Events Calendar

Oct
19
Thu
CMT Exams October 2017
Oct 19 @ 12:00 am – Oct 21 @ 12:00 am

October 2017 CMT Exam Administration

The level I and II exams will be offered October 19 – 21, 2017
The level III exam will be held on October 19, 2017

Registration Dates

Early Registration Begins: June 15, 2017

Standard Registration Begins: August 16, 2017

Registration Deadline: September 19, 2017

Exam Registration Fees

Early Registration: $250

Standard Registration: $350

Eligibility Fees

Membership (annual): $325

Program Enrollment (one-time): $250 

Curriculum (books sold by Wiley)$225+

Oct
23
Mon
Montreal Chapter of The Canadian Society of Technical Analysts @ Echelon Partners
Oct 23 @ 5:30 pm – 7:00 pm

Speaker: Gabriella Szasz

Further details to follow.

 

Registration:  https://csta.org/event-2682278/Registration

Oct
24
Tue
Chicago Chapter Meeting Featuring Robert Padro @ Chicago Board of Trade – Conference Room Alpha
Oct 24 @ 4:30 pm – 6:00 pm

The Chicago Chapter of the CMT Association invites you to our next meeting Tuesday, October 24, 2017. We are pleased to have Robert Pardo from Pardo Capital Management, LLC as our guest speaker for this meeting.

We encourage you to bring clients or colleagues interested in technical analysis to this presentation. We look forward to seeing you there!

Samuel Borrelli, CMT
Matt Nygaard, CMT

Chicago Chapter Co-Chairs


Date
Tuesday, October 24, 2017

Time
4:30 – 6:00 PM

Topic
AI Frontiers in Trading
Robert will look at the relationship between hardware development as it has enabled the use of artificial intelligence in trading. He will then discuss a few of the most fruitful AI frontiers for trading.

Presenter
Robert Pardo Pardo Capital Management, LLC

Location
Chicago Board of Trade – Conference Room Alpha
141 W. Jackson Blvd.
Chicago, IL

Registration
Registration is free for members and non members. Registration is available here

 

Oct
25
Wed
Webcast: “Common Candlestick Charting Mistakes” with Steve Nison, CMT
Oct 25 @ 12:00 pm – 1:00 pm

In this live session, Steve Nison, CMT will reveal some of the most frequent misuses when using candlesticks as part of trading and investing analysis.

Nov
1
Wed
Webcast: “Don’t Predict, Prepare! How Using Risk Management Strategies Can Optimize Your Trading” with Lance McDonald, CMT
Nov 1 @ 12:00 pm – 1:00 pm

“There is a time for daring and there’s a time for caution, and a wise man understand which is called for.” (Dead Poets Society)  Lance McDonald, CMT will share how he manages market risk and how you can create your own risk management tool.

Nov
2
Thu
Los Angeles Chapter Meeting Featuring David Keller, CMT @ Ports O’ Call Waterfront Dining
Nov 2 @ 6:00 pm – 8:00 pm

The Los Angeles Chapter of the CMT Association welcomes you to our next event on Thursday, November 2, 2017. We are pleased to have David Keller, CMT as our guest speaker. David will present The Mindless Investor and the Mindful Investor. The meeting will kick off with a registration reception and dinner will be served during the presentation.

We encourage you to bring clients or colleagues interested in technical analysis to this presentation. We hope to see you there!

Please see below for more information.

Owen Cupp
Brett Villaume, CMT, CAIA
Los Angeles Chapter Chairs


DATE
Thursday, November 2, 2017

TIME
Registration/Reception 6:00pm – 7:00pm
Lecture begins promptly at 7:00pm

TOPIC
The Mindless Investor and the Mindful Investor
Investors are constantly inundated with pervasive technology and innumerable distractions.  In this session, we will discuss the qualities of the mindless investor, blindly chasing performance and falling victim to whatever eye candy pops up on their screens.  We will also review the characteristics of the mindful investor, exhibiting patience and steadfast calm in the face of information overload.  By taking a more mindful approach to your investment process, you will find it easier to tune out the noise and focus on generating alpha.

PRESENTER
David Keller, President, Sierra Alpha Research

LOCATION
Ports O’ Call Waterfront Dining
1200 Nagoya Way
San Pedro, CA 90731

REGISTRATION
$25 for current CMT Association Members
$40 for non-members
*You must register in advance to attend this meeting

Nov
3
Fri
San Francisco Behavioral Finance Symposium @ Golden Gate University
Nov 3 @ 1:00 pm – Nov 4 @ 8:00 pm

CMT Association and BehavioralFinance.com are co-hosting the 5th Annual Behavioral Finance Symposium on November 3rd – 4th in San Francisco’s SoMa district. This investment conference is a unique educational event conceived and curated by faculty members from Golden Gate University, UC Berkeley Extension, and University of San Francisco. Partnering with professional organizations, this conference has become a must see event for the financial community.

Now in its fifth year, the Behavioral Finance Symposium will deliver a stellar cast of experts to enlighten you and improve your approach to markets.

The event represents a content-rich educational forum where investment professionals, industry experts, authors, and researchers all come together to advance their understanding of markets and to learn how principles of behavioral finance are being applied to trading and investing. Pioneering content is presented by academic and industry practitioners and the conference agenda is balanced with a full agenda of networking opportunities for all attendees to extend the collaboration between the financial community and Bay Area universities.

New this year, three concurrent workshops with run Friday afternoon and all attendees are invited to attend a celebratory opening reception at Palomino’s from 5-8pm. The conference will continue all day Saturday from 8-4pm. Presentations are all graciously hosted by GGU at their downtown campus just south of market street.


DATE
November 3-4, 2017

TIME
Friday Workshops: 1:00 PM – 4:00 PM PT
Friday Networking Reception: 5:00 – 8:00 PM PT @ PALOMINO’S
Saturday Conference: 8:00 – 4:00 PM PT

PRESENTERS

LOCATION
Golden Gate University
536 Mission Street
San Francisco, CA 94105

REGISTRATION 

  • Full Symposium and Workshop – $445.00
  • Discounted Admission made available through the CMT Association = $375.00
    Registration code required partner17
  • Symposium only – $395.00
  • Workshop only – $165.00

*Symposium registration includes Friday evening reception, Saturday breakfast, lunch, and networking opportunities.

*Cancellations will be accepted through October 30th for a full refund.

 

Nov
9
Thu
Malaysia Chapter Seminar @ Level 11, Tower 1 RHB Centre (next to Royal Selangor Golf Club)
Nov 9 @ 6:00 pm – 10:00 pm

The Malaysia chapter of the CMT Association invites you to our next seminar on Thursday, November 9, 2017. We are pleased to have Tyler Wood, David Lo, Alex Siew Wee Chai, and Jeff Zhao Ke Wei as our guest speakers for this seminar.

We encourage you to bring clients or colleagues interested in technical analysis to this presentation. We look forward to seeing you there!

Complete event details are listed below.

Siew Wee Chai (Alex)
William Yii, CMT
Jeff Toh Chuan Hock
Malaysia Chapter Co-Chairs


DATE

Thursday, November 9, 2017

TIME
6:00 PM – 10:00 PM

TOPIC & PRESENTERS
TYLER WOOD,
Managing Director of Global Business Development, CMT Association
“Navigate the Gap Between Intrinsic Value and Market Price”

DAVID LOHead of Business Development, Futures & Commodities, RHB Investment Bank Berhad
“Success or Ruin? The Role of Money Management in Trading”

ALEX SIEW WEE CHAI, Fund Manager, VCB Capital Sdn Bhd
“Getting Started in Algorithmic Trading”

JEFF ZHAO KE WEI, Country Manger, Homily Stone
“Bankers Operations Secret”

LOCATION
Level 11, Tower 1 RHB Centre
(next to Royal Selangor Golf Club)
Jalan Tun Razak
55000 Kuala Lumpur
Wilayah Persekutuan

REGISTRATION
Registration is free for members and non-members.

 

Denver November ’17 Chapter Meeting @ Spaces Denver - Ballpark
Nov 9 @ 4:30 pm – 6:00 pm

The Denver Chapter of the CMT Association invites you to our next meeting on Thursday, November 9th. The event will be held at our NEW LOCATION, Spaces Denver – Ballpark, address below. Meetings will be held at this address on the second Thursday of each month from 4:30 to 6pm.

This month’s agenda includes:

  • Brian Shannon on Volume Weighted Average Price
  • Mike Carr will discuss a topic that is TBD

Jason Meshnick, CMT
Louis Llanes, CFA, CMT
Denver Chapter Co-Chairs


DATE
Thursday, November 9th, 2017

TIME
4:30 PM – 6:00 PM

LOCATION
Spaces Denver – Ballpark
2301 Blake Street
Denver, CO 80205
+1-303-309-4300

REGISTRATION
Registration is free for members and non-members. Please register here.

Nov
13
Mon
Dallas Chapter Meeting featuring John Suvanto, CMT @ AIA Dallas
Nov 13 @ 6:30 pm – 8:00 pm

The Dallas Chapter of the CMT Association invites you to our next meeting Monday, November 13, 2017. We are pleased to have John Suvanto, CMT as our guest speaker for this meeting.

We encourage you to bring clients or colleagues interested in technical analysis to this presentation. We look forward to seeing you there!

Vince Regan, CMT
John Suvanto, CMT
Matt Trump, CMT
Dallas Chapter Co-Chairs


DATE

Monday, November 13, 2017

TIME
6:30pm

TOPIC
Options Strategy for Today’s Markets

PRESENTER
John Suvanto, CMT

LOCATION
AIA Dallas
1909 Woodall Rodgers Freeway
Suite 100
Dallas, TX 75201

REGISTRATION
Free to members & non-members