Required Workshop Materials

For the upcoming training event, Jim Valentine will be presenting 5 workshops from our core workshop series. Below are links to the required materials, separated into each workshop.

Workshop Materials:

  • If you intend to print hard copies, download the files below and ensure they are separated accordingly.
  • If the files will be used only on a computer, please download (with Microsoft Word) before the event.

Workshop 1: Identify and Monitor a Stock’s Critical Factors

Workshop 2: Generate Differentiated Insights Through Better Discovery, Questioning and Influencing

Workshop 3: Master the Stock Call Techniques of Highly Experienced Analysts

Workshop 4: Communicate Unique Stock Calls Successfully So Others Take Action

Workshop 5: Maximize Your Time for Alpha Generation**

(**This workshop requires taking the Time Management Assessment well before the workshop using the token–received from your event coordinator or in your pre-work email if sent directly from AnalystSolutions. To begin the assessment, go to http://assessments.analystsolutions.com/index.php/318854?lang=en and enter your token. If you did not receive a token, contact us at info@analystsolutions.com.)

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

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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  • Manager of buy-side or sell-side analysts (DOR or PM)
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  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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