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Events

Events Calendar

Oct
2
Sat
Asia Pacific Summit 2021
Oct 2 – Oct 3 all-day

Finding Order in Chaos

In the second year of this new pandemic normal, the world continues to seek some order in the chaos around us. The markets have gone beyond the K-shaped recovery of last year. As one of the fastest adopted technologies in modern history, crypto assets’ total market capitalization now exceeds $2T marking a 10x rise in value in less than 2 years; many crypto optimists believe total market capitalization will hit $30T in the next 5 years. While US Equities are at all-time highs, global inflation continues to move in a low sideways band. Central bank monetary policy has been dovish for the better part of the past decade, but we are starting to see the language change.

As asset allocation becomes increasingly more complex, investors, allocators and traders have an opportunity to learn from practitioners who have made the transition into new asset classes.

It is time to explore these changing trends more closely.

The inaugural Asia Pacific Summit, presented by CMT Association, brings together top global and regional practitioners from both buy and sellside communities. Over two knowledge-packed days, attendees will learn from a mix of unique perspectives on major themes and innovative technical techniques.

Hedge fund manager and renowned systematic investing publisher Andreas Clenow will be joined by several of the most esteemed rules based discretionary analysts, including Asia’s No.1 Rated Technical Strategist, Lawrence Balanco, CMT, and prolific technical investor and educator Francis Hunt. Discover new insights on the intersection between market psychology and big data from experts such as Katsunari Yamaguchi, PhD, CFA, CMA, Katsuhiko Okada, PhD, and Aman Oberoi, and hear how the next generation of hedge fund managers integrates new information to invest in cryptocurrency markets.

Over this 2-day Summit, enjoy 12 unique and enlightening sessions hosted by CMT volunteers from Australia to Japan, ASEAN to Hong Kong and Greater China, India to the middle East, and everything in between.

DATE

Saturday, October 2, 2021

Sunday, October 3, 2021

TIME
Each day begins at 9:30 AM IST (GMT +5:30)

REGISTRATION
CMT members, Candidates, Students, and Academic Partner Program schools:
Complimentary

Non-members:
$75.00 Early Registration before September 7th
$100.00 after September 7th

Oct
11
Mon
Partner Event – NAAIM OUTLOOK 2021 @ Marriott Chicago O'Hare
Oct 11 @ 8:00 am – Oct 12 @ 4:00 pm

Outlook 2021

October 11, 2021 – October 12, 2021

ONLY 20 SPOTS LEFT!

Join NAAIM IN-PERSON for OUTLOOK 2021 at the Marriott Chicago O’Hare.
NAAIM will be limiting registrations to 50 individuals. Sign-Up EARLY!


PRESENTATIONS

Monthly Macro Scouting Report – October 2021
Darius Dale
, Founder and CEO, 42 Macro LLC

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

Crypto Trading
Matt McCall, Penn Financial Group

Active/Passive Blending Based on The Liquidity Premium – 2021
Founders Award Winner Garrett Brookes, CFA, Slingshot Financial

AI Toolbox
Jim Lee, StratFI and Professional Futurist

ROUND TABLES
Crypto Trading
Trading Techniques

MEMBER PANELS
Practice Management – Delegating, Collaborating, and Outsourcing
How you can use Marketing to Increase your AUM
Technology to Improve Your Practice Efficiency

DATE & TIME
Monday, October 11, 2021 from 8:00 am to 5:00 pm
Tuesday, October 12, 2021 from 8:00 am to 4:00 pm

LOCATION
Marriott Chicago O’Hare
8535 West Higgins Road, Chicago, IL 60631

Reserve your NAAIM Group Rate Here

Oct
20
Wed
Webcast: “Volume Analysis Series (Part 3) : Volume Analysis with Indexes” with Buff Dormeier, CMT
Oct 20 @ 12:00 pm – 1:00 pm

It is time to Buff up your volume data, an introduction to Capital Weighted Volume.

Oct
21
Thu
CMT University Series featuring Bill Kelleher, CMT, CFA
Oct 21 @ 5:00 pm – 6:30 pm

CMT University Series

 

 

 

 

DATE
Thursday
October 21, 2021

TIME
5:00 PM Eastern Time (GMT -4:00)

SPEAKER
Bill Kelleher, CMT, CFA
Deputy Chief Investment Officer & Chief Operating Officer
ETFConcepts

TOPIC
Systematic Multiple Time Frame Investing

LOCATION
Virtual

REGISTRATION
Free to Members, Students, and Non-Members.
You will receive an email with instructions to join GoToWebinar the day of event after Registration has closed.
You will be eligible for 3 Continuing Education Units for attending.

Oct
27
Wed
Educational Webinar Series featuring Trent Derrick, CMT
Oct 27 @ 12:00 pm – 1:00 pm
Nov
18
Thu
CMT University Series featuring Ian McMillan, CMT
Nov 18 @ 5:00 pm – 6:30 pm

CMT University Series

 

 

 

 

DATE
Thursday
November 18, 2021

TIME
5:00 PM Eastern Time (GMT -4:00)

SPEAKER
Ian McMillan, CMT
Senior Analyst & Portfolio Manager
Adaptiv

TOPIC
Active Wealth Management: Technical Analysis for RIAs 

LOCATION
Virtual

REGISTRATION
Free to Members, Students, and Non-Members.
You will receive an email with instructions to join GoToWebinar day of the event after Registration has closed.
You will be eligible for 3 Continuing Education Units for attending.

Dec
1
Wed
Educational Webinar Series featuring Stewart Taylor, CMT
Dec 1 @ 12:00 pm – 1:00 pm
Dec
8
Wed
Webcast: “Volume Analysis Series (Part 4): The Volume Factor Volume Analysis & Momentum Investing” with Buff Dormeier, CMT
Dec 8 @ 12:00 pm – 1:00 pm

Volume the missing factor, combining volume with momentum for
more responsive and reliable outcomes.

Jan
12
Wed
Educational Webinar Series featuring Donald Vialoux, CMT
Jan 12 @ 12:00 pm – 1:00 pm
Jan
19
Wed
Educational Webinar Series featuring George Schade, CMT
Jan 19 @ 12:00 pm – 1:00 pm
Oct
2
Sat
Asia Pacific Summit 2021
Oct 2 – Oct 3 all-day

Finding Order in Chaos

In the second year of this new pandemic normal, the world continues to seek some order in the chaos around us. The markets have gone beyond the K-shaped recovery of last year. As one of the fastest adopted technologies in modern history, crypto assets’ total market capitalization now exceeds $2T marking a 10x rise in value in less than 2 years; many crypto optimists believe total market capitalization will hit $30T in the next 5 years. While US Equities are at all-time highs, global inflation continues to move in a low sideways band. Central bank monetary policy has been dovish for the better part of the past decade, but we are starting to see the language change.

As asset allocation becomes increasingly more complex, investors, allocators and traders have an opportunity to learn from practitioners who have made the transition into new asset classes.

It is time to explore these changing trends more closely.

The inaugural Asia Pacific Summit, presented by CMT Association, brings together top global and regional practitioners from both buy and sellside communities. Over two knowledge-packed days, attendees will learn from a mix of unique perspectives on major themes and innovative technical techniques.

Hedge fund manager and renowned systematic investing publisher Andreas Clenow will be joined by several of the most esteemed rules based discretionary analysts, including Asia’s No.1 Rated Technical Strategist, Lawrence Balanco, CMT, and prolific technical investor and educator Francis Hunt. Discover new insights on the intersection between market psychology and big data from experts such as Katsunari Yamaguchi, PhD, CFA, CMA, Katsuhiko Okada, PhD, and Aman Oberoi, and hear how the next generation of hedge fund managers integrates new information to invest in cryptocurrency markets.

Over this 2-day Summit, enjoy 12 unique and enlightening sessions hosted by CMT volunteers from Australia to Japan, ASEAN to Hong Kong and Greater China, India to the middle East, and everything in between.

DATE

Saturday, October 2, 2021

Sunday, October 3, 2021

TIME
Each day begins at 9:30 AM IST (GMT +5:30)

REGISTRATION
CMT members, Candidates, Students, and Academic Partner Program schools:
Complimentary

Non-members:
$75.00 Early Registration before September 7th
$100.00 after September 7th

Oct
11
Mon
Partner Event – NAAIM OUTLOOK 2021 @ Marriott Chicago O'Hare
Oct 11 @ 8:00 am – Oct 12 @ 4:00 pm

Outlook 2021

October 11, 2021 – October 12, 2021

ONLY 20 SPOTS LEFT!

Join NAAIM IN-PERSON for OUTLOOK 2021 at the Marriott Chicago O’Hare.
NAAIM will be limiting registrations to 50 individuals. Sign-Up EARLY!


PRESENTATIONS

Monthly Macro Scouting Report – October 2021
Darius Dale
, Founder and CEO, 42 Macro LLC

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

Crypto Trading
Matt McCall, Penn Financial Group

Active/Passive Blending Based on The Liquidity Premium – 2021
Founders Award Winner Garrett Brookes, CFA, Slingshot Financial

AI Toolbox
Jim Lee, StratFI and Professional Futurist

ROUND TABLES
Crypto Trading
Trading Techniques

MEMBER PANELS
Practice Management – Delegating, Collaborating, and Outsourcing
How you can use Marketing to Increase your AUM
Technology to Improve Your Practice Efficiency

DATE & TIME
Monday, October 11, 2021 from 8:00 am to 5:00 pm
Tuesday, October 12, 2021 from 8:00 am to 4:00 pm

LOCATION
Marriott Chicago O’Hare
8535 West Higgins Road, Chicago, IL 60631

Reserve your NAAIM Group Rate Here

Oct
20
Wed
Webcast: “Volume Analysis Series (Part 3) : Volume Analysis with Indexes” with Buff Dormeier, CMT
Oct 20 @ 12:00 pm – 1:00 pm

It is time to Buff up your volume data, an introduction to Capital Weighted Volume.

Oct
21
Thu
CMT University Series featuring Bill Kelleher, CMT, CFA
Oct 21 @ 5:00 pm – 6:30 pm

CMT University Series

 

 

 

 

DATE
Thursday
October 21, 2021

TIME
5:00 PM Eastern Time (GMT -4:00)

SPEAKER
Bill Kelleher, CMT, CFA
Deputy Chief Investment Officer & Chief Operating Officer
ETFConcepts

TOPIC
Systematic Multiple Time Frame Investing

LOCATION
Virtual

REGISTRATION
Free to Members, Students, and Non-Members.
You will receive an email with instructions to join GoToWebinar the day of event after Registration has closed.
You will be eligible for 3 Continuing Education Units for attending.

Oct
27
Wed
Educational Webinar Series featuring Trent Derrick, CMT
Oct 27 @ 12:00 pm – 1:00 pm
Nov
18
Thu
CMT University Series featuring Ian McMillan, CMT
Nov 18 @ 5:00 pm – 6:30 pm

CMT University Series

 

 

 

 

DATE
Thursday
November 18, 2021

TIME
5:00 PM Eastern Time (GMT -4:00)

SPEAKER
Ian McMillan, CMT
Senior Analyst & Portfolio Manager
Adaptiv

TOPIC
Active Wealth Management: Technical Analysis for RIAs 

LOCATION
Virtual

REGISTRATION
Free to Members, Students, and Non-Members.
You will receive an email with instructions to join GoToWebinar day of the event after Registration has closed.
You will be eligible for 3 Continuing Education Units for attending.

Dec
1
Wed
Educational Webinar Series featuring Stewart Taylor, CMT
Dec 1 @ 12:00 pm – 1:00 pm
Dec
8
Wed
Webcast: “Volume Analysis Series (Part 4): The Volume Factor Volume Analysis & Momentum Investing” with Buff Dormeier, CMT
Dec 8 @ 12:00 pm – 1:00 pm

Volume the missing factor, combining volume with momentum for
more responsive and reliable outcomes.

Jan
12
Wed
Educational Webinar Series featuring Donald Vialoux, CMT
Jan 12 @ 12:00 pm – 1:00 pm
Jan
19
Wed
Educational Webinar Series featuring George Schade, CMT
Jan 19 @ 12:00 pm – 1:00 pm