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April 29 & 30, 2021
Virtual Event

Worldwide

One Summit, Four Themes

Join us at the 2021 Americas Summit on April 29th & 30th. Featuring a slate of industry leading analysts, the Americas Summit is uniquely adapted to a digital-first experience. This event will take place fully online, covering four distinct themes over two days and featuring experts in each thematic topic presenting each day.

The four themes will encompass US equity markets as well as key global indices, Digital and Fiat currencies, Treasury yields and rates as they impact other asset classes, and the Commodities space. Expect to leave with cutting edge tools, trading strategies and actionable insights to improve your investment decisions.

Confirmed Speakers

Milton Berg, CFA

CEO, MB Advisors, LLC

Paul Ciana, CMT

Technical Strategist, Bank of America

James Cox

Founder and CEO, Taipan Trading & Investments

Tony Dwyer

Chief Market Strategist, Canaccord Genuity

Cynthia A. Kase, CMT, MFTA

President, Kase & Co. Inc.

Bruce Kish, CMT

Portfolio Manager, Millennium Investments

Thomas J. Lee, CFA

Managing Partner, Fundstrat

Helene Meisler

Columnist, RealMoney.com

Rashmi Shastry, CMT

Market Technician, AllStarCharts India

Ari Wald, CFA, CMT

Managing Director, Oppenheimer

This section is being updated as we confirm more speakers! Check back frequently for the latest information.

Registration

REGISTRATION INFORMATION

Non Member early registration price: $75 (March 5 – April 21)

Non Member standard registration price: $100 (April 22 – April 30)

Members, Students (including CMT Program Candidates), and Academic Partner Program schools: FREE

Please ensure you are logged in before registering.

Keep an eye on this page – confirmed speakers and other important details will be added in the coming weeks!

Timely Topics

Thursday morning, April 29, 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.

Friday morning, April 30, will focus on 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.

Thursday afternoon 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 afternoon will focus on US Equity markets as well as 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.

Frequently Asked Questions

Who should attend?

Portfolio managers, traders, allocators, wealth managers, quantitative system developers, and research analysts – both buy-side or sell-side. Presentations are generally aimed towards a professional audience with certain assumed knowledge of the industry. However, the tenure of attendees is extremely diverse, ranging from associates in their first few years to industry veterans with decades of experience.

What is the dress code?

Because this is a virtual conference, you can wear whatever you like. Attendees may not always be able to see each other due to the lecture format of the presentations; however, business casual clothing is strongly recommended for all attendees who wish to network with each other.

Portfolio managers, traders, allocators, wealth managers, quantitative system developers, and research analysts – both buy-side or sell-side. Presentations are generally aimed towards a professional audience with certain assumed knowledge of the industry. However, the tenure of attendees is extremely diverse, ranging from associates in their first few years to industry veterans with decades of experience.

Because this is a virtual conference, you can wear whatever you like. Attendees may not always be able to see each other due to the lecture format of the presentations; however, business casual clothing is strongly recommended for all attendees who wish to network with each other.