Webcast: The Million Dollar Blueprint: A Proven Guide to Growing a 7-Figure Financial Advisory Practice Part 1 with Adam Koós, CMT
Educational Web SeriesA webcast presentation by Adam Koós, CMT as part of the CMT Association's Educational Web Series. About the Presentation: Do you feel “stuck?” Are you a growth-minded, goal-oriented financial advisor, but struggling to take your firm to the next level? What about your mindset – are you stressed out, or have you reached a point where you’re not as excited about your practice as you once were? Have you ever thought to yourself, “I’m like a V-10 engine, ready to race toward greatness… if I could just find the right fuel to get me there?!” In this 1-hour presentation, Adam Koós crams a plethora of tested and proven methods to grow your financial advisory firm in ways that surpass all your expectations. You’ll learn tips on how to attract new clients, perfect your client on-boarding process, increase your conversion ratios, get more referrals from clients and COIs, prospect for new […]
In-Person: Denver Chapter meeting featuring Fred Meissner, CMT
Root Down Restaurant 1600 W 33rd Avenue, Denver, United StatesThe Denver Chapter of the CMT Association invites you to our meeting on Wednesday, July 31, 2024. We are pleased to have Fred Meissner as our guest speaker for this event. Invesco is sponsoring the dinner event. We encourage you to bring clients and colleagues interested in technical analysis to this presentation. We look forward to seeing you there! Jason Meshnick, CMT Louis Llanes, CMT, CFA Denver Chapter Chairs SPEAKER: Fred Meissner, CMT Founder & President, The Fred Report SPONSOR:
Webcast: Charles H. Dow Award Paper on New Lows with Ralph Mercier Vince
A webcast presentation by Ralph Mercier Vince, as part of the CMT Association's Educational Web Series. About the Presentation: We will discuss the implications of new lows, both in the US market and others time permitting.
Virtual: Women in TA Chapter Meeting featuring Kristi Mallory
Virtual Meeting Link will be distributed prior to eventThe Women in TA Chapter of the CMT Association invite you to our meeting on Friday, August 16, 2024. Kristi Mallory will be our guest speaker. We hope you will join us! TOPIC: Networking, Mentoring, Connection, and Coaching PRESENTER: Kristi Mallory Executive Business Coach You will receive an email with the Link to the zoom call on the day of event. Karen Benefiel, CMT, CPA Kelly Corbiere, CMT, CFA, CFP Gina Martin Adams, CMT, CFA Women in TA
In-Person: Northern Ohio Chapter – Networking Happy Hour
Rosewood Grille – Rosewood Room 16740 Royalton Road, Strongsville, OH, United StatesThe Northern Ohio Chapter of the CMT Association invites you to our mid-year Networking Happy Hour Event on Tuesday, August 20, 2024. Meet fellow financial professionals and bring your best ideas to the meeting. We will be discussing charts and technical setups for the remaining 2024 year. We encourage you to invite clients or colleagues interested in technical analysis. We hope to see you there! Non- members welcome! Steve Muir, CMT, CFA Kevin Pietrzyk, CMT, CFTe Greg Harmon, CMT CFA Northern Ohio Chapter Chairs Registration Closes at 4:00 PM on August 19, 2024
Webcast: “CRYPTOCURRENCY: How to manage a crypto fund” with Javier Pineda, CMT
A webcast presentation by Javier Pineda, CMT as part of the CMT Association's Educational Web Series. About the Presentation: In this session, Javier Pineda will demystify the complexities of cryptocurrency fund management. With years of experience in the financial sector and a deep understanding of digital assets, Javier will share invaluable insights into: Understanding the Crypto Market: Gain a comprehensive overview of the cryptocurrency landscape, including key trends and market dynamics. Risk Management Strategies: Learn how to identify, assess, and mitigate risks unique to cryptocurrency investments. Portfolio Diversification: Discover the best practices for diversifying your crypto assets to optimize returns and minimize risks. Regulatory Considerations: Navigate the evolving regulatory environment and ensure compliance in your crypto fund operations. Advanced Investment Techniques: Explore sophisticated investment strategies and tools to enhance your crypto fund performance. This webinar is a must-attend for financial professionals, fund managers, and anyone interested in mastering the art of cryptocurrency fund management. Whether […]
Webcast: Technical Asset Allocation vs Tactical Asset Allocation with Andreas Clenow
Virtual Meeting Link will be distributed prior to eventThis presentation demonstrates how a simple technical analysis method can greatly improve classic asset allocation models. Starting with already empirically proven tactical asset allocation models, we're going to see adding a technical layer will impact the returns over time. Every detail will be shown and all rules explained.
Webcast: Trading Trends with John Salama
Virtual Meeting Link will be distributed prior to eventAbout the Presentation: John Salama will be reviewing the top absolute (long and short) trades from the past year to assess trend persistence and identify potential setups for systematic and technical trading. Additionally, he’ll cover tickers sent in the chat, including both macro trends and individual securities.
In-Person: Buff Dormeier, CMT® At the Chicago Board Options Exchange (CBOE)
The Library - The Old Post Office 433 W. Van Buren Street, Chicago, IL, United StatesJoin us for an exclusive event on Monday, September 16th from 4:00 PM - 6:00 PM with the author of 'The Volume Factor – The Missing Piece' Buff Dormeier, CMT®. AGENDA: 4:00 PM - 5:00 PM Book Signing: The Volume Factor – The Missing Piece: Goals-Based Investment Strategies to Achieve Successful Investment Outcomes Each attendee will receive a complimentary copy of Buff's book! 5:00 PM - 6:00 PM Presentation: Volume Factor Momentum: Discover the Missing Piece in Momentum Strategies Do you find yourself facing the challenge of directing resources to assets that are already currently surging in success? Are you confident about the future sustainability of the trend? Buff’s presentation explores a game-changing solution. We delve into two decades of Volume Factor studies to uncover a hidden dimension in momentum analysis, one that’s often overlooked – Volume Confirmation.
Exploring Modern Technical Analysis: For Investment Performance & Career Advancement
Dubai International Financial Centre The Gate Village, Gate Village, Building 2, Dubai, United Arab EmiratesJoin us for the upcoming in-person joint event between CMT Association and DIFC Academy where we come together to explore the world of Technical Analysis and its relevance to all front office and alpha capture workflows. This immersive half-day workshop with our below-listed speakers highlights practitioners’ use of technical analysis across multiple timeframes and investment strategies. During these sessions, we explore topics like market behavior, risk management, leveraging chart patterns, trend analysis, and cutting-edge indicators. Whether you're a seasoned investor or just starting your journey, you'll gain invaluable insights and practical tools to navigate today's dynamic markets with confidence. Capitalize on the opportunity to build your TA knowledge and network with like-minded professionals. Register Now Agenda: 9:30 AM-9:50 AM Registration & Networking 9:50 AM - 10:20 AM Embark on Your Journey: Beginning with Technical Analysis Dive into the exciting world of technical analysis with Ramy as he shows you the […]
In-Person: Northern Ohio Chapter Meeting Featuring Jeff deGraaf, CMT, CFA
Marcum Wealth 600 Superior Avenue East, Suite 800, Cleveland, OH, United StatesThe Northern Ohio Chapter of the CMT Association invites you to next meeting on Tuesday, September 17, 2024. Our guest speaker is Jeff deGraaf. This is a rare opportunity in Cleveland to hear Jeff speak. You will not want to miss this event! We encourage you to invite clients or colleagues interested in technical analysis. We hope to see you there! Non- members welcome! Steve Muir, CMT, CFA Kevin Pietrzyk, CMT, CFTe Greg Harmon, CMT CFA Northern Ohio Chapter Chairs SPEAKER: Jeff deGraaf, CMT, CFA Chairman and Head of Technical Research Renaissance Macro Securities, LLC TOPIC: Analyzing the markets with historical data Jeff deGraaf, CMT, CFA is an Institutional Investor's Analyst Hall of Fame member with over a decade as the #1 ranked technical analyst on Wall Street. He will break down what he’s seeing in the charts for the markets currently and opportunities in the 4th quarter. Jeff will […]
In Person: Bengaluru Chapter Meeting featuring Umakanth Rao CMT, Zakhil Suresh, Subhash Agarwal, Kshrey Jain CMT & Mitesh Kumar CMT
WeWork Prestige Central, Bengaluru, Karnataka , IndiaMastering Market Strategies: An Exclusive Session with Technical Analysts Join us on September 26th @ 5.00PM An exclusive session with seasoned technical analysts as they share their market strategies and insights, offering attendees practical knowledge and expertise. The event will also feature the latest updates from the CMT Association and highlight diverse career opportunities in technical analysis, providing valuable guidance on leveraging these skills for professional growth and success. Event Details Date: Sept 26th Location: WeWork Prestige Central, Bengaluru, Karnataka Admission: FREE Time: 5:00 PM - 7:00 PM Reserve Your Spot Now! We look forward to seeing you there! PS: Please Note event is free but it is mandatory to register and RSVP first.