With December now here, the world is eager to kiss 2020 goodbye, and likely, good riddance. It was a tough year for many people as they lost their jobs, their dreams and even their loved ones. Many of us in the Association are privileged, because we work in an industry that thankfully stayed open for business, even if the markets tanked in a once-in-a-generation way. As a metaphor for the real world, 401-ks are back at new highs as the light at the end of the tunnel is shining brightly.
Let’s just jump right into the content of this month’s newsletter. We start with an article excerpted from Proactive Advisor Magazine, where technical analysis is offered as a way to enhance risk-adjusted returns. It’s not the center of the piece but it does show that even for fundamentally oriented managers, there is value is what we do. Everyone is a closet technician, it seems.
From around the Association, we’ve got chapter meeting reviews from Chicago and Minneapolis. This month’s member interview is with Lane Mendelsohn, President of VantagePoint AI software and a second-generation member of the Association.
News from the CMT front and another installment from the photo archive round things out.
Do me a favor, please. Make one of your New Year’s resolutions to get more involved in your Association. At the very minimum, you will meet other members. Every member interview we’ve done says that networking is one of the greatest benefits of membership, even if we are still working remotely. And whether you are an old-timer or fresh-faced newbie, how about contributing a book or software review or even an interesting blog post you’ve already written? My advice for anyone looking to advance their career is write, write, write … and where better to get your work published than in your own Association of like-minded professionals?
– Michael Kahn, Editor
President’s Letterby Scott G. Richter, CMT, CFA, CHP
We have an awesome organization! There is a lot of value in being a member of the CMT Association, but all of the benefits of membership are not always obvious. Therefore, I’m going to...
Adding Active Management into the Portfolio-Construction Equationby Flexible Plan Investments, Ltd.
Editor’s note – This is an excerpt of an article that ran in Proactive Advisor Magazine November 2019 (published with permission). It is interesting for us in that it argues that active...
Chicago October Chapter Meeting Reviewby Jim Erdmier, CMT
Tom McClellan, who is known for the McClellan oscillator, joined the Chicago CMT chapter on November 5th for our monthly meeting. The most relevant topic that he covered was, as you may have guessed,...
Member Interview with Lane Mendelsohnby Lane Mendelsohn
Please tell us what you do professionally. I am the President of VantagePoint AI, a trading software company that applies artificial intelligence (specifically neural networks), which my father...
Minneapolis November Chapter Meeting Reviewby Jamie Keelin, MBA, CMT
Our featured speaker at the November 2020 meeting was Tony Dwyer, Chief Market Strategist at Canaccord Genuity LLC/ He presented his Macro and Market Outlook. Tony applies technical analysis to...
CMT Photo Archiveby Michael Kahn, CMT
This is an occasional series revisiting the Association in pictures. With shelter-in-place orders reemerging and our transition to online-only member programming, we’d like to offer a glimpse of...
Membership Newsby Marie Penza
Members on the Move The CMT Association would like to congratulate the following members on their new positions: Brennan Basnicki, CFA, CAIA, CMT, Director and Product Specialist at Auspice Capital...
New Educational Content This Month
This month, we’ve added a recent presentation by Leslie Jouflas, CMT to the video archives, as well as a new perspective on risk management with Dean Christians, CMT, and more.
Scott G. Richter, CMT, CFA, CHP
Scott Richter, CMT, CFA, CHP is a senior portfolio manager for Westfield, which manages over $4B in AUM. He is the lead portfolio manager for alternative assets and is also responsible for investments in the energy and utility sectors. He was formerly the co-manager...
Flexible Plan Investments, Ltd.
Jim Erdmier, CMT
Jim Erdmier, who holds a Chartered Market Technician (CMT) designation, has been trading privately and institutionally for 10 years in equities, FX, and futures. He is pursuing a degree in Finance and Computer Science at DePaul University. Jim is Co-Chair of the Chicago Chapter...
Jamie Keelin, MBA, CMT
Jamie Keelin, who holds a Chartered Market Technician (CMT) designation, is the Chief Investment Strategist at Frazer Bay Investments, LLC. He has extensive financial markets and institutional equity trading experience and knowledge. While working at a mid-size investment...
Michael Kahn, CMT
Michael Kahn, who holds a Chartered Market Technician (CMT) designation, is a seasoned financial services strategist, analyst, columnist, educator and speaker. Michael has been working with charts and technical analysis since 1986. He is the author of three books on...
Marie Penza serves as the Director of Member Services for the CMT
New Educational Content This Month
March 24, 2023
CMT Level III Informational Session
Presenter(s): Stanley Dash, CMT, Tyler Wood, CMT
March 15, 2023
Why the Dow Theory? Multimarket application, Outperformance, Drawdown reduction, and a 120+ years record
Presenter(s): Manuel Blay
March 8, 2023
Money and the Fork in the Road for the Year Ahead
Presenter(s): Brendan McCarty, CMT