Webinar

Bloomberg Research Tools: Analyze, Annotate, Collaborate

On Demand
Duration: 21 Minutes
Original Date: June 29, 2023

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Leverage your improved access to broker content to navigate Bloomberg's AI-powered research platform, which leverages natural language processing (NLP) to let you search across broker research with precision. In this session we will explore how you can extend your search with AI-topic trends and ""intelligent synonyms"" to efficiently provide the most comprehensive results. Annotate and comment on content that supports your thesis and share your findings with your team. You will be introduced to Bloomberg Forums, which are persistent chats that apply NLP to posted comments. Leverage Bloomberg’s document search engine or DS to discover the research, annotations, and chat posts available to you on a security.

Speakers

Matt McCarvill

Research Workflow Specialist

Bloomberg

Matt McCarvill is a Workflow Specialist focused on improving the internal and external research workflow of Bloomberg's buyside customers. Over the last 20 years, Matt has been a relationship manager for a variety of Bloomberg customers, covering the State of Missouri, larger broker dealers and the Boston Buyside, with the last eight years as a Research Specialist, helping customers access and evaluate content. Matt has an Economics degree from Villanova University.

Rowan Daiksel

Hedge Fund Account Manager

Bloomberg

Rowan Daiksel is a Product Manager at Bloomberg, overseeing Document Search (DS ) capabilities on Terminal and Mobile. Prior to this role, Rowan was advising our New York and Chicago Hedge Fund clients on how to optimize their Bloomberg Terminal workflows across functions and asset classes.

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