市场上很多投资决策是基于fundamental analysis的，那专业人士是如何进行fundamental research并挑选股票的呢？CFAA和DePaul Kellstadt Finance Community (KFC)联手推出股票分析workshop！我们邀请了拥有13年行业经验的资深股票分析师Vivian Lin Thurston向大家揭秘专业人士是如何进行fundamental research以及stock picking的。Vivian还将借此机会和大家讨论她cover的一只中国股票：携程（ticker: CTRP），并且在活动中为大家讲解她的模型及investment thesis，并和大家进行互动讨论。感兴趣的朋友可以事先对携程进行研究，在workshop上可以与Vivian更好的互动。
此外Vivian将在这个workshop回答以下问题：
What are the key elements and aspects of an effective fundamental analysis?
How to pick stocks based on fundamental analysis?
What are the methods to evaluate a stock?
How to formulate investment thesis, forecast earnings and identify catalysts?
How to think about risk reward and position sizing?
What are the key differences between fundamental investing and other investment methods?
无论你是个人股票投资者，还是对equity research career path感兴趣的学生，这都会是一个难得的机会和buy-side analyst进行面对面的切磋。报名从速！（报名请至CFAA官网 chinesefinanceassociation.org 或点击本文底部左下角‘阅读原文’链接)
Saturday, March 15, 2014
2:00 p.m. – 4:00 p.m.
Barnes & Noble DePaul Center, Room 8010
1 E Jackson Blvd, Chicago, IL 60604
Agenda: 2:00 – 2:30pm Registration
2:30 – 4:00pm Workshop including Q&A
Fee: CFAA Member – $8; Non-CFAA Member with online payment - $13; Walk-ins - $18
DePaul Kellstadt Finance Community members please refer to the KFC event notice for fee schedule and must pre-register at [email protected].
Speaker’s Bio:
VivianLin Thurston, CFA is currently Vice President, Consumer Sector Head at Calamos Investments, responsible for fundamental equity research and stock selectionfor the Non-US Consumer sectors. She is also the President of CFAA. Vivian has been working in the investment management industry since the late 1990s including a 13-year experience as a buy-side analyst at UBS Global Asset Management previously. At UBS, she was responsible for investment research and stock selection for various sectors in both the US and Emerging Markets. She also had a brief experience working at the fund of hedge funds industry responsible for hedge fund manager souring and research at Mesirow Financial priorto joining Calamos. Vivian received her bachelor’s degree from Peking University and M.A. and M.S. degrees from the University of Illinois atUrbana-Champaign. Vivian is currently a member of the CFA Institute and CFA Society of Chicago.
