Are You a Great Equity Research Analyst?

How can you become the best equity research analyst?

Most analysts are intelligent and hardworking, and yet our profession is under attack. To help analysts become their best, James J. Valentine, CFA, author of the book Best Practices for Equity Research Analysts, provides a 50-minute presentation based on our GAMMA PI™ framework, which introduces our 10 proprietary frameworks and over 40 best practices (these frameworks are the core to our six primary workshops).

• Generate Informed Insights
• Accurately Forecast
• Make Accurate Stock Recommendations
• Motivate Others to Act on Recommendations (communications)
• Acquire Client Votes (for sell-side only)
• Productivity
• Individual Characteristics

Buy-side & Sell-side

Equity research analysts and associates with a strong drive to improve their equity research skills

College Students

Seeking to become an equity research analyst

Educators

Seeking best practices for developing world-class analysts

Preview Presentation Slides

James J. Valentine, CFA

About the Presentation Creator 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.