Events

Events Calendar

Feb
26
Tue
Toronto Joint CSTA/CMT Association Meeting Featuring Katie Stockton, CMT @ Toronto CFA Society
Feb 26 @ 12:00 pm – 1:30 pm

The Canadian Society of Technical Analysts and CMT Association cordially invites you to our next meeting on Tuesday, February 26, 2019. Our guest speaker is Katie Stockton, CMT of Fairlead Strategies, LLC.

We hope to see you there!

Colin Cieszynski, CMT, CFA, CFTe
Canadian Society of Technical Analysts
President

DATE
Tuesday February 26, 2019

TIME
12:00PM

TOPIC
Developing a Market Outlook Using Trend Following Indicators

SPEAKER
Katie Stockton, CMT
Founder and Managing Partner of Fairlead Strategies, LLC

LOCATION
Toronto CFA Society
Suite 2205
120 Adelaide Street West

REGISTRATION
To attend please contact: Reagan Yuke, CSTA Business Manager, bm@csta.org
Free to members of CSTA, CMT Association, Canadian CFA Societies or University/College Students.  $20.00 for guests

Los Angeles Chapter Meeting with Gina Martin Adams, CMT, CFA @ Bloomberg Offices
Feb 26 @ 2:00 pm – 4:00 pm

The Los Angeles Chapter of the CMT Association welcomes you to our next event on Tuesday, February 26, 2019.  We are pleased to be co-hosting this event with Bloomberg LP and Bloomberg Intelligence.
We encourage you to bring clients and colleagues interested in technical analysis and the markets to this presentation. We hope to see you there!  Please register early, space is limited.

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

SPEAKER
Gina Martin Adams, CMT, CFA
Chief Equity Strategist & Director of Global Equity Strategy, ETF and ESG Research
Bloomberg Intelligence

TOPIC
Did the Bell Just Ring on the Bull Market?

Rising policy risks, tightening financial conditions and peak earnings growth plagued markets in 2018, and stocks ended the year on a decidedly sour note. Join us for a discussion on what is in store for 2019. Gina will offer an outlook for global equity markets, using an approach that combines fundamental, technical and quantitative analysis. The discussion will include a review of sector, style and factor strategies, as well as country and inter-market analysis.

AGENDA
Registration
2:00 PM – 2:30 PM

2019 Equity Market Outlook
2:30 PM – 3:30 PM

Reception
3:30 PM – 4:00 PM

REGISTRATION
Free to members and non-members

Women in Technical Analysis Chapter Meeting Featuring Regina Huber @ WeWork Offices
Feb 26 @ 5:30 pm – 7:30 pm

The Women in Technical Analysis Chapter of CMT Association invite you to our next event on Tuesday, February 26, 2019.  We are pleased to have Regina Huber of Transform your Performance 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!

Stella Osoba, CMT
Marnie Owen, CMT, CAIA, CFA
Salma Abdulla, CMT, CFA

Women in Technical Analysis Chapter Chairs

DATE
February 26, 2019

TIME
5:30PM

TOPIC
Show Up with Power and Authenticity to Drive Your Success

By the end of this talk, you will walk away inspired and empowered to gain visibility with your authentic brilliance and a compelling business presence.

PRESENTER
Regina Huber
Founder & CEO
Transform Your Performance

LOCATION
WeWork Offices
25 Broadway
10th Floor Common Area
New York, NY 10004

REGISTRATION
Free to members and non-members

Feb
28
Thu
Chicago Chapter Meeting featuring Josh Freivogel @ Chicago Board of Trade
Feb 28 @ 4:30 pm – 6:00 pm

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!

Samuel Borrelli, CMT
Matt Nygaard, CMT
Jimmy Erdmier, CMT

Chicago Chapter Chairs


TOPIC

A Non-Programmer’s Approach to the Open Source Universe
Josh will walk us through how his team at CQG has been building pipeline workflow models for non-programmers to leverage open source technical analysis and machine learning libraries. From NLP-derived social sentiment, to predictions of volatility, to experimenting with astrophysics models to develop new support and resistance levels, this talk will cover examples demonstrating how non-programming traders can incorporate custom studies in their analysis.


PRESENTER
Josh Freivogel
Product Manager, CQG, Inc.


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


REGISTRATION
Free to members and non-members

Capital Markets Night! @ Ryerson University
Feb 28 @ 6:00 pm – 9:00 pm

Capital Markets Night!

Join us for an evening with three of the top investment managers in Toronto, for a panel discussion on markets moderated by Aleksandar Bozic, President & Founder of the Ryerson Society of Technical Analysts.

Discussions will include their individual career paths, the future of the industry , fastest growing industry sectors, with Q&A and advice to students on how to get started in the industry.

PRESENTERS
Keith Richards CMT, CIM, FCSI
President & Chief Portfolio Manager of ValueTrend Wealth Management Inc.

Ryan Bushell, CFA, CIM
President and Portfolio Manager at Newhaven Asset Management Inc.

Jason Donville
President and CEO at Donville Kent Asset Management

DATE
Thursday February 28, 2019

TIME
6:00pm – 9:00pm EST

LOCATION
Ryerson University
350 Victoria Street
Toronto, ON M5B 2K3

REGISTRATION
Free Admission
Register at: www.tinyurl.com/CapitalsMarkets

NOTES
Dress Code: Business
Light food, refreshments, and coffee will be served

Mar
6
Wed
Webcast: “The Impact of Automated Markets on Technical Analysis” with Martha Stokes, CMT
Mar 6 @ 12:00 pm – 1:00 pm

Martha Stokes CMT teaches how automated professional order types, specialized routing, and new algorithms have altered candlestick patterns and leading hybrid indicators.  She will show how certain patterns reveal which market participant group is dominant. She will show you how and why automated orders alter trends, candlestick formations, indicator patterns, and much more.  This webinar provides in-depth training on how, why, and when automated orders alter chart analysis. This education is for the high-level technical analyst/trader.

Mar
13
Wed
Webcast: “Optex Bands – Building on Market Profile” with Mathew Verdouw, CMT
Mar 13 @ 12:00 pm – 1:00 pm

Mathew will be explaining how he created a dynamic version of market profile and how, through research, they stumbled on an extremely reliable way to identify oversold securities that are ripe for a short term mean reversion trade. Mathew will explain the process step-by-step and share the quantitative results from his research. While this is an in-depth session, it shows how Technical Analysis is still evolving with brand new indicators. Whether you are a short term-trader looking for new ideas, or a long term portfolio manager looking for better timing, this session will give you a lot to think about, and hopefully open your eyes to new ways of leveraging the foundations of TA into your own new indicators.

Mar
19
Tue
Minnesota Chapter Meeting featuring Ken Tower, CMT @ Rock Bottom Restaurant & Brewery
Mar 19 @ 4:00 pm – 5:00 pm

The Minnesota Chapter of the CMT Association invites you to our chapter meeting on Tuesday, March 19, 2019. We are pleased to have Ken Tower, CMT 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!

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

DATE
March 19,2019

TIME
4:00 PM

PRESENTER
Ken Tower, CMT

LOCATION
Rock Bottom Restaurant & Brewery
825 Hennepin Ave
Suite 125
Minneapolis, MN 55402

REGISTRATION
Free to members and non-members

 

Mar
20
Wed
Phoenix Chapter Meeting featuring Rich McManus @ Finemark National Bank and Trust
Mar 20 @ 5:00 pm – 7:00 pm

The Phoenix Chapter of the CMT Association invites you to our next meeting Wednesday, March 20, 2019.  We are pleased to have Rich McManus as our guest speaker for this meeting.

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

Larry Copeland, CMT, CFP
Steve Kern, CMT
Glen Katz, CMT

Phoenix Chapter Chairs 


SPEAKER

Rich McManus
Regional Director
Legg Mason


TOPIC
Anatomy of a Recession


LOCATION 

Finemark National Bank and Trust
7600 Doubletree Ranch Road
Suite 100
Scottsdale, AZ 85258


REGISTRATION

Free to members and non-members

Mar
21
Thu
Chicago Chapter Meeting featuring David Aferiat @ Chicago Board of Trade
Mar 21 @ 4:30 pm – 6:00 pm

The Chicago Chapter of the CMT Association cordially invites you to our meeting on Thursday, March 21, 2019.  We are pleased to have David Aferiat of Trade Ideas as our guest speaker for this event.

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

Samuel Borrelli, CMT
Matt Nygaard, CMT
Jimmy Erdmier, CMT

Chicago Chapter Chairs


TOPIC
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

REGISTRATION
Free to members and non-members

Feb
26
Tue
Toronto Joint CSTA/CMT Association Meeting Featuring Katie Stockton, CMT @ Toronto CFA Society
Feb 26 @ 12:00 pm – 1:30 pm

The Canadian Society of Technical Analysts and CMT Association cordially invites you to our next meeting on Tuesday, February 26, 2019. Our guest speaker is Katie Stockton, CMT of Fairlead Strategies, LLC.

We hope to see you there!

Colin Cieszynski, CMT, CFA, CFTe
Canadian Society of Technical Analysts
President

DATE
Tuesday February 26, 2019

TIME
12:00PM

TOPIC
Developing a Market Outlook Using Trend Following Indicators

SPEAKER
Katie Stockton, CMT
Founder and Managing Partner of Fairlead Strategies, LLC

LOCATION
Toronto CFA Society
Suite 2205
120 Adelaide Street West

REGISTRATION
To attend please contact: Reagan Yuke, CSTA Business Manager, bm@csta.org
Free to members of CSTA, CMT Association, Canadian CFA Societies or University/College Students.  $20.00 for guests

Los Angeles Chapter Meeting with Gina Martin Adams, CMT, CFA @ Bloomberg Offices
Feb 26 @ 2:00 pm – 4:00 pm

The Los Angeles Chapter of the CMT Association welcomes you to our next event on Tuesday, February 26, 2019.  We are pleased to be co-hosting this event with Bloomberg LP and Bloomberg Intelligence.
We encourage you to bring clients and colleagues interested in technical analysis and the markets to this presentation. We hope to see you there!  Please register early, space is limited.

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

SPEAKER
Gina Martin Adams, CMT, CFA
Chief Equity Strategist & Director of Global Equity Strategy, ETF and ESG Research
Bloomberg Intelligence

TOPIC
Did the Bell Just Ring on the Bull Market?

Rising policy risks, tightening financial conditions and peak earnings growth plagued markets in 2018, and stocks ended the year on a decidedly sour note. Join us for a discussion on what is in store for 2019. Gina will offer an outlook for global equity markets, using an approach that combines fundamental, technical and quantitative analysis. The discussion will include a review of sector, style and factor strategies, as well as country and inter-market analysis.

AGENDA
Registration
2:00 PM – 2:30 PM

2019 Equity Market Outlook
2:30 PM – 3:30 PM

Reception
3:30 PM – 4:00 PM

REGISTRATION
Free to members and non-members

Women in Technical Analysis Chapter Meeting Featuring Regina Huber @ WeWork Offices
Feb 26 @ 5:30 pm – 7:30 pm

The Women in Technical Analysis Chapter of CMT Association invite you to our next event on Tuesday, February 26, 2019.  We are pleased to have Regina Huber of Transform your Performance 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!

Stella Osoba, CMT
Marnie Owen, CMT, CAIA, CFA
Salma Abdulla, CMT, CFA

Women in Technical Analysis Chapter Chairs

DATE
February 26, 2019

TIME
5:30PM

TOPIC
Show Up with Power and Authenticity to Drive Your Success

By the end of this talk, you will walk away inspired and empowered to gain visibility with your authentic brilliance and a compelling business presence.

PRESENTER
Regina Huber
Founder & CEO
Transform Your Performance

LOCATION
WeWork Offices
25 Broadway
10th Floor Common Area
New York, NY 10004

REGISTRATION
Free to members and non-members

Feb
28
Thu
Chicago Chapter Meeting featuring Josh Freivogel @ Chicago Board of Trade
Feb 28 @ 4:30 pm – 6:00 pm

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!

Samuel Borrelli, CMT
Matt Nygaard, CMT
Jimmy Erdmier, CMT

Chicago Chapter Chairs


TOPIC

A Non-Programmer’s Approach to the Open Source Universe
Josh will walk us through how his team at CQG has been building pipeline workflow models for non-programmers to leverage open source technical analysis and machine learning libraries. From NLP-derived social sentiment, to predictions of volatility, to experimenting with astrophysics models to develop new support and resistance levels, this talk will cover examples demonstrating how non-programming traders can incorporate custom studies in their analysis.


PRESENTER
Josh Freivogel
Product Manager, CQG, Inc.


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


REGISTRATION
Free to members and non-members

Capital Markets Night! @ Ryerson University
Feb 28 @ 6:00 pm – 9:00 pm

Capital Markets Night!

Join us for an evening with three of the top investment managers in Toronto, for a panel discussion on markets moderated by Aleksandar Bozic, President & Founder of the Ryerson Society of Technical Analysts.

Discussions will include their individual career paths, the future of the industry , fastest growing industry sectors, with Q&A and advice to students on how to get started in the industry.

PRESENTERS
Keith Richards CMT, CIM, FCSI
President & Chief Portfolio Manager of ValueTrend Wealth Management Inc.

Ryan Bushell, CFA, CIM
President and Portfolio Manager at Newhaven Asset Management Inc.

Jason Donville
President and CEO at Donville Kent Asset Management

DATE
Thursday February 28, 2019

TIME
6:00pm – 9:00pm EST

LOCATION
Ryerson University
350 Victoria Street
Toronto, ON M5B 2K3

REGISTRATION
Free Admission
Register at: www.tinyurl.com/CapitalsMarkets

NOTES
Dress Code: Business
Light food, refreshments, and coffee will be served

Mar
6
Wed
Webcast: “The Impact of Automated Markets on Technical Analysis” with Martha Stokes, CMT
Mar 6 @ 12:00 pm – 1:00 pm

Martha Stokes CMT teaches how automated professional order types, specialized routing, and new algorithms have altered candlestick patterns and leading hybrid indicators.  She will show how certain patterns reveal which market participant group is dominant. She will show you how and why automated orders alter trends, candlestick formations, indicator patterns, and much more.  This webinar provides in-depth training on how, why, and when automated orders alter chart analysis. This education is for the high-level technical analyst/trader.

Mar
13
Wed
Webcast: “Optex Bands – Building on Market Profile” with Mathew Verdouw, CMT
Mar 13 @ 12:00 pm – 1:00 pm

Mathew will be explaining how he created a dynamic version of market profile and how, through research, they stumbled on an extremely reliable way to identify oversold securities that are ripe for a short term mean reversion trade. Mathew will explain the process step-by-step and share the quantitative results from his research. While this is an in-depth session, it shows how Technical Analysis is still evolving with brand new indicators. Whether you are a short term-trader looking for new ideas, or a long term portfolio manager looking for better timing, this session will give you a lot to think about, and hopefully open your eyes to new ways of leveraging the foundations of TA into your own new indicators.

Mar
19
Tue
Minnesota Chapter Meeting featuring Ken Tower, CMT @ Rock Bottom Restaurant & Brewery
Mar 19 @ 4:00 pm – 5:00 pm

The Minnesota Chapter of the CMT Association invites you to our chapter meeting on Tuesday, March 19, 2019. We are pleased to have Ken Tower, CMT 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!

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

DATE
March 19,2019

TIME
4:00 PM

PRESENTER
Ken Tower, CMT

LOCATION
Rock Bottom Restaurant & Brewery
825 Hennepin Ave
Suite 125
Minneapolis, MN 55402

REGISTRATION
Free to members and non-members

 

Mar
20
Wed
Phoenix Chapter Meeting featuring Rich McManus @ Finemark National Bank and Trust
Mar 20 @ 5:00 pm – 7:00 pm

The Phoenix Chapter of the CMT Association invites you to our next meeting Wednesday, March 20, 2019.  We are pleased to have Rich McManus as our guest speaker for this meeting.

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

Larry Copeland, CMT, CFP
Steve Kern, CMT
Glen Katz, CMT

Phoenix Chapter Chairs 


SPEAKER

Rich McManus
Regional Director
Legg Mason


TOPIC
Anatomy of a Recession


LOCATION 

Finemark National Bank and Trust
7600 Doubletree Ranch Road
Suite 100
Scottsdale, AZ 85258


REGISTRATION

Free to members and non-members

Mar
21
Thu
Chicago Chapter Meeting featuring David Aferiat @ Chicago Board of Trade
Mar 21 @ 4:30 pm – 6:00 pm

The Chicago Chapter of the CMT Association cordially invites you to our meeting on Thursday, March 21, 2019.  We are pleased to have David Aferiat of Trade Ideas as our guest speaker for this event.

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

Samuel Borrelli, CMT
Matt Nygaard, CMT
Jimmy Erdmier, CMT

Chicago Chapter Chairs


TOPIC
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

REGISTRATION
Free to members and non-members