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Boire Consulting’s Equity Research Mentoring Program

Boire Consulting’s Equity Research Mentoring Program. Responding to a need. Program Outline. Unique equity research training Comprehensive and in depth training to research, model and recommend an equity Dedicated experienced market professional providing individual one on one support

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Boire Consulting’s Equity Research Mentoring Program

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  1. Boire Consulting’sEquity Research Mentoring Program Responding to a need

  2. Program Outline Unique equity research training Comprehensive and in depth training to research, model and recommend an equity Dedicated experienced market professional providing individual one on one support Providing an edge to individuals launching or moving their career forward in the capital markets industry.

  3. Program Structure Self-Motivated assisted format Comprehensive step by step manual to provide structure Unlimited email support Two hours of dedicated one on one in person guidance/assistance. Final presentation (1 Hour) – Stock Pitch Program Length (Varies) – Approx. 3-4 months

  4. Program Benefits Differentiation or edge versus peers Comprehensive and unique program designed to improve a targeted skill set Unlimited support from experienced market professional during length of program Tangible example to show prospective employers. Access to broad connections within the Canadian capital markets.

  5. Shawn Boire (Mentor) • Over a dozen successful years in the capital markets. • Value added portfolio manager with over 10 years experiencing managing up to $300M in AUM • Analyzed over five hundred of companies across all major sectors in Canada and USA • Successful entrepreneur assisting buy side clients with their current research needs. • Experienced mentor within each of my roles

  6. Program Content Security Selection Research Sources Competitive Advantage & Sustainability Trend Analysis Company Contact & Questioning Modelling Free cash flow Financial Modeling Valuation Investment Thesis

  7. Program Costs • Complete Program Costs • Currently at $200 for entire program • Additional support available at $40 per hour • Additional Services • Receive a 50% discount on listed prices • Interview preparation, interview research assignments, mock interviews, etc.

  8. Boire Consulting’sEquity Research Mentoring Program Unique and comprehensive equity research training Dedicated support of experienced market professional. A unique and distinct edge to financial professionals who want to move forward in their careers.

  9. Contact Information • Shawn Boire (Founder & Principal at Boire Consulting) • Email: shawn@boireconsulting.com • Website: www.boireconsulting.com • LinkedIn: Shawn Boire • Please contact us for more details in regards to our equity research mentoring program or any other one of our services

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