Specializing in equity research, securities valuation, and financial education

JLG Research offers 6 one-day seminars at the intermediate level of financial  training. Seminar offerings and (partial) list of topics include:

Quantitative Analysis:

Time value of money; compound annualized return; probability distributions; measures of central tendency; variance and standard deviation; covariance and correlation; skewness; hypothesis tests; linear estimation (alpha, beta, and R-square). Investment applications.

Financial Statement Analysis:

Liquidity ratios; activity ratios; debt ratios; profitability ratios; cash flow measures; ROE decomposition (Dupont analysis); sustainable growth rate; fundamental stock return; comparison with value-based measures. Company applications.

Value-Based Metrics:

Net present value; free cash flow; economic profit metrics (EVA® and CFROI®); accounting adjustments; cost of capital estimation; financial characteristics of wealth creators and destroyers; securities analysis using value-based metrics.

Equity Valuation Models:

Price relatives; discounted cash flow (DCF); enterprise valuation; dividend discount model; free cash flow model; economic profit model; equity valuation models used in practice.

Derivatives Securities and Markets:

Derivatives terminology (ETFs, options, futures); derivatives markets; option diagrams (call, put, covered call, protective put); Black-Scholes OPM; futures-spot carry; synthetic indexing; equity and fixed income swaps.

Alternatives Investments:

Real estate characteristics & valuation, venture capital and private equity, commodities and commodity futures, hedge fund performance and risk measures

Home    Seminars     Contact Us

©2007 JLG RESEARCH

All Rights Reserved