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Navigating the GAP: Applying Technical Analysis to Modern Challenges

Join us on April 2-3, 2020 in NYC as we explore the impact of applying technical data to solve today’s biggest market questions. Refresh your perspective on classical technical analysis concepts. Team up with the brightest minds and top performers across research, trading, advisory and asset management. Begin the next step in advancing the discipline of technical analysis.

Compass

47th Annual Symposium

I highly recommend it. Two full days of education, information, and excellent networking; the different breakout events available to all attendees … I encourage everyone to attend next year.

Investment Banker Glenn Williams Jr., New York City 

Confirmed Speakers

Ralph Acampora, CMT

Professor, NYIF

Ryan Bailey, CMT, CFA, FRM, CAIA

Pacenote Capital

Milton Berg, CFA

CEO, MB Advisors, LLC.

John Bollinger, CMT, CFA

Founder, Bollinger Capital Management

Christopher Cain, CMT

Quantitative Researcher, The Connors Group

Robert Carver

Author & Independent Consultant

Ernest Chan, PhD

QTS Capital Management, LLC.

Andreas F. Clenow

Chief Investment Officer

Laurence Connors

Chairman, The Connors Group 

James Cox

Founder and CEO, Taipan Trading & Investments

Ned Davis

Founder, Ned Davis Research Group

Walter Deemer

Retired Institutional Market Analyst

Deborah Fuhr

Founder, ETFGI

Julius de Kempenaer

Founder & Director, RRG Research

David Keller, CMT

President and Chief Strategist

Bill Miller IV, CMT, CFA

Portfolio Manager, Miller Value Partners

Marissa Pick

Marissa Pick Consulting

John Roque

Managing Director, Wolfe Research LLC

Anthony Saliba

Founder, Matrix Holding Group

Randy Watts, CFA

Chief Investment Strategist, William O'Neil

Olga Yangol, CMT, CFA, CAIA, FRM

Portfolio Manager, HSBC

Stay tuned – we look forward to announcing more speakers over the coming months.

Registration

FINAL REGISTRATION

Final Registration remains open through March 18, 2020

Non Member: $1499

Member: $1099

CONFERENCE HOTEL

We are partnering with the Andaz on Wall Street again this year, and have secured a room block for Symposium attendees. Prices start at $279, and the deadline to reserve your room is Tuesday, March 10.

You can make your reservation using this link: https://www.hyatt.com/en-US/group-booking/NYCAW/G-CMT3

Andaz Wall Street

75 Wall St, New York, NY 10005

1-800-233-1234

2020 Award Winners

Justify Your Attendance

Take the initiative and show your manager how your attendance at the 2020 Symposium will enhance your money management process and strengthen your professional network. To help you justify your attendance to the Symposium, we’ve put together a letter you can provide your manager, as well as a post-event reporting document to help you compile a straightforward summary communicating the main concepts covered and actionable takeaways. You can find these templates as PDFs below.

Tips & Talking Points

  • Be specific. Provide specific terms illustrating what you will gain from attending the 2020 Annual Symposium and how it will benefit your work in service to the overall goals of your company.
  • Share your learning. Offer to prepare and deliver a briefing to your colleagues to share what you learned, so that others in your division will receive the benefits of your attendance.
  • Ask, “What is the cost of not attending?” and frame this opportunity cost in terms of your ability to stay abreast of new industry developments. You miss out on discovering valuable tools, perspectives, and relationships that will help your organization anticipate and adapt to the future.
  • Prepare a plan. Show who will cover for you and how critical work will get done while you are attending the conference.

7 Things You Gain
From the CMT Symposium

1Connect with the Industry

Cultivate relationships with industry leaders and value generators from around the world. Meet with potential new partners, clients or future colleagues.

2Apply Technical Analysis

Incorporate new tools with discipline and objectivity to remove subjective bias from your process across asset classes

3Implement Macro Strategy

Develop a top down investment strategy to understand the global economic landscape and implement best practice in tactical asset allocation

4Fuse Multiple Disciplines

Combine classical technical analysis with emerging quantitative methods for improved momentum, mean reversion, volatility trading strategies and more

5Learn & Adapt

Attend sessions that unpack behavioral psychology and decision making frameworks to closely track your performance at key investment decisions

6Embrace New Technology

Learn to collect, analyze and visualize data with the latest techniques from industry leading firms

7Prove Your Worth

Apply technical analysis as a means of risk management in the portfolio context

Frequently Asked
Questions

Who should attend?

Who should attend?

Portfolio managers, traders, allocators, wealth managers, quantitative system developers, and research analysts – both buy-side or sell-side. Presentations are aimed for a professional audience with certain assumed knowledge of the industry. However, the tenure of attendees is extremely diverse, ranging from associates in their first few years to industry veterans with decades of experience.

How many other attendees will there be?

How many other attendees will there be?

The CMT Association Symposium is designed to be a dynamic learning environment enabling one-to-one and small group discussions amongst attendees and speakers as well as large format presentations and panel discussions where the CMT Association’s mobile technology allows a moderated Q&A even for keynote sessions. The number of attendees has increased each of the past 4 years. We expect roughly 300 total attendees.

What is the preferred dress code?

What is the preferred dress code?

Business attire is preferred for the kickoff on Wednesday evening and celebration Thursday night; business-casual attire is common at the conference and you can expect a professional learning and relaxed networking environment over the two days.

How can I pay?

How can I pay?

We accept payment online via Credit Card or Debit Card. If you require an invoice to pay by check, please email admin@cmtassociation.org.

Who should attend?

Portfolio managers, traders, allocators, wealth managers, quantitative system developers, and research analysts – both buy-side or sell-side. Presentations are aimed for a professional audience with certain assumed knowledge of the industry. However, the tenure of attendees is extremely diverse, ranging from associates in their first few years to industry veterans with decades of experience.

How many other attendees will there be?

The CMT Association Symposium is designed to be a dynamic learning environment enabling one-to-one and small group discussions amongst attendees and speakers as well as large format presentations and panel discussions where the CMT Association’s mobile technology allows a moderated Q&A even for keynote sessions. The number of attendees has increased each of the past 4 years. We expect roughly 300 total attendees.

What is the preferred dress code?

Business attire is preferred for the kickoff on Wednesday evening and celebration Thursday night; business-casual attire is common at the conference and you can expect a professional learning and relaxed networking environment over the two days.

How can I pay?

We accept payment online via Credit Card or Debit Card. If you require an invoice to pay by check, please email admin@cmtassociation.org.