Dr. P.V. Viswanath

pviswanath@pace.edu

PERC 2007: Workshops

Past Workshops/Seminars

Equity Research, Report Writing and using Bloomberg (See a video of this presentation)
Wednesday, October 24th, 2007, 5 p.m.
W404, G-PACT Room
Speaker: Karl Mergenthaler, Vice President and Senior Consultant in the JP Morgan Investment Analytics & Consulting Group
Mr. Mergenthaler is going to discuss equity research reports generally and provide guidance for the PERC contest; he will also speak about how to use Bloomberg for this. He will use, as an example, Illinois Tool Works (ITW), which is in the same industry as Baldwin Technology Company.

Karl has more than 12 years of experience in the financial services industry. Most recently, Karl was an equity analyst and portfolio manager at Avatar Associates, where he was actively involved in the management of portfolios of Exchange Traded Funds (ETFs), as well as Tactical Asset Allocation (TAA) strategies employing futures and options. Previously, Karl was an equity analyst at Banc of America Securities responsible for the machinery industry.

Research Report Writing
Session II
Thursday, October 18, 2007, 6:00 p.m. - 8:00 p.m.
NYSSA, 1177 Avenue of the Americas, 2nd Floor (between 45th and 46th Streets)
Deadline to register: October 17
Speakers: David Dineen, CFA, Vice President and International Equities Portfolio Manager, Pinnacle Associates
Additional speakers TBD

Experienced analysts will discuss the critical components of an equity research report - from the buy-side and sell-side perspectives. The interactive format will focus on student questions, and is ideal both for those students interested in the NYSSA Challenge and for those preparing reports for recruiting purposes.

To register online, please go to http://www.nyssa.org

Research Report Writing
Session I
Monday, October 15, 2007, 12:00 p.m. - 2:00 p.m.
Fordham University Lincoln Center Campus, Lowenstein Building, 12th Floor Lounge
Deadline to register: October 12
Speakers: Mark Wienkes, Vice President, Goldman Sachs
Michael Zimm, CFA, SVP and Senior Industry Research Analyst, GE Capital

Internet Research: The Ultimate Securities Analyst Tool
Thursday, September 27, 2007, 6:00 pm - 8:00 pm
NYSSA, 1177 Avenue of the Americas, 2nd Floor, (between 45th and 46th Streets), NYC
Deadline to register: September 26, 12:00 pm

Due to the "Fair Disclosure" SEC regulation, the playing field between individual and institutional investors has been leveled, placing original research at a premium. A wealth of information can be found on the Internet--sometimes to the point of information overload. How do you get to the essential information you need? This seminar takes you through content on specific sites, and provides you with a resource list that you can use immediately.

Speaker: John Longo, PhD, CFA, Partner, Dragon Arbitrage Company LLC; Lecturer, Rutgers University

For a list of workshops from last year, click here.