Equity Research & Asset Management Jeff Carnevale, VP of Research (SSB) Dan Moon, VP of Education (UBS)

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Presentation transcript:

Equity Research & Asset Management Jeff Carnevale, VP of Research (SSB) Dan Moon, VP of Education (UBS)

Sell Side vs. Buy Side Research Buy Side Sell Side Customers Nature of Research Examples Rev.Generation Mutual funds, Pension funds, Hedge Funds, Endowments Decision intensive, High level of accountability. Broader coverage base Management and/or Performance Fees, Individual investors, Corporations, Trusts Merrill Lynch, SSB, UBS, Sanford Bernstein, Lehman, Value Line, S&P Brokerage Commissions, Investment Banking Fees Institutional Investors (the buy side), Retail Investors, Corporations Information intensive, industry expertise

 Passion for the markets and investing  Strong writing and communication skills  Resilience – “Thick Skinned”  Intellectual Curiosity  Intuitive, big picture thinking  Disciplined  Less quantitative than you might think What it takes to be a good analyst Career paths beyond research  Portfolio Management  Industry, Corporate Finance  Private Equity / VC Is Research a good fit for you?