Approaching the Right People

Presenter: Howard Bernheim, S&P Capital IQ
Year: 2013
Price: Members: FREE Non-Members: $39
Body of Knowledge Alignment:
Domain: Prospect Research
Competencies and Levels: 

  • Competency 2: Prospect Research Essentials, level I & Level II
  • Competency 4: Utilizing Research Resources, Level I & Level II
  • Competency 5: Financial Capacity Evaluation and Wealth Indicators, Level I 


The focus of this webinar will be towards People (a person in the example) working for a Private Investment Firm. A brief history and description of Capital IQ’s Global Public and Private Company and extensive People content will be covered first. Then, we’ll learn what’s disclosed for the Private Investment Firm, its investment holdings, news and transactions for the firm, etc. For the person, we can look at relationship mapping to business (current and former), education and personal connections. We look at available SEC Filings and news.  We’ll cover a few Screening examples and Screening Alerts, which combine Capital IQ’s extensive Company and People content and end with Capital IQ’s extensive Key Corporate Developments content, for Liquidity/Merger/Acquisition Events and new Initial Public Offerings.


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