- Understand various factors that make up investment thesis.
- Learn how to approach earnings releases and quarterly model updates.
- Gain practice in analyzing earnings reports and normalizing them to arrive at adjusted EBITDA.
- Learn how to adjust quarterly models and “wrap” quarterly into annual forecasts while handling reconciliation challenges.
- Research considerations
- Types of reports research professionals develop
- Typical research workflow around earnings releases and quarterly model updates
- Research process
- Formulating of investment thesis
- Developing research best practices
- Analysis of earnings reports
- Moving from extraction of key financial metrics to the normalization of financial metrics and adjusted EBITDA
- Quarterly model considerations
- Adjustments to quarterly models
- “Wrapping” quarterly into annual forecasts and handling reconciliation challenges
Where
This is an online event.CFA Society of Columbus WSP - Introduction to Equity Research Modeling & Analysis
CFA Columbus is pleased to be partnering with Wall Street Prep to offer our members access to discounted boot camps!
Introduction to Equity Research Modeling & Analysis 4-Hour Virtual Power Session
Demystifying Equity Research
THIS IS NOT AN ACADEMIC EXERCISE. TRAINING IS LED BY EXPERIENCED SELL-SIDE PROFESSIONALS WHO EXPLAIN HOW IT'S DONE ON THE JOB.
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Learn Quarterly Modeling & Research Best Practices - Learn how research professionals approach earnings releases and quarterly model updates, how they formulate the investment thesis, what adjustments they make to normalize financial metrics to arrive at adjusted EBITDA, and best practices when working with quarterly models.
- Led By Experienced Sell-Side Equity Research ProfessionalsThis is an abbreviated version of the training used to onboard sell side research associates at bulge bracket investment banks.
What You'll Learn