Join us on February 8th, 2024 at Amal’s Cafe, Capital Club, Dubai for a collaborative networking event between the CMT and CISI. The event will include sessions from experts on current market topics and facilitate networking and knowledge exchange. This event serves as a platform for professionals to connect, share insights, and build relationships within the financial community in Dubai.
Please be sure to register soon as there are limited seats for this event.
AGENDA
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| 5:30pm |
REGISTRATION & REFRESHMENTS AT AMAL’S CAFE |
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| 5:50pm |
TYLER WOOD, CMT (Managing Director, CMT Association) & VICTORIA HENRY, (Business Development and Marketing Manager, CISI) – Opening Remarks |
CMT Association’s Managing Director, Tyler Wood, CMT will welcome CISI and CMT colleagues at this first of many educational events scheduled for Dubai. Tyler will share three key takeaways:
- How technical and fundamental analysis can be used in concert
- How concepts covered in the CMT Program apply to the current market environment
- How the performance of investment managers can be improved in any market regime
Victoria Henry from the CISI will welcome members and attendees and provide a brief update from CISI on regional membership events, webinars, and regulatory CPD requirements. Victoria will also touch on the latest CISI qualifications and assessments and what’s to come from the CISI in 2024. |
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| 6:00pm |
SUNIL GARG, CMT – “Charting the Course” for 2024 |
| Group Head, Research and Investments at Lighthouse-Canton, Sunil Garg, CMT will share their team’s current outlook for developed and emerging markets in 2024. Sunil Garg, CMT has been in the markets business for over 25 years, including 16 years at J.P. Morgan (Head of International Equity Research).
The global economy appears to be accelerating into a new paradigm, as financial and geopolitical tensions fill our headlines, the long-term implications of which are still yet to be fully understood or priced in, Sunil maintains an objective evidence-based approach to markets. Technical analysis shines in periods of market adversity and volatility. The discipline forged by studying market cycles, human behavior, and the irrefutable laws of supply and demand are an investor’s best weapon for uncertain times.
Sunil’s team leverages many quantitative methods and classical tools in their research process which he will share in this educational session focused on current market dynamics. |
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| 6:30pm |
Nicholas Khan-Roper, Chartered FCSI – Tactical Tools for Long-Term Investors |
Nicholas Khan-Roper Chartered FCSI is the Chief Investment Officer and Head of Wealth Management who employs technical analysis for both risk management and capturing alpha. In this session, Nick will share his process for running multi-asset portfolios and the various methods and tools that investors could incorporate into their own investment process.
As a discipline, technical analysis is applicable across all asset classes and all timeframes. For example, long-term investors could implement some of the tactical strategies detailed in the CMT Program for profit-taking, incremental stop losses, or employing various momentum studies for entry/exit rules. Nick will also discuss how the CISI’s Private Client Investment Advice and Management (PCIAM) level 6 and Chartered Fellowship of the CISI has assisted him in his previous and current roles, how understanding the principles of private client investment within the context of the current regulatory environment is important within planning, asset allocation and structuring and how to identify the investment requirements of clients needs.
This session will conclude with some commentary on cryptocurrency markets and returns. Specifically, Nick will share some examples of how Bitcoin responds to technical analysis techniques including areas such as seasonality.
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| 7:00pm |
NETWORKING RECEPTION |
| Join us after the presentations for further discussion and networking with Investment Advisors, Hedge Funds, and Family Offices to discuss the topics of the day and business opportunities for the year ahead. The Amal’s Cafe provides an elegant and sophisticated venue for both learning and professional networking. |
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Amal’s Cafe, 5th Floor, Capital Club, Gate Village, Building 3, Dubai International Finance Centre (DIFC) Dubai, United Arab Emirates PO Box 506536
