Equity Analysis 101

Chicago Booth Alumni Club of New York City

November 10, 2014: 6:30 PM - 8:00 PM

Lawrence Harris '78 will discuss equity analysis from the perspective of an experienced securities analyst.


University of Chicago NYC Office
10 Rockefeller Plaza
New York, New York

Driving Directions:

The University of Chicago NYC Office is located in office building 10 Rockefeller Plaza (part of Rockefeller Center). Entrance to 10 Rockefeller Plaza is on the north side of 48th St. between 5th Ave. and 6th Ave.

Event Details

The topics will include the changing role of the equity analyst, management discretion with respect to reporting earnings and cash flow, a quick comparison of selected valuation metrics, examples of successful channel checks, leading indicators of earnings shortfalls, financial statistics that are useful in forecasting quarterly revenues, common characteristics of acquisition candidates, and two brief case studies.


$10 per person (includes admission and light snacks)


Register Online

Deadline: 11/7/2014

Speaker Profiles

Lawrence Harris (Speaker) '78
Private Investor

Lawrence Harris is a private investor. Previously, he spent 25 years as an equity analyst covering companies in the aerospace, telecommunications equipment, and information technology sectors. He worked for a number of investment banks and research firms, including Kemper Securities, Bear Stearns, and Oppenheimer. He was twice named by The Wall Street Journal as one of the Best on the Street analysts for stock selection in Communications Technology.

The Wall Street Journal, The New York Times, The Financial Times, Barron's, Fortune, and BusinessWeek have cited his investment views. He has also appeared on CNBC, CNN, and Bloomberg Television. He has spoken at a number of public forums, including the UCLA Business Forecasting Conference, the annual UCLA Wireless Internet for Mobile Enterprise Consortium, and the Mobile Entertainment Forum.

Mr. Harris has also worked for AT&T, Rockwell International, and Arthur D. Little.

He earned an AB in Economics from Lafayette College in 1976 and an MBA in Finance and International Business from the University of Chicago Booth School of Business in 1978.


Lawrence Harris, '78