Excellence in Financial Training
Excellence in Financial Training
Equities, for many investors, provide a cornerstone in their asset allocation models. Our equity-related courses offer valuation and modeling suites as well as equity portfolio management programs. Additionally, as equity markets have provided a launching ground for a variety of innovations including dark pools, high frequency and algorithmic trading, we are pleased to offer a program that provides insights into how the modern equity trader functions using these tools and strategies.
Primer on Equity Valuation
Equity Valuation Suite
The Modern Equity Trader and Investor
This two day course provides attendees an in-depth review of the common approaches to equity valuation that are used by traditional and alternative asset managers. During this intensive program participants will examine the key analytical tools that are prevalent in equity valuation models. Aided by a series of case studies, participants will gain exposure to various techniques and approaches to valuation that are appropriate for different industries and sectors. The program will conclude with a review of how both traditional and alternative equity portfolios make use of valuation techniques.
Duration: Two days
Program Level: Intermediate
Prerequisites: Participants should be familiar with content in the Fundamentals of Securities Markets course and have taken Introduction to Financial Accounting (or similar)
For a detailed outline and additional information on this course or to find out about our other courses, contact us at (917) 306-7132 or MPorio@Lucasnassoc.com
The five day program provides attendees a comprehensive review of how equities are analyzed, valued and traded in today’s markets. The course begins with a deep dive into the relevant areas of financial accounting in order to provide the foundation for company analysis and subsequent valuation.
Participants will then learn common analytical tools that are prevalent in equity valuation models used by market practitioners. By exploring multiple cases through the program, participants will gain exposure to various techniques and approaches to valuation that are appropriate for different industries and sectors. The program will conclude with a review of how equities are traded and how both traditional and alternative equity portfolios make use of valuation techniques.
Duration: Five days
Program Level: Basic
Prerequisites: There are no prerequisites
For a detailed outline and additional information on this course or to find out about our other courses, contact us at (917) 306-7132 or MPorio@Lucasnassoc.com
While equity markets in the United States have existed for over 200 years, recent innovations have given rise to significant changes in a number of key aspects of equity investing. Hedge funds, high frequency trading and dark pools are now significant parts of the landscape for equity markets. Yet many traditional elements such as mutual funds, broker/dealers and fundamental valuation techniques remain integral to why and how stocks trade.
This one day course provides a complete and updated overview of the modern equity market and the equity-related securities traded within it. With numerous real-world examples, the program describes in detail how equity trading, products and markets have evolved in recent years. The class will also review valuation techniques used by both traditional investors and newer market participants such as hedge funds. Finally, participants will also learn how exchange traded funds have changed the approaches to equity portfolio management.
Duration: One day
Program Level: Basic
Prerequisites: Participants should be familiar with content in the Fundamentals of Securities Markets course
For a detailed outline and additional information on this course or to find out about our other courses, contact us at (917) 306-7132 or MPorio@Lucasnassoc.com
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