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Navigating the GAP: Applying Technical Analysis to Modern Challenges

Thank you for planning to be a part of the 47th Annual CMT Symposium. While we were looking forward to seeing you in April, the conference will be postponed.
 
The coronavirus spread and response has been a rapidly changing situation. Following the World Health Organization’s declaration of a global pandemic and the US Government’s issuing an unprecedented international travel ban, combined with the requirements of NY State government and NYC officials moving to eliminate activities which would accelerate transmission of the coronavirus, there is no way to move ahead with our global conference this April 1-3, 2020.
 
The health and safety of our conference delegates, presenters, sponsors, and staff has been and will continue to be our top priority. The CMT Board of Directors and staff members met on Saturday, March 14th to debrief on all material changes in the containment efforts and to discuss alternatives to hosting our Annual Symposium. We are investigating options for Q3 and Q4 programming across multiple cities, virtual attendance and presentation, and simultaneously looking to confirm our 2021 dates in either March or April.

47th Annual Symposium

I highly recommend it. Two full days of education, information, and excellent networking; the different breakout events available to all attendees … I encourage everyone to attend next year.

Investment Banker Glenn Williams Jr., New York City 

Confirmed Speakers

Ralph Acampora, CMT

Professor, NYIF

Ryan Bailey, CMT, CFA, FRM, CAIA

Pacenote Capital

Milton Berg, CFA

CEO, MB Advisors, LLC.

John Bollinger, CMT, CFA

Founder, Bollinger Capital Management

Christopher Cain, CMT

Quantitative Researcher, Connors Research LLC

Robert Carver

Author & Independent Consultant

Ernest Chan, PhD

QTS Capital Management, LLC.

Andreas F. Clenow

Chief Investment Officer

Laurence Connors

CEO, Connors Research LLC

James Cox

Founder and CEO, Taipan Trading & Investments

Ned Davis

Senior Investment Strategist, Ned Davis Research

Walter Deemer

Retired Institutional Market Analyst

Tom DeMark

Founder & CEO, DeMARK Analytics, LLC

Deborah Fuhr

Founder, ETFGI

Jeffrey A. Hirsch

Chief Market Strategist, Probabilities Fund Management

Julius de Kempenaer

Founder & Director, RRG Research

David Keller, CMT

President and Chief Strategist

Helene Meisler

Columnist, RealMoney.com

Bill Miller IV, CMT, CFA

Portfolio Manager, Miller Value Partners

Marnie Owen, CMT, CFTe, CAIA, CFA

Global Head of Technical Analysis, IGM

Marissa Pick

Marissa Pick Consulting

Scott G. Richter, CMT, CFA, CHP

Senior Portfolio Manager, Westfield

John Roque

Managing Director, Wolfe Research LLC

Anthony Saliba

Founder, Matrix Holding Group

Katie Stockton, CMT

Founder & Managing Partner, Fairlead Strategies LLC

Ken Tower, CMT

Chief Executive Officer, Quantitative Analysis Service

Randy Watts, CFA

Chief Investment Strategist, William O'Neil

Olga Yangol, CMT, CFA, CAIA, FRM

Portfolio Manager, HSBC

2020 Award Winners

Justify Your Attendance

Take the initiative and show your manager how your attendance at the 2020 Symposium will enhance your money management process and strengthen your professional network. To help you justify your attendance to the Symposium, we’ve put together a letter you can provide your manager, as well as a post-event reporting document to help you compile a straightforward summary communicating the main concepts covered and actionable takeaways. You can find these templates as PDFs below.

Tips & Talking Points

  • Be specific. Provide specific terms illustrating what you will gain from attending the 2020 Annual Symposium and how it will benefit your work in service to the overall goals of your company.
  • Share your learning. Offer to prepare and deliver a briefing to your colleagues to share what you learned, so that others in your division will receive the benefits of your attendance.
  • Ask, “What is the cost of not attending?” and frame this opportunity cost in terms of your ability to stay abreast of new industry developments. You miss out on discovering valuable tools, perspectives, and relationships that will help your organization anticipate and adapt to the future.
  • Prepare a plan. Show who will cover for you and how critical work will get done while you are attending the conference.

7 Things You Gain
From the CMT Symposium

1Connect with the Industry

Cultivate relationships with industry leaders and value generators from around the world. Meet with potential new partners, clients or future colleagues.

2Apply Technical Analysis

Incorporate new tools with discipline and objectivity to remove subjective bias from your process across asset classes

3Implement Macro Strategy

Develop a top down investment strategy to understand the global economic landscape and implement best practice in tactical asset allocation

4Fuse Multiple Disciplines

Combine classical technical analysis with emerging quantitative methods for improved momentum, mean reversion, volatility trading strategies and more

5Learn & Adapt

Attend sessions that unpack behavioral psychology and decision making frameworks to closely track your performance at key investment decisions

6Embrace New Technology

Learn to collect, analyze and visualize data with the latest techniques from industry leading firms

7Prove Your Worth

Apply technical analysis as a means of risk management in the portfolio context

Frequently Asked
Questions

Who should attend?

Who should attend?

Portfolio managers, traders, allocators, wealth managers, quantitative system developers, and research analysts – both buy-side or sell-side. Presentations are aimed for a professional audience with certain assumed knowledge of the industry. However, the tenure of attendees is extremely diverse, ranging from associates in their first few years to industry veterans with decades of experience.

How many other attendees will there be?

How many other attendees will there be?

The TAN Association Symposium is designed to be a dynamic learning environment enabling one-to-one and small group discussions amongst attendees and speakers as well as large format presentations and panel discussions where the TAN Association’s mobile technology allows a moderated Q&A even for keynote sessions. The number of attendees has increased each of the past 4 years. We expect roughly 300 total attendees.

What is the preferred dress code?

What is the preferred dress code?

Business attire is preferred for the kickoff on Wednesday evening and celebration Thursday night; business-casual attire is common at the conference and you can expect a professional learning and relaxed networking environment over the two days.

How can I register?

How can I pay?

We accept payment online via Credit Card or Debit Card. If you require an invoice to pay by check, please email info@tanassociation.org.

Can I cancel my symposium registration?

Attendees who register during the early and standard registration period may request a cancellation of their registration fee and will be eligible for a full refund within two weeks of payment. Attendees registering during the late registration deadline may request a cancellation of their registration and will be eligible for a refund within two days of payment.  If you registered during late registration and seek to cancel more than two days after payment, you are not eligible for a refund.

Please note that the TAN Association complies with The Office of Foreign Assets Control (OFAC) Policy, and is unable to work with individuals who live in countries subject to certain sanctions.

 

Is the Symposium still happening, in light of Covid-19?

Unfortunately, no. Following the World Health Organization’s declaration of a global pandemic and the US Government’s issuing of an unprecedented international travel ban, combined with the requirements of New York State government and NYC officials moving to eliminate activities which would accelerate transmission of the novel coronavirus, there is no way to move ahead with our global conference this April 1-3, 2020.

Who should attend?

Portfolio managers, traders, allocators, wealth managers, quantitative system developers, and research analysts – both buy-side or sell-side. Presentations are aimed for a professional audience with certain assumed knowledge of the industry. However, the tenure of attendees is extremely diverse, ranging from associates in their first few years to industry veterans with decades of experience.

How many other attendees will there be?

The TAN Association Symposium is designed to be a dynamic learning environment enabling one-to-one and small group discussions amongst attendees and speakers as well as large format presentations and panel discussions where the TAN Association’s mobile technology allows a moderated Q&A even for keynote sessions. The number of attendees has increased each of the past 4 years. We expect roughly 300 total attendees.

What is the preferred dress code?

Business attire is preferred for the kickoff on Wednesday evening and celebration Thursday night; business-casual attire is common at the conference and you can expect a professional learning and relaxed networking environment over the two days.

How can I pay?

We accept payment online via Credit Card or Debit Card. If you require an invoice to pay by check, please email info@tanassociation.org.

Can I cancel my symposium registration?

Attendees who register during the early and standard registration period may request a cancellation of their registration fee and will be eligible for a full refund within two weeks of payment. Attendees registering during the late registration deadline may request a cancellation of their registration and will be eligible for a refund within two days of payment.  If you registered during late registration and seek to cancel more than two days after payment, you are not eligible for a refund.

Please note that the TAN Association complies with The Office of Foreign Assets Control (OFAC) Policy, and is unable to work with individuals who live in countries subject to certain sanctions.

 

Unfortunately, no. Following the World Health Organization’s declaration of a global pandemic and the US Government’s issuing of an unprecedented international travel ban, combined with the requirements of New York State government and NYC officials moving to eliminate activities which would accelerate transmission of the novel coronavirus, there is no way to move ahead with our global conference this April 1-3, 2020.