How to initiate on a stock – my process
Wednesday 26 February 2025 | 13:00 - 13:50 | Webinar
This webinar is part of CFA UK's Sharpen your (research) analysis skills pathway
It’s a stressful time, initiating on a new stock, but it’s also a fascinating and intellectually rewarding challenge. On the buyside, you sometimes have the luxury of being able to drop something if it proves too difficult to analyse, too complex or just too uncertain. That isn’t an option available to sector specialists on the buyside and sellside.
In this webinar, veteran former sell-side analyst Stephen Clapham, founder of Behind the Balance Sheet and author of the Smart Money Method, will:
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Explain the tips and tricks he used at two multi-billion hedge funds to shorten the time required to initiate a stock position.
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Explain the process on the other side of the fence.
Speaker
Stephen Clapham, founder of Behind the Balance Sheet
Stephen is the founder of Behind the Balance Sheet. Following a 25-year career as an investment analyst, Stephen decided to put that experience to good use and offer training to professional investment analysts and portfolio managers. More recently, our online school offers training to private investors as well.
Stephen’s experience includes working on the ‘sell side’ for a number of investment banks, and the ‘buy side’ as a partner and head of research at two multi-billion dollar firms. He has won awards like the prestigious Starmine Most Accurate Forecaster award and is regarded as one of the top forensic analysts around.
CFA UK are pleased to confirm veteran analyst Stephen Clapham, founder of Behind the Balance Sheet training consultancy, for an exclusive pathway series: Sharpen your (research) analysis skills, which has been designed for investment analysts. Discover the secrets to effective data presentation, learn how to pitch stock ideas with confidence, and master the strategies for initiating stock positions efficiently. Gain insights into the flexibility available on the buyside and techniques for tackling complex or uncertain analyses.
Don't miss this opportunity to enhance your analytical skills and boost your career!
Other events in the CFA UK Sharpen your (research) analysis skills pathway:
Data Visualisation – 22 January 2025
How to present a stock idea effectively – 12 February 2025
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