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In Person: The History and Evolution of Technical Analysis on Wall Street

November 20, 2024
05:00 pm - 08:00 pm
America/New_York
Bloomberg Park Ave Office
120 Park Avenue New York 10017 United States
Join Bloomberg Intelligence and the CMT Association for an in-person, evening event on November 20th at Bloomberg’s Park Avenue office in NYC to celebrate the advancement of the discipline, the evolution of the practice, and the leadership provided by Bloomberg’s cutting-edge data visualization and on-terminal analytics. The evening will feature a discussion on the history and evolution of technical analysis on Wall Street, sessions by Bloomberg showcasing the tools available to today’s practitioners and a closing session with top-ranked Wall Street analysts on today’s market conditions.

CMT Charterholders are also celebrating a significant milestone for the field of Technical Analysis. 20 years ago, FINRA recognized technical analysis as a rigorous professional discipline with equal weighting to fundamental analysis. Two groups of Wall St. analysts were recognized for an exemption on the Series 86 exam – CFA and CMT charterholders.

Agenda

  • 5:00 PM – Registration & Refreshments
  • 5:15 PM – Welcome Remarks
  • 5:20 PM – The Future of Technical Analysis, powered by Bloomberg
      • Christopher Cain, CMT, U.S. Quantitative Equity Strategist, Bloomberg Intelligence
      • Damanick Dantes, CMT, Technical Analysis Specialist, Bloomberg
  • 5:35 PM – Panel Discussion: The History and Evolution of Technical Analysis on Wall Street
      • Ralph Acampora, CMT, Professor, NYIF
      • David Krell, CMT, Founder, International Securities Exchange (ISE)
      • Ken Tower, CMT, Chief Executive Officer, Quantitative Analysis Service, Inc (QAS)
      • Stanley Dash, CMT, CMT Program Director, CMT Association
  • 6:05 PM – Bloomberg Intelligence’s Automated Technical Pattern Recognition (ATPR)
      • Anthony Feld, Senior Bloomberg Intelligence Technical Strategist
  • 6:15 PM – Panel Discussion: Trends, Themes & Catalysts: Equity Strategies for 2025
      • Craig Johnson, CMT, CFA, Managing Director and Senior Technical Research Analyst, Piper Sandler
      • Mary Ann Bartels, Chief Investment Strategist, Sanctuary Wealth
      • David Keller, CMT, President and Chief Strategist, Sierra Alpha Research LLC
      • John Kolovos, CMT, CFA Head of Technical Strategy, Macro Risk Advisors
  • 7:00 PM – Closing Remarks
  • 7:05 PM – Networking Cocktail Reception
  • 8:00 PM – Event Concludes