Webinar

Optimize Financial Modeling with the New Interactive Calculator: BI Briefing

On Demand
Duration: 26 Minutes
Original Date: March 15, 2022

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Bloomberg is in the process of rolling out a financial modelling tool, using Office 365, that takes deep consensus estimates for segments and products and translates them into a live and interactive 3-statement model. Assumptions can be adjusted to reflect your own views. When you enter your assumption they override the consensus estimates that are pre-populated into the model. Now you can compare the impact of your assumption changes on earnings and see how your view compares to the consensus values. All segments roll up to a consolidated financials tab, where users have the ability to adjust assumptions for consolidated items like tax rate as well as cash flow and balance sheet items. Once you have used the segments tab and the consolidated financials tab, the calculator allows you to look at the relative value of the company using the consensus inputs or if you have input your own assumptions, that scenario.

Speakers

BRIAN EGGER

Senior Industry Analyst

BLOOMBERG/ INTELLIGENCE NEW YORK

Brian Egger is a Senior Industry Analyst at Bloomberg Intelligence, where he covers the gaming and lodging industries. Earlier in his career, Brian was a nationally-ranked equity research analyst at Credit Suisse and BMO Capital Markets. He held four team positions, including two second-place rankings, in Institutional Investor's 'All-America Research Team.' He was also recognized six times as a Wall Street Journal 'Best on the Street' analyst. During a twenty-year career on Wall Street, Brian held positions of increasing responsibility as securities analyst at Goldman Sachs, Credit Suisse, BMO Capital Markets, and Topeka Capital Markets. He served as Associate Director of Research at BMO and Director of Research at the Institutional Research Group. Brian received a B.S. in Economics from the Wharton School of the University of Pennsylvania and an M.B.A. from the University of Chicago's Booth School of Business. He taught securities analysis to MBA students as an Adjunct Finance Professor at Columbia Business School and is the author of Social Media Strategies for Investing (Adams Media, November 2014).

Roger Thomson

Regional Marketing Analyst, Bloomberg Intelligence

Bloomberg

Roger Thomson is the Regional Marketing Analyst for Bloomberg Intelligence in EMEA. Prior to joining Bloomberg in May 2020, he held senior institutional sales roles with UBS and Morgan Stanley, for over 20 years. Prior to that he worked as a portfolio manager, covering U.S. Equities at Edinburgh Fund Managers. He has built and maintains excellent senior client relationships with leading asset managers. He is a CFA Charterholder.

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