Contact Sales
Talk to our team about team seat pricing, institutional access, team training (in-person or online), and Keynote presentations.
For new business inquiries, team licensing, and enterprise terms, reach us at:
sales@playbookmarketresearch.comInvestment Workshops
Equip your team with a practical framework for investing, from fundamental and technical analysis to interpreting market conditions and knowing when to increase or reduce risk. Every session is tailored to your team’s experience and objectives.
- Fundamental and technical analysis taught as one process, not two disciplines
- Reading the market regime and what it implies for positioning
- When to add risk, when to reduce it, and how to size the decision
- Delivered in person or online, from a single session to a multi-part program
- Keynote presentations for conferences and client events
Pricing depends on format, length, and team size. Email us with what you have in mind and we will scope it.
Who We Work With
Wealth managers, RIAs, family offices, and institutional allocators seeking independent, institutional-grade research.
Response Time
We respond to qualified inquiries within one business day. Please include firm name, role, and AUM context where relevant.
What to include in your message
- Your firm, role, and location
- Number of seats or users under consideration
- Which offerings interest you (Macro Research, Equity Research, Consulting, Investment Workshops)
- For a workshop: team size, experience level, and whether you want it in person or online
- Timing and any procurement requirements
Independent macro and equity research built for professional investors navigating regime change, market risk, and capital allocation.