THE WHEEL GUYS LLC
APOPKA, FLORIDA

The Firm The only provider in the world with a comprehensive evaluation and training program to accelerate the performance of equity research analysts. for making more accurate stock recommendations for becoming a top-ranked sell-side analyst (for Sell-side only) James Valentine, CFA, started his career as an equity research analyst, where the major North American investor polls ranked him among the top three in his sector for ten consecutive years and Forbes identified him, as one of the top three among all 2,000 U.S. sell-side analysts. At the height of his career as an analyst, he was asked to take on a newly-created role as Director of Training for Morgan Stanley’s Global Research department. After implementing a new global training program for 500 analysts and associates, he realized far too many buy-side and sell-side analysts were approaching this profession without a strategy, which held them back from generating alpha. To remedy this, he began his independent effort by writing the top-selling book and then founded AnalystSolutions, to help all analysts and prospective analysts improve their stock picking and receive greater recognition for those calls. After a rigorous vetting process, AnalystSolutions was awarded the “CE Approved Provider” status by the CFA Institute. AnalystSolutions is the only training firm providing content for the CFA Society of the UK’s Applied Equity Analysis Certificate Programme. Focus Consulting Group (FCG) is the recognized leader in helping investment firms leverage their talent through improving a firm’s culture, compensation design, talent and succession planning, strategy, investment philosophy, and coaching. , is the first and leading company in China focused on the core practice skills for financial career development such as financial modeling, investment banking valuation and financial due diligence, etc. It has helped hundreds of candidates to develop a career in equity research and investment banking. For further information or course details, please visit: Integrity Research Associates, LLC is an advisory firm founded in 2003 to analyze the global investment research industry. Integrity ResearchWatch is the only source of news and commentary exclusively focused on the investment research industry. Both producers and consumers of research rely on ResearchWatch for insights on the competitive dynamics, regulatory actions, and technology developments shaping the industry. AnalystSolutions’ has been selected by Integrity Research Associates to provide unique content for its ResearchWatch. AnalystSolutions is one of only a few firms designated as an ongoing training provider for NYSSA. Wall Street Prep was established by investment bankers to enhance the competitive profile of students who seek a career in the financial services industry. Our self-study courses and live seminars are used by thousands of undergraduates, MBAs, investment bankers, and other finance professionals. Each program is designed to deliver the financial skills that will give you a competitive edge as you pursue your career. Our Client List includes top investment banks, private equity firms, investment funds and business schools. The Firm The only provider in the world with a comprehensive evaluation and training program to accelerate the performance of equity research analysts. for making more accurate stock recommendations for becoming a top-ranked sell-side analyst (for Sell-side only) James Valentine, CFA, started his career as an equity research analyst, where the major North American investor polls ranked him among the top three in his sector for ten consecutive years and Forbes identified him, as one of the top three among all 2,000 U.S. sell-side analysts. At the height of his career as an analyst, he was asked to take on a newly-created role as Director of Training for Morgan Stanley’s Global Research department. After implementing a new global training program for 500 analysts and associates, he realized far too many buy-side and sell-side analysts were approaching this profession without a strategy, which held them back from generating alpha. To remedy this, he began his independent effort by writing the top-selling book and then founded AnalystSolutions, to help all analysts and prospective analysts improve their stock picking and receive greater recognition for those calls. After a rigorous vetting process, AnalystSolutions was awarded the “CE Approved Provider” status by the CFA Institute. AnalystSolutions is the only training firm providing content for the CFA Society of the UK’s Applied Equity Analysis Certificate Programme. Focus Consulting Group (FCG) is the recognized leader in helping investment firms leverage their talent through improving a firm’s culture, compensation design, talent and succession planning, strategy, investment philosophy, and coaching. , is the first and leading company in China focused on the core practice skills for financial career development such as financial modeling, investment banking valuation and financial due diligence, etc. It has helped hundreds of candidates to develop a career in equity research and investment banking. For further information or course details, please visit: Integrity Research Associates, LLC is an advisory firm founded in 2003 to analyze the global investment research industry. Integrity ResearchWatch is the only source of news and commentary exclusively focused on the investment research industry. Both producers and consumers of research rely on ResearchWatch for insights on the competitive dynamics, regulatory actions, and technology developments shaping the industry. AnalystSolutions’ has been selected by Integrity Research Associates to provide unique content for its ResearchWatch. AnalystSolutions is one of only a few firms designated as an ongoing training provider for NYSSA. Wall Street Prep was established by investment bankers to enhance the competitive profile of students who seek a career in the financial services industry. Our self-study courses and live seminars are used by thousands of undergraduates, MBAs, investment bankers, and other finance professionals. Each program is designed to deliver the financial skills that will give you a competitive edge as you pursue your career. Our Client List includes top investment banks, private equity firms, investment funds and business schools.