Striving to further the profession with diverse opportunities in continuing education, advocacy, ethics awareness, and networking.
National Association of Active Investment Managers
The NAAIM Founders Award, is a research competition that draws entries from all over the world in the areas of computational finance, advanced algorithms, tactical investment management techniques, strategic investment strategies and numerous other topics, all designed to further our knowledge of the active investing world.
The competition is open to anyone involved in financial services including academic faculty, researchers and graduate students, investment advisors, analysts and other financial professionals.
Papers need to focus on describing an investment technique, its pros and cons and the market conditions under which it is expected to fare well or poorly, or should explore topics in active investing that are of broad interest to the investment community.
The winning author will receive the following prize package:
• $5,000 cash prize and the opportunity to present the winning paper at the 2020 NAAIM Uncommon Knowledge conference, May 3-6, at The Westin Tampa Waterside
• Uncommon Knowledge 2020 registration, domestic coach airfare and one night lodging for one author of the winning paper.
• NAAIM membership for one year.
Deadline to submit a paper is February 28, 2020
FINAL PAPER (up to 30 pages) together with a required 750-1000 word abstract must be submitted electronically to:info@naaim.org
by 11:59 pm Eastern Standard Time on Friday, February 28.
Winners will be notified on or before Friday, April 3, 2020.
LINK for the Competition Rules & Intent Form: 2020 Founders Award Competition Rules & Intent Form
NAAIM’s Active Investing Strategy Competition was launched in 2013 to provide an opportunity for managers to showcase their active investment strategies, models and signals and to provide membership with opportunities to develop relationships with other active managers.
If you are looking for distribution opportunities for your investment strategy, NAAIM’s Active Investing Strategy Competition can help!
PRELIMINARY COMPETITION ROUNDS:
February/March 2020
WHO MAY PARTICIPATE:
Open to all investing and trading practitioners who have developed an investment strategy with a live, verifiable, real money track record.
2020 Active Investing Strategy Categories are:
• Active Bond/Fixed Income Strategies
• Active Stock Selection Strategies
• Strategic Allocation Strategies
• Tactical Stock Market Strategies
• Alternatives Strategies
Link to RULES
NAAIM ACTIVE INVESTING STRATEGY COMPETITION FINALS:
May 3, 2020
Tampa, Florida
GRAND PRIZE PACKAGE:
Live Distribution and Promotion on TAMP Offering*
Promotion to NAAIM Membership
Live Meetings with Manager-of-Managers Firms
$1,000 Cash Prize
-Recent Equity Market Pullback… Correction or Start of Something Worse?
– The Myth of the 10-Year Bull Market
-Using Sentiment and Credit Tools to Our Advantage
-Global Opportunities – Europe & E.M.
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/
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
SPEAKER
Morgan Housel
Partner, The Collaborative Fund
TOPIC
The Psychology of Investing
Investing is not just the study of finance — it’s the study of how people behave with money. And because it’s the study of human behavior, it incorporates lessons and rules from all kinds of other fields, including psychology, sociology, history, and politics.
This presentation uses five true stories, which have nothing to do with investing, to show how people think about risk and how investors can make better-informed decisions with money.
DATE
February 26, 2020
TIME
11:30AM
LOCATION
Timpano Chophouse
450 East Las Olas Blvd
Ft Lauderdale, FL 33301
* Entree options include a choice of Chicken Parmesan, Roasted Salmon, Short Rib & Wild Mushroom Rigatoni, Linguine with Clams or Chicken Piccata.
REGISTRATION
$30 before 2/24/2020
$35 after 2/24/2020
Register on-line at: CFA South Florida website
The Northern Ohio Chapter of the CMT Association welcomes you to our next event on Thursday, February 27, 2020. We are pleased to have Kevin Pietrzyk as our Moderator for the evening.
We encourage you to invite clients or colleagues interested in technical analysis to this roundtable. We hope to see you there!
Greg Harmon, CMT CFA
Steve Muir, CMT CFA
Patrick McKenna, CMT
Northern Ohio Chapter Chairs
Kevin Pietrzyk, CFTe
Northern Ohio Chapter Liaison
DATE
February 27, 2020
TIME
6:00PM
MODERATOR
Kevin Pietrzyk, CFTe
Senior Operations Associate, Strategic Wealth Partners
TOPIC
2020 Best Portfolio Roundtable
At the beginning of the session, attendees will participate in a secret ballot for market outcomes for the calendar year. The results will be shared at the end of the meeting. We’ll have a lighting roundtable discussion where everyone has two minutes to present their 3 STOCK/ETF Portfolio. Updates will be provided of leader board at each meeting throughout the year and we will present the winner at beginning of next year. Come prepared to share your outlook for 2020, to learn how your market expectations align with others, and to celebrate the new year with your colleagues in technical analysis.
LOCATION – NEW – LOCATION
Strategic Wealth Partners
5005 Rockside Road #1200
Independence, OH 44131
REGISTRATION
$10 for CMT & CFA members
$20 for non-members
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
The Chicago Chapter of CMT Association invites you to our meeting on Thursday, March 19, 2020. We are pleased to have Anne-Marie Baiynd of TheTradingBook.com as our guest speaker for this event.
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, March 19, 2020
TIME
4:30PM
SPEAKER
Anne-Marie Baiynd
President and CEO
TheTradingBook.com
TOPIC
Complacency Creep – How to Consistently Implement Discretionary Strategies through Cycles of Emotion and Composure
Discussion of the natural cycle of the active trader – and where we get caught off guard with consistent application of strategies to bring performance into a linear graph rather than sine waves.
Review of strategies that are least susceptible to breakdown and strategies most susceptible to breakdown and how to shift the design for command and control.
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.
National Association of Active Investment Managers
The NAAIM Founders Award, is a research competition that draws entries from all over the world in the areas of computational finance, advanced algorithms, tactical investment management techniques, strategic investment strategies and numerous other topics, all designed to further our knowledge of the active investing world.
The competition is open to anyone involved in financial services including academic faculty, researchers and graduate students, investment advisors, analysts and other financial professionals.
Papers need to focus on describing an investment technique, its pros and cons and the market conditions under which it is expected to fare well or poorly, or should explore topics in active investing that are of broad interest to the investment community.
The winning author will receive the following prize package:
• $5,000 cash prize and the opportunity to present the winning paper at the 2020 NAAIM Uncommon Knowledge conference, May 3-6, at The Westin Tampa Waterside
• Uncommon Knowledge 2020 registration, domestic coach airfare and one night lodging for one author of the winning paper.
• NAAIM membership for one year.
Deadline to submit a paper is February 28, 2020
FINAL PAPER (up to 30 pages) together with a required 750-1000 word abstract must be submitted electronically to:info@naaim.org
by 11:59 pm Eastern Standard Time on Friday, February 28.
Winners will be notified on or before Friday, April 3, 2020.
LINK for the Competition Rules & Intent Form: 2020 Founders Award Competition Rules & Intent Form
NAAIM’s Active Investing Strategy Competition was launched in 2013 to provide an opportunity for managers to showcase their active investment strategies, models and signals and to provide membership with opportunities to develop relationships with other active managers.
If you are looking for distribution opportunities for your investment strategy, NAAIM’s Active Investing Strategy Competition can help!
PRELIMINARY COMPETITION ROUNDS:
February/March 2020
WHO MAY PARTICIPATE:
Open to all investing and trading practitioners who have developed an investment strategy with a live, verifiable, real money track record.
2020 Active Investing Strategy Categories are:
• Active Bond/Fixed Income Strategies
• Active Stock Selection Strategies
• Strategic Allocation Strategies
• Tactical Stock Market Strategies
• Alternatives Strategies
Link to RULES
NAAIM ACTIVE INVESTING STRATEGY COMPETITION FINALS:
May 3, 2020
Tampa, Florida
GRAND PRIZE PACKAGE:
Live Distribution and Promotion on TAMP Offering*
Promotion to NAAIM Membership
Live Meetings with Manager-of-Managers Firms
$1,000 Cash Prize
-Recent Equity Market Pullback… Correction or Start of Something Worse?
– The Myth of the 10-Year Bull Market
-Using Sentiment and Credit Tools to Our Advantage
-Global Opportunities – Europe & E.M.
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/
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
SPEAKER
Morgan Housel
Partner, The Collaborative Fund
TOPIC
The Psychology of Investing
Investing is not just the study of finance — it’s the study of how people behave with money. And because it’s the study of human behavior, it incorporates lessons and rules from all kinds of other fields, including psychology, sociology, history, and politics.
This presentation uses five true stories, which have nothing to do with investing, to show how people think about risk and how investors can make better-informed decisions with money.
DATE
February 26, 2020
TIME
11:30AM
LOCATION
Timpano Chophouse
450 East Las Olas Blvd
Ft Lauderdale, FL 33301
* Entree options include a choice of Chicken Parmesan, Roasted Salmon, Short Rib & Wild Mushroom Rigatoni, Linguine with Clams or Chicken Piccata.
REGISTRATION
$30 before 2/24/2020
$35 after 2/24/2020
Register on-line at: CFA South Florida website
The Northern Ohio Chapter of the CMT Association welcomes you to our next event on Thursday, February 27, 2020. We are pleased to have Kevin Pietrzyk as our Moderator for the evening.
We encourage you to invite clients or colleagues interested in technical analysis to this roundtable. We hope to see you there!
Greg Harmon, CMT CFA
Steve Muir, CMT CFA
Patrick McKenna, CMT
Northern Ohio Chapter Chairs
Kevin Pietrzyk, CFTe
Northern Ohio Chapter Liaison
DATE
February 27, 2020
TIME
6:00PM
MODERATOR
Kevin Pietrzyk, CFTe
Senior Operations Associate, Strategic Wealth Partners
TOPIC
2020 Best Portfolio Roundtable
At the beginning of the session, attendees will participate in a secret ballot for market outcomes for the calendar year. The results will be shared at the end of the meeting. We’ll have a lighting roundtable discussion where everyone has two minutes to present their 3 STOCK/ETF Portfolio. Updates will be provided of leader board at each meeting throughout the year and we will present the winner at beginning of next year. Come prepared to share your outlook for 2020, to learn how your market expectations align with others, and to celebrate the new year with your colleagues in technical analysis.
LOCATION – NEW – LOCATION
Strategic Wealth Partners
5005 Rockside Road #1200
Independence, OH 44131
REGISTRATION
$10 for CMT & CFA members
$20 for non-members
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
The Chicago Chapter of CMT Association invites you to our meeting on Thursday, March 19, 2020. We are pleased to have Anne-Marie Baiynd of TheTradingBook.com as our guest speaker for this event.
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, March 19, 2020
TIME
4:30PM
SPEAKER
Anne-Marie Baiynd
President and CEO
TheTradingBook.com
TOPIC
Complacency Creep – How to Consistently Implement Discretionary Strategies through Cycles of Emotion and Composure
Discussion of the natural cycle of the active trader – and where we get caught off guard with consistent application of strategies to bring performance into a linear graph rather than sine waves.
Review of strategies that are least susceptible to breakdown and strategies most susceptible to breakdown and how to shift the design for command and control.
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.