Events – Finance Lab

Please open the attached file to register for the Bloomberg webinar series in spring 2022

• Are for students and faculty
• Demonstrate how to find relevant information on the Terminal
• Include a short takeaway assignment
• Allot time for Q&A
• Will have a recording & slides sent to those who register
• Are free

A Panel Discussion on Investment and Portfolio Management

November 18th (Thursday), 11:30 a.m. to 1 p.m. via Teams

The panel will feature Mr. Jeff Auxier, President Auxier Asset Management and Founder of Auxier Focus Fund, Mr. Dave Sather, Founder and CEO of Sather Financial Group, and Ms. Lauren Templeton, Founder and President of Templeton & Phillips Capital Management. The Event moderator Mr. Jacob Mangalath, VP of Dealmaking Group, Generational Equity, is also the MS Finance alumni.

Register for A Panel Discussion on Investment and Portfolio Management

The Intellectual and Psychological Game of Trading – A Talk by Portfolio Manager Gang Hu

October 8th (Friday), 11 a.m. to 12 p.m.

The workshop aims to introduce students to different trading strategies and portfolio management skills used in the Industry. The workshop features Mr. Gang Hu- Founder and CIO of WinShore Capital, a US hedge fund that specializes in Relative Value Trading with Macro instruments. Mr. Hu has 20 years of experience in the financial market with a special focus on inflation trading. The event will be conducted virtually on Friday, October 8th, 2021 from 11 a.m. to 12 p.m. CST via Microsoft Teams.

Note: The meeting will be conducted via Microsoft Teams. Meeting link will be sent to all registered participants a day prior to the event.

View event flyer PDF

Bloomberg Global Trading Challenge

October 4 – November 19, 2021

The Bloomberg Global Trading Challenge 2021 is a university-wide investment competition through which students will use the Bloomberg Terminal to access a wealth of data, news, and state-of-the-art analytics over the course of a nine-week trading cycle. Students will use the Terminal to define market assumptions, develop a return-generating strategy, and execute trades over a closed network. The Challenge aims to bridge the gap between classroom theory and real-world investing.

Registration deadline: September 22nd, 2021
Competition period: October 4 – November 19, 2021

Capital IQ Training Workshop

September 21, 2021 (Tuesday), 12 p.m. to 1:30 p.m.

The Capital IQ Training workshop aims to help students understand basics of using Capital IQ for analysis of financial information. Through this workshop, students will be able to learn how to navigate the Capital IQ platform, create company charts and dashboards focusing on key valuation metrics as well as use Capital IQ to extract data into Microsoft Excel for further analysis. The event will be conducted virtually on Tuesday, September 21st, 2021 from 12 p.m. – 1:30 p.m. CST via Microsoft Teams.

Note: The meeting will be conducted via Microsoft Teams. Meeting link will be sent to all registered participants a day prior to the event.

Financial Market and Investment

June 7, 2021 (Monday), 2 p.m. to 4 p.m.

The “Financial Market and Investment” event hosted by the Finance Lab at Jindal School of Management of UT Dallas is a perfect event for students who are ready to take off their career in the field of Finance. This event will make you familiar with the plethora of opportunities available in Finance and will act as a steppingstone to make one of the toughest decisions of your career to join the best university in the US. We will have a panel of 5 speakers including Mr. Stephen Clayton Senior Manager, Dallas Fed, Dr. Charlie Tian Founder and CEO of GuruFocus.com, Ms. Lauren Minch Co-Founder LMD & Associates, Mr. Mike Duffy Co-Founder LMD & Associates and Dr. Liping Ma Clinical Professor of Finance, UT Dallas who will be sharing their insights on finance, investments, and financial markets.

M&A Analysis using Capital IQ

April 26, 2021 (Monday), 11:00 a.m. to 12:00 p.m.

Are you interested in investment banking and planning to handle some practical skills before searching for a job? Here’s an opportunity powered by the finance lab! We are excited to announce that we are inviting professionals from Capital IQ to present Mergers and Acquisition Modeling using Capital IQ! The event is from 11 am to noon on Monday, April 26. We captured this chance for every student at UT Dallas. We understand that it’s a last-minute announcement but don’t let it go!

Financial Analytics with Tableau Competition

March 4, 2021 (Thursday), 10:00 a.m. to 12:00 p.m.

The Finance Lab and GFMC will host a virtual workshop the Financial Analytics competition with Tableau. In this event the top 3 winning teams of the competition will showcase the analysis with Tableau. We will have three guest speakers, Mr. Jeffrey Ayres who works in FDIC as a Senior Financial Analyst, Finance & Business Intelligence, Mr. Shane Mahmood who is President at Allegiance Capital Corporation and Mr. Danny Thompson who is the Regional Vice President, Consumer goods at Tableau Software. All the speakers will share their insights from the financial industry and talk about their experiences. We will conduct this meeting via Microsoft teams.

See the recorded Mar. 4th meeting

Finance Lab Kick-off meeting

February 2, 2021 (Tuesday), 11:00 a.m. to 12:00 p.m.

The finance lab will host the spring kick-off meeting. This meeting is about learning the resources offered in the Finance lab and how students can access the services offered like Bloomberg, Capital IQ, Eikon, FactSet, DataStream etc. We will also have a speaker, Mr. Anade Davis who is a Financial Data Scientist and will share his insights from the financial industry. We will conduct this meeting via Microsoft teams. You can register for the event by scanning the QR code on the flyer or by clicking the link here.

Think, analyze and visualize with Tableau

Finance lab in collaboration with Graduate Finance Management Council gives you a chance to showcase your data analytics skills in Tableau. So get your team mate and scan the QR code on the flyer or click here to register for the event.

Quant and Technology

November 5, 2020 (Thursday), 11:30 a.m. to 1:00 p.m.

The finance lab hosted a panel discussion on the topic of ‘Quant & Technology’. Speakers are professionals and leaders in financial industries and FinTech consulting area. They will share with us their insights, career development, and the working environment at their companies followed on by Q&A by our attendees.

• Helen Xing, PhD, Senior Quant Researcher, Point72 Asset Management
• Ilana Golbin, Director of Advisory Emerging Tech Lab, PwC
• Julia Liang, VP of Consumer Technology Solution, Goldman Sachs
• Stephanie Ma, Risk Analyst, MaxDecisions, Inc.
• Yahong Cui, Head of Lending Analytics, Citi Bank
• Yanping Chen, PhD, Quantitative Strategist, Goldman Sachs

See the recorded Nov 5th meeting

IPO and M&A analysis by Refinitiv Eikon (Workspace)

September 14, 2020 (Monday), 11:30 a.m. to 1:30 p.m.

See the recorded Sept. 14 meeting.

Ms. Amy Morrow was a senior equity analyst for 8 years, she has then worked for Thomson Reuters for 5 years as a Client Specialist in Asset Management. Ms. Morrow will be covering topics based on Security Issuance and M&A by using Refinitiv Eikon (Workspace). Some of the topics that we will walkthrough using Eikon are: Equity Offerings, M&A Advanced Search, Equities Screener, Portfolio Analytics and many more.

Bloomberg and Stock Trading

September 8, 2020 (Tuesday), 11:30 a.m. – 1: 00 p.m.

See the recorded Sept. 8 meeting.

Every long semester we have a trading competition where students are given 1 million dollars in virtual cash and the top 3 winners based on return and sharpe ratio are given prizes, ex competition winner Rushab Kachhara will give us a brief about the rules.

Followed by this, we are bringing Mr. Kai Blatnicky a professional from Bloomberg who will teach us how to use Bloomberg for market research, portfolio management & trading for finance professionals.

RSVP here to get the MS Teams meeting link before the event”

Finance Lab Kickoff Event

August 26, 2020 (Wednesday), 11:30 a.m. – 1: 00 p.m. on MS Teams

See the recorded Aug. 26 meeting.

The Finance Lab is holding its kickoff event virtually this week! You will learn about the lab, the resources offered & how you can access the services offered in person with an online medium. We will also have a speaker from Capital IQ who will introduce the database and give a tutorial on important features. Click on the link Finance Lab Sign-in to sign up for the event. During signing up please enter your details and in the last field “purpose for using the lab” select “workshop”. You will receive the event link before the event.

Financial Database Workshop

October 31, 2019

At the workshop, the students learned about the various databases and analysis tools in the lab followed by an interactive flash valuation contest. A professional discussed about the application of Machine Learning in Investing.

Networking with a Fintech Company, MaxDecisions

October 4, 2019

Dr. Henry (Huaguo) Wang is the founder and Chief Data Scientist at MaxDecisions. He visited the Finance Lab with his teams, Stephanie Ma (UTD alumni) and Daniel Fan (UTD alumni). In the seminar, we discussed the various possibilities and functions of technology and big data analytics in the world of finance and risk management.