Striving to further the profession with diverse opportunities in continuing education, advocacy, ethics awareness, and networking.
Louis Llanes is a technical analyst and the Founder & Managing Principal of Wealthnet Investments, LLC. Wealthnet is an asset management and research firm. In 1997, Louis founded Blythe Lane Investment Management and later merged the firm with Centric Investment Group, which became Wealthnet Investments, LLC.
He also served as a Senior Portfolio Manager for the US Bank Private Client Reserve, and an Investment Consultant for Kemper Securities. Early in his career he worked as a Financial Analyst for Intellogic Trace, a spin-off of DataPoint, and as a Quantitative Analyst.
Louis holds the Chartered Financial Analyst (CFA) and Chartered Market Technician (CMT) designations. He earned an MBA at the University of Denver and a B.S. in Finance from the University of Colorado in Denver. Louis is a contributing author in The Handbook of Risk published by John Wiley, and has written white papers about investment management issues for practitioners. Louis has held chair positions on the board for the Colorado chapter of the Institute for Chartered Financial Analyst and the CMT Association.
Louis Llanes will share how quantitative technical techniques can improve decision-making for portfolio managers in a multi-disciplinary environment. Louis will cover a framework for creating technical factors and algorithms that can improve portfolio construction, position...
This webcast will walk through how portfolio managers can incorporate quantitative technical analysis to determine portfolio construction, position sizing, and risk management. A high-level framework explaining technical factors of return, risk, and diversification will be...
A webcast presentation by Louis Llanes, CFA, CMT originally held on July 31st, 2013 as part of the CMT Association's Educational Web Series.
The Denver Chapter of the CMT Association is co-chaired by Louis Llanes, CMT, CFA, and Jason Meshnick, CMT. Participation in all Denver Chapter Meetings qualifies you for 3 CMT Continuing Education Unit (CEU) Credits.