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Episode 27: Mark Deriet, CMT, CFA

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Manage episode 358815977 series 2846969
Content provided by Tyler Wood and Dave Lundgren, CMT, CFA, Tyler Wood, Dave Lundgren, CMT, and CFA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tyler Wood and Dave Lundgren, CMT, CFA, Tyler Wood, Dave Lundgren, CMT, and CFA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

This month we discuss the rangebound markets and rotational landscape through the lens of technical tools, quantitative screens and multiple timeframes with Institutional Equity Research Analyst, Mark Deriet CMT, CMT.
"Paper > Rocks," stoicism and many many charts await listeners of this March episode of Fill the Gap! Be sure to download the chart-pack from the show notes here: https://cmtassociation.org/podcast/fill-the-gap-episode-twenty-seven-with-mark-deriet-cmt-cfa/
Mark Deriet, CMT, CFA, MA Economics | Analyst, Institutional Equity Research | Quantitative & Technical Analysis | Cormark Securities Inc.

Mark Deriet is the Quantitative and Technical Analyst for Cormark Securities Inc (previously Sprott Securities)., a leading Canadian independent investment dealer. Mark is the recipient of the Brendan Wood TopGun award for Technical Analysis for more than 15 consecutive years.

Mark served over 10 years on the buyside combining both fundamental and quant/technical analysis into his investment process. In this role Mark was able to interface with many technical research analysts incorporating tools and concepts into his top-down approach.

Having earned both the CFA and CMT designations, Mark appreciates the pros and cons of both disciplines. Investing primarily in Europe and emerging markets, Mark developed screening tools to isolate leaders and laggards across the vast array of securities within his mandate.

Over the past 17 years, Mark has served in a sell-side role at Cormark. Representing their first foray into the technical and quantitative research arena. While in his current role at Cormark, Mark developed research products including top-down macro indicators to identify opportunities in sectors, industry groups and among various factors as well as bottom-up stock screens.

When not chasing fresh powder in Whistler, Mark’s next endeavor is to launch a fund based on his proprietary quantitative momentum models later this year.

Education: B.Comm, University of Toronto, 1993; M.A. Economics, University of Ottawa, 1995; Chartered Financial Analyst, Association for Investment Management and Research, 1998; Chartered Market Technician, CMT, 2004.

Experience: In the investment business since 1996; with Sprott Securities, now Cormark since 2006. Previously with Scotia Cassels Investment Counsel since 1999.

Fill the Gap, hosted by David Lundgren, CMT, CFA and Tyler Wood, CMT brings veteran market analysts and money managers onto a monthly podcast.

For complete show notes of every episode, visit: https://cmtassociation.org/development/podcasts/
Give us a shout:
@dlundgren3333 or
https://www.linkedin.com/in/david-lundgren-cmt-cfa-63b73b/
@_TBone_Pickens or
https://www.linkedin.com/in/tyler-wood-cmt-b8b0902/
@CMTAssociation or
https://www.linkedin.com/company/cmtassociation
CMT Association is the global credentialing authority committed to advancing the discipline of technical analysis in the financial services industry. We serve members in over 137 countries. Our mission is to elevate investors mastery and skill in mitigating market risk and maximizing return in capital markets through a rigorous credentialing process, professional ethics, and continuous education. CMT Association formed in the late 1960s with headquarters in lower Manhattan, NY and Mumbai, India.
Learn more at: www.cmtassociation.org

  continue reading

38 episodes

Artwork
iconShare
 
Manage episode 358815977 series 2846969
Content provided by Tyler Wood and Dave Lundgren, CMT, CFA, Tyler Wood, Dave Lundgren, CMT, and CFA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tyler Wood and Dave Lundgren, CMT, CFA, Tyler Wood, Dave Lundgren, CMT, and CFA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

This month we discuss the rangebound markets and rotational landscape through the lens of technical tools, quantitative screens and multiple timeframes with Institutional Equity Research Analyst, Mark Deriet CMT, CMT.
"Paper > Rocks," stoicism and many many charts await listeners of this March episode of Fill the Gap! Be sure to download the chart-pack from the show notes here: https://cmtassociation.org/podcast/fill-the-gap-episode-twenty-seven-with-mark-deriet-cmt-cfa/
Mark Deriet, CMT, CFA, MA Economics | Analyst, Institutional Equity Research | Quantitative & Technical Analysis | Cormark Securities Inc.

Mark Deriet is the Quantitative and Technical Analyst for Cormark Securities Inc (previously Sprott Securities)., a leading Canadian independent investment dealer. Mark is the recipient of the Brendan Wood TopGun award for Technical Analysis for more than 15 consecutive years.

Mark served over 10 years on the buyside combining both fundamental and quant/technical analysis into his investment process. In this role Mark was able to interface with many technical research analysts incorporating tools and concepts into his top-down approach.

Having earned both the CFA and CMT designations, Mark appreciates the pros and cons of both disciplines. Investing primarily in Europe and emerging markets, Mark developed screening tools to isolate leaders and laggards across the vast array of securities within his mandate.

Over the past 17 years, Mark has served in a sell-side role at Cormark. Representing their first foray into the technical and quantitative research arena. While in his current role at Cormark, Mark developed research products including top-down macro indicators to identify opportunities in sectors, industry groups and among various factors as well as bottom-up stock screens.

When not chasing fresh powder in Whistler, Mark’s next endeavor is to launch a fund based on his proprietary quantitative momentum models later this year.

Education: B.Comm, University of Toronto, 1993; M.A. Economics, University of Ottawa, 1995; Chartered Financial Analyst, Association for Investment Management and Research, 1998; Chartered Market Technician, CMT, 2004.

Experience: In the investment business since 1996; with Sprott Securities, now Cormark since 2006. Previously with Scotia Cassels Investment Counsel since 1999.

Fill the Gap, hosted by David Lundgren, CMT, CFA and Tyler Wood, CMT brings veteran market analysts and money managers onto a monthly podcast.

For complete show notes of every episode, visit: https://cmtassociation.org/development/podcasts/
Give us a shout:
@dlundgren3333 or
https://www.linkedin.com/in/david-lundgren-cmt-cfa-63b73b/
@_TBone_Pickens or
https://www.linkedin.com/in/tyler-wood-cmt-b8b0902/
@CMTAssociation or
https://www.linkedin.com/company/cmtassociation
CMT Association is the global credentialing authority committed to advancing the discipline of technical analysis in the financial services industry. We serve members in over 137 countries. Our mission is to elevate investors mastery and skill in mitigating market risk and maximizing return in capital markets through a rigorous credentialing process, professional ethics, and continuous education. CMT Association formed in the late 1960s with headquarters in lower Manhattan, NY and Mumbai, India.
Learn more at: www.cmtassociation.org

  continue reading

38 episodes

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