The New York Chapter of the CMT Association invites you to our next chapter meeting on Tuesday, January 22, 2019. We are pleased to have Joe Perry, CMT, as our Moderator of the panel.

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

Dan Russo, CMT
Michael Sroga, CMT
Alan Lax, CMT
Jay Woods, CMT
New York Chapter Chairs

TOPIC
Fixed Income, Commodities, and Currencies – Strategy & Process
*  Outlook for 2019
*  How Will Price Movement in USD, Commodities and Interest Rates Affect Other Markets?
*  What’s on your Radar Screen?

A short presentation from each speaker that will be followed by the panel discussion.

PANELISTS
Robert Palladino, CMT
Head of North American Foreign Exchange Spot Trading, Deutsche Bank

Paul Ciana, CMT
Chief Global FICC Technical Strategist and Director of Research, Bank of America

LOCATION
WeWork Offices
25 Broadway
Lounge Area, 10th Floor
New York City

REGISTRATION
Free to members and non-members.

The Chicago Chapter of the CMT Association invites you to our next meeting Wednesday, January 23, 2019.  We are pleased to have Katie Stockton, CMT of Fairlead Strategies, LLC as our guest speaker for this event.

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

Samuel Borrelli, CMT
Matt Nygaard, CMT
Jimmy Erdmier, CMT
Chicago Chapter Chairs

PRESENTER
Katie Stockton, CMT
Founder & Managing Partner
Fairlead Strategies, LLC

TOPIC
Using Charts for a Directional Bias
Katie will discuss her preferred technical indicators for gauging prevailing trends across time frames. She will also discuss how to identify reversals using a combination of momentum and overbought/oversold measures, applying her preferred tools to the current market environment.

LOCATION
Chicago Board of Trade
141 W. Jackson Blvd.
5th Floor Board Room
Chicago, IL 60604-2992

REGISTRATION
Free to members and non-members

The Tampa Chapter of the CMT Association and First Trust cordially invite you to our next event on Tuesday, January 29, 2019.  We are pleased to have Dave Keller as our guest speaker.

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

Eric Caisse, CMT, CFP, CFA
Tampa Chapter Chair

AGENDA
6:00PM – 6:30PM Cocktails
6:30PM – 8:00PM Dinner & Program

TOPIC
The Three Time Frames of Technical Analysis
Price momentum is a persistent factor that has stood the test of time. But depending on your time frame, your technical approach should look very different. David will draw on his experience running the largest buyside technical research department in the world to explore how technical analysis can be applied to short-term, medium-term, and long-term investing styles. Attendees will leave with new insights into price dynamics and the behavioral biases that cause price patterns to emerge.

PRESENTER
Dave Keller, CMT
President
Sierra Alpha Research LLC

LOCATION
Tampa Club
101 E Kennedy Blvd #4200
Tampa, FL 33602

REGISTRATION
Free to members and non-members

The Zurich Chapter of the CMT Association invites you to our meeting on Wednesday, January 30, 2019. We are pleased to have Pascal Zingg, Dimitrios Manolidis and John Manieri as our guest speakers for this event.

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

Ulrich Bender, CMT
David Meier, CMT
Zurich Chapter Chairs

TOPIC I
How Technical Analysis is used within Credit Suisse & Global Markets Outlook 2019
Pascal will explain how Technical Analysis is used within Credit Suisse Investment Strategy and how the methodology works.
He will also share his Technical Analysis views on global markets across asset classes.
Pascal Zingg, CMT, CFTe, CAIA
Senior Investment Strategist & Vice President, Credit Suisse

TOPIC II
Impact of Personal Belief Systems on Investment Success
The way we perceive the markets impacts our thoughts, feelings and actions. These create our results. Understanding yourself is therefore a key factor for consistent success.
Dimitrios Manolidis

TOPIC III
The Evolution of Active Management-a holistic Approach
The traditional active management is changing. Having not only ETFs as alternative instruments to invest in, but also pattern recognizing Robo-Advisory capabilities will define and challenge human-based decision making processes within the asset management space.
John Manieri

LOCATION
Oak Bar at the Hotel Glärnischhof
Claridenstrasse 30
8002 Zurich, Switzerland

REGISTRATION
Free to members and non-members

The Richmond Chapter of the CMT Association welcomes you to our next event on Thursday, January 31, 2019. We are pleased to have Fred Meissner of The Fred Report as our guest speaker.

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

Cody Tafel, CMT
Richmond Chapter Chair

PRESENTER
Fred Meissner, CMT
President
The Fred Report

REGISTRATION
Free to members and non-members

The New York Chapter of the CMT Association invites you to our meeting on Thursday, February 7, 2019. We are pleased to have David Aferiat and Lucas Downey as our guest speakers.

We encourage you to bring clients or colleagues interested in Technical Analysis and Artificial Intelligence to this presentation. We hope to see you there!

Dan Russo, CMT
Michael Sroga, CMT
Alan Lax, CMT
Jay Woods, CMT
New York Chapter Chairs

AGENDA
Registration:      5:30PM – 5:45PM
Presentations:   5:45PM – 7:00PM

TOPIC I
Market Impact of Securing Alpha with Artificial Intelligence
Markets are roiling with seismic change: Macroeconomic policy, global politics, the return of volatility, Black Swan events, and a continued string of fund redemptions.
Join a conversation on the market impact A.I. powered technology is making in both active and passive investment management. We’ll discuss methodologies behind one fintech innovator (Trade Ideas) process of applying data science to market analysis.
PRESENTER
David Aferiat
Managing Partner, Trade Ideas

TOPIC II
Outliers
The best stocks have tell-tale signs. Find out how focusing on stocks with great technicals, superior fundamentals, and most-likely unusual institutional trading activity can bring an edge in stock selection.
PRESENTER
Lucas Downey
Co-Founder, mapsignals.com

REGISTRATION
Free to members and non-members

We welcome our guest speakers, Katie Stockton and James Cox, to our first chapter event in the Year of the Pig on Monday, February 18, 2019.

Katie will share the methodology and specific indicators applied in her career on Wall Street, and which she now shares with some of the largest global asset managers via her new independent research company, Fairlead Strategies LLC.  Her presentation will have critical insights for local asset managers as to the opportunities and inflections points for regional and global equity markets in 2019.

James Cox, a scholar of the trend following school of trading, applies strict risk management and technical principles to his investment approach in crypto currencies and futures markets.  His presentation will tackle the topic or “myth” in respect to money in a way that is certain to elicit a reaction as to your beliefs about blockchain, crypto currencies and the financial system.

Whether you are a quantitative trader, a fundamental stock picker, a chart purist, or simply hoping to gain an insight into the value of the CMT qualification then this is an event you will not want to miss!

Jake Damien Chow, CMT
Jamie Coutts, CMT, CFTe
Singapore Chapter Chairs

REGISTRATION & NETWORKING
5:30PM

OPENING ADDRESS
6:25PM
Jamie Coutts, CMT, CFTe
Bloomberg, Equity Research Specialist
CMT Association Singapore Chapter Co-Chair

TOPIC I
6:30PM
TECHNICAL INDICATORS FOR A DIRECTIONAL BIAS & MARKET OUTLOOK FOR 2019
Time tested ways in which to identify support and resistance.
How to identify reversals, using a combination of momentum and overbought/oversold measures.
Applying these techniques and tools to the current market environment and provision of a technical outlook for 2019.
Time will be set aside for Q&A so the methodology can be applied in real-time.
Katie Stockton, CMT
Founder & Managing Partner, Fairlead Strategies LLC

TOPIC II
7:15pm
TREND FOLLOWING AND MAKING “MONEY” IN THE BLOCKCHAIN ERA
Understanding the difference between Blockchain & Crypto
Money as a Myth – a historical perspective for the 21st Century
It’s the Money not the Technology that matters
Technical and Fundamental Analysis and how the interplay affects short-term and long-term investment strategies in all markets including crypto
A display of real trades including the good, the bad and the missed opportunities
James Cox
Taipan Trading and Investments Pte. Ltd.
Founder And CEO, James Cox

Q&A SESSION
7:45PM

• You must be registered
• This event is off-the-record.
• Bloomberg/CMT Association reserves the right to final say in registration discrepancy.
• Kindly bring along a Photo ID and Business Card for verification purposes.
• Please note that registration via the link does not serve as a confirmation. Registration will be reviewed and you will be contacted directly if further clarification is required.
• If you have a disability and require accommodation in order to fully participate in this event, please email us at spseminar@bloomberg.net. You will be contacted by someone from our staff to discuss your specific needs.

The Minnesota Chapter of the CMT Association invites you to our next chapter meeting on Tuesday, February 19, 2019. We are pleased to have Greg Schnell, CMT, MFTA as our guest speaker.

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

Ralph Acampora, CMT
Craig Johnson, CMT, CFA
Jamie Keelin, CMT
Kyle Lottman, CFA
Adam Turnquist, CMT
Minnesota Chapter Chairs

PRESENTER
Greg Schnell, CMT, MFTA
Senior Technical Analyst
StockCharts.com

LOCATION
Piper Jaffray Headquarters
800 Nicollet Mall
Minneapolis, MN 55402

Please check the sign in the lobby for the final meeting location and take the Guest elevators to the appropriate floor.

REGISTRATION
Free to members and non-members

The Chicago Chapter of the CMT Association cordially invites you to our meeting on Thursday, February 28, 2019.  We are pleased to have Josh Freivogel of CQG as our guest speaker for this event.

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