CFA UK and The Macro Institute pathway: How to master stock selection (3 of 3)

Wednesday 11 February 2026 | 13:00 - 13:50 | Webinar

Join us for the final instalment in our Macro Institute pathway webinar series, where we shift focus from forecasting to execution. This session takes a deep dive into the 10 distinctive habits and traits that set the most effective stock pickers apart. 

Drawing on lessons from macro awareness, valuation discipline, and risk management, this webinar will equip delegates with practical tools to refine their investment process. From avoiding common stock traps to building high-quality screens and spotting red flags, we’ll explore the mindset and methods that consistently deliver results. 

What you’ll learn: 

• Recognise some of the major problems, biases, and inconsistencies within sell-side equity research today and how candidates can use these to improve their own stock picking.
• Be aware of the macroeconomic backdrop and how it will influence the micro-environment that is embedded within your particular investment mandate.
• Analyse your portfolio with macro awareness, indications on stock traps, valuation best practices, quality screens, and the use of red flags.

Who should attend: 
Whether you're a fundamental analyst, portfolio manager, or investment strategist, this session offers actionable insights to elevate your stock selection process. 

You can also book on to the other thee events in the series:
- 14 January 2026 - Macro forecasting 101 (1 of 3) 
- 28 January 2026 - How to invest around the business cycle (2 of 3) 

Registration: 12:55
Event: 13:00 - 14:00

Click here to view our event terms and conditions.

François Trahan
François Trahan is an economist by training with a master’s degree in finance and econometrics. He is widely praised for his differentiated insights into the drivers and dynamics of the marketplace and his unique understanding of the business cycle. In 2016, François was inducted into the Institutional Investor All-America Research Team Hall of Fame after placing first in Portfolio Strategy for ten of the previous 12 years. He has also ranked for Quantitative Strategy.

François is currently President and founding partner of The Macro Institute – a firm dedicated to macro research and education. Previously he was a Managing Director at UBS where he led the U.S. Portfolio Strategy effort, and prior to that he was a founder and managing partner of Cornerstone Macro. Before that, he was Vice Chairman of Wolfe Trahan & Co., Chief Investment Strategist at International Strategy and Investment Group (ISI), and the Chief Investment Strategist for Bear Stearns & Co. Earlier, he worked for Ned Davis Research and the Bank Credit Analyst Research Group.

François received undergraduate and graduate degrees in economics from the University of Montreal. Along with Katherine Krantz, he is the co-author of "The Era of Uncertainty: Global Investment Strategies for Inflation, Deflation, and the Middle Ground," published by Wiley & Sons in August 2011.