Hello there. As the newly elected President of the CMT Association, this is my inaugural letter in Technically Speaking. Right up front I’ll tell you that I’m a big fan of effective communication. Therefore, you should expect to see a meaningful message from me every month in this publication – something that directly affects you as a dues-paying member. As for my credentials, I have been a member of the CMT Association since 2002 and I have served on the Board of Directors since 2014. I spent the first 15 years of my career writing technical analysis research on the sell-side for boutique investment banks with institutional clientele, then spent seven years as an investor relations officer inside a publicly traded company. For about 6 years I taught introductory and intermediate-level courses in technical analysis at Golden Gate University under the guidance of Dr. Henry Pruden. And I also served as

Please tell us what you do professionally. I’m currently a portfolio manager with the Discretionary Portfolio Management (DPM) team in CGS-CIMB Securities Singapore. I was appointed to this newly created role in April after spending nearly 12 years with the firm. My main responsibilities include managing discretionary investment mandates for the team, conducting quantitative research to uncover new sources of alpha; building proprietary strategic/tactical asset allocation models, multi-factor equity strategies and mutual fund selection models. Prior to this, I was a market strategist for five years with CGS-CIMB Research. Being a member of the regional technical research team, I contributed to our daily TA publication “Trendspotter” covering Singapore, Hong Kong and Chinese equities. During this tenure, I pioneered the development of our proprietary CQM Dual Momentum models which we officially unveiled last year. These models can efficiently help our traders and clients screen through thousands of stocks across major equity markets to provide

Chief Investment Officer of Zurich-based Acies Asset Management, critically acclaimed author, and systematic trend-following expert Andreas Clenow, CMT brings decades of asset management experience to the podcast this month. Episode #7 of Fill the Gap focuses on the process and precision of strategy development and so much more. Challenging the very definitions of commonly held terms in the investment industry, Andreas brought wit and candor to this interview while engaging honestly with the debate around systematic vs discretionary money management. We encourage all of our listeners to check their assumptions as Andreas helped define these approaches through terms such as mechanical and unsupervised. Digging into the common pitfalls of the business, Andreas spoke authentically about lessons he has learned personally as a trader, fund manager, strategy developer, and allocator of hedge funds across all asset classes. Perhaps most important for listeners this month is the concept that managers will inevitably find periods

Members on the Move Harish Srivastava, CMT, Senior Executive Director at Kotak Securities Jake Damien Chow, CMT, Portfolio Manager at CGS-CIMB Securities Matthew Caire, CFA, CFP, CMT, Senior Portfolio Manager at Vaughan Nelson Investment Management Kevin Hefferman, CMT, Head Trader at Coinsquare Bob Sheehan, CMT, Associate Portfolio Manager at Coastal Bridge Advisors Craig Fullen, CMT, Mindset / Mental Performance Coach at Joyful Mindset LLC Prakash Prabhu, Manager – Product Management Team (Base Metals) at Multi Commodity Exchange of India Ltd.   CMT Early registration for the December 2021 test administration is open until August 9.  CMT Level I & II exams will take place December 2-12, 2021, with the Level III exam on December 9. Don’t forget to schedule an appointment for your exam at Prometric as early as possible.  Candidates have the choice of taking the exam at a Prometric test center or scheduling an appointment for remote proctoring.  Be sure to test your computer, read the User’s Guide,