SIMR Bootcamp 2: Stock Idea Generation and Research Process

This is the second of three sessions where select MBA2 will discuss job search and investing techniques. The session will be 1 hour and 15 minutes long, with a 15 minute break.

The final bootcamp session of this fall will take place on Saturday, Oct 28, 1:00 - 2:30pm.

During this session, I will discuss how to generate compelling investing ideas and how to conduct bottom-up fundamental research. Materials used will be distributed to attendees after the session.

Session outline:
- What is investing?
- Importance of thinking differently against the crowd
- Sources of compelling investment ideas
- How to conduct fundamental research
- Q&A

Our guest:
Neville Commissariat is a full-time Stern MBA2. He is SIMR's VP of Buy Side and Co-Portfolio Manager of MPSIF Value Fund. This summer, he was a generalist research intern at Sycale Advisors, a value-oriented hedge fund. Prior to NYU Stern, Neville worked at Franklin Templeton in high-yield credit.

Instructor Bio:
Jerry Diao is a full-time Stern MBA2. He is SIMR's VP of Career Development and Co-Portfolio Manager of MPSIF Value Fund. This summer, he was an equity research intern at BAML's New York office on the U.S. Cable, Media and Satellite team. Prior to NYU Stern, Jerry worked as an actuary and a quantitative analyst.

Stern Investment Management & Research Society | Website | View More Events

Contact the organizers