Westmount Partners’ Post

Introducing Rowan Goeller, the first analyst featured in our new series of "In Conversation with... the Analyst Community."  In a landscape witnessing significant changes, insights from seasoned professionals like Rowan are invaluable.  When asked about whether there was an overlap in the role of IROs and traditional sell-side and buy-side research, Rowan offered a firm view. He highlighted the distinct nature of these roles, suggesting that IROs may explore alternatives like sponsored research. He also mentioned that addressing conflicts of interest and fostering independent company perspectives requires a shift in mindset and approach. Rowan's insights set the stage for further discussions with the analyst community. We are planning other similar enriching exchanges to deepen our understanding of the evolving investment landscape.  For a detailed review of Rowan's interview please visit our website's blog. https://lnkd.in/gJu4msSt #IRSociety #analystcommunity #investmentinsights #investmentresearch #financialanalysis #investmentlandscape #IROs

🚀 Today at 4:15pm EDT, join us for an exclusive webinar with Jay Kaeppel, Senior Research Analyst at Sundial Capital Research! Learn about the 30-30-30-10 Strategy to optimize your portfolio and minimize risk. Don't miss out on this opportunity! Register now! #InvestmentStrategy #MarketInsights #WebinarToday #JayKaeppel #SundialCapitalResearch 📈✨

𝗦𝗵𝗼𝘂𝗹𝗱 𝘆𝗼𝘂 𝗶𝗻𝘃𝗲𝘀𝘁 𝗶𝗻 𝘀𝗵𝗼𝗿𝘁-𝘁𝗲𝗿𝗺 𝗼𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝗶𝗲𝘀? Here's the insight from Value Research analyst. To watch the entire roundtable discussion and to get your fund-specific queries answered, click here: ➡️https://bit.ly/49AMFoB

🎉🏆 We're thrilled to announce that Jerry Davidse of Presilium Private Wealth has been recognized as a 2024 Forbes Best in State Wealth Advisor! 🌟 Congratulations to Jerry for this well-deserved honor, a testament to his unwavering commitment to excellence and dedication to his clients. 🙌📈 #Forbes #WealthAdvisor #PresiliumPrivateWealth #BestInState #SHOOKResearch Data provided by SHOOK® Research, LLC — Data as of 6/30/23. Forbes America’s Top Wealth Advisors and Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com.SHOOK is a registered trademark of SHOOK Research, LLC.

CHAPTER 1: INTRODUCTION TO RESEARCH ANALYST PROFESSION LEARNING OBJECTIVES: After studying this chapter, you should know about: • Role of a research analyst • Primary responsibilities of a research analyst • Basic principles of interaction with companies and/or clients • Important qualities that are desired in a Research Analyst  Parth Verma The Valuation School #NISM #Researchanlyst

Interested in learning the different paths to a Head of position in the market? When speaking to Managers, Deputy Head of's, and Senior Analysts a common topic is how to make that move to the Head of level. While being in the right place at the right time after a retirement or move may seem like the answer there are some ways to improve your chances. -> Gain experience working across multiple classes instead of being a specialist in one. -> Gain management experience - the more the better and across different lines. -> Build your network with senior stakeholders, find a role where you can regularly work with the Head of CAT/EM, CRO, and other senior stakeholders. -> Take that reporting role or at least take the lead in reporting, understand what the regulators expect, and how to communicate with them and senior stakeholders internally. To most, this step is almost as hard as breaking into CAT Risk but gaining the RIGHT experience can make you stand out when that role comes to the market. If you are thinking of making this move in the next 2-3 years and want to see some opportunities that can make it easier drop me a message. (E): Patrick.Archer@EamesConsulting.com (M): +44 7427 987678

Thank you to Forbes and Shook Research for recognizing me as one of Arizona's BEST-IN-STATE Wealth Advisors for a second time. *The Forbes ranking of Best-In-State Wealth Advisors (awarded to Jacob Gold), developed by SHOOK Research, is based on an algorithm of qualitative data, rating thousands of wealth advisors with a minimum of seven years’ experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Research summary as of June 2023 and 32,725 nominations received, based on thresholds - 15,854 invited to complete online survey - 13,114 telephone interviews - 2,085 in-person interviews at Advisor’s location. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.

Let's be honest, these "best analyst" surveys often face scrutiny for their methodology and doubtful client impact. Nevertheless, within most firms, these rankings carry serious weight. Analysts brutally compete for top spots, understanding the influence those rankings can have on career progression and compensation. For experienced clients and wealth managers, the true value of research lies in ongoing dialogue and the offer of actionable insights, not simply survey results. Ultimately, these rankings highlight internal dynamics within the financial industry, serving as a benchmark more for analysts than a definitive guide for clients seeking the best possible advice. #financialservices #wealthmanagement #investmentresearch #investmentbanking

🚀 Shaping Impactful Outreach at SG Analytics: Crafting a Powerhouse Strategy! 💼💡 ✨ **End-to-End Support Framework:** At SG Analytics, we don't just play the game; we set the rules. To create a game-changing outreach strategy, our team developed a comprehensive end-to-end support framework. 🔍 **Thorough Due Diligence & Industry Review:** We kicked things off with some serious internal due diligence and a deep dive into the industry landscape. No stone left unturned! 🏗️ **M&A Gold Mine:** Digging into the last five years of the industrial space, we identified M&A gems that laid the groundwork for our strategy. 🤝 **Peer Analysis Prowess:** We weren't satisfied with surface-level insights. Our peer analysis was razor-sharp, giving our client the edge they needed. 🎯 **Strategic Investor Screening:** Category by category, we screened potential strategic investors, providing contact details for a direct line to success. 💰 **Valuation Mastery & Football Field Analysis:** Crunching numbers is our forte. We executed a detailed valuation exercise followed by a Football Field analysis for the win. 🔄 **End-to-End Sell-Side Support:** From prep to close, we had our client covered at every phase of the sell-side mandate lifecycle. Preparation, marketing, investor outreach, diligence – you name it, we nailed it. Dive into the full success story: [SG Analytics Outreach Excellence](#) 🚀💻 https://lnkd.in/dSxtWbRG #SGAnalyticsSuccess #OutreachMasters #StrategicGameplan

✨📈 Embarking on a New Chapter: My Triumph in Financial Analysis with Forage✨ I am ecstatic to announce that I have successfully completed the Financial Analyst📈 simulation with the 🌟New York Jobs CEO Council🌟on Forage . This wasn't just a course; it was a journey into the heart of investment banking, with a focus on technology sector finance💸 🔍 Deep Dive into Financial Analysis: The simulation plunged me into the intricate world of numbers and strategies. I navigated through complex financial data, developing a keen eye for detail that's crucial for any analyst. 🤝 Strategic Partnership Evaluation: I played an instrumental role in a high-stakes project, assessing the viability of a partnership with BigTechCompany. This experience sharpened my ability to weigh risks against potential rewards, a skill indispensable in the finance industry. 💬 Effective Communication: Presenting my findings wasn't just about the numbers; it was about telling a story. I learned to articulate my insights in a way that resonates with senior bankers, ensuring that my analysis could lead to informed decisions. This simulation has been more than educational—it's been transformative. It has equipped me with not just knowledge, but the confidence to tackle real-world financial challenges head-on. I'm eager to bring this fresh perspective and enhanced skill set to my next role. A heartfelt thank you to Forage and New York Jobs CEO Council for this incredible learning opportunity. #FinancialAnalysis #InvestmentBanking #CareerDevelopment #ProfessionalGrowth #Forage #LifelongLearning.#linkedin #linkedinpost