

Volume At Price (VAP) is an extremely useful, easy to use visual tool that confirms other visual indicators. It has not been given much coverage in the Technical Analysis field. Paul will outline both the theory behind the indicator and it’s practical application.

Presenter: Paul McLaren – Managing Director, Enhance Your Options Pty Ltd

Bloomberg L.P.
2 Queen’s Road
Cheung Kong Centre
Central Hong Kong

CMT Exams October 2017
Oct 19 @ 12:00 am – Oct 21 @ 12:00 am

October 2017 CMT Exam Administration

The level I and II exams will be offered October 19 – 21, 2017
The level III exam will be held on October 19, 2017

Registration Dates

Early Registration Begins: June 15, 2017

Standard Registration Begins: August 16, 2017

Registration Deadline: September 19, 2017

Exam Registration Fees

Early Registration: $250

Standard Registration: $350

Eligibility Fees

Membership (annual): $325

Program Enrollment (one-time): $250 

Curriculum (books sold by Wiley)$225+

San Francisco Finance Symposium
Nov 3 @ 1:00 pm – Nov 4 @ 4:00 pm

CMT Association and BehavioralFinance.com are co-hosting the 5th Annual Behavioral Finance Symposium on November 3rd – 4th in San Francisco’s SoMa district. This investment conference is a unique educational event conceived and curated by faculty members from Golden Gate University, UC Berkeley Extension, and University of San Francisco. Partnering with professional organizations, this conference has become a must see event for the financial community.

Now in its fifth year, the Behavioral Finance Symposium will deliver a stellar cast of experts to enlighten you and improve your approach to markets.

The event represents a content-rich educational forum where investment professionals, industry experts, authors, and researchers all come together to advance their understanding of markets and to learn how principles of behavioral finance are being applied to trading and investing. Pioneering content is presented by academic and industry practitioners and the conference agenda is balanced with a full agenda of networking opportunities for all attendees to extend the collaboration between the financial community and Bay Area universities.

New this year, three concurrent workshops with run Friday afternoon and all attendees are invited to attend a celebratory opening reception at Palomino’s from 5-8pm. The conference will continue all day Saturday from 8-4pm. Presentations are all graciously hosted by GGU at their downtown campus just south of market street.

Complete 2017 Agenda, speaker details and registration are available at www.BehavioralFinance.com

Session Agenda:

Friday Workshops: 1:00 PM – 4:00 PM PT

Friday Networking Reception: 5:00 – 8:00 PM PT @ PALOMINO’S

Saturday Conference: 8:00 – 4:00 PM PT

Speakers: Leonard Mlodinow Greg Filbeck, Ph.D., CFA, CAIA 

Saundra David Larry Berman, CFA, CMT, VTA 

Ryan Hamilton, Ph.D. 

Rick Kahler

Sandhya Krishnamurthy 

Shachar Kariv 

Krushna Rana 

Steven Moffit 

Rick Lehman


Women in Technical Analysis (WTA) is a chapter of the Market Technicians Association. The WTA’s objective is to provide a forum for women who are focused on market analysis to network and to exchange ideas.The WTA was founded in 2013 by two industry veterans, Bernadette Murphy and Gail Dudack, who recalled a time when women in finance did more to support each other through different phases in their careers.

Their vision was to create a strong network for today’s industry participants. They recruited Stella Osoba, Salma Abulla and Marnie Owen to chair the organization. Through the support of the Market Technicians Association, the WTA hosts several events per year that offer opportunities for women to collaborate with and to coach one another.

Chapter Chairs

Salma Abdulla, CFA, CMT

Salma Abdulla, CFA, CMTSalma Abdulla, CFA, CMT is a Portfolio Manager for E. Magnus Oppenheim & Co., Inc. She joined the firm in 2005 and is responsible for equity research and portfolio management. Prior to joining E. Magnus Oppenheim & Co., Inc., Salma worked as a Proprietary Futures Trader.
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