JLG FINANCIAL EDUCATION

Financial Seminars

Does your team need expert financial training?

Pricing/0rder now

For in-house financial training programs

Basic Level Seminars (6):    

Intermediate Level Seminars (6)

Advanced Level Seminars (3):

Seminar Listing

Introduction to Investing

Fixed Income Securities & Markets

Global Investing

Foreign Exchange Markets

Hedge Fund Basics

Corporate Finance

Quantitative Analysis

Financial Statement Analysis

Value-Based Metrics

Equity Valuation Models

Derivatives

Alternative Investments

Portfolio Management

Performance Attribution

Financial Modeling

See Seminars  for course offerings, packaging and pricing.

JLG FINANCIAL SOFTWARE

Do YOU need to apply corporate finance or investment concepts?

Order JLG Financial Templates

A. Equity AnalysisTemplate:

Our flagship integration of Traditional and Value-Based Metrics template including growth rates, operating margins, multiples, 5-factor ROE-Dupont analysis, Residual Income (abnormal earnings), & Economic Value Added (EVA) analyses to assign stock ratings for expected performance and risk

B. Free Cash Flow Valuation:

Free Cash Flow, WACC, Single-stage, Two-stage FCF build-out, and Three-stage "H" transitional growth models of discounted cash flow equity valuation

C. M&A/LBO Valuation Model: FCF build-out, Debt sweep, and integrated multiples and multi-stage discounted free cash flow valuation with geometric required rate of return and EVA reconciliation

D. EVA and Residual Income for Business Strategists and CFAs:

NOPAT,WACC, EVA & Residual Income (abnormal earnings), EVA Momentum [used in our good company, bad  company EVA style quadrants approach to equity securities analysis]

E. Value-Based Accounting Adjustments:

Disclosed Economic Profit with value-based accounting treatment of LIFO Reserve, Intangibles Amortization, Capitalized R&D, and Operating Leases as Debt Equivalent, among other Value-based accounting adjustments

F. Traditional Financial Analysis:

Growth rates, operating margins, 5-factor ROE-Dupont analysis, price multiples, and PEG ratio (multiples of growth)

G. Event Study Analysis:

Market Model, Abnormal Returns (Residuals) and CAR graph used in traditional event study/case study analysis

H. Two-Asset Efficient Frontier:

Construction and graphing of feasible and efficient sets of portfolios

I. Bond Pricing and Duration: Estimation of Macauley and Modified duration

J. Black-Scholes Option Pricing Model (OPM):

Call option pricing for dividend paying stocks

K. Equity Analysis and Valuation Course Pack: See:JLG Templates for pricing, terms, and ordering.

JLG DOW FUNDAMENTAL

JLG Market Analysis:

Sample Chart

For Illustration Only

Sample Statistics

JLG AUTHORS

Published in Wiley/Fabozzi Series in Finance (New York)*

Foundations of Economic Value Added Second Edition (Grant): Focus on Value: A Corporate and Investor Guide to Wealth Creation (Grant and Abate): Value-Based Metrics: Foundations and Practice (Fabozzi and Grant, Eds.): Equity Portfolio Management (Fabozzi and Grant)

*We recommend  AMAZON for price discounts and book ordering information We are an Amazon Associates Member.

RESEARCH PAPERS

Published Articles & Chapters

"Does the Wealth Profile of a Company Matter in DCF Analysis?" by James L. Grant (Winter 2011, Journal of Investing, Institutional Investor Journals)

"A Perspective on U.S. Regime Change and the Global Financial Crisis" by Grant (Journal of Asset Management, October 2009)

CFA Institute selects "Security Analysis Using Value-Based Metrics" by Grant and James A. Abate for CFA Level II Candidate Study Programs

"The Economic Profit Approach to Securities Valuation" by Grant (Chapter 9 in The Handbook of Valuation, John Wiley & Sons, New York, 2009)

"Active Investing in Strategic Acquirers using an EVA Style Analysis" by Grant and Emery A.Trahan (Spring 2009 Edition of Journal of Alternative Investments)

"ADR Characteristics and Performance in International and Global Indexes" by Bandopadhyaya, Chugh, and Grant (Journal of Asset Management, April 2009)

"In Search of Certain Earnings: Applying the ACE Portfolio Concept to Sectors" by Grant and Chris Rowberry (Summer 2008 Edition of Journal of Investing)

"Equity Analysis using Traditional and Value-Based Metrics" by Frank J. Fabozzi and Grant,  (Chapter 32 in The Handbook of Finance Vol. III, John Wiley & Sons, August 2008)

"A Survey of Demographics and Performance in the Hedge Fund Industry", by Bandopadhyaya and Grant (Summer 2007 Edition of  Journal of Investing)

"An EVA Primer for Healthcare Providers" by Grant (Spring 2007 Edition of Journal of Health Care Finance)

"Understanding the Required Return under New Uncertainty"  by Abate, Grant, and Rowberry (Fall 2006 Edition of Journal of Portfolio Management)

"Tactical Asset Allocation and Presidential Elections" by Grant and Trahan (Summer 2006 Edition of  Financial Services Review)

"The EVA Style of Investing" by Abate, Grant and G. Bennett Stewart III (Fall 2004 Edition of Journal of Portfolio Management)

III. Working Paper(s):

Predicting Stock Returns using the PE and PD Cyclical" by  Grant and Odilon Costa (Working paper, November 2010)