Sailing Through Stock Research

Set sail on the emerald waters of prospect research with 'Sailing Through Stock Research,' your navigational chart through the tumultuous seas of SEC files. Just as the Puget Sound's waters are filled with hidden depths, so too are SEC files brimming with invaluable insights on wealth, stock holdings, and executive journeys. This presentation will equip you with the compass needed to navigate the complex currents of financial data. You'll learn how to harness the power of SEC forms to identify and capitalize on key wealth events such as IPOs, corporate mergers, and pivotal career changes, ensuring you know precisely when to unfurl your sails and approach prospects. 

Dive deeper as we explore the intricate art of deciphering stock and salary information, guiding you through the murky waters of beneficial ownership and income reporting. With a sprinkle of Seattle's famed coffee to keep us alert, and the occasional sighting of a financial orca in the form of a major wealth event, we'll ensure you're well-prepared to anchor down on the most promising prospects.

Learning Objectives:

• Attendees will gain proficiency in leveraging SEC filings to discern pivotal wealth events, including IPOs, mergers, and executive transitions, enhancing their strategic timing for engagement.
• Attendees will learn techniques for decoding beneficial stock ownership, executive compensation structures, and significant wealth or life events.