Finance Forum: Bloomberg, FactSet, & More
Event box
- Date:
- Wednesday, November 11, 2026
- Time:
- 5:20pm - 6:20pm
- Space:
- Kitt Investing and Trading Center DBMQ 0005
- Hosted by:
- Duda Family Business Library
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 and FactSet, Cap IQ, and NetAdvantage databases, to enhance your finance decisions. Anyone with an interest in learning more about effective investment research may attend.
Sessions will be on Wednesdays from 5:20-6:20 PM in the Kitt Investing and Trading Center.
Register for, and attend, all 4 sessions this fall to be awarded a Finance Forum Series Badge!
October 28: Financial Analysis using Bloomberg, FactSet, and Cap IQ
November 4: Relative Value Analysis using Bloomberg, FactSet, and Cap IQ
November 11: Industry Analysis: Using Bloomberg Intelligence, FactSet Industry, and NetAdvantage
November 18: Using the Bloomberg and FactSet Excel Add-Ins
The sessions are not designed to teach you how to navigate Bloomberg or FactSet. Register for the Duda Family Business Library's Bloomberg Basics and FactSet Fundamentals workshops to learn navigation skills and get the most out of using these business resources.
Presented by Don Shelly
Any person who requires a reasonable accommodation to participate in this session because of a disability should contact the presenter at bizworkshops@smu.edu at least one week prior to the session to arrange for the accommodation.