simulated equity research training

Offers job simulation like practical experience

Develops durable raw skills that are transferrable

Hands on teaching of 2nd LEVEL knowledge know-how.

Bootcamp training to reeducate employed analysts

Gain career perspective from a > 25-year experienced portfolio manager/analyst.

1:1 Case study-based learning

Who & what this is useful for?

  • For university & college students

    Those considering a career in investment banking, asset/wealth management, private equity, fintech, or financial consulting.

    Can offer quasi-internship practical experience as well-rounded as any summer internship.

    Can help “level the playing field” for all types of Liberal Arts or BSc/MA degrees - finance, math, economics, history, PPE, international relations, accounting, statistics, political science, etc.

    A perfect complement to a university investment club experience.

    Is training appropriate for referral from college career services counselors.

  • For professionals

    For those attempting a career switch into the investment industry from outside or a switch within from the back office to investment team.

    Helping analyst job seekers with portfolio manager aspirations prepare for the critical case study part of interview.

    Bootcamp training for employed analysts - to better develop their raw investing skills and to learn from a 1:1 mentor.

    In lieu of costly online accreditation analyst courses - who offer access to pre-recorded tutorials or classroom style group lectures.

  • To develop durable raw skills

    To awaken and activate your “inner” intellectual CURIOSITY + CRITICAL THINKING, CONTRARIAN creativity + high CONVICTION resolve.

    To acquire 2nd LEVEL knowledge gathering know-how - via 1st hand single stock due diligence & risk management.

    Practice with the full range of skills that are required to eventually make the jump to key investment decision maker/portfolio manager.

    To make yourself both indispensable versus and compatible with AI generated research.

  • To gain career perspective

    On different career paths, roles and opportunities.

Analyst bootcamp

For budding employed analysts

Employer sponsored outsourced training to reeducate & reinforce the durable raw investing skills of their analysts.

This program is purposed to train these analysts how to assume investor/buyside type single stock responsibilities that can fit with different kinds of investment philosophies and strategies.

Bootcamp style training

A compressed program, that is focused on more advanced case study-based training. Purposed to build strengths out of weaknesses via challenging mental workouts and brutally honest instructor feedback.

Early indoctrination of 2nd LEVEL knowledge, a fresh standard for single stock due diligence and risk management.