Save the Date: Stock Pitch Camp

Evening Fundamental Investment Research Seminar

Annual seminar hosted end of August in Sage Hall.

Goals

1. Learn basics of fundamental research
2. Begin to prepare a draft one-page report
3. Discuss next steps for learning more about fundamental research and careers in investment management

1. Instructor leads a discussion on key steps for conducting proprietary, fundamental research using primary sources and preparing written recommendations
2. Students spend much of the evening session conducting research using online sources under the guidance of the instructor
3. Organized jointly by the Parker Center for Investment Research, the Investment Management Club, and the Investing@Cornell interdisciplinary theme
4. Led by Scott Stewart, a member of the Johnson Finance and Accounting faculties

Content

1. Finding an interesting stock to study
2. Primary sources
3. Industry analysis
4. Valuation basics
5. Buy/Sell/Hold recommendations
6. Next steps: The One-Pager