Replay of Americas Summit

April 30, 2021 @ 4:00 pm – May 31, 2021 @ 7:59 pm
Replay of Webinar
Free for CMT members, candidates, & students; $30.00 for non-members
Barbara Terry


Monday, May 3, 2021 through Monday, May 31, 2021

FICC Strategy & Intermarket Overview
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
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
Incoming Secretary of the CMT Board of Directors

Technical Market Analysis: Industry Perspectives
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
Managing Partner & Head of Research at Fundstrat Global Advisors and
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
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
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
President of Kase and Company, Inc. CTA

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

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

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:



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...

James Cox

James Cox is the Founder and CEO of Taipan Trading and Investments Pte Ltd since 2012, based in Singapore. James’s journey into the markets started during the great financial crisis with a deep dive into the history and machinations of the monetary system. An early crypto...

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 at Chevron International.  She traded...

Bill Kelleher

Bill Kelleher, CMT, CFA

Bill Kelleher is the Deputy Chief Investment Officer and the Chief Operating Officer for ETFConcepts. The Connecticut-headquartered firm manages a systematic hedge fund utilizing proprietary algorithms that are intended to generate timely buy and sell signals by analyzing the...

Alvin Kressler

Alvin Kressler is Executive Director & CEO of the CMT Association. Alvin was previously Director of Research and Corporate Access at Bloomberg Tradebook.  Before joining Bloomberg, he was the Executive Director of The New York Society of Security Analysts (NYSSA). At...

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 Meisler 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...

Brett Villaume, CMT, CAIA

Brett Villaume, CMT, CAIA

Brett Villaume, CMT, CAIA, is Vice President of the CMT Association and has served on the Board of Directors since 2014.  Additionally, Brett is Senior Vice President and Director of Investor Relations at Pacific Premier Bancorp, Inc., a regional commercial bank headquartered...

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...

John Kolovos, CMT, CFA

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...

Tyler Wood

Tyler Wood is the Managing Director of Global Business Development at the CMT Association. In collaboration with CMT Association members and charterholders, Tyler has presented the tools of technical analysis around the world to investment firms, regulators, exchanges, and...