Curriculum For This Course

Introduction and What is the Buy Side (Meaning Hedge Funds or Mutual Funds)?

4Lectures

Time 00:14:47

Hedge Funds Overview

4Lectures

Time 00:20:56

Mutual Funds Overview

3Lectures

Time 00:10:05

What is a Buy Side Research Process?

4Lectures

Time 00:16:03

Catalysts

3Lectures

Time 00:10:49

Coming Up with Hedge Fund Investment Ideas

5Lectures

Time 00:29:55

Coming Up with Mutual Fund Investment Ideas

2Lectures

Time 00:11:54

Accounting Part 1 of 3: Income Statement Analysis

5Lectures

Time 00:18:37

Accounting Part 2 of 3: Balance Sheet Analysis

5Lectures

Time 00:15:29

Accounting Part 3 of 3: Cash Flow Statement Analysis

6Lectures

Time 00:15:03

Financial Modeling Part 1 of 4: Introduction and Best Practices

2Lectures

Time 00:07:13

Financial Modeling Part 2 of 4: Where Do I Get Historical Data From?

5Lectures

Time 00:30:07

Financial Modeling Part 3 of 4: Case Study: Building a Model for LinkedIn

6Lectures

Time 00:52:57

Financial Modeling Part 4 of 4: Financial Model Exercise

3Lectures

Time 00:14:30

Valuation Part 1 of 6: Introduction and Best Practices

2Lectures

Time 00:05:34

Valuation Part 2 of 6: Discounted Cash Flow (DCF)

7Lectures

Time 00:55:00

Valuation Part 3 of 6: Price to Revenue

3Lectures

Time 00:09:07

Valuation Part 4 of 6: Price to Earnings & Additional Valuation Methodologies

4Lectures

Time 00:12:38

Valuation Part 5 of 6: Final Target Price Calculation & "TAM Sanity Check"

2Lectures

Time 00:01:37

Valuation Part 6 of 6: Differences in How Hedge & Mutual Funds Model & Value

2Lectures

Time 00:14:60

Assessing Financials with Formulas

3Lectures

Time 00:18:30

Interviewing Management & Additional Compliance Topics

2Lectures

Time 00:11:47

Buy Side Interview

3Lectures

Time 00:33:40

Keeping Your Boss (the Portfolio Manager) Happy at a Hedge Fund

2Lectures

Time 00:07:08

Keeping Your Boss (the Portfolio Manager) Happy at a Mutual Fund

2Lectures

Time 00:05:20

Getting Promoted from Analyst to Portfolio Manager at a Hedge fund

3Lectures

Time 00:48:05

Getting Promoted from Analyst to Portfolio Manager at a Mutual Fund

2Lectures

Time 00:10:47

Introduction and What is the Buy Side (Meaning Hedge Funds or Mutual Funds)?
	1. Course Introduction & Who is this Course For?	05:02
	2. What is the Relationship Between the Buy Side and the Sell Side?	05:40
	3. Practice Activity: Decide What Buy Side Role You Are Most Passionate About	00:19
	4. Practice Activity Results Analysis: Congratulations!	03:47

Hedge Funds Overview
	1. Hedge Funds Introduction	09:20
	2. A Day in the Life of a Hedge Fund Analyst	04:39
	3. Pros and Cons of Working at a Hedge Fund	02:08
	4. Other Hedge Fund Strategies (Event Driven, Computer Trading etc.)	04:49

Mutual Funds Overview
	1. Mutual Funds Introduction	06:03
	2. A Day in the Life of a Mutual Fund Analyst	01:07
	3. Pros and Cons of Working at a Mutual Fund	02:57

What is a Buy Side Research Process?
	1. Research Process Introduction	01:37
	2. 8 Step Research Process	07:52
	3. Completing an Investment Idea Template	05:15
	4. Differences Between the Research Process at a Hedge Fund and at a Mutual Fun	01:21

Catalysts
	1. What is an Investment Catalyst and Why is it Important?	01:11
	2. Catalysts for Hedge Funds	05:15
	3. Catalysts for Mutual Funds	04:24

Coming Up with Hedge Fund Investment Ideas
	1. Introduction to Coming Up with Hedge Fund Long (Buy) and Short Ideas.	01:13
	2. Top Down Versus Bottoms Up Hedge Fund Investment Ideas & Themes	02:48
	3. How to Create and Pitch Hedge Fund Long Ideas	04:58
	4. How to Create and Pitch Hedge Fund Short Ideas + Exercise	06:38
	5. Analyzing Technicals and Stop Losses	14:20

Coming Up with Mutual Fund Investment Ideas
	1. Introduction to Coming Up with Mutual Fund Long (Buy) Ideas.	01:24
	2. How to Create and Pitch Mutual Fund Long (Buy) Ideas	10:30

Accounting Part 1 of 3: Income Statement Analysis
	1. Why is the Income Statement Important & How Can It Help You Achieve Your Goals	01:49
	2. Income Statement Explanation	03:57
	3. Income Statement Example and Analysis	08:48
	4. Income Statement Analysis Exercise	01:07
	5. Income Statement Analysis Exercise Answers Explanations	02:57

Accounting Part 2 of 3: Balance Sheet Analysis
	1. Why is the Balance Sheet Important & How Can It Help You Achieve Your Goals	01:08
	2. Balance Sheet Explanation	02:04
	3. Balance Sheet Example and Analysis	08:40
	4. Balance Sheet Analysis Exercise	00:59
	5. Balance Sheet Analysis Exercise Answer Explanations	02:39

Accounting Part 3 of 3: Cash Flow Statement Analysis
	1. Why is the Cash Flow Statement Important+How Can It Help You Achieve Your Goals	01:23
	2. Cash Flow Statement Explanation	02:09
	3. Cash Flow Statement Example and Analysis	06:34
	4. Cash Flow Statement Analysis Exercise	00:35
	5. Cash Flow Statement Analysis Exercise Answer Explanations	02:08
	6. Financial Statement Analysis Conclusion (How All 3 Statements Are Related)	02:17

Financial Modeling Part 1 of 4: Introduction and Best Practices
	1. Why is Financial Modeling Important & How Can It Help You Achieve Your Goals	02:00
	2. Financial Modeling Best Practices	05:13

Financial Modeling Part 2 of 4: Where Do I Get Historical Data From?
	1. Why is Investor Relations+SEC.Gov Important & How Can It Help Me Build Models?	01:41
	2. Introduction to Investor Relations (A Great Model Data Source)	11:17
	3. Introduction to SEC.gov (Another Great Model Data Source)	07:07
	4. Yahoo Finance (Another Great Model Data Source)	05:28
	5. What is the Quarterly Earnings Call & Why Is It Important for Modeling Purposes?	04:36

Financial Modeling Part 3 of 4: Case Study: Building a Model for LinkedIn
	1. Case Study Introduction and What You Will Learn in this Section	01:53
	2. Qualitative Analysis on LinkedIn (Also..Please Be Mindful of Compliance Rules)	05:18
	3. What is the Total Addressable Market for LinkedIn and Why is this Important?	06:10
	4. LinkedIn Model Introduction	05:15
	5. LinkedIn Model Discussion in More Detail (Historical Data Only)	17:47
	6. Forecasting the LinkedIn Model	16:35

Financial Modeling Part 4 of 4: Financial Model Exercise
	1. Financial Modeling Exercises Introduction	00:49
	2. Financial Modeling Exercise	03:33
	3. Modeling Exercise Answer Explanations	10:09

Valuation Part 1 of 6: Introduction and Best Practices
	1. Introduction to Valuation	01:13
	2. More Detail on Growth Versus Value and P/E + P/R + DCF Overview	04:21

Valuation Part 2 of 6: Discounted Cash Flow (DCF)
	1. What is DCF, Why is it Important and How Does it Work?	06:16
	2. Calculating the Terminal Value	02:43
	3. Calculating the Weighted Average Cost of Capital (WACC)	06:23
	4. DCF Example	07:45
	5. DCF Exercise	01:57
	6. DCF Exercise Answer Explanations Part 1 of 2	19:28
	7. DCF Exercise Answer Explanations Part 2 of 2	10:31

Valuation Part 3 of 6: Price to Revenue
	1. What is Price / Revenue and Why Do We Need to Base a Target Price on this Ratio?	02:10
	2. Price to Revenue Example	01:44
	3. Price to Revenue Exercise Answer Explanations	05:14

Valuation Part 4 of 6: Price to Earnings & Additional Valuation Methodologies
	1. Introduction to P/E and Why it Matters	02:47
	2. Price to Earnings Example	02:29
	3. Price to Earnings Exercise Answer Explanations	05:44
	4. Additional Valuation Methodologies	01:39

Valuation Part 5 of 6: Final Target Price Calculation & "TAM Sanity Check"
	1. Our Final Price Target Calculation	00:31
	2. Using the TAM to Verify How Realistic Our Target Price Is	01:07

Valuation Part 6 of 6: Differences in How Hedge & Mutual Funds Model & Value
	1. How Hedge Funds Create Financial Models and Target Prices	06:38
	2. How Mutual Funds Create Financial Models and Target Prices	08:22

Assessing Financials with Formulas
	1. Introduction to Formulas	00:36
	2. Amazing Formulas to Assess Financials	07:30
	3. Discussion of the Answers to the Formulas Exercise	10:24

Interviewing Management & Additional Compliance Topics
	1. Interviewing Management as Part of the Investment Research Process	08:28
	2. Important Compliance Topics	03:20

Buy Side Interview
	1. Getting Hired as a Mutual Fund Analyst	05:49
	2. Getting Hired as a Hedge Fund Analyst	09:48
	3. Interview Tips: Especially if You Have No Idea How to Answer a Question	18:04

Keeping Your Boss (the Portfolio Manager) Happy at a Hedge Fund
	1. How to Manage Up (Yep - Your Boss Who is the Portfolio Manager)	03:35
	2. Politics in Hedge Funds to Be Aware of	03:34

Keeping Your Boss (the Portfolio Manager) Happy at a Mutual Fund
	1. How to Manage Up (Yep - Your Boss Who is the Portfolio Manager)	03:28
	2. Politics in Mutual Funds to Be Aware of	01:54

Getting Promoted from Analyst to Portfolio Manager at a Hedge fund
	1. What is the Role of a Hedge Fund Portfolio Manager?	14:40
	2. How to Get Promoted from Analyst to Portfolio Manager Part 1 of 2	19:09
	3. How to Get Promoted from Analyst to Portfolio Manager Part 2 of 2	14:17

Getting Promoted from Analyst to Portfolio Manager at a Mutual Fund
	1. What is the Role of a Mutual Fund Portfolio Manager?	04:52
	2. How to Get Promoted from Analyst to Portfolio Manager at a Mutual Fund	05:56

About This Course

For those who want to understand deeper what are Hedge and Fund, there is no better solution than this new tutorial! The video course is extremely informative and at the same time simply presented. This guide is a real pass to the financial industry as it will help you to develop the basic skills necessary to work with the investment. Here you will find 94 comprehensive lectures dedicated to certain domains:

Introduction and what is the Buy Side
Hedge funds overview
Mutual funds overview
What is a Buy Side research process?
Catalysts
Coming up with ideas
- Hedge fund investment
- Mutual fund investment
Accounting
- Income statement analysis
- Balance sheet analysis
- Cash flow statement analysis
Financial modeling
- Introduction and best practices
- Where do I get historical data from?
- Case study: building a model for LinkedIn
- Financial model exercise
Valuation
- Introduction and best practices
- Discounted Cash Flow (DCF)
- Price to revenue
- Price to earnings and additional valuation methodologies
- Final target price calculation and "TAM Sanity Check"
- Differences in how hedge and mutual funds model & value
Assessing financials with formulas
Additional compliance topics and interviewing management
Getting promoted

Learn how to pick stocks, master hedge funds and mutual funds, and explore career options available in the field. Join this course today, and even if you have no experience in accounting and stock picking, you will be able to navigate in the financial sphere like a pro!

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Introduction to Hedge and Fund Careers

Curriculum For This Course

About This Course

Pass Finance Courses Introduction to Hedge and Fund Careers Exam in First Attempt Guaranteed!

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Student Feedback

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