Volunteerism is the lifeblood of the CMT Association – always has been. But serving doesn’t just benefit the Association. It also unlocks the ability for CMT charter holders to advance their careers. For decades we did not employ any paid staff members, aside from Ms. Shelley Lebeck, who served as Office Manager. In 2005, we hired our first Executive Director and since then the CMT Association Staff has grown to eight individuals. Lucky for us, the staff today, led by Executive Director Alvin Kressler, are highly talented and dedicated people who have been with the Association for years, many of whom you may know personally. So, who used to run the day-to-day operations of the Association? It was the Board of Directors, committee members, and local chapter chairs – all of whom were volunteers. No doubt, the success of the Association and our now highly-acclaimed CMT Program is due to the passion

The inaugural Asia Pacific Summit presented by CMT Association brings together the very top global and regional practitioners from both the buy and sellside communities. Over two knowledge-packed days, Summit attendees will enjoy an eclectic mix of unique perspectives on major themes, opportunities, and technical techniques across the entire investing ecosystem. Hedge fund manager and publisher of several of the most important books on systematic investing, Andreas Clenow, will be joined by several of the most esteemed rules based discretionary analysts, including CLSA’s own Lawrence Balanco, CMT, Asia’s No.1 Rated Technical Strategist as well as prolific independent technical investor and educator, Francis Hunt. At its core, technical analysis is about data visualization and modelling. During the Summit, you can expect to learn new insights on the intersection between market psychology and big data from an array of experts such as Katsunari Yamaguchi, PhD, CFA, CMA, Katsuhiko Okada, PhD, and Aman Oberoi, while

Many might wonder how the MTA was able to get back to work so soon after September 11 when all they had was totally destroyed. How did they get an address, phone, etc. so soon? Well, there is a story behind all of this. No, it didn’t just happen on September 12, but the 74 Main Street location was already in place, furnished and was getting ready for an MTA committee summit the weekend of September 15-16 (which was cancelled) and a grand opening on Friday, September 28, plus a long-range planning meeting on Saturday, September 29 (which did take place). In early 2001 the Foundation for the Study of Cycles had ceased operation and gave their library and archives to the MTA. What to do with the 500 boxes of their material? Put it in a storage facility on the west side of Manhattan? The Foundation specifically requested we not do

Please tell us what you do professionally. I am the Chief Market Strategist at LPL Financial. We are the largest independent Broker/Dealer in the country, with more than 19,000 Advisors and more than $1 trillion in assets. My role is to help formulate and communicate our current investment and economic views. I write papers, blog, go on TV, tweet, film videos, and voice a podcast, among other ways we leverage getting our voice out there. We have a large research team that manages a lot of money and I play a big role in our tactical models and allocation committee, while focusing on current allocations and sector allocations. I was always a research guy, but I’ve found that working with Advisors and their clients is extremely rewarding. To have someone thank you for getting them through a rough period and help them reach their long-term investment goals is so awesome! How did you

Consistently ranked among the top macro analysts on Wall Street in the annual All-America Research Survey by Institutional Investor magazine, Chris is known to most in this business as one of the hardest-working technical analysts on the street. Episode #9 of Fill the Gap focuses on the distillation process of Mr. Verrone, whose comprehensive and exhaustive coverage of securities markets seeks to highlight what is cogent and compelling. The sheer magnitude of his charts is impressive, but the precision of the message is what makes Chris and his team’s work so invaluable to clients. Mr. Verrone is a partner of Strategas and is the head of the Firm’s Technical Strategy and Macro Research team. His regularly published research highlights actionable investment opportunities across the equity, commodity, foreign exchange, and fixed income markets. Whether you are a publishing analyst, a portfolio manager, or an enthusiast of markets, Chris’s insights will help you