Student Professional Organizations

The Temple Finance Association (TFA) is a Student Professional Organization (SPO) at the Fox School of Business that provides members with the opportunity to engage with the financial industry leaders,
participate in workshops, and enroll in exclusive educational programs: Wall Street Boot Camp and the
Fox Fund. Those programs augment the finance coursework and facilitate the development of finance
professional skills. The TFA strives to encourage diversity in its membership by welcoming students of all genders, races, ethnicities, and backgrounds.
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The Temple Financial Planning Association (FPA) is a student professional organization at the Fox School of Business that provides members an opportunity to engage and interact with financial planning professionals representing firms from registered investment advisors, broker-dealers, and national investment firms. FPA members meet weekly to discuss financial planning and advising topics with industry guest speakers. The annual FPA Career Day sponsored event, and weekly student-led
workshops prepare students for internships and careers in financial planning. FPA encourages diversity
in its membership and is welcoming to students of all genders, races, ethnicities, and backgrounds.

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The Temple Real Estate Organization (TREO) was formed to encourage strong professional interface
among all of the disciplines which relate to real estate. A major goal is to foster scholarship and
professional excellence through communication between the academic and business professional
community in the fields of real estate, finance and development, architecture, urban planning, law, and
land economics. TREO provides an opportunity for Fox School of Business students to discuss, debate,
and solve problems involving land resources.
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Women in Finance (WiFi) was established in Fall 2018. WiFi members range from freshman to senior
female studentsfrom a variety of majors, including finance, accounting, management information
systems, risk management, and financial planning. WiFi intends to encourage professional development
of our members and enhance opportunities for women in financial services. It seeks to expose young
women to various career paths by holding student-run workshops and hosting female industry leaders
to speak about their business experience. Through attending weekly meetings, networking with other
members and students, and developing necessary real-world skills, members become confident and
prepared for future careers.
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Resources

The Fox School’s Capital Markets Room (CMR) is a computer lab that occupies a prominent position on the first floor of Alter Hall. The CMR has 50 computer stations with a subset of the stations configured as Bloomberg Professional terminals. Additional data access is provided through FactSet Research Systems and Thomson Reuters’s Thomson One. Specialized software programs such as Stata, Matlab, JMP, and Crystal Ball are also avaie of the main roles of the CMR is to support the William C. Dunkelberg Owl Fund. The Owl Fund is a student-managed equity fund with holdings selected by members of the Temple University Investment Association. A ‘ticker’ display in the room displays the holdings of fund.

Bloomberg for Education has recognized the Fox School of Business as an Experiential Learning Partner (ELP). The Bloomberg ELP program partners with the Fox School to provide an innovative and rigorous curriculum for Fox students that incorporates experiential learning through the Bloomberg Terminal. The Fox School offers innovative courses that build students’ financial market awareness and career readiness, and by using the Bloomberg Terminal, students can examine corporate fundamentals, assess relative value and understand corporate strategy in play. Through the ELP program, students gain insight into thousands of companies in more than 130 industries and understand the driving forces behind the movements in major asset classes, credit metrics, economics, and government policy. The Bloomberg Terminal at Fox brings together data, news and analytics to provide the kind of complete understanding of companies, industries and markets that is a cost of entry in the current financial job markets.

Bloomberg Basics
How to Create a Bloomberg Terminal Login Name

CapIQ (short for Capital IQ) is a market intelligence platform designed by Standard & Poor’s (S&P).  The platform is widely used in many areas of corporate finance, asset management and investment banking. The CapIQ platform provides private and public company information needed to perform an analysis that might be needed for M&A or to make investment recommendations. CapIQ is often essential to financial modeling classes and coursework.

CapitalIQ Log In Instructions

FactSet provides data and analytical applications to global buy and sell-side professionals, including portfolio managers, market research and performance analysts, risk managers, sell-side
equity researchers, investment bankers, and fixed income professionals. FactSet’s Workstation includes real-time news and quotes, company and portfolio analysis, multi-company
comparisons, industry analysis, company screening, portfolio optimization and simulation, predictive risk measurements, alpha testing and tools to value and analyze fixed income securities and portfolios.

Refinitiv is an American-British global provider of financial market data and infrastructure. Refinitiv runs more than 130 fintech data, analytics, trading, and risk assessment
tools including World-Check, FXall, Eikon, the execution management system REDI, Datastream for macro-economic analysis, Quantitative Analytics on the Cloud. Refinitiv also
maintains a database featuring more than a million mergers and acquisitions (M&A) deals spanning over 40 years, covering corporate finance transactions and investment banking league
tables across equity markets, debt, loans, bonds, project finance, initial public offerings (IPOs), joint ventures, repurchases, private equity and municipal bonds.

The Owl Fund

The William C. Dunkelberg Owl Fund (“Owl Fund”) is a student-run “value” equity investment fund that manages a portion of Temple University’s Endowment. The goal of the Owl Fund is to provide the Temple University students with a unique learning environment where they put investment principles into practice using live capital. Students prepare to initiate coverage equity reports on S&P 500 companies by conducting market research, financial analysis, and relative/discounted cash flow valuations on companies in an assigned sector to capitalize on undervalued securities. Industry-standard research tools such as Bloomberg Professional, FactSet and Thomson One are used to conduct company due diligence and valuation in creating research reports. Investment analysis and equity pitches are done in the Capital Markets Room.

The Fox Fund

The Fox Fund teaches students about capital markets through managing a virtual portfolio of U.S. equities. The ultimate goal of the Fox Fund is to prepare students to help manage a portion of Temple’s endowment in The Owl Fund and for their careers