Striving to further the profession with diverse opportunities in continuing education, advocacy, ethics awareness, and networking.
Monday, May 3, 2021 through Monday, May 31, 2021
FICC Strategy & Intermarket Overview
PAUL CIANA, CMT
Chief FICC Technical Strategist at Bank of America
Paul’s 2021 technical year ahead views had called for risk appetite to “Run hot for shots” in a front loaded rotational rally. Thus far the markets have done just that. In this session Paul will discuss macro market trends in Rates, Currencies and Commodities as he sees them evolving this year including top trade ideas, tactical concerns and key intermarket relationships.
Liquidity, Volatility and the Impact of Rates on US Equities
ARI WALD, CMT, CFA
Managing Director & Head of Technical Analysis at Oppenheimer
Ari presents his market outlook for US Equities in relation to the economic recovery post-Covid. Ari will walk through the process and tools he uses to monitor markets to help clients stay abreast of the next major turning point. His work blends a top-down perspective on the business cycle and long-term trends with a bottom-up approach toward sectors and industry groups. Ari will discuss the important trends he is watching, and ways to identify the strongest stocks in the strongest industries in the strongest sectors.
The CMT Experience
JOHN KOLOVOS, CMT, CFA
Incoming Secretary of the CMT Board of Directors
Technical Market Analysis: Industry Perspectives
MILTON BERG, CFA
CEO & Chief Investment Strategist of MB Advisors, LLC
Milton delivers a broad perspective the industry’s use of technical analysis. Veteran market analyst Milton Berg will share his deep personal insights into how some of the world’s top money managers utilize technical analysis. Milton will share the tools and process he follows with clients to understand market behavior and provide insights on the health and direction of the security trends. Throughout Milton’s storied career, he has focused on understanding important levels for buyers and sellers of individual securities as well as critical measures of momentum and trend over multiple time frames.
Game Theory Applied: explaining the volatility of digital assets
Founder & CEO of Taipan Trading and Investments Pte Ltd
The unintended consequence of ‘easy money’ results in asset bubbles as recently seen in sky high equity valuations and negative interest-bearing bonds. Today’s investor is left with the dilemma of blindly accepting such poor value for their money or attempting to short the market only to be hurt by even higher asset prices. James Cox is a seasoned investment professional, systematic trend-following investment manager, and founder of The Straits Currency Fund. His discussion focuses on the old (precious metals) and new (digital assets) stores of value and how investors can position themselves responsibly in the current environment.
The CMT Experience
BRETT VILLAUME, CMT, CAIA, Vice President of CMT Board of Directors
Digital Assets: Disruption, Demographics, and Durability
THOMAS J. LEE, CFA
Managing Partner & Head of Research at Fundstrat Global Advisors and FSInsight.com
Tom surveys the landscape of the blockchain and large cap cryptocurrencies including Bitcoin and Ethereum. Mr. Lee will discuss important drivers including the impacts from: financial institutions, regulation, millennials, and institutional investors. He will also discuss the importance of rotation in this space.
Lessons from Oil & Gas Trading
BRUCE KISH, CMT
Portfolio Manager at Millennium Management
Bruce has been trading oil & gas for the largest hedgers and funds in the business for more than a decade. Now leading a team at Millennium Partners, Bruce is responsible for capturing alpha and mitigating risk in a highly volatile arena. Join us for an in-depth discussion of his process and tools the blend technical rules with event-driven analysis for his investment discipline.
“CRABS” – A Global Commodities Tide Lifting Many Ships
RASHMI SHASTRY, CMT
Market Technician at All Star Charts India
A broad view across asset classes reveals that commodities and natural resources have provided compelling breakouts and accelerating trends recently. Rashmi Shastry joins the Americas Summit from India, where she leads the efforts of CMT Association’s Technical Insights magazine and serves as a market technician for All Star Charts.
The CMT Experience
BILL KELLEHER, CMT, CFA – CMT Board of Directors
Technical Market Views
CYNTHIA KASE, CMT, MFTA
President of Kase and Company, Inc. CTA
DEAN ROGERS, CMT
President of DRC Solutions, Inc.
Learn from a veteran market analyst and creator of several important indicators. 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 at Chevron International. She traded physical cargos of crude oil and refined products, as well as energy futures and derivatives for Chemical Bank, and then acted as an advisor on technical analysis and energy hedging to what is now Saudi Aramco. Cynthia has advised major corporations and institutions on energy hedging and trading strategies, as well as designed technical analysis studies and forecasting programs including her acclaimed Kase Statware.
Classical Methods in Technical Analysis
Columnist at RealMoney.com
After learning technical analysis at the right hand of Justin Mamis during her tenure at Cowen, Helene Meisler led an exceptional career on the equity trading desks of Goldman Sachs and Cargill before taking a position writing technical market commentary for TheStreet. More than 20 years later, Helene’s process still guides readers through uncertain market conditions. Focusing on price, breadth, and classical techniques, Helene keeps a close eye on hundreds of US equities – mostly charting by hand.
State of the CMT Association
ALVIN KRESSLER, CEO & EXECUTIVE DIRECTOR
Technical Analysis of the Macro Economy
Chief Market Strategist & Head of the U.S. Macro Group at Canaccord Genuity
After an unprecedented crash and rally in 2020, investors have entered a new year full of choppy rangebound conditions. Chief Market Strategist of Canaccord Genuity, Tony Dwyer, will conclude the Americas Summit on Friday afternoon with his view of the equities markets. Taking the audience through his top-down approach to macroeconomic data and the current rotation themes that have bounced leadership between growth names in the technology and communications space with the cyclical sectors that have rallied on the expected recovery of the industrial economy.
CMT members, Candidates, Students, and Academic Partner Program schools: