Regime Shift: The Evolution of Technical Analysis
The global economy is accelerating into a new paradigm. As treasury yields reach a generational inflection point, financial markets unwind a decade of risk-on allocation and geopolitical tensions dominate news headlines. Supply-chain disruptions in the wake of the coronavirus pandemic have spawned a political shift away from multi-decade trends towards interconnected globalized markets. The long-term implications of onshoring are still yet to be fully understood or priced in, investors are searching for processes and tools to capture alpha while mitigating trade risk.
Technical analysis shines in periods of market adversity and volatility. The discipline forged by studying price action, market cycles, human behavior, and the irrefutable laws of supply and demand are an investor’s best weapon for uncertain times.
Join the CMT Association for the 2023 Symposium in Midtown Manhattan April 26-28, 2023. Financial professional from around the globe will convene in New York in celebration of the rich 50-year history of service on Wall St. More importantly the Symposium sessions dive deep into the essential elements of technical analysis and how to apply to modern market challenges.
The CMT Symposium brings together a diverse array of speakers across all asset classes and arenas of the industry. Attendees can count on sessions from top-performing investment professionals, presenting an arsenal of insights related to the ETF ecosystem, market volatility variation, cross-asset correlations, data visualization methods, decision theory, and machine learning algorithms to gain understanding of the forces at play when asset prices and valuations diverge.
This annual event is the most powerful opportunity for portfolio managers, registered investment advisers, asset allocators, strategists, traders, and analysts to explore first principles of the markets and the utility of technical analysis in any investment-selection model. Whether you are a lifelong Member of the CMT Association, a new Candidate in the CMT Program, or an investment professional looking to improve your process, this event provides provocative, leading-edge investment perspectives immediately applicable to your trading strategies.
Gain expert guidance from the industry’s top professionals and hone your insight on navigating uncertain global markets across asset classes. Leave with new skills and an expanded professional network ready to put your knowledge to work for your firm, your clients, and your portfolio.
Event Speakers
Tom DeMark | CMT Annual Award Winner
As the CMT Association celebrates 50 years of service to the Financial Industry as the global leader in technical analysis credentialing, education and advocacy for investment professionals, we recognize Tom DeMark with our highest honor, the CMT Annual Award.
In 2020, the CMT Association officially selected Tom DeMark to receive the CMT Annual Award. Only now in 2023 are we able to host an event worthy of this tribute. We have the distinguished honor of recognizing the achievements of those who have dedicated their careers to the field of technical analysis through the Annual Awards Program. The stewardship of CMT Association volunteers and members is something we are proud to celebrate as we continue to advance the discipline and expand the reach of the CMT Association around the world. Please join us April 26-28 in NYC at the 2023 CMT Symposium to celebrate the heritage and innovation of those who came before us, while cultivating the community for those to come.
Block Agenda
- 5:00 PM – Registration.
- 5:00 PM – Cocktail Hour & Professional. Networking.
- 6:00 PM – Welcome Remarks.
- 6:05 PM – Market Views Panel Discussion, featuring Craig Johnson, CMT, CFA; John Kolovos, CMT, CFA; Mark Newton, CMT and Bob Pisani.
- 7:00 AM – Breakfast and Registration.
- 8:00 AM – CMT 50th Anniversary Opening Address, featuring Ralph Acampora, CMT.
- 8:15 AM – Institutional Professionalism: Market Analysis Perspectives, featuring Robert J. “Bob” Farrell and Frank Teixeira, CMT, CFA.
- 9:25 AM – Is the Secular Bull Market for Equities Over?, featuring Martin Pring.
- 9:25 AM – Bear Market Defense Tactics, featuring Katie Stockton, CMT.
- 9:25 AM – New Frontiers in Data Visualization, featuring Richard Brath.
- 9:25 AM – Quantitative Fusion – Combining Price Momentum with Macro Fundaments to Catch Turns, featuring Mark Deriet, CMT, CFA.
- 10:10 AM – Mid-Morning Networking Break.
- 10:30 AM – Human Social Behavior Expressed in Price, featuring Bob Prechter, CMT.
- 10:30 AM – Quantifying when our Strategies Work Best, featuring Mathew Verdouw, CMT.
- 10:30 AM – Enhance Your Technical Analysis with Data-Driven Models, featuring John Kosar, CMT.
- 10:30 AM – ” You know, it’s a bull market” Five Technical Pillars for Investing Success, featuring Javed Mirza, CMT, CFA.
- 11:20 AM – Tactical Tools for Long-Term Investors, featuring Mark Dibble and Frank Cappelleri, CMT, CFA.
- 11:20 AM – Uncovering Hidden Insights: Exploring Seasonality, featuring Dimitri Speck and Tea Muratovic.
- 11:20 AM – QAS: Flirting with Models, featuring Ken Tower, CMT and Steven Malinsky, CMT.
- 11:20 AM – Digital Asset Allocation, featuring Glenn Williams Jr., CMT.
- 12:05 PM – Lunch.
- 1:00 PM – Fill the Gap LIVE: The Tenets of Trendfollowing, featuring Jerry Parker and David Lundgren, CMT, CFA.
- 2:15 PM – Trading Bands: History and Application, featuring John Bollinger, CMT, CFA.
- 2:15 PM – Technical Analysis of the Current Market Using A Top/Down Approach, featuring J.C. Parets, CMT.
- 2:15 PM – Technical Analysis in the Modern World – The Art of Filtering, featuring Gautam Shah, CMT, MSTA.
- 2:15 PM – Hurst/Eliades Price Projections + VIX Index, featuring Peter Eliades.
- 3:00 PM – Networking Break.
- 3:30 PM – Fusion Analysis: Trend Inflection for the Long-Run, featuring Ned and Davis Alejandra Grindal.
- 4:45 PM – Buses to NYSE.
- 6:00 PM – Industry Celebration – NYSE TRADING FLOOR.
- 8:00 AM – Breakfast and Registration.
- 9:00 AM – The 5th Asset Class: Allocation Insights in 2023 and Beyond, featuring Nikolaos Panigirtzoglou, Gina Martin Adams, CMT, CFA, Jurrien Timmer, CMT and Michael Regan.
- 10:10 AM – Trading the Curve – Technical Analysis without Historical Prices, featuring Andreas Clenow, CMT, CAIA.
- 10:10 AM – Oscillators as a Trading Weapon, featuring Connie Brown, MFTA.
- 10:10 AM – Evidence Based Investment Strategy, featuring John Gagliardi, CMT.
- 10:55 AM – Mid-Morning Networking Break.
- 11:15 AM – Building a Successful Career in Technical Analysis, featuring Louise Yamada, CMT, Mary Ann Bartels, Katie Stockton, CMT and Abigail Doolittle.
- 11:15 AM – RRG, It’s All About the Benchmark, featuring Julius de Kempanaer.
- 11:15 AM – Specific Anchored VWAP Strategies for All Timeframes, featuring Brian Shannon, CMT.
- 12:00 PM – Working Lunch – Presentation of Awards.
- 1:00 PM – The Final Bar: Legends of Technical Analysis, featuring Louise Yamada, CMT, Ralph Acampora, CMT and David Keller, CMT.
- 2:05 PM – Weight of the Evidence: Global Investing in 2023 & Beyond, featuring Timothy W. Hayes, CMT.
- 2:05 PM – FICC Strategy & Intermarket Correlations, featuring Paul Ciana, CMT.
- 2:05 PM – The First Fifty Years: Writing the History of CMT Association, featuring George Schade Jr., CMT, Karen Benefiel, CMT, CPA and Ralph Acampora, CMT.
- 2:05 PM – The First Fifty Years: Writing the History of CMT Association, featuring George Schade Jr., CMT, Karen Benefiel, CMT, CPA and Ralph Acampora, CMT.
- 3:00 PM – Trading Traps, Too Many to Count!, featuring Peter Borish.
- 3:45 PM – Presentation of CMT Annual Award, featuring Tom DeMark.
- 4:00 PM – Using Market Timing to Enhance Returns, featuring Tom DeMark and Larry Williams.
- 5:00 PM – Concluding Remarks.
- 5:00 PM – Closing Cocktail Hour & Networking Reception.
I am a heaI 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.
6 Things You Gain From the CMT Symposium
Connect with the Industry
Apply Technical Analysis
Implement Macro Strategy
Fuse Multiple Disciplines
Learn & Adapt
Embrace New Technology
Talk To Your Manager
Tips & Talking Points
- Be specific. Provide specific terms illustrating what you will gain from attending the 2023 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.
Frequently Asked Questions
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 CMT 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 CMT Association’s mobile technology allows a moderated Q&A even for keynote sessions. We expect roughly 250 attendees, as registration is limited to 250 registrants.
What is the preferred dress code?
Business-casual attire is common at the conference and you can expect a professional learning and relaxed networking environment over the two days.
Scroll to the top of the page and click the registration button to start the registration process. For more information, visit https://cvent.me/rvV1BZ.
How can I pay?
We accept payment online via Credit Card or Debit Card.
Our Merchant Credit Card Service does not accept Debit Cards or Prepaid Credit Cards for International transactions.
If you require an invoice to pay by check, please email admin@cmtassociation.org.
Please note that the CMT 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.