Americas Summit

April 29, 2021 – April 30, 2021 all-day
10:00 AM - 12:30 PM ET & 2:00 PM - 4:30 PM ET (GMT-4:00)
Virtual Summit
Free for CMT members, candidates, & students; $75 - $100 for non-members
Barbara Terry

CMT Association invites you to the Americas Summit on April 29 – April 30, 2021.  Come listen to the thought leadership from the industry’s best technical analysts, traders and asset managers.  This will be a virtual event.

Thursday, April 29, 2021
Friday, April 30, 2021

10:00 AM – 12:30 PM ET (GMT-4:00)
2:00 PM – 4:30 PM ET (GMT-4:00)

Thursday Morning
Presentations will focus on Treasury Yields and rates as they impact other asset classes. These sessions will cover a global macro view of central bank intervention and broad economic activity as well as leading economic indicators that provide a view on markets as countries return to pre-pandemic levels of economic productivity.

Thursday Afternoon

Presenters will focus on Digital and Fiat currencies. A key theme of these sessions will be to unpack historical sensitivity or resistance to inflationary forces. Speakers will address digital assets as a store of value, comparing cryptocurrencies to G10 and emerging market currency baskets. Perhaps most importantly, attendees will understand how technical tools can help asset managers manage risk and take advantage of trends for better fund performance.

Friday Morning

The focus is the Commodities space. Building on Thursday sessions, speakers will highlight cross-asset signals coming from the metals and soft commodities. With important trends emerging in the energy space, asset managers directly tied to the oil and gas markets will take a deep dive into the key levels they are watching to determine intermediate to long-term trends across the fossil fuels vertical.

Friday Afternoon

The topics will focus on US Equity markets & Key Global Indices. After a record-breaking year in 2020 and a return to volatility, the technical toolkit has become imperative for institutional and retail investors alike. Understanding the tools and process of technical market analysts will help attendees understand important market internals such as breadth, volume and relative strength that are critical to navigating volatile markets delivering swift rotation and excessive speculation.

CMT members, Candidates, Students, and Academic Partner Program schools:

$75.00 Early Registration before April 21st
$100.00 after April 21st


Milton Berg, CFA

Milton Berg, CFA, is the CEO and Chief Investment Strategist of MB Advisors, LLC. He has worked in the financial services industry since 1978, with an extensive background in various roles on the buy side. Milton founded MB Advisors in 2012 to address a need for high-quality...

Paul Ciana, CMT

Paul Ciana, is Bank of America's Chief Global FICC Technical Strategist and Director of Research. Paul believes the best technical strategy is a diversified technical strategy, so he aligns proprietary and familiar technical theory to make the best call. He publishes his views...

Tony Dwyer

Tony Dwyer is the Chief Market Strategist and Head of the U.S. Macro Group at Canaccord Genuity, which he joined following the firm's acquisition of Collins Stewart in 2012. Prior to joining Canaccord Genuity, Tony served as a Senior Managing Director and Chief Equity...

Cynthia A. Kase, CMT, MFTA

Cynthia A. Kase, CMT, MFTA is the president of Kase and Company, Inc. CTA, founded in 1992. With a BS UMass and an ME Northeastern, both in chemical engineering, she worked in that field for 10 years before beginning her trading career. She traded physical oil and products, as...

Bruce Kish, CMT

Bruce Kish, who holds a Chartered Market Technician (CMT) designation, is a Portfolio Manager at Millennium Management. Previously, he was a financial energy trader at Trafigura, a private commodities trading firm, and a trader at Chevron, where he focused mainly on crude oil...

Tom Lee CFA

Thomas J. Lee, CFA

Thomas Lee is a Managing Partner and the Head of Research at Fundstrat Global Advisors and He is an accomplished Wall Street strategist with over 25 years of experience in equity research and has been top ranked by Institutional Investor every year since 1998....

Helene Meisler

Helene Meieler started her Wall Street career in 1982 at Cowen & Co as an Institutional Sales Assistant. In the mid 1980s Helene began working closely with Justin Mamis, where she learned the art of Technical Analysis. They collaborated often, even when at different...

Rashmi Shastry, CMT

Rashmi Shastry, CMT is a Market Technician at All Star Charts India. Previously, she was an Equity Research Analyst at Enrich Investments in Hyderabad, India. She received her charter in February 2020 and has been a part of the financial markets since 2016. After completing...

Ari Wald, CFA, CMT

Ari Wald, CFA, CMT

Ari H. Wald, who holds a Chartered Market Technician (CMT) designation as well as a CFA, is a Managing Director and head of Technical Analysis at Oppenheimer. Ari joined the firm from Wolfe Research and previously was a member of the Institutional Portfolio Strategy team at...