45th Annual Symposium

I have been impressed by the professionalism in the organization which has blossomed since my first foray into the CMT Association. It’s always a pleasure to come every year and hear more and more insightful perspectives on the market.

Portfolio Manager, Wellington Management, Boston, MA

Symposium Overview

Join us on April 11-13, 2018 in NYC as we explore the impact of big data on every market across the globe. 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.

Registration

EARLY REGISTRATION

Non Member: $999

Member: $899

STANDARD REGISTRATION

Non Member: $1299

Member: $1099

ACCOMMODATIONS

Andaz – Wall Street
75 Wall St
New York, NY 10005

Special CMT Association Rate – $285

Confirmed Speakers

Michael Batnick, CFA

Director of Research

Michael Berman, Ph.D.

CEO & Co-founder

John Bollinger, CMT, CFA

President

Peter L. Brandt

Chief Executive Officer

Josh Brown

Chief Executive Officer

Marc Chaikin

Chief Executive Officer

Andreas F. Clenow

Chief Investment Officer

Steven Goldstein

Senior Performance Coach

Wes Gray, PhD

Chief Executive Officer

Thomas J. Lee, CFA

Head of Research

John Lewis, CMT

Senior Portfolio Manager

Robin Mesch

President

F. Thomas O’Halloran, J.D., CFA

Partner & Portfolio Manager

Jerry Parker

Chairman & CEO

Clint Sorenson, CMT, CFA

Founding Partner

Stephen Suttmeier, CMT, CFA

Chief Equity Technical Strategist

Jurrien Timmer, CMT

Director of Global Macro

Mathew Verdouw, CMT, CFTe

Chief Executive Officer

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?

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?

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