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James Valentine

Managing Partner
AnalystSolutions
Country or state 
United States
Available to 
Global
Fee 
Ask for pricing
Languages 
English
Volunteer
Yes

Personal Details

Bio

James Valentine, CFA, started his career as an equity research analyst, where the major North American investor polls ranked him among the top three in his sector for ten consecutive years and Forbes identified him, as one of the top three among all 2,000 U.S. sell-side analysts. At the height of his career as an analyst, he was asked to take on a newly-created role as Director of Training for Morgan Stanley’s Global Research department. After implementing a new global training program for 500 analysts and associates, he realized far too many buy-side and sell-side analysts were approaching this profession without a strategy, which held them back from generating alpha. To remedy this, he began his independent effort by writing the top-selling book Best Practices for Equity Research Analysts and then founded AnalystSolutions, to help all analysts and prospective analysts improve their stock picking and receive greater recognition for those calls.

Current position (2)

Managing Partner

AnalystSolutions

Finance Professor

DePaul University

Presentations

Presentations (1)
Are You a Great Analyst?

This 50-minute presentation provides an overview of AnalystSolutions’ top 10 proprietary frameworks found in our most popular workshops. Using our GAMMA PI™ analyst assessment framework as the backdrop, we provide our best practices to help analysts overcome their most common challenges. More can be found at: https://www.analystsolutions.com/are-you-a-great-analyst/

  • All (4)
  • Videos (1)
  • Photos (3)
AnalystSolutions Home Page Video
James Valentine presenting
James Valentine presenting
James Valentine presenting
James Valentine presenting
James Valentine presenting
James Valentine presenting
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Books & Articles (3)

Best Practices for Equity Research
McGraw-Hill,
2011
The Proper Care and Feeding of Great Analysts
10 Steps for Equity Research Analysts to Perform Better

Expertise (17)

Business
Education
Equity research stock analysis author Professor CFA CFAI Equities Equity Analysis stock picking Executive Coaching Finance Financial Analysis investment analyst investment industry stocks

Awards & certifications (1)

Chartered Financial Analyst
CFA Institute
1993
Recommendations
Why choose me? 

Former top-ranked equity research analyst with 10 years of training analysts

Social media
Affiliations
Society Speaker Directory
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