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Events Calendar

Oct
22
Tue
New York Chapter Meeting featuring Sam Stovall, CFP @ WeWork Offices
Oct 22 @ 5:30 pm – 7:00 pm

The New York Chapter of the CMT Association invites you to our next chapter meeting on Tuesday, October 22, 2019. We are pleased to have Sam Stovall as our guest speaker.

We encourage you to bring clients and colleagues interested in technical analysis and the markets to this presentation. We hope to see you there!

Dan Russo, CMT
Michael Sroga, CMT
Alan Lax, CMT
Jay Woods, CMT
Tom Bruni, CMT
New York Chapter Chairs


SPEAKER

Sam Stovall, CFP
Chief Investment Strategist
CFRA Research

TOPIC
The Rules Rule!  (Rules-Based ETF Rotation Strategies that Beat the Market)
Emotions are an investor’s worst enemy, causing them to buy at the top, sell at the bottom, and play “whack a mole” in between. However, history shows that by embracing a rules-based investment approach, one can extract their emotions from the investment process, improve performance, and reduce volatility.

Sam Stovall will discuss market-beating sector-rotation strategies that leverage seasonality, momentum and correlation. For instance, “Sell in May and Go Away” is more than an old Wall Street axiom that reminds investors of summertime softness. It also shows that rotating among sectors, rather than retreating from stocks entirely, would have beaten the market by more than 500 basis points per year. Come hear Sam talk about whether investors should “let their winners ride” by investing in last year’s top performing S&P 500 sub-industries or “buy low and sell high” by constructing a portfolio of last year’s worst performing groups. Finally, he will show us that pairing tech – the best performing sector over the past 20 years – with a less volatile group not only substantially reduced volatility but also improved results.

REGISTRATION
You must register before 2:00PM on 10/22/2019 to get through Security in the Lobby.
Free to members and non-members.

Nov
20
Wed
New York Chapter Meeting featuring Gina Martin Adams, CMT, CFA @ WeWork Offices
Nov 20 @ 5:30 pm – 7:00 pm

The New York Chapter of the CMT Association invites you to our next chapter meeting on Wednesday, November 20, 2019. We are pleased to have Gina Martin Adams as our guest speaker.

We encourage you to bring clients and colleagues interested in technical analysis and the markets to this presentation. We hope to see you there!

Dan Russo, CMT
Michael Sroga, CMT
Alan Lax, CMT
Jay Woods, CMT
Tom Bruni, CMT
New York Chapter Chairs

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

TOPIC
Equity Market Outlook: When will the bell ring on the bull market?
Heightened policy risks, tighter financial conditions and weak economic growth continue to plague risk tolerance globally, yet U.S. stocks remain close to all time highs. Join us for a discussion on what is in store for equity markets in the year ahead. 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.

LOCATION
WeWork Offices
25 Broadway, 9th Floor Lounge
New York, NY 10004

REGISTRATION
Free to members and non-members
You must register to attend.  After Building Security, proceed to 9th Floor.  The event is on the 9th Floor Lounge.

Oct
22
Tue
New York Chapter Meeting featuring Sam Stovall, CFP @ WeWork Offices
Oct 22 @ 5:30 pm – 7:00 pm

The New York Chapter of the CMT Association invites you to our next chapter meeting on Tuesday, October 22, 2019. We are pleased to have Sam Stovall as our guest speaker.

We encourage you to bring clients and colleagues interested in technical analysis and the markets to this presentation. We hope to see you there!

Dan Russo, CMT
Michael Sroga, CMT
Alan Lax, CMT
Jay Woods, CMT
Tom Bruni, CMT
New York Chapter Chairs


SPEAKER

Sam Stovall, CFP
Chief Investment Strategist
CFRA Research

TOPIC
The Rules Rule!  (Rules-Based ETF Rotation Strategies that Beat the Market)
Emotions are an investor’s worst enemy, causing them to buy at the top, sell at the bottom, and play “whack a mole” in between. However, history shows that by embracing a rules-based investment approach, one can extract their emotions from the investment process, improve performance, and reduce volatility.

Sam Stovall will discuss market-beating sector-rotation strategies that leverage seasonality, momentum and correlation. For instance, “Sell in May and Go Away” is more than an old Wall Street axiom that reminds investors of summertime softness. It also shows that rotating among sectors, rather than retreating from stocks entirely, would have beaten the market by more than 500 basis points per year. Come hear Sam talk about whether investors should “let their winners ride” by investing in last year’s top performing S&P 500 sub-industries or “buy low and sell high” by constructing a portfolio of last year’s worst performing groups. Finally, he will show us that pairing tech – the best performing sector over the past 20 years – with a less volatile group not only substantially reduced volatility but also improved results.

REGISTRATION
You must register before 2:00PM on 10/22/2019 to get through Security in the Lobby.
Free to members and non-members.

Nov
20
Wed
New York Chapter Meeting featuring Gina Martin Adams, CMT, CFA @ WeWork Offices
Nov 20 @ 5:30 pm – 7:00 pm

The New York Chapter of the CMT Association invites you to our next chapter meeting on Wednesday, November 20, 2019. We are pleased to have Gina Martin Adams as our guest speaker.

We encourage you to bring clients and colleagues interested in technical analysis and the markets to this presentation. We hope to see you there!

Dan Russo, CMT
Michael Sroga, CMT
Alan Lax, CMT
Jay Woods, CMT
Tom Bruni, CMT
New York Chapter Chairs

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

TOPIC
Equity Market Outlook: When will the bell ring on the bull market?
Heightened policy risks, tighter financial conditions and weak economic growth continue to plague risk tolerance globally, yet U.S. stocks remain close to all time highs. Join us for a discussion on what is in store for equity markets in the year ahead. 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.

LOCATION
WeWork Offices
25 Broadway, 9th Floor Lounge
New York, NY 10004

REGISTRATION
Free to members and non-members
You must register to attend.  After Building Security, proceed to 9th Floor.  The event is on the 9th Floor Lounge.