June 23: MTA NY Meeting

MTA New York Chapter Meeting
June 23, 2014
Featuring Barry Ritholtz
presented by Bloomberg L.P.

The New York Chapter of the MTA invites you to our next chapter meeting on Monday, June 23, 2014.

We are honored to have Barry Ritholtz, founder and chief investment officer of Ritholtz Wealth Management and author of Bailout Nation, present his work on market psychology and sentiment analysis. The event will be hosted by Bloomberg L.P.

Registration for this event is open to members of the MTA and Bloomberg users, however, we encourage you to bring clients or colleagues interested in technical analysis to this presentation.

Complete event details are listed below. We hope to see you there!

Steve Suttmeier, CFA, CMT
JC Parets, CMT
Dan Russo, CMT

New York Chapter Co-Chairs


Date: June 23, 2014


5:30pm: Registration/Introduction

6:00pm: Presentation by Barry Ritholtz

Topic: “This Is Your Brain On Stocks”

Speaker: Barry Ritholtz, founder and chief investment officer of Ritholtz Wealth Management

Barry Ritholtz is the founder and chief investment officer of Ritholtz Wealth Management. Launched in 2013, RWM is a financial planning and asset management firm, with $163 million in assets. The firm offers a variety of services to the investing public.

Mr. Ritholtz was named one of the “15 Most Important Economic Journalists” in the United States, and has been called one of The 25 Most Dangerous People in Financial Media. He writes a daily column for Bloomberg View and a twice monthly column on Personal Finance and Investing for The Washington Post; He was previously the author of the popular “Apprenticed Investor” columns at TheStreet.com.

One of the few strategists who saw the the coming housing implosion and derivative mess far in advance, Ritholtz issued warnings about the market collapse and recession in time for his clients and readers to seek safe harbor. Dow Jones Market Talk noted that “many market observers predict tops and bottoms, but few successfully get their timing right. Jeremy Grantham and Barry Ritholtz sit in the latter category…” (A summary of major market calls can be found here). His observations are unique in that they are the result of both quantitative data AND behavioral economics.

Mr. Ritholtz is a frequent commentator on economics and financial markets, and has appeared as a regular guest in most major media outlets.* He has been profiled in the Wall Street Journal’s Quite Contrary column (August 3, 2004; Page C3), and was the subject of several Barron’s interviews (December 8, 2008 and October 26, 2010). Ritholtz was honored to be the dedicatee of Stock Trader’s Almanac‘s 40th Anniversary edition in 2007 and the Yahoo Tech Ticker’s Guest of the Year in 2009.


Bloomberg L.P.
731 Lexington Avenue
New York, NY 10022

Cost: Registration is free for members and non-members.

This chapter meeting qualifies for 3 Continuing Education (CE) credits.

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