Hedge & Mutual Fund Careers: The Complete Guide

3 Reviews

8 Hours

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99 Lessons (8h)

Introduction and What is the Buy Side (Meaning Hedge Funds or Mutual Funds)?
Thank You Message from Chris
Course Introduction & Who is this Course For?5:02
What is the Relationship Between the Buy Side and the Sell Side?5:40
Practice Activity: Decide What Buy Side Role You Are Most Passionate About0:19
Practice Activity Results Analysis: Congratulations!3:46
Hedge Funds Overview
Hedge and Mutual Fund Careers The Complete Guide 69:20
A Day in the Life of a Hedge Fund Analyst4:40
Pros and Cons of Working at a Hedge Fund2:08
Other Hedge Fund Strategies (Event Driven, Computer Trading etc.)4:49
Mutual Funds Overview
Mutual Funds Introduction6:03
A Day in the Life of a Mutual Fund Analyst1:06
Pros and Cons of Working at a Mutual Fund2:56
What is a Buy Side Research Process?
Research Process Introduction1:37
8 Step Research Process7:52
Completing an Investment Idea Template5:14
Differences Between the Research Process at a Hedge Fund and at a Mutual Fun1:20
Catalysts
What is an Investment Catalyst and Why is it Important?1:10
Catalysts for Hedge Funds5:15
Catalysts for Mutual Funds4:24
Coming Up with Hedge Fund Investment Ideas
Introduction to Coming Up with Hedge Fund Long (Buy) and Short Ideas.1:12
Top Down Versus Bottoms Up Hedge Fund Investment Ideas & Themes2:48
How to Create and Pitch Hedge Fund Long Ideas4:58
How to Create and Pitch Hedge Fund Short Ideas + Exercise6:38
Hedge Fund Idea Templates (Use these to impress your boss or potential boss)
Coming Up with Mutual Fund Investment Ideas
Introduction to Coming Up with Mutual Fund Long (Buy) Ideas.1:24
How to Create and Pitch Mutual Fund Long (Buy) Ideas10:30
Long Only Mutual Fund Template (Use this to Impress your Boss/Potential Boss)
Accounting Part 1 of 3: Income Statement Analysis
Why is the Income Statement Important & How Can It Help You Achieve Your Goals1:49
Income Statement Explanation3:56
Income Statement Example and Analysis8:48
Income Statement Analysis Exercise1:07
Income Statement Analysis Exercise Answers Explanations2:57
Accounting Part 2 of 3: Balance Sheet Analysis
Why is the Balance Sheet Important & How Can It Help You Achieve Your Goals1:08
Balance Sheet Explanation2:04
Balance Sheet Example and Analysis8:39
Balance Sheet Analysis Exercise0:59
Balance Sheet Analysis Exercise Answer Explanations2:39
Accounting Part 3 of 3: Cash Flow Statement Analysis
Why is the Cash Flow Statement Important+How Can It Help You Achieve Your Goals1:22
Cash Flow Statement Explanation2:08
Cash Flow Statement Example and Analysis6:34
Cash Flow Statement Analysis Exercise0:34
Cash Flow Statement Analysis Exercise Answer Explanations2:08
Financial Statement Analysis Conclusion (How All 3 Statements Are Related)2:17
Financial Modeling Part 1 of 4: Introduction and Best Practices
Why is Financial Modeling Important & How Can It Help You Achieve Your Goals2:00
Financial Modeling Part 2 of 4: Where Do I Get Historical Data From?
Why is Investor Relations+SEC.Gov Important & How Can It Help Me Build Models?1:41
Introduction to Investor Relations (A Great Model Data Source)11:16
Introduction to SEC.gov (Another Great Model Data Source)7:07
Yahoo Finance (Another Great Model Data Source)5:28
What is the Quarterly Earnings Call & Why Is It Important for Modeling Purposes?4:35
Financial Modeling Part 3 of 4: Case Study: Building a Model for LinkedIn
Case Study Introduction and What You Will Learn in this Section1:53
Qualitative Analysis on LinkedIn (Also..Please Be Mindful of Compliance Rules)5:18
What is the Total Addressable Market for LinkedIn and Why is this Important?6:10
LinkedIn Model Introduction5:15
LinkedIn Model Discussion in More Detail (Historical Data Only)17:47
Forecasting the LinkedIn Model16:34
Financial Modeling Part 4 of 4: Financial Model Exercise
Financial Modeling Exercises Introduction1:53
Financial Modeling Exercise3:03
Modeling Exercise Answer Explanations10:08
Valuation Part 1 of 6: Introduction and Best Practices
Introduction to Valuation1:13
More Detail on Growth Versus Value and P/E + P/R + DCF Overview4:21
25 Valuation and Modeling Best Practices
Valuation Part 2 of 6: Discounted Cash Flow (DCF)
What is DCF, Why is it Important and How Does it Work?6:16
Calculating the Terminal Value2:42
Calculating the Weighted Average Cost of Capital (WACC)6:23
DCF Example7:44
DCF Exercise1:09
DCF Exercise Answer Explanations Part 1 of 219:27
DCF Exercise Answer Explanations Part 2 of 210:31
Valuation Part 3 of 6: Price to Revenue
What is Price / Revenue and Why Do We Need to Base a Target Price on this Ratio?2:10
Price to Revenue Example1:44
Price to Revenue Valuation Exercise
Price to Revenue Exercise Answer Explanations5:13
Valuation Part 4 of 6: Price to Earnings & Additional Valuation Methodologies
Introduction to P/E and Why it Matters2:47
Price to Earnings Example2:28
Price to Earnings Valuation Exercise
Price to Earnings Exercise Answer Explanations5:44
Additional Valuation Methodologies1:39
Valuation Part 5 of 6: Final Target Price Calculation & "TAM Sanity Check"
Our Final Price Target Calculation0:30
Using the TAM to Verify How Realistic Our Target Price Is1:07
Valuation Part 6 of 6: Differences in How Hedge & Mutual Funds Model & Value
How Hedge Funds Create Financial Models and Target Prices6:38
How Mutual Funds Create Financial Models and Target Prices8:22
Assessing Financials with Formulas
Introduction to Formulas0:36
Amazing Formulas to Assess Financials7:30
Exercise on Using Formulas
Discussion of the Answers to the Formulas Exercise10:24
Interviewing Management & Additional Compliance Topics
Interviewing Management as Part of the Investment Research Process8:27
Important Compliance Topics3:20
Buy Side Interview
Getting Hired as a Mutual Fund Analyst5:49
Getting Hired as a Hedge Fund Analyst9:47
Interview Tips: Especially if You Have No Idea How to Answer a Question19:34
Keeping Your Boss (the Portfolio Manager) Happy at a Hedge Fund
How to Manage Up (Yep - Your Boss Who is the Portfolio Manager)3:35
Politics in Hedge Funds to Be Aware of3:33
Keeping Your Boss (the Portfolio Manager) Happy at a Mutual Fund
How to Manage Up (Yep - Your Boss Who is the Portfolio Manager)3:27
Politics in Mutual Funds to Be Aware of1:53
Getting Promoted from Analyst to Portfolio Manager at a Hedge fund
What is the Role of a Hedge Fund Portfolio Manager?14:39
How to Get Promoted from Analyst to Portfolio Manager Part 1 of 219:09
How to Get Promoted from Analyst to Portfolio Manager Part 2 of 214:17
Getting Promoted from Analyst to Portfolio Manager at a Mutual Fund
What is the Role of a Mutual Fund Portfolio Manager?4:52
How to Get Promoted from Analyst to Portfolio Manager at a Mutual Fund5:55

Be a Successful Investor with 8 Hours of Content from Award-Winning MBA Professor Chris Haroun

Chris Haroun

Chris Haroun | Award Winning MBA Professor, Venture Capitalist and Author

4.5/5 Instructor Rating: ★ ★ ★ ★ ★ ★

Chris Haroun is an award-winning business school professor, venture capitalist, MBA graduate from Columbia University and former Goldman Sachs employee. He has raised/managed over $1bn in his career. He also has work experience at hedge fund giant Citadel, consulting firm Accenture, and several firms that he has started, including an investment firm that had a venture capital / private investment in Facebook several years before the Facebook IPO. He is the founder and CEO of Haroun Education Ventures.

Description

This Hedge & Mutual Fund Career course helps you understand how to pick stocks as professional investors do at mutual funds and hedge funds, even if you have no previous experience. You will also learn how to get a job, get promoted and how to excel in the world of mutual funds and hedge funds. With 99 lectures from award-winning MBA professor Chris Haroun, you'll understand exactly what a hedge fund is, its different strategies, and how it works. You'll also learn how to pick stocks by using easy to understand methodologies that professional investors at the top hedge funds and mutual funds use.

Access 99 lectures & 8 hours of content 24/7
Know exactly what hedge & mutual funds are, their strategies & how they work
Learn how to analyze & understand a balance sheet
Learn how to come up w/ mutual fund & hedge fund investment ideas
Understand how investment banks can help you be more successful in a hedge fund or mutual fund career
Get excellent tips & secrets on how to get promoted at a hedge fund

Specs

Important Details

Length of time users can access this course: lifetime
Access options: web streaming
Certification of completion included
Redemption deadline: redeem your code within 30 days of purchase
Updates included
Experience level required: basic
Have questions on how digital purchases work? Learn more here

System Requirements

PC or Mac
Basic understanding of Microsoft Excel

Terms

Unredeemed licenses can be returned for store credit within 30 days of purchase. Once your license is redeemed, all sales are final.

3 Reviews

5/ 5

All reviews are from verified purchasers collected after purchase.

abdul mohd

Verified Buyer

This was a very immersive and interesting course -- a lot of self-learning to be done on your own to really understand and put together into practice the technology into your own course and workflow.

Apr 2, 2021

CHRISTOS SEITANIDIS

Verified Buyer

A very instructive guide on the careers in hedging and mutual funds, very good in material and exposition! God bless! All the best!

Sep 26, 2020

George Garcia

Verified Buyer

I've been looking for this level of information for a long time. So happy to finally have it. Understanding how to valuate a company is huge! Such a good find for anybody who wants to learn how to invest on a professional level.

Jul 3, 2020

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