The CMT Summit Dubai is a leading investment management conference open to practitioners of technical

analysis worldwide. Bringing together hundreds of financial professionals to engage in meaningful

networking, our conference will feature instructive content and idea generation from renowned fund
managers, analysts, and strategists. The CMT Summit is a remarkable exchange of pioneering ideas driving
industry innovation.

CMT Association has hosted inspiring conferences and groundbreaking research for over 50 years. The
Museum of the Future will host over 250 attendees representing Investment Advisors, Hedge Funds, Banks,
Brokers, Prop Traders, and Family Offices. This landmark event marks the beginning of CMT Association’s
strategic development plans for expanding our education and credentialing mission across the GCC region.
The event will showcase the leading regional and global practitioners who have made immense contributions
to the body of work in technical analysis with cutting-edge insights on money management practice, cross-
asset relationships, and next-generation strategy development.

Join us in connecting the world of financial practitioners as we explore global investing in 2024 and beyond.
QUAN T UM LEAP: I nve sting in 2024 and be yond | February 28-29, Dubai, UAE

PRECONFERENCE KICKOFF - WEDNESDAY, FEBRUARY 28TH

LOCATION: D UBAI I NTERNATIONAL FINANCIAL C ENTRE, THE GATE VILLAGE, BUILDING 02 – D UBAI, UAE

GLOBAL MARKETS DISCUSSION & NETWORKING EVENT SPONSORED BY BLOOMBERG

CMT Association & Bloomberg Intelligence cordially invite you to join us on Wednesday, Feb 28th as we convene two panel
discussions of distinguished market-leading technical strategists. Attendees will split up into two auditoriums, and our panels
will each present twice. Join us for a fast-paced discussion exploring the current state of markets to understand risk and
opportunities. Our distinguished panelists will share their views on trend inflections and the outlook for the rest of 2024 on
the investment landscape across the GCC Region, Global Equities, as well as key intermarket forces and cross-asset
relationships.

16:30 - 17:00 Guest Registration, DIFC Academy 2nd Floor

17:00 - 17:05 Welcome Remarks – Tyler Wood, CMT & Joel Pannikot
17:05 -18:00 Market Views Panel Discussions – First Session

Room #1
Panelists: GINA MARTIN ADAMS, CMT, CFA, SHIV SEHGAL, CFA, DR. MOHAMED EL SAIID, CFTE
Moderator: DAVID KELLER, CMT

Room #2
Panelists: GAUTAM SHAH, CMT, SALIH YILMAZ, AMRO ZAKARIA
Moderator: AKSHAY CHINCHALKAR, CMT
18:00 – 18:30 Professional Networking Reception
18:30 -19:30 Market Views Panel Discussions – Second Session
Room #1
Panelists: GAUTAM SHAH, CMT, SALIH YILMAZ, AMRO ZAKARIA
Moderator: DAVID KELLER, CMT

Room #2
Panelists: GINA MARTIN ADAMS, CMT, CFA, SHIV SEHGAL, CFA, DR. MOHAMED EL SAIID, CFTE
Moderator: AKSHAY CHINCHALKAR, CMT

19:30 Event Concludes

Attendees are invited to break out into small groups for dinners amongst the many culinary delights within the DIFC

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QUAN T UM LEAP: I nve sting in 2024 and be yond | February 28-29, Dubai, UAE

This event is not possible without the generous support of our strategic partners:

PLATINUM SPONSORS

GOLD SPONSORS

THANK YOU

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QUAN T UM LEAP: I nve sting in 2024 and be yond | February 28-29, Dubai, UAE

CMT SUMMIT - THURSDAY, FEBRUARY 29TH

8:30 – 9:00 Registration & Refreshments – 3rd Floor Gallery – Museum of the Future

9:00 – 9:10 CM T Summit Opening Address

ANANDA BHAUMIK, CMT & KELLY CORBIERE, CMT, CFA, CPA
9:10 – 10:15 T rading Bands : History and Application
JOHN BOLLINGER, CMT, CFA
Industry leader and indicator innovator John Bollinger, CMT, CFA will dive deep into his understanding and exploration of
price volatility and what shaped John’s understanding of Technical Analysis. Anchoring his observations to the first principal
factors of the market, the diversity of uses and application stem from a common kernel of simplicity. Part history, part survey
of the current scene, and part application, John will explore how the natural laws of freely traded markets offer endless areas
for future exploration and innovation.

10:15 – 11:15 T he T hree Questions Every Inves tor M us t Ans wer

DAVID KELLER, CMT & JULIUS DE KEMPANAER
Anyone focused on the equity markets needs to consider three key questions related to asset allocation, sector rotation, and
security selection. David Keller, CMT, and Julius de Kempenaer of StockCharts will discuss developing a consistent routine to
understand asset allocation, a data visualization strategy to analyze sector rotation, and a disciplined decision-making
process to identify the best individual opportunities. Dave and Julius will show how they are answering these questions
today, and what that suggests for the equity markets in 2024.

11:15 – 11:45 Networking Break – Snacks & Coffee in the 3rd Floor Gallery

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11:45 – 12:45 M anual Art of T echnical Analys is vs. Quant Automation

DAVID COX, CMT, CFA & MATHEW VERDOUW, CMT
It is no small task for a Portfolio Manager (PM) to develop a comprehensive investment process, one that is capable of
integrating top-down market context and environmental changes balanced with bottom-up stock and security decisions, and
yet still consider technological and analytical innovations. How can new ideas be contemplated, and should a discretionary
process be abandoned in favour of an automated one? Or is there a middle ground where technology can be used to
leverage the skill and tools of technical analysis with the experience of the Portfolio Manager?

In this presentation, David will share what he has learned over many years working as a PM, including his routines that
contribute to keeping a #marketpulse and how he uses charts and the tools of technical analysis to manage portfolios in real-
time. Mathew will share the foundations of quantitative analysis and together, David and Mathew will unpack how quant
analysis can be used to confirm and enhance a professional process. Finally, they will answer the question "Can a quant
process replace a Portfolio Manager?"

12:45 – 13:15 AI-Powered T rading: Optimis e your Strategy for Peak Performance
EOGHAN LEAHY, CMT, CAIA
Join Eoghan, CEO of Quant Market Intelligence, for an enlightening discussion on optimizing trading systems using AI. While
Large Language Models (LLMs) like ChatGPT dazzle with their linguistic prowess, they fall short when it comes to financial
market price prediction. Eoghan will unveil a highly effective AI technique—Genetic Algorithms—for fine-tuning investment
strategies to achieve peak performance.

13:15 – 13:30 New Frontiers in Technical Analysis

TYLER WOOD, CMT
CMT Association has been committed to advancing the discipline of Technical Analysis for over 50 years. Tyler will share the
current state of the Association and a roadmap for where the organization is headed.

13:30 – 14:30 Networking Lunch 3rd Floor Gallery

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QUAN T UM LEAP: I nve sting in 2024 and be yond | February 28-29, Dubai, UAE

14:30 – 15:15 The O’Neil Approach to Investing in Growth Stocks

STEVEN BIRCH, GREG JANNETTA & MATHEW COLL, CFA
Based on the foundational principles of the O’Neil Methodology founded by legendary stock speculator William J. O’Neil, you
will gain an understanding of how the O’Neil family businesses leverage the use of fundamental, technical, and quantitative
analysis to help leading institutional managers find outperforming stocks. Steven Birch will provide a synopsis and history of
how Mr. O’Neil was able to apply his studies of the greatest market winners to identify key characteristics of these stocks,
developing his O’Neil Methodology, perfected through over 60 years of supporting institutional investors and refined over
multi-decades of market cycles.

Greg Jannetta of William O’Neil + Company will dive deeper into the O’Neil Methodology. For 60 years, William O’Neil & Co
has provided equity research advisory services to the world’s largest and most sophisticated institutions. Mr. Jannetta will
highlight the approach that the firm takes to apply the O’Neil Methodology to investment ideas and provide insights into how
WON’s systematic approach to investment research helps discover alpha generating ideas for those investors.

Matthew Coll of O’Neil Global Advisors will share how the legacy investment approach and extensive experience of their
global fundamental, quantitative research, and data scientist teams have applied the O’Neil Methodology to help develop
strategies applicable to equity markets. He will share insights into the value of the fundamental and systematic investment
strategies deployed by the firm to help investors meet their goals.

15:15 – 16:15 Technical Analysis of the Current Market Using A Top/Down Approach
HUSSEIN SAYED, CMT, CFA, SUNIL GARG, CMT, GINA MARTIN ADAMS, CMT, CFA
Lead anchor of Bursat Al Alam, Hussein Sayed, will lead a discussion of global equity strategy with two of the most decorated
technical analysts. Sunil Garg and Gina Martin Adams walk attendees through their top/down approach to understand
intermarket influences on equity sector rotation and global equity allocation. Gina and Sunil will discuss how they use
measurements such as breadth and leadership to identify important turning points in the market, but also how factors such
as momentum and relative strength are essential to clients. In that context, attendees will see how institutional money
managers depend on technical analysts for a top-down and bottom-up technical strategy. Our panelists will present a broad
global outlook for 2024 through a moderated discussion of key trends and intermarket perspectives on global investing.

16:15 - 16:30 Networking Break – Snacks & Coffee in the 3rd Floor Gallery

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QUAN T UM LEAP: I nve sting in 2024 and be yond | February 28-29, Dubai, UAE

16:30 – 17:45 Ins titutional Asset Management: T rend-Following Pers pectives

DAVID LUNDGREN, CMT, CFA & FRANK TEIXEIRA, CMT, CFA
This fireside chat will conclude the 2024 CMT Summit with a deep dive and unique perspective on the industry’s use of
technical analysis. Frank Teixeira, CMT, CFA, and David Lundgren, CMT CFA will share insights from decades of institutional
portfolio management experience on how Wall St. utilizes technical analysis to understand market behavior, fund flows,
positioning, price action, and the character and direction of public markets. Moderated by Tyler Wood, CMT, these former
colleagues will explore what it takes to be an effective contrarian investor, how to communicate technical concepts to a
broad audience, and how the discipline has evolved. Stylistically different, both gentlemen continue to thrive through
multiple market cycles. Whether as a systematic or more discretionary portfolio manager, trend-following is at the core of
their investment approach. Attendees will garner evergreen lessons of this “simple but not easy” style of investing.

18:30 – 23:00 Celebration at M i Amie – Rooftop of Jumeirah Emirates T owers – Floor 1

We invite all attendees of the 2024 Summit to join us for dinner, networking, and celebration for the year
ahead. Live theatre meets culinary mastery at the hottest al fresco spot in Dubai. Savour a delectably
crafted menu by Executive Chef Reiner Lupfer, who has curated a tantalizing symphony of flavours that
complement the vibrant spirit of Mi Amie.

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2024 PRESENTERS

GINA MARTIN ADAMS, CMT, CFA – Chief Equity Strategist, Bloomberg Intelligence

Gina Martin Adams, CMT, CFA, is the Global Head of Portfolio Strategy and Chief Equity Strategist for
Bloomberg Intelligence, a unique research platform that provides context on markets, industries,
companies, and government policy, available on the Bloomberg Professional Service at BI.

Gina provides a top-down perspective on the equity market, sectors and industries with a multi-
disciplined approach that utilizes fundamental, quantitative, and technical analysis. She frequently
presents her views at industry conferences, professional associations, and investment organizations,
and has been recognized for portfolio strategy, technical strategy, and economics in Institutional Investors’ All-America
Research survey.

Prior to joining Bloomberg, she was the head of U.S. Equity Strategy for Wells Fargo Securities, where she provided analysis
and investment allocation recommendations for Wells Fargo Securities’ institutional clients. Previously, she was an economist
for Wachovia Bank, and an investment strategy analyst for Evergreen Asset Management.

Mrs. Adams has a Bachelor of Science degree in business administration with concentrations in Finance and Marketing from
the University of Florida. She holds the Chartered Financial Analyst and Chartered Market Technician designations, and is a
member of the CFA Institute, the CMT Association, the CFA Society of New York, the American Association of Professional
Technical Analysts, the Financial Women’s Association, and 100 Women in Finance.

ANANDA BHAUMIK, CTP, CMT – Senior Partner, UCAP HK Asset Management

Ananda Bhaumik is a Senior Partner with UCAP HK Asset Management, a part of the Union Capital Group
of companies with common shareholder interests. The Group has a presence in nine countries and
provides tailor-made investment solutions to individual investors and family offices. The Group
businesses include Banking, Securities Broking, Insurance, Asset Management and Fund Management.

Ananda started as a management trainee with the State Bank of India and his career, which spans over
four decades, can be roughly split into commercial banking including treasury and wealth management.

The first 25 years also includes a stint with Indorama Ventures, one of the world’s leading petrochemicals producers. Of the
more than 20 years in wealth management, the last 17 were spent with BNP Paribas and Pictet & Cie in Hong Kong as
Managing Director and Senior Private Banker. Ananda became a CMT charter holder in 2017 but has been practicing TA since
1986. He is also a CTP since 2000 (Certified Treasury Professional, Association for Finance Professionals). Ananda holds a
Bachelor of Science degree with Honours in Chemistry (First Class) from Gauhati University (1975).

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STEVEN BIRCH – CEO of William O’Neil + Co.

Mr. Birch began his Wall Street career 40 years ago as an analyst in RBC Dominion Securities' Trend &
Cycle department, working alongside the late Ian Notley. He played a pivotal role in the early
development of the Trend & Cycle's Autographix™ online charting system. This system gained
popularity for its incorporation of the Coppock Curve and Trend Phase Longevity (TPL) values, aiding
investors in identifying major market cycles. Additionally, Mr. Birch honed his expertise as a
fundamental commodities analyst with Fundamental Trading Corp and Commodities Corp.

Nearly three decades ago, he moved to Los Angeles to work as a fundamental research analyst under the late William J.
O'Neil. As the Chief Executive Officer of William O'Neil + Company, Mr. Birch was instrumental in the evolution of Daily
Graphs™ into MarketSmith™, the transformation of WONDA™ into PANARAY™, as well as the globalization of the O'Neil
database and methodology.

Presently, Mr. Birch holds the positions of Chief Executive Officer and Chief Investment Officer at O'Neil Global Advisors. He
directs a global team of Factor Researchers, Data Scientists, Quantitative Analysts, and Portfolio Managers. Together, they
pursue a multi-disciplinary approach to investment strategies that synergize fundamental, technical, and quantitative analysis
by blending Human Intelligence with techniques of Artificial Intelligence.

JOHN BOLLINGER, CMT, CFA – Founder, Bollinger Capital Management

John Bollinger, CFA, CMT, is the president and founder of Bollinger Capital Management, Inc., an
investment management company that provides technically driven money management services and
develops proprietary research for institutions and individuals.

He is probably best known for his Bollinger Bands, which he developed in the early 1980s. Traders and
investors worldwide use Bollinger Bands to assess expected price action in the financial markets, and
the bands are featured on most financial charting software and websites. His book Bollinger on Bollinger Bands was
published by McGraw-Hill in 2001 and has been translated into twelve languages.

Mr. Bollinger is the recipient of the Technical Securities Analysts Association of San Francisco Lifetime Award for Outstanding
Achievement in Technical Analysis, the 2005 CMT Association Annual Award for Outstanding Contribution to the Field of
Technical Analysis, and the IFTA 2015 Lifetime Achievement Award.

AKSHAY CHINCHALKAR, CMT, EPAT – Cross Asset Editor at Bloomberg News

Akshay Chinchalkar, CMT, EPAT is a Cross Asset Editor at Bloomberg. In his current role, he works very
closely with both the South Asia and the global Editorial teams in publishing cross market content
available to more than 300K terminal and non-terminal subscribers.

Akshay has over 16 years of experience in derivatives trading and technical/quantitative research, with
roles spanning sellside firms and the last 12 years at Bloomberg. He started his career as a commodity
futures trader and graduated to trading equity derivatives on a proprietary desk before heading derivatives research at one
of the largest domestic sellside firms.

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Akshay’s Bloomberg career began in 2009 as a Sales Specialist where he was assigned the responsibility of managing large
sellside accounts and doubling up as a data visualization/technical research specialist. A year down, Akshay became the
Market Specialist for Technical Research, with coverage spanning the largest sellsides, buyside institutions and central banks
spread over South Asia, the Middle East and parts of South East Asia. In this assignment, he was able to collaborate with
internal stakeholders in expanding the Bloomberg franchise within the prospect community and entrenching the existing
terminal community by moving the needle further away from our closest competitors.

After spending 8 years as a Market Specialist, Akshay joined the Workflow Specialists team, where he was responsible for
Corporate workflows. In this role, Akshay assumed responsibility for assisting small, midsize and large corporations in South
Asia to enhance their existing workflows using Bloomberg’s Core terminal and non-terminal, ancillary suite of solutions.
These solutions and support spanned across both Treasury and Non-Treasury areas.

With FX execution becoming a core strategy for Bloomberg in 2020, Akshay moved to the Electronic Trading Specialists
group, with an objective of demonstrating to both liquidity takers and makers that execution efficiencies can be achieved via
Bloomberg’s suite of FX execution solutions. This was a very successful stint, with the number of takers and makers on
Bloomberg and executed volumes increasing – essentially facilitating the expansion of the community.

Effective July ’21, with his new role within the Bloomberg Editorial world, Akshay’s day job pivots around closely monitoring
market undercurrents across the Rates, Equities, Commodities, Crypto, Credit and FX worlds to generate insights based on
visualization techniques and quant powered data analysis.

Akshay is an MSc in Accounting and Finance from the London School of Economics and Political Science, a CMT
Charterholder, Mumbai Chapter Chair and Global Board Member of the CMT Association and an FRM L2 candidate.

MATTHEW COLL, CFA – Head of Business Development and Investor Relations at O’Neil Global Advisors

Matthew Coll is Head of Business Development and Investor Relations at O’Neil Global Advisors, an SEC
Registered Investment Adviser. He helps shape the company’s overall business strategy, develops
investment strategies for the institutional market, and manages its relationships with clients, prospects,
and investment consultants.

Mr. Coll is an industry veteran with over 25 years’ experience in asset management. Most recently, he
ran Business Development & Consultant Relations, and then served as Head of Global Partnerships and Marketing at
Arrowstreet Capital, where assets under management more than doubled during his tenure. His previous roles include
Partner at Westfield Capital Management, where he was responsible for business development, consultant relations,
relationship management, and strategic planning.

He started in asset management with Wellington Management in London and Boston, where he was responsible for hedge
fund and institutional investor relations, oversaw the offshore funds business unit and served on the London Management
Committee.

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KELLY CORBIERE, CMT, CFA, CFP– Senior VP and Portfolio Manager at Broadway Bank

Kelly Corbiere, CFA, CMT, CFP is a Senior VP and Portfolio Manager at Broadway Bank. She has over 25
years of experience in financial services. Prior to joining Broadway Bank as a Portfolio Manager, she
worked as a global equity analyst and prior to that she was an investment manager in a wealth
management group for a major U.S. bank. She spent the early part of her career in fixed income.

Kelly holds both a Bachelor of Business Administration in Finance and a Bachelor of Arts in Language and
International Trade from Eastern Michigan University. She has a Master of International Management with a
concentration in Finance from Thunderbird School of Global Management and is currently pursuing a PhD in International
Development through the University of Southern Mississippi. She holds a Post-Graduate Certificate of Accounting from
Simpson College and is also a graduate of Texas Trust Schools. Her experience in academia also includes teaching finance and
investments courses as an adjunct instructor. In addition, she is currently working on a PhD dissertation in International
Economics.

Kelly has served as the Chair of the CFA Societies of Texas (which has over 3,000 members) and is an active board member of
several other professional and charitable boards. She is also a Rotarian, an avid volunteer, and a frequent host parent to
exchange students from around the world. Kelly has earned both the Chartered Financial Analyst (CFA) and Chartered Market
Technician (CMT) designations and is also a CERTIFIED FINANCIAL PLANNER ™ professional. She has completed everything
except the experience requirement toward the Certified Public Accountant (CPA) designation. Kelly speaks Spanish fluently,
as well as some Danish and French.

DAVID COX, CMT, CFA, FCSI, FMA, BMATH – Senior Portfolio Manager, Raymond James

David Cox is a Senior Portfolio Manager at “Financially INsync” at Raymond James Ltd. in Waterloo,
Ontario, Canada. He believes technical analysis is essential to making rational investment decisions,
and manages assets using fundamentally screened, yet technically driven trend following and swing
trading techniques to manage risk and opportunity in client portfolios. He is licensed in both Canada
and by FINRA in the U.S. and serves clients in North America (and beyond).

David is a well-known presenter on technical analysis, is very active on Twitter @DavidCoxRJ and produces a weekly webinar
called “Where Do We (Investors) Stand?”. He is highly recommended by the Chartered Market Technician Association to
which he belongs. David is one of the few dual holders, globally, of both the Chartered Market Technician (CMT) and the
Chartered Financial Analyst (CFA) designations. He also has a Bachelor of Mathematics from the University of Waterloo.

Outside of the office, he enjoys running, travelling, listening to and playing music, and is currently learning Spanish.

SUNIL GARG, CMT – Group Head, Research and Investments, Lighthouse-Canton

Sunil Garg has been in the markets business for over 25 years, including 16 years at J.P. Morgan (Head
of International Equity Research) and is currently Group Head, Research and Investments at
Lighthouse-Canton. Responsible for large complex businesses across developed and emerging
markets, Sunil has been a top-rated banks analyst and a practicing technical analyst. Sunil has an MBA
from the Indian Institute of Management and is a CMT since 2012.

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GREGORY JANNETTA – Chief Executive Officer at William O’Neil Securities

Gregory Jannetta is Chief Executive Officer of William O’Neil + Company, an SEC Registered Investment
Adviser serving many of the world’s top-performing institutional portfolio managers. He also serves as
Chief Executive Officer of William O’Neil Securities, Inc., a broker-dealer servicing top institutional
asset managers.

He is focused on leveraging the unique capabilities of the O’Neil Methodology to help clients find
outperforming stocks. The differentiated approach and findings of the O’Neil Methodology are presented in the research
published regularly from William O’Neil + Company, which can be found in their premier investment research platform
PANARAY®. He leads a company with a 60+ year legacy of blending fundamental, quantitative, and technical analysis to help
global institutional clients meet their investment objectives.

Mr. Jannetta has more than 20 years of institutional sales experience, having held senior executive positions in managing
sales teams for Janney Capital Markets, Macquarie Capital, and UBS Investment Bank. Previously, he achieved top research
sales rankings while working at Credit Suisse. Mr. Jannetta began his Wall Street career at Sanford C. Bernstein selling equity
research.

DAVID KELLER, CMT – Chief Market Strategist, StockCharts.com

David Keller, CMT is Chief Market Strategist at StockCharts.com, where he helps investors minimize
behavioral biases through technical analysis. He is the host of The Final Bar, the daily closing bell
show on StockCharts TV, and he relates mindfulness techniques to investor decision making in his
blog, The Mindful Investor.

David is also President and Chief Strategist at Sierra Alpha Research LLC, a boutique investment
research and consulting firm focused on managing risk through market awareness. He combines the strengths of technical
analysis, behavioral finance, and data visualization to identify investment opportunities and enrich relationships between
advisors and clients. David’s Market Misbehavior YouTube channel explores the intersection between behavioral psychology
and the financial markets.

David was previously a Managing Director of Research for Fidelity Investments in Boston, where he managed the Technical
Research Department as well as the legendary Fidelity Chart Room. He also co-managed the Business Associate Program, a
rotational program for recent undergraduates.

A Past President of the Chartered Market Technician (CMT) Association, David currently serves on the CMT Curriculum and
Test Committee. He is also a member of the Technical Securities Analysts Association San Francisco and the International
Federation of Technical Analysts. He has lectured on technical analysis and behavioral finance as an Adjunct Professor at the
Brandeis University International Business School in Waltham, MA.

David was formerly a Technical Analysis Application Specialist with Bloomberg LP in New York and was a regular contributor
to Bloomberg Markets magazine. He is editor of the book Breakthroughs in Technical Analysis: New Thinking from the
World's Top Minds, published in 2007 by Bloomberg Press.

David is a classically trained musician and student pilot, and resides in Duvall, WA with his wife and two children. He received
degrees in Music and Psychology from The Ohio State University.

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JULIUS DE KEMPENAER – Founder & Director, RRG Research

Julius de Kempenaer, Founder & Director, RRG Research & Sr. Technical Analyst at Stockcharts.com

Julius de Kempenaer is the creator of Relative Rotation Graphs®, which have been available on
Bloomberg since January 2011 under the mnemonic RRG<GO>.

He is the Founder and Director of RRG Research and based in Amsterdam, the Netherlands. He also
works in a Sr Technical Analyst role at Stockcharts.com.

His focus on growth of RRG Research is primarily through partnerships with professional data vendors
and software developers to make RRGs® available to a wider audience and provide relative strength based
research to professional investors and professional entities (websites, brokers, asset managers, etc.) that serve retail clients.

RRGs are currently available on the BLOOMBERG professional and REFINITIV Eikon terminals, StockCharts.com, OPTUMA
software, EJFQ.com (investor portal of the Hong Kong Economic Journal), and for a select group of State Street SPDRS in the
BeNeLux.

Julius completed his studies in economics at the Royal Military Academy in Breda (1986). After several postings in officer
ranks in the Dutch royal air force, he moved to the financial sector in 1990, initially as a portfolio manager for Equity & Law
Life Assurance (now AXA). Most of his experience he gained as a technical and quantitative analyst at the Robeco Group,
Rabobank International, and Kempen & Co.

He is a regular speaker at international conferences, and has multiple appearances on CNBC, Bloomberg Television and IG TV.
and he has written many articles on technical analysis including the RRG-blog on Stockcharts.com since July 2014. In addition
to that, since 1 October, he is the host of Sector SpotLight, a weekly LIVE show on Stockcharts.TV with updates on sector
rotation and anything remotely connected to relative strength and/or rotational analysis.

BILL KELLEHER, CMT, CFA – Deputy CIO, ETF Concepts LLC

Bill Kelleher recently completed 4 years as Co-Chief Investment officer of the ETFC Multi-Strategy Quant
Fund. The Connecticut-headquartered firm partnered with two family offices to manage a systematic
hedge fund utilizing proprietary algorithms. The fund captured alpha over multiple timeframes during
its eight-year track record. Bill is actively exploring options to deploy the algorithms and timing signals
with ETFConcepts to other investment products and partners.

Mr. Kelleher began his career in financial services as a specialist and market maker on the Boston Stock
Exchange for Morgan Stanley. In addition to his professional experience, Mr. Kelleher serves as a
Director on the Board of the CMT Association. Bill has produced nine successful global conferences for
CMT Association which articulated the theme for a portfolio of global events each year. Mr. Kelleher is a
Chartered Financial Analyst (CFA) and Chartered Market Technician (CMT). He earned his B.A. in Political Science from
Dartmouth College, where he also played four years of Division I hockey. Bill played two years of hockey in the European Elite
professional leagues before joining Morgan Stanley in 1997.

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QUAN T UM LEAP: I nve sting in 2024 and be yond | February 28-29, Dubai, UAE

ALVIN KRESSLER - Executive Director, CMT Association.

Alvin Kressler is Executive Director & CEO of the CMT Association. Alvin was previously Director of
Research and Corporate Access at Bloomberg Tradebook. Before joining Bloomberg, he was the
Executive Director of The New York Society of Security Analysts (NYSSA). At over 10,500 members, NYSSA
is the largest CFA Institute Member Society. Before joining NYSSA, Alvin was a Senior Analyst and Product
Manager at a number of brokerage and investment firms.

Preceding his work in the financial services industry, he was an officer in the U.S. Army, serving first as an
armor officer in Germany and in Operations Desert Shield and Desert Storm, and then as a finance officer in Germany. Alvin
received his MBA from the University of Chicago and a BS from Drexel University.

EOGHAN LEAHY, CMT, CAIA - CEO at Quant Market Intelligence™

Eoghan Leahy is a CEO, author, and speaker with over 18 years of experience in quantitative technical
analysis, algorithmic trading, and cryptocurrency investment. He leads Quant Market Intelligence Ltd., a
fintech company that develops and licenses innovative trading algorithms and research for digital assets.

Previously working as a quant strategy and digital asset product specialist at Bloomberg LP, Eoghan helped
Bloomberg become the top-rated platform for data visualization and technical analysis. He created and
edited a popular Bloomberg publication, "The Quarterly - Global Cross Asset Overview" which won several
industry awards.

From 2016 to 2018 Eoghan delivered the first series of cryptocurrency seminars in the EMEA region for Bloomberg clients.
He also collaborated internally on the early phases of BloombergGPT.

He holds a BASc in Economics from University College Dublin, A Master’s degree in International Business from the UCD
Smurfit Business School, and an MSc in High Performance Computing from Trinity College Dublin.

Eoghan was awarded professional charters in Alternative Asset Investing in (CAIA) and Technical Analysis (CMT, CFTe). He
also volunteers as the acting chair of the UAE Chartered Market Technicians (CMT) Association.

DAVID LUNDGREN, CMT, CFA - Portfolio Manager, LHA MOTR Long Short Fund, LP &
Founder, Chief Strategist, MOTR Capital Management & Research, Inc.

Dave Lundgren, CMT, CFA is a 30-year investment industry veteran, with a focus on technical analysis
strategies, particularly momentum and trend following.

He has held both analyst and portfolio manager positions at several major investment firms, including
Wellington Management, Fidelity Investments, and Thomson Financial. In addition, David has started
several research and investment firms, including Lundgren Financial Services, Breakaway Research, and
hedge fund Lyceum Capital.

David also taught a graduate level Technical Analysis course at Brandeis International Business School, in Waltham, Ma.,
where he was honored to receive the 2015 Excellence in Teaching Award in his first year. David is a Chartered Financial
Analyst (CFA), and a member of the CFA Institute. He is also a Chartered Market Technician (CMT) and serves on the CMT
Association’s board of directors. He recently launched the “Fill the Gap” podcast for the CMT Association.

David graduated with high honors from Babson College (1988), with a degree in finance and investments.

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QUAN T UM LEAP: I nve sting in 2024 and be yond | February 28-29, Dubai, UAE

VISHAL MEHTA, CMT – Founder, Marketscanner.in

Vishal Mehta is an independent trader and the founder of marketscanner.in. He previously ran
Proposition Sales for Buyside and was the Charts Advocate for Refinitiv (previously Thomson Reuters)
India. He has worked with financial information providers such as Bloomberg, Spider Software, Reliable
Software, 63moon technologies formerly known as Financial Technology Group and others. His focus in
all these organisations has mainly been on charting and technical analysis tools.

Vishal has been instrumental in increasing awareness about Technical Analysis across South Asia. He has
trained Central banks in India, Nepal, Sri Lanka, Maldives, as well as at Buy side, Banks & Corporations. He is mainly a system
trader and focuses on Mean Reversion Trading Systems with Money management.

SHIV SEHGAL, CFA – President and Co-Head of the Institutional Clients Group, Nuvama

Shiv Sehgal is President and Co-Head of the Institutional Clients Group, Edelweiss Global Investment
Advisors. In this role, Shiv provides leadership to one of India’s largest equity franchises and is
responsible for the Capital Market businesses which includes Institutional Equities (covering sales,
research and trading) and Asset Services.

Shiv has worked in the investment management and financial services industry for close to two decades,
the majority of which has been in emerging market funds in the pan-Asia markets. Prior to his current
role, Shiv led the Goldman Sachs Institutional Sales Trading, Equity Capital Markets business in India, responsible for the
firm’s franchise relationships. Shiv was also appointed to the Goldman Sachs India board to oversee day to day operations
and provide executive leadership on various firm committees. Before joining Goldman Sachs, India, Shiv was CEO of Artha
Capital, Singapore.

Shiv has extensive experience of working in long-short emerging market hedge funds in Sydney and Singapore. He is a
Chartered Financial Analyst from the CFA Institute, USA and holds a Masters in Banking and Finance from Griffith University,
Brisbane.

GAUTAM SHAH, CMT, CFTE, MSTA – Founder & Chief Strategist at Goldilocks Premium Research

Gautam Shah, CMT, CFTe, MSTA is the Founder and Chief Strategist at Goldilocks Premium Research. Prior
to venturing out on his own, he was the Director and Chief Technical Analyst at one of India’s largest
financial services firms for over 15 years.

He holds multiple qualifications in the field of technical research, namely CMT, CFTe and MSTA with
Distinction. He was awarded India’s best Technical Analyst for equities by the leading Indian business
channel, Zee Business. He is also a popular face on digital and broadcast television, having done over 500 interviews with
business channels like CNBC, ET Now, Zee Business etc.

Shah has been a keynote speaker at various events around the globe. Recently, he and his firm were named winners at the
Technical Analyst Awards declared in London. Shah and the firm won in three categories: Technical Analyst of The Year, Best
Emerging Markets Research, and Best Specialist Research.

C MT A SSOCIA TI ON | 1 15 Br oadway, 7 t h Fl , N ew Y or k, NY 100 06 | www. cm ta ssocia tion. org |

QUAN T UM LEAP: I nve sting in 2024 and be yond | February 28-29, Dubai, UAE

DR. MOHAMED EL SAIID, CFTE, MFTA, DBA – ED, Head of Technical Analysis, HC Brokerage

Dr. El Saiid is currently an Executive Director and Head of the Technical Analysis department at HC
Brokerage (HCB), Cairo, Egypt. He started his career working for Momentum Wavers, Ltd., a Middle
East Technical Analysis firm (2001-2004). He joined HCB as an Associate/Lead Technical Analyst
(2004-2006). Later he joined Unifund, a Geneva-based global private fund (2006-2007) as a Chief
Technical Strategist/Co-Fund Manager to Middle East Investments. Dr. El Saiid holds an MBA as well
as a DBA in Finance. Dr. El Saiid previously held several prominent positions including President of
the International Federation of Technical Analysts (IFTA), Chairman of the Egyptian Society of
Technical Analysts (ESTA), and ESTA Head of Education Committee. Dr. El Saiid authored several TA-
related articles and developed several indicators including the Volatility-Based Envelopes (VBE), the
Implied Volatility Projection Range (IVPR) and Relative Performance Candlestick Charts (RPCC).

HUSSEIN SAYED, CMT, CFA – Anchor, CMT Arabia

Hussein Sayed hosts the popular evening business show on CNBC Arabia, Bursat Al Alam. He covers the
most critical business and market news, providing insight to traders to assist them in their investment
decisions. Covering all significant headlines from Asian to US markets, including analysis of Equities,
Commodities, Fixed Income, and Currencies, he has interviewed many influential industry leaders
and decision-makers in the Arab and international business world. Hussein has contributed to over
one hundred conferences in the Middle East, Asia, Europe, and the US as chairperson, moderator,
and speaker.

Prior to his current role, Hussein spent over 20 years working in the finance sector as a strategist,
analyst, and trader in equities, credit, and foreign exchange markets. He uses his knowledge of financial tools and strategies
such as valuation modeling, fundamental and technical analysis to highlight and evaluate market trends and opportunities.
Hussein is frequently quoted in leading media outlets such as FT, Bloomberg, Reuters, Forbes Middle East, AFP, The
Telegraph, and MarketWatch. In addition, he has regular contributions to The National and Khaleej Times.

Hussein completed all three levels of the Chartered Market Technician Program and recently became a CMT Charterholder.
He is also a Chartered Financial Analyst and a member of the CFA Emirates.

FRANK TEIXEIRA, CMT, CFA - CEO, Teixeira Partners

Frank Teixeira served as a Partner, Portfolio Manager, and Director of Technical Research for Wellington
Management in Boston, Massachusetts, for more than 20 years. After retiring from Wellington in 2018,
Frank continued his investing passion as the managing partner of Teixeira Partners, a family office &
research boutique. Frank also spends much of his time on several businesses in the hospitality segment
featuring sports, amusements, and food & beverage. Prior to joining Wellington Management in 1997,
Mr. Teixeira was a market analyst at Merrill Lynch (1991-1997) where he worked under the legendary
Bob Farrell after starting his career on Wall Street as a compliance examiner for the New York Stock
Exchange (1989-1991).

Frank’s price-based approach is built on bottom-up stock level chart analysis, combined with some top-down market
indicators. His technical preference is to focus on stocks/industries/sectors that are trending and outperforming.

He received his M.B.A. in finance from Hofstra University (1998) and his B.S. in finance from St. John’s University (1989). Mr.
Teixeira holds both the Chartered Market Technician (CMT) and the Chartered Financial Analyst (CFA) designations. He is a
member of the CFA Institute, the Chartered Market Technician Association, and the Boston Security Analysts Society.

C MT A SSOCIA TI ON | 1 15 Br oadway, 7 t h Fl , N ew Y or k, NY 100 06 | www. cm ta ssocia tion. org |

QUAN T UM LEAP: I nve sting in 2024 and be yond | February 28-29, Dubai, UAE

TYLER WOOD, CMT – Managing Director, CMT Association

Tyler Wood, CMT serves as Managing Director of CMT Association with the aim of elevating investors’
mastery and skill in mitigating market risk and maximizing return in capital markets through a rigorous
credentialing process, professional ethics, and continuous education. He is a seasoned business
executive focused on educational technology for the financial services industry. Since 2011, Tyler has
presented the tools of technical analysis around the world to investment firms, regulators, university
students, and broker-dealers.

Tyler is a familiar voice to many as the co-host of Fill the Gap: the official podcast of the CMT
Association and a regular guest in University classrooms through the Academic Partner Program. Tyler is
also the co-founder of GoNoGo Charts, a data visualization tool that simplifies market analysis to remove emotional bias from
investment decisions.

Prior to joining the CMT Association, Tyler worked in management consulting and publishing. As an executive manager over
the past 20 years, he has managed product, brand communications, and sales teams to drive top-line revenue growth for
public, private, and non-profit entities.

When he is not immersed in markets, Tyler is hiking the Adirondacks with his family or playing percussion for various bands
along the east coast. Tyler graduated from Macalester College and received his MBA from the Kelley School of Business at
Indiana University.

MATHEW VERDOUW, CMT, CFTe – CEO, Optuma

As the founder and CEO of Market Analyst (1996) and Optuma (2019), Mathew has been working in the
field of Technical Analysis for over 27 years. His inquisitive nature, engineering background, and passion
for helping people led Mathew to build one of the world’s leading Technical Analysis applications with
sales to tens of thousands of clients all over the world. His clients range from Private Traders to Analysts
and Portfolio Managers. Since 2019, Mathew, and the team at Optuma, have been building a new quant-
based engine designed to help Technical Analysts embed quant into their daily process. Mathew also
teaches the CMT curriculum to hundreds of candidates each year and has presented at numerous CMT, STA, & IFTA events
around the world.

AMRO ZAKARIA ABDU – CEO at MADARIK Ventures | Certified Global Markets Professional
With a wealth of expertise spanning over two decades in the global financial markets, I am a seasoned
financial services industry strategist and a certified commodity trader.

Embracing the clarion call of COP28, global political and business leaders unite in a resounding
commitment to address the urgent climate agenda. As the Director for the Middle East and Africa
region at Kyoto Network, I aim to contribute to the collective effort for a sustainable and resilient world.

My mission is clear — to assist nations and corporations in formulating and refining their climate strategies. Together, we aim
to unlock the hidden wealth and myriad benefits embedded in the transition toward a net-zero future.

In 2019, I founded MADARIK Ventures, a specialized company focused on developing and financing projects aligned with the
United Nations' 17 SDGs. Our primary focus areas include ESG-compliant projects, renewable energy, commodities, food
security, and financial inclusion solutions. Our mission is to drive positive social and environmental impact through innovative
and sustainable investments.

Additionally, I am a co-founder of Market Trader Academy, an esteemed educational institute headquartered in New York.
We offer comprehensive training and advisory services to both individuals and institutions on various aspects of the global
financial markets, financial analysis, and blockchain and fintech.

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QUAN T UM LEAP: I nve sting in 2024 and be yond | February 28-29, Dubai, UAE

I take great pride in cultivating partnerships with universities worldwide, collaboratively developing academic programs that
bridge the gap between theoretical knowledge and practical industry insights.

As a sought-after guest speaker and media commentator, I frequently share my insights on global financial markets, fintech,
blockchain, and emerging economic trends. My articles have been featured in prestigious publications such as Newsweek,
Forbes, and Investors Magazine.

Beyond my professional affiliations, I actively serve as an advisor to multiple financial exchanges, brokerage firms, and fintech
startups, further cementing my commitment to empowering stakeholders to engage more effectively with the dynamic
world of finance.

DON’T DELAY – REGISTER TODAY

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