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Navigating the GAP: Applying Technical Analysis to Modern Challenges

The Symposium brings together a diverse array of speakers across all asset classes and arenas of the industry. Attendees can count on sessions from top-performing investment professionals, presenting an arsenal of insights related to the ETF ecosystem, market volatility variation, cross-asset correlations, data visualization methods, decision theory, and machine learning algorithms to gain understanding of the forces at play when asset prices and valuations diverge.

This event has presented an opportunity for portfolio managers, registered investment advisers, asset allocators, strategists, traders and analysts to explore first principles of the markets and the utility of technical analysis in any investment-selection model. Whether you are a lifelong Member of the CMT Association, a new Candidate in the CMT Program, or an investment professional looking to improve your process, this event provides provocative, leading-edge investment perspectives immediately applicable to your trading strategies.

Gain expert guidance from the industry’s top professionals and hone your insight on navigating uncertain global markets across asset classes. Leave with new skills and an expanded professional network ready to put your knowledge to work for your firm, your clients, and your portfolio.

 

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

2022 Charles H. Dow Award Winner

In 1994 the CMT Association established the Charles H. Dow award to highlight outstanding research in technical analysis. This year, the CMT Association proudly presents the 2022 Charles H. Dow Award to Alex Spiroglou, CFTe, DipTA (ATAA) for his research paper which contributes to the body of knowledge and has helped advance the discipline of technical analysis.

MACD-V: Volatility Normalised Momentum

MACD-V: Volatility Normalised Momentum has been recognized for the study of momentum using a very popular technical analysis indicator, the Moving Average Convergence Divergence.

49th Annual Symposium - 2022

Photos from the Event

49th Annual Symposium - 2022

John Bollinger, CMT, CFA

Founder, Bollinger Capital Management
49th Annual Symposium - 2022

James Bianco, CMT

President, Bianco Research, L.L.C.
49th Annual Symposium - 2022

Dr. Ernest P. Chan

CEO, Predictnow.ai
49th Annual Symposium - 2022

Helene Meisler

Columnist, RealMoney.com
49th Annual Symposium - 2022

Christopher Cain, CMT

U.S. Quantitative Equity Strategist, Bloomberg Intelligence
49th Annual Symposium - 2022

Gina Martin Adams, CMT, CFA

Global Equity Strategy, Bloomberg Intelligence
49th Annual Symposium - 2022

Jeffrey A. Hirsch

CEO, Hirsch Holdings
49th Annual Symposium - 2022

Buff Dormeier, CMT

Chief Technical Analyst, Kingsview Investment Partners
49th Annual Symposium - 2022

John Roque

Senior Managing Director, Head of Technical Strategy, 22V Research New York
49th Annual Symposium - 2022

George L. Noble

Managing Partner, Noble Capital Advisors
49th Annual Symposium - 2022

Ralph Acampora, CMT

Professor, NYIF
49th Annual Symposium - 2022

Jerry Buczek

Vice President, Institutional Client Services, William O'Neil + Co
49th Annual Symposium - 2022

Patrick Erickson

Director of Data Science, O’Neil Global Advisors
49th Annual Symposium - 2022

Jay Woods, CMT

Chief Market Strategist, DriveWealth Institutional
49th Annual Symposium - 2022

Brennan Basnicki, CFA, CMT

Partner, Auspice Capital Advisors
49th Annual Symposium - 2022

Dan Russo, CMT

Portfolio Manager & Director of Research, Potomac Fund Management
49th Annual Symposium - 2022

Alvin Kressler

Executive Director & CEO, CMT Association
49th Annual Symposium - 2022

Brett Villaume, CMT, CAIA

President, CMT Association
49th Annual Symposium - 2022

Bill Miller IV, CMT, CFA

Portfolio Manager, Miller Value Partners
49th Annual Symposium - 2022

Mathew Verdouw, CMT, CFTe

Chief Executive Officer, Optuma
49th Annual Symposium - 2022

Dave Lundgren, CMT, CFA

Portfolio Manager, LHA MOTR Long Short Fund, LP & Founder, Chief Strategist, MOTR Capital Management & Research, Inc.
49th Annual Symposium - 2022

Frank Teixeira, CMT, CFA

Partner, Portfolio Manager, & Director of Technical Research, Wellington Management
49th Annual Symposium - 2022

Akshay Chinchalkar, CMT, EPAT

Cross Asset Editor, Bloomberg News
49th Annual Symposium - 2022

JC Parets, CMT

CEO & Founder, All Star Charts
49th Annual Symposium - 2022

Tyler Wood

Managing Director of Global Business Development
49th Annual Symposium - 2022

Bill Kelleher, CMT, CFA

Chief Operating Officer, ETFConcepts

6 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

Talk To Your Manager

Take the initiative and show your manager how your attendance at the 2022 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 2022 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.

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 150 attendees, as registration is limited to 150 registrants.

What is the preferred dress code?

What is the preferred dress code?

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 register?

Scroll to the top of the page and click the registration button to start the registration process. For more information, visit https://cvent.me/rvV1BZ.

How can I pay?

We accept payment online via Credit Card or Debit Card.

Our Merchant Credit Card Service does not accept Debit Cards or Prepaid Credit Cards for International transactions.

If you require an invoice to pay by check, please email admin@cmtassociation.org.

Please note that the CMT Association complies with The Office of Foreign Assets Control (OFAC) Policy, and is unable to work with individuals who live in countries subject to certain sanctions.

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 150 attendees, as registration is limited to 150 registrants.

What is the preferred dress code?

Business-casual attire is common at the conference and you can expect a professional learning and relaxed networking environment over the two days.

Scroll to the top of the page and click the registration button to start the registration process. For more information, visit https://cvent.me/rvV1BZ.

How can I pay?

We accept payment online via Credit Card or Debit Card.

Our Merchant Credit Card Service does not accept Debit Cards or Prepaid Credit Cards for International transactions.

If you require an invoice to pay by check, please email admin@cmtassociation.org.

Please note that the CMT Association complies with The Office of Foreign Assets Control (OFAC) Policy, and is unable to work with individuals who live in countries subject to certain sanctions.