How to present a stock idea effectively
Wednesday 12 February 2025 | 13:00 - 13:50 | Webinar
This webinar is part of CFA UK's Sharpen your (research) analysis skills pathway
When you go for an interview as an investment analyst, you’ll almost certainly be asked to pitch a stock. Then once in the seat, it’s a regular occurrence.Almost everyone gets plenty of practice in presenting these days, but a stock pitch is a particular type of presentation which usually requires an accompanying note, a series of slides and positive delivery.
Veteran analyst and founder of the Behind the Balance Sheet training consultancy Stephen Clapham, will explain what to include, what to leave out, and how to leave a lasting impression.
In this webinar learn:
- Why there are only ever three reasons to buy or sell a stock
- Why you may need to spend more time on what could go wrong than could go right
- How to make your portfolio manager love your ideas
- Why effective presenting can do as much for your bonus as getting the stock calls perfect.
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.
Other events in the CFA UK Sharpen your (research) analysis skills pathway:
Data Visualisation – 22 January 2025
How to initiate on a stock – my process – 26 February 2025
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