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Where are the damn jobs? And why is it that way?
Why most funds do not hire straight out of undergraduates?
Which funds hire on-cycle?
Can I just take my answers for one fund and use it on another?
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A two-pronged approach: product and distribution
My advice for you
My experience
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Overview of all public equity investment styles and investment cases
How to analyze a fund using its 13-F
Case study: 13-F analysis on three differently styled funds
Things to watch out for
βScaling outβ from a fund you know to build your target list
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How to just β¦ Google / ChatGPT
Understanding lineage: Tiger Cubs, etc.
How to uncover valuable intel from Form ADV Part 1 & Part 2
Stock idea-driven networking using Whalewisdom
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Who should I reach out to?
Ways to find buy-siders contact information
Etiquette before and after the networking
Tips for effective networking interactions
How to avoid compliance issues during networking
The thing with recruiters
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10 ways to stay top of mind
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How to grow your Twitter following
What to post on Substack
VIC/SumZero/In-person events
Two major causes of your buy-side search struggle
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Understanding your information advantages
How to fly under your MDβs βradarβ
How to stay compliant when you source buy-side jobs
How to optimize your exposure to aligned buy-siders at client events
How to maximize value-add to buy-siders
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The 2 paths: portfolio analyst vs. centralized research
How to gather fund intel from Morningstar, annual report and prospectus
Case Study: Analysis on two 5-star Morningstar mutual fund products using Morningstar, Annual Report and Prospectus
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Where can you find buy-side jobs?
Your 2-year search plan
What on-campus and off-campus resources you must take advantage of?
How to tune out βnoisesβ from your classmates