Northern California Chapter Meeting featuring Gina Martin Adams, CMT, CFA & Matt Connorton

January 18, 2019 @ 8:30 am – 11:30 am
Pier 3
The Embarcadero
San Francisco

The Northern California Chapter of the CMT Association invites you to a Bloomberg event on Friday, January 18, 2019.  We are pleased to be joining Bloomberg for an exclusive morning seminar and 2019 market outlook featuring Bloomberg Intelligence Chief U.S. Equity Strategist Gina Martin Adams and Equity Market Specialist Matt Connorton.

Gina will kick off the morning with her 2019 Market Outlook and an overview of critical themes and trends for Equity market investments.

Matt will provide an overview of equity buyside workflow, and how to identify both opportunities and risks within an investment strategy. Resources that will be leveraged include factor analysis, screening, backtesting, and portfolio optimization.

We look forward to seeing you there!  Seats are limited, please register as soon as possible!

Rick Lehman
Rick Leonhardt, CMT
Northern California
Chapter Chairs

January 18, 2019

8:30AM – 9:00AM
Registration, Coffee, & Breakfast

9:00AM – 9:45AM
2019 Market Outlook
Gina Martin Adams, Bloomberg Intelligence, Chief U.S. Equity Strategist

Gina will lead an exclusive 2019 Factor Outlook and highlight of critical themes and trends for U.S. Equity market investments.
Bloomberg’s Independent Research dashboard features research on industries, companies and expert topics from Bloomberg Analysts with an average of 17 years experience. The platform delivers key data covering aggregated earnings, valuation ratios and pricing data, as well as interactive fair-value models and sector reviews.

9:45AM – 10:15AM
Equity Factors and Idea Generation
Matt Connorton, Equity Market Specialist

Matt will begin with an overview about how to answer the question “What factors should I watch?” and guide attendees through identifying which factors are systematically rewarded across segments of the equity market. He will then review how screening and backtesting can be used to further optimize those attributes within the context of an investment strategy.

10:15AM – 10:45AM
Portfolio and Risk
Matt Connorton, Equity Market Specialist

Matt will detail how the industry’s leading portfolio and risk tool, PORT, can be leveraged to gain unique insight into characteristics and performance attribution. Leverage Bloomberg’s Risk Models to understand portfolio, ETF or Index risk exposures.

10:45AM – 11:30AM
Networking Reception & Light Lunch

Pier 3
The Embarcadero
San Francisco, CA 94111

Free for members and non-members.
Please register now to guarantee a seat at the event.


Gina Martin Adams, CMT, CFA

Gina Martin Adams, CMT, CFA, is the Chief Equity Strategist and Director of Global Equity Strategy, ETF and ESG Research for Bloomberg Intelligence, a division of Bloomberg LP, and is based in New York, NY. Gina provides top-down perspective on the equity market, sectors and

Matt Connorton

Matt Connorton, Market Specialist at Bloomberg L.P. Bloomberg market specialists bridge the gap between business units by providing high-level analytical expertise to our clients, sales force and product developers. In addition to consulting with Bloomberg clients he also