Starlight Investments’ Post

Excited 🥳 to share I have completed New York Jobs CEO Council's Financial Analyst of Big Tech Company on Forage. In this simulation I, ● Completed a Simulation focused on financial analysis as an Analyst on the technology team at an investment bank. ● Played a pivotal role in aiding senior bankers to determine the feasibility of establishing a partnership with BigTechCompany. ● Demonstrated strong communication skills by articulately presenting findings and opinions to senior bankers. #financialanalysis #decisionmaking #communication

Who you get financial advice from is a huge decision—one we take incredibly seriously. We believe that one of the most important things to consider when hiring a wealth management firm is the culture of the team that will be serving you, because that directly impacts how they will serve you. Watch the video to get to know the Heritage Wealth Advisors team: what matters to us, how we work together, and how we serve our clients.

Ready to dive into the world of wealth?  Check out these in-demand roles. Whethere you are a numbers person, a strategist, or a creative problem-solver, there is a place for you in this ever-evolving sector. #WealthManagement #FinancialCareers #WealthCareers #WealthIndustry

I have completed New York Jobs CEO Council Financial Analyst Job Simulation on Forage - August 2024❤️ In this section i had , * Completed a Simulation focused on financial analysis as an Analyst on the technology team at an investment bank. * Played a pivotal role in aiding senior bankers to determine the feasibility of establishing a partnership with BigTechCompany.  * Demonstrated strong communication skills by articulately presenting findings and opinions to senior bankers. #cma #cmausa #forage #financialanayst #jobsimulation

Capital Markets / Investor Relations in Two Minutes or Less How I Fired a Sell-Side Analyst When a public company management team wants to fire an analyst or enact a coverage change, it is often because of some sort of disagreement in viewpoint. The best course of action in these situations is to remain calm, develop a plan, and execute that plan overtime to refute the negative analyst. Nevertheless, there are countless management teams that actively chose to die on the mountain of taking the situation personally. A public company executive should always resist the temptation to enter a disputation with an analyst or investor. Only action and execution can refute a steadfast negatively inclined investor. Likely disappointing to most, when I fired an analyst, the situation had nothing to do with his actual research. More importantly, I would never have a problem working with him in the future. The key in my scenario was the analyst made multiple mistakes, breaking multiple rules, which allowed me to re-evaluate the perceived value-add of the associated research effort: 1.     Activist Investor to a Site Visit 2.     Lack of Meetings at a Conference In this scenario, the analyst actually broke two rules. He wasted management’s time and brought a perceived ambush meeting. What Caused Change to Occur? No Further Support on Two Fronts: 1.     No Conference Participation 2.     No NDR / Site Visit Access In my particular situation, enacting change was quite simple. For two major reasons: 1.     Analyst Depended Upon Corporate Access 2.     M&A Rumors The analyst needed the corporate access in order to make continued coverage worth his time. Corporate access represents one of the primary monetization levers for an analyst. Multibillion dollar companies can ill afford to attend investor conferences and only receive one or two meetings. Secondly, the continued rumor of a deal in the background made it a natural time for the analyst to drop coverage. The high probability of M&A coupled with no corporate access signaled that monetization of research coverage would be nearly impossible. Remember, if a public company management team is so heavily focused on firing an analyst, the executive team is actually signaling that investor negativity is valid! A public company management team that sets and executes upon a long-term plan over quarters and years, will always diffuse negative investors! Any other response represents a hazard to your health. Wishing everyone an epic week ahead! Always here to help with your Capital Markets, Investor Relations, and Corporate Finance needs. #investorrelations #irchat #CFO #FP&A #CEO #capitalmarkets #corporatefinance #steverubis #reficioir

Capital Markets / Investor Relations in Two Minutes or Less A Chicago Handshake: From NBA Baller to Blacklisted Many analysts complain about not getting a question on an earnings call. There are a lot worse slights a Sell-Side Analyst can experience than being omitted from Q&A. My abnormal experience lies is a function of having a Sell rating on 50% of my coverage universe, particularly Cerner. My Sell ratings were not the token rating quota type. Issuing a Sell Rating seems to provide free license to abuse the analyst in question, just see Palantir CEO Alex Karp on Short Sellers and cocaine! Impediments I Experienced as a Sell-Side Analyst: 1.     Prohibited from Asking Questions on Earnings Calls 2.     Prohibited from Management Access 3.     Hostile, Threatening, Aggressive Emails from Executives 4.     Called an A** H*** by Sell-Siders that Never Met Me 5.     Sell-Siders Trashing Me to Executives in Front of My Face 6.     Omitted from Conference Calls of Covered Companies 7.     Prohibited from Attending Company Events 8.     Prohibited from Getting Non-Deal Roadshows (NDR) 9.     Told Off for My Sell Rating by Investors 10.  Told Off by a CEO During a Post Earnings Call Back 11.  Getting Sickened at an Analyst Lunch Event Despite all of these unprofessional actions, I still built a wildly successful research franchise! I got votes from Fidelity, Putnam, MFS, Morgan Stanley Investment Management, Carlson, Columbia, Franklin, and RS Investments! Crazy Actions Experienced as an Investor Relations Officer: 1.     Cussed Out for 30 Minutes by an Investor 2.     Reprimanded for Not Addressing a Sell-Side Analyst by His Correct Title 3.     Asked to Provide Material Non-Public Information – I Did Not Comply! 4.     Threatened Because an Analyst Did Not Get Investment Banking Business 5.     Short Attacked by a Sell-Side Analyst 6.     Bullied by Sell-Side Analysts for Not Calling Them First 7.     Having an Analyst Proactively Try to Create Situations to Ruin My Career. 8.     Told My Passion for Investor Relations Shows People Up Despite all of these actions, I have built a reputation of disarming some of the most difficult personalities! I continue to pay for my Sell on Cerner, several years after leaving the sell-side, I got emails from Cerner: 1.     Threatening My Unemployment 2.     Admitting to Ruining My Sell-Side Career Putting a Sell rating on Cerner, cost me my career, my marriage, and my family, and probably explains why the only job opportunity I have today is Cashier at Chick-Fil-A. A Sell Rating + Wrong Company = Career Suicide for a Sell Side Analyst! Wishing you an epic Friday! If you are looking to hire a best-of-the-best Investor Relations Officer please contact me! #investorrelations #capitalmarkets #corporatefinance #finance #earnings #earningscalls #CEO #CFO #steverubis #reficioir #mrinvestorrelations #equityresearch

Fall is almost here. Have you been toying with the idea of making a move and want to secure something before you close out the year? I am currently conducting several TMT Analyst searches and keen to connect with investment professionals experienced in Software or Internet, preferably on the buy side. If this opportunity aligns with your expertise, feel free to reach out by sending a message or sending your CV to awest@longridgepartners.com. #EquityLongShort #HedgeFund #InvestmentProfessionals #EquityResearch #SoftwareEquityResearch #InternetEquityResearch

Ready to dive into the world of wealth? Check out these in-demand roles. Whethere you are a numbers person, a strategist, or a creative problem-solver, there is a place for you in this ever-evolving sector. #WealthManagement #FinancialCareers #WealthCareers #WealthIndustry

Want to learn more about what I've been up to Analysys Mason? You are welcome to watch the video below. I will be more than happy to share more about my work and how we can help you.