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Identify and Monitor a Stock’s Critical Factors


James J. Valentine, CFA - Workshop is live, available online for $399; offered to CFA Society South Florida at substantial discount

Start Time

8/31/2016 5:45 PM

End Time

8/31/2016 9:30 PM

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Member Price


Non-Member Price


Candidate Price


Location Info

FAU Office Depot Center for Executive Education
​Room OD 103
777 Glades Rd
Boca Raton, FL 33431

Event Description

5:45 PM Check-in and parking tags provided. Sandwiches and refreshments served.
6:00 PM Workshop Starts

Workshop Goals
  • Improve stock picking and communications by quickly deciphering which information is likely to be material for a stock call.
  • Identify the 1-4 factors most likely to cause a stock to out- or under-perform during a typical investment time horizon.​
  • Find more about workshop and request a free preview of materials here
This Workshop Will Empower You To…
  • Improve time management, forecasting, stock picking and communications by focusing only on a stock’s 1-4 critical factors
  • Identify the financial statement impact zone for a potential critical factor
  • Quickly compute materiality to determine how much a factor may impact a stock’s price
  • Evaluate historical and current investment controversies to determine if they are likely to evolve into new critical factors
  • Use Analyst Solution's EPIC™ framework to quickly process inbound information to separate potential critical factors from noise
About the Workshop Author and Facilitator​: James J. Valentine, CFA

James Valentine, CFA, is the author of the top-selling book Best Practices for Equity Research Analysts and founder of AnalystSolutions. He began his career as an equity research analyst, where the major North American investor polls ranked him among the top three in his sector for ten consecutive years, and Forbes identified him as one of the top three among all 2,000 U.S. sell-side analysts. Between the time as an analyst and founding AnalystSolutions, he held the role of Director of Training for Morgan Stanley’s Global Research department where he implemented a new global training program for 500 analysts and associates. His passion is to help analysts improve performance which he does by conducting presentations and workshops for internationally-recognized conferences, buy-side and sell-side firms, CFA Societies and universities with top finance programs.

Event Type

Society; Educational

Society Category


Education Topic

Equity Investments; Portfolio Management

Event Region


CE Credit


SER Credit


Event Terms


Location Name

FAU Office Depot Center for Executive Education

All Day Event





8/31/2016 9:30 PM



Event Manager Email

Location Address

777 Glades Road

Location City

Boca Raton, FL 33431

Event Link


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Event Short Info

Approval Status Approved


Content Type: MyCFA Calendar
Created at 8/5/2016 6:34 AM by 38
Last modified at 5/26/2019 8:56 PM by 38