Transition to a_hedge fund_-_wsi


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Transition to a_hedge fund_-_wsi

  1. 1. Transition to a Hedge Fund: Equity Long/Short Analyst Program<br />Introduction<br />
  2. 2. WSI Introduction<br />The Long/Short Equity Analyst Position<br />Overview of Investment Process<br />WSI Curriculum<br />Outline<br />
  3. 3. WSI Introduction<br />About Us<br />Meet Your Personal Team Member<br />Program Expectations<br />The Long/Short Equity Analyst Position <br />Overview of Investment Process<br />WSI Curriculum<br />Outline<br />
  4. 4. WSI Introduction<br />About Us<br />Founded and operated by individuals employed by Wall Street's most prestigious firms, Wall Street Insiders gives you the edge needed to develop a consistent and thorough investment process<br />By partnering with Wall Street Insiders, you remove the guess work and learn how real firms engage in investment research and make portfolio decisions. <br />
  5. 5. WSI Introduction<br />Personal Consultant<br />Work Experience<br />Degrees<br />Personal Team Member Example<br /><ul><li>Ryan
  6. 6. Manager of a Trading Firm
  7. 7. Long/Short Equity Analyst
  8. 8. Investment Banking Analyst
  9. 9. Engineering
  10. 10. Economics</li></li></ul><li>WSI Introduction<br />WSI<br />Client<br />Program Expectations<br /><ul><li>Detailed Walkthrough of Investment Process
  11. 11. Extensive Case Study
  12. 12. “Hands-on” Example at Each Stage
  13. 13. Cooperative Interaction and Personalized Service
  14. 14. Weekly Workload
  15. 15. Iterative Process with WSI Team Member
  16. 16. Communication</li></li></ul><li>WSI Introduction<br />The Long/Short Equity Analyst Position<br />What Is It?<br />Is It The Right Fit for Me?<br />Overview of Investment Process<br />WSI Curriculum<br />Outline<br />
  17. 17. Long/Short Equity Analyst Position<br />What Is It?<br />The Long/Short Equity Analyst is the engine that drives many of the most successful hedge funds. <br />A Long/Short Equity Hedge Fund attains superior risk-adjusted returns for investors by diving deep into companies and constructing a market-neutral portfolio consisting of both long and short positions. <br />Long/Short Equity Analysts are typically experts in a certain sector or geographic region, e.g., Technology and Telecom, Retail Companies, or Latin America. <br />
  18. 18. Long/Short Equity Analyst Position<br />Is It The Right Fit For Me?<br />Financial services is a diverse and complicated industry. How do I know if a Long/Short Equity Analyst position is for me? If you answer “yes” to some or all of these questions, then this may be the perfect job for you!<br /><ul><li>Ideal Candidates
  19. 19. Investment Banking Analysts and Associates
  20. 20. Equity Research Associates and Analysts
  21. 21. Individuals with a passion for capital markets</li></li></ul><li>WSI Introduction<br />Long/Short Equity Associate Role<br />Overview of Investment Process<br />Problem<br />Inputs<br />How do I form an Opinion?<br />How do I create a Pitch?<br />WSI Curriculum<br />Outline<br />
  22. 22. Overview of Investment Process<br />Problem<br />Your Portfolio Manager asks you to provide an investment opinion on a new stock. Would you know what to do?<br />TQNT<br />Buy or Sell?<br />?<br />WSI will provide you with the steps needed to solve this problem!<br />
  23. 23. Overview of Investment Process<br />Inputs<br />There are a lot of inputs needed to form an investment thesis. Would you know all of the necessary inputs and order of importance? <br />WSI will provide you with the steps needed to solve this problem!<br />
  24. 24. Overview of Investment Process<br />How do I form an Opinion?<br />There is a lot of information at your disposal. Would you know how to distill, evaluate, and form a profitable opinion?<br />WSI will provide you with the steps needed to solve this problem!<br />
  25. 25. Overview of Investment Process<br />How do I Create a Pitch?<br />After performing a lengthy research process, you need to create a pitch for your portfolio manager. Would you know how to create a concise and convincing investment argument?<br />WSI will provide you with the steps needed to solve this problem!<br />
  26. 26. WSI Introduction<br />Overview of Investment Process<br />Long/Short Equity Associate Role<br />WSI Curriculum<br />Outline<br />Outline<br />
  27. 27. By utilizing the case study method and analyzing a real <br />stock, our program simulates the actual investment process <br />from start to finish. We engage in detailed feedback at each <br />step:<br />Company Introduction & Fundamental Dive<br />Financial Model – Historical<br />Field Research<br />Financial Model – Forecast<br />Street’s Expectation<br />Management Meeting<br />Financial Model – Risk/Reward Analysis<br />Hedge Risk<br />Pitch<br />WSI Curriculum<br />Outline<br />
  28. 28. Participation is limited, sign up today:<br /><br />WSI Curriculum<br />