Polaris Masterclass - Equity Research

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Event description
Master Financial Modelling | Conduct Fundamental Analysis | Present Professional Stock Pitch | Learning Transfer Opportunity | Internship

About this event

Polaris Equity Research is a collaboration between BestTop Consulting and Springboard. Springboard have 10+ years of training experience focusing on equity research.

This programme comprises 10 hours of pre-recorded and live training on financial modelling and fundamental industry research. A real-life project will be provided to allow application of the knowledge and skillsets and a report will be tasked to be generated as the assessment for internship placement opportunities.

Mentor - Ke Yan

- Studied Master in Computer Science in NUS and CFA Charterholder

- Ten years in Equity Research:

  • Three years at a regional broker (Religare Capital Market)
  • Four years in independent investment research (Smartkarma)
  • Co-founded Aequitas Research, mainly service institutional investors
  • Founded DZT Research, serving both institutional investors and ultra-high net worth

- Frequently quoted by int'l media (Bloomberg/S&P/Reuters/SCMP/Forbes)

- Prior to that: five years in the back office function in SGX

- Mentoring students at Springboard Talent Management

Learning Objectives

  • Learn essential accounting knowledge to understand financial statements
  • Independently build financial model and calculate key financial ratios
  • Conduct valuation on a specific stock and come up with buy/sell decisions
  • Present professional stock pitch to pass technical interviews
  • Explore various equity research-related career options

Training sessions are conducted via online video for flexible learning.

  • 10-Hours Pre-Recorded Classes
  • 3 Weekly Practical Assignments
  • 3 Live Q&A Zoom Sessions


Week 1 - Week of 25th October

  • Build an integrated financial model on a listed company
  • 30th Oct, 14:00 - Live Q&A and Feedback on Assignment 1

Week 2 - Week of 1st November

  • Conduct financial forecasts and troubleshoot financial model
  • 6th Nov, 14:00 - Live Q&A and Feedback on Assignment 2

Week 3 - Week of 8th November

  • Conduct fundamental research and come up with equity report and stock pitch
  • 13th Nov, 14:00 - Live Q&A and Feedback on Assignment 3

Weekly Learning Content & Activities

Week 1 - Build an integrated financial model on a listed company

  • Accounting 101: acquire essential knowledge about accounting and financial statements.
  • Financial Data Preparation: efficiently extract raw financial data from annual reports.
  • Historical Data Consolidation: consolidate historical numbers into standardized financial statements.
  • Build Your First Financial Model: Format a financial model and calculate the key financial ratios.
  • Assignment 1
  • Live Q&A 1

Week 2 - Troubleshoot your model and get ratios for future financial periods, and continue to balance your model and learn Excel skills.

  • Making Forecasts: make forecasts for future numbers in the financial model.
  • Troubleshooting Model and DCF: troubleshoot financial model and work on Discounted Cash Flow.
  • Demo on Model Troubleshooting.
  • Excel used in the Financial Industry: learn Excel skills often used by research analysts.
  • Demo on Model Building for Kim Heng Offshore Marine.
  • Assignment 2
  • Live Q&A 2

Week 3 - Apply technical skills to write your own research report and come up with stock pitch slides.

  • Exclusive Research Report Template: leverage on an exclusive universal research report template.
  • Write Your First Research Report: understand key parts of the investment report.
  • Fundamental Analysis: conduct fundamental analysis of a specific industry.
  • Stock Pitch Preparation: demonstrate your research work in professional stock pitch.
  • Career Path for Equity Research: prepare your career move in the equity research field.
  • Bonus Track: use Bloomberg and Capital IQ to facilitate research
  • Assignment 3
  • Live Q&A 3
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Organiser Talentlink.org

Organiser of Polaris Masterclass - Equity Research

TalentLink is a social enterprise based and founded in Singapore. We are a young team dedicated to being a platform for youths to connect with companies and corporates worldwide. We hope that with our programs and online classes, we can turn our participants into global citizens with the skills and knowledge ready to enter any industry.

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