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James J. Valentine, CFA

  • Ranked top-3 equity research analyst by Institutional Investor for 10 consecutive years
  • 10 years as Managing Director at Morgan Stanley
    (New York and London)
  • Director of Global Training for Morgan Stanley’s global
    Research Department
  • Finance Professor for DePaul University

Valentine’s work has been quoted and recognized by the best financial media:

Learn how we create world-class equity research analysts

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Workshops

Our workshops are customized to help analysts and future analysts improve their stock picking skills and receive greater recognition for those calls.

Workshop Series for Individual Analysts
Workshop Programs for Analyst Managers
Workshop Series for Future Analysts

One-on-One Coaching

One-on-one coaching with Jim Valentine (in-person or via phone/web) gets to the heart of the challenge while reducing the time for analysts and future analysts to become among the best in the industry.

Coaching for Individual Analysts
Coaching Programs for Equity Research Departments
Career Advice for Future Analysts

Assessments

GAMMA PI™ is the only self-assessment for buy-side and sell-side equity research analysts to identify their strengths and blind spots. Our Quiz helps future analysts determine if they have the basic knowledge to succeed in this competitive field.

GAMMA PI™ for Analysts and Analyst Managers
Quiz for Future Analysts

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Evalulate our tools for free

We offer free full versions of our content for evaluation purposes (valued at over $700) to professionals holding the following roles: 

  • Manager of buy-side or sell-side analysts (DOR or PM)
  • CFA Society leader responsible for programming
  • Professor teaching students pursuing careers in equity research

You will receive:

  1. Free GAMMA PI™ assessment
  2. Free access to our presentation "Are You a Great Analyst?"
  3. Free full workshop (not "Preview" version), including all materials (Learner Workbook, Slides and Quick Reference Cards)
  4. Sample chapter of Best Practices for Equity Research Analysts

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Try 2 of the 15 GAMMA PI™ Modules for Free

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