For investment analysts & researchers
Plenty of brilliant analysts built their careers on qualitative insight — sector knowledge, pattern recognition, the story. Then the conversation turns to cost of capital or the EV bridge, and the confidence drains. I ran securities research teams at UBS; I've trained analysts, wealth managers and IR professionals across three continents. In 20 hours, the quantitative side stops being the weak flank.
Private, free, no commitment — a precise map of where the numbers stop making sense, and the fastest route to fixing it.
What you'll master
Your 20 hours are built around the Diagnostic, but for analysts the territory usually includes:
From the research floor
"Adam developed highly complex models for our cooperation with US Majors. He can familiarize himself with complex structures and business models with great speed and accuracy. But he also educated a large number of senior guys at the bank — and he did it incredibly well."
"I hold a BSc Economics and MSc Finance and attended Adam's sessions on Venture Capital and Private Equity. He is very engaging and explains concepts using real-world examples... facilitating an excellent learning environment."
"Adam carried out extensive training for all my senior team — corporate finance specialists, asset managers, analysts — from general financial literacy all the way up to the nuts and bolts of Private Equity. The results are immediately apparent."
"Adam manages to remove the jargon from every area of finance and makes it more straightforward and less of a barrier than I ever thought."
The programme
Sessions are private and scheduled around your working day. Nobody at your firm needs to know — though when the change shows in your work, they'll notice.
Thirty free minutes, in confidence. You'll leave with a precise map of the gap — and what it would take to close it.
Book the free Finance Diagnostic