Bentley University Hughey Center for Financial Services
University of Delaware Finance Lab Conference August 22, 2014 1
Integrating Financial Software into Curricula Primary Objective
To increase the quality of the academic experience through the application of financial software as a teaching tool
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Integrating Financial Software into Curricula Conference Sponsors
• • • •
FactSet Bloomberg S&P Capital IQ TraderEx 3
Hughey Center for Financial Services Mission Statement Our mission is to support the educational goals of Bentley University, by establishing a world-class facility for integrating cutting-edge financial research, innovative classroom design
and the latest financial technologies into faculty coursework. We accomplish this mission by partnering with faculty and hiring students to work in the Trading Room. This process supports our faculty and affords students the opportunity to build their personal and professional portfolios through experiences in teaching, research and management. 4
Hughey Center for Financial Services Advisory Board Purpose: The Hughey Center for Financial Services Advisory Board (HCB) provides advice and counsel on issues and ideas concerning how the Hughey Center for Financial Services (HCFS) can better achieve its mission.
Function: The Board will be asked, either collectively or individually, to provide insight that will assist the
HCFS in: •
developing and implementing strategic initiatives
•
assisting faculty in integrating Trading Room technologies into their courses/curricula
•
advising about current organizational “best practices”
•
optimizing HCFS and Bentley connections with our corporate and alumni partners 5
Hughey Center for Financial Services Infrastructure Historical Data & Analytical Tools
FactSet Research Systems
Bloomberg
Thomson One Analytics
First Call
Reuters Knowledge
Mergent
DataStream Advance
Capital IQ
S&P Research Insights
Morningstar Direct
S&P Net Advantage
Compustat
Palisade
Financial Trading Software
Hughey Center for Financial Services List of Services Course Integration 45+ graduate and undergraduate courses
Onsite Education Mini Classes
Certification Programs Factset Knowledge Base Bloomberg Professional
Self-paced Tutorials
Workshops
Trading Simulations
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Hughey Center for Financial Services Faculty Course Integration
FI 305 Principles of Accounting & Finance
FI 312 Advanced Topics in Investments
FI 320 Financial Markets and Investments
FI 331 Capital Markets
GB 320 Integrated Project Management
FI 335 Derivatives (undergrads)
GS 604 Global Strategy
FI 380 Advanced Managerial Finance
MA 243 Discrete Probability
FI 623 Investments
MA 252 Mathematical Statistics
FI 635 Fixed Income Valuation
MA 343 Discrete Options Pricing
FI 640 Equity Valuation
MA 611 Analysis of Financial Time Series
FI 645 Derivatives (grads)
MA 731 Applied Modeling
FI 650 Advanced Portfolio Theory
MA 799 Modern Data Mining
FI 735 Mergers and Acquisitions
FI 751 Int’l Financial Management
GB 112 Tools & Concepts in Accounting and Finance GB 212 Practice & Application in Accounting and Finance
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Hughey Center for Financial Services Bentley Students Benefits to Students:
High tech classroom
Hands on learning with state of the art databases
Strong interview skills gained through exposure to financial tools
Self-paced Tutorials
Trading Simulations
Wall Street 101
Bentley Investment Group
Employment Opportunities
Thought Leadership Sessions (Bitcoin panel discussion, Women in Finance) 9
Contact:
Amy Whittaker Managing Director, Hughey Center for Financial Services
[email protected] 781-891-2664 10