Maximize Your Time for Alpha Generation

 

Required Workshop Materials & Pre-work

Below are the required materials for the upcoming workshop, Maximize Your Time for Alpha Generation, separated into each file type. Please ensure the printed copies are separated accordingly.

Workshop Pre-work

To complete Pre-work for this event, login by selecting “My Workshops” in the upper right of this page,
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If you have not yet logged in to our website, please login here: https://analystsolutions.com/?p=26142

IMPORTANT: Each participant MUST have a private token, distributed by AnalystSolutions, in order to take the time management assessment (the assessment will be administered before or during the workshop, depending on the workshop timing).  If you have not received tokens for your participants, please let us know ASAP.

Required Workshop Materials

PLEASE PRINT EACH FILE BELOW SEPARATELY, OR DOWNLOAD TO A COMPUTING DEVICE (with Microsoft Word) BEFORE THE WORKSHOP

Maximize Your Time for Alpha Generation

OPTION 1: Download all files at once in this ZIP file (after extracting, read the instructions for use in the table below):
ZIP FileZIP File (Contains all workshop files)

OPTION 2: If you cannot download the ZIP file above, download the individual files below.

TYPE OF FILE/DOCUMENTACCESS
Learner Workbook (Microsoft Word)
  • Download only if you will be loading to a laptop computer with Microsoft Word to use during the workshop
PDF Icon (New)Slide Booklet (PDF)
  • Should be viewable (via paper or computing device) during workshop
PDF Icon (New)Reference Cards (PDF)
  • Should be viewable (via paper or computing device) during workshop

We kindly ask that you not re-distribute or make copies for others, as the materials are copyrighted and intended only for those who are registered for our events.

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Let us know your interests

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Subscriptions:
Assessment and Book Samples:
Workshop Free Previews:
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  • Manager of buy-side or sell-side analysts (DOR or PM)
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  • 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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