Nov 9 2010 5:30PM

Networking & Cash Bar

Nov 9 2010 6:00PM

Dinner & Program

In 2006, the SEC recognized the Chartered Market Technician exam as an alternative route for obtaining research analyst licensing, matching the recognition given to the CFA exam. The 2011 CFA exam study materials include a new reading on technical analysis. Our November speaker was part of the team which presented to regulators to gain the SEC CMT recognition, and co-authored the CFA exam reading on technical analysis. He will provide a brief intro to the history and theory of technical analysis and then provide an overview of how the markets currently look from a technical perspective. This event is co-hosted by the Tampa/St. Pete chapter of the Market Technicians Association, who will provide information on their CMT exam to those who want to gain a full understanding of the field. Thomson Reuters' Metastock business will provide free copies of their leading technical analysis software.

Barry M. Sine is the Managing Director of Equity Research at Drexel Hamilton, LLC, Research Division. He focuses on technical analysis and telecommunications services. Prior to this, he was the Director of Research and Senior Media and Communications Analyst at CapStone Investments, where he started and built the equity research practice. Previously, Mr. Sine was an Analyst at Oppenheimer & Co. Inc., Research Division. He has also held positions with JP Morgan, Prudential Securities, TD Newcrest Capital Inc., Research Division, HD Brous & Co., Inc., Research Division, UBS Investment Bank, Research Division and Kaufman Bros., L.P., Research Division. He previously managed start-up research operations for Kaufman Bros, and worked at some of the leading US investment banks.

Mr. Sine is a former Director and Secretary of the New York Society of Security Analysts. He is a lecturer at Florida International University. Formerly, Mr. Sine was a Director at the Market Technicians Association. He founded and was the first Director of the CMT Institute. Mr. Sine has been frequently a top-ranked analyst in The Wall Street Journal Best on the Street analyst rankings. He has been ranked a top analyst by the financial press several times throughout the past decade. He is the recipient of the Chartered Financial Analyst (CFA) and Chartered Market Technician (CMT) award designations and holds the FINRA series 7, 16, 24, 63, 86 and 87 licenses.

Mr. Sine holds an M.B.A. in Finance and International Business from New York University’s Stern School of Business and a Bachelor’s Degree in Finance and Economics from Fairleigh Dickinson University.