Bloomberg Terminal Master Class Series
The BMO Financial Group Finance Research and Trading Lab introduces the brand new Terminal Master Class Series. Receive hands-on training and build your confidence in the Bloomberg research database.
All students and faculty are welcome to attend any of the master classes on specific Bloomberg functions. See the scheduled Fall 2024 & Winter 2025 dates listed below.
Our mission is to enhance the learning journey and research capabilities of students, faculty and the larger community by offering state-of-the-art resources, real-time market data, and hands-on training.
Join us for the BMO FRT-Lab Master Class Series on Bloomberg Terminal!
How to Attend
Sessions are in person only and held at the FRT-Lab facilities and will not be recorded. Spaces being limited, please register here. If you can no longer attend, please notify us by email at financelab@rotman.utoronto.ca
Fees
Free to attend.
Qualification
The sessions are open to everyone, not only members of the University of Toronto community.
BMO FRT-Lab Bloomberg Terminal Master Class Series Schedule
Fall 2024 Series 1
- November 6th | 12:00 pm - 1:30 pm
Analyzing Supply Chain Data
In this activity, students will analyze supply chain data for a selected company or industry, monitor supply chain disruptions for a company or industry of their choice, and apply supply chain analysis to real-world scenarios.
M&A Analysis
This activity introduces students to Bloomberg’s M&A database, enabling them to track and analyze mergers and acquisitions data in real-time. Students will learn how to search for and analyze deals using specific filters and criteria.
Fall 2024 Series 2
- November 21st | 12:00 pm - 1:30 pm
Economic Forecasting and Its Significance In Financial Markets
In this activity, students will explore the world of economic forecasting and its significance in financial markets.
Investigating Economic Surprises
In this activity, students will select an economic sector and use the Bloomberg Terminal to investigate occurrences of economic surprises within that sector.
Winter 2025 Series 1
- January 14th | 12:00 pm - 1:30 pm
Analyzing Industry Prospects
In this activity, students use Bloomberg to analyze sectors and industries.
M&A Analysis
This activity introduces students to Bloomberg’s M&A database, enabling them to track and analyze mergers and acquisitions data in real-time. Students will learn how to search for and analyze deals using specific filters and criteria.
Winter 2025 Series 2
- February 3rd | 2:00 pm - 3:30 pm
Part 1: Absolute Valuation
In this activity, students will analyze and adjust key inputs into Bloomberg’s Dividend Discount Model (DDM) and derive a theoretical target price for a stock using Bloomberg’s absolute value method.
Part 2: Absolute Valuation Methods
In this activity, students will analyze Bloomberg’s Perpetuity Growth & EBITDA Multiple models, analyze and interpret data from Bloomberg's ANR screen to assess a stock's valuation, and explore additional absolute valuation models within Bloomberg's 3 statement model.
Winter 2025 Series 3
- March 10th | 1:30 pm - 3:00 pm
Relative Valuation
In this activity, students will use Bloomberg to compare and contrast bond yield forecasts for different regions and identify trends.
Private Equity Analysis
This activity guides students through accessing and analyzing private equity data, understanding general partners (GPs), exploring fund descriptions, and identifying potential acquisition targets.
Winter 2025 Series 4
- April 9th | 12:00 pm - 1:30 pm
Creating a Fixed Income Portfolio
In this activity, students will learn how to use the SRCH function on Bloomberg to create a universe of fixed income securities based on specific criteria.
Credit Ratings Analysis: Companies and Banks
In this activity, students determine how credit ratings and default probability are used as measures of creditworthiness for companies and banks.
Co-Curricular Record (CCR)
(University of Toronto students only)
Once having attended a session, students may claim for CCR recognition.
The Co-Curricular Record (CCR) is designed to help students find opportunities at U of T beyond the classroom and to have their skills and experiences captured on an official document. For more details about this CCR position, CLICK HERE.
Benefits of Co-Curricular Record (CCR) Recognition:
- Highlight and reflect on the skills you’ve gained.
- Get engaged in a variety of workshops and track your progress.
- Record your participation on an official university document.
- Connect with your CCR community, build your network, and enhance your resume.
If you are ready to claim your CCR, CLICK HERE.
Location
Join us In-person
St. George Campus
BMO Financial Group Finance Research and Trading Lab
Rotman School of Management
Room 290, North Building
105 St. George St.
Toronto, ON M5S 3E6
Canada
About the Database
Bloomberg is a comprehensive, virtually “has-all” product accessed through a dedicated terminal in the Lab. Its strength is the wealth of information available, ranging from news, real-time data, historical data and media live feeds. When unsure about the availability of the data in any other platform, you are likely to find useful content in Bloomberg. A useful tip: use keyword + help key on the Bloomberg terminal keyboard to browse through functions provided on that keyword. Navigating Bloomberg platform can be challenging so join us to gain familiarity and increase your research fluency with the platform! Click here for more information.
Health and Safety | COVID-19
Students and Faculty are responsible for following health and safety measures where applicable. Individuals should report health and safety concerns to the competition committee via email at financelab@rotman.utoronto.ca, who will promptly review, assess and implement measures to address the concern where appropriate.
Measure to reduce risk of exposure:
- Individuals who are sick or who have COVID-19-related symptoms should stay home/hotel/accommodation.
- Isolate until there is no fever and symptoms improve for 24 hours (48 hours for gastrointestinal symptoms), regardless of testing results or no testing.
- Refer to: Ontario COVID-19 Self-Assessment and Procedures in the Event of a Confirmed Case and/or COVID-19 Symptoms.
- Avoid touching your face, nose or mouth with unwashed hands.
- Wash your hands often and thoroughly with soap and water or alcohol-based hand sanitizer.
- Practice proper respiratory etiquette, such as sneezing and coughing into your elbow.
- Face masks are encouraged, and we ask everyone always to respect the decisions of others, their comfort levels, and their health needs.
Statement on Equity, Diversity, and Excellence
Equity and Human Rights
The purposes of this statement are to express the University’s values regarding equity and diversity, and relate these to the institution’s unwavering commitment to excellence in the pursuit of our academic mission.
At the University of Toronto, we strive to be an equitable and inclusive community, rich with diversity, protecting the human rights of all persons, and based upon understanding and mutual respect for the dignity and worth of every person. We seek to ensure to the greatest extent possible that all students and employees enjoy the opportunity to participate as they see fit in the full range of activities that the University offers, and to achieve their full potential as members of the University community.
Our support for equity is grounded in an institution-wide commitment to achieving a working, teaching, and learning environment that is free of discrimination and harassment as defined in the Ontario Human Rights Code. In striving to become an equitable community, we will also work to eliminate, reduce or mitigate the adverse effects of any barriers to full participation in University life that we find, including physical, environmental, attitudinal, communication or technological.
Diversity and Inclusiveness
Our teaching, scholarship, and other activities take place in the context of a highly diverse society. Reflecting the intersectionality in our community is uniquely valuable to Rotman, as it contributes to the diversification of thoughts, ideas, and perspectives that enrich our teaching, scholarship, and research activities. We will proactively seek to increase inclusion and feelings of belonging among our community members, with an aim to having a student body, teaching and administrative staff that mirror the diversity of qualified applicants. For more information, please click here.