Bentley University Hughey Center for Financial Services University
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 2
Integrating Financial Software into Curricula Conference Sponsors • • Fact. Set Bloomberg S&P Capital IQ Trader. Ex 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 § Fact. Set Research Systems § Bloomberg § Thomson One Analytics § First Call § Reuters Knowledge § Mergent § Data. Stream 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 Certification Programs § Factset Knowledge Base § Bloomberg Professional Onsite Education § Mini Classes § Workshops § Self-paced Tutorials § Trading Simulations 7
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 8
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 awhittaker@bentley. edu 781 -891 -2664 10
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