Bentley University Hughey Center for Financial Services University of Delaware Finance Lab Conference August 22,

Integrating Financial Software into Curricula Primary Objective To increase the quality of the academic experience through the application of financial software as a teaching tool 2

Integrating Financial Software into Curricula Conference Sponsors FactSet Bloomberg S&P Capital IQ TraderEx 3

Hughey Center for Financial Services Mission Statement Our mission is to support the educational goals of Bentley University, by establishing a world-class facility for integrating cutting-edge financial research, innovative classroom design and the latest financial technologies into faculty coursework. We accomplish this mission by partnering with faculty and hiring students to work in the Trading Room. This process supports our faculty and affords students the opportunity to build their personal and professional portfolios through experiences in teaching, research and management. 4

Hughey Center for Financial Services Advisory Board Purpose: The Hughey Center for Financial Services Advisory Board (HCB) provides advice and counsel on issues and ideas concerning how the Hughey Center for Financial Services (HCFS) can better achieve its mission. Function: The Board will be asked, either collectively or individually, to provide insight that will assist the HCFS in: developing and implementing strategic initiatives assisting faculty in integrating Trading Room technologies into their courses/curricula advising about current organizational “best practices” optimizing HCFS and Bentley connections with our corporate and alumni partners 5

 FactSet Research Systems  Thomson One Analytics  Reuters Knowledge  DataStream Advance  S&P Research Insights  S&P Net Advantage  Palisade Hughey Center for Financial Services Infrastructure  Bloomberg  First Call  Mergent  Capital IQ  Morningstar Direct  Compustat  Financial Trading Software Historical Data & Analytical Tools

Hughey Center for Financial Services List of Services Course Integration  45+ graduate and undergraduate courses Certification Programs  Factset Knowledge Base  Bloomberg Professional Onsite Education  Mini Classes  Workshops  Self-paced Tutorials  Trading Simulations 7

Hughey Center for Financial Services Faculty Course Integration  FI 305 Principles of Accounting & Finance  FI 312 Advanced Topics in Investments  FI 320 Financial Markets and Investments  FI 331 Capital Markets  FI 335 Derivatives (undergrads)  FI 380 Advanced Managerial Finance  FI 623 Investments  FI 635 Fixed Income Valuation  FI 640 Equity Valuation  FI 645 Derivatives (grads)  FI 650 Advanced Portfolio Theory  FI 735 Mergers and Acquisitions  FI 751 Int’l Financial Management  GB 112 Tools & Concepts in Accounting and Finance  GB 212 Practice & Application in Accounting and Finance  GB 320 Integrated Project Management  GS 604 Global Strategy  MA 243 Discrete Probability  MA 252 Mathematical Statistics  MA 343 Discrete Options Pricing  MA 611 Analysis of Financial Time Series  MA 731 Applied Modeling  MA 799 Modern Data Mining 8

Hughey Center for Financial Services Bentley Students Benefits to Students:  High tech classroom  Hands on learning with state of the art databases  Strong interview skills gained through exposure to financial tools  Self-paced Tutorials  Trading Simulations  Wall Street 101  Bentley Investment Group  Employment Opportunities  Thought Leadership Sessions (Bitcoin panel discussion, Women in Finance) 9

Contact:Amy Whittaker Managing Director, Hughey Center for Financial Services