Our Network is Your Advantage

Next Cohort Countdown

Enrollment will close after the countdown expires or when the class is full. We limit the class to 10 seats for a higher quality experience.

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Our Mission

Disrupt the traditional path into high finance

In reality, firms don't want to hire new analysts with no experience and spend months training you. They want turn-key individuals ready to hit the ground running. The value you can deliver from the start makes you an attractive candidate for any firm. This is where Equity Research University fills the gap. Getting high-quality training that is not just watching videos but interacting with an instructor with over 16 years of experience in which 3 years were as a hedge fund portfolio manager. We also value what is next for our students. At the end of the program, you are evaluated and introduced to firms within the client network with the likes of Citadel, Millennium, Point 72, Balyasny, Goldman Sachs, Morgan Stanley, Barclays, and J.P. Morgan. 

Instructors

Click the arrows and meet our faculty

Doug Garber

Head Instructor

Doug Garber, brings a wealth of experience from top-tier financial institutions. Currently the CIO and Managing Partner at Westport Alpha Group, Doug leads cutting-edge research and investment strategies. His prior roles included senior portfolio manager at Millennium, where he managed a multi-sector equity portfolio, and founder of Katahdin Capital, a Millennium platform company. At Citadel, he was a top-ranked equity analyst, and he has also held senior positions at Dahlman Rose & Co. and FBR.

Adam Robinson

Dean of Learning

Adam Robinson is a seasoned financial professional currently serving as the Senior Portfolio Manager at Millennium since 2020. He brings extensive experience from his previous roles, including five years as a Portfolio Manager at Balyasny Asset Management L.P. and four years as Vice President of Proprietary Commodity Trading at Koch Industries. Adam’s expertise in commodities trading was further developed during his tenure as Vice President at RBS Sempra Commodities and Director of Commodities at Armored Wolf LLC. He began his career as an Energy Research Analyst at Lehman Brothers, gaining valuable insights into energy markets. With a strong background in portfolio management and commodity trading, Adam Robinson is dedicated to fostering educational excellence and professional growth in his role as Dean of Learning.

Rise above your peers

See the impact of learning from a seasoned Analyst and Portfolio Manager who managed $1 billion and trained a dozen analysts over his 16 years in the industry. Discover how his expertise and mentorship have transformed careers and how his network can open doors to top firms.

Testimonials



Dok Kwon
Works at XYZ making big bucks, buy the course


Dok Kwon
Works at XYZ making big bucks, buy the course

Dok Kwon
Works at XYZ making big bucks, buy the course

Dok Kwon
Works at XYZ making big bucks, buy the course

Dok Kwon
Works at XYZ making big bucks, buy the course

Dok Kwon
Works at XYZ making big bucks, buy the course

Dok Kwon
Works at XYZ making big bucks, buy the course

Dok Kwon
Works at XYZ making big bucks, buy the course

Dok Kwon
Works at XYZ making big bucks, buy the course

Dok Kwon
Works at XYZ making big bucks, buy the course

Dok Kwon
Works at XYZ making big bucks, buy the course

Dok Kwon
Works at XYZ making big bucks, buy the course


Admission Process

  • Application

    After selecting the "Apply Now" button, you will be sent to a form where you can fill out your basic information. Here, you will also share why you are a fit for the program and more about your background.

  • Interview

    This will help us get to know you more and allow you to meet your instructor for the cohort.

  • Enrolling

    Once admitted, you will have completed the screening process. The final step before starting would be completing the purchase of the program.

Set Yourself Apart. Stand Out to Top Firms.

Apply Now

Why Our Students are Successful?

It's their ability to learn from LIVE sessions with Doug and expand their network

  • All programs receive LIVE trainings and mentorship

  • Grow confidence through repetition of teachings and community network

  • Expand your professional network with our client network with the likes of Citadel, Millennium, Schonfeld, Third Point, and Point 72

Course curriculum

    1. Picking Your Industry and Stock

    1. Volume Growth, Price Growth, Market Share, TAM

    2. Returns Focused, Growth Focused, R&D Focused, etc

    3. Capital Return to Shareholders

    1. Driving Revenue and Costs

    2. Add-Backs

    1. Using External Data and Company KPIs

    1. Company or Industry Fundamentals, Which is More Important?

    2. Competitive Moat’s

    3. Peer Metric Analysis

    1. Assets, Liabilities, & SH Equity

    2. T-Accounts and Offsetting Entries

    3. Working Capital

    4. ROE, ROA, & ROIC

About this program

  • 37 lessons
  • 0 hours of video content
  • Learn the fundamentals to model out the 3 financial statements using real examples.
  • Understand how to analyze industries and speak with management.
  • Determine the company's value and develop your thesis.

FAQ

  • How long is the program?

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  • Are all students admitted?

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  • How often are the live sessions

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University Road Map

Currently in development