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CHARTS

8:00 – 9:00 AM REGISTRATION & BREAKFAST

9:00 — 12:00 PM DEEP DIVE INTO TECHNICAL STRATEGY DESIGN & TESTING Over the last few years, Bloomberg has developed a wide array of functionality

that allows you to design and quantify an investment or trading strategy. In this hands-on intensive course, we will spend approximately three hours developing, testing and improving a variety of technical trading strategies and presenting the power and flexibility of the software to include other securities and data, optimize, list test and more.

» Paul Ciana — Charts & Technical Analysis Specialist, Bloomberg L.P. » Tom Schneider — Charts & Technical Analysis Specialist, Bloomberg L.P

TOPICS INCLUDE » Creating a Technical Trading Strategy » Visualizing a Strategy as a Chart Event » Setting up Alerts on a Technical Strategy » Back Testing a Technical Strategy » Enhancing a Strategy using additional data/studies » Using Custom Studies in BT » Optimizing a Trading Strategy » Testing a strategy on a list of securities

12:00 — 1:00 PM LUNCH

1:00 — 2:15 PM PANEL DISCUSSION » Chris Verrone CMT – Managing Director, Head of Technical Strategy,

Strategas Research Partners » Richard Cochinos – Head of Americas G10 FX Strategy,

Citigroup Global Markets Inc » Brison Bickerton – Managing Director, Commodities Strategy,

Freepoint Commodities LLC

2:15 — 2:30 PM BREAK

The data included in these materials are for illustrative purposes only. ©2014 Bloomberg L.P. All rights reserved. S44412552 0614

2:30 — 3:00 PM UNDERSTANDING MARKET PICTURE Market Picture is a type of chart that visualizes the distribution of prices and

volume over time. It can identify hidden levels of support and resistance otherwise not seen in traditional time based charts, provide entry and exit signals with favorable risk/reward ratios and suggest when buyers or sellers are in control of the market. In this session we will review some Market Picture basics and present a process for analyzing a Market Picture chart.

» Paul Ciana CMT — Charts & Technical Analysis Specialist, Bloomberg L.P.

3:00 — 3:30 PM HEIKIN ASHI CANDLES REVEALED Heikin Ashi is a type of candle chart invented in Japan and recently added to the

Bloomberg Terminal. By using calculated Open, High, Low and Close values, a Heikin Ashi chart visualizes up trends and down trends in a clearer way. It also provides warning signs of changes in trends and works with your preferred technical indicators. In this session, we will review the ins and outs of Heikin Ashi as it pertains to financial markets.

» Tom Schneider — Charts & Technical Analysis Specialist, Bloomberg L.P.

3:30 — 3:45 PM BREAK

3:45 — 4:15 PM SCATTERCHARTS, STATISTICS & DATA VISUALIZATIONS Visualizing data in different ways can reveal trading and investment opportunities

that otherwise may not have been realized. New tools on Bloomberg that focus on scatterplots, regression and statistics will be discussed.

» Eugene Sorenson — Charts & Data Visualization Global Product Manager, Bloomberg L.P.

4:15 — 5:00 PM SCREENING MARKETS FOR TECHNICAL SIGNALS The number of securities we can trade continues to grow so the methods you

use to refine that universe are critical to finding what securities in any asset class may be on the move. In this session we will review the ability to screen on popular technical indicators, develop a technical heat map in excel, monitor a refined list with ALRTs and monitor them in launchpad.

» Anthony Bosco CMT — Charts & Technical Analysis Specialist, Bloomberg L.P

5:00 — 6:00 PM KEYNOTE PRESENTATION » Stewart Taylor – Portfolio Manager, Vice President, Eaton Vance Management

6:00 — 7:00 PM RECEPTION