• Building Relationships in Equity Research: Tips from the Sell-Side with Richard Toad

  • Nov 5 2024
  • Length: 18 mins
  • Podcast

Building Relationships in Equity Research: Tips from the Sell-Side with Richard Toad

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  • Summary

  • In this episode of InDaloop, host Thomas Li welcomes Jerry Diao, also known as Richard Toad, an experienced equity research analyst and blogger. They dive into the world of sell-side research, discussing Jerry's career journey from an actuary to a prominent figure in equity analysis. Jerry shares invaluable insights on what it takes to succeed in the sell-side landscape, emphasizing the importance of relationship-building, resilience, and the ability to tell compelling stories. The conversation explores how analysts can differentiate themselves in a crowded market, the significance of understanding market narratives, and how effective communication can lead to greater success. Tune in for a mix of career advice and professional storytelling that can elevate your understanding of the investment research field.


    For more on Richard Toad visit: https://www.richardtoad.com/


    For more on Daloopa visit: www.daloopa.com
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