Upcoming Chapter Meetings
 

Oct
19
Thu
CMT Exams October 2017
Oct 19 @ 12:00 am – Oct 21 @ 12:00 am

October 2017 CMT Exam Administration

The level I and II exams will be offered October 19 – 21, 2017
The level III exam will be held on October 19, 2017

Registration Dates

Early Registration Begins: June 15, 2017

Standard Registration Begins: August 16, 2017

Registration Deadline: September 19, 2017

Exam Registration Fees

Early Registration: $250

Standard Registration: $350

Eligibility Fees

Membership (annual): $325

Program Enrollment (one-time): $250 

Curriculum (books sold by Wiley)$225+

Oct
23
Mon
Montreal Chapter of The Canadian Society of Technical Analysts @ Echelon Partners
Oct 23 @ 5:30 pm – 7:00 pm

Speaker: Gabriella Szasz

Further details to follow.

 

Registration:  https://csta.org/event-2682278/Registration

Oct
24
Tue
Chicago Chapter Meeting Featuring Robert Padro @ Chicago Board of Trade – Conference Room Alpha
Oct 24 @ 4:30 pm – 6:00 pm

The Chicago Chapter of the CMT Association invites you to our next meeting Tuesday, October 24, 2017. We are pleased to have Robert Pardo from Pardo Capital Management, LLC as our guest speaker for this meeting.

We encourage you to bring clients or colleagues interested in technical analysis to this presentation. We look forward to seeing you there!

Samuel Borrelli, CMT
Matt Nygaard, CMT

Chicago Chapter Co-Chairs


Date
Tuesday, October 24, 2017

Time
4:30 – 6:00 PM

Topic
AI Frontiers in Trading
Robert will look at the relationship between hardware development as it has enabled the use of artificial intelligence in trading. He will then discuss a few of the most fruitful AI frontiers for trading.

Presenter
Robert Pardo Pardo Capital Management, LLC

Location
Chicago Board of Trade – Conference Room Alpha
141 W. Jackson Blvd.
Chicago, IL

Registration
Registration is free for members and non members. Registration is available here

 

Oct
25
Wed
Webcast: “Common Candlestick Charting Mistakes” with Steve Nison, CMT
Oct 25 @ 12:00 pm – 1:00 pm

In this live session, Steve Nison, CMT will reveal some of the most frequent misuses when using candlesticks as part of trading and investing analysis.

Nov
1
Wed
Webcast: “Don’t Predict, Prepare! How Using Risk Management Strategies Can Optimize Your Trading” with Lance McDonald, CMT
Nov 1 @ 12:00 pm – 1:00 pm

“There is a time for daring and there’s a time for caution, and a wise man understand which is called for.” (Dead Poets Society)  Lance McDonald, CMT will share how he manages market risk and how you can create your own risk management tool.

Nov
2
Thu
Los Angeles Chapter Meeting Featuring David Keller, CMT @ Ports O’ Call Waterfront Dining
Nov 2 @ 6:00 pm – 8:00 pm

The Los Angeles Chapter of the CMT Association welcomes you to our next event on Thursday, November 2, 2017. We are pleased to have David Keller, CMT as our guest speaker. David will present The Mindless Investor and the Mindful Investor. The meeting will kick off with a registration reception and dinner will be served during the presentation.

We encourage you to bring clients or colleagues interested in technical analysis to this presentation. We hope to see you there!

Please see below for more information.

Owen Cupp
Brett Villaume, CMT, CAIA
Los Angeles Chapter Chairs


DATE
Thursday, November 2, 2017

TIME
Registration/Reception 6:00pm – 7:00pm
Lecture begins promptly at 7:00pm

TOPIC
The Mindless Investor and the Mindful Investor
Investors are constantly inundated with pervasive technology and innumerable distractions.  In this session, we will discuss the qualities of the mindless investor, blindly chasing performance and falling victim to whatever eye candy pops up on their screens.  We will also review the characteristics of the mindful investor, exhibiting patience and steadfast calm in the face of information overload.  By taking a more mindful approach to your investment process, you will find it easier to tune out the noise and focus on generating alpha.

PRESENTER
David Keller, President, Sierra Alpha Research

LOCATION
Ports O’ Call Waterfront Dining
1200 Nagoya Way
San Pedro, CA 90731

REGISTRATION
$25 for current CMT Association Members
$40 for non-members
*You must register in advance to attend this meeting

Nov
3
Fri
San Francisco Behavioral Finance Symposium @ Golden Gate University
Nov 3 @ 1:00 pm – Nov 4 @ 8:00 pm

CMT Association and BehavioralFinance.com are co-hosting the 5th Annual Behavioral Finance Symposium on November 3rd – 4th in San Francisco’s SoMa district. This investment conference is a unique educational event conceived and curated by faculty members from Golden Gate University, UC Berkeley Extension, and University of San Francisco. Partnering with professional organizations, this conference has become a must see event for the financial community.

Now in its fifth year, the Behavioral Finance Symposium will deliver a stellar cast of experts to enlighten you and improve your approach to markets.

The event represents a content-rich educational forum where investment professionals, industry experts, authors, and researchers all come together to advance their understanding of markets and to learn how principles of behavioral finance are being applied to trading and investing. Pioneering content is presented by academic and industry practitioners and the conference agenda is balanced with a full agenda of networking opportunities for all attendees to extend the collaboration between the financial community and Bay Area universities.

New this year, three concurrent workshops with run Friday afternoon and all attendees are invited to attend a celebratory opening reception at Palomino’s from 5-8pm. The conference will continue all day Saturday from 8-4pm. Presentations are all graciously hosted by GGU at their downtown campus just south of market street.


DATE
November 3-4, 2017

TIME
Friday Workshops: 1:00 PM – 4:00 PM PT
Friday Networking Reception: 5:00 – 8:00 PM PT @ PALOMINO’S
Saturday Conference: 8:00 – 4:00 PM PT

PRESENTERS

LOCATION
Golden Gate University
536 Mission Street
San Francisco, CA 94105

REGISTRATION 

  • Full Symposium and Workshop – $445.00
  • Discounted Admission made available through the CMT Association = $375.00
    Registration code required partner17
  • Symposium only – $395.00
  • Workshop only – $165.00

*Symposium registration includes Friday evening reception, Saturday breakfast, lunch, and networking opportunities.

*Cancellations will be accepted through October 30th for a full refund.

 

Nov
9
Thu
Malaysia Chapter Seminar @ Level 11, Tower 1 RHB Centre (next to Royal Selangor Golf Club)
Nov 9 @ 6:00 pm – 10:00 pm

The Malaysia chapter of the CMT Association invites you to our next seminar on Thursday, November 9, 2017. We are pleased to have Tyler Wood, David Lo, Alex Siew Wee Chai, and Jeff Zhao Ke Wei as our guest speakers for this seminar.

We encourage you to bring clients or colleagues interested in technical analysis to this presentation. We look forward to seeing you there!

Complete event details are listed below.

Siew Wee Chai (Alex)
William Yii, CMT
Jeff Toh Chuan Hock
Malaysia Chapter Co-Chairs


DATE

Thursday, November 9, 2017

TIME
6:00 PM – 10:00 PM

TOPIC & PRESENTERS
TYLER WOOD,
Managing Director of Global Business Development, CMT Association
“Navigate the Gap Between Intrinsic Value and Market Price”

DAVID LOHead of Business Development, Futures & Commodities, RHB Investment Bank Berhad
“Success or Ruin? The Role of Money Management in Trading”

ALEX SIEW WEE CHAI, Fund Manager, VCB Capital Sdn Bhd
“Getting Started in Algorithmic Trading”

JEFF ZHAO KE WEI, Country Manger, Homily Stone
“Bankers Operations Secret”

LOCATION
Level 11, Tower 1 RHB Centre
(next to Royal Selangor Golf Club)
Jalan Tun Razak
55000 Kuala Lumpur
Wilayah Persekutuan

REGISTRATION
Registration is free for members and non-members.

 

Denver November ’17 Chapter Meeting @ Spaces Denver - Ballpark
Nov 9 @ 4:30 pm – 6:00 pm

The Denver Chapter of the CMT Association invites you to our next meeting on Thursday, November 9th. The event will be held at our NEW LOCATION, Spaces Denver – Ballpark, address below. Meetings will be held at this address on the second Thursday of each month from 4:30 to 6pm.

This month’s agenda includes:

  • Brian Shannon on Volume Weighted Average Price
  • Mike Carr will discuss a topic that is TBD

Jason Meshnick, CMT
Louis Llanes, CFA, CMT
Denver Chapter Co-Chairs


DATE
Thursday, November 9th, 2017

TIME
4:30 PM – 6:00 PM

LOCATION
Spaces Denver – Ballpark
2301 Blake Street
Denver, CO 80205
+1-303-309-4300

REGISTRATION
Registration is free for members and non-members. Please register here.

Nov
14
Tue
Atlanta Chapter Meeting Featuring Will Geisdorf, CMT @ Terry College of Business, Room 334
Nov 14 @ 4:45 pm – 7:00 pm

The Atlanta chapter of the MTA invites you to our next meeting on Tuesday, November 14, 2017. We are pleased to have Will Geisdorf,CMT as our guest speaker.

We encourage you to bring clients or colleagues interested in technical analysis to this presentation. We look forward to seeing you there!

Complete event details are listed below.

Dean Christians, CMT

Paul Wankmueller, CMT
Marcia Richardson, CFP, CIPM, CMT 

Atlanta Chapter Co-Chairs


DATE
Tuesday, November 14, 2017

TIME
4:45 PM – Refreshments at The Bucket Shop Café
5:45 PM – Will Geisdorf – Wall of Worry (held in room 334)

TOPIC
Wall of Worry
The 2nd longest bull market in history has pushed valuations to levels only seen in the 1920’s and 1990’s.  The F.A.N.G. stocks are the only thing keeping this market afloat.  A war of some sort, whether it be a trade war or conflict with North Korea, is inevitable.  How can Ned Davis Research be bullish given all of this?

PRESENTER
Will Geisdorf, CMTStrategist, NDR

LOCATION
Terry College of Business
3475 Lenox Road NE, Room 334
Atlanta, GA 30326-3228

REGISTRATION
Registration is free for members and non-members.

 

The Dallas Chapter of the Market Technicians Association is chaired by the team of Matt Trump, CMT, John Suvanto, CMT, CIM, FCSI and Vince Regan, CMT. Both members and non-members are invited to attend all chapter meetings at no cost.

Participation in all Dallas Chapter Meetings qualifies you for 3 MTA Continuing Education (CE) Credits.

Download the slides for Perry Kaufman’s March 9th presentation here.

Chapter Chairs(s)

Vince Regan, CMT

VinceRegan
Vince came to the investment markets by way of careers in journalism and sales - technical analysis clearly emerged as the best way to the truth. Vince helped build Schwab Private Client as one of the first Portfolio Consultants in 2002, and in 2014 joined Fidelity in their...
Learn More »

John Suvanto, CMT

Mr. Suvanto is Chief Operating Officer of Renewable Texas Energy Regional Center. Prior to assuming this role, Mr. Suvanto was a financier with UPS Capital, where he arranged senior debt and Ex-Im Bank lending facilities for middle market companies and implemented a country risk...
Learn More »

Matt Trump, CMT

Matt Trump, CMT is a graduate of the University of Alabama and has over 20 years experience in the financial industry. Currently he is a Managing Member of The Bensboro Company, LLC. Matt founded and chaired the Baltimore chapter for the Market Technicians Association and is...
Learn More »