Dr. James J. Valentine, DrBA, 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
Dr. 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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Analyst Future Analyst Analyst Manager Educator
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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Let us know your interests
AnalystSolutions respects your privacy and will never share your information with others. You can remove yourself from any distribution with one click.
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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:
- Free GAMMA PI™ assessment
- Free access to our presentation "Are You a Great Analyst?"
- Free full workshop (not "Preview" version), including all materials (Learner Workbook, Slides and Quick Reference Cards)
- Sample chapter of Best Practices for Equity Research Analysts
To ensure a quick verification of your role above (usually within one business day), please provide the email address issued by your organization.
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Try 2 of the 15 GAMMA PI™ Modules for Free
You will be directed to the FREE SAMPLE EDITION of our GAMMA PI™ Equity Research Analyst Self-Assessment. Please provide a valid email address to receive your results (your email address remains confidential within AnalystSolutions).
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Schedule a FREE Consultation
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Take Our Free Quiz
You will be directed to our 20-question quiz to determine if you possess the skills of a seasoned equity research analyst. Please provide a valid email address to receive your results (your email address remains confidential within AnalystSolutions):
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