Events Calendar

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
Chicago Chapter Meeting Featuring John Kosar, CMT
Mar 30 @ 4:30 pm - 6:00 pm

The Chicago Chapter of the MTA invites you to our next meeting Thursday, March 30, 2017. We are pleased to have John Kosar, CMT 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!

Complete event details are listed below.

Samuel Borrelli, CMT
Matt Nygaard, CMT

Chicago Chapter Co-Chairs


Date: Thursday, March 30, 2017

Time: 4:30 PM – 6:00 PM

Topic:
John Kosar, CMT, Asbury Research’s Chief Market Strategist, will discuss from a strategic standpoint what Asbury believes is in store for the US financial markets during the rest of 2017, and how a Trump Presidency may influence the direction of specific asset prices. John will also go through Asbury’s unique blend of standard and proprietary market metrics to determine, from a tactical perspective, which stock indexes, sectors, industry groups, and individual stocks and ETFs are currently poised to make the biggest moves into the summer months.

Presenter: John Kosar, CMT

Location:
Illinois Institute of Technology Stuart School of Business
565 W Adams St
Room 590
Chicago, IL 60661
United States of America

Registration: Free for members and non-members

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

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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.

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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:
The MTA room block is completely sold out. For accommodations in lower Manhattan, we recommend:

Industry Celebration: 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

Late Registration thru March 31st – $1199

 

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Apr7Fri
“New Ideas in Technical Analysis – Keynote Discussion” (Webinar Simulcast)
Apr 7 @ 12:00 pm - 1:00 pm

New Ideas in Technical Analysis 2017

The 44th Annual MTA Symposium will feature more than 30 of the world’s leading asset managers, traders, and technical analysts over two days of practice-enhancing sessions. We are honored to invite you to an exclusive keynote panel discussion New Ideas in Technical Analysis where we explore the impact of millennials on global investing. The panelists will address some of these key questions:

  • How will this demographic boom impact the broad economy through consumption and production?
  • Are there echoes of the baby boom generation that we can learn from as this story unfolds?
  • What are the impacts on equity markets as millennials gain an investing capacity?
  • How can technical analysis improve investors’ capacity to assess risk reward opportunities in rapidly changing markets?

Moderator: John Gagliardi, CMT

Panelists:

Presentation: Each panelist will present actionable insights based on their technical view of the markets, rapidly answering the following questions:

  • What was your best trade/call over the past 15 months?
  • What is your best idea of 2017 and why?
  • What is your view on the State of the US Equity Market?  (Either SPX or DJIA)

Live attendance for this event is open only to registered symposium attendees and guests of Fidelity Investments. Attendance to the webcast is open to all who are interested. The MTA invites you to celebrate the rich history of technical analysis in the historic financial district of Manhattan. There will be no better environment for professional networking and relationship building with the key stakeholders of the technical community.

A link for this event will be sent to your registered email in advance of the presentation.

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Apr18Tue
Hong Kong Chapter Meeting Featuring Ray Barros
Apr 18 @ 4:30 pm - 6:30 pm

The MTA-Bloomberg seminar “The Single Most Important Element of Your Method” will take place in Hong Kong on April 18, 2017 from 16:30 – 18:30.

Complete event details are listed below.

Andy Chen, CMT, CAIA, FRM
Michael Lee, CMT
Lee Zhao, CMT
Harry Ke, CMT
Sean Ring, CAIA, FRM
Hong Kong Chapter Co-Chairs


Date: Tuesday, April 18, 2017

Time: 4:30 PM – 6:30 PM

Topic: The Single Most Important Element of Your Method – without it, an edge is unlikely to be present.

Presenter: Ray Barros

Location:
Bloomberg
25/F, Cheung Kong Centre,
2 Queen’s Road Central,
Central, Hong Kong

Registration: Registration is free for Members and Non-Members

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

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Apr19Wed
Webcast: “An Integrated Approach to Fundamental and Technical Analysis Techniques” with Colin Cieszynski, CFA, CMT
Apr 19 @ 12:00 pm - 1:00 pm

Since the turn of the century, the gap between fundamental and technical analysis has been narrowing with practitioners and investors increasingly seeing the benefits of accessing both sets of analytical tools for market analysis and trade selection. This presentation shall highlight how fundamental and technical analysis techniques complement each other and provide examples of how an integrated analysis approach is used in day to day practice.

Who should attend: (this was prepared for CFAs, can modify for MTA) This presentation is for intended for members interested in intermarket analysis, fusion analysis, momentum, trade management, identifying turning points or curious about charting.

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Apr19Wed
Dallas Chapter Meeting Featuring Dr. Julie Dahlquist, CMT and Vince Regan, CMT
Apr 19 @ 5:30 pm - 7:30 pm

Please join the Dallas Chapter on Wednesday April 19, 2017 as it goes back to campus at Texas Christian University! You should expect healthy academic discussion about markets, investment process and and current events.

All are welcome, and the early start time serves the TCU students to learn more about technical analysis to complement their strong fundamental analysis training.

Complete event details are listed below.

Vince Regan, CMT
John Suvanto, CMT
Matt Trump, CMT
Dallas Chapter Co-Chairs


Date: Wednesday, April 19, 2017

Time: 5:30 PM – 7:30 PM

Presenters & Topics: 

Dr. Julie Dahlquist, CMTA Primer for Technical Analysis of Investments

Vince Regan, CMTPrice History Study of Bitcoin

Location:

The Neeley School of Business
2900 Lubbock Ave.
Fort Worth TX 76109
Smith Building Room 204 (corner of Lubbock and W. Lowden)

Registration: Free for members and non-members

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

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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.

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May11Thu
Atlanta Chapter Meeting Featuring Rob Broggi
May 11 @ 4:45 pm - 7:00 pm

The Atlanta chapter of the MTA invites you to our next meeting on Thursday, May 11, 2017. We are pleased to have Rob Broggi 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, May 11, 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: Quantifying Technical Analysis and the Nautilus Approach to Market Timing

Nautilus Investment Research partners with the world’s most sophisticated institutions to manage risk and identify opportunity in all types of market environments. With systematic processes, robust technology, historical perspective and independent insight, the Nautilus approach tunes out the crowd and discovers patterns that matter. Rob Broggi will highlight the Nautilus systematic process, demonstrate the use of the Nautilus predictive analytics software platform, and will discuss the current Nautilus Indicator Framework Score and what it suggests for the current market environment.

Speaker: Rob Broggi – Managing Partner and President, Nautilus Investment Research

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.

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May17Wed
Second Annual NYSSA GIPS Forum
May 17 @ 3:00 pm - 8:30 pm

On Wednesday, May 17, 2017, the MTA welcomes you to join the Global Investment Performance Standards (GIPS) Forum hosted by NYSSA.

GIPS are a set of standardized, industry-wide ethical principles that provide investment management firms with guidance on how to calculate and report investment performance to prospective clients. Investment managers voluntarily choose to abide by the GIPS standards – compliance is not mandated by any law or regulation. For many years, GIPS compliance has been seen as an essential ingredient that can make or break a firm’s marketing efforts in terms of winning new mandates and maintaining institutional clients. To this date, more than 1,200 firms have registered with the CFA Institute as claiming compliance with the GIPS Standards. This event will provide a forum in New York to discuss the most recent developments in the GIPS standards and share views on the challenges and opportunities of their implementation. The Forum will feature GIPS experts from the CFA Institute, GIPS committees, asset owners and asset management firms and will rely on the active participation of the attendees for an exchange of ideas and to identify solutions for current implementation questions.

MTA Members are welcome to join at the member rate.

Please see below for more information.


Date: Wednesday, May 17, 2017

Time: 3:00 PM – 8:30 PM
3:00-3:30 Registration and Networking
3:30-3:40 Opening Remarks
Daniel Dagen, CFA, CEO, New York Society of Security Analysts
3:40-4:15 Keynote Address – GIPS Implementation: A Status Update and a View of GIPS 2.0
Jonathan Boersma, Head of Professional Standards and Director on GIPS Executive Committee, CFA Institute
4:15-4:30 Presentation of Ashland GIPS Survey
Richard J. Kemmling, CPA, CIPM, CGMA, Partner & President of Ashland Partners & Co. LLP
4:30-5:00 Panel 1 – GIPS Technical Update
Moderator: Antonella Puca, CFA, CIPM, GIPS Verification Subcommittee
Thomas A. Peters, CPA, CIPM, Director, Audit & Accounting Investment industry Group Leader
Beth Kaiser, CFA, CIPM, Director of Investment Performance Standards, CFA Institute
Ken Robinson, CFA, CIPM, Director of Investment Performance Standards, CFA Institute
5:00-5:20 Measuring Manager Sill
Bruce Feibel, CFA, Head of Performance & Risk Analytics, BNY Mellon Asset Management
5:20-5:40 Break
5:40-6:00 Calculation of Net Returns: Challenges and Solutions
Krista Harvey, CFA, CIPM, Chair, U.S. Investment Performance Council
Andre Mirabelli, Ph.D., Director of Performance Analytics, Opturo
6:00-6:20 Case Study: Becoming GIPS Compliant—Rockfeller & Co
Randi Lenderman, Rockfeller & Co
Allison Munro, Rockfeller & Co
6:20-7:00 Panel 2: GIPS Implementation: A practitioner’s Perspective
Moderator: Jed Schneider, CIPM, FRM, Senior Vice-President, Lazard Asset Management
Mariko Gordon, Founder and CEO, Daruma Capital Management
David Spaulding, DPS, CIPM, the CEO & Founder of The Spaulding Group, Inc
Allison K. Munro Jr., Director of Portfolio Analytics and Risk Management; Managing Director, Rockefeller & Co
7:00-7:30 GIPS Help Desk
Moderator: Jim Nevola, CFA, FRM, CAIA, CIPM, BNY Mellon
Beth Kaiser, CFA, CIPM, Director of Investment Performance Standards, CFA Institute
Ken Robinson, CFA, CIPM, Director of Investment Performance Standards, CFA Institute
7:30-8:30 Networking Reception

Location:
NYSSA Conference Center
1540 Broadway, Suite 1010
(Entrance on 45th Street)

Registration: MTA Members are eligible for the member rate. Register here and use the code DIVERSITY for the discount.

 

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