Summer 2026 Analyst Cohort

A 6-week virtual, beginner-friendly program with weekly educational sessions, sector research teams, and a final capstone stock pitch.

Timeline

Six weeks. Foundational to capstone.

  1. Week 1
    Market & Accounting Basics

    How markets work and the accounting fundamentals every analyst needs.

  2. Week 2
    Financial Statements

    Reading the income statement, balance sheet, and cash flow with confidence.

  3. Week 3
    Stocks, Markets & Valuation

    What drives stock prices and how analysts build valuation intuition.

  4. Week 4
    Sector Research

    Sizing markets, mapping competition, and identifying sector tailwinds.

  5. Week 5
    Stock Pitch Development

    Building a thesis, structuring evidence, and drafting a research note.

  6. Week 6
    Final Presentations

    Sector teams deliver capstone stock pitches to program leadership.

Sector teams

Four sectors to research.

Technology

Software, semis, and platforms — growth, moats, and unit economics.

Healthcare

Pharma, med-tech, and services — long-cycle, regulation-driven.

Financials

Banks, insurers, and asset managers — rates, credit, and capital.

Consumer & Retail

Well-known brands and everyday companies — spending trends, competition, pricing, and how these businesses actually make money.

Capstone

A beginner stock pitch — done end-to-end.

Students complete a beginner equity research stock pitch report and presentation on a publicly traded company. Pitches include:

Company overview
Business model
Industry overview
Investment thesis
Catalysts
Risks
Basic financial overview
Buy / Hold / Sell recommendation
Analyst deliverables

What every analyst produces.

Sector recap
Market commentary write-up
Capstone stock pitch presentation
Team collaboration project