2025 CMT Global Investment Summit

Speakers

Ralph Acampora, CMT
Advisor, Family Fund & Founder CMT Association
Laurence Balanco, CMT
Technical Analyst, CLSA Australia Pty Ltd
Brennan Basnicki, CMT, CFA
Partner & Product Specialist, Auspice Capital Advisors
Vernon Bice, CMT
Portfolio Manager & Managing Director, Lord, Abbett & Co. LLC
James Brodie, CMT
Head of Learning & Development, Onyx Capital Group.
Jyoti Budhia
SEBI Registered Research Analyst, Independent Financial Markets Consultant
Tom Bruni, CMT
Editor-in-Chief & VP of Community, Stocktwits
Saad Chalabi, CFA, CMT
Chief Executive Office, xCube
Foram Chheda, CMT
Technical Research Analyst & Founder, ChartAnalytics.co.in
Andreas Clenow, CMT
Chief Investment Officer, GetHush.App, ACIES Asset Management
Akshay Chinchalkar, CMT, EPAT
Head of Research | Content | Corporate Communications, Axis Securities Limited
Jake Damien Chow, CMT
Director of Portfolio Management, CGS International Securities Singapore
Dr. Kelly Corbiere, CMT, CFA, CFP
Vice-President, CMT Association Board of Directors
David Cox, CMT, CFA, FCSI, FMA, BMath
Senior Portfolio Manager, Financially INsync
Jamie Coutts, CMT
Chief Crypto Analyst, Real Vision
Damanick Dantes, CMT
Founder & Principal, Dantes Outlook LLC
Buff Dormeier, CMT
Chief Technical Analyst, Kingsview Wealth Management
Yara Fanek, CFA, CMT
FX trader and technical strategist, Independent
Chris Gooder
Performance Director, Onyx
Razan Hilal, CMT
Market Analyst, FOREX.com
David Keller, CMT
President and Chief Strategist, Sierra Alpha Research
Julius de Kempenaer
Founder & Director, RRG Research,
John Kolovos, CMT, CFA
Head of Technical Strategy, Macro Risk Advisors
David Linton, MFTA
Founder, Updata
David Lundgren, CMT, CFA
Founder, Chief Strategist, MOTR Capital Management & Research, Inc.
Steven Malinsky, CMT
Executive Vice President, Business Development, Quantitative Analysis Service, Inc. (QAS)
Gina Martin Adams, CMT, CFA
Chief Equity Strategist,
Vadim Merkulov
Managing Director, Capital Markets Research Department, Freedom Finance
Mark Newton, CMT
Managing Director & Head of Technical Strategy, Fundstrat Global Advisors
JC O’Hara, CMT, CAIA
Chief Market Technician, Roth Capital Partners
Patrick Oberhaensli, CMT, CFA, FRM, PRM, ERP, ETH Engineer, ACI Diploma
Founder and CEO, EVOLIDS FINANCE LLC.
Tim Pickering
Founder, CIO, Lead Portfolio Manager, Auspice Capital Advisors Ltd
Katie Stockton, CMT
Founder, Fairlead Strategies,
Atul Suri
Founder, Marathon Trends Advisory
Frank Teixeira, CMT, CFA
Managing Partner, Teixeira Partners
Ken Tower, CMT
Chief Executive Officer, Quantitative Analysis Service
Mathew Verdouw, CMT
Founder and CEO, Optuma Pty Ltd
Ralph Vince
Chief Executive Office & Founder, Exsuperatus LLC
Jay Woods, CMT
Chief Global Strategist, Freedom Capital Markets

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GIS Conference Updates

Ralph Acampora, CMT

Advisor , Family Fund & Founder CMT Association

Ralph Acampora, CMT is a pioneer in the development of market analytics. He has a global reputation as a market historian and a technical analyst, providing unique insights on market timing and related investment strategy issues to a wide audience within the financial industry. Ralph has been an instructor at the New York Institute of Finance for close to four decades, and previously served as the NYIF’s Director of Technical Analysis Studies. Before joining NYIF, he was Director of Technical Research at Knight Equity Markets.

Prior to joining Knight, he worked for 15 years at Prudential Equity Groups as its Director of Technical Analysis. Ralph is one of Wall Street’s most respected technical analysts and has been consistently ranked by Institutional Investor for more than ten years. He is regularly consulted for his opinion on market events by several major business news networks as well as national financial publications. He helped create the Chartered Market Technician designation and continues to advocate for its application in distinguishing practitioners of technical analysis.

Ralph co-founded the Market Technicians Association (now called the CMT Association) in 1970. He established the first technical library (now the CMT Library) in 1975 at the New York Institute of Finance at 70 Pine Street, New York City. He also co-authored “The First Fifty Years” – a history of the CMT Association – a must read.

Laurence Balanco, CMT

Technical Analyst , CLSA Australia Pty Ltd

Laurence Balanco is employed by CLSA Australia Pty Ltd as a Technical Analyst. In his past career he held the position of Technical Analyst at CLSA Research Ltd.

Brennan Basnicki, CMT, CFA

Partner & Product Specialist , Auspice Capital Advisors

Brennan is a Partner and Product Specialist at Auspice. He was previously Director at Campbell and Co, a $5bn systematic Commodity Trading Advisor (CTA) fund manager, and Investment Officer at the Teachers’ Retirement System of Illinois (TRSIL), a $45bn teachers’ pension plan. At TRSIL Brennan managed a $6bn external hedge fund portfolio and led the Teachers’ first investments into trend-following CTAs, the largest allocation within the Hedge Fund portfolio. Prior to joining TRSIL, Brennan was a Proprietary Trader in Toronto.

Brennan earned his Bachelors of Arts in Political Sciences at the University of Western Ontario, and a Master of Science, with distinction, in Investment Analysis, from the University of Stirling, Scotland. Brennan holds the CFA, CMT, and CAIA charters, and completed the SCR certificate offered by GARP. He is also Director for the Canadian National Day of Service Foundation. An outdoor enthusiast, his spare time is spent kitesurfing, skiing, and paddle-boarding.

Vernon Bice, CMT

Portfolio Manager & Managing Director , Lord, Abbett & Co. LLC

Vernon Bice is a Portfolio Manager and Managing Director at Lord Abbett.  He is a member of the Innovation Growth Equity team and is responsible for contributing to the management of the firm’s micro cap growth, small cap growth, mid cap growth, large cap growth, and focused large cap growth equity strategies.  He plays a key role in technical analysis, drawing on his deep experience to provide insights to the portfolio management team.  Mr. Bice joined Lord Abbett in 2011.  His previous experience includes serving as Portfolio Analyst at Bank of America; Research Analyst at BNY Institutional Asset Management; and Investment Associate at UBS.  He has worked in the financial services industry since 2001.  He earned a BS in nutrition science from The Ohio State University and is a holder of the Chartered Market Technician® (CMT) designation.

James Brodie, CMT

Head of Learning & Development , Onyx Capital Group.

James Brodie CMT, is head of learning & development at Onyx Capital Group.

James has over 20 years of front-office trading experience having worked for investment banks and a hedge fund in London, New York, Tokyo, and Singapore, predominantly trading interest rate derivatives, FX and automated trading strategies. He also has over 10 years of lecturing & facilitation experience, travelling to 21 countries, and teaching with over 40 major corporate clients.

James is a CMT charterholder (Chartered Market Technician)  and was a Board member of the CMT Association for 7 years. He has appeared on Bloomberg television numerous times conducting live interviews on current market risks and trends. He now hosts Onyx Capital Group’s ‘Macro Monday’ weekly global macro podcast.

James also rowed for Great Britain and won medals at three consecutive World U23 rowing championships. He is a three-time national rowing champion of Great Britain, has completed 8 Ironman triathlons around the world, and has twice swum from Alcatraz to shore!

Jyoti Budhia

SEBI Registered Research Analyst , Independent Financial Markets Consultant

Ms. Jyoti Budhia, SEBI Registered Research Analyst | CMT Professional Member | Financial Markets Expert | Educator & Strategist, With nearly four decades of distinguished experience in financial markets, Ms. Jyoti Budhia is a trailblazer in equity derivatives, options strategies, risk management, and portfolio advisory. A CMT (Chartered Market Technician) Professional Member and SEBI-registered Research Analyst, she has mastered the art of combining technical expertise with strategic vision to deliver exceptional results.

Renowned as a top-tier educator, she has trained over 50,000 professionals and students nationwide, shaping future leaders through her roles with NSE, BSE, NISM, and premier academic institutions including IIT Powai and NMIMS. Her proprietary options strategies, in-depth technical analysis skills, and expertise on platforms like Bloomberg, TradingView, and QuantsApp have earned her industry-wide respect.

Recipient of the National Education Excellence Award (2016), Ms. Budhia is a sought-after speaker, media analyst, and content developer for cutting-edge financial modules. Her work spans high-net-worth portfolio management, compliance, and pioneering market education—cementing her reputation as a super achiever who continues to inspire and innovate in India’s financial sector.

Tom Bruni, CMT

Editor-in-Chief & VP of Community , Stocktwits

Tom Bruni is editor-in-chief & VP of community at Stocktwits, the largest social network for investors and traders, where he leads the company’s newswire, newsletters, and other publishing efforts. For the last decade, Bruni has been at the intersection of finance and media, regularly featured in The Wall Street Journal, Bloomberg, Reuters, Barron’s, and more. He holds both CPA and CMT licenses and is co-chair of the NYC Chapter of the CMT Association.

 

Saad Chalabi, CFA, CMT

Chief Executive Office , xCube

Saad Chalabi, Chief Executive Officer, As a distinguished leader in the UAE’s capital markets with over 20 years of experience in trading, market-making, and brokerage technology, Saad has been at the forefront of financial innovation locally. His many accomplishments include pioneering and executing the region’s first reverse greenshoe mechanism for IPO’s, which have not only enhanced market efficiency but also helped transform the industry as a whole.

Under his leadership, xCube has expanded brokerage operations, introduced automated Securities Lending & Borrowing (SLB), another first for the region, and played a pivotal role in strengthening liquidity across the UAE capital markets.

Foram Chheda, CMT

Technical Research Analyst & Founder , ChartAnalytics.co.in

Foram Chheda, CMT is a Technical Research Analyst and the founder of ChartAnalytics.co.in, known for delivering actionable research grounded in classical technical analysis. She specializes in equities and commodities, with a focus on identifying high-probability opportunities across Indian and global markets.

Foram is recognized for her insights on portfolio construction, advanced technical screening, and analyzing cross-asset relationships to enhance investment strategies and generating alpha against the benchmarks.

She is a sought-after analyst and commentator, frequently featured on major financial media platforms such as ET Now, CNBC Bajar, Gulf News, and ET Markets LIVE, where her real-time, data-driven analysis is trusted by investors.

As a Chartered Market Technician and active member of the CMT Association (US), Foram upholds the highest standards of ethics and proficiency. She is a SEBI-registered Research Analyst, dedicated to providing regulated, high-quality analytics and advisory services to a broad spectrum of market participants

Andreas Clenow, CMT

Chief Investment Officer , GetHush.App, ACIES Asset Management

Andreas Clenow is a Swedish Swiss financier and author based in Zurich, where he acts as Chief Investment Officer of a family office and a co-founder of American asset management app GetHush.App. Over the past three decades, he has been a tech entrepreneur, financial consultant, hedge fund manager, fintech founder, quant trader, financial advisor, board member and a middle management corporate bureaucrat.

Born and raised in the Swedish equivalent of Kansas, he moved to Switzerland in 2002 where he has managed hedge funds, founded and sold businesses and written a few books. His three trading books, Following the Trend, Stocks on the Move and Trading Evolved are all top global best sellers and have been translated to multiple languages. The second edition of Following the Trend was released in late 2022, ten years after the original.

Andreas has also penned a novel, A Most Private Bank based on his experiences in the secretive and often absurd world of Swiss finance. A dark, cynical and gritty depiction of how the game of finance is played in real life, it may either teach you valuable career skills or scare you into a career in telemarketing.

 

Akshay Chinchalkar, CMT, EPAT

Head of Research | Content | Corporate Communications , Axis Securities Limited

Akshay Chinchalkar is an APAC Equity Derivatives Strategist at Bloomberg, where his work centers around expanding derivatives coverage with round-the-clock support from a wonderful group of colleagues. Formerly, he was an Asia Cross Asset Editor where he covered all beats that included traditional financial markets and newer themes like cryptocurrency.

Akshay’s professional career spans over 16 years of experience in derivatives trading and technical/quantitative research, with roles spanning sell-side firms and the last 12 years at Bloomberg. He started his career in 2004 as a commodity futures trader and graduated to trading equity derivatives on a proprietary desk before heading derivatives research at one of the largest domestic sell-side firms.

Akshay’s Bloomberg career began in 2009 as a Sales Specialist where he was assigned the responsibility of managing large sell-side accounts and doubling up as a data visualization/technical research specialist. A year down, he became the Market Specialist for Technical Research, with coverage spanning the largest sell-sides, buy-side institutions and central banks spread over South Asia, the Middle East, and parts of Southeast Asia.

After spending 8 years as a Market Specialist, he joined the Workflow Specialists team where he was responsible for corporate workflows. In this role, Akshay assumed responsibility for assisting small, midsize, and large corporations in South Asia enhance their existing workflows using Bloomberg’s Core terminal and non-terminal, ancillary suite of solutions.

With FX execution becoming a core strategy for Bloomberg in 2020, Akshay moved to the Electronic Trading Specialists group, with an objective of demonstrating to both liquidity takers and makers that execution efficiencies can be achieved via Bloomberg’s suite of FX execution solutions.

Effective July 2021, as Editor, his role pivots around closely monitoring market undercurrents across the Rates, Equities, Commodities, Crypto, Credit and FX worlds to generate insights based on visualization techniques and quant powered data analysis.

Akshay holds an MSc in Accounting and Finance from the London School of Economics and Political Science. He is a CMT Charterholder, a Co-Chair of the Mumbai CMT Chapter, and a former Global Board Member of the CMT Association. He is an EPAT alum from Quantinsti.

Akshay’s core areas of expertise include Technical and Statistical Analysis, Quantitative Research, Data Visualization and Strategy Backtesting. His newfound interests include Python and Algorithmic Trading.

Jake Damien Chow, CMT

Director of Portfolio Management , CGS International Securities Singapore

Jake is Director of Portfolio Management at CGS International Securities Singapore, where he oversees indexed ETFs and alpha-seeking mandates with a focus on systematic investing. His work spans quantitative research, multi-factor modelling, and asset allocation.

With over 15 years in the industry, Jake has a strong background in data-driven research, trading, and portfolio strategy. He’s passionate about integrating quantitative methods with behavioral insights to build more resilient portfolios. His research has been recognized with the Asiamoney Best Analyst/Commentator award in 2020 and 2021.

Jake is a Chartered Market Technician® and co-chair of the Singapore CMT Chapter.

Dr. Kelly Corbiere, CMT, CFA, CFP

Vice-President , CMT Association Board of Directors

Kelly Corbiere, Vice-President at CMT Association Board of Directors, CFA, CMT, CFP has over 25 years of experience in financial services. She has worked in wealth management, as a global equity analyst and in institutional taxable fixed income.

Kelly holds both a Bachelor of Business Administration in Finance and a Bachelor of Arts in Language and International Trade from Eastern Michigan University. She has a Master of International Management with a concentration in Finance from Thunderbird School of Global Management and recently completed a PhD in International Development through the University of Southern Mississippi. She holds a Post-Graduate Certificate of Accounting from Simpson College and is also a graduate of Texas Trust Schools. Her experience in academia also includes teaching finance and investments courses as an adjunct instructor.

Kelly has served as the Chair of the CFA Societies of Texas (which has over 3,000 members) and is an active board member of several other professional and charitable boards, including the CMT Association board. She is also a Rotarian, an avid volunteer, and a frequent host parent to exchange students from around the world. Kelly has earned both the Chartered Financial Analyst (CFA) and Chartered Market Technician (CMT) designations and is also a CERTIFIED FINANCIAL PLANNER ™ professional. She has completed everything except the experience requirement toward the Certified Public Accountant (CPA) designation. Kelly speaks Spanish fluently, as well as some Danish and French.

David Cox, CMT, CFA, FCSI, FMA, BMath

Senior Portfolio Manager , Financially INsync

David Cox is a Senior Portfolio Manager at “Financially INsync” at Raymond James Ltd. in Waterloo, Ontario, Canada.

He believes technical analysis is essential to making rational investment decisions, and manages assets using fundamentally screened, yet technically driven trend following and swing trading techniques to manage risk and opportunity in client portfolios. He is licensed in both Canada and by FINRA in the U.S. and serves clients in North America (and beyond).

David is a well-known presenter on technical analysis, is very active on Twitter @DavidCoxRJ and produces a weekly webinar called “Where Do We (Investors) Stand?”. He is highly recommended by the Chartered Market Technician Association to which he belongs. David is one of the few dual holders, globally, of both the Chartered Market Technician (CMT) and the Chartered Financial Analyst (CFA) designations. He also has a Bachelor of Mathematics from the University of Waterloo.

Outside of the office, he enjoys running, travelling, listening and playing music, and is currently learning Spanish.

Jamie Coutts, CMT

Chief Crypto Analyst , Real Vision

Jamie Coutts, CMT has devoted his career to connecting the strengths of traditional finance with the transformative possibilities of digital assets. His path began in traditional markets as a trader, researcher, and market technician, evolving into leadership roles in technology product and sales. Drawn by the game-changing potential of Bitcoin and open-source platforms, he shifted his focus several years ago to crypto market research.

From pioneering Digital Assets research at Bloomberg Intelligence to founding Helios Analytics, Jamie has developed institutional-grade frameworks that blend macroeconomic, technical, and quantitative analysis with emerging crypto fundamentals. This multi-disciplinary approach is designed to empower investors—both large and small—to make informed decisions in this rapidly evolving sector.

Today, Jamie is proud to serve as the Chief Crypto Analyst at Real Vision, democratizing high-quality crypto research for a rapidly growing community of institutions, family offices, and private investors. His mission is to seamlessly bridge the worlds of traditional finance and blockchain as the global economy increasingly moves on-chain.

Driven by a profound curiosity about how incentives can enhance human outcomes, Jamie is a passionate advocate for personal health, wellness, liberty, and the transformative benefits of decentralization.

 

Damanick Dantes, CMT

Founder & Principal , Dantes Outlook LLC

Damanick is an investment professional specializing in global markets, asset allocation, and ETF portfolio construction. He owns Dantes Outlook LLC, a boutique investment advisory firm that manages global portfolios.

He holds a Chartered Market Technician (CMT) designation and serves as a board member of the CMT Association. Damanick is also the founding member of the CMT Global Black Caucus, which fosters inclusivity for diverse members and prospects.

A sought-after voice in finance, Damanick contributes regularly to esteemed financial media outlets. He is deeply involved in mentoring the next generation of investors through his role at Babson College’s Stephen D. Cutler Center for Investments and Finance. He earned a Bachelor of Science degree with concentrations in Economics and Finance from Babson College and currently resides in New York City.

 

 

Buff Dormeier, CMT

Chief Technical Analyst , Kingsview Wealth Management

Buff Dormeier serves as the Chief Technical Analyst at Kingsview Wealth Management.  Previously, he was a Managing Director of Investments and a Senior PIM Portfolio Manager at the Dormeier Wealth Management Group of Wells Fargo Advisors.

In 2007, Dormeier’s technical research was awarded the prestigious Charles H. Dow Award. Also an award winning author, Buff authored “Investing with Volume Analysis“. Partnering with Financial Times Press, Pearson Publishing and the Wharton School, this book is the only one to win both Technical Analyst’s Book of the Year (2013) and Trader Planet’s top Book Resource (2012) to date.

Buff’s work has also been featured in a variety of national and international publications and technical journals. Now, with Kingsview Wealth Management’s affiliation, Buff’s expertise and proprietary work on technical and volume analysis shall become much more accessible to journalists and other media alike.

As a portfolio manager, Buff was featured in “Technical Analysis and Behavior Finance in Fund Management” – an international book comprised of interviews with 21 PM’s across the world who utilize technical analysis as a portfolio driver. In his new role with Kingsview Wealth Management, Buff’s unique performance driven strategies will be now be available to a wide audience of financial advisors and institutional clientele.

Buff has a Bachelor’s Degree of Science (B.S.) in Business and a Bachelor of Applied Science (B.A.Sc.) in Urban and Regional Planning from Indiana State University.

Yara Fanek, CFA, CMT

FX trader and technical strategist , Independent

Yara Fanek, CFA, CMT, is an independent FX trader and technical strategist, blending hands-on market expertise with innovative technical analysis methods tailored to the evolving economic landscape.

 

Chris Gooder

Performance Director , Onyx

With over 15 years of applied experience, Chris Gooder has a distinguished background in the field of Performance Psychology, supporting clients and teams from the world of business and elite level sport. His expertise in the areas of resilience, emotional management, team dynamics and decision making have enabled him to optimise the performance of those who are required to thrive in environments of extreme pressure.

Having started his career in elite level football, Chris went on to work with world class athletes in Tour level tennis and golf, Olympic disciplines and UCI ProTour cycling. His more recent experience has been as part of the renowned Performance
Psychology team at the FA working with England football teams and perhaps most notably as the most recognised figure in delivering Performance Psychology in Formula 1, over an 8-season period supporting numerous drivers and teams.
From the Formula 1 paddock to the boardroom, Chris has taken his learning from working with world class operators in the sporting space and translated this to business, delivering human performance programmes across a range of industries, to organisations including Goldman Sachs, UBS, Samsung and Laing O’Rourke.

As Onyx’s Performance Director, Chris works closely with the traders and leadership groups to optimise operations, foster an environment of continuous improvement and ensure that the team are equipped with the best tools to deliver results, in a world where demonstrating resilience and making the right decision under pressure is paramount.
As a keen sportsman himself, when not at the office Chris can be found on a golf course (attempting to!) perfect his swing as well as maintaining his fitness by running around after his young children.

Razan Hilal, CMT

Market Analyst , FOREX.com

Razan Hilal, CMT, is a Market Analyst at FOREX.com (part of StoneX Group), delivering market insights in both English and Arabic through articles and major TV platforms. She is frequently quoted by Bloomberg and The Wall Street Journal for her oil market commentary.

With a background as a foreign exchange dealer and analyst assistant, Razan brings a multi-perspective view of the industry and is committed to supporting market risk management across teams through her technical analysis lens.

David Keller, CMT

President and Chief Strategist , Sierra Alpha Research

David Keller, CMT is President and Chief Strategist at Sierra Alpha Research LLC, a boutique investment research and consulting firm focused on helping investors manage risk through market awareness. He combines the strengths of technical analysis, behavioral finance, and data visualization to empower self-directed investors to identify investment opportunities and minimize behavioral biases.

Dave is a CNBC Contributor, and he recaps market action, interviews leading experts, and explores the relationship between investing and behavioral psychology on his “Market Misbehavior” YouTube channel.
Dave was previously a Managing Director of Research for Fidelity Investments, where he managed the Technical Research Department as well as the renowned Fidelity Chart Room. He also served as Chief Market Strategist at StockCharts.com, building on the work of legendary technical analyst John Murphy.

A Past President of the CMT Association, Dave is also a member of the Technical Securities Analysts Association San Francisco and the International Federation of Technical Analysts. He has lectured on technical analysis and behavioral finance as an Adjunct Professor at the Brandeis University International Business School in Waltham, MA.

Dave was formerly a Technical Analysis Application Specialist with Bloomberg LP in New York and was a regular contributor to Bloomberg Markets magazine. He is editor of the book Breakthroughs in Technical Analysis: New Thinking from the World’s Top Minds, published in 2007 by Bloomberg Press.

Dave is a classically trained musician and student pilot, and resides in Duvall, WA with his wife and two children. He received degrees in Music and Psychology from The Ohio State University.

Julius de Kempenaer

Founder & Director, RRG Research ,
Julius de Kempenaer is Founder & Director of RRG Research & Sr. Technical Analyst at Stockcharts.com

Julius de Kempenaer is the creator of Relative Rotation Graphs®, which have been available on Bloomberg since January 2011 under the mnemonic RRG<GO>.  He is the Founder and Director of RRG Research and based in Amsterdam, the Netherlands. He also works in a Sr Technical Analyst role at Stockcharts.com.

His focus on growth of RRG Research is primarily through partnerships with professional data vendors and software developers to make RRGs® available to a wider audience and provide relative strength-based research to professional investors and professional entities (websites, brokers, asset managers, etc.) that serve retail clients.  RRGs are currently available on the BLOOMBERG professional and LSEG Eikon terminals, StockCharts.com, OPTUMA software, EJFQ.com (investor portal of the Hong Kong Economic Journal), and for a select group of State Street SPDRS in the BeNeLux.

Julius completed his studies in economics at the Royal Military Academy in Breda (1986). After several postings in officer ranks in the Dutch royal air force, he moved to the financial sector in 1990, initially as a portfolio manager for Equity & Law Life Assurance (now AXA). Most of his experience he gained as a technical and quantitative analyst at the Robeco Group, Rabobank International, and Kempen & Co.

He is a regular speaker at international conferences, and has multiple appearances on CNBC, Bloomberg Television and IG TV. and he has written many articles on technical analysis including the RRG-blog on Stockcharts.com since July 2014. In addition to that, since 1 October, he is the host of Sector Spot Light, a weekly LIVE show on Stockcharts.TV with updates on sector rotation and anything remotely connected to relative strength and/or rotational analysis.

John Kolovos, CMT, CFA

Head of Technical Strategy , Macro Risk Advisors

John Kolovos is Head of Technical Strategy at Macro Risk Advisors. In this role, John is responsible for delivering high-conviction investment insights, identifying tactical trading opportunities, and analyzing cross-asset relationships between stocks, commodities, currencies, and interest rates from across the globe. John has been one of Wall Street’s most sought-after macro-based analysts for over 20 years, working alongside some of the industry’s most legendary investors.

Before joining MRA, John spent the early part of his career at Lehman Brothers and then at International Strategy & Investment (ISI) Group, where he regularly published technical and macro strategy reports to institutional investors in a focused and unbiased manner. Later, John moved to Boston, joining Fidelity Investments as vice president and senior global technical strategist, working side by side with domestic and international portfolio managers.

John is also an adjunct professor at Brandies University, where he teaches a graduate-level course on Technical Analysis and is very active in the technical analysis community by serving on the executive committee as Vice-President for the Charted Market Technicians Association (CMT) as well as sitting on the Governance committee. John is a member of the CFA Society of Boston, a dual CFA and CMT Charterholder, is a frequent guest on CNBC and Bloomberg TV and is widely quoted in the financial press. An avid guitar player and golfer, John is best known for being an integral part of the investment process for those around him by integrating his knowledge and years of experience with systematic processes based on trend, momentum, and relative strength.

David Linton, MFTA

Founder , Updata

David Linton MFTA is founder of Updata and one of the UK’s leading Technical Analysts. He holds the Master Financial Technical Analyst designation awarded by IFTA. He is author of ‘Cloud Charts – Trading success with the Ichimoku technique’ and teaches the Ichimoku module for the UK Society of Technical Analysts diploma. He is a member of the American Association of Professional Technical Analysts. He has recently acquired Betagroup providing intensive inhouse Technical Analysis training to trading teams globally. David is the inventor of Linton Price Targets which are now available on several charting platforms including the Bloomberg Professional Terminal.

David Linton is the founder and Chief Executive Officer of Updata, an analytical service that aims to deliver the best technical analysis software running on as many data sources as possible. Professional traders and analysts now use Updata’s services in over forty countries around the world.

David is a well-known commentator on financial markets in the UK. He has appeared on BBC television, ITN News, Bloomberg and CNBC finance channels and has written for The Mail on Sunday, Shares Magazine and the Investors Chronicle. He has taught Technical Analysis to thousands of traders and investors in Europe over the last two decades with numerous financial institutions employing him to teach and train their trading teams.

David is a member of the UK Society of Technical Analysis (STA) where he teaches the Ichimoku technique as part of the STA Diploma Course and is a holder of the MSTA designation. He is a member of the Association of American Professional Technical Analysts (AAPTA) and was awarded the Master Financial Technical Analyst (MFTA) qualification by the International Federation of Technical Analysts (IFTA) for his paper on the Optimisation of Trailing Stop-losses in 2008. David is the author of Cloud Charts, Trading Success with the Ichimoku Technique, published by Updata. David lives in London and his interests include skiing and yachting.

David Lundgren, CMT, CFA

Founder, Chief Strategist , MOTR Capital Management & Research, Inc.

David Lundgren has more than three decades of investment industry experience, with a focus on technical analysis strategies, particularly momentum and trend following.

He is the former Director of Technical Research at Wellington Management, where he was also a Managing Director and portfolio manager with extensive experience managing global long only and US long-short portfolios. David also held senior analyst positions at Fidelity & Thomson Financial.

In addition, he has started several research and investment firms, including hedge fund Lyceum Capital, Breakaway Research, and most recently MOTR Capital Management & Research, Inc. He is also currently the portfolio manager of a private long short momentum & trend following hedge fund.

David taught a graduate level Technical Analysis course at Brandeis International Business School, in Waltham, MA (June 2015-June 2020), where he received the 2015 Excellence in Teaching Award in his first year. He is a Chartered Market Technician (CMT) and Chartered Financial Analyst (CFA) dual charter holder, and a member CMT Association’s board of directors.

He launched and Co-Hosts “Fill the Gap”, CMT Association’s official podcast. David is a graduate of Babson College, with a finance and investments dual major.

Steven Malinsky, CMT

Executive Vice President, Business Development , Quantitative Analysis Service, Inc. (QAS)

Steven Malinsky is EVP of Business Development of Quantitative Analysis Service, Inc. (QAS).
Steve is responsible for new strategic initiatives, research and product development. He has over 20 years of experience in financial markets research, product development and implementation, along with prior managerial experience at S&P Dow Jones Indexes and NASDAQ OMX PHLX.

Steve has two college degrees: Electrical Engineering from Kiev College of Communications (1989) and Finance from Temple University (1999). He is a Chartered Market Technician (CMT) since 2006 and an active member of the CMT Association (CMTAssociaction.org).

Gina Martin Adams, CMT, CFA

Chief Equity Strategist ,

Gina Martin Adams, CMT, CFA, is a Chief Equity Strategist and serves on the Board of Directors of CMT Association. Prior to this, she was the Global Head of Portfolio Strategy and Chief Equity Strategist for Bloomberg Intelligence, a unique research platform available on the Bloomberg Professional Service.

Gina provides top-down perspective on the equity market using a multi-disciplined approach that integrates fundamental, quantitative, and technical analysis. She frequently presents at industry events and has been recognized in Institutional Investors’ All-America Research survey for her work in strategy and economics.

Her previous roles include Head of U.S. Equity Strategy for Wells Fargo Securities, Economist for Wachovia Bank, and Investment Strategy Analyst for Evergreen Asset Management.

She holds a Bachelor of Science in Business Administration from the University of Florida, with concentrations in Finance and Marketing. Gina is a Chartered Financial Analyst and Chartered Market Technician, and is a member of several professional organizations including the CFA Institute, CMT Association, and 100 Women in Finance.

Vadim Merkulov

Managing Director, Capital Markets Research Department , Freedom Finance

Vadim Merkulov is a seasoned investment professional with over a decade of experience in the stock market, including equity, fixed income, and macroeconomic research. Since joining Freedom Finance in 2017, he has progressed from Senior Analyst to Managing Director, building the Capital Markets Research Department from a single analyst into a team of over 50, covering more than 300 securities across equity and fixed income.

Under his leadership, the department has consistently delivered high-performing investment ideas and model portfolios, outperforming the S&P 500 from 2017 to 2024. Vadim has authored hundreds of articles in leading business publications across the CIS region and has played a central role in IPOs, asset selection, and strategic affiliations with public and private companies.

He also founded a professional academy to train university students in advanced investment analysis, hiring top graduates into the research team. As an active member of multiple investment committees, Vadim combines deep market insight with a proven ability to build high-performing teams that create measurable value for investors.

Mark Newton, CMT

Managing Director & Head of Technical Strategy , Fundstrat Global Advisors

Mark L. Newton, CMT, is a Managing Director and Head of Technical Strategy at Fundstrat Global Advisors. As a former Managing Member/Owner of Newton Advisors, LLC,  Mark has more than 25 years of buy and sell-side experience in the financial services industry. He formerly worked as Greywolf’s Chief Technical Analyst on the NYSE trading floor, and prior to that, he was with Diamondback Capital Management and Morgan Stanley in New York City as their technical strategist.

Before moving to the New York City area in 2004, Mark traded equity options as a market maker/floor trader at the CBOE and worked in risk management. Mark is a member of the CMT Association and a former member of the CBOE, CBOT, and PHLX.

His expertise is primarily in using advanced methods of technical analysis to identify stocks, commodities, and currencies with above-average risk/reward characteristics that can maximize returns and minimize risk. In addition to employing standard technical tools to identify trend duration, relative strength, and momentum, he utilizes counter-trend analysis to identify potential trend exhaustion and reversals of trend. He appears frequently on CNBC, Fox Business, BNN, and has done interviews with Bloomberg Radio, TheStreet.com, and Sina in the past.

Mark graduated with a BS in Finance from Virginia Tech in 1991 and obtained his Chartered Market Technician designation in 2002.

 

JC O’Hara, CMT, CAIA

Chief Market Technician , Roth Capital Partners

JC O’Hara is with Roth Capital Partners as their Chief Market Technician.  JC started his career on the buy side at Neuberger Berman, working on the Private Asset Management team as a fundamental analyst, then transitioned to MF Global where he served as Vice President and worked on the Technical Analysis Research team. He later moved to Phoenix Partners Group where he led the firm’s Technical & Quantitative Research team. Before he moved to Roth Capital Partners he was the Chief Market Technician at FBN Securities in New York, as a key member of the Portfolio Strategy team.

JC blends the traditional pillars of technical analysis, including trend recognition, momentum measures, sentiment gauges and intermarket relationships along with specific quantitative methods. He uses his extensive bottom-up analysis to assess the short, intermediate, and long-term direction for U.S. equities. He authors Weekly Technical Strategy reports and Daily Market Commentary with the goal of supplying the institutional investor with the pulse of the macro universe, and provides important guidance for navigating the investing environment with specific market, sector and stock recommendations all within the context of underlying volatility.

JC graduated Rutgers University with a degree in Economics. He holds the Chartered Alternative Investment Analyst (CAIA) and Chartered Market Technician (CMT) designations, and is a frequent on-air guest at major financial news networks and often quoted in major financial publications.

Patrick Oberhaensli, CMT, CFA, FRM, PRM, ERP, ETH Engineer, ACI Diploma

Founder and CEO , EVOLIDS FINANCE LLC.

Patrick Oberhaensli, who holds a Chartered Market Technician (CMT) designation, is the Founder and CEO of EVOLIDS FINANCE LLC, a quant strategy firm focused on servicing professional clients in the areas of advisory and education. Patrick has close to 25 years of financial industry experience. He started his career at a large Swiss bank, and held senior Audit, Investment Banking and Institutional Advisory positions. He also served as Head of Institutional Sales Switzerland for a leading Dutch Global Asset Manager especially known for its quant capabilities.

Patrick is a former CMT Association boardmember, who throughout his career has acquired extensive cross-asset class expertise in multiple domains such as Derivatives/Structured Products, Quantitative Strategies and Valuation Techniques and Alternative Investments. He holds a Masters degree from the Swiss Federal Institute of Technology and is a CFA, CAIA, FRM, PRM, ACI Diploma and ERP charter holder in addition to his CMT designation.

Tim Pickering

Founder, CIO, Lead Portfolio Manager , Auspice Capital Advisors Ltd

Tim leads strategic decision making and the vision for Auspice’s diverse suite of award winning, rules-based quantitative investment strategies. Auspice is Canada’s largest active commodity manager and since 2006 is one of few deeply experienced commodity tilted managers that partners with a range of investors from retail to institutional, managing funds, SMAs, ETFs and Indices. The NYSE listed Direxion-Auspice COM ETF is one of the top ranked Morningstar rated commodity ETFs globally and was followed up with the CCOM listing in Canada on the TSX.

Prior to forming Auspice, Tim was VP of Trading at Shell (North America). He began his career at TD Securities (Toronto) in their elite trading development program ultimately holding the Senior PM position for the Energy Derivatives portfolio. Outside of Auspice, Tim has been involved in grain farming in Western Canada. Tim is the Chairman of the Finance Advisory Council at the University of Calgary Haskayne School of Business and past President of Pheasants Forever, a globally respected habitat organization. Through the founding of Auspice, Tim ties together a career in commodity and financial risk and portfolio management that has spanned institutional experience along with entrepreneurial vision.

Katie Stockton, CMT

Founder, Fairlead Strategies ,

Katie Stockton, CMT is Founder and Managing Partner of Fairlead Strategies, LLC, an independent research firm and investment advisor focused on technical analysis. Prior to forming Fairlead Strategies, Katie spent more than 20 years on Wall Street providing technical research and advice to institutional investors. Most recently, she served as Chief Technical Strategist for BTIG and Chief Market Technician at MKM Partners. She also worked for technical strategy teams at Morgan Stanley and Wit Soundview.

With help from the Fairlead Strategies team, Katie provides research and consulting services to institutions and individuals, and she is the portfolio manager for the Fairlead Tactical Sector ETF (TACK). Katie received her Chartered Market Technician (CMT®) designation in 2001 and later served as Vice President of the CMT Association from 2012 to 2016. For several years, she has been honored by The Technical Analyst, a U.K.-based publication, including an award in 2022 for Best Cryptocurrency Research.

Katie graduated with honors from the University of Richmond with a BSBA, and she now serves on the business school’s Executive Advisory Council. She is a member of the Endowment Investment Committee for her church. Katie frequently shares her views on CNBC and other financial news networks.

Atul Suri

Founder , Marathon Trends Advisory

Atul Suri, CEO & CIO, Marathon Trends Advisory

Atul has over 25 years of experience in trading and investing in Indian equities.  He started his career as a Fundamental Analyst in 1990, with one of India’s first Equity Research driven fund houses, Parag Parikh Financial Advisory services.

In 1994 he secured a Masters in Banking and Finance from UTS Sydney, Australia. It here that he was introduced to technical analysis as part of his studies on Foreign Exchange (FOREX) trading.

On his return to India, he moved into Institutional Equity Sales with Birla Sun Life Securities, where he later set-up and lead the Private Client Group business.

In 2003, Atul established Marathon Capital, a company focused on trading Index futures.

In 2008 he joined RARE Enterprises, a family office of Mr. Rakesh Jhunjunwala, as a Technical Analyst and managed an Independent Book. Here he had a great opportunity to learn from the masters.

In 2017 he moved on to running his own Portfolio Management Service (PMS) Marathon Trends Advisory where he is the CEO and CIO.

Frank Teixeira, CMT, CFA

Managing Partner , Teixeira Partners

Frank Teixeira served as a Partner, Portfolio Manager, and Director of Technical Research for Wellington Management in Boston, Massachusetts, for more than 20 years. After retiring from Wellington in 2018, Frank continued his investing passion as the managing partner of Teixeira Partners, a family office & research boutique.  Frank also spends much of his time on several businesses in the hospitality segment featuring sports, amusements and food & beverage.   Prior to joining Wellington Management in 1997, Mr. Teixeira was a market analyst at Merrill Lynch (1991-1997) where he worked under the legendary Bob Farrell after starting his career on Wall Street as a compliance examiner for the New York Stock Exchange (1989-1991).

Frank’s price-based approach is built on bottom-up stock level chart analysis, combined with some top-down market indicators. His technical preference is to focus on stocks/industries/sectors that are trending and outperforming. 

He received his M.B.A. in finance from Hofstra University (1998) and his B.S. in finance from St. John’s University (1989). Mr. Teixeira holds both the Chartered Market Technician (CMT) and the Chartered Financial Analyst (CFA) designations. He is a member of the CFA Institute, the Chartered Market Technician Association, and the Boston Security Analysts Society.

 

Ken Tower, CMT

Chief Executive Officer , Quantitative Analysis Service

Ken Tower, who holds the Chartered Market Technician (CMT) designation, is the CEO of Quantitative Analysis Service, Inc (QAS). Ken joined QAS in 2008 after a brief foray into asset management and five years as chief market strategist with Charles Schwab & Company’s CyberTrader Inc. unit, returning to the realm of institutional research where he spent the first 20 years of his career. QAS has, for over 40 years, analyzed financial markets using behavioral, technical, and quantitative tools in support of hedge fund and portfolio managers with our rules-based momentum system. We also use our system to create models that are used by both hedge funds and available to RIAs on the Global View platform.

Ken has appeared in well-known financial media outlets, including Bloomberg TV, CNBC, and MarketWatch Radio on many occasions, as well as in a variety of newspapers including the Wall Street Journal, Barron’s, and the New York Times. He has had articles published in the Journal of Technical Analysis along with Active Trader, SFO, and Stocks and Commodities magazines, and has guest-lectured on technical analysis topics extensively.

Ken is a former president of the CMT Association and currently serves on the Advisory Panel of the Technical Analysis Educational Foundation. He earned his CMT charter in 1991 and was part of the CMT Association’s 2004 presentation team that resulted in the FINRA decision to recognize the passage of CMT exam levels I and II as a Series 86 exemption as they do with CFA levels I and II. He has been a guest speaker at numerous CMT Association Seminars and Chapter meetings, and received the CMT Association’s Best of the Best award for Point and Figure charting on behalf of his research team. His point and figure work is cited in John Murphy’s bestselling Technical Analysis of the Financial Markets, Jeremy du Plessis’ The Definitive Guide to Point and Figure, and he has a chapter in New Thinking in Technical Analysis.

 

 

 

Mathew Verdouw, CMT

Founder and CEO , Optuma Pty Ltd

As the founder and CEO of Market Analyst (1996) and Optuma (2019), Mathew Verdouw, CMT, CFTe has been working in the field of Technical Analysis for over 28 years.

His inquisitive nature, engineering background, and passion for helping people led Mathew to build one of the world’s leading Technical Analysis applications with sales to tens of thousands of clients worldwide. His clients range from Private Traders to Analysts and Portfolio Managers.

Since 2019, Mathew, and the team at Optuma, have been building a new quant-based engine designed to help Technical Analysts embed quant into their daily process.

Mathew also teaches the CMT curriculum to hundreds of candidates each year and has presented at numerous professional events around the world.

 

Ralph Vince

Chief Executive Office & Founder , Exsuperatus LLC

Ralph Vince currently serves as CEO and Founder of Exsuperatus LLC, which creates “performance indexes” for passive institutional programs and ETF providers. He has worked for fund managers, sovereign wealth funds and family offices around the world since the early 1980s. He was Larry Williams’ programmer and trader during Williams’ 1987 legendary championship run where he turned $10,000 to over $1,100,000 in a 12-month competition. He served on the Board of Directors of CMT Association when it was the Market Technician’s Association of New York. He has written numerous books published by John Wiley & Sons as well as professional papers on financial as well as general mathematics and statistics. His work was featured in a chapter of the Edwards & Magee classic, Technical Analysis of Stock Trends, regarded as the bible of Technical Analysis, and is one of the very few additions since the original publication in 1948.

He was one of the early pioneers of 3-dimensional CAD systems, natural language processing systems, and was an integral part of the team that created the original Reinberger Hall of Earth & Planetary Exploration at The Cleveland Museum of Natural History.

He has worked as a Portfolio Manager at the Abu Dhabi Investment Authority and is regarded as a recognized authority on position sizing in trading. His allocation algorithms have been licensed by Dow Jones Indexes. He has been invited to give colloquiums on his ideas at such esteemed institutions as the Massachusetts Institute of Technology, The London Chamber of Commerce, and delivered papers at the World Finance Conference, to name a few. Ralph Vince’s books and peer-reviewed academic papers on mathematics – often co-authored with the top minds in the field of mathematics – appear in such publications as Mathematics, as well as The Journal of Investment Strategies and The Far East Journal of Theoretical Statistics. His academic writings are among the top 1/2 of 1% of the most read research of all academic writings across all disciplines.

Among his most notable and heterodox academic contributions are:

– The notion that “expectation,” the probability-weighted mean outcome, accepted as “expectation” since the 18th century, is asymptotic to the “actual” expectation of median-sorted outcomes.

– Functions of geometric growth optimization can be “inverted,” and thus used as a tool to diminish malevolent geometric growth functions (e.g., national aggregate debt, growth of infected cells in an organism, or infected individuals in a population) entirely mathematically, and therefore, in politically-agnostic manners.

…among other novel ideas.

In recent years, in addition to continuing his academic writings, he has published fiction in his home in Southern France (La Théologie de la Luxure) as well as textbooks for refugees and new arrivals to France to learn the language.

Jay Woods, CMT

Chief Global Strategist , Freedom Capital Markets

Jay Woods is Chief Global Strategist at Freedom Capital Markets. He is also a CNBC U.S. Contributor and Professor of Technical Analysis at Fordham University.

Before joining Freedom, Woods was Chief Market Strategist at DriveWealth. His distinguished career includes over 25 years’ experience on the Floor of the New York Stock Exchange, where he served as a Designated Market Maker (DMM) and Executive Floor Governor – the highest elected position at the Exchange held by only six NYSE members.

Woods began his NYSE trading career with Spear, Leeds & Kellogg, later spending 14 years at Goldman Sachs before moving to IMC. Throughout his tenure, he led trading in some of the NYSE’s most actively traded stocks and played a pivotal role in several high-profile IPOs. He also served as the DMM for the Intercontinental Exchange, Inc. (NYSE: ICE), the NYSE’s parent company.

As a CNBC U.S. Contributor, Woods is a regular guest providing analysis and commentary on business, financial, and economic news. He has also appeared on Bloomberg, Fox Business and Yahoo Finance among others and is a recognized voice in publications such as The Wall Street Journal, Forbes, and Investor’s Business Daily.

Woods serves on the Board of the CMT Association and received his Chartered Market Technician (CMT) designation in 2017. He also holds a bachelor’s degree from Fordham University. Passionate about financial education, he mentors students through the Scholars of Finance program, advocating for financial literacy in schools and universities.

March 28, 2025

Speakers

Speakers

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