CMT Association

𝗖𝗮𝗻 𝗺𝗼𝗺𝗲𝗻𝘁𝘂𝗺 𝗲𝗻𝗵𝗮𝗻𝗰𝗲 𝘁𝗿𝗮𝗱𝗶𝘁𝗶𝗼𝗻𝗮𝗹 𝗮𝘀𝘀𝗲𝘁 𝗮𝗹𝗹𝗼𝗰𝗮𝘁𝗶𝗼𝗻?

👉In this session, 𝗔𝗻𝗱𝗿𝗲𝗮𝘀 𝗖𝗹𝗲𝗻𝗼𝘄, 𝗖𝗠𝗧 demonstrates how integrating a technical layer into empirically tested tactical asset allocation models can meaningfully improve portfolio outcomes.

With full transparency around rules and methodology, Clenow explains how momentum-driven signals influence risk management, return profiles, and long-term performance. Drawing from his extensive research and market experience, he delivers practical insights for professionals seeking a more systematic and disciplined allocation framework.

🎥𝗪𝗮𝘁𝗰𝗵 𝘁𝗵𝗲 𝗳𝘂𝗹𝗹 𝗽𝗿𝗲𝘀𝗲𝗻𝘁𝗮𝘁𝗶𝗼𝗻 𝗮𝘁: https://vist.ly/56b4d

In volatile markets, a single line of defense is rarely enough.

👉In this session, 𝗕𝘂𝗳𝗳 𝗗𝗼𝗿𝗺𝗲𝗶𝗲𝗿, 𝗖𝗠𝗧 introduces Tactical Allocation Models (TAM) — a multi-layer defense framework designed to adapt to changing market conditions. By integrating an adaptive Volume Factor risk overlay with defined outcome strategies such as floors and buffers, TAM aims to mitigate drawdowns and manage risk across cycles.

Grounded in goals-based investing and behavioral finance insights, this approach seeks to improve client outcomes while strengthening investor confidence.

➡️𝗪𝗮𝘁𝗰𝗵 𝘁𝗵𝗲 𝗳𝘂𝗹𝗹 𝗽𝗿𝗲𝘀𝗲𝗻𝘁𝗮𝘁𝗶𝗼𝗻 𝗮𝘁: https://vist.ly/55zgg

Momentum is no longer just a chart signal—it’s a quantitative framework shaping modern portfolio construction.

👉In The Momentum Factor: TA in a Quant World, 𝗦𝘁𝗲𝘃𝗲𝗻 𝗠𝗮𝗹𝗶𝗻𝘀𝗸𝘆, 𝗖𝗠𝗧 joins 𝗞𝗲𝗻 𝗧𝗼𝘄𝗲𝗿, 𝗖𝗠𝗧 and 𝗥𝗮𝗹𝗽𝗵 𝗩𝗶𝗻𝗰𝗲, to explore how momentum, big data, and mathematical innovation are transforming technical analysis.

From QAS’s adaptive Quant-Ratings system to Agilis’ next-generation indexing overlays, this session highlights practical tools designed to enhance alpha, manage risk, and strengthen resilience in uncertain markets.

➡️𝗪𝗮𝘁𝗰𝗵 𝘁𝗵𝗲 𝗳𝘂𝗹𝗹 𝗽𝗿𝗲𝘀𝗲𝗻𝘁𝗮𝘁𝗶𝗼𝗻 𝗮𝘁: https://vist.ly/55rsa

Technical analysis at the institutional level is more than signals and patterns — it is a structured decision-making framework.

👉In this fireside chat, 𝗝𝗼𝗵𝗻 𝗞𝗼𝗹𝗼𝘃𝗼𝘀, 𝗖𝗠𝗧, President of the CMT Association, leads a candid discussion with 𝗩𝗲𝗿𝗻𝗼𝗻 𝗕𝗶𝗰𝗲 (Lord Abbett) and 𝗙𝗿𝗮𝗻𝗸 𝗧𝗲𝗶𝘅𝗲𝗶𝗿𝗮 (former partner at Wellington Management) on how technical analysis informs portfolio construction, relative strength analysis, intermarket views, risk management, and the discipline of knowing when to sell.

From long-only to long/short mandates, and from traditional models to code-driven strategies, this session offers real-world insight into how institutional managers navigate global inflection points.

➡️𝗪𝗮𝘁𝗰𝗵 𝘁𝗵𝗲 𝗳𝘂𝗹𝗹 𝗽𝗿𝗲𝘀𝗲𝗻𝘁𝗮𝘁𝗶𝗼𝗻 𝗮𝘁: https://vist.ly/55h5s

Technical analysis at the institutional level is more than signals and patterns — it is a structured decision-making framework.

👉In this fireside chat, 𝗝𝗼𝗵𝗻 𝗞𝗼𝗹𝗼𝘃𝗼𝘀, 𝗖𝗠𝗧, President of the CMT Association, leads a candid discussion with 𝗩𝗲𝗿𝗻𝗼𝗻 𝗕𝗶𝗰𝗲 (Lord Abbett) and 𝗙𝗿𝗮𝗻𝗸 𝗧𝗲𝗶𝘅𝗲𝗶𝗿𝗮 (former partner at Wellington Management) on how technical analysis informs portfolio construction, relative strength analysis, intermarket views, risk management, and the discipline of knowing when to sell.

From long-only to long/short mandates, and from traditional models to code-driven strategies, this session offers real-world insight into how institutional managers navigate global inflection points.

➡️𝗪𝗮𝘁𝗰𝗵 𝘁𝗵𝗲 𝗳𝘂𝗹𝗹 𝗽𝗿𝗲𝘀𝗲𝗻𝘁𝗮𝘁𝗶𝗼𝗻 𝗮𝘁: https://vist.ly/55h36