Finance Topical Deep Dives by Professor Don Shelly

Topical Deep Dives on Bloomberg, FactSet, Capital IQ and NetAdvtange taught by Professor Don Shelly. Go to smu.edu/businesslibrary - Workshops & Events to register. Don Shelly, Finance Professor of Practice, will be leading four independent, one-hour sessions on selected finance topics. These sessions are designed to take you deeper into using the Bloomberg terminal, as well as FactSet, Cap IQ, and NetAdvantage databases, to enhance your finance decisions. Anyone with an interest in learning more about effective investment research may attend.

All sessions will take place in the Business Library (Kitt Investing and Trading Center), temporarily located on the lower level of the Hamon Arts Library.

  • Tuesday, Oct. 17, 2023 (5:20pm-6:20pm)  Financial Analysis Using Bloomberg, FactSet, and Cap IQ
  • Tuesday Oct. 24, 2023 (5:20pm-6:20pm)  Relative Value Analysis Using Bloomberg, FactSet, and Cap IQ
  • Tuesday, Oct. 31, 2023 (5:20pm-6:20pm)  Industry Analysis: Using Bloomberg Intel., FactSet Ind., and NetAdvantage
  • Tuesday, Nov. 07, 2023 (5:20pm-6:20pm)  Using the Bloomberg and FactSet Excel Add-Ins

These sessions are not designed to teach you how to navigate Bloomberg or FactSet.  The Business Library’s Bloomberg Basics and FactSet Fundamentals workshops are designed to teach you basic navigation skills and get the most out of using these business resources.

Be sure to register for Professor Shelly’s Topical Deep Dives soon as space is limited.