Teaching Skills of Top-Performing Analysts

Teaching the most important skills required of successful analysts, not taught anywhere else

1
Identify and Monitor a Stock’s Critical Factors
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2
Generate Differentiated Insights Through Better Discovery, Questioning, and Influencing
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3
Apply Practical Valuation Techniques for More Accurate Price Targets
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4
Master the Stock Call Techniques of Highly Experienced Analysts
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5
Communicate Unique Stock Calls Successfully So Others Take Action
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6
Maximize Your Time for Alpha Generation
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  • Provide real-world training to improve equity research skills such as mastering stock picking skills and getting recognition for stock calls
  • Share the best practices of top-performing expert practitioners
  • Utilize the delivery method that best suits your needs (Live-in-person, Live-web-based, or On-demand)
I brought Jim to our CFA society for a lunch to talk to our members about best practices in equity analysis. He was fantastic. I highly recommend his book and would urge all of the other CFA societies to book him. He was very engaging (we actually went over by 30 minutes and everybody stayed) and the content was fantastic. One of the best professional development programs out there.

Sam Chang
Board Member
Hartford CFA Society

Our Analyst Workshop Program

Identify and Monitor a Stock’s Critical Factors

  • 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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Workshop Length
4 hours
Availability
  • Live, in-person
  • Live, web-based
  • On-demand (24x7)
CFA CE Credits: 4.0

Generate Differentiated Insights Through Better Discovery, Questioning, and Influencing

  • 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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Workshop Length
3 hours
Availability
  • Live, in-person
  • Live, web-based
  • On-demand (24x7)
CFA CE Credits: 3.0

Apply Practical Valuation Techniques for More Accurate Price Targets

  • 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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Workshop Length
4 hours
Availability
  • Live, in-person
  • Live, web-based
  • On-demand (24x7)
CFA CE Credits: 4.0

Master the Stock Call Techniques of Highly Experienced Analysts

  • 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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Workshop Length
4 hours
Availability
  • Live, in-person
  • Live, web-based
  • On-demand (24x7)
CFA CE Credits: 4.0

Communicate Unique Stock Calls Successfully So Others Take Action

  • 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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Workshop Length
4 hours
Availability
  • Live, in-person
  • Live, web-based
  • On-demand (24x7)
CFA CE Credits: 4.0

Maximize Your Time for Alpha Generation

  • 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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Workshop Length
2.5 hours
Availability
  • Live, in-person
  • Live, web-based
  • On-demand (24x7)
CFA CE Credits: 2.5
BPERA Book Cover (high res)

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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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