Are You a Great Equity Research Analyst? Self-assess With GAMMA PI™



Watch James Valentine, CFA, author of the book Best Practices for Equity Research Analysts, provide you with various steps (GAMMA PI™) to self-assess and improve your critical skills to be a better and efficient research analyst. See the schedule below for various webinars.

Upcoming Courses

Online Courses

Identify and Monitor a Stock's Critical Factors online

* Improve stock picking and communications by quickly deciphering which information is likely to be material for a stock call

* Identify the 1-4 factors most likely to cause a stock to out- or under-perform during a typical investment time horizon

 

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Generate Differentiated Insights Through Better Discovery, Questioning and Influencing online

* Cultivate and utilize proprietary sources of insight to create differentiated and impactful stock calls

* Conduct interviews with company management and information sources in a manner that will yield investment insights

 

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Apply Practical Valuation Techniques for More Accurate Price Targets online

* Improve setting price targets by objectively assessing the market’s psychology towards the stock at present and in the past

* Better calibrate price targets by correctly identifying the catalyst likely to move the stock and evaluating realistic upside and downside scenarios

 

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Master the Stock Call Techniques of Highly Experienced Analysts online

* Ensure an out-of-consensus critical factor and catalyst have been accurately identified and thoroughly researched before making a stock call

* Make more accurate stock recommendations by identifying the ideal entry point and avoiding the most common mind traps

 

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Communicate Unique Stock Calls Successfully So Others Take Action online

* Ensure research is expectational, novel, thorough, examinable and revealing before communicating to others

* Communicate stock-related messages in a manner that is differentiated, validated, conclusion-oriented, easy-to-consume and aware of other views

 

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Maximize Your Time for Alpha Generation online

* Prioritize 7 key tactics and 30 traditional equity research activities to support the goals necessary for becoming a top-performing analyst

* Utilize best practices for scheduling, prioritizing and working more efficiently

 

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Instructor

James Valentine, CFA, is author of Best Practices for Equity Research Analysts, founder of AnalystSolutions, and a former top-ranked analyst. Major North American investor polls ranked James Valentine among the top 3 analysts in his sector for 10 consecutive years. Forbes identified him as one of the top 3 among all 2,000 U.S. sell-side analysts. At the height of a highly-successful career as an analyst, he was asked to take on a newly-created role as Director of Training for Morgan Stanley’s Global Research department. After successfully implementing a new training program for 500 analysts and associates around the world, he decided to leave the comfort of his position – to help even more analysts. He then wrote the best-selling book Best Practices for Equity Research Analysts and founded AnalystSolutions to help analysts apply best practices for creating and communicating alpha-generating ideas.

Video Instructions

Note: Participants will need to ensure their computer is compatible with Adobe Connect prior to the workshop.

Conduct this 60-second test with your system by going to: http://analystsolutions.adobeconnect.com/common/help/en/support/meeting_test.htm

  
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