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Workshops

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Zotero Citation Management Workshop (Via Zoom) @ Thurs. 12/12/2024, 12:30-1:30 p.m. Prof. Hartnett

Date: Thu Dec 12 2024 12:30PM – 1:30PM
Location: Location not provided
Organizer: Library
Type: Conferences / Workshops

To register, copy and paste this link: https://forms.office.com/r/CCUkEKs2r3 This workshop provides a hands-on introduction to Zotero, a free open-source, bibliographic citation management tool that allows you to collect, store, and organize information as you research, and to rapidly generate citations and bibliographies with your word processor in a variety of styles as you write. You will learn to install Zotero, capture items into your personal library, generate in-text citations and bibliographies, sync to the cloud and utilize many of the software’s functions. General Note: This Zotero workshop will be held online via ZOOM. After you register, the day before the event you will receive a unique link to join the session on ZOOM. This workshop is open to all students and faculty at Baruch and at the CUNY School of Professional Studies.

Indexing: Introduction to Financial and Economic Indices Workspace @ Wed. 12/4/2024 @ 12:45PM-2:00PM @ Online via ZOOM. Prof. Phillips

Date: Wed Dec 4 2024 12:45PM – 2:00PM
Location: Location not provided
Organizer: Library
Type: Conferences / Workshops

Click on this link and then click on Event Information to register. Once registered, you will get an email with the ZOOM link to the session on the day of. This workshop will introduce participants to the concept of statistical indexing and composite statistics, how these indices are composed and used to measure and indicate changes in society. Examples covered will be stock indices; S&P 500 & Dow Jones Industrial Average, economic indices; Misery Index & Consumer Confidence Index, and social science indices like the Heat Index, Wind Chill Index, and the Big Mac Index.

Bloomberg: Introduction to Bloomberg Professional for Equities @ Tues. 12/3/2024 @ 12:45PM-2:00PM @ SFSC Trading Floor, Rm. 124. Prof. Gee

Date: Tue Dec 3 2024 12:45PM – 2:00PM
Location: Location not provided
Organizer: Library
Type: Conferences / Workshops

Click on this link and then click on Event Information to register. This workshop will introduce participants to the Bloomberg Professional service, a leading source of real-time and historical financial information. Bloomberg explores navigation within the Bloomberg system and focuses on finding information in the equity markets. Participants should gain a basic understanding of the Bloomberg operating environment as well as the financial information found within the Bloomberg Professional service. The content of this tutorial should not be construed as investment advice

S&P Capital IQ @ Mon. 12/2/2024 @ 12:45PM - 2:00PM @ Online via ZOOM. Prof. Costello

Date: Mon Dec 2 2024 12:45PM – 2:00PM
Location: Location not provided
Organizer: Library
Type: Conferences / Workshops

Click on this link and then click on Event Information to register. Once registered, you will get an email with the ZOOM link to the session on the day of before. This workshop provides an introductory overview of this resource for stock prices and financial data for publicly traded companies, industries and commodities; private companies, U.S. and international markets for research and analytics.

Valuation of Futures and Options @ Wed. 11/20/2024 @ 12:45PM-2:00PM @ SFSC Trading Floor, Rm. 124. Prof. Pell

Date: Wed Nov 20 2024 12:45PM – 2:00PM
Location: Location not provided
Organizer: Library
Type: Conferences / Workshops

Click on this link and then click on Event Information to register. Explore screens and functions of Bloomberg or FactSet software used by trading professionals in the analysis and valuation of futures, forwards and options on commodities, currencies, and stock indices. Walk through practical examples of how to create and monitor portfolios that incorporate these instruments.

Zotero Citation Management Workshop (Via Zoom) @ Thurs. 11/14/2024, 12:30-1:30 p.m. Prof. Hartnett

Date: Thu Nov 14 2024 12:30PM – 1:30PM
Location: Location not provided
Organizer: Library
Type: Conferences / Workshops

To register, copy and paste this link: https://forms.office.com/r/Fx83NcjgGk ** Prof. Hartnett. This workshop provides a hands-on introduction to Zotero, a free open-source, bibliographic citation management tool that allows you to collect, store, and organize information as you research, and to rapidly generate citations and bibliographies with your word processor in a variety of styles as you write. You will learn to install Zotero, capture items into your personal library, generate in-text citations and bibliographies, sync to the cloud and utilize many of the software’s functions. General Note: This Zotero workshop will be held online via ZOOM. After you register, the day before the event you will receive a unique link to join the session on ZOOM. This workshop is open to all students and faculty at Baruch and at the CUNY School of Professional Studies.

Bloomberg: Introduction to Bloomberg Professional for Equities @ Wed. 11/13/2024 @ 12:45PM-2:00PM @ SFSC Trading Floor, Rm. 124. Prof. Phillips

Date: Wed Nov 13 2024 12:45PM – 2:00PM
Location: Location not provided
Organizer: Library
Type: Conferences / Workshops

Click on this link and then click on Event Information to register. This workshop will introduce participants to the Bloomberg Professional service, a leading source of real-time and historical financial information. Bloomberg explores navigation within the Bloomberg system and focuses on finding information in the equity markets. Participants should gain a basic understanding of the Bloomberg operating environment as well as the financial information found within the Bloomberg Professional service. The content of this tutorial should not be construed as investment advice

Refinitiv Workspace @ Tues. 11/12/2024 @ 12:45PM-2:00PM @ Online on ZOOM. Prof. Phillips

Date: Tue Nov 12 2024 12:45PM – 2:00PM
Location: Location not provided
Organizer: Library
Type: Conferences / Workshops

Click on this link and then click on Event Information to register. Once registered, you will get an email for the ZOOM link, the day of the session. This workshop will introduce students to Refinitiv Workspace and provides an introductory overview of this resource for stock prices and financial data for publicly traded companies, industries and commodities; private companies, U.S. and international markets for research and analytics.

Bloomberg Excel Add-In @ Wed. 11/06/2024 @ 12:45PM-2:00PM @ SFSC Trading Floor, Rm. 124 Prof. Pell

Date: Wed Nov 6 2024 12:45PM – 2:00PM
Location: Location not provided
Organizer: Library
Type: Conferences / Workshops

Click on this link and then click on Event Information to register. *** SFSC Trading Floor, Rm. 124. Prof. Pell. The Bloomberg Excel Add-In workshop is an introduction to the Bloomberg Excel Add-in and focuses on working with Bloomberg data within Microsoft Excel. Attendees should take the Bloomberg: Introduction to Bloomberg Professional for Equities workshop as a prerequisite.

FactSet @ Wed. 10/30/2024 @ 12:45PM-2:00PM SFSC Trading Floor, Rm. 124. Prof. Costello

Date: Wed Oct 30 2024 12:45PM – 2:00PM
Location: Location not provided
Organizer: Library
Type: Conferences / Workshops

Click on this link and then click on Event Information to register. *** SFSC Trading Floor, Rm. 124. Prof. Costello. The FactSet workshop is an introduction to the FactSet service, a leading source of real-time and historical financial information. FactSet covers navigation within the FactSet system and focuses on equity markets and researching public companies.

Bloomberg: Introduction to Bloomberg Professional for Equities @ Wed. 10/23/2024 @ 12:45PM-2:00PM @ SFSC Trading Floor, Rm. 124 Prof. Costello

Date: Wed Oct 23 2024 12:45PM – 2:00PM
Location: Location not provided
Organizer: Library
Type: Conferences / Workshops

Click on this link and then click on Event Information to register. *** SFSC Trading Floor, Rm. 124. Prof. Costello. This workshop will introduce participants to the Bloomberg Professional service, a leading source of real-time and historical financial information. Bloomberg explores navigation within the Bloomberg system and focuses on finding information in the equity markets. Participants should gain a basic understanding of the Bloomberg operating environment as well as the financial information found within the Bloomberg Professional service. The content of this tutorial should not be construed as investment advice

S&P Capital IQ @ Mon. 10/21/2024 @ 12:45PM-2:00PM @ SFSC Trading Floor, Rm. 124 Prof. Phillips

Date: Mon Oct 21 2024 12:45PM – 2:00PM
Location: Location not provided
Organizer: Library
Type: Conferences / Workshops

Click on this link and then click on Event Information to register. *** SFSC Trading Floor, Rm. 124 Prof. Phillips. This workshop provides an introductory overview of this resource for stock prices and financial data for publicly traded companies, industries and commodities; private companies, U.S. and international markets for research and analytics.

Zotero Citation Management Workshop (Via Zoom) @ Thurs. 10/17/2024, 12:30-1:30 p.m. Prof. Hartnett

Date: Thu Oct 17 2024 12:30PM – 1:30PM
Location: Location not provided
Organizer: Library
Type: Conferences / Workshops

To register, copy and paste this link: https://forms.office.com/r/ywLPXK2QDc ** Prof Hartnett. This workshop provides a hands-on introduction to Zotero, a free open-source, bibliographic citation management tool that allows you to collect, store, and organize information as you research, and to rapidly generate citations and bibliographies with your word processor in a variety of styles as you write. You will learn to install Zotero, capture items into your personal library, generate in-text citations and bibliographies, sync to the cloud and utilize many of the software’s functions. General Note: This Zotero workshop will be held online via ZOOM. After you register, the day before the event you will receive a unique link to join the session on ZOOM. This workshop is open to all students and faculty at Baruch and at the CUNY School of Professional Studies.

Equity Valuation on Bloomberg @ 10/9/2024 @ 12:45PM-2:00PM @ SFSC Trading Floor, Rm. 124 Prof. Pell

Date: Wed Oct 9 2024 12:45PM – 2:00PM
Location: Location not provided
Organizer: Library
Type: Conferences / Workshops

Click on this link and then click on Event Information to register. *** SFSC Trading Floor, Rm. 124. Prof. Pell. This workshop will explore various theoretical methods used by investment professionals for equity valuation such as DDM and compare them with the commonly used multiple valuation (‘comparables’) approach. We will then apply these tools to value a selected set of companies using Bloomberg functions such as EQRV and RV.