Technical Analysis, Market Strategy & Next-Gen Portfolio Insights
Join us for a must-attend event for financial professionals seeking cutting-edge insights into technical analysis, market strategy, and next-gen portfolio management. Taking place at the stunning Hudson Yards, this summit promises to deliver valuable knowledge from industry leaders and thought-provoking discussions.
Kick off the Summit with networking and refreshments, then dive into an afternoon filled with engaging sessions. Learn how to go beyond traditional portfolio metrics with Mathew Verdouw’s exploration of Variability Weighted Return (VWR). Discover tactical strategies for protecting momentum portfolios with veteran hedge fund portfolio managers, and develop a tactical playbook for volatile, uncertain and erratic markets, from a panel of seasoned experts, including Jay Woods, CMT, Frank Cappelleri, CMT, CFA, and Katie Stockton, CMT.
Wrap up the summit by connecting with peers during a relaxed cocktail hour. Don’t miss this unique opportunity to advance your technical analysis expertise and expand your professional network.
AGENDA:
1:30 pm Registration and networking refreshments
Give yourself time to check-in, grab some refreshments and seize the perfect chance to connect with fellow attendees before the sessions start. Enjoy a welcoming atmosphere atop the 74th Floor of Hudson Yards, meet industry peers, and start building connections that will enhance your experience throughout the day. Grab a coffee, settle in, and get ready for a day of learning and inspiration.
2:05 pm Opening Address
Tyler Wood, CMT – CEO and Executive Director, CMT Association
Tyler will share insights into the significance of technical analysis in today’s complex market landscape. With a focus on the goals of CMT Association in 2025, Tyler will outline the latest initiatives, opportunities for professional growth, and the vital role that the CMT community plays in advancing financial industry standards. This session sets the stage for an inspiring and productive seminar for all attendees.
2:15 pm Beyond Sharpe: Unveiling Variability Weighted Return for Next-Gen Portfolio Evaluation
Mathew Verdouw, CMT – Founder and CEO, Optuma
The Sharpe Ratio revolutionized portfolio evaluation when it was introduced in 1964, providing a groundbreaking method for comparing and ranking investments. But is it truly the definitive metric for assessing portfolios or quantitative models in today’s complex financial landscape? In this presentation, Mathew will examine the most significant pitfalls of the Sharpe Ratio—highlighting real-world examples where it falls short—and introduce the theory behind a cutting-edge metric: Variability Weighted Return (VWR).
Discover how VWR offers a more robust and accurate approach to performance evaluation, addressing the limitations of traditional metrics.
3:00 pm Strategies for Protecting High Momentum Portfolios
Bill Kelleher, CMT, CFA – Moderating Portfolio Managers, Teixeira Partners
Volatility is often perceived as a risk to be mitigated, but for seasoned portfolio managers, it presents a unique opportunity to capture alpha. In this session, Teixeira Partners PMs will share insights from decades of experience deploying mean-reversion techniques to capitalize on market inefficiencies. As a dynamic tactical hedge fund, Teixeira Partners employs Volatility Capture strategies that complement and diversify traditional momentum and trend-following approaches.
Attendees will gain a deeper understanding of how systematic trading models can exploit short-term price dislocations, the role of volatility overlays in portfolio construction, and how these strategies fit within a broader hedge fund investment framework. Whether you’re an asset allocator, risk manager, or trader, this session will provide actionable takeaways on incorporating volatility-driven alpha strategies into your investment process.
3:45 pm Networking Break
4:15 pm Technical Analysis & Market Strategy in 2025
Jay Woods, CMT – Chief Market Strategist, Freedom Capital Markets
Frank Cappelleri, CMT, CFA – Founder & Chief Technician, CappThesis
Katie Stockton, CMT – Founder, Fairlead Strategies
Moderated by: Jessica Menton – BBG News
Join a dynamic panel of seasoned technical analysts and market strategists as they provide a data-driven exploration of today’s market environment, highlighting key trends shaping the road ahead. This discussion will delve into the tools and methodologies used to assess risk and reward in today’s evolving market landscape. In an ever-evolving market landscape, understanding the interplay between macroeconomic forces and technical signals is essential for informed decision-making. Panelists will share insights on key secular and cyclical trends, sector leadership, and asset class positioning, offering a forward-looking perspective on the opportunities and challenges that lie ahead. With a focus on real-time market dynamics, this session will provide actionable takeaways for interpreting price behavior, relative performance trends, and the broader investment outlook for 2025.
5:15 pm Closing Remarks
Tyler Wood, CMT – CEO and Executive Director, CMT Association
5:30 pm Networking Cocktail Hour
Continue to debate, discover, and connect with fellow attendees, speakers, and industry professionals. Wrap up the 2025 CMT Spring Summit with an evening Networking Cocktail Hour, offering the perfect opportunity to unwind, share insights from the day’s sessions, and build meaningful connections in a relaxed, social setting. Enjoy light bites and a selection of refreshments as you reflect on key takeaways and expand your professional network in a warm, engaging atmosphere.
Registration Closes at 11:59pm ET on April 13th
ARRIVAL INSTRUCTIONS:
Please arrive through the entrance at 515 West 33rd Street between 10th Avenue and Hudson Boulevard East. Take the escalator to the second floor. At the front desk, all guests are required to present a photo ID at check-in, as well as your QR code, which will be emailed to you the morning of the event. If you do not have a QR code or cannot find it, tell the front desk your name.
To the left of the 2nd floor front desk, you will scan your QR code to be granted access. Turn left and take any of the elevators to the 32nd transition floor (there are no buttons). After exiting, turn right and walk until you reach the second set of elevators. Before entering the elevator, select floor 74 on the digital panel. This will take you to the ServiceNow office.
