Best Practices for Equity Research Analysts

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CFA China
Source: CFA Institute

57:00, video webcast, recorded on 24 June 2011
Posted on 27 January 2012

James J. Valentine, CFA, is founder of AnalystSolutions, dedicated to providing best practices, learning, and career advancement services for equity research analysts. Previously, he was associate director of North American research and director of training for the global research department at Morgan Stanley. Mr. Valentine is author of the book Best Practices for Equity Research Analysts. He has earned recognition from the Wall Street Journal, Thomson Reuters, Institutional Investor, and Greenwich Associates for his stock picking, earnings forecasts, and client service. In 2011, the New York Society of Security Analysts presented Mr. Valentine with its Furthering Research Award. He holds a master’s degree in finance.

This information is accurate as of the date of recording.


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Summary

James J. Valentine, CFA, presents some insights from his recently published book, Best Practices for Equity Research Analysts. He discusses creating time for value-added research, developing an edge to generate proprietary insights, creating differentiated, high conviction stock calls, and communicating those stock calls effectively.

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Credits · About the CE Program
1 CE (including 1 SER) Manage CE Credits

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