Fusion Analysis - Evening

A distrust of fundamental data, being rocked by accounting shenanigans, and constant exposure to market volatility has created the demand for enhanced valuation techniques, such as Fusion Analysis. Fusion Analysis blends some of the best aspects of fundamental, technical, behavioral and quant strategies to exploit profitable opportunities in market investing.

Increasing academic support for the Fusion parts, not just fundamentals, and growing use by Wall Street professionals make this course a destination for the serious investor. This is a multi-session evening fusion analysis course. An optional workshop is available based on delegate interest.

No sessions currently available. Contact client services to get the next available date.
CPE CREDITS
10.0
Hedge fund professionals, asset allocation specialists; alternative investment managers; portfolio managers, traders, investment analysts
No advance preparation required.
A good understanding of both fundamental and technical concepts. A background in derivatives would also be useful. This is a course that will cater to individual student interests and questions in addition to covering the basic course outline. Recent academic articles will also be discussed.
"A concise, organized course that uses real-world examples."
Schedule Note
Class will meet on Tuesday, June 15th, Thursday, June 17th, Tuesday, June 29th, and Thursday, July 1st.
  • Market return/risk characteristics within the context of the Efficient Market Hypothesis
  • Major market valuation models will be compared to major technical models in terms of buy/sell points
  • Value and growth valuation theories
  • Behavioral finance and psychological considerations
  • Fama and French fundamental investment concepts
  • Fed Model; T Rowe Price indicator for small-cap stocks
  • The valuation models will be discussed with such technical concepts as dow theory, head and shoulders, moving averages, volume confirmations, MACD, money flows and sentiment
  • Bubble Theories
  • Derivative strategies and spread trading
  • Market Neutral strategies
  • Trading with algorithms and behavioral issues

  • Bottoms up stock picking valuation models
  • Fundamental models of Gordon Growth, PEG, discounted cash flows and translations to traditional valuation techniques
  • CAPM assumptions and scenario analysis biases
  • Opportunistic trading with climaxes, SUE and event anticipations
  • Currency and commodity speculation
  • Events in fundamentals will be combined with opportunistic trades from technical inputs
  • GAAP vs. non-GAAP vs. normalized non-GAAP
  • These inputs will include: technical trading signals - triangles, rectangles, bottoms/tops, climax, trend/speediness, gaps, retracements, saucers, MACD, Bollinger, stochastics & RSI
  • Intermarket analysis in terms of hedges, spreads, derivatives
  • Cycles and unique technical approaches, such as Elliott Wave, Point and Figure, Japanese Candlesticks
  • Quant analysis with artificial intelligence and behavioral issues
  • Exotic screen considerations

Clients who register for this course will receive a complimentary 4-month subscription to FT.com. The Financial Times is the world's most respected financial newspaper, providing a broad assessment on finance, business and the industrial sector. The move to the electronic version follows an ongoing review of our environmental responsibilities as a global business and as part of the Pearson group. FT.com also has features that are not available in hard copy, such as: Special Reports, Alphaville, editor blogs, education sections and much more! Subscriptions will start within 6-8 weeks of the start of class and are limited to one subscription per client. (Please note: as of May 1, 2011, the electronic subscription replaces the hard-copy 3-month Financial Times subscription.)

Lunch is included for all students taking day classes.