Workshop Pre-work

We’re looking forward to your participation in the upcoming workshop, Generate Differentiated Insights Through Better Discovery, Questioning and Influencing.

 
To get the most out of this workshop, you are encouraged to use material from companies you are currently researching. At least a day in advance of the workshop, please collect the information below and have with you during the workshop (in hard copy or on a computing device):

  • 3 news stories (or blog entries) about a stock, preferably from industry trade sites, blogs or journals that quote at least one live source of information other than company management
  • A speaker list for an upcoming or prior instance of one of the industry’s largest conferences not sponsored by a financial services firm (this list can usually be found on the conference website under “agenda” or “speaker list”)
  • Names and titles of the leadership of at least one industry trade association (can usually be found in the “About us” section of the industry association’s website)
  • Name(s) of largest privately-held companies (if they exist in the assigned sector)
  • Name(s) of forecasting services or consulting firms specializing in the assigned sector

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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.

Subscriptions:
Assessment and Book Samples:
Workshop Free Previews:
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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:

  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

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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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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