Calendar

Webcast: “Purging Random Market Dogma” with Wayne Montierth, CMT

Educational Web Series

A webcast presentation by Wayne Montierth, CMT as part of the CMT Association's Educational Web Series. About the Presentation: I will demonstrate the legitimate expectation that Financial markets are not random. Catch-all terminology like 'volatile' and 'risky' are excuses for a lack of context and perception. "You will do the wrong thing at the wrong time" acknowledges that there is a right place and right time. We know what that looks like, where it will probably happen, and what is likely to play out if triggered; and we will take the odds and failure rates. Tactical Chart Analysis is NOT gambling or wishful thinking.

In-Person: New York Chapter presents “Pitch the Pros”

Becketts Sports Bar 48 Stone Street, 2nd Floor, New York, New York

Pitch the Pros hosted by the CMT Association & Stocktwits Have you ever wanted to have your analysis critiqued by a Wall Street professional? Now is your chance! We hope you will join us! Jay Woods, CMT Dan Russo, CMT Michael Sroga, CMT Louis Spector, CMT Tom Bruni, CMT New York Chapter Chairs TOPIC: Three Wall Street pros will join us for a “Shark Tank”-style NYC Chapter meeting where contestants can share their analyses, receive constructive feedback, and compete for prizes.  Each contestant will have five minutes to pitch their idea, followed by a five-minute Q&A session. Three judges will critique their analysis, presentation style, and overall communication. While we’ll all be winners since we’re learning something, additional prizes will be awarded to the top scorers and participants. It’s a real-world opportunity to hone your skills, learn from seasoned professionals, and network over drinks with a group focused on finding […]

Virtual: Women in TA Chapter Meeting featuring Susan Berger

The Women in TA Chapter of the CMT Association invite you to our meeting on Friday, October 11, 2024.  Susan Berger will be our guest speaker.  We hope you will join us! TOPIC: Moral Compass: A Memoir (available at Amazon.com) Susan will discuss the early days of Technical Analysis and, specifically, her role as a woman in the field. PRESENTER: Susan Berger Author & Emeritus Member CMT Association Attendees are encouraged to read her book and come prepared with questions. Please also see the book review written by Women in TA member, Razan Hilal, in the September issue of Technically Speaking. You will receive an email with the Link to the zoom call on the day of event. Registration closes on October 10th at 5:00PM. Karen Benefiel, CMT, CPA Kelly Corbiere, CMT, CFA, CFP Gina Martin Adams, CMT, CFA Sandra Stoutenburg CMT Women in TA   

Dr. Michael Orkin Predicts the Unpredictable

About the event: Explore the perplexing role that luck plays in the decision-making processes and discuss how understanding the mathematics behind chance can empower the making of better, more informed decisions in both personal and professional lives.  

Webcast: The Million Dollar Blueprint: A Proven Method to Growing a 7-Figure Firm Part 2 with Adam Koós, CMT

A webcast presentation by Adam Koós, CMT as part of the CMT Association's Educational Web Series. About the Presentation: Do you feel “stuck?” Are you a growth-minded, goal-oriented financial advisor, but struggling to take your firm to the next level? What about your mindset – are you stressed out, or have you reached a point where you’re not as excited about your practice as you once were? Have you ever thought to yourself, “I’m like a V-10 engine, ready to race toward greatness… if I could just find the right fuel to get me there?!” In this 1-hour presentation, Adam Koós crams a plethora of tested and proven methods to grow your financial advisory firm in ways that surpass all your expectations. You’ll learn tips on how to attract new clients, perfect your client on-boarding process, increase your conversion ratios, get more referrals from clients and COIs, prospect for new […]

Webcast: Trading Trends with John Salama, CMT

Virtual Meeting Link will be distributed prior to event

About the event: John Salama, CMT, will be reviewing the top absolute (long and short) trades from the past year to assess trend persistence and identify potential setups for systematic and technical trading. Additionally, Salama will cover tickers sent in the chat, including both macro trends and individual securities.

Midwinter Retreat 2025

The Tampa Club Bank of America Plaza, 101 E Kennedy Blvd, Suite 4200, Tampa, FL 33602, Tampa, FL, United States

The CMT Midwinter Retreat 2025 offers a unique opportunity for education, networking, and inspiration, building on the success of last year’s event, which brought together over 100 professionals from the forefront of financial markets and technical analysis. This year’s retreat will feature expert-led discussions, forward-thinking presentations, and practical insights designed to equip attendees with actionable knowledge. Held once again at the Tampa Club, known for its stunning views and elegant ambiance, the retreat provides the ideal setting for meaningful connections and engagement with industry leaders, whether you are an experienced professional or new to the field. EARLY BIRD RATE: ONLY $275 Discount Expires October 7, 2025 OPEN REGISTRATION SCHEDULE: Early (October 7 - October 14, 2025) Members: $325 Non-Members: $325 Standard (Begins October 14, 2025) Members: $375 Non-Members: $475

Get Tickets $275.00 – $475.00