The History and Evolution of Technical Analysis on Wall Street

Overview

Join Bloomberg Intelligence and the CMT Association for an in-person, evening event on November 20th at Bloomberg’s Park Avenue office in NYC to celebrate the advancement of the discipline, the evolution of the practice, and the leadership provided by Bloomberg’s cutting-edge data visualization and on-terminal analytics. The evening will feature a discussion on the history and evolution of technical analysis on Wall Street, sessions by Bloomberg showcasing the tools available to today’s practitioners and a closing session with top-ranked Wall Street analysts on today’s market conditions.

CMT Charterholders are also celebrating a significant milestone for the field of Technical Analysis. 20 years ago, FINRA recognized technical analysis as a rigorous professional discipline with equal weighting to fundamental analysis. Two groups of Wall St. analysts were recognized for an exemption on the Series 86 exam – CFA and CMT charterholders.

Agenda

5:00 PM

Registration & Refreshments

5:15 PM

Welcome Remarks

5:20 PM

The Future of Technical Analysis, powered by Bloomberg

Christopher Cain, CMT, U.S. Quantitative Equity Strategist, Bloomberg Intelligence
Damanick Dantes, CMT, Technical Analysis Specialist, Bloomberg

5:35 PM

Panel Discussion: The History and Evolution of Technical Analysis on Wall Street

Ralph Acampora, CMT, Professor, NYIF
David Krell, CMT, Founder, International Securities Exchange (ISE)
Ken Tower, CMT, Chief Executive Officer, Quantitative Analysis Service, Inc (QAS)
Stanley Dash, CMT, CMT Program Director, CMT Association

Moderated by: Tyler Wood, CMT, CEO and Executive Director, CMT Association

6:05 PM

Bloomberg Intelligence’s Automated Technical Pattern Recognition (ATPR)

Anthony Feld, Senior Bloomberg Intelligence Technical Strategist

6:15 PM

Panel Discussion: Trends, Themes & Catalysts: Equity Strategies for 2025

Craig Johnson, CMT, CFA, Managing Director and Senior Technical Research Analyst, Piper Sandler
Mary Ann Bartels, Chief Investment Strategist, Sanctuary Wealth
David Keller, CMT, President and Chief Strategist, Sierra Alpha Research LLC
John Kolovos, CMT, CFA, Head of Technical Strategy, Macro Risk Advisors

Moderated by: Jess Menton, Deputy Team Leader and Senior Reporter for US Equities, Bloomberg News

7:00 PM

Closing Remarks

7:05 PM

Networking Cocktail Reception

8:00 PM

Event Concludes

Speakers

Christopher Cain, CMT

U.S. Quantitative Equity Strategist

Bloomberg Intelligence

Damanick Dantes, CMT

Technical Analysis Specialist

Bloomberg

Ralph Acampora, CMT

Professor

New York Institute of Finance (NYIF)

David Krell, CMT

Founder

International Securities Exchange (ISE)

Ken Tower, CMT

Chief Executive Officer

Quantitative Analysis Service, Inc (QAS)

Stanley Dash, CMT

CMT Program Director

CMT Association

Tyler Wood, CMT

CEO and Executive Director

CMT Association

Anthony Feld

Senior Technical Analyst

Bloomberg Intelligence

Craig W. Johnson, CMT, CFA

Managing Director and Senior Technical Research Analyst

Piper Sandler

Mary Ann Bartels

Chief Investment Strategist

Sanctuary Wealth

David Keller, CMT

President and Chief Strategist

Sierra Alpha Research LLC

John Kolovos, CMT, CFA

Head of Technical Strategy

Macro Risk Advisors

Jess Menton

Deputy Team Leader and Senior Reporter for US Equities

Bloomberg News

When & Where

Wednesday, November 20, 2024
5:00 PM to 8:00 PM

Bloomberg Park Ave Office
22nd Floor
120 Park Avenue
New York, NY 10017

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