Calendar

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.  

Python for Quant Finance

CFA Society New York 1540 Broadway, 10th floor, New York, United States

Explore the key applications of Python in quantitative finance and entrepreneurial ventures. In this session, we will discuss the most critical aspects of Python for financial services and startup environments, highlighting how Python can empower quant strategies and innovation. Learn how Python’s versatility can enhance your career, help new firms thrive, and open doors in both finance and entrepreneurship.  

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 […]

In-Person: Mumbai Community Meeting – Exploring Advanced Quantitative Strategies

Sky Lounge, 10th Floor, Motilal Oswal Tower, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai - 400 025 , India

CMT Association is proud to host Ken Tower, CMT, and Steven Malinsky, CMT, from Quantitative Analysis Service, Inc. (QAS) for an exclusive event in India. This CMT Mumbai Community meeting will dive into the cutting-edge quantitative strategies developed by QAS over the past 40 years. Learn how to have a focused objective of delivering consistent alpha while managing risk. Get insights into how models can be designed that provide portfolio managers with advanced tools for financial instrument analysis across markets and asset classes. This session will focus on strategies that Ken and Steven have used in developing Quantitative strategies in their workflow. Key Topics: Deep Dive into Quantitative Processes: Gain insights into the sophisticated methodologies that Ken and Steven employ in their work. They will share their approach to developing advanced momentum algorithms and quantitative ratings for major financial instruments across global markets and asset classes. Foundations in Rigorous Technical […]

Webcast: Purging Random Market Dogma

Virtual Meeting Link will be distributed prior to event

Wayne Montierth will demonstrate the legitimate expectation that financial markets are not random. Timing risk using common chart patterns is mathematically imperative. He argues that catch-all terms like 'volatile' and 'risky' are often used as excuses for a lack of context and understanding. The phrase "you will do the wrong thing at the wrong time" acknowledges that there is indeed an obvious right place and right time. This is part three in a series this year. Wayne will explain what this looks like, where it is likely to occur, and what outcomes are expected if certain confirmations are met, accepting the associated odds and failure rates. He emphasizes that tactical chart analysis is not gambling or wishful thinking. Seeing is believing. He also invites you to watch his last two webinars on 3/20 & 7/10 of this year.

CMT Association & NIBM, Pune Joint Seminar: – Global Macro Economic Development and Financial Markets – Navigating Market Volatility With Technical Analysis

LSEG, 12 F, Tower 1 C, One World Centre Senapati Bapat Marg, Elphinstone, Lower Parel, Mumbai Maharashtra, India

Macroeconomic policy and financial markets are in a seemingly eternal karmic cycle now. Central banks know their policies move markets, so they strive to balance transparency with caution. They aim to provide credible guidance, while markets remain wary and reactive, picking up cues from the myriad central bank policy actions and communications. The March 2024 Bank of International Settlements Quarterly Report noted that while market participants hoped for easier liquidity, central banks stayed cautious due to persistent inflation. Policy rate uncertainty affects all asset classes, especially bond prices. What can markets expect from policymakers in the future? In this volatile environment, managing market fluctuations is a core skill for treasury managers and traders. Technical analysis, with its robust toolkit of volatility indicators, trend analysis, and pattern recognition, helps navigate these conditions by enabling informed decision making amidst uncertainty. This conference brings together experts in macroeconomics, policymaking, and technical analysis to […]

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. REGISTRATION SCHEDULE: Early Registration(October 7 - October 18, 2025) Members: $325 Non-Members: $425 Standard Registration(Begins October 18, 2025) Members: $375 Non-Members: $475

Get Tickets $275.00 – $475.00