Introduction to Hedge and Fund Careers Video Course

Curriculum For This Course

• 1. Introduction and What is the Buy Side (Meaning Hedge Funds or Mutual Funds)? 4 Videos 00:14:47
  • Course Introduction & Who is this Course For? 05:02
  • What is the Relationship Between the Buy Side and the Sell Side? 05:40
  • Practice Activity: Decide What Buy Side Role You Are Most Passionate About 00:19
  • Practice Activity Results Analysis: Congratulations! 03:47
• 2. Hedge Funds Overview 4 Videos 00:20:56
  • Hedge Funds Introduction 09:20
  • A Day in the Life of a Hedge Fund Analyst 04:39
  • Pros and Cons of Working at a Hedge Fund 02:08
  • Other Hedge Fund Strategies (Event Driven, Computer Trading etc.) 04:49
• 3. Mutual Funds Overview 3 Videos 00:10:05
  • Mutual Funds Introduction 06:03
  • A Day in the Life of a Mutual Fund Analyst 01:07
  • Pros and Cons of Working at a Mutual Fund 02:57
• 4. What is a Buy Side Research Process? 4 Videos 00:16:03
  • Research Process Introduction 01:37
  • 8 Step Research Process 07:52
  • Completing an Investment Idea Template 05:15
  • Differences Between the Research Process at a Hedge Fund and at a Mutual Fun 01:21
• 5. Catalysts 3 Videos 00:10:49
  • What is an Investment Catalyst and Why is it Important? 01:11
  • Catalysts for Hedge Funds 05:15
  • Catalysts for Mutual Funds 04:24
• 6. Coming Up with Hedge Fund Investment Ideas 5 Videos 00:29:55
  • Introduction to Coming Up with Hedge Fund Long (Buy) and Short Ideas. 01:13
  • Top Down Versus Bottoms Up Hedge Fund Investment Ideas & Themes 02:48
  • How to Create and Pitch Hedge Fund Long Ideas 04:58
  • How to Create and Pitch Hedge Fund Short Ideas + Exercise 06:38
  • Analyzing Technicals and Stop Losses 14:20
• 7. Coming Up with Mutual Fund Investment Ideas 2 Videos 00:11:54
  • Introduction to Coming Up with Mutual Fund Long (Buy) Ideas. 01:24
  • How to Create and Pitch Mutual Fund Long (Buy) Ideas 10:30
• 8. Accounting Part 1 of 3: Income Statement Analysis 5 Videos 00:18:37
  • Why is the Income Statement Important & How Can It Help You Achieve Your Goals 01:49
  • Income Statement Explanation 03:57
  • Income Statement Example and Analysis 08:48
  • Income Statement Analysis Exercise 01:07
  • Income Statement Analysis Exercise Answers Explanations 02:57
• 9. Accounting Part 2 of 3: Balance Sheet Analysis 5 Videos 00:15:29
  • Why is the Balance Sheet Important & How Can It Help You Achieve Your Goals 01:08
  • Balance Sheet Explanation 02:04
  • Balance Sheet Example and Analysis 08:40
  • Balance Sheet Analysis Exercise 00:59
  • Balance Sheet Analysis Exercise Answer Explanations 02:39
• 10. Accounting Part 3 of 3: Cash Flow Statement Analysis 6 Videos 00:15:03
  • Why is the Cash Flow Statement Important+How Can It Help You Achieve Your Goals 01:23
  • Cash Flow Statement Explanation 02:09
  • Cash Flow Statement Example and Analysis 06:34
  • Cash Flow Statement Analysis Exercise 00:35
  • Cash Flow Statement Analysis Exercise Answer Explanations 02:08
  • Financial Statement Analysis Conclusion (How All 3 Statements Are Related) 02:17
• 11. Financial Modeling Part 1 of 4: Introduction and Best Practices 2 Videos 00:07:13
  • Why is Financial Modeling Important & How Can It Help You Achieve Your Goals 02:00
  • Financial Modeling Best Practices 05:13
• 12. Financial Modeling Part 2 of 4: Where Do I Get Historical Data From? 5 Videos 00:30:07
  • Why is Investor Relations+SEC.Gov Important & How Can It Help Me Build Models? 01:41
  • Introduction to Investor Relations (A Great Model Data Source) 11:17
  • Introduction to SEC.gov (Another Great Model Data Source) 07:07
  • Yahoo Finance (Another Great Model Data Source) 05:28
  • What is the Quarterly Earnings Call & Why Is It Important for Modeling Purposes? 04:36
• 13. Financial Modeling Part 3 of 4: Case Study: Building a Model for LinkedIn 6 Videos 00:52:57
  • Case Study Introduction and What You Will Learn in this Section 01:53
  • Qualitative Analysis on LinkedIn (Also..Please Be Mindful of Compliance Rules) 05:18
  • What is the Total Addressable Market for LinkedIn and Why is this Important? 06:10
  • LinkedIn Model Introduction 05:15
  • LinkedIn Model Discussion in More Detail (Historical Data Only) 17:47
  • Forecasting the LinkedIn Model 16:35
• 14. Financial Modeling Part 4 of 4: Financial Model Exercise 3 Videos 00:14:30
  • Financial Modeling Exercises Introduction 00:49
  • Financial Modeling Exercise 03:33
  • Modeling Exercise Answer Explanations 10:09
• 15. Valuation Part 1 of 6: Introduction and Best Practices 2 Videos 00:05:34
  • Introduction to Valuation 01:13
  • More Detail on Growth Versus Value and P/E + P/R + DCF Overview 04:21
• 16. Valuation Part 2 of 6: Discounted Cash Flow (DCF) 7 Videos 00:55:00
  • What is DCF, Why is it Important and How Does it Work? 06:16
  • Calculating the Terminal Value 02:43
  • Calculating the Weighted Average Cost of Capital (WACC) 06:23
  • DCF Example 07:45
  • DCF Exercise 01:57
  • DCF Exercise Answer Explanations Part 1 of 2 19:28
  • DCF Exercise Answer Explanations Part 2 of 2 10:31
• 17. Valuation Part 3 of 6: Price to Revenue 3 Videos 00:09:07
  • What is Price / Revenue and Why Do We Need to Base a Target Price on this Ratio? 02:10
  • Price to Revenue Example 01:44
  • Price to Revenue Exercise Answer Explanations 05:14
• 18. Valuation Part 4 of 6: Price to Earnings & Additional Valuation Methodologies 4 Videos 00:12:38
  • Introduction to P/E and Why it Matters 02:47
  • Price to Earnings Example 02:29
  • Price to Earnings Exercise Answer Explanations 05:44
  • Additional Valuation Methodologies 01:39
• 19. Valuation Part 5 of 6: Final Target Price Calculation & "TAM Sanity Check" 2 Videos 00:01:37
  • Our Final Price Target Calculation 00:31
  • Using the TAM to Verify How Realistic Our Target Price Is 01:07
• 20. Valuation Part 6 of 6: Differences in How Hedge & Mutual Funds Model & Value 2 Videos 00:14:60
  • How Hedge Funds Create Financial Models and Target Prices 06:38
  • How Mutual Funds Create Financial Models and Target Prices 08:22
• 21. Assessing Financials with Formulas 3 Videos 00:18:30
  • Introduction to Formulas 00:36
  • Amazing Formulas to Assess Financials 07:30
  • Discussion of the Answers to the Formulas Exercise 10:24
• 22. Interviewing Management & Additional Compliance Topics 2 Videos 00:11:47
  • Interviewing Management as Part of the Investment Research Process 08:28
  • Important Compliance Topics 03:20
• 23. Buy Side Interview 3 Videos 00:33:40
  • Getting Hired as a Mutual Fund Analyst 05:49
  • Getting Hired as a Hedge Fund Analyst 09:48
  • Interview Tips: Especially if You Have No Idea How to Answer a Question 18:04
• 24. Keeping Your Boss (the Portfolio Manager) Happy at a Hedge Fund 2 Videos 00:07:08
  • How to Manage Up (Yep - Your Boss Who is the Portfolio Manager) 03:35
  • Politics in Hedge Funds to Be Aware of 03:34
• 25. Keeping Your Boss (the Portfolio Manager) Happy at a Mutual Fund 2 Videos 00:05:20
  • How to Manage Up (Yep - Your Boss Who is the Portfolio Manager) 03:28
  • Politics in Mutual Funds to Be Aware of 01:54
• 26. Getting Promoted from Analyst to Portfolio Manager at a Hedge fund 3 Videos 00:48:05
  • What is the Role of a Hedge Fund Portfolio Manager? 14:40
  • How to Get Promoted from Analyst to Portfolio Manager Part 1 of 2 19:09
  • How to Get Promoted from Analyst to Portfolio Manager Part 2 of 2 14:17
• 27. Getting Promoted from Analyst to Portfolio Manager at a Mutual Fund 2 Videos 00:10:47
  • What is the Role of a Mutual Fund Portfolio Manager? 04:52
  • How to Get Promoted from Analyst to Portfolio Manager at a Mutual Fund 05:56