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Events

Events Calendar

Jan
21
Tue
Minnesota Chapter Meeting featuring John Kolovos, CMT, CFA @ Piper Jaffray Headquarters, 9th Floor
Jan 21 @ 4:00 pm – 5:00 pm

The Minnesota Chapter of the CMT Association invites you to our chapter meeting on Tuesday, January 21, 2020. We have the pleasure of John Kolovos of Macro Risk Advisors as our guest speaker.

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

DATE
January 21, 2020

TIME 
4:00 PM

LOCATION 
Piper Jaffray Headquarters, 9th Floor
800 Nicollet Mall
Minneapolis, MN 55402

REGISTRATION
Free to members and non-members
Please check the sign in the lobby for the final meeting location and take the Guest elevators to the appropriate floor.

Jan
22
Wed
Webcast: “Using Money Flow Spread Analysis to Buy & Sell ETFs” with The Brogan Group
Jan 22 @ 12:00 pm – 1:00 pm

The Brogan’s are going to talk about how they use Money Flow on ETF’s thru the application of their Money Flow Spread Indicator (MFSI).  Obviously, ETF’s have become one of the most attractive investments over the past decade and thru 40 years of researching Money Flow the Brogan’s have discovered how to effectively use Money Flow in their decision making process to Buy or Sell ETF’s.  During the webinar we are going to talk about the history of Money Flow as well as showcase the application of the Money Flow Spread Indicator on the SPDR S&P500 ETF.  It will be a very fast, exciting presentation and we look forward to seeing you all there.

Jan
23
Thu
Chicago Chapter Meeting featuring Jim Bianco, CMT @ Chicago Board of Trade
Jan 23 @ 4:30 pm – 6:00 pm

The Chicago Chapter of the CMT Association invites you to our meeting Thursday, January 23, 2020.  We are pleased to have James Bianco, CMT of Bianco Research, 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
Jimmy Erdmier, CMT

Chicago Chapter Chairs

DATE
Thursday, January 23, 2020

TIME
4:30 – 6:00 PM

PRESENTER
James Bianco, CMT, President and Macro Strategist
Bianco Research, LLC

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

REGISTRATION
Registration is free for members and non-members.
Please check in at the second floor security desk.

Jan
27
Mon
Mumbai Chapter Meeting @ Bloomberg Office
Jan 27 @ 5:30 pm – 7:00 pm

The Mumbai Chapter of CMT Association invites you to our next event on Monday, January 27, 2020.

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

Akshay Chinchalkar, CMT
Vishal Mehta, CMT
Mumbai Chapter Chairs

DATE
January 27, 2020

TIME
5:30PM

LOCATION
Bloomberg Office
Unit No.1601, 16th Floor, Tower 2, B Wing
One India Bulls Centre, 841, Off Senapati Bapat Marg
Lower Parel West
Mumbai, Maharashtra 400013

REGISTRATION
Free to members and non-members

Jan
29
Wed
Webcast: “Breadth Equity Research-Current U.S. Markets” with John Price, CMT
Jan 29 @ 12:00 pm – 1:00 pm

An in depth analysis and discussion to define risk and opportunity surrounding different time frames, while using breadth research. The analysis will specifically include Indices, ETF’s, Sectors and Derivatives. 

Feb
4
Tue
Atlanta Chapter Meeting Featuring Dave Keller, CMT @ Terry College of Business
Feb 4 @ 4:45 pm – 7:00 pm

The Atlanta chapter of CMT Association invites you to our next meeting on Tuesday, February 4, 2020 featuring Dave Keller of StockCharts.com as our guest speaker
We encourage you to bring clients or colleagues interested in technical analysis to this presentation.  We look forward to seeing you there!

Dean Christians, CMT
Paul Wankmueller, CMT
Mike Fields, CMT

Atlanta Chapter Chairs

DATE
February 4, 2020

TIME 
4:45 PM – Refreshments at The Bucket Shop Café
5:45 PM – Presentation

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 working with institutional investors and financial advisors to explore how technical analysis should 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.

LOCATION
Terry College of Business
3475 Lenox Road NE
Room 334
Atlanta, GA 30326-3228

REGISTRATION
Free to members and non-members

Feb
18
Tue
Minnesota Chapter Meeting featuring Katie Stockton, CMT @ Piper Jaffray Headquarters
Feb 18 @ 4:00 pm – 5:00 pm

The Minnesota Chapter of the CMT Association invites you to our chapter meeting on Tuesday, February 18, 2020. We have the pleasure of Katie Stockton as our guest speaker.

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

DATE
February 18, 2020

TIME 
4:00 PM

LOCATION 
Piper Jaffray Headquarters
800 Nicollet Mall
Minneapolis, MN 55402

REGISTRATION
Free to members and non-members
Please check the sign in the lobby for the final meeting location and take the Guest elevators to the appropriate floor.

Feb
20
Thu
Puget Sound Chapter Meeting Featuring Dave Keller, CMT @ the Old Seattle P-I Building
Feb 20 @ 7:00 pm – 8:30 pm

The Puget Sound Chapter of the CMT Association invites you to our chapter meeting on Thursday, February 20, 2020. We are pleased to have David Keller as our guest speaker presenting The Three Time Frames of Mindful Investing.

We encourage you to bring clients or colleagues interested in technical analysis to this presentation. Complete event details are listed below. We hope to see you there!

Leslie Jouflas, CMT
Brant Greene, CMT
Carl Jorgensen
Puget Sound Chapter Chairs

DATE
February 20, 2020

TIME
7:00 PM

PRESENTER
David Keller, CMT
Chief Market Strategist, StockCharts.com
President and Chief Strategist, Sierra Alpha Research LLC

TOPIC
The Three Time Frames of Mindful Investing
A mindful investor is aware of the present, learns from the past, and plans for the future. The most important aspect of market awareness is understanding your investment horizon and using a toolkit that is line with that time frame. We will review technical approaches that are most applicable to short-term, medium-term, and long-term investing, and address common mistakes made by institutional investors. We will also discuss how applying the lessons of mindfulness training can help you manage risk as well as manage your own behavioral biases.

LOCATION
First Floor Conference Room
101 Elliott Ave W  (The old Seattle P-I Building)
Seattle, WA 98119

If you would like to grab a bite or a beverage with other members ahead of the meeting, we’ll be at Buckley’s Queen Anne, 232 1st Ave W, Seattle, WA 98119 at 5:00 pm,  just 3 blocks uphill from the meeting venue.  https://www.buckleyspubs.com/queenanne/

REGISTRATION
Registration is free for members and non-members
Feb
25
Tue
Chicago Chapter Book Group featuring Gregory Zuckerman @ Chicago Board of Trade
Feb 25 @ 4:30 pm – 6:00 pm

The Chicago Chapter of the CMT Association cordially invites you to our meeting on Tuesday, February 25, 2020.  We are pleased to have Gregory Zuckerman as our special guest for this event.  He will joining us by SKYPE to discuss his newest book, The Man Who Solved the Market: How Jim Simons Launched the Quant Revolution.

We look forward to seeing you there!

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

SPECIAL GUEST
Gregory Zuckerman
Special writer at The Wall Street Journal and non-fiction author

DISCUSSION TOPIC
The Man Who Solved the Market: How Jim Simons Launched the Quant Revolution

Gregory Zuckerman, the bestselling author of The Greatest Trade Ever and The Frackers, answers the question investors have been asking for decades: How did Jim Simons do it?

Jim Simons is the greatest money maker in modern financial history. No other investor–Warren Buffett, Peter Lynch, Ray Dalio, Steve Cohen, or George Soros–can touch his record. Since 1988, Renaissance’s signature Medallion fund has generated average annual returns of 66 percent. The firm has earned profits of more than $100 billion; Simons is worth twenty-three billion dollars.

The perfect gift for the avid reader on your list: the unbelievable story of a secretive mathematician who pioneered the era of the algorithm–and made $23 billion doing it.

Purchase your book here: https://www.penguinrandomhouse.com/books/557104/the-man-who-solved-the-market-by-gregory-zuckerman/

DATE
February 25, 2020

TIME
4:30 PM – 6:00 PM

LOCATION
Chicago Board of Trade
Conference Room Alpha
141 W. Jackson Blvd.
Chicago, IL 60604-2992

REGISTRATION
Free to members and non-members

Mar
10
Tue
Minnesota CMT & CFA Meeting featuring Gina Martin Adams, CMT, CFA @ University of St. Thomas, Minneapolis Campus Schulze Hall
Mar 10 @ 5:00 pm – 7:00 pm

The Minnesota CMT Chapter and CFA Society of Minnesota are co-hosting the Distinguished Speaker Series featuring Gina Martin Adams, CMT, CFA on Tuesday, March 10, 2020.

We encourage you to bring clients and colleagues interested in technical analysis and the markets 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

DATE
March 10, 2020

AGENDA
5:00 pm – Check-In & Networking
5:30 pm – Presentation, Q&A
6:30 pm – Additional Networking
7:00 pm – Event Concludes

TOPIC
2020 Vision: The Global Equity Market Outlook
Will 2020 be the year stocks outside the U.S. finally gather enough momentum to break to new all time highs, or will policy uncertainty, weak economic growth and earnings trends continue to favor the US over the rest of the world? Join Gina Martin Adams, CFA, CMT, Bloomberg Intelligence Chief Equity Strategist, for an outlook on global stocks, framed by an approach that combines fundamental, technical and quantitative analysis. The discussion will include developed versus emerging markets, Bloomberg Intelligence’s regional allocation model, and sector and style strategies across the globe.

SPEAKER
Gina Martin Adams, CFA, CMT
Bloomberg Intelligence Chief Equity Strategist

LOCATION 
Schulze Auditirum at
University of St. Thomas Minneapolis Campus
46 South 11th Street
Minneapolis, MN 55403

REGISTRATION
$45.00 for CMT & CFA members
$70.00 for non-members

Jan
21
Tue
Minnesota Chapter Meeting featuring John Kolovos, CMT, CFA @ Piper Jaffray Headquarters, 9th Floor
Jan 21 @ 4:00 pm – 5:00 pm

The Minnesota Chapter of the CMT Association invites you to our chapter meeting on Tuesday, January 21, 2020. We have the pleasure of John Kolovos of Macro Risk Advisors as our guest speaker.

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

DATE
January 21, 2020

TIME 
4:00 PM

LOCATION 
Piper Jaffray Headquarters, 9th Floor
800 Nicollet Mall
Minneapolis, MN 55402

REGISTRATION
Free to members and non-members
Please check the sign in the lobby for the final meeting location and take the Guest elevators to the appropriate floor.

Jan
22
Wed
Webcast: “Using Money Flow Spread Analysis to Buy & Sell ETFs” with The Brogan Group
Jan 22 @ 12:00 pm – 1:00 pm

The Brogan’s are going to talk about how they use Money Flow on ETF’s thru the application of their Money Flow Spread Indicator (MFSI).  Obviously, ETF’s have become one of the most attractive investments over the past decade and thru 40 years of researching Money Flow the Brogan’s have discovered how to effectively use Money Flow in their decision making process to Buy or Sell ETF’s.  During the webinar we are going to talk about the history of Money Flow as well as showcase the application of the Money Flow Spread Indicator on the SPDR S&P500 ETF.  It will be a very fast, exciting presentation and we look forward to seeing you all there.

Jan
23
Thu
Chicago Chapter Meeting featuring Jim Bianco, CMT @ Chicago Board of Trade
Jan 23 @ 4:30 pm – 6:00 pm

The Chicago Chapter of the CMT Association invites you to our meeting Thursday, January 23, 2020.  We are pleased to have James Bianco, CMT of Bianco Research, 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
Jimmy Erdmier, CMT

Chicago Chapter Chairs

DATE
Thursday, January 23, 2020

TIME
4:30 – 6:00 PM

PRESENTER
James Bianco, CMT, President and Macro Strategist
Bianco Research, LLC

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

REGISTRATION
Registration is free for members and non-members.
Please check in at the second floor security desk.

Jan
27
Mon
Mumbai Chapter Meeting @ Bloomberg Office
Jan 27 @ 5:30 pm – 7:00 pm

The Mumbai Chapter of CMT Association invites you to our next event on Monday, January 27, 2020.

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

Akshay Chinchalkar, CMT
Vishal Mehta, CMT
Mumbai Chapter Chairs

DATE
January 27, 2020

TIME
5:30PM

LOCATION
Bloomberg Office
Unit No.1601, 16th Floor, Tower 2, B Wing
One India Bulls Centre, 841, Off Senapati Bapat Marg
Lower Parel West
Mumbai, Maharashtra 400013

REGISTRATION
Free to members and non-members

Jan
29
Wed
Webcast: “Breadth Equity Research-Current U.S. Markets” with John Price, CMT
Jan 29 @ 12:00 pm – 1:00 pm

An in depth analysis and discussion to define risk and opportunity surrounding different time frames, while using breadth research. The analysis will specifically include Indices, ETF’s, Sectors and Derivatives. 

Feb
4
Tue
Atlanta Chapter Meeting Featuring Dave Keller, CMT @ Terry College of Business
Feb 4 @ 4:45 pm – 7:00 pm

The Atlanta chapter of CMT Association invites you to our next meeting on Tuesday, February 4, 2020 featuring Dave Keller of StockCharts.com as our guest speaker
We encourage you to bring clients or colleagues interested in technical analysis to this presentation.  We look forward to seeing you there!

Dean Christians, CMT
Paul Wankmueller, CMT
Mike Fields, CMT

Atlanta Chapter Chairs

DATE
February 4, 2020

TIME 
4:45 PM – Refreshments at The Bucket Shop Café
5:45 PM – Presentation

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 working with institutional investors and financial advisors to explore how technical analysis should 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.

LOCATION
Terry College of Business
3475 Lenox Road NE
Room 334
Atlanta, GA 30326-3228

REGISTRATION
Free to members and non-members

Feb
18
Tue
Minnesota Chapter Meeting featuring Katie Stockton, CMT @ Piper Jaffray Headquarters
Feb 18 @ 4:00 pm – 5:00 pm

The Minnesota Chapter of the CMT Association invites you to our chapter meeting on Tuesday, February 18, 2020. We have the pleasure of Katie Stockton as our guest speaker.

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

DATE
February 18, 2020

TIME 
4:00 PM

LOCATION 
Piper Jaffray Headquarters
800 Nicollet Mall
Minneapolis, MN 55402

REGISTRATION
Free to members and non-members
Please check the sign in the lobby for the final meeting location and take the Guest elevators to the appropriate floor.

Feb
20
Thu
Puget Sound Chapter Meeting Featuring Dave Keller, CMT @ the Old Seattle P-I Building
Feb 20 @ 7:00 pm – 8:30 pm

The Puget Sound Chapter of the CMT Association invites you to our chapter meeting on Thursday, February 20, 2020. We are pleased to have David Keller as our guest speaker presenting The Three Time Frames of Mindful Investing.

We encourage you to bring clients or colleagues interested in technical analysis to this presentation. Complete event details are listed below. We hope to see you there!

Leslie Jouflas, CMT
Brant Greene, CMT
Carl Jorgensen
Puget Sound Chapter Chairs

DATE
February 20, 2020

TIME
7:00 PM

PRESENTER
David Keller, CMT
Chief Market Strategist, StockCharts.com
President and Chief Strategist, Sierra Alpha Research LLC

TOPIC
The Three Time Frames of Mindful Investing
A mindful investor is aware of the present, learns from the past, and plans for the future. The most important aspect of market awareness is understanding your investment horizon and using a toolkit that is line with that time frame. We will review technical approaches that are most applicable to short-term, medium-term, and long-term investing, and address common mistakes made by institutional investors. We will also discuss how applying the lessons of mindfulness training can help you manage risk as well as manage your own behavioral biases.

LOCATION
First Floor Conference Room
101 Elliott Ave W  (The old Seattle P-I Building)
Seattle, WA 98119

If you would like to grab a bite or a beverage with other members ahead of the meeting, we’ll be at Buckley’s Queen Anne, 232 1st Ave W, Seattle, WA 98119 at 5:00 pm,  just 3 blocks uphill from the meeting venue.  https://www.buckleyspubs.com/queenanne/

REGISTRATION
Registration is free for members and non-members
Feb
25
Tue
Chicago Chapter Book Group featuring Gregory Zuckerman @ Chicago Board of Trade
Feb 25 @ 4:30 pm – 6:00 pm

The Chicago Chapter of the CMT Association cordially invites you to our meeting on Tuesday, February 25, 2020.  We are pleased to have Gregory Zuckerman as our special guest for this event.  He will joining us by SKYPE to discuss his newest book, The Man Who Solved the Market: How Jim Simons Launched the Quant Revolution.

We look forward to seeing you there!

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

SPECIAL GUEST
Gregory Zuckerman
Special writer at The Wall Street Journal and non-fiction author

DISCUSSION TOPIC
The Man Who Solved the Market: How Jim Simons Launched the Quant Revolution

Gregory Zuckerman, the bestselling author of The Greatest Trade Ever and The Frackers, answers the question investors have been asking for decades: How did Jim Simons do it?

Jim Simons is the greatest money maker in modern financial history. No other investor–Warren Buffett, Peter Lynch, Ray Dalio, Steve Cohen, or George Soros–can touch his record. Since 1988, Renaissance’s signature Medallion fund has generated average annual returns of 66 percent. The firm has earned profits of more than $100 billion; Simons is worth twenty-three billion dollars.

The perfect gift for the avid reader on your list: the unbelievable story of a secretive mathematician who pioneered the era of the algorithm–and made $23 billion doing it.

Purchase your book here: https://www.penguinrandomhouse.com/books/557104/the-man-who-solved-the-market-by-gregory-zuckerman/

DATE
February 25, 2020

TIME
4:30 PM – 6:00 PM

LOCATION
Chicago Board of Trade
Conference Room Alpha
141 W. Jackson Blvd.
Chicago, IL 60604-2992

REGISTRATION
Free to members and non-members

Mar
10
Tue
Minnesota CMT & CFA Meeting featuring Gina Martin Adams, CMT, CFA @ University of St. Thomas, Minneapolis Campus Schulze Hall
Mar 10 @ 5:00 pm – 7:00 pm

The Minnesota CMT Chapter and CFA Society of Minnesota are co-hosting the Distinguished Speaker Series featuring Gina Martin Adams, CMT, CFA on Tuesday, March 10, 2020.

We encourage you to bring clients and colleagues interested in technical analysis and the markets 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

DATE
March 10, 2020

AGENDA
5:00 pm – Check-In & Networking
5:30 pm – Presentation, Q&A
6:30 pm – Additional Networking
7:00 pm – Event Concludes

TOPIC
2020 Vision: The Global Equity Market Outlook
Will 2020 be the year stocks outside the U.S. finally gather enough momentum to break to new all time highs, or will policy uncertainty, weak economic growth and earnings trends continue to favor the US over the rest of the world? Join Gina Martin Adams, CFA, CMT, Bloomberg Intelligence Chief Equity Strategist, for an outlook on global stocks, framed by an approach that combines fundamental, technical and quantitative analysis. The discussion will include developed versus emerging markets, Bloomberg Intelligence’s regional allocation model, and sector and style strategies across the globe.

SPEAKER
Gina Martin Adams, CFA, CMT
Bloomberg Intelligence Chief Equity Strategist

LOCATION 
Schulze Auditirum at
University of St. Thomas Minneapolis Campus
46 South 11th Street
Minneapolis, MN 55403

REGISTRATION
$45.00 for CMT & CFA members
$70.00 for non-members