Impactful Equity Research Educational Programs
Relevant workshops and presentations that help develop equity research analysts
Relevant workshops and presentations that help develop equity research analysts
Most equity research analysts are intelligent and hardworking, yet there is a massive outflow of assets from actively managed equity funds due to sub-par performance. To help analysts stem this outflow, James Valentine, CFA, author of the book Best Practices for Equity Research Analysts, provides a one-hour presentation covering over 40 best practices for improving equity research skills.
Our workshops are customized to help practitioners and students become more familiar with how analysts make great stock calls and maximize recognition for those calls. At the core is a philosophy that analysts will contribute to their firms more quickly by mastering the best practices of successful practitioners. Unfortunately, these methods are dispersed across the field of the top performers, few of whom have the time to mentor their colleagues.
Evaluate our program in helping you develop equity research analysts
AnalystSolutions respects your privacy and will never share your information with others. You can remove yourself from any distribution with one click.
AnalystSolutions respects your privacy and will never share your information with others. You can remove yourself from any distribution with one click.
We offer free full versions of our content for evaluation purposes (valued at over $700) to professionals holding the following roles:
You will receive:
To ensure a quick verification of your role above (usually within one business day), please provide the email address issued by your organization.
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).
Please answer these questions to help James Valentine prepare for your call (he will keep your responses confidential)
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):
We will attempt to reply to you within one business day based upon the responses to our questions below.