Introduction to Hedge and Fund Careers

Introduction to Hedge and Fund Careers

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Introduction and What is the Buy Side (Meaning Hedge Funds or Mutual Funds)?

  • 1. Course Introduction & Who is this Course For?
    5m 2s
  • 2. What is the Relationship Between the Buy Side and the Sell Side?
    5m 40s
  • 3. Practice Activity: Decide What Buy Side Role You Are Most Passionate About
    19s
  • 4. Practice Activity Results Analysis: Congratulations!
    3m 47s

Hedge Funds Overview

  • 1. Hedge Funds Introduction
    9m 20s
  • 2. A Day in the Life of a Hedge Fund Analyst
    4m 39s
  • 3. Pros and Cons of Working at a Hedge Fund
    2m 8s
  • 4. Other Hedge Fund Strategies (Event Driven, Computer Trading etc.)
    4m 49s

Mutual Funds Overview

  • 1. Mutual Funds Introduction
    6m 3s
  • 2. A Day in the Life of a Mutual Fund Analyst
    1m 7s
  • 3. Pros and Cons of Working at a Mutual Fund
    2m 57s

What is a Buy Side Research Process?

  • 1. Research Process Introduction
    1m 37s
  • 2. 8 Step Research Process
    7m 52s
  • 3. Completing an Investment Idea Template
    5m 15s
  • 4. Differences Between the Research Process at a Hedge Fund and at a Mutual Fun
    1m 21s

Catalysts

  • 1. What is an Investment Catalyst and Why is it Important?
    1m 11s
  • 2. Catalysts for Hedge Funds
    5m 15s
  • 3. Catalysts for Mutual Funds
    4m 24s

Coming Up with Hedge Fund Investment Ideas

  • 1. Introduction to Coming Up with Hedge Fund Long (Buy) and Short Ideas.
    1m 13s
  • 2. Top Down Versus Bottoms Up Hedge Fund Investment Ideas & Themes
    2m 48s
  • 3. How to Create and Pitch Hedge Fund Long Ideas
    4m 58s
  • 4. How to Create and Pitch Hedge Fund Short Ideas + Exercise
    6m 38s
  • 5. Analyzing Technicals and Stop Losses
    14m 20s

Coming Up with Mutual Fund Investment Ideas

  • 1. Introduction to Coming Up with Mutual Fund Long (Buy) Ideas.
    1m 24s
  • 2. How to Create and Pitch Mutual Fund Long (Buy) Ideas
    10m 30s

Accounting Part 1 of 3: Income Statement Analysis

  • 1. Why is the Income Statement Important & How Can It Help You Achieve Your Goals
    1m 49s
  • 2. Income Statement Explanation
    3m 57s
  • 3. Income Statement Example and Analysis
    8m 48s
  • 4. Income Statement Analysis Exercise
    1m 7s
  • 5. Income Statement Analysis Exercise Answers Explanations
    2m 57s

Accounting Part 2 of 3: Balance Sheet Analysis

  • 1. Why is the Balance Sheet Important & How Can It Help You Achieve Your Goals
    1m 8s
  • 2. Balance Sheet Explanation
    2m 4s
  • 3. Balance Sheet Example and Analysis
    8m 40s
  • 4. Balance Sheet Analysis Exercise
    59s
  • 5. Balance Sheet Analysis Exercise Answer Explanations
    2m 39s

Accounting Part 3 of 3: Cash Flow Statement Analysis

  • 1. Why is the Cash Flow Statement Important+How Can It Help You Achieve Your Goals
    1m 23s
  • 2. Cash Flow Statement Explanation
    2m 9s
  • 3. Cash Flow Statement Example and Analysis
    6m 34s
  • 4. Cash Flow Statement Analysis Exercise
    35s
  • 5. Cash Flow Statement Analysis Exercise Answer Explanations
    2m 8s
  • 6. Financial Statement Analysis Conclusion (How All 3 Statements Are Related)
    2m 17s

Financial Modeling Part 1 of 4: Introduction and Best Practices

  • 1. Why is Financial Modeling Important & How Can It Help You Achieve Your Goals
    2m
  • 2. Financial Modeling Best Practices
    5m 13s

Financial Modeling Part 2 of 4: Where Do I Get Historical Data From?

  • 1. Why is Investor Relations+SEC.Gov Important & How Can It Help Me Build Models?
    1m 41s
  • 2. Introduction to Investor Relations (A Great Model Data Source)
    11m 17s
  • 3. Introduction to SEC.gov (Another Great Model Data Source)
    7m 7s
  • 4. Yahoo Finance (Another Great Model Data Source)
    5m 28s
  • 5. What is the Quarterly Earnings Call & Why Is It Important for Modeling Purposes?
    4m 36s

Financial Modeling Part 3 of 4: Case Study: Building a Model for LinkedIn

  • 1. Case Study Introduction and What You Will Learn in this Section
    1m 53s
  • 2. Qualitative Analysis on LinkedIn (Also..Please Be Mindful of Compliance Rules)
    5m 18s
  • 3. What is the Total Addressable Market for LinkedIn and Why is this Important?
    6m 10s
  • 4. LinkedIn Model Introduction
    5m 15s
  • 5. LinkedIn Model Discussion in More Detail (Historical Data Only)
    17m 47s
  • 6. Forecasting the LinkedIn Model
    16m 35s

Financial Modeling Part 4 of 4: Financial Model Exercise

  • 1. Financial Modeling Exercises Introduction
    49s
  • 2. Financial Modeling Exercise
    3m 33s
  • 3. Modeling Exercise Answer Explanations
    10m 9s

Valuation Part 1 of 6: Introduction and Best Practices

  • 1. Introduction to Valuation
    1m 13s
  • 2. More Detail on Growth Versus Value and P/E + P/R + DCF Overview
    4m 21s

Valuation Part 2 of 6: Discounted Cash Flow (DCF)

  • 1. What is DCF, Why is it Important and How Does it Work?
    6m 16s
  • 2. Calculating the Terminal Value
    2m 43s
  • 3. Calculating the Weighted Average Cost of Capital (WACC)
    6m 23s
  • 4. DCF Example
    7m 45s
  • 5. DCF Exercise
    1m 57s
  • 6. DCF Exercise Answer Explanations Part 1 of 2
    19m 28s
  • 7. DCF Exercise Answer Explanations Part 2 of 2
    10m 31s

Valuation Part 3 of 6: Price to Revenue

  • 1. What is Price / Revenue and Why Do We Need to Base a Target Price on this Ratio?
    2m 10s
  • 2. Price to Revenue Example
    1m 44s
  • 3. Price to Revenue Exercise Answer Explanations
    5m 14s

Valuation Part 4 of 6: Price to Earnings & Additional Valuation Methodologies

  • 1. Introduction to P/E and Why it Matters
    2m 47s
  • 2. Price to Earnings Example
    2m 29s
  • 3. Price to Earnings Exercise Answer Explanations
    5m 44s
  • 4. Additional Valuation Methodologies
    1m 39s

Valuation Part 5 of 6: Final Target Price Calculation & "TAM Sanity Check"

  • 1. Our Final Price Target Calculation
    31s
  • 2. Using the TAM to Verify How Realistic Our Target Price Is
    1m 7s

Valuation Part 6 of 6: Differences in How Hedge & Mutual Funds Model & Value

  • 1. How Hedge Funds Create Financial Models and Target Prices
    6m 38s
  • 2. How Mutual Funds Create Financial Models and Target Prices
    8m 22s

Assessing Financials with Formulas

  • 1. Introduction to Formulas
    36s
  • 2. Amazing Formulas to Assess Financials
    7m 30s
  • 3. Discussion of the Answers to the Formulas Exercise
    10m 24s

Interviewing Management & Additional Compliance Topics

  • 1. Interviewing Management as Part of the Investment Research Process
    8m 28s
  • 2. Important Compliance Topics
    3m 20s

Buy Side Interview

  • 1. Getting Hired as a Mutual Fund Analyst
    5m 49s
  • 2. Getting Hired as a Hedge Fund Analyst
    9m 48s
  • 3. Interview Tips: Especially if You Have No Idea How to Answer a Question
    18m 4s

Keeping Your Boss (the Portfolio Manager) Happy at a Hedge Fund

  • 1. How to Manage Up (Yep - Your Boss Who is the Portfolio Manager)
    3m 35s
  • 2. Politics in Hedge Funds to Be Aware of
    3m 34s

Keeping Your Boss (the Portfolio Manager) Happy at a Mutual Fund

  • 1. How to Manage Up (Yep - Your Boss Who is the Portfolio Manager)
    3m 28s
  • 2. Politics in Mutual Funds to Be Aware of
    1m 54s

Getting Promoted from Analyst to Portfolio Manager at a Hedge fund

  • 1. What is the Role of a Hedge Fund Portfolio Manager?
    14m 40s
  • 2. How to Get Promoted from Analyst to Portfolio Manager Part 1 of 2
    19m 9s
  • 3. How to Get Promoted from Analyst to Portfolio Manager Part 2 of 2
    14m 17s

Getting Promoted from Analyst to Portfolio Manager at a Mutual Fund

  • 1. What is the Role of a Mutual Fund Portfolio Manager?
    4m 52s
  • 2. How to Get Promoted from Analyst to Portfolio Manager at a Mutual Fund
    5m 56s
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