Wednesday webinar at one: Are you truly great at equity research - and how would you know?
Wednesday 17 June 2026 | 13:00 - 14:00 | Webinar
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While most equity research analysts are intelligent and hardworking, the continued outflow from actively managed equity funds suggests a persistent gap between effort and results. In this focused presentation, James Valentine, CFA, author of Best Practices for Equity Research Analysts, introduces the GAMMA PI™ self assessment alongside more than 40 proven best practices designed to improve stock picking performance and increase recognition for high quality research.
Participants will explore the critical skills that consistently differentiate top-performing analysts, including how to generate differentiated insights, improve forecasting accuracy, deliver more compelling stock recommendations, and increase the influence of research with key decision‑makers.
What you will learn
This session focuses on developing the core GAMMA PI™ competencies, including:
- Generating informed, proprietary insights
- Improving forecasting and stock recommendation accuracy
- Communicating recommendations to motivate action
- Gaining client and stakeholder “votes” (sell side focus)
- Enhancing productivity and professional effectiveness
- Strengthening key individual characteristics of top analysts
Frameworks Covered
James will briefly introduce a set of practical frameworks, many developed after the publication of Best Practices for Equity Research Analysts, that help analysts improve research quality and impact:
- EPIC™ – Identifying and monitoring a company’s critical factors
- ASPIRE™ – Generating proprietary sources of insight
- ICE™ – Asking better questions to unlock insight
- ENTER™ – Ensuring research meets a consistent quality threshold
- TIER™ – Making more accurate stock recommendations
- FaVeS™ – Differentiating stock calls
- SHARE™ – Setting more defendable price targets
- ADViCE™ – Maximising the impact of research messages
- PRACTICE™ – Influencing others and getting ideas heard
- DEEM™ – Managing time to achieve professional goals
- BREAD™ – Becoming a top ranked sell side analyst (sell side only)
- GAMMA PI™ Self Assessment
Interpretation of the GAMMA PI™ self assessment results will be included during the session. Completion of the assessment is not required to benefit from the presentation, but all registered participants will receive complimentary access to the assessment in advance (a $49 value).
Participants who wish to complete the assessment should email Info@AnalystSolutions.com to receive a private access token.
Who Should Attend
- Buyside and sell side equity research analysts and associates committed to improving their research and stock picking skills
- Directors of Research, Portfolio Managers, training managers, and academic faculty seeking best practices for developing world‑class analysts
Timings
Registration: 12:55
Event: 13:00 - 14:00
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Speaker
James Valentine, CFA
James J. Valentine, CFA, DrBA, is a former top-ranked equity research analyst who later served as Morgan Stanley's Director of Training. For ten consecutive years, the major North American investor polls ranked him among the top analysts in his sector, and in 2006, Forbes named him one of the top three Wall Street analysts among all 2,000 U.S. sell-side analysts. Dr. Valentine founded AnalystSolutions and authored Best Practices for Equity Research Analysts. His influence extends globally: in 2024, the CFA Institute adopted his curriculum for its new Practical Skills Modules, a mandatory requirement for all Level II candidates approximately 35,000 annually.
He holds a doctorate from DePaul University and has directed the Applied Investment Management program at Marquette University. He currently serves as Executive in Residence at the Hawk Center for Investment Analysis at the University of Wisconsin-Madison. His latest academic research is featured in his co-authored book Inertia: Purposeful Inefficiencies in Financial Markets (Columbia University Press, 2025).
