FGCU students attend Chartered Market Technician (CMT) conference in Tampa, FL.
FGCU students Cazimy Coulanges, Ryan Edwards, Nicholas Malik and Jordy Fuentes.

FGCU students attend Chartered Market Technician (CMT) conference in Tampa, FL.

It's been a busy week for FGCU students! After attending the CFA Society of Naples Forecast Dinner (featuring keynote speakers Tom Lee of FundStrat and Meghan Shue of Wilmington Trust), several FGCU students then made the 2 1/2 hour drive up to Tampa to attend the CMT Association Midwinter Retreat.

Widely considered the gold standard in technical analysis among industry practitioners, the CMT designation demonstrates that you have mastery of a core body of knowledge of investment risk in portfolio management, including quantitative approaches to market research and rules-based trading system design and testing.

At the conference, students got to meet technical analysis legends Robert J. Farrell and Walter Deemer, sit in on various presentations from current industry practitioners from Piper Sandler, Fidelity, Lowry Research, Macro Risk Advisors, and Kingsview Wealth Management, and learn about new financial product innovations including Target Outcome Return, Levered and Inverse ETFs.

Here's a few quotes from FGCU students about what they learned at the conference.

FGCU student Ryan Edwards said “Going to CMT opened my eyes to new ways to look at how the market operates”.

Nicholas Malik said "The CMT event in Tampa was an amazing experience that gave me insights into how investors could use a blended approach, leveraging the strengths of both fundamental and technical analysis."

Jordy Fuentes really liked this quote from Buff Dormeier, CMT "When markets are up they don't need us, but when markets?are down that is when market technicians become indispensable!"

Cazimy Coulanges said "What I liked most about the event was that the CMT association is like a niche group of family members in the world of finance who are focused on a unique way of investing. At first, market technicians did not really get recognition but individuals like Bob Farrell, John Brooks, Robert Prechter and more made investors and professionals in finance more aware about its prevalence. The Director of the CFA Institute dropped technical analysis from the CFA exams, but after passing the CMT level 1, the Director said that technical?analysis is such a great compliment to fundamental analysis that they would recommend every CFA obtain a CMT charter. This just goes to show how powerful and valuable technical analysis."

Special thanks to Tyler Wood of the CMT for inviting our students to this amazing educational experience.

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"Hey there! ?? Absolutely love seeing your passion shine through! ?? Remember what Steve Jobs said, 'The only way to do great work is to love what you do.' Keep chasing your dreams at #FGCU #CMT!"

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Carla Almeida

Vice President | Private Client Relationship Manager at Citizens Private Client

1 年

Such a wonderful opportunity for these students! Florida Gulf Coast University #Finance #FGCU

Having met the FGCU fund managers at #SMIFC in Chicago last fall, I knew this would be a great fit. Professor Ronald Mushock, CFA brings tears of industry experience to the students and it seems the Florida Gulf Coast University finance program is well rooted in practicum education. Thank you for making the trip up and for the great questions throughout the day!

Travis Jones

Professor of Finance at Florida Gulf Coast University

1 年

This was a great opportunity for our students! Thanks to Ronald Mushock, CFA?for making the drive to Tampa and writing up this post and to Tyler Wood, CMT?for inviting.

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