Overview

Join Bloomberg for an exclusive afternoon reception 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 afternoon with a detailed presentation about her 2019 Market Outlook and also provide an overview of critical themes and trends for Equity market investments.

Matt Connorton will then provide an overview about the 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.

Agenda

2:00 PM – 2:30 PM

Registration

2:30 PM – 3:15 PM

Bloomberg Intelligence 2019 Market Outlook
Gina Martin Adams, Bloomberg Intelligence, Chief U.S. Equity Strategist

Gina Martin Adams 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.

3:15 PM – 3:45 PM

Equity Factors and Idea Generation
Matt Connorton, Equity Market Specialist
Matt Connorton 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.

3:45 PM – 4:15 PM

Portfolio and Risk
Matt Connorton, Equity Market Specialist
In our last presentation of the afternoon, 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.

4:15 PM – 6:00 PM

Networking Reception

Speakers

Photo of Gina Martin Adams

Gina Martin Adams

Chief U.S. Equity Strategist
Bloomberg

Gina Martin Adams, CFA, CMT, is the Chief U.S. Equity Strategist for Bloomberg Intelligence, a unique research platform that provides context on markets, industries, companies, and government policy, available on the Bloomberg Professional Service at BI <GO>.

Gina provides top-down perspective on the equity market, sectors and industries with a multi-disciplined approach that utilizes fundamental, quantitative and technical analysis. She frequently presents her views at industry conferences, professional associations and investment organizations, and has been recognized for portfolio strategy, technical strategy and economics in Institutional Investors’ All-America Research survey.

Prior to joining Bloomberg, she was the head of U.S. Equity Strategy for Wells Fargo Securities, where she provided analysis and investment allocation recommendations for Wells Fargo Securities’ institutional clients. Previously, she was an economist for Wachovia Bank, and an investment strategy analyst for Evergreen Asset Management.

Mrs. Adams has a bachelor’s of science degree in business administration with concentrations in Finance and Marketing from the University of Florida. She holds the Chartered Financial Analyst and Chartered Market Technician designations, and is a member of the CFA Institute, the New York Society of Security Analysts, the Market Technicians Association, the American Association of Professional Technical Analysts, the Financial Women’s Association, and 100 Women in Hedge Funds.

Photo of Matt Connorton

Matt Connorton

Market Specialist
Bloomberg L.P.

Bloomberg market specialists bridge the 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 frequently gives market-themed presentations at both company and third-party events. Hosts include Bank of America Merrill Lynch, CFA Society, CBOE and Terrapinn. Matt joined Bloomberg in 2007 and has held a variety of positions at the firm prior to becoming a market specialist and holds a BA in Economics from the University of California, Berkeley.

When & Where

Wednesday, January 16, 2019
2:30 PM – 6:00 PM

The Ritz-Carlton
1881 Curtis Street
Denver, CO 80202

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