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Events

Events Calendar

Sep
9
Wed
Webcast: “When The Time Comes To Buy, You Won’t Want To” with Walter Deemer
Sep 9 @ 12:00 pm – 1:00 pm

Walter Deemer returns to the Educational Web Series to talk about his 50+ years of experience working with Technical Analysis and how he’s been able to navigate market bottoms in the past.  In this hybrid presentation, Walter will share some of his past successes and failures with a brief presentation, before jumping into an interactive Q&A with our live audience for the second half of the event.

Sep
17
Thu
Chicago Virtual Chapter Meeting featuring Chris Pollard, CMT @ GoToWebinar
Sep 17 @ 4:00 pm – 5:30 pm

The Chicago Chapter of the TAN Association invites you to our meeting Thursday, September 17, 2020. We are pleased to have Chris Pollard as our guest speaker for this meeting.

We encourage you to invite clients or colleagues interested in technical analysis 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 September 17, 2020. You will receive an email with GoToWebinar Instructions after the registration has closed.

Samuel Borrelli, CMT
Matt Nygaard, CMT
Jimmy Erdmier, CMT
Chicago Chapter Chairs

DATE
September 17, 2020

TIME
4:00 – 5:30 PM CDT

PRESENTER
Chris Pollard, CMT
Director and Head of Market Strategy
Cowen

TOPIC
Relative Strength in Context of Cross-Asset Analysis

LOCATION
Virtual Meeting

REGISTRATION
Free for members and non-members.
You will receive an email with GoToWebinar Registration Instructions after Registration is closed.

You are eligible for three (3) Continuing Education Units for attending.

Sep
30
Wed
Webcast: “Market Microstructure, and It’s Importance in Technical Analysis” with Kirk Northington, CMT
Sep 30 @ 12:00 pm – 1:00 pm

In this presentation Kirk Northington, CMT, will discuss market microstructure features relevant to technical analysts.  Specifically, he will expand on how large financial players are moved by volatility and regulatory influences. 

Market microstructure has high importance to analytics, and the trade/investing decision. As technical analysts we have only scratched the surface of all that is possible within our skill set and financial markets’ microstructures.

Oct
7
Wed
Finance Industry Seminar for University Students & Faculty
Oct 7 @ 6:30 pm – 8:30 pm

The Scholars of Finance, TAN Association and Technical Analysis Educational Foundation are teaming together to provide an evening introducing Finance Ethics and Technical Analysis to the University community.

Please join us on Wednesday, October 7, 2020 for an informative and interesting evening!  You must register to attend.

We have the pleasure of Ralph Acampora, Katie Stockton and Ross Overline presenting.  Cody Tafel is our moderator for the evening.

DATE
October 7, 2020

TIME
6:30 PM Eastern Daylight Time

AGENDA
Welcome & Introductions
Julie Dahlquist, PhD, CMT
Associate Professor of Professional Practice, Texas Christian University

Investing in Integrity – The Future of the Finance Industry
Ross Overline
Co-founder, Chairman, CEO, Scholars of Finance

Introduction to Technical Analysis – Moderated by Cody Tafel, CMT, CAIA
Ralph Acampora, CMT
Director of Technical Research, Altaira, Ltd.

Katie Stockton, CMT
Managing Partner, Fairlead Strategies

Cody Tafe, CMT, CAIA
Investment Strategist, Thompson, Siegel & Walmsley LLC

Q & A Session

Closing Remarks
Alvin Kressler
CEO, TAN Association

REGISTRATION
Free for Students & Faculty
Free for members and non-members

Nov
17
Tue
Minnesota Virtual Chapter Meeting featuring Tony Dwyer
Nov 17 @ 4:00 pm – 5:00 pm

The Minnesota Chapter of the TAN Association invites you to our chapter meeting on Tuesday, November 17, 2020. We have the pleasure of Tony Dwyer as our guest speaker.

We hope to see you there!

Ralph Acampora, CMT
Craig Johnson, CMT, CFA
Jamie Keelin, CMT
Kyle Lottman, CFA
Adam Turnquist, CMT
Minnesota Chapter Chairs

DATE
November 17, 2020

TIME 
4:00 PM

LOCATION 
Virtual

REGISTRATION
Free to members and non-members

Nov
18
Wed
Webcast: “Investing in Commodities – Seasonal Factors Make Active Management Necessary” with Kimberly Rios and Rui Matos
Nov 18 @ 12:00 pm – 1:00 pm

In this webinar, the Portfolio Manager of the Catalyst Hedged Commodity Fund will cover how actively managing commodities can benefit a portfolio whereas ignoring seasonal factors can hinder returns.  She will walk through various commodity sectors exploring seasonal factors and providing option spread trade examples to target seasonal biases.

 

Dec
1
Tue
SS Event Sample
Dec 1 @ 12:00 pm – 1:00 pm

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Minnesota Chapter – Holiday Party 2020 @ Rock Bottom Restaurant & Brewery
Dec 1 @ 5:00 pm – 8:00 pm

The Minnesota Chapter of the TAN Association invites you to our Holiday Party at Rock Bottom Restaurant & Brewery. Enjoy food and drinks with the TAN Association community as we celebrate the year-end.  The annual CMT Minnesota Cup Award will be announced.  We look forward to seeing you all there.

This is a catered event.  Please register.

Ralph Acampora, CMT
Craig Johnson, CMT, CFA
Jamie Keelin, CMT
Kyle Lottman, CFA
Adam Turnquist, CMT
Minnesota Chapter Co-Chairs

DATE
December 1, 2020

TIME
5:00 PM – 8:00 PM

LOCATION
Rock Bottom Restaurant & Brewery
825 Hennepin Avenue, Suite 125
Minneapolis, MN 55402

REGISTRATION
Free for members and non-members

Sun Mon Tue Wed Thu Fri Sat
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Latin America Technical Analysis Seminar 4:30 pm
Latin America Technical Analysis Seminar @ Online or Call-In
Aug 4 @ 4:30 pm – 6:30 pm
In a first of what will be many more in the future, the Chile, Brazil and Venezuela Chapters of the TAN Association have teamed up to put on an event for a Latin America wide audience. The Technical Analysis Virtual Seminar is on Tuesday, August 4, 2020.  We have the pleasure of Ralph Acampora, Paul Ciana, and Katie Stockton as our guest speakers. You must register to attend the online conference.  Registration closes at 2:00 PM on August 4, 2020.  You will receive a separate email for GoToWebinar instructions the day of the event. We hope you will join us!   Eric Conrads, CMT, CAIA, CEFA Chile Chapter Chair Alberto Cardenas, CMT Andres Trujillo, CMT VenezuelaChapter Chairs Andre Lapponi, CMT Brazil Chapter Chair   DATE August 4, 2020 TIME 4:30 PM – 6:30 PM Eastern Daylight Time AGENDA Welcome & Opening Remarks Eric Conrads, CMT, CAIA, CEFA Zenith Cap Technical
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Webcast: “Computerized Interpretation of J. M. Hurst’s Cycle Price Projection Theory” with Peter Eliades 12:00 pm
Webcast: “Computerized Interpretation of J. M. Hurst’s Cycle Price Projection Theory” with Peter Eliades
Aug 5 @ 12:00 pm – 1:00 pm
Peter will describe visually how market cycles combine to form price charts of stock movement. He will follow that graphic presentation with a demonstration of his new cycle price projection software which has been completed after decades of research and computerization.
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Chicago Virtual Chapter Book Discussion with Liam Vaughan 4:00 pm
Chicago Virtual Chapter Book Discussion with Liam Vaughan @ Virtual Meeting
Aug 11 @ 4:00 pm – 5:30 pm
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
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Webcast: “How to Spot Major Trend Reversals with Elliott Waves and Socionomics: Examples from Asia’s Ongoing Secular Bull Market” with Mark Galasiewski 12:00 pm
Webcast: “How to Spot Major Trend Reversals with Elliott Waves and Socionomics: Examples from Asia’s Ongoing Secular Bull Market” with Mark Galasiewski
Aug 12 @ 12:00 pm – 1:00 pm
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.
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New York Virtual Chapter Meeting featuring Katie Stockton, CMT and Laura Martin, CMT, CFA 5:00 pm
New York Virtual Chapter Meeting featuring Katie Stockton, CMT and Laura Martin, CMT, CFA @ Comfort from Home or Office
Aug 13 @ 5:00 pm – 6:30 pm
LIVE-ONLY EVENT 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
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Minnesota Virtual Chapter Meeting featuring Gene Munster 4:00 pm
Minnesota Virtual Chapter Meeting featuring Gene Munster @ GoToWebinar Conference Call
Aug 18 @ 4:00 pm – 5:00 pm
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.
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Los Angeles Virtual Chapter Meeting Discussing Equities & Markets of Interest 1:30 pm
Los Angeles Virtual Chapter Meeting Discussing Equities & Markets of Interest @ Online or Call-In
Aug 21 @ 1:30 pm – 3:00 pm
The Los Angeles Chapter of the TAN Association welcomes you to our next event on Friday, August 21, 2020.     Please join us for a lively and interesting Rountable Discussion.  Have your best ideas and charts ready to share. You will be given an opportunity to present to the group.   Registration closes at 11:00 AM on August 21st.  An email will be sent to you with instructions to join the GoToMeeting day of event.  Please make sure that “Do Not Email” is unchecked in your account profile so you can receive that email.   Owen Cupp Los Angeles Chapter Chair   Brad Levin, CMT, CFP, AIF, CDFA Los Angeles North Chapter Chair   DATE August 21, 2020   TIME 1:30 PM PDT (GMT -7:00)   LOCATION GoToMeeting Virtual Meeting REGISTRATION Free to members and non-members You will be eligible for 3 Continuing Education Units for attending.  
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The CMT Experience with Dave Lundgren, CMT, CFA 8:00 am
The CMT Experience with Dave Lundgren, CMT, CFA @ GoToWebinar Meeting
Aug 25 @ 8:00 am – 9:00 am
!function(f,b,e,v,n,t,s) {if(f.fbq)return;n=f.fbq=function(){n.callMethod? n.callMethod.apply(n,arguments):n.queue.push(arguments)}; if(!f._fbq)f._fbq=n;n.push=n;n.loaded=!0;n.version='2.0'; n.queue=[];t=b.createElement(e);t.async=!0; t.src=v;s=b.getElementsByTagName(e)[0]; s.parentNode.insertBefore(t,s)}(window,document,'script', 'https://connect.facebook.net/en_US/fbevents.js'); fbq('init', '108122916555030'); fbq('track', 'PageView'); 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
Northern Ohio Virtual Chapter Meeting featuring Brian Shannon, CMT 5:00 pm
Northern Ohio Virtual Chapter Meeting featuring Brian Shannon, CMT @ GoToWebinar Meeting
Aug 25 @ 5:00 pm – 6:00 pm
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. 
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Webcast: “Reading the Current Market in Light of History’s Lessons” with Ryan Detrick, CMT 8:00 am
Webcast: “Reading the Current Market in Light of History’s Lessons” with Ryan Detrick, CMT
Aug 26 @ 8:00 am – 9:00 am
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
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Atlanta Virtual Chapter Meeting Featuring Mark Newton, CMT 5:30 pm
Atlanta Virtual Chapter Meeting Featuring Mark Newton, CMT @ Online or Call-in
Aug 27 @ 5:30 pm – 6:30 pm
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.
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India Virtual Chapter Meeting – August 2020 6:00 pm
India Virtual Chapter Meeting – August 2020
Aug 29 @ 6:00 pm – 8:30 pm
The Mumbai Chapter of TAN Association cordially invites you to our next meeting on Saturday, August 29, 2020.  We hope you can join our virtual meeting from the comfort of your home, office or home office.   Registration closes at 4:00 PM India Standard Time on Saturday, August 29, 2020.  You must register to attend.  Call-In and website information will be emailed after registration closes.   Akshay Chinchalkar, CMT Vishal Mehta, CMT Mumbai Chapter Chairs   DATE August 29, 2020   TIME 6:00PM India Standard Time (GMT+5:30)   PRESENTATIONS Fireside Chat Scott Richter, CMT President of the Board, TAN Association   Career Opportunities for Technical Analysts in the Financial Services Industry Jay Thakkar, CMT VP and Head of Equity Research, Marwadi Shares and Finance Ltd   State of the TAN Association Joel Pannikot Head: India, TAN Association   Careers for Technical Analysts in Algorithmic Trading and Quantitative Finance Abhijit Biswas
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