West Coast Regional Summit

Kick off the CMT West Coast Regional Summit with an afternoon of connections and insights.

Join Bloomberg and CMT Association on April 4, 2025, from 2:00 PM to 4:30 PM for an engaging session featuring expert-led demonstrations of cutting-edge technical analysis tools.

• Christopher Cain, CMT, CQF of Bloomberg Intelligence will showcase newly developed technical and factor-based tools available on the Bloomberg Terminal.
• Anthony Feld of Bloomberg Intelligence will present his Automated Technical Pattern Recognition (ATPR) software, designed to systematically identify compelling chart patterns.

Don’t miss this opportunity to gain valuable insights and explore innovative tools that can enhance your market analysis.

Location: Bloomberg

Address: 140 New Montgomery St. San Francisco, CA 94105, United States

Google Maps Location: Click Here

Begin your day at the CMT West Coast Summit with morning registration and refreshments, offering the perfect chance to connect with fellow attendees before the sessions start. Enjoy a welcoming atmosphere, meet industry peers, and start building connections that will enhance your experience throughout the retreat. Grab a coffee, settle in, and get ready for a day of learning and inspiration.

Kick off the CMT West Coast Summit with opening remarks from Tyler Wood, CMT – CEO and Executive Director of CMT Association. Tyler will welcome attendees to this exclusive gathering at Golden Gate University and share insights into the significance of technical analysis in today’s complex market landscape. With a focus on the goals of the Summit, Tyler will outline the Association’s latest initiatives, opportunities for professional growth, and the vital role that the CMT community plays in advancing financial industry standards. This session sets the stage for an inspiring and productive conference for all attendees.

Kick off the CMT West Coast Summit with opening remarks from Tyler Wood, CMT – CEO and Executive Director of CMT Association. Tyler will welcome attendees to this exclusive gathering at Golden Gate University and share insights into the significance of technical analysis in today’s complex market landscape. With a focus on the goals of the Summit, Tyler will outline the Association’s latest initiatives, opportunities for professional growth, and the vital role that the CMT community plays in advancing financial industry standards. This session sets the stage for an inspiring and productive conference for all attendees.

“You are what you do, not what you say you’ll do.” In this session, we’ll apply this quote from psychologist Carl Jung to our investing process. The mindless investor blindly chases performance, struggles to manage overwhelming amounts of information, and falls victim to whatever eye candy pops up on their screens. The mindful investor is thoughtful and intentional about how they spend their time, how they prioritize their efforts, and how they use technical analysis tools to minimize behavioral biases. You’ll leave this discussion with specific tools and techniques to improve your mindset, upgrade your market awareness, and work smarter not harder!

Through a lively discussion on the application of technical analysis to the investment management process, our distinguished panelists will share their experience managing client portfolios and the importance of technical tools to assessing risk and reward in today’s equity markets. This session will illuminate the analytical process, tools and interplay between research and money management. The dynamic will be explored through the lens of current market views.

Momentum remains one of the most persistent and powerful anomalies in financial markets. In this engaging fireside chat, David Lundgren, CMT, CFA, host of Fill the Gap, sits down with Gary Antonacci, the renowned author of Dual Momentum Investing, to explore the evolution, application, and enduring effectiveness of momentum-based investment strategies.

Gary will share his insights on the science behind Dual Momentum, how it enhances traditional trend-following approaches, and the ways investors can apply these principles to achieve superior risk-adjusted returns. Whether you’re a practitioner of systematic investing, a trend-following enthusiast, or simply curious about momentum’s role in portfolio management, this conversation will offer valuable perspectives from one of the field’s leading experts.

In an ever-evolving market landscape, understanding the interplay between macroeconomic forces and technical signals is essential for informed decision-making. Join equity strategists from Bloomberg Intelligence for a data-driven exploration of today’s market environment and the key trends shaping the road ahead. In this session, Gina and Chris will share insights on sector and factor leadership, equity market cycles, and the technical indicators that provide an edge in portfolio positioning. Attendees will gain a deeper understanding of how a multi-disciplined approach combining technical, fundamental and quantitative analysis can enhance portfolio strategy. Designed for traders, analysts, and portfolio managers alike, this session will deliver actionable takeaways to help navigate market uncertainty with confidence.

The Sharpe Ratio revolutionized portfolio evaluation when it was introduced in 1964, providing a groundbreaking method for comparing and ranking investments. But is it truly the definitive metric for assessing portfolios or quantitative models in today’s complex financial landscape? In this presentation, Mathew will examine the most significant pitfalls of the Sharpe Ratio—highlighting real-world examples where it falls short—and introduce the theory behind a cutting-edge metric: Variability Weighted Return (VWR). Discover how VWR offers a more robust and accurate approach to performance evaluation, addressing the limitations of traditional metrics.

Mr. Lewis will share the process for momentum factor investing at Dorsey Wright. Specifically, how they implement momentum through real-world portfolio testing vs. “screening” methods for a more robust technical strategy. John will also discuss the combination of momentum and relative strength indicators that provide a layered strategy to improve returns in the allocation model.

Volatility is often perceived as a risk to be mitigated, but for seasoned portfolio managers, it presents a unique opportunity to capture alpha. In this session, Frank Longman, CMT, will share insights from decades of experience deploying mean-reversion techniques to capitalize on market inefficiencies. As a portfolio manager at Teixeira Partners, Frank employs Volatility Capture strategies that complement and diversify traditional momentum and trend-following approaches.

Attendees will gain a deeper understanding of how systematic trading models can exploit short-term price dislocations, the role of volatility overlays in portfolio construction, and how these strategies fit within a broader hedge fund investment framework. Whether you’re an asset allocator, risk manager, or trader, this session will provide actionable takeaways on incorporating volatility-driven alpha strategies into your investment process.

There is a kickoff event on Friday afternoon, and Saturday’s sessions will be presented at Golden Gate University in downtown SF, followed by an elegant networking reception at the historic Palace Hotel’s Pied Piper bar. Join fellow attendees, speakers, and industry professionals to unwind, share insights from the day’s sessions, and build meaningful connections in a relaxed, social setting. Enjoy a selection of cocktails, hors d’oeuvres, and refreshments as you reflect on key takeaways and expand your professional network in a warm, engaging atmosphere.

Conclude the educational sessions of the CMT West Coast Summit with an evening Networking Cocktail Hour. Join fellow attendees, speakers, and industry professionals to unwind, share insights from the day’s sessions, and build meaningful connections in a relaxed, social setting. Enjoy a selection of cocktails and refreshments as you reflect on key takeaways and expand your professional network in a warm, engaging atmosphere.A storied San Francisco icon for over 100 yearsWith its beautiful mosaic tile floor and rich wood paneling, the Pied Piper Bar & Lounge is the perfect place for comfortable, relaxed dining. Enjoy classic California Fare for supper and a beverage menu featuring a wonderful selection of wine, beer, spirits, traditional favorites and signature Palace cocktails. For more than a century, the historic Pied Piper has been the favored spot of locals and visitors from around the world where all feel right at home in this welcoming atmosphere.

https://www.piedpipersf.com

Location: Pied Piper Bar & Lounge at Palace Hotel

Address: 2 New Montgomery St, San Francisco, CA 94105, United States

• 8:45am Meet in the Palace Hotel lobby and board the buses
• 9:00am Buses depart promptly from the Palace Hotel
• 10:30am Wine tasting at first of two wineries
• Lunch*: Explore downtown Sonoma and dine at the restaurant of your choice
• 3:00pm Wine tasting at second of two wineries

*Buses will bring us to the historic Sonoma Plaza in downtown Sonoma around 12pm. A map of restaurant options will be provided. Dine at the restaurant of your choice, at your expense.

After visiting the second winery, we aim to return to the Palace Hotel no later than 6pm.

The wine tour is only available to paid registrants who have RSVP’d prior to the conference.