Financial Services Section


The Financial Services Section provides a forum for members to discuss global financial issues related to banking and other areas of finance, including capital markets, private equity and venture capital, as well as best practices and new investment products and services available to information professionals working in the sector.

Curious to connect with the section’s colleagues? Find a list of members through the Member Directory. Log into the directory and select the “DBF – Financial Services section” option.

Taking the Frustration out of Finance

Seasoned experts and new researchers alike hit various roadblocks while digging into difficult research questions. This new series sponsored by the Financial Services Section will examine the often repeated, difficult research questions with guidance on approaches to research techniques and sources, in addition to ways you can add value for your client. Interactive in nature, we welcome additional suggestions in the comments.

Would you would like to participate in the Financial Services Section’s Taking the Frustration out of Finance series, or have a tricky finance-related question that you can’t quite figure out? Contact Emily Cox, Chair of the B&F Financial Services Section, at

2015 Financial Services Section Breakfast at the SLA Annual Conference

Join us in Boston for a delicious breakfast at the annual business and networking meeting of the Financial Services Section on Monday June 15th, 2015 from 8 – 9:30 am [Program Code: 1675]

The meeting will focus on the changing landscape of investment research and what current practitioners value in terms of the data and specific services they consume on a daily basis. We will host both buy- and sell-side research professionals, who will engage in a lively discussion on what works and what doesn’t in today’s 24-7 global market. A representative from Thomson Reuters will also be on the panel. New members and non-members are welcome.

Moderators: Jack Cahill, Manager Research and Instruction and Cutler Center for Investments, Horn Library, Babson College and Emily Cox, Financial Services Section Chair, BMO Capital Markets

Panelists: C. Robert (Bob) Chow, Portfolio Manager, Fidelity Management and Research and Scott Kern, Investment Banking Associate, Oppenheimer & Co.

Sponsor: Thomson Reuters

Breakfast Ticket Cost: $10 member/$15 nonmember

Chair’s Contact Information:
Emily Cox
Chair, Financial Services Section, SLA Business and Finance
Associate, BMO Capital Markets