BLOOMBERG FOR EDUCATION :::::::::::SYMPOSIUM ::::::::::::::::::::::::::::::::::::::::::::::: MAY 28, 2015
WELCOME::::::::::::::::::::::::::::::::::::::::::::::::::::: Dear Attendee, Welcome and thank you for attending the Bloomberg for Education Symposium hosted by The University of Texas in Austin. At Bloomberg, we understand that the need to innovate and stay ahead of the competition is as essential in the academic world as it is in the corporate. Educational institutions worldwide are on a tireless search for ways to differentiate themselves and demonstrate to current and prospective students as well as potential new professors that they offer the best combination of theoretical and practical instruction. Today s agenda has been devised to satisfy this need. The symposium is packed with presentations on ways to enrich the curriculum, plus gain a better understanding of current economic situation impacting the world of education. In addition, University of Texas at Austin will discuss the ways they are integrating Bloomberg in their curriculum and keeping abreast of competition. We hope you find today both stimulating and valuable; we look forward to seeing you at future events. Kindest regards, Bloomberg for Education Team :::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::
AGENDA ::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::: MAY 28, 2015 8:00 AM REGISTRATION AND BREAKFAST 8:30 AM WELCOME Lindsay Coss Americas University Advocate, Bloomberg L.P. OPENING REMARKS FROM UT AUSTIN 8:45 AM INCORPORATING BLOOMBERG INTO THE CURRICULUM Matt Sheridan Senior Lecturer at the Department of Finance, Ohio State University» Relevant courses, including Investments and Real Estate Valuation.» Leveraging Bloomberg for faculty research. 9:30 AM MACRO ECONOMIC OVERVIEW FOR 2015 Rich Yamarone Economist, Bloomberg L.P.» The U.S. economy is skating on thin ice. What, if anything, could trigger recession?» The Big Three Drivers employment, income and spending.» What is the Orange Book telling us?» Five indicators of discretionary spending that will tell us when the recovery is here. 10:15 AM COFFEE BREAK 10:30 AM USING BLOOMBERG IN ADVANCED FINANCE ELECTIVE CLASSES Ehud I. Ronn Professor of Finance at the McCombs School of Business, University of Texas at Austin» The Equity, Fixed-Income and Commodity Markets Using Bloomberg to Convey the Message from Markets» Bloomberg Capabilities in Energy Finance (esp. Oil and Natgas)» Using Bloomberg in Fixed-Income Applications» Incorporating Bloomberg into Students Problem Sets 11:15 AM BLOOMBERG MARKET CONCEPTS E-LEARNING TOOL DEBUT Sarah Yango Global Head of University Sales, Bloomberg Institute 11:45 AM STUDENT SIMULATED PORTFOLIOS Kelly M. Leahy Kamm PhD Senior Lecturer, Department of Finance at the University of Texas McCombs School of Business» Application: Courses in Investments, Security Analysis and Portfolio Management» Using Bloomberg to help students make decisions for setting up an all-equity portfolio» End of Period Performance Evaluation: Implementing Bloomberg in written report 12:15 AM LUNCH BREAK 1:00 PM THE FED & ITS INTERACTIONS WITH THE MARKET Stephen Jonathan FX Specialist, Bloomberg L.P. 1:45 PM IDEA GENERATION & COLLABORATION TOOLS Lee O Dwyer Equity Application Specialist, Bloomberg L.P. 2:30 PM SUPPLY CHAIN ENERGY & ESG Mark Schwartz Supply Chain Product Manager, Bloomberg L.P.» Curriculum differentiation with Bloomberg s Supply Chain and ESG products» New factory dataset and greater transparency into company manufacturing locations worldwide.» Using Bloomberg s new ESG Water Risk tool to see how global water risk can affect a company s valuation outlook. 3:15 PM NETWORKING RECEPTION ::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::
SPEAKER PROFILES ::::::::::::::::::::::::::::::::::::: LINDSAY COSS Sales, Bloomberg L.P. Lindsay Coss is a Bloomberg sales representative who consults with clients and prospective clients on their business needs in the Pacific Northwest and Western Canada. Prior to taking on the responsibilities of the university advocate for the Americas in 2014, she had overseen the university business for the West Coast region since 2012. Lindsay hopes to continue to build relationships with deans, department heads, faculty, career development officers, librarians and endowments and help them integrate the real-world financial applications and skills on Bloomberg into an educational environment. STEPHEN JONATHAN FX and Economics Application Specialist, Bloomberg L.P. Since September 2009, Steve Jonathan has been a foreign exchange and economics application specialist with Bloomberg in New York working with multinational corporations, institutional clients and official institutions. He has spoken at numerous Bloomberg and outside events on trends and developments in the global economy and currency markets. Prior to joining Bloomberg, Steve spent 25 years on the FX sales desks of several New York financial institutions where he advised a wide range of clients active in global financial markets. In these positions, he developed a wide variety of hedging and market positioning strategies with a specific focus on emerging markets. From 1980 1983, he held several positions at Cargill, including in currency risk management for various trading groups. From 1975 1977, he served in the Peace Corps in Togo, West Africa. Steve earned a bachelor of science in foreign service in international politics from Georgetown University. KELLY M. LEAHY KAMM, PH.D. Director of the Financial Analyst Program and Senior Lecturer, Department of Finance at the University of Texas McCombs School of Business Kelly M. Leahy Kamm is a Senior Lecturer in the Department of Finance and Director of the Financial Analyst Program at the University of Texas McCombs Business School. She earned her doctorate in Finance from the University of Texas and graduated Summa Cum Laude with a B.A. in Economics and a Certificate in Latin American Studies from the University of Notre Dame. Kelly Kamm teaches courses in Corporate Finance, Portfolio Management and Security Analysis. She also teaches Executive Education seminars in Technology and Trading in Finance and Corporate Value and Working Capital Simulation. Kamm has been recognized as a Preferred Professor by students and received the McCombs School of Business Faculty Excellence Award. Kamm is an advisor to the MBA Investment Fund at the University of Texas and investor in GKSD Restaurant Enterprises, LLC, a company focused on upscale Southwestern restaurants. Kelly Kamm has consulted in the areas of financial services and portfolio simulation software and has experience as in the area of money management. As Director of the Financial Analyst Program, Kamm oversaw her team of analysts as they competed in a field of over one hundred universities nationwide to win the 2014-2015 All-America Student Trading Competition, published in Institutional Investor Magazine.
::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::: LEE O DWYER CFA, Equity Market Specialist, Bloomberg L.P. Drawing from fifteen years of experience in traditional and alternative investments, Lee O Dwyer helps Bloomberg clients gain maximum leverage of their terminal toward actionable strategies. Discussing equity fundamental valuations, earnings & idea generation tools, ESG data, and portfolio analysis with top analysts and portfolio managers, O Dwyer s experience and communication style lets him calibrate around the varied needs and styles of clients, allowing him to interpret their comments and provide meaningful and useful support. Originally from England, O Dwyer is a member of the CFA Institute and has earned the right to use the Chartered Financial Analyst (CFA ) designation. EHUD I. RONN Professor of Finance at the McCombs School of Business, University of Texas at Austin. Dr. Ronn has published articles on investments, interest rate instruments and energy derivatives in the academic and practitioner literature. Dr. Ronn received his Ph.D. from Stanford University. Prior to joining the University of Texas in July 1988, Dr. Ronn was a faculty member at the University of California, Berkeley, and the University of Chicago. During 1991 93, Dr. Ronn served as Vice President, Trading Research Group at Merrill Lynch & Co. Dr. Ronn served as the founding director of the University of Texas Center for Energy Finance from 1997 2009. From Jan. 2010 to Feb. 2011, Prof. Ronn was Commodity Market Modeling practice area manager at Morgan Stanley & Co. In Nov. 2004, Dr. Ronn was selected by Energy Risk to the Energy Risk Hall of Fame. MARK SCHWARTZ Global Data Product Manager for Supply Chain & ESG Product, Bloomberg L.P. Mark Schwartz has 14 years of experience working with Bloomberg L.P. Mark has mostly focused on new data products at Bloomberg, which typically involve sourcing or creating new data sources to fuel these products. Currently, Mark is the global data manager for one of Bloomberg s newest products; it focuses on sourcing supply chain related data for more than 26,000 public companies worldwide. BLOOMBERG FOR EDUCATION SYMPOSIUM 02 // 03
SPEAKER PROFILES :::::::::::::::::::::::::::::::::::: MATT SHERIDAN CFA Charterholder, Senior Lecturer in Finance, The Ohio State University Fisher College of Business Matt Sheridan is a Senior Lecturer in Finance at The Ohio State University, Fisher College of Business. Matt teaches investments and CRE courses for undergraduates and MBA candidates and oversees the Applied Finance Lab. Previously, Matt worked at Bloomberg from 2009 2012 and held a corporate bond portfolio manager position at Cincinnati Financial where he managed $800 million. Matt is a recipient of the Fisher College of Business 2015 Undergraduate Teaching Award, received for an investments course that heavily integrates Bloomberg Professional service into the curriculum. Matt received his MBA from the University of New Mexico. RICHARD YAMARONE Bloomberg Intelligence Economist, Bloomberg L.P. Richard Yamarone is an economist who has roughly three decades of experience and focuses on monetary and fiscal policy, economic indicators, fixed income, commodities and general macroeconomic conditions for Bloomberg Brief. Earlier in his career, Rich was director of economic research at Argus Research and a member of the firm s investment policy committee. In addition, he has held senior positions at several international and domestic money center and investment banks. He has taught numerous courses on macroeconomics and economic indicators at several colleges and institutions. He has served as president of the prestigious Downtown Economists Club of New York City. The author of Trader s Guide to Key Economic Indicators (Bloomberg Press, 2012), Rich is a member of the National Association for Business Economists, the American Economic Association, the New York State Economics Association and the Money Marketeers of New York University. He has won numerous accolades for his work, including being featured as one of the top 10 economists in the U.S. by USA Today in 2007 and Nostradamus of the Financial Industry by Bank Advisor in 2008 for his prediction of the financial crisis. SARAH YANGO Global Head of University Sales, Bloomberg Institute Sarah has been with Bloomberg since 2003. Over her 12 years with the firm, Sarah has held many different positions at the firm including Analytics, Terminal Sales, Recruitment, Operations and Marketing. Sarah currently manages Global University Relations for Bloomberg Institute, the educational division of Bloomberg. Sarah holds a BA from Columbia University in Economics and is based in San Francisco.
ABOUT THE BLOOMBERG PROFESSIONAL SERVICE The founding vision in 1982 was to create an information services, news and media company that provides business and fi nancial professionals with the tools and data they need on a single all-inclusive platform. The success of Bloomberg is due to the constant innovation of our products, unrivaled dedication to customer service and the unique way in which we constantly adapt to an ever-changing marketplace. The Bloomberg Professional service is a powerful and fl exible tool for fi nancial professionals whatever their needs in cash and derivatives markets as diverse as equities, currencies, commodities, money markets, government and municipal securities, mortgages, indices, insurance and legal information. The Bloomberg Professional service seamlessly integrates the very best in real-time data, news and analytics. In addition, Bloomberg users benefi t from on-demand multimedia content, extensive electronic trading capabilities and a superior communications platform. Bloomberg customers include infl uential decision makers in fi nance, business and government. Business and fi nancial professionals recognize the Bloomberg Professional service as the defi nitive tool for achieving their goals because it offers unparalleled assistance and functionality on a single platform for a single price. = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = Real Service from Real People When You Need It. Our 24/7 industry-leading customer service teams in 160 countries around the world will help you fully leverage the analytics and data on the Bloomberg Professional service. = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = BLOOMBERG FOR EDUCATION SYMPOSIUM 04 // 05
:::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::: To learn more about Bloomberg for Education, please visit bloomberg.com/professional/education :::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::: BEIJING +86 10 6649 7500 DUBAI +971 4 364 1000 FRANKFURT +49 69 9204 1210 HONG KONG +852 2977 6000 LONDON +44 20 7330 7500 MUMBAI +91 22 6120 3600 NEW YORK +1 212 318 2000 SAN FRANCISCO +1 415 912 2960 SÃO PAULO +55 11 2395 9000 SINGAPORE +65 6212 1000 SYDNEY +61 2 9777 8600 TOKYO +81 3 3201 8900 ::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::: The data included in these materials are for illustrative purposes only. 2015 Bloomberg Finance L.P. All rights reserved. S589063974_DIG 0515