Fusion Analysis - Workshop

This workshop reinforces customizing screens to meet the investment style and assist in determining a dynamic select list of promising stocks for the investor. Participants have the opportunity to capitalize on their fusion analysis.

06-Nov-2013 -- 06-Nov-2013New YorkUSD$1575
NY Institute of Finance - Midtown9:00am - 4:30pm Instructional Method:
Group-Live
Instructor(s): [ V.John Palicka, CFA, CMT; ] Wed Level: Advanced

CPE CREDITS
7.0
No advance preparation required.
Fusion Analysis
  • Creating various screening criteria that complement an investment objective
  • Determining and obtaining sources for screens
  • Assigning appropriate factors and weights
  • Trading techniques
  • Generating a target list of stocks that can be bought or shorted
  • Establishing price targets for short-term traders and longer-term investors
  • Exploring arbitrage opportunities and some major hedge fund strategies
  • Incorporating derivate strategies
  • Workshop of exchanging investment ideas and approaches

Clients who register for this course will receive a complimentary 4-month subscription to FT.com. The Financial Times is the world's most respected financial newspaper, providing a broad assessment on finance, business and the industrial sector. The move to the electronic version follows an ongoing review of our environmental responsibilities as a global business and as part of the Pearson group. FT.com also has features that are not available in hard copy, such as: Special Reports, Alphaville, editor blogs, education sections and much more! Subscriptions will start within 6-8 weeks of the start of class and are limited to one subscription per client. (Please note: as of May 1, 2011, the electronic subscription replaces the hard-copy 3-month Financial Times subscription.)

Lunch is included for all students taking day classes.