Events Calendar

Feb21Tue
Minnesota Chapter Meeting Featuring Paul Winghart
Feb 21 @ 4:00 pm - 5:30 pm

The Minnesota Chapter of the MTA invites you to our next chapter meeting on Tuesday, February 21, 2017. We are pleased to have Paul Winghart as our guest speaker.

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

Complete event details are listed below.

Ralph Acampora, CMT
Andy Bell, CMT
Craig Johnson CMT, CFA
Jamie Keelin, CMT
Kyle Lottman

Adam Turnquist, CMT
Minnesota Chapter Chairs


Date: Tuesday, February 21, 2017

Time: 4:00 PM – 5:30 PM

Topic: Let’s Get Real About Rates

Presenter: Paul Winghart

Location:
Piper Jaffray
800 Nicollet Mall
Minneapolis, MN 55402

Please check the sign in the lobby for the final meeting location and take the Guest elevators to the appropriate floor.

This chapter meeting qualifies for 3 MTA Continuing Education (CE) credits.

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Feb21Tue
Calgary Monthly Meeting – February High Reward vs. Risk Investing Using Long-Term Cycles
Feb 21 @ 5:30 pm - 8:30 pm

Cory Mitchell, CMT in Person!

President of Vantage Point Trading

Subject: High Reward vs. Risk Investing Using Long-Term Cycles

  • 2 to 4 year time horizon on trades, and about 10 to 15 trades per year (more in market-wide crash years).
  • Expected gains on individual trades between 100% (min) and 600%+, or about 150% to 200% for overall portfolio over the time horizon, which targets about 50% per year on deployed capital.
  • Position size is used to manage risk and utilize capital effectively.
  • Strategy is based on long-term cycles in the individual stocks (may relate to a larger sector or commodity as well), combined with a few fundamental ratios to help find and validate investing opportunities.
  • Dividend stocks are preferred, especially if the stock only has about 100% to 150% upside.
  • After entry, a stock may move offside by up to 25% (drawdown) before reversing to upside.  So: -25%  vs. +100% to +600%.
  • Since we know the strategy picks up trades a bit early (may drop another 20% or so) we can use this for improving our own entry price.
  • Strategy is “value-based” or “buy (very very) low” in nature and focused on stocks with at least decent volume and least a moderate market cap.

Location: CNIB CENTRE

15 Colonel Baker Place N.E.
Calgary, AB T2E 4Z3

To register:  http://csta.org/event-2354807/Registration

 

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Feb22Wed
Webcast: “How Investors Can Benefit from Recurring Events, Cycles and Seasonalities” with Dimitri Smeck
Feb 22 @ 12:00 pm - 1:00 pm

The investment industry follows a calendar that is influenced by habitual human and cultural behavior. Recurring events such as tax deadlines, holidays, options and futures contract expirations, the opening and closing bell, weekly, monthly, quarterly and annual portfolio adjustments and restructurings all have an influence on traders and investors.

Markets, sectors, and individual stocks have all shown a tendency to post annual highs and lows around the same time every year. This cycle is known as market seasonality. Sector seasonality can be a valuable tool for improving trading and investing results. In this presentation, Dmitri will show that sector seasonality undeniably exists and how I think it can assist you in identifying opportune times to trade.

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Mar1Wed
Women in Technical Analysis Chapter Meeting Featuring Francesca Hart
Mar 1 @ 5:30 pm - 7:30 pm

The Women in Technical Analysis Chapter of the MTA invites you to a chapter meeting on Wednesday, March 1, 2017 at 5:30PM.

We are honored to have Francesca Hart of Bloomberg L.P. as the featured guest for our March meeting. Francesca will discuss her approach to designing and testing chart studies on the Bloomberg Terminal. If there are any specific studies or types of studies (momentum, etc.) you would like to see demonstrated, please let us know via email so that Francesca can prepare.

Due to space constraints, registration is limited. Please email women@mta.org for an invitation to attend. Registration is free for members and non-members. We encourage you to bring clients or colleagues interested in technical analysis to this presentation.

Complete event details are listed below.

Salma Abdulla, CMT, CFA
Stella Osoba, CMT
Marnie Owen, CMT, CAIA, CFA
Women in Technical Analysis Chapter Co-Chairs


Date: Wednesday, March 1, 2017

Time:
5:30 – 6:00 PM: Arrival and Networking
6:00 – 7:00 PM: Presentation and Roundtable Discussion
7:00 – 7:30 PM: Wrap Up

Topic: Backtesting and Custom Chart Studies on the Bloomberg Terminal

Guest Speaker: Francesca Hart

Location:
Informa Global Markets
The Graybar Building
420 Lexington Avenue (between 43rd and 44th) Suite 616
New York, NY 10170
*Alternate entrance from the Graybar Passage off Grand Central Terminal*

Registration: To register, please email Women@mta.org. Registration is free for members and non-members.

This chapter meeting qualifies for 3 Continuing Education (CE) credits. You must manually report credits for this event through MyMTA.

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Mar8Wed
Webcast: “What is Robustness of a Trading Strategy” with Alexey Krishtop
Mar 8 @ 12:00 pm - 1:00 pm

In our previous webinars we already considered various important tools and methods used in systematic trading and development of trading strategies. We noted that systematic trading in general is based on quantitative analysis rather than qualitative assessment, and therefore it’s always important to know how to express our requirements to the trading strategy performance in form of numbers, and not only emotions.

When most people encounter a problem of assessing the performance of a trading strategy they normally start with visual analysis of equity curves — this is something that looks understandable and fair enough. At least this methods allows to quickly reject strategies which lose money long term. However when it comes to a problem of comparing two strategies with positive performance simple visual analysis may become quite misleading.

In this webinar you we will discuss the robustness of trading strategies. We will consider various metrics which help assessing the robustness quantitatively and be as objective as possible with the assessment. Besides that we will learn that sometimes a strategy may be robust even when its equity curve looks unpleasantly, and vice versa. You will understand why robustness is a measure of trading strategies upside potential and possible stability in the future.

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Mar8Wed
Austin Chapter Winter Social
Mar 8 @ 5:00 pm - 8:00 pm

The Austin Chapter of the MTA invites you to our Winter Social on Wednesday, March 8, 2017.

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

Complete event details are listed below.

Chad Karnes, CMT
Adam D. Straseske, CMT
Thomas Vician, CMT
Austin Chapter Chairs


Date: Wednesday, March 8, 2017

Time: 5:00 PM – 8:00 PM

Location:
Able’s on the Lake
3825 Lake Austin Blvd
Austin, TX 78703

Registration: Registration is free for members and non-members

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Mar15Wed
Webcast: “Identifying and Campaigning Market Rotation and Institutional Sponsorship, Part III” with Roman Bogomazov & Bruce Fraser
Mar 15 @ 12:00 pm - 1:00 pm

In this three-webinar series, Bruce Fraser and Roman Bogomazov, both internationally recognized Wyckoff Method experts, will describe in detail several practical trading concepts and tools developed by Richard D. Wyckoff a century ago, focusing on institutional sponsorship, market campaigns and sector rotation.  Wyckoff was a highly successful trader, broker, market newsletter publisher and educator, who is considered one of the principal “titans” of technical analysis.  By carefully observing the market campaigns of large institutions and the legendary traders of his time (such as Jesse Livermore and James Keene), he originated the timeless trading and investing principles that many professional traders and money managers still rely upon.

In the first webinar (January 11, 2017), Bruce and Roman will discuss some fundamental Wyckoffian market campaign concepts, specifically:

  • Institutional sponsorship and the manufacturing of market campaigns
  • Accumulation: laying the foundation for a bull campaign
  • Distribution: successfully concluding a campaign

In subsequent sessions (February 15th and March 15th), Roman and Bruce will explore these concepts in greater depth using several case studies, and will illustrate both the key role of market rotation during a bull campaign and how to profitably identify such rotation in real time.  These veteran instructors and traders will also discuss tactics that one can use during different phases of a campaign.

Both Bruce and Roman have many years of experience trading and teaching the Wyckoff Method.  Bruce also publishes a popular blog at stockcharts.com: Wyckoff Power Charting.  Roman is President and the principal instructor at www.wyckoffanalytics.com, an enterprise dedicated to providing high-quality Wyckoff education to traders worldwide.

Disclaimer: Roman Bogomazov and Bruce Fraser (“Presenters”) are not registered investment advisors or broker-dealers and do not purport to recommend which securities individuals should buy or sell. You understand and acknowledge that there is a very high degree of financial risk involved in trading securities. You alone are responsible for your trading and investment decisions. Presenters assume no responsibility or liability of any kind for your trading and investment results. It should not be assumed that investments in or trading of securities, options, futures, ETFs, companies, sectors or any other markets identified and described in this course were, are or will be profitable.

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Mar22Wed
Webcast: “Meaningful Insights on MiFID II and How Best to Position Your Business” with Tom Conigliaro
Mar 22 @ 12:00 am - 1:00 pm

The MTA invites you to a global webcast discussion with Tom Conigliaro of IHS Markit providing meaningful insights on MiFID II and how best to position your business.

The advent of “unbundling” commissions and MiFID II compliance in Europe will change the client service model (from broker-dealers to asset managers) forever. Full service brokers as well as asset managers will have to evolve to remain competitive and viable. Research and related services from broker-dealers to asset managers have to be “priced” explicitly. Additionally, asset managers have to be more accountable to their asset owners when it comes to paying brokers for their services. Consequently, the use of data and related analytics as part of the client service value chain is likely to grow in its importance. Intelligent technology solutions to manage the evolving client relationships will be integral to long-run commercial sustainability for broker-dealers, while helping with the accountability requests of the buy-side.”

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Mar29Wed
Webcast: “Volume at Price: Not All Prices are Equal!” with Paul McLaren
Mar 29 @ 12:00 pm - 1:00 pm

Volume At Price (VAP) is an extremely useful, easy to use visual tool that confirms other visual indicators. It has not been given much coverage in the Technical Analysis field. Paul will outline both the theory behind the indicator and it’s practical application.

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Mar30Thu
Atlanta Chapter Meeting Featuring David Aferiat
Mar 30 @ 4:45 pm - 7:00 pm

The Atlanta chapter of the MTA invites you to our next meeting on Thursday, March 30, 2017. We are pleased to have David Aferiat 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 

Atlanta Chapter Co-Chairs


Date: Thursday, March 30, 2017

Time: Refreshments will be served at The Bucket Shop Cafe beginning at 4:45 PM with a presentation to start at 5:45 PM. Please note the meeting will be held in room 334.

Topic: Markets are roiling with seismic change: Black Swan events, sideways moving benchmarks, lackluster performance, and significant fund redemptions in 2016. Join a conversation on the changes in the investment process A.I. technology is making. We’ll discuss methodologies and algorithms behind one Fintech innovator (Trade Ideas)’ process of applying data science to market analysis

Speaker: David Aferiat

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

Registration: Registration is free for MTA members & non-members

This chapter meeting qualifies for 3 MTA Continuing Education (CE) credits.

Learn More & Register »
Apr6Thu
44th Annual Symposium
Apr 6 @ 8:00 am - 6:00 pm

The MTA’s 44th Annual Symposium will bring together top-performing investment professionals to discuss how technical analysis is incorporated into the market analysis, portfolio management,
and trading process. The 2017 conference will explore the discipline of technical analysis across asset classes to unpack the theory, methods, data, and techniques from several vantage points; providing attendees with insights that are integral to active investment management. Our panelists and presenters will put that education in the context of industry experience and practical applications.

Travel Information

Location: Convene Conference Center 32 Old Slip (former Goldman Sachs Building)

Conference Hotel:
Andaz Hotel – Wall Street
75 Wall St
New York, NY 10005

  • Room rate: $275
  • Reserve your accommodation here

Industry Celebtaion: Thursday, April 6, 2017

  • 5:30 – 10:00pm at 1 World Trade Center 
    Tour the observation deck and dinner party at Conde Nast gallery

Registration

Standard Registration thru February 15th – $999
Late Registration thru March 31st – $1199

 

Learn More & Register »
May2Tue
New York Chapter Meeting Featuring Tom McClellan
May 2 @ 5:30 pm - 7:30 pm

The New York Chapter of the MTA invites you to our next chapter meeting on Tuesday, May 2, 2017 hosted by Baruch College, Zicklin School of Business. We are pleased to have Tom McClellan as our guest presenter.

Registration for this event is free for Members and Non-Members. We encourage you to bring clients or colleagues interested in technical analysis to this presentation.

Complete event details are listed below.

Alan Lax, CMT
Dan Russo, CMT
Mike Sroga, CMT
New York Chapter Co-Chairs


Date: Tuesday, May 2, 2017

Time: 5:30 PM – 7:30 PM

Topic: Using Breadth and Other Indicators to Forecast the Stock Market
Attend This Meeting and Learn…
What market breadth indicators are and which ones are important
The real drivers of the movements of stock prices
What the next 10 years may hold for stock investors

Presenter: Tom McClellan – Editor, The McClellan Market Report

Location:
Baruch College
Administrative Building – Room 301 – Administrative Lounge
135 East 22nd Street
New York, NY 10010

Registration: Free for members and non-members

This chapter meeting qualifies for 3 MTA Continuing Education (CE) credits.

Learn More & Register »