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James J. Valentine, CFA, founder of AnalystSolutions and author of Best Practices for Equity Research Analysts, presenting at the University of Akron

CFA Society Cleveland

Wednesday, April 6, 2011 from 3:45 PM to 8:00 PM (EDT)

Akron, OH

James J. Valentine, CFA, founder of AnalystSolutions...

Ticket Information

Ticket Type Sales End Price Fee Quantity
CFA Cleveland Members Ended Free $0.00
Free Guest of a CFA Member Ended Free $0.00
CFA Candidates, Students & Faculty Ended Free $0.00
Non-CFA Cleveland Members / Non-Candidates / Non-Students / Non-Faculty Ended $20.00 $0.00

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Event Details

Who:          James J. Valentine, CFA, founder of AnalystSolutions and author of Best Practices for Equity Research Analysts. He'll be joined by distinguished panelists David MacGregor, CFA, Founder and President of Longbow Research; Nick Raich, CFA, Director of Research at Key Private Bank; and Elliott Schlang, CFA, Managing Director of Great Lakes Review.

What:        Join CFA Society of Cleveland in celebrating northeast Ohio’s thriving investment research community with James Valentine, CFA.  Mr. Valentine will be joined by three distinguished local analysts to discuss the skills and traits of successful analysts.  This is also a chance for those who aren’t aware of what the CFA designation means to learn about its value while gaining access to experts in investment research.  In addition, it’s a great opportunity for sponsors not only to entertain clients, but also to network with other potential clients/investors, all while supporting the CFASC.

When:        Wednesday, April 6, 2011                                            
    

                                3:45 – 4:15 Registration

4:15 – 5:15 CFA Program Presentation

5:15 – 5:30 Break

5:30 – 6:45 James J. Valentine, CFA, followed by panel discussion 

6:45 – 8:00 Networking

 

Where:      University of Akron – InfoCision Stadium-Summa Field FirstMerit Foundation Club Level

Cost:          CFASC Members and one guest – No charge

Students and Faculty – No charge

All Others - $20 per person

Cost includes hors d’oeuvres and drinks

RSVP Deadline: Friday, April 1st  

 

Featured Speaker:

James J. Valentine, CFA, Founder of AnalystsSolutions

James J. Valentine, CFA, is the founder of AnalystSolutions, dedicated to providing best practices, training and career advancement services for equity research analysts.  He is also the author of Best Practices for Equity Research Analysts (published by McGraw-Hill), a body of work to help analysts in the formation and delivery of their stock calls.

                                                                                   

Valentine has held a number of roles at four of Wall Street’s largest firms, including most recently Morgan Stanley where he was the Associate Director of North American Research as well as Director of Training for the firm’s global Research department.  He was also an established research analyst where, for 10 consecutive years, he was ranked by the major Wall Street institutional investor polls as one of the top analysts within his sector.  In 2006, Forbes named him one of the top three Wall Street analysts among all 2,000 U.S. sell-side analysts that year.  He has been recognized for his stock picking, earnings forecasts and client service from the Wall Street Journal, Thomson Reuters, Institutional Investor, and Greenwich Associates.  He holds a Masters degree in finance and the Chartered Financial Analyst (CFA) designation.  He lives in a Connecticut suburb of New York City with his wife and three children.  More information about his efforts can be found at jamesvalentine.com.

 

Sponsorship Opportunities:

**This event is targeted at a much broader audience than regular CFA Society of Cleveland events. It’s a great opportunity for sponsors not only to entertain clients, but also to network with other potential clients/investors, all while supporting the CFASC.**

Headline sponsor (3 available): $1000. Includes a table for 8, signage, and recognition in the program.

Table sponsor: $100. Includes preferred seating and a table tent with logo. 

 

More information regarding sponsorships is available on the (separate) Sponsorship Form.
 
For general questions or for more information, please contact Katie Khoury at 216-696-8066 or cfa@cleveland.cfasociety.org. 

 NOTE 1:  After registering you will receive a confirmation email.

NOTE 2:  Not all attendees will be listed below because many are still registering via phone or email, and their names haven't been manually added to this list yet.

Have questions about James J. Valentine, CFA, founder of AnalystSolutions and author of Best Practices for Equity Research Analysts, presenting at the University of Akron? Contact CFA Society Cleveland
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When & Where


University of Akron
302 E. Buchtel Ave.
Akron, OH 44304

Wednesday, April 6, 2011 from 3:45 PM to 8:00 PM (EDT)


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Organizer

CFA Society Cleveland

 

The CFA Society Cleveland, formerly The Cleveland Society of Security Analysts, was founded in 1950 and provides investment-related programs and services to its Northeast Ohio-based membership. The CFASC has approximately 450 members, and is a member society of CFA Institute, formerly the Association for Investment Management and Research (AIMR). AIMR was formed in January 1990 as a combination of the Financial Analysts Federation, founded in 1947, and the Institute of Chartered Financial Analysts, and was renamed CFA Institute in 2004. CFA Institute currently represents more than 100,000 members, who include the world's 90,000 CFA charterholders, in 135 countries and territories.

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