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Session Material
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Would You Buy This Stock? An Interactive Valuation Workshop with Rainier Investment Management*
Wed - Jun, 6 | 1:00 pm - 3:00 pm
Location: 6C (Convention Center Level 6)
Category: Conference Workshop | Secondary Category: Investment Process

The successful investor relations executive possess well-developed financial acumen and strong working knowledge of the valuation metrics used by buy and sell side analysts. This hands-on interactive workshop will challenge attendees to analyze the case study of a public company and determine its valuation based on the information and techniques used by buy-side investors. Assuming the role as the portfolio manager, attendees will submit their recommendation to buy, hold or sell the company and why to a team of investors from Rainier Investment Management.

Participants should have a basic understanding of financial accounting and how valuation metrics apply to buying or selling a security.

Moderator/Lead Speaker:
James R. Margard, CFA, Principal, Chief Investment Officer, Director of Equity Management
Rainier Investment Management, Inc.

Mike D. Emery, CFA, Senior Portfolio Manager
Rainier Investment Management, Inc.
    Learning Objectives:
  • Learn first-hand how investors determine a company's valuation
  • Understand the basics of financial modeling
  • Determine the various metrics used to Create Peer Analysis
  • Compare Your Internal Valuation to the Street's and Gain knowledge needed to confidently communicate financial information to investors and senior management
* Draft description as of 6/28 3:51 pm, subject to change

Contact Tammy Dang ( with session inquiries.