Research Teams Curriculum


Saturday, January 21st: First Senior Analyst Meeting

Thursday, January 26th: Analyst Orientation

Thursday, February 2nd, 9th, 16th, 23rd: Analyst Training Sessions

April 5th: Presentation Skills Training

March: Bloomberg and Excel Training

April 26th or May 3rd: Final Presentations


General Research Outline

January/February: Research multiple stocks within sector/industry. (These may be either “buy” stocks or “worth waiting” stocks)

March: Narrow down stock choices to 2-3 per Analyst

April: At the beginning of the month the Industry Team and Chief Research Officer (CRO) will vote on which stocks to pitch to the Board

April/May: Final Presentations

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