Striving to further the profession with diverse opportunities in continuing education, advocacy, ethics awareness, and networking.
The Chicago Chapter of the TAN Association invites you to our virtual meeting Tuesday, August 11, 2020. We are pleased to have Liam Vaughan as our guest speaker for this meeting.
We encourage you to invite clients or colleagues interested in the markets to this presentation. We look forward to having you join the webinar!
You must register for the event to attend. Registration closes at 2:00 PM on August 11, 2020. You will receive an email with GoToWebinar Registration Instructions on the day of the meeting.
Samuel Borrelli, CMT
Matt Nygaard, CMT
Jimmy Erdmier, CMT
Chicago Chapter Chairs
GUEST SPEAKER
Liam Vaughan
Investigative Journalist and Author
Bloomberg and Bloomberg Businessweek
BOOK DISCUSSION
Flash Crash:A Trading Savant, a Global Manhunt and the Most Mysterious Market Crash in History
An extraordinary tale of Navinder Singh Sarao, who’d made $70 million from nothing in the U.S. futures using a variety of controversial methods and who in the American government’s view, helped cause one of the most dramatic market crashes in history.
A real-life financial thriller, Flash Crash uncovers the remarkable, behind-the-scenes narrative of a mystifying market crash, a globe-spanning investigation into international fraud, and a man at the center of them both.
Notable Review:
“Flash Crash tells the dramatic tale of how a solitary trader managed to help bring global markets to their knees, but it also sheds much-needed light on the forces–and unlikely characters–that move today’s makets…eye-opening.”
—Gregory Zuckerman, author of The Man Who Solved the Market
PURCHASE BOOK
Amazon
Barnes & Noble
Books A Million
Bookshop.org
Target
Walmart
LOCATION
Virtual Meeting
REGISTRATION
Registration is free for members and non-members.
You are eligible for three (3) Continuing Education Units for attending.
Elliott Wave International’s Mark Galasiewski (gala-SHEV-skee) shows you how he has used the timing of headline news events such as terrorist attacks, political scandals and even epidemic disease outbreaks to support his bullish forecasts for Asian stock markets. Using real-time examples published in EWI’s monthly Asian-Pacific Financial Forecast, Mark will reveal how Asia and emerging markets offer an extraordinary laboratory for observing social events through the lens of socionomics, Robert Precthter’s theory of financial and social causality. You will learn principles that you can apply to any major stock market index in the world, and you will come away better equipped to capitalize on the counterintuitive relationship between social mood, markets and news.
The New York Chapter of the TAN Association invites you to our next chapter meeting on Thursday, August 13, 2020. We are pleased to have Laura Martin and Katie Stockton as our guest speakers.
You must register to attend the online conference call. Registration closes at 3:00 PM on August 13, 2020.
You will receive an email with instructions to join the webinar day of event. To receive this email you must have “Do Not Email” unchecked in your account profile.
We encourage you to invite clients or colleagues interested in technical analysis to this virtual event. We hope you will join us!
Dan Russo, CMT
Michael Sroga, CMT
Alan Lax, CMT
Jay Woods, CMT
Tom Bruni, CMT
New York Chapter Chairs
TOPIC I
The Technology Sector has been a Long-time Source of Upside Leadership.
Will this Trend Continue?
Katie will evaluate charts of the tech-heavy NASDAQ-100 and talk about technical prospects for FAANG+M.
Katie Stockton, CMT
Founder and Managing Partner
Fairlead Strategies, LLC
TOPIC II
Our COVID-19 Stock Picks
In markets like these, technical analysis overlaid with fundamental drivers offer insights into outperformance. We’ll share our updated thinking about stocks and key issues to look out for in 2H20.
Laura Martin, CMT, CFA
Managing Director, Internet & Entertainment, Needham & Company, LLC
President, Capital Knowledge, LLC
DATE
August 13, 2020
TIME
5:00 PM EDT (GMT -4:00)
LOCATION
Virtual Meeting utilizing GoToWebinar
REGISTRATION
Free to members and non-members
You will be eligible for 3 Continuing Education Units for attending.
The Minnesota Chapter of the TAN Association invites you to our chapter meeting on Tuesday, August 18, 2020. We have the pleasure of Gene Munster of Loup Ventures as our guest speaker.
You must register to attend the online conference call.
Registration closes at 2:00 PM on August 18, 2020. You will receive an email the day of the event with instructions to join the webinar.
We hope you will join us!
Ralph Acampora, CMT
Craig Johnson, CMT, CFA
Jamie Keelin, CMT
Kyle Lottman, CFA
Adam Turnquist, CMT
Minnesota Chapter Chairs
DATE
August 18, 2020
TIME
4:00 PM CDT (GMT -5:00)
LOCATION
Online Conference Call
REGISTRATION
Free to members and non-members.
You will be eligible for three (3) Continuing Education Units for attending.
Virtual Meeting
In this webinar co-hosted with Wiley, Tyler Wood, MD of Global Business Development will interview David Lundgren, CMT, CFA and explore how the TAN Program helps shape a disciplined investment strategy through the application of technical analysis principles. Dave is the Director of Technical Research at Wellington Management and has been a CMT Charterholder since 2011.
The conversation will explore some underappreciated historical overlap between fundamental and technical analysis, as well as examples of situations where both perspectives can be applied to enhance strategic development.
Understanding that the market is efficient, and that it displays identifiable trends, confirms that technical analysis can be a powerful complement to fundamental analysis. Dave will share insight on trend-following investment strategies including how to identify, engage, and stay in trending securities using technical analysis concepts such as leading, coincident, and lagging indicators of trend change as well as Relative Strength.
Finally, Dave will speak to where the TAN designation has a pivotal impact on career opportunities and new roles in the investment industry.
DATE
August 25, 2020
TIME
8:00 AM EDT (GMT -4:00)
LOCATION
Virtual Event #stayhome
REGISTRATION
Free to members and non-members
You must register for this event to attend.
You will receive an email with instruction to join webinar day of event.
The Northern Ohio Chapter of the TAN Association welcomes you to our next event on Tuesday, August 25, 2020. We are pleased to have Brian Shannon as our guest speaker.
Registration closes at 3:00 PM on August 25, 2020. An email will be sent to you with instructions to join the GoToWebinar day of event. Please make sure that “Do Not Email” is unchecked in your account profile so you can receive that email.
We encourage you to invite clients or colleagues interested in technical analysis to this presentation. We hope you will join us!
Greg Harmon, CMT CFA
Steve Muir, CMT CFA
Patrick McKenna, CMT
Kevin Pietrzyk, CMT, CFTe
Northern Ohio Chapter Chairs
DATE
August 25, 2020
TIME
5:00PM EDT (GMT-4)
SPEAKER
Brian Shannon, CMT
Founder and CEO of Alphatrend.net
TOPIC
Understand the Anchored VWAP
Brian will get you up to speed on how to use the AVWAP. VWAP combines Price, Volume and Time, the Anchoring allows you to measure true supply and demand from any point in time. After this talk, you will most likely add the AVWAP to your technical arsenal, regardless of your timeframe!
LOCATION
Virtual Meeting
REGISTRATION
Free to members and non-members
You will be eligible for 3 Continuing Education Units for attending.
In many ways, what we’ve seen so far in 2020 has been both record-breaking and devastating. With a near 40% loss from the S&P 500 Index peak on February 19 to the bear market lows March 23, investors are now trying to make sense of record-breaking gains during the past 4 months. Immense rallies in the past have taken place coming off major market lows near the start of new bull markets. What does this mean for returns going out six months to a year?
Join LPL’s SVP & Chief Market Strategist Ryan Detrick, CMT for his take on the US equity market for the back half of 2020 and what lies beyond. Ryan employs a variety of technical tools including sentiment indicators to understand the likelihood of near-term pullbacks as well as breadth, momentum and relative strength to help clients participate in leading sectors and individual names while looking for changes in the macro landscape that signal risk-off environments.
The Atlanta chapter of TAN Association invites you to our next meeting on Thursday, August 27, 2020. We are pleased to have Mark Newton, CMT as our guest speaker.
You must register to attend the webinar. Registration closes at 3:30 PM on August 27, 2020. You will receive an email with GoToWebinar call-in instructions day of event. To receive the email instructions, please make sure your “Do Not Email” is unchecked in your account profile.
We hope you will join us!
Dean Christians, CMT
Paul Wankmueller, CMT
Mike Fields, CMT
Atlanta Chapter Chairs
DATE
August 27, 2020
TIME
5:30 PM Eastern Daylight Time (GMT -4:00)
TOPIC
V-shaped market with U shaped Economy…What’s Next?
SPEAKER
Mark Newton, CMT
President & Managing Member
Newton Advisors, LLC
LOCATION
Online or Call-In
REGISTRATION
Free for members and non-members.
You are eligible for three (3) Continuing Education Units for attending.
The Chicago Chapter of the TAN Association invites you to our virtual meeting Tuesday, August 11, 2020. We are pleased to have Liam Vaughan as our guest speaker for this meeting.
We encourage you to invite clients or colleagues interested in the markets to this presentation. We look forward to having you join the webinar!
You must register for the event to attend. Registration closes at 2:00 PM on August 11, 2020. You will receive an email with GoToWebinar Registration Instructions on the day of the meeting.
Samuel Borrelli, CMT
Matt Nygaard, CMT
Jimmy Erdmier, CMT
Chicago Chapter Chairs
GUEST SPEAKER
Liam Vaughan
Investigative Journalist and Author
Bloomberg and Bloomberg Businessweek
BOOK DISCUSSION
Flash Crash:A Trading Savant, a Global Manhunt and the Most Mysterious Market Crash in History
An extraordinary tale of Navinder Singh Sarao, who’d made $70 million from nothing in the U.S. futures using a variety of controversial methods and who in the American government’s view, helped cause one of the most dramatic market crashes in history.
A real-life financial thriller, Flash Crash uncovers the remarkable, behind-the-scenes narrative of a mystifying market crash, a globe-spanning investigation into international fraud, and a man at the center of them both.
Notable Review:
“Flash Crash tells the dramatic tale of how a solitary trader managed to help bring global markets to their knees, but it also sheds much-needed light on the forces–and unlikely characters–that move today’s makets…eye-opening.”
—Gregory Zuckerman, author of The Man Who Solved the Market
PURCHASE BOOK
Amazon
Barnes & Noble
Books A Million
Bookshop.org
Target
Walmart
LOCATION
Virtual Meeting
REGISTRATION
Registration is free for members and non-members.
You are eligible for three (3) Continuing Education Units for attending.
Elliott Wave International’s Mark Galasiewski (gala-SHEV-skee) shows you how he has used the timing of headline news events such as terrorist attacks, political scandals and even epidemic disease outbreaks to support his bullish forecasts for Asian stock markets. Using real-time examples published in EWI’s monthly Asian-Pacific Financial Forecast, Mark will reveal how Asia and emerging markets offer an extraordinary laboratory for observing social events through the lens of socionomics, Robert Precthter’s theory of financial and social causality. You will learn principles that you can apply to any major stock market index in the world, and you will come away better equipped to capitalize on the counterintuitive relationship between social mood, markets and news.
The New York Chapter of the TAN Association invites you to our next chapter meeting on Thursday, August 13, 2020. We are pleased to have Laura Martin and Katie Stockton as our guest speakers.
You must register to attend the online conference call. Registration closes at 3:00 PM on August 13, 2020.
You will receive an email with instructions to join the webinar day of event. To receive this email you must have “Do Not Email” unchecked in your account profile.
We encourage you to invite clients or colleagues interested in technical analysis to this virtual event. We hope you will join us!
Dan Russo, CMT
Michael Sroga, CMT
Alan Lax, CMT
Jay Woods, CMT
Tom Bruni, CMT
New York Chapter Chairs
TOPIC I
The Technology Sector has been a Long-time Source of Upside Leadership.
Will this Trend Continue?
Katie will evaluate charts of the tech-heavy NASDAQ-100 and talk about technical prospects for FAANG+M.
Katie Stockton, CMT
Founder and Managing Partner
Fairlead Strategies, LLC
TOPIC II
Our COVID-19 Stock Picks
In markets like these, technical analysis overlaid with fundamental drivers offer insights into outperformance. We’ll share our updated thinking about stocks and key issues to look out for in 2H20.
Laura Martin, CMT, CFA
Managing Director, Internet & Entertainment, Needham & Company, LLC
President, Capital Knowledge, LLC
DATE
August 13, 2020
TIME
5:00 PM EDT (GMT -4:00)
LOCATION
Virtual Meeting utilizing GoToWebinar
REGISTRATION
Free to members and non-members
You will be eligible for 3 Continuing Education Units for attending.
The Minnesota Chapter of the TAN Association invites you to our chapter meeting on Tuesday, August 18, 2020. We have the pleasure of Gene Munster of Loup Ventures as our guest speaker.
You must register to attend the online conference call.
Registration closes at 2:00 PM on August 18, 2020. You will receive an email the day of the event with instructions to join the webinar.
We hope you will join us!
Ralph Acampora, CMT
Craig Johnson, CMT, CFA
Jamie Keelin, CMT
Kyle Lottman, CFA
Adam Turnquist, CMT
Minnesota Chapter Chairs
DATE
August 18, 2020
TIME
4:00 PM CDT (GMT -5:00)
LOCATION
Online Conference Call
REGISTRATION
Free to members and non-members.
You will be eligible for three (3) Continuing Education Units for attending.
Virtual Meeting
In this webinar co-hosted with Wiley, Tyler Wood, MD of Global Business Development will interview David Lundgren, CMT, CFA and explore how the TAN Program helps shape a disciplined investment strategy through the application of technical analysis principles. Dave is the Director of Technical Research at Wellington Management and has been a CMT Charterholder since 2011.
The conversation will explore some underappreciated historical overlap between fundamental and technical analysis, as well as examples of situations where both perspectives can be applied to enhance strategic development.
Understanding that the market is efficient, and that it displays identifiable trends, confirms that technical analysis can be a powerful complement to fundamental analysis. Dave will share insight on trend-following investment strategies including how to identify, engage, and stay in trending securities using technical analysis concepts such as leading, coincident, and lagging indicators of trend change as well as Relative Strength.
Finally, Dave will speak to where the TAN designation has a pivotal impact on career opportunities and new roles in the investment industry.
DATE
August 25, 2020
TIME
8:00 AM EDT (GMT -4:00)
LOCATION
Virtual Event #stayhome
REGISTRATION
Free to members and non-members
You must register for this event to attend.
You will receive an email with instruction to join webinar day of event.
The Northern Ohio Chapter of the TAN Association welcomes you to our next event on Tuesday, August 25, 2020. We are pleased to have Brian Shannon as our guest speaker.
Registration closes at 3:00 PM on August 25, 2020. An email will be sent to you with instructions to join the GoToWebinar day of event. Please make sure that “Do Not Email” is unchecked in your account profile so you can receive that email.
We encourage you to invite clients or colleagues interested in technical analysis to this presentation. We hope you will join us!
Greg Harmon, CMT CFA
Steve Muir, CMT CFA
Patrick McKenna, CMT
Kevin Pietrzyk, CMT, CFTe
Northern Ohio Chapter Chairs
DATE
August 25, 2020
TIME
5:00PM EDT (GMT-4)
SPEAKER
Brian Shannon, CMT
Founder and CEO of Alphatrend.net
TOPIC
Understand the Anchored VWAP
Brian will get you up to speed on how to use the AVWAP. VWAP combines Price, Volume and Time, the Anchoring allows you to measure true supply and demand from any point in time. After this talk, you will most likely add the AVWAP to your technical arsenal, regardless of your timeframe!
LOCATION
Virtual Meeting
REGISTRATION
Free to members and non-members
You will be eligible for 3 Continuing Education Units for attending.
In many ways, what we’ve seen so far in 2020 has been both record-breaking and devastating. With a near 40% loss from the S&P 500 Index peak on February 19 to the bear market lows March 23, investors are now trying to make sense of record-breaking gains during the past 4 months. Immense rallies in the past have taken place coming off major market lows near the start of new bull markets. What does this mean for returns going out six months to a year?
Join LPL’s SVP & Chief Market Strategist Ryan Detrick, CMT for his take on the US equity market for the back half of 2020 and what lies beyond. Ryan employs a variety of technical tools including sentiment indicators to understand the likelihood of near-term pullbacks as well as breadth, momentum and relative strength to help clients participate in leading sectors and individual names while looking for changes in the macro landscape that signal risk-off environments.
The Atlanta chapter of TAN Association invites you to our next meeting on Thursday, August 27, 2020. We are pleased to have Mark Newton, CMT as our guest speaker.
You must register to attend the webinar. Registration closes at 3:30 PM on August 27, 2020. You will receive an email with GoToWebinar call-in instructions day of event. To receive the email instructions, please make sure your “Do Not Email” is unchecked in your account profile.
We hope you will join us!
Dean Christians, CMT
Paul Wankmueller, CMT
Mike Fields, CMT
Atlanta Chapter Chairs
DATE
August 27, 2020
TIME
5:30 PM Eastern Daylight Time (GMT -4:00)
TOPIC
V-shaped market with U shaped Economy…What’s Next?
SPEAKER
Mark Newton, CMT
President & Managing Member
Newton Advisors, LLC
LOCATION
Online or Call-In
REGISTRATION
Free for members and non-members.
You are eligible for three (3) Continuing Education Units for attending.