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Portfolio Manager Edge Series - Equity Research & Valuation Workshop

Event Description

Dallas - July 28th

San Antonio - July 29th 

Houston - July 30th 

This series focuses on helping portfolio managers efficiently streamline workflows of monitoring current equity holdings and identifying potential replacements.  We will review the dynamics between value & momentum strategies to construct portfolios that give you an edge to outperform.  Key discussions will also include how to maintain objectivity to achieve process driven outperformance results that are leverageable and repeatable. 


Topics include 

EDUCATION - UNDERSTANDING THE PITFALLS WITH TRADITIONAL METRICS

•        How to accurately measure corporate profitability 
•        The best way to value a company 
•        Quantitative and qualitative approaches to investing

INVESTMENT PROCESS - GAIN AN EDGE IN CONSTRUCTING PORTFOLIOS

•        Develop a consistent and repeatable process for equity stock selection
•        Solutions to save time and outperform
•        Communicate market conditions to clients

RESEARCH - LEAVE WITH ACTIONABLE IDEAS THAT CAN BE IMPLEMENTED

•        Complimentary 6 month trial access to institutional research and models 
•        Actionable high impact recommendations 
•        Portfolio Review 
•        State of the market review

 

AFG’s latest valuation cycle research will be presented by Rafael Resendes, co-founder of The Applied Finance Group. The talk will discuss AFG's intrinsic value model, its historical efficacy and how

micro-aggregation of valuation signals helps understand current and future market cycles.

 

This is an invitation only conference.  

 

If you have an interest in attending and would like to register, please email Saul Marquez or Chris Austin

 

Event Type

Society

Education Topic

 

Start Time

7/30/2015 12:00 AM

End Time

7/30/2015 11:59 PM

City

Houston

State/Province

 

Event Country

 

Event Region

Americas

Venue

 

Speaker

 

CE Credits

 

SER Credit

0

Currency

USD

Member Price

 

Non-Member Price

 

Candidate Price

See registration for details.

Registration

If you have an interest in attending and would like to register, please email Saul Marquez or Chris Austin

All Day Event

Yes

Recurrence

 

Society

 

Attachments

Content Type: MyCFA Custom Calendar
Created at 6/1/2015 2:29 PM by kelly@amchouston.com
Last modified at 6/1/2015 2:29 PM by kelly@amchouston.com