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Title

Are You a Great Analyst?

Event Description

​Are you a great investment analyst? Most 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 AnalystSolutions' self-assessment along with over 40 best practices for improving these critical skills:​

  • 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
View Mr. Valentine's​ bio.

Please join us for what should be a very interesting lunch.

Event Type

Society; Educational

Education Topic

Equity Investments

Start Time

3/15/2017 12:00 PM

End Time

3/15/2017 1:15 PM

City

Madison

State/Province

Wisconsin

Event Country

USA

Event Region

Americas

Location Info

​The Madison Club
5 East Wilson Street
Madison, WI  53703

Speaker

James J. Valentine, CFA

CE Credits

1 credit

SER Credit

N/A

Currency

USD

Member Price

No Charge

Non-Member Price

$25

Candidate Price

$15 / University Student - $10

Registration

Registration has closed.

All Day Event

 

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Attachments

Content Type: MyCFA Custom Calendar
Created at 1/15/2017 3:53 PM by bmatthias@adminproserv.com
Last modified at 3/15/2017 4:20 PM by bmatthias@adminproserv.com