The Stock Pitch Masterclass: Build the Pitch That Gets You Hired
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FEB
04
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A Career Development Advisory Council Sponsored Event
Durable moat. Quality management. Secular tailwinds. Discount to peers.
This is what every candidate learns to say. It's also what every candidate sounds like when they get passed over in an interview—not because they're wrong, but because they're not saying anything the market doesn't already know. The market knows the moat exists. It's priced in. The market has a view on management. Priced in. Discount to peers? Priced in. Most candidates fail buy-side interviews not because they're unprepared, but because they sound like bankers describing a company rather than investors predicting a mispricing.
After 15 years on the buy-side and 1,000+ pitches evaluated, Ryan J. Ross, CFA, has seen exactly where pitches break. This 90-minute masterclass covers the Alpha Framework:
• The Thesis: What separates a book report from an investment thesis—and the variant perceptions that PMs actually want to hear
• The 'Why' Model: Why your 47-tab model won't save you in an interview, and how to identify the 2-3 drivers that matter
• The Catalyst & Bear Case: Why "eventually" isn't a catalyst and "macro risk" isn't a bear case—and how to answer both with precision
• Live Case Study: A before/after teardown of a real pitch—same company, same data, different outcome
SPEAKER
Ryan Ross | Ryan J. Ross, CFA is the founder of Stock Pitch Lab, a coaching practice that helps candidates land roles at hedge funds and asset managers. He spent 15 years on the buy-side, most recently as Co-CIO at McMorgan & Company where he was recruited to build an equity platform from scratch and scaled assets to $115M. Previously, he managed a Morningstar 5-Star rated small-cap fund at Bernzott Capital Advisors, driving AUM from $450M to $1.3B.
Ryan has been an adjunct finance professor at California State University, Northridge for nearly a decade and has mentored students into roles at Goldman Sachs, Oaktree Capital, and other leading investment firms. He holds an MBA from the University of Michigan Ross School of Business and has been an active CFALA volunteer for nearly 20 years. Back To Top ^^
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Registration Fees |
We accept the following:
If you prefer to pay by check please email info@cfala.org and request to pay by check. Your registration will be completed manually and you will receive an email confirmation.
Mail Check To:
CFA Society of Los Angeles
13400 Riverside Drive, Ste. 215
Sherman Oaks, CA 91423
*Credit card payments will only be accepted through the secure online registration, and not by phone or email.
Cancellations must be received in writing by 9:00 am the day prior to the event to receive a refund. No phone cancellations are accepted. Please e-mail info@cfala.org.
Roberto Hamilton, CFA
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CFA Society Los Angeles has determined that this program qualifies for 1.5 PL credit hour, under the guidelines of the CFA Institute Professional Learning program. If you are a CFA Institute member and a CFA Society Los Angeles Member, PL credit for your participation in this program will be automatically recorded in your PL tracking tool. |
