Striving to further the profession with diverse opportunities in continuing education, advocacy, ethics awareness, and networking.
With more than $2 Trillion in U.S. listed ETF assets, the demand from the Financial Advisor and Institutional communities continues to grow for what many hail as the premiere investment vehicle of the future.
This comprehensive 1 day program has been built upon the premise of allowing Advisors & Institutions the opportunity to take a deep dive into the most relevant investment themes. Our 5-star speaking faculty will be at your disposal to address cutting edge topics and answer questions.
DATE
April 24, 2018
TIME
8:00AM – 6:00PM
AGENDA
8:00-8:45 – Registration/Continental Breakfast – sponsored by Nottingham
8:45-9:00 – Welcome – Chris Romano, Director of Research, ETF Global
9:00-9:30 – Key Note – Doug Peta, Global ETF Strategy, BCA Research
9:35-10:25 – New-to-Market ETF Roundtable – sponsored by US Bancorp Fund Services
10:25-10:45 – Morning Break
10:50-11:40 – Leaders in Wealth Management – sponsored by Alps/Sector SPDRS
11:45-12:35 – The Need to Differentiate Among Smart Beta Strategies
12:35-1:40 – Luncheon & Networking Session sponsored by Innovation Shares
1:40-2:00 – ETF Global® Portfolio Challenge honoring the Fall 2017 Top 5 Winners – Jim Pacetti, Director of Marketing, ETF Global
2:00-2:50 – Today’s Complex World of Investing for Yield
2:55 – 3:10 Afternoon Break
3:15 – 4:05 – Artificial Intelligence in ETFs: A New Frontier? Sponsored by Nasdaq
4:10 – 5:05 – Around the Globe: Best Opportunities for 2018
5:05-5:10 – Closing Remarks – Chris Romano, Director of Research, ETF Global
5:10-6:10 – Networking Cocktail Reception – sponsored by Pacer ETFs
There will be a private reception for attendees immediately following the program.
LOCATION
New York Athletic Club
180 Central Park South
New York, NY 10019
(212) 767-7000
Stocktoberfest East is the premiere StockTwits event on the East Coast. Located in the heart of midtown Manhattan, Stocktoberfest East is for traders, investors, fintech entrepreneurs, technologists, media and financial institutions, all discussing “What’s next?” for the financial markets. The event will feature prominent industry leaders, startup company demos, and executive fireside chats. Join us and gain an edge on investing in 2018.
DATE
April 25, 2018
TIME
8:00AM – 6:00PM
AGENDA
8:00 am – Breakfast & Networking
9:00 am – Welcome to Stocktoberfest East
9:15 am – Howard’s State of the Market
9:30 am – Technology & Asset Management @ Fidelity
10:00 am – Understanding the Crypto Product Roadmap
10:30 am – Building The First Exchange for Sneakers
10:50 am – Media Trends: All The News That Matters
11:20 am – Law & Coffee with Goodwin Procter
11:40 am – Hedge Fund Development: The Merger of Speed & Data
12:10 pm – Artificial Intelligence Eating Financial Services
12:40 pm – Tinder: Becoming a $13B Company in 5 Years
1:00 pm – Lunch
1:50 pm – Changing Narratives in the Financial Ecosystem
2:10 pm – Perspectives on Regulating Wall Street
2:30 pm – The Arc of Kase Capital
2:50 pm – Venture Capital: FinTech Investing
3:20 pm – Artifical Intelligence & Coffee with Trade Ideas
3:40 pm – Fractionalization & Decentralization of Markets
4:00 pm – Chart Bracket Challenge
4:20 pm – Investing in Cannabis
4:40 pm – Closing Keynote: The Playbook for Digital Currency Group
5:10 pm – Cocktails & Cryptocurrencies with CryptoGlobal
LOCATION
Guastavino’s
409 E 59th St.
New York, NY 10022
Pullbacks often seem daunting when they occur, but certain pullbacks provide an opportunity to partake in the bigger uptrend. This webcast will show how to qualify pullbacks and use them in a mean-reversion system. We will compare different exit strategies and also see if stop-losses improve or hurt system performance.
The Denver Chapter of Quantitative Work Alliance for Applied Finance, Education and Wisdom invites you to their meeting on Thursday, April 26th.
TOPIC
Bitcoin: Predictability and Profitability via Technical Analysis
We document that Bitcoin returns, while largely unpredictable by macroeconomic variables, are predictable by 5- to 100-day moving averages (MAs) of its prices, both in-sample and out-of-sample. Trading strategies based on MAs generate substantial alpha, utility and Sharpe ratios gains, and significantly reduce the severity of drawdowns relative to a buy-and-hold position in Bitcoin, which already has a Sharpe ratio of 1.9. We explain these facts with a novel equilibrium model that demonstrates, in the absence of cash-flows, rational learning leads to joint predictability of returns by different horizon’s MAs.
PRESENTER
Jack Strauss, PhD
Miller Chair of Applied Economics at the Daniels School of Business, University of Denver
REGISTRATION
Early Bird $20.00
At the Door $25.00
The Dallas Chapter of the CMT Association invites you to our meeting Tuesday, May 1, 2018. We are pleased to have Paul McLaren, Managing Director of Enhance Your Options Pty Ltd 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!
Vince Regan, CMT
John Suvanto, CMT
Matt Trump, CMT
Dallas Chapter Co-Chairs
DATE
Tuesday, May 1, 2018
TIME
6:30PM
TOPIC
Trading: It’s completely mental!
Paul will demonstrate that trading is completely mental by looking at cognitive biases in two parts:
* How we trade including mechanical versus discretionary trading, decision making and risk management.
* Why and what markets we trade, which trading platform / software we use, which instruments we trade with, which broker we use, and our approach to financial education and training.
Key to the presentation will be an attempt to model the cognitive biases together to demonstrate those we are susceptible to at each stage of the trade, rather than viewing them as distinct phenomenon as is typically the case.
PRESENTER
Paul McLaren
LOCATION
British Beverage Company
2800 Routh Street
Dallas, Texas 75201
REGISTRATION
Free to members and non-members
The Science, Industry & Business Library is hosting a seminar for anyone interested in the Financial Markets. Veteran equity analyst Phil Roth, CMT will share insights on Technical Analysis with introductory concepts such as price, trend, and timeframes for investors. This presentation is designed for the novice investor or student.
DATE
Thursday, May 10, 2018
TIME
3:00PM – 4:30PM
TOPIC
Introduction to Technical Market Analysis
Ever wonder why a stock trades way above or way below the company’s valuation? How can it stay depressed or elevated for so long? Technical analysis provides visual tools for understanding the behavior of the market.
PRESENTER
Phil Roth, CMT
LOCATION
Science, Industry & Business Library
188 Madison Avenue @ 34th Street
Lower-Level Meeting Rooms
New York, NY 10016
REGISTRATION
Free to members and non-members
No registration required
The Denver Chapter of the CMT Association invites you to our Meeting on Thursday May 10th, 2018. We are pleased to have Louis Llanes, CMT,CFA as the guest speaker for this event.
DATE
May 10, 2018
TIME
4:30 PM – Presentation
6:00 PM – Networking Social
TOPIC
Market Outlook and Generating Returns with Multi-Factor Technical Indicators
This presentation will walk through technical indicators that incorporate multiple factors and time-frames. Louis will demonstrate how these indicators can improve stock selection and analyze the markets. The firm’s intermediate term outlook will also be presented along with key opportunities for intermediate-term traders and investors.
PRESENTER
Louis B Llanes, CMT, CFA
Founder & Managing Principal
Wealthnet Investments, LLC
REGISTRATION
Space is limited, please register as soon as possible.
Free to members and non-members.
The Philippines Chapter of the CMT Association invites you to our meeting Thursday, May 10, 2018. We are pleased to have Paul McLaren, Managing Director of Enhance Your Options Pty Ltd 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!
Nikki Yu, CMT
Philippines Chapter Chair
DATE
May 10, 2018
TIME
5:30PM
TOPIC
Options are not the Monster they are portrayed to be
Options are often misunderstood, misused and missed out in many trading and investing portfolios. This frequently boils done to a misunderstanding of the behavior of options in relation to the underlying instrument. The RoToR Payoff Diagram® was specifically designed to deal with these issues, developed by an educator to enable traders to understand the risks and rewards of options trading from a Technical Analysts perspective.
PRESENTER
Paul McLaren
LOCATION
Venture Capital Cafe Don Chua Lamko Bldg. 100
L.P. Leviste corner Dela
Costa Streets
Salcedo Village Makati City
8391392
ycafe@ygroup.ph
REGISTRATION
Free to members and non-members
The Minnesota Chapter of the CMT Association invites you to our next chapter meeting on Tuesday, May 15, 2018. We are pleased to have Gina Martin Adams 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
Andy Bell, CMT
Craig Johnson, CMT, CFA
Jamie Keelin, CMT
Kyle Lottman, CFA
Adam Turnquist, CMT
Minnesota Chapter Co-Chairs
DATE
May 15, 2018
TIME
4:00 PM
TOPIC
TBD
PRESENTER
Gina Martin Adams, CMT, CFA
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.
The New York Chapter of the CMT Association invites you to our next chapter meeting on Wednesday, May 16, 2018. We are pleased to have Mathew Verdouw 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!
Dan Russo, CMT
Michael Sroga, CMT
Alan Lax, CMT
New York Chapter Chairs
DATE
May 16, 2018
AGENDA
5:30 PM – Registration & Networking
6:00PM – Presentation
TOPIC
Optex Bands – Building on Market Profile
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.
PRESENTER
Mathew Verdouw, CMT, CFTe
Chief Executive Officer, Optuma
LOCATION
Baruch College
Administrative Building, Room 301
135 East 22nd Street
New York City
REGISTRATION
Free to members and non-members
With more than $2 Trillion in U.S. listed ETF assets, the demand from the Financial Advisor and Institutional communities continues to grow for what many hail as the premiere investment vehicle of the future.
This comprehensive 1 day program has been built upon the premise of allowing Advisors & Institutions the opportunity to take a deep dive into the most relevant investment themes. Our 5-star speaking faculty will be at your disposal to address cutting edge topics and answer questions.
DATE
April 24, 2018
TIME
8:00AM – 6:00PM
AGENDA
8:00-8:45 – Registration/Continental Breakfast – sponsored by Nottingham
8:45-9:00 – Welcome – Chris Romano, Director of Research, ETF Global
9:00-9:30 – Key Note – Doug Peta, Global ETF Strategy, BCA Research
9:35-10:25 – New-to-Market ETF Roundtable – sponsored by US Bancorp Fund Services
10:25-10:45 – Morning Break
10:50-11:40 – Leaders in Wealth Management – sponsored by Alps/Sector SPDRS
11:45-12:35 – The Need to Differentiate Among Smart Beta Strategies
12:35-1:40 – Luncheon & Networking Session sponsored by Innovation Shares
1:40-2:00 – ETF Global® Portfolio Challenge honoring the Fall 2017 Top 5 Winners – Jim Pacetti, Director of Marketing, ETF Global
2:00-2:50 – Today’s Complex World of Investing for Yield
2:55 – 3:10 Afternoon Break
3:15 – 4:05 – Artificial Intelligence in ETFs: A New Frontier? Sponsored by Nasdaq
4:10 – 5:05 – Around the Globe: Best Opportunities for 2018
5:05-5:10 – Closing Remarks – Chris Romano, Director of Research, ETF Global
5:10-6:10 – Networking Cocktail Reception – sponsored by Pacer ETFs
There will be a private reception for attendees immediately following the program.
LOCATION
New York Athletic Club
180 Central Park South
New York, NY 10019
(212) 767-7000
Stocktoberfest East is the premiere StockTwits event on the East Coast. Located in the heart of midtown Manhattan, Stocktoberfest East is for traders, investors, fintech entrepreneurs, technologists, media and financial institutions, all discussing “What’s next?” for the financial markets. The event will feature prominent industry leaders, startup company demos, and executive fireside chats. Join us and gain an edge on investing in 2018.
DATE
April 25, 2018
TIME
8:00AM – 6:00PM
AGENDA
8:00 am – Breakfast & Networking
9:00 am – Welcome to Stocktoberfest East
9:15 am – Howard’s State of the Market
9:30 am – Technology & Asset Management @ Fidelity
10:00 am – Understanding the Crypto Product Roadmap
10:30 am – Building The First Exchange for Sneakers
10:50 am – Media Trends: All The News That Matters
11:20 am – Law & Coffee with Goodwin Procter
11:40 am – Hedge Fund Development: The Merger of Speed & Data
12:10 pm – Artificial Intelligence Eating Financial Services
12:40 pm – Tinder: Becoming a $13B Company in 5 Years
1:00 pm – Lunch
1:50 pm – Changing Narratives in the Financial Ecosystem
2:10 pm – Perspectives on Regulating Wall Street
2:30 pm – The Arc of Kase Capital
2:50 pm – Venture Capital: FinTech Investing
3:20 pm – Artifical Intelligence & Coffee with Trade Ideas
3:40 pm – Fractionalization & Decentralization of Markets
4:00 pm – Chart Bracket Challenge
4:20 pm – Investing in Cannabis
4:40 pm – Closing Keynote: The Playbook for Digital Currency Group
5:10 pm – Cocktails & Cryptocurrencies with CryptoGlobal
LOCATION
Guastavino’s
409 E 59th St.
New York, NY 10022
Pullbacks often seem daunting when they occur, but certain pullbacks provide an opportunity to partake in the bigger uptrend. This webcast will show how to qualify pullbacks and use them in a mean-reversion system. We will compare different exit strategies and also see if stop-losses improve or hurt system performance.
The Denver Chapter of Quantitative Work Alliance for Applied Finance, Education and Wisdom invites you to their meeting on Thursday, April 26th.
TOPIC
Bitcoin: Predictability and Profitability via Technical Analysis
We document that Bitcoin returns, while largely unpredictable by macroeconomic variables, are predictable by 5- to 100-day moving averages (MAs) of its prices, both in-sample and out-of-sample. Trading strategies based on MAs generate substantial alpha, utility and Sharpe ratios gains, and significantly reduce the severity of drawdowns relative to a buy-and-hold position in Bitcoin, which already has a Sharpe ratio of 1.9. We explain these facts with a novel equilibrium model that demonstrates, in the absence of cash-flows, rational learning leads to joint predictability of returns by different horizon’s MAs.
PRESENTER
Jack Strauss, PhD
Miller Chair of Applied Economics at the Daniels School of Business, University of Denver
REGISTRATION
Early Bird $20.00
At the Door $25.00
The Dallas Chapter of the CMT Association invites you to our meeting Tuesday, May 1, 2018. We are pleased to have Paul McLaren, Managing Director of Enhance Your Options Pty Ltd 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!
Vince Regan, CMT
John Suvanto, CMT
Matt Trump, CMT
Dallas Chapter Co-Chairs
DATE
Tuesday, May 1, 2018
TIME
6:30PM
TOPIC
Trading: It’s completely mental!
Paul will demonstrate that trading is completely mental by looking at cognitive biases in two parts:
* How we trade including mechanical versus discretionary trading, decision making and risk management.
* Why and what markets we trade, which trading platform / software we use, which instruments we trade with, which broker we use, and our approach to financial education and training.
Key to the presentation will be an attempt to model the cognitive biases together to demonstrate those we are susceptible to at each stage of the trade, rather than viewing them as distinct phenomenon as is typically the case.
PRESENTER
Paul McLaren
LOCATION
British Beverage Company
2800 Routh Street
Dallas, Texas 75201
REGISTRATION
Free to members and non-members
The Science, Industry & Business Library is hosting a seminar for anyone interested in the Financial Markets. Veteran equity analyst Phil Roth, CMT will share insights on Technical Analysis with introductory concepts such as price, trend, and timeframes for investors. This presentation is designed for the novice investor or student.
DATE
Thursday, May 10, 2018
TIME
3:00PM – 4:30PM
TOPIC
Introduction to Technical Market Analysis
Ever wonder why a stock trades way above or way below the company’s valuation? How can it stay depressed or elevated for so long? Technical analysis provides visual tools for understanding the behavior of the market.
PRESENTER
Phil Roth, CMT
LOCATION
Science, Industry & Business Library
188 Madison Avenue @ 34th Street
Lower-Level Meeting Rooms
New York, NY 10016
REGISTRATION
Free to members and non-members
No registration required
The Denver Chapter of the CMT Association invites you to our Meeting on Thursday May 10th, 2018. We are pleased to have Louis Llanes, CMT,CFA as the guest speaker for this event.
DATE
May 10, 2018
TIME
4:30 PM – Presentation
6:00 PM – Networking Social
TOPIC
Market Outlook and Generating Returns with Multi-Factor Technical Indicators
This presentation will walk through technical indicators that incorporate multiple factors and time-frames. Louis will demonstrate how these indicators can improve stock selection and analyze the markets. The firm’s intermediate term outlook will also be presented along with key opportunities for intermediate-term traders and investors.
PRESENTER
Louis B Llanes, CMT, CFA
Founder & Managing Principal
Wealthnet Investments, LLC
REGISTRATION
Space is limited, please register as soon as possible.
Free to members and non-members.
The Philippines Chapter of the CMT Association invites you to our meeting Thursday, May 10, 2018. We are pleased to have Paul McLaren, Managing Director of Enhance Your Options Pty Ltd 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!
Nikki Yu, CMT
Philippines Chapter Chair
DATE
May 10, 2018
TIME
5:30PM
TOPIC
Options are not the Monster they are portrayed to be
Options are often misunderstood, misused and missed out in many trading and investing portfolios. This frequently boils done to a misunderstanding of the behavior of options in relation to the underlying instrument. The RoToR Payoff Diagram® was specifically designed to deal with these issues, developed by an educator to enable traders to understand the risks and rewards of options trading from a Technical Analysts perspective.
PRESENTER
Paul McLaren
LOCATION
Venture Capital Cafe Don Chua Lamko Bldg. 100
L.P. Leviste corner Dela
Costa Streets
Salcedo Village Makati City
8391392
ycafe@ygroup.ph
REGISTRATION
Free to members and non-members
The Minnesota Chapter of the CMT Association invites you to our next chapter meeting on Tuesday, May 15, 2018. We are pleased to have Gina Martin Adams 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
Andy Bell, CMT
Craig Johnson, CMT, CFA
Jamie Keelin, CMT
Kyle Lottman, CFA
Adam Turnquist, CMT
Minnesota Chapter Co-Chairs
DATE
May 15, 2018
TIME
4:00 PM
TOPIC
TBD
PRESENTER
Gina Martin Adams, CMT, CFA
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.
The New York Chapter of the CMT Association invites you to our next chapter meeting on Wednesday, May 16, 2018. We are pleased to have Mathew Verdouw 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!
Dan Russo, CMT
Michael Sroga, CMT
Alan Lax, CMT
New York Chapter Chairs
DATE
May 16, 2018
AGENDA
5:30 PM – Registration & Networking
6:00PM – Presentation
TOPIC
Optex Bands – Building on Market Profile
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.
PRESENTER
Mathew Verdouw, CMT, CFTe
Chief Executive Officer, Optuma
LOCATION
Baruch College
Administrative Building, Room 301
135 East 22nd Street
New York City
REGISTRATION
Free to members and non-members