Events Calendar

Apr29Sat
Toronto North Chapter of The Canadian Society of Technical Analysts
Apr 29 @ 10:00 am - 2:00 pm

Speakers:

Edmond Wong [English + Cantonese]

  •       Chief FX & Futures Strategist @ Ink & Eve Proprietary Trading
  •       Trading Instructor @ SimplyProfit.net
  •       CSTA North Toronto Chapter Head.

Brian Tsang [English + Cantonese + Mandarin]

  •       FX & Futures Trader [New York Session]
  •       Trade Room Moderator @ SimplyProfit.net
  •       CSTA North Toronto Assistant Chapter Head

Huzefa Hamid

  •       FX Trader [London Session]
  •       Principal @ SimplyProfit.net
  •       CSTA North Toronto Chapter Head.

Topic: Leading Indicators of Market Turning Points

Summary: Our goal is to help you improve your game regardless of what skill level you are at.  It isn’t about being right every-time.  It’s about being profitable along the way.

To be held at: North York Central Library

Learn More & Register »
May2Tue
Chicago Chapter Meeting Featuring JC Parets, CMT – University of Chicago
May 2 @ 1:30 pm - 3:00 pm

The Chicago Chapter of the MTA and the University of Chicago School of Financial Mathematics invites you to our next meeting Tuesday, May 2, 2017. We are pleased to have JC Parets, 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: Tuesday, May 2, 2017

Time: 1:30 PM – 3:00 PM

Topic:  Mr. Parets will make his case as to why he is bullish or bearish asset classes including US and Foreign Stock Markets, Sectors, Commodities, Currencies and Interest Rates. Mr. Parets will also explain which technical tools he uses most often and then how he is applying them to today’s market environment. The main focus will be how he incorporates a global top/down approach in any type of market.

Presenter: JC Parets, CMT

Location:
Harper Memorial Library, Room 140,
1116 E. 59th Street
Chicago, IL

Located on the University of Chicago campus

Registration: Free for members and non-members

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

Learn More & Register »
May2Tue
Chicago Chapter Meeting Featuring JC Parets, CMT
May 2 @ 4:30 pm - 6:00 pm

The Chicago Chapter of the MTA invites you to our next meeting Tuesday, May 2, 2017. We are pleased to have JC Parets, 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: Tuesday, May 2, 2017

Time: 4:30 PM – 6:00 PM

Topic:  Mr. Parets will make his case as to why he is bullish or bearish asset classes including US and Foreign Stock Markets, Sectors, Commodities, Currencies and Interest Rates. Mr. Parets will also explain which technical tools he uses most often and then how he is applying them to today’s market environment. The main focus will be how he incorporates a global top/down approach in any type of market.

Presenter: JC Parets, CMT

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

Please check in at the second floor security desk and they will direct you to the conference room

Registration: Free for members and non-members

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

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 »
May3Wed
Webcast: “A US Market Update for May 2017″ with John Kosar, CMT
May 3 @ 12:00 pm - 1:00 pm

Financial market expert John Kosar, CMT, of Asbury Research, joins the Educational Web Series to provide his unique analysis of the US stock market, identifying current trends using unique blend of quantitative, technical, behavioral metrics and proprietary models.

 

Learn More & Register »
May3Wed
Northwest Traders and Technical Analysts (NWTTA) Meetup Featuring Kevin Finley
May 3 @ 6:30 pm - 8:00 pm

The Northwest Traders and Technical Analysts (NWTTA) invites MTA members to our next Meetup on Wednesday, May 3, 2017. We are pleased to host Kevin Finley for an Introduction to Machine Learning for Trading.

We encourage you to bring clients or colleagues interested in technical analysis to this presentation.


Date: Wednesday, May 3rd, 2017

Time: 6:30 PM – 8:00 PM

Topic: An Introduction to Machine Learning for Trading by Kevin Finley

Speaker: Kevin Finley

Location:
Lake Hills Library
15590 Lake Hills Blvd
Bellevue, WA

Registration: Register Here

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

Learn More & Register »
May4Thu
London Chapter Meeting Featuring Jeffrey Hirsch
May 4 @ 6:00 pm - 7:00 pm

The United Kingdom Chapter of the MTA invites you to our next chapter meeting on Thursday, May 4, 2017. We are pleased to have Jeffrey Hirsch as our guest speaker for this meeting

Registration for this event is free for Members and Non-Members. We invite you to bring friends and colleagues who would like to learn more about the MTA or about technical analysis.

Complete event details are listed below. We hope to see you there!

Alex Spiroglou
United Kingdom Chapter Chair


Date: Thursday, May 4, 2017

Time: 6:00 PM – 7:00 PM

Topic: Sell in May But Don’t Go Away! Tactical Seasonal Sector Rotation & Stock Trading Strategies
Learn the ins and outs of Jeff’s Best Six Months Switching Strategy. We do sell some things in May but we do not go away. In addition to the Best Six Months Jeff will teach you many other seasonal indicators, patterns and strategies, including the 4-year election cycle, and his Tactical Seasonal Sector Rotation Strategy. Jeff will update his 2017 Market Outlook as well as current seasonal and cyclical investing opportunities in highly correlated ETFs and his current top-ranked small-, mid- and large-cap stocks. Jeff will explain in clear language all there is to know about market seasonality and how he rotates in and out of sectors with the highest probability for maximum returns using fundamental and technical analysis in conjunction with seasonal and cyclical trading strategies, economic trends, and historical patterns.

Speaker: Jeffrey Hirsch – Editor in Chief, Stock Trader’s Almanac

Location:
CASS Business School
106 Bunhill Row
London, EC1Y 8TZ
United Kingdom

Registration: Free for Members and Non-Members.

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

Learn More & Register »
May9Tue
Malaysia Chapter Meeting Featuring David Lo, K Yuwarajan, Yong Chen Chook, Jeff Toh
May 9 @ 6:00 pm - 10:00 pm

The Malaysia chapter of the MTA invites you to our next seminar on Tuesday, May 9, 2017. We are pleased to have David Lo, K Yuwarajan and Yong Chen Chook as our guest speakers 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.

Siew Wee Chai (Alex)
William Yii, CMT

Jeff Toh Chuan Hock
Malaysia Chapter Co-Chairs


Date: Tuesday, May 9, 2017

Time:  6:00 PM – 10:00 PM

Presenters & Topics:

Jeff Toh – MTA Malaysia chapter, Co-Chairman
Intermarket Analysis using Multi TimeFrame

K. Yuwarajan N. KarpaiyaCoFounder, CEO XBit Asia Sdn Bhd
Finding Favorable Risk vs Reward Opportunities: Applying Top-Down Technical Analysis to Global Markets

David Lo – Head of Business Development, Futures & Commodities, RHB Investment Bank Berhad
Risk & Money Management – The Critical Keys to Trading Success

Yong Chen Chook – Founder, Straits Index (M) Sdn Bhd
Spread Trading FCPO in turbulent market and thriving in it

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

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

Learn More & Register »
May10Wed
Webcast: “Creating new studies: The Chameleon Indicators” with Alex Cole
May 10 @ 12:00 pm - 1:00 pm

Technology allows for Technicians to turn ideas into custom technical indicators. Alex Cole will discuss the idea that led to the creation of the new Chameleon studies. This session will focus on the origin of the idea through to the creation and publication of the studies on the Bloomberg Terminal. Alex will wrap up with chart examples: how to find, use and interpret the new Chameleon Technical Indicators.

Learn More & Register »
May11Thu
UPDATED: Atlanta Chapter Meeting Featuring Mathew Verdouw, CMT, CFTe
May 11 @ 4:45 pm - 7:00 pm

THIS EVENT HAS BEEN UPDATED – NEW SPEAKER

The Atlanta chapter of the MTA invites you to our next meeting on Thursday, May 11, 2017. We are pleased to have Mathew Verdouw, CMT, CFTe 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: 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: The Quantitative Path to Building Optex Bands

Have you ever wondered why backtesting ideas is rarely repeatable? In this presentation, Mathew Verdouw, CMT, CFTe, will take us on a journey examining the core issues with traditional backtesting and explaining why Technical Analysts are the best equipped to be driving the evolution into quantitative models. Mathew will further explain how these methods were used to construct a brand new mean-reverting indicator based on Market Profile principles, called Optex Bands. This will be a session that challenges many ideals but will be full of gems that any trader/professional can apply to their workflow no matter what tools they use.

Speaker: Mathew Verdouw – Global CEO, Optuma

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 »
May17Wed
Webcast: “Money, Madness and the Markets” with Jeff Weiss, CMT
May 17 @ 12:00 pm - 1:00 pm

In this motivational session, veteran Wall Street analyst Jeffrey S. Weiss, CMT presents the case for technical analysis to investors with widely varying levels of investment experience. He will show how treating an investment like a personal relationship can help simplify stock market decisions. Jeff’s goal is to remove some of the complexity from the investment process to achieve potentially improved investment results while emphasizing risk management – the cornerstone of any investment discipline.

As told in his recently published book Relationship Investing – Stock Market Therapy For Your Money, there are rules to consider following in the stock market, just as you need to follow guidelines in a relationship. The two are surprisingly intertwined. They include:

  • Communication—you need to be to understand stock market lingo, just as you need to be able to understand your partner
  • Risk management—resolve when to sell your stock by knowing when to break it off with your partner
  • Timing—determine when to buy a stock the way you decide when to take the next step forward with your significant other

For veteran practitioners, this session will provide a new skill set for relating to clients and observing the market’s movements – as well as relaying the value of technical analysis to a novice audience in motivationally humorous and highly informative risk management terms.

Jeff will also be discussing the current technical state of the market based on his 35+ years in the business, while featuring some relevant graphs. He currently serves as chief technical analyst at Clearview Trading Advisors, Inc. here in New York City.

Learn More & Register »
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.

 

Learn More & Register »
May25Thu
Puget Sound Chapter Meeting Featuring Jesse Felder
May 25 @ 7:00 pm - 8:30 pm

The Puget Sound Chapter of the MTA invites you to our next chapter meeting on Thursday, May 25, 2017. We are pleased to have Jesse Felder as our guest speaker for this meeting.

We encourage you to bring clients or colleagues interested in technical analysis to this presentation.

Complete event details are listed below. We hope to see you there!

Leslie Jouflas, CMT
Brant Greene, CMT
Carl Jorgensen
Puget Sound Chapter Chairs


Date: Thursday, May 25, 2017

Time: 7:00 PM – 8:30 PM

Topic:
Jesse Felder began his journey on Wall Street in the mid-1990’s as a boring old Ben Graham-style value investor just as the stock market began its dotcom-bubble run. A decade later he finally met and fell in love with technical analysis. It was the marriage of the two that formed the foundation of the holistic process he employs today. On the technical side, Jesse will discuss trend analysis using Elliott Wave and DeMark indicators along with some of the more traditional technical tools he uses for long-term swing trading/value investing.

Speaker: Jesse Felder – The Felder Report

Location:
First Floor Conference Room
101 Elliott Ave W (The old Seattle PI Building)
Seattle, WA 98119

If you would like to grab a bite or a beverage with other members ahead of the meeting, we’ll be at Buckley’s Queen Anne, 232 1st Ave W, Seattle, WA 98119, just 3 blocks uphill from the meeting venue. http://www.buckleysseattle.com/

Registration: Registration is free for MTA Members and Non-Members.

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

Learn More & Register »
May31Wed
Webcast: “Forecasting a Volatility Tsunami” with Andrew Thrasher, CMT
May 31 @ 12:00 pm - 1:00 pm

A webcast presentation based on Andrew Thrasher’s 2017 Charles H. Dow Award winning research of the same title.

The empirical aim of this paper is motivated by the anecdotal belief among the professional and non-professional investment community, that a “low” reading in the CBOE Volatility Index (VIX) or large decline alone are ample reasons to believe that volatility will spike in the near future. While the Volatility Index can be a useful tool for investors and traders, it is often misinterpreted and poorly used.

This webcast will demonstrate that the dispersion of the Volatility Index acts as a better predictor of its future VIX spikes.

Learn More & Register »