Transforming Aspiring Analysts into Industry Leaders
Join the program that has propelled young professionals into top-tier firms in the industry.
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.
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.
Click the arrows and meet our faculty
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.
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Dok Kwon |
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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.
This will help us get to know you more and allow you to meet your instructor for the cohort.
Once admitted, you will have completed the screening process. The final step before starting would be completing the purchase of the program.
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
Picking Your Industry and Stock
Volume Growth, Price Growth, Market Share, TAM
Returns Focused, Growth Focused, R&D Focused, etc
Capital Return to Shareholders
Driving Revenue and Costs
Add-Backs
Using External Data and Company KPIs
Company or Industry Fundamentals, Which is More Important?
Competitive Moat’s
Peer Metric Analysis
Assets, Liabilities, & SH Equity
T-Accounts and Offsetting Entries
Working Capital
ROE, ROA, & ROIC
Address common questions ahead of time to save yourself an email.
Address common questions ahead of time to save yourself an email.
Address common questions ahead of time to save yourself an email.
Currently in development