James J ValentineJames J. Valentine, CFA, DBA, was a distinguished equity research analyst recognized among the top three in his sector for ten years and by Forbes as one of the top three among all U.S. sell-side analysts. After 14 years in equity research, he becameMorgan Stanley's Director of Training and Product Quality, creating a training program for 500 analysts globally. He authored the best-selling book Best Practices for Equity Research Analysts and founded AnalystSolutions. Dr. Valentine earned his DBA from DePaul University, where he was a professor, and later, he directed Marquette University's Applied Investment Management program. In 2024, the CFA Institute adopted his curriculum for its new Practical Skills Modules, incorporating it into Level II of the CFA exam curriculum. His second book, Inertia, expands on the first-ever comprehensive qualitative study of equity research analysts. He continues to work with students, practitioners, and researchers to advance the equity research field. Read More Read Less
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