WORKSHOP: Learn How to Model and Do It Right
Sunday, June 5, 2016 | 1:00PM
- 3:00PM | Room: Grand Hall A
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Economics and Markets
| Liana Moussatos, Ph.D. | Mark Vignola, Ph.D. |
Amy Conrad |
Fasttrack your career through financial modeling and quickly become an expert in your industry. Financial modeling is one of the primary functions in sell-side equity research. The most important ideas, opinions and an overall investment thesis about a company are derived and even communicated through financial models. Because of this complex function, modeling is less about getting it “right” with the perfect Excel spreadsheet and formulas, but more about understanding whether the model achieves its goals, supports the overall thesis on a company and paints a picture of future expectations. Once a sell-side analyst has initiated coverage on your company, it is important that the investor relations professional understand the model. Learning and understanding the model will give the company great insight into how that particular analyst is communicating your story to Wall Street stakeholders, which in turn, provides great internal value to the company. Through this process, you will get up to speed quickly on your industry and become an expert through modeling!
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Learning Objective 1: Learn about different valuation models
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Learning Objective 2: Learn who to talk to and the right questions to ask to get up-to-speed in your company’s industry
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Learning Objective 3: Create a model that demonstrates the assumptions built into your company's current stock value