CFA Equities Utilities 
Life on the Buy Side
DECEMBER 24, 2022
I have a confession: I failed the CFA Level II exam the first time I sat for it. Back then, they only gave the CFA Level II exam once per year, so I had to wait until the next June to retake it. To set the stage for my failure, I started a new job as an equity analyst after getting my MBA and had just passed Level I in December.
Mergers and Inquisitions
FEBRUARY 28, 2024
While everyone seems to know about equity research and trading stocks, fixed income research gets far less attention. Equity Research vs. Fixed Income Research Common Myths What Do You Do as a Fixed Income Research Analyst or Associate? Each role has common analytical elements, but the specifics and deliverables differ (e.g.,
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OfficeHours
MAY 24, 2023
You can also utilize online platforms like LinkedIn to build relationships and seek mentorship opportunities. Further, you can consider obtaining relevant professional certifications, such as the Chartered Financial Analyst (CFA) designation, to enhance your qualifications and demonstrate your expertise in finance and investment analysis.
FineMark
OCTOBER 17, 2023
billion, and ranked #6 on Forbes’ Real-Time Billionaires List (as of 10/11/23), Buffett is widely regarded as the most successful equity market investor of the past century. As the quote from Warren Buffett above suggests, we share his view on the utility of short-term market forecasts. benchmark equity index, the S&P 500.
FineMark
APRIL 13, 2023
The first quarter of 2023’s equity market performance (shown in Figure 1, below) exemplifies why such scenarios — and their accompanying dire reports — don’t necessarily beget lower market prices nor should they cause an overreaction. In the coming years, AI could offer a solution to a potentially massive labor shortage.
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