- 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.
Maximize Your Time for Alpha Generation
Workshop
2.5 hours
2.5 hours
Availability
CFA CE Credits
2.5
2.5
The Problem
Most analysts’ daily workflow prevents them from gaining an edge in generating alpha. Distractions such as an overfilled inbox, non-stop news alerts and too many unnecessary conference calls and meetings cause many analysts to lose their focus. The result can be following the herd for stock picks. Only by taking control of their day, can analysts create the time to develop a great out-of-consensus idea.
The Solution
Strategic allocation of time is the best weapon in an analyst’s arsenal. As discussed in the best-selling book Best Practices for Equity Research Analysts, after watching hundreds of buy-side and sell-side analysts perform their jobs over 15 years, one fact is clear: the top analysts play offense with their time while everyone else plays defense. They ignore most, if not all, of the typical distractions found in their role. This allows them the time to explore unique avenues that lead to great stock picks. AnalystSolutions provides a highly innovative approach to help analysts shift from researching defensively to researching offensively in order to improve stock picking success.
This Workshop Will Empower You To…
- Utilize an action plan created during the workshop to dominate your calendar with alpha-generating activities and minimize low-value activities
- Apply guidelines for assessing the appropriate amount of time to spend on equity research activities
- Differentiate between playing offense vs. defense in order to prioritize high and low value activities for generating alpha
- Apply best practices for delegating, automating, and outsourcing low-valued activities that are not likely to generate alpha.
- Identify the most typical disruptions and distracting behaviors for equity research analysts and utilize methods to eliminate them
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Free Sample Module and Materials From This Workshop
James J. Valentine, CFA
About the Workshop Author and Facilitator
James Valentine, CFA, is the author of the top-selling book Best Practices for Equity Research Analysts and founder of AnalystSolutions. He began his career as an equity research analyst, where the major North American investor polls ranked him among the top three in his sector for ten consecutive years, and Forbes identified him as one of the top three among all 2,000 U.S. sell-side analysts. Between the time as an analyst and founding AnalystSolutions, he held the role of Director of Training for Morgan Stanley’s Global Research department where he implemented a new global training program for 500 analysts and associates. His passion is to help analysts improve performance which he does by conducting presentations and workshops for internationally-recognized conferences, buy-side and sell-side firms, CFA Societies and universities with top finance programs.
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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).