Summer self-study equity research prep

One-day Fundamental Investment Research Seminar, Parker Center for Investment Research, Cornell S.C. Johnson College of Business

Goals:
1. Learn basics of fundamental research
2. Prepare draft one-page report
3. Learn next steps for learning more about fundamental research and careers in investment management

Venue:
1. Instructor leads discussion in key steps for conducting proprietary, fundamental research using
primary sources and preparing written recommendations
2. Students spend much of the day conducting research using online sources under guidance of instructor
3. Seminar held in Parker Center in Sage Hall
4. Morning coffee and afternoon lunch provided
5. Students finish day with dinner and discussion at the Glenwood Pines on route 89

Administration
1. Held on Saturday, August 11, 9:00 AM – 4:00 PM; dinner at 5:00 PM
2. Organized jointly by the Parker Center for Investment Research and the Investment Management Club
3. Led by Scott Stewart, member of Johnson Finance and Accounting faculties link

Content:
1. Discussion of fundamental research techniques
2. Sample one-page format
3. Finding an interesting stock to study
4. Online research tools
5. Finding basic information, including competitors
6. Primary sources
7. Industry analysis
8. Fundamental ranking
9. Valuation basics
10. Target prices
11. Buy/Sell/Hold recommendations
12. Next steps