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Author: James Valentine Publisher: McGraw Hill Professional ISBN: 0071736395 Category : Business & Economics Languages : en Pages : 465
Book Description
The first real-world guide for training equity research analysts—from a Morgan Stanley veteran Addresses the dearth of practical training materials for research analysts in the U.S. and globally Valentine managed a department of 70 analysts and 100 associates at Morgan Stanley and developed new programs for over 500 employees around the globe He will promote the book through his company's extensive outreach capabilities
Author: James Valentine Publisher: McGraw Hill Professional ISBN: 0071736395 Category : Business & Economics Languages : en Pages : 465
Book Description
The first real-world guide for training equity research analysts—from a Morgan Stanley veteran Addresses the dearth of practical training materials for research analysts in the U.S. and globally Valentine managed a department of 70 analysts and 100 associates at Morgan Stanley and developed new programs for over 500 employees around the globe He will promote the book through his company's extensive outreach capabilities
Author: Gillian D. Elcock Publisher: Ecademy Press ISBN: 1905823932 Category : Business & Economics Languages : en Pages : 166
Book Description
An experienced equity research analyst guides jobseekers every step along the way, from choosing which companies to target, to mastering the specialized interview process, in order to stand out from the pack.
Author: International Monetary Fund. Monetary and Capital Markets Department Publisher: International Monetary Fund ISBN: 1475557469 Category : Business & Economics Languages : en Pages : 248
Book Description
This paper discusses key findings of the Detailed Assessment of Implementation of the IOSCO (International Organization of Securities Commissions) Objectives and Principles of Securities Regulation on the United States. The United States has large, well-developed, and complex securities and derivatives markets. Postcrisis, the legal mandates of the Securities and Exchange Commission (SEC) and the Commodity Futures Trading Commission (CFTC) have significantly expanded. The level of funding of both the SEC and CFTC is a key challenge affecting their ability to deliver on their mandates in a way that provides confidence to markets and investors. The fragmented structure of equity markets remains a key challenge for the SEC.
Author: Sundeep Bajikar Publisher: BAJIKAR TECH INVESTOR ISBN: Category : Business & Economics Languages : en Pages : 200
Book Description
This book describes an equity research approach which combines principles of value investing with domain specific expertise in the technology industry. The book also provides an overview of the financial services industry and the different types of conflicts of interest that drive market participants toward objectives that may not be aligned with those of the individual investor. The book describes an equity research process that I have followed throughout my career as a financial analyst, and shows that equity research is difficult not just for the technical skills involved but also due to behavioral issues that one has to deal with quite frequently when it comes to investing. Equity Research takes a lot of work - much more than an individual investor is likely to be able to commit given that her main profession is probably something other than investing. A central message of the book is for the individual investor to find an independent investment manager who she can trust to pursue an investment strategy that is aligned with her goals.
Author: John Moschella CFA CPA Publisher: ISBN: 9781689598323 Category : Languages : en Pages : 239
Book Description
From the Author: This is not another boring, impossible to read, thousand-page textbook. On the contrary, this is an exciting journey into the world of Wall Street-style financial modeling. The motivation behind this book comes from my days as a new research analyst, trying to juggle the demands of 80-plus hour work weeks, FINRA exams, and client meetings, while attempting to learn the basics of modeling. At the time I sought outside educational resources only to find useless classes focused on spreadsheet tricks, or high-level theory-based books with little practical value. What I really needed was someone to sit down, and show me exactly how to build a model, using a real company as an example, from start to finish. Now, years after leaving the sell-side rat race, I have written the book that I sought when I was new to the street. The result is a clear, concise, easy to read guide on how to build a three-statement model. The book starts with an introduction to the industry and important background information for new analysts. Then, beginning with a blank spreadsheet, the text demonstrates exactly how to build a model using an actual company example. Throughout the chapters there are numerous images of the model which highlight key elements, as if I were pointing to a computer screen and explaining it directly to the reader. There are also more than 30 spreadsheets available for download to follow along with the text. After the model is built, I discuss effective ways to use it for forecasting and share valuation, and demonstrate how to maintain the model over time. I have also included insight from my experience in research, pitfalls to watch for, and frequently asked questions from my research team, to help add color to the subject matter. This book is a self-published, grassroots effort. You will not find a shiny professional cover or expert photographs inside. This book is less what you would expect from a traditional textbook, and closer to an informal conversation between me and the reader. Sometimes all you need is to talk to someone who has been there, and that is what you will get between these two covers. Ultimately the goal is to have my readers come away from their experience feeling empowered and excited to build an earnings model of their own. Regardless of whether or not you intend to start a career in equity research, if you would like to learn how to model earnings for a company, then this book is a good place to get started.
Author: Boris Groysberg Publisher: Stanford University Press ISBN: 0804787123 Category : Business & Economics Languages : en Pages : 200
Book Description
Wall Street Research: Past, Present, and Future provides a timely account of the dramatic evolution of Wall Street research, examining its rise, fall, and reemergence. Despite regulatory, technological, and global forces that have transformed equity research in the last ten years, the industry has proven to be remarkably resilient and consistent. Boris Groysberg and Paul M. Healy get to the heart of Wall Street research—the analysts engaged in the process—and demonstrate how the analysts' roles have evolved, what drives their performance today, and how they stack up against their buy-side counterparts. The book unpacks key trends and describes how different firms have coped with shifting pressures. It concludes with an assessment of where equity research is headed in emerging markets, drawing conclusions about this often overlooked corner of Wall Street and the industry's future challenges.
Author: William G. Bowen Publisher: University of Virginia Press ISBN: 9780813933399 Category : Political Science Languages : en Pages : 476
Book Description
Thomas Jefferson once stated that the foremost goal of American education must be to nurture the "natural aristocracy of talent and virtue." Although in many ways American higher education has fulfilled Jefferson's vision by achieving a widespread level of excellence, it has not achieved the objective of equity implicit in Jefferson's statement. In Equity and Excellence in American Higher Education, William G. Bowen, Martin A. Kurzweil, and Eugene M. Tobin explore the cause for this divide. Employing historical research, examination of the most recent social science and public policy scholarship, international comparisons, and detailed empirical analysis of rich new data, the authors study the intersection between "excellence" and "equity" objectives. Beginning with a time line tracing efforts to achieve equity and excellence in higher education from the American Revolution to the early Cold War years, this narrative reveals the halting, episodic progress in broadening access across the dividing lines of gender, race, religion, ethnicity, and socioeconomic status. The authors argue that despite our rhetoric of inclusiveness, a significant number of youth from poor families do not share equal access to America's elite colleges and universities. While America has achieved the highest level of educational attainment of any country, it runs the risk of losing this position unless it can markedly improve the precollegiate preparation of students from racial minorities and lower-income families. After identifying the "equity" problem at the national level and studying nineteen selective colleges and universities, the authors propose a set of potential actions to be taken at federal, state, local, and institutional levels. With recommendations ranging from reform of the admissions process, to restructuring of federal financial aid and state support of public universities, to addressing the various precollegiate obstacles that disadvantaged students face at home and in school, the authors urge all selective colleges and universities to continue race-sensitive admissions policies, while urging the most selective (and privileged) institutions to enroll more well-qualified students from families with low socioeconomic status.
Author: James M. Bartos Publisher: Kluwer Law International B.V. ISBN: 9041123628 Category : Law Languages : en Pages : 326
Book Description
Capital raising, mergers and acquisitions and securities trading around the world often involve some connection with the United States and implicate the US securities laws. United States Securities Law: A Practical Guide ,offers a concise overview of US securities laws from the perspective of a non-US participant. It is written not only for lawyers but for managers, bankers and others with an interest in the topic. This new edition has been significantly updated and expanded, including for the SEC's recent offering reforms and corporate governance developments. Praise for the Second Edition: This book has been a valuable resource in effectively counselling my company in the intricacies of SEC regulation. Jim, with his many years of counselling foreign issuers out of his firms London office, writes with a perspective that is particularly relevant to the needs of foreign companies listed on US exchanges. George Miller, Executive Vice President and General Counsel, Novartis Corporation. A well written and useful primer for those looking for quick, practical answers to real life questions or who wish to understand better the background and rationale to US securities law and regulation. Leland Goss, Managing Director, Credit Suisse. This book really is a practical guide to the US securities laws. It does a great job of explaining the rules and regulations in a way that can be understood by readers that are not themselves US securities lawyers. Peter Castellon, Director andamp; Counsel, Citigroup Corporate andamp; Investment Banking.
Author: James Valentine
Author: James Valentine
Author: Gillian D. Elcock
Author: International Monetary Fund. Monetary and Capital Markets Department
Author: Sundeep Bajikar
Author: United States
Author: John Moschella CFA CPA
Author: United States. Department of Health, Education, and Welfare
Author: Boris Groysberg
Author: William G. Bowen
Author: James M. Bartos