Webinar

Bloomberg’s Earnings Season and Data Visualization Toolkit

On Demand
Duration: 32 Minutes
Original Date: July 14, 2022

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As the financial technology landscape continues to change, more than ever modern investment professionals require an effective earnings season toolkit to compete. Research has long been an essential element of the investment process, and the ability to leverage both critical insights and tools effectively is critical to execute well. Join us for an applied conversation on how to leverage Bloomberg’s earnings season and data visualization solutions. During this session we will demonstrate how to leverage Bloomberg’s Earnings Season toolkit during 2Q 2022 Results Season: - How to compare reported earnings vs expectations on over 100 KPIs specific to a company’s industry and how the investment community assesses its business - Frictionless Excel integration to enrich and enhance your models - Bloomberg’s new AI and NLP document analytics and research journal platform - Industry Level KPI analysis using Bloomberg’s BQuant Platform

Speakers

Phil Capone

Buyside Market and Product Specialist

Bloomberg L.P.

Philip Capone, CFA has thirteen years of global institutional investment management expertise, primarily in front office, fundamental research positions at large asset managers and emerging hedge funds in New York City. Prior to his current role as an EMEA Buyside Market Specialist at Bloomberg, Philip advised investment funds directly responsible for over $10 billion of assets under management, and performed integral roles launching and scaling registered asset management firms

Grant Gordon

Product Manager, Company Financials

Bloomberg

Grant Gordon, CFA is an Equity Product Manager in Bloomberg's Company Financials Group. Grant oversees core equity functionality including MODL, FA, ANR and EE. Prior to his current role, Grant was an equity specialist focused on large hedge fund clients.

Lewang Lei

BQL Specialist

BLOOMBERG/ LONDON

Lewang is our BQL specialist from London Desktop Buildup Group, focusing on Bloomberg API products BQL and BQNT. She has years of experience in Fixed income/Foreign Exchange/Technical analysis, and currently working as the contact for BQL FI Products.

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