Financial and Valuation Modeling Boot Camp 3 Day Program

Wall Street Prep
Training overview
3 days
1,444 - 1,599 USD
English
Classroom / Public
Next start date: 10/23/2019 - New York City
Start dates
New York City
10/23/2019   (English)
1,444 USD
11/13/2019   (English)
1,444 USD
Los Angeles
11/6/2019   (English)
1,599 USD
San Francisco
12/4/2019   (English)
1,599 USD

Financial and Valuation Modeling Boot Camp 3 Day Program

Financial and Valuation Modeling Boot Camp: Public Classroom CourseFinancial and Valuation Modeling Boot Camp: Public Classroom Course

This public Financial and Valuation Modeling Boot Camp is a public classroom course offered throughout North America, from New York City to Dallas to Los Angeles to Toronto. Be sure to check all of the dates and locations to see if this great public financial training course is coming to a town near you.

This public boot camp is an intensive training program where students can enhance their skills in financial and valuation modeling, using step-by-step processes, real life case studies, and Excel.

Who should attend?

Overview

This boot camp is an intensive instructor-led training program where trainees learn financial and valuation modeling in Excel using an intuitive, step-by-step approach. Participants will use real case studies to build financial models from scratch the way it is done at financial institutions. The program is a synthesis of Excel modeling, navigating through various financial reports, and the application of accounting, corporate finance, and valuation courses.

Suitability

This public training boot camp is suitable for the following professionals:

  • Investment Banking Analysts and Associates
  • Private Equity, Asset management and Hedge Fund Associates
  • Corporate Finance and Business Development Professionals
  • MBA’s and Business Undergraduates
  • Anyone seeking to improve their financial and valuation modeling skill set

Prerequisites

This seminar presumes knowledge of financial accounting (at least 1 semester or equivalent). Participants without this background must enroll in and complete the Accounting Crash Course prior to attending the seminar.

What to Bring

Laptop, Notepad, and Calculator

Live seminar agenda

Day 1: Financial Statement Modeling

You will develop a 3-statement model completely from scratch, inputting historical data and assumptions to project out financial statements by selecting, locating, and developing appropriate projection drivers.

Day 2: Valuation and DCF Modeling

Participants learn how to value the company step-by-step, including how to estimate the weighted average cost of capital (WACC) in the real world, how to implement commonly used approaches to calculating terminal value, and how to use data tables to analyze a broad range of scenarios given different assumptions.

Day 3: M&A Modeling

Participants will build a merger model in Excel to reflect the pro forma impact of various acquisition scenarios. Key topics covered include a quick test of accretion / dilution in all-stock deals, pricing structures (exchange ratios, collars, "walk-away" rights), purchase accounting, and the step-by-step allocation of purchase price.

Duration

Each day's session will be held from 8am to 5pm.

Pre-Seminar Excel online training

This boot camp assumes proficiency in Excel. Enrollment includes access to our popular Excel Crash Course for those who need an Excel refresher.

Instructor profile

Instructors

If you attend a Boot Camp, you'll be taught by one of the following instructors

Matan Feldman

Matan has overseen training programs for clients including Morgan Stanley, Credit Suisse, Raymond James, Stifel Nicolaus, FBR Capital Markets, Sagent Advisors, Giuliani Capital Advisors, JP Morgan, Cerberus, Wharton Business School, London Business School, Kellogg, Booth, Stern (NYU), and Cornell. Prior to founding Wall Street Prep, Matan served in several capacities on Wall Street — first as an Analyst in Chase Manhattan Bank's Mergers & Acquisitions Group in New York, and subsequently as an Associate within JP Morgan's Equity Research Group, covering Food & Drug Retail Equities.

Arkady Libman

Arkady co-authored many of Wall Street Prep’s training materials and has conducted corporate training for many of Wall Street Prep’s clients, including Enogex, Rosetta Resources, Hess Corporation, Silicon Valley Bank, RBC Capital Markets, Stifel Nicolaus, and FBR Capital Markets. In addition, Arkady conducts training programs at top business schools across the world, including Wharton, MIT Sloan, Wharton, Tuck, INSEAD, London Business School, and University of Michigan. Prior to joining Wall Street Prep, Arkady was an Associate within the Energy & Natural Resources of the Equity Research Group at FBR Capital Markets. Prior to joining FBRC in October 2001, Arkady was an Investment Banking Analyst within J.P. Morgan Chase’s Global Oil & Gas Group.

Brad Barlow

Prior to joining Wall Street Prep, Brad was an Investment Banking Associate within the Financial Institutions Group (FIG) at UBS Investment Bank, where he was involved in a range of diverse transactions that included restructuring, capital raising and M&A for a variety of banks, insurance companies and specialty finance firms. He was one of FIG’s two primary coverage associates for large and mid-cap U.S. regional banks and headed up the group’s internal training program for incoming junior bankers. Prior to UBS, Brad served for over 5 years as an intelligence officer in the U.S. Air Force, where he headed a variety of overseas deployments and training programs.

Hannah Barnstable

Prior to joining Wall Street Prep, Hannah was a Vice President at investment banking firm Lincoln International. During her 7 years at Lincoln, Hannah worked on a variety of transactions including M&A, capital raises, and restructuring deals. Prior to working at Lincoln, Hannah spent 2 years at AEGON Investments on the fixed income trading desk. Hannah holds Series 7 and 63 licenses and has a BBA in finance from University of Iowa.

Kathy Lai

Prior to joining Wall Street Prep, Kathy was a Director at Lincoln International. During her six years at Lincoln, Kathy gained significant M&A advisory experience working on transactions for private equity firms, publicly traded corporations and privately held businesses. Kathy also worked on corporate restructuring, capital raise and fairness opinion assignments. Prior to Lincoln, Kathy held various positions at JPMorgan and Blackstone. Kathy holds an MBA from the Kellogg School of Management and a BA from Northwestern University.

Hahn Lin

Hahn has spent the past eight years evaluating and executing equity investments across investment management, private equity and investment banking roles. Prior to joining Wall Street Prep, Hahn was an Assistant Vice President at Old Mutual Asset Management, a Boston-based holding company of institutional asset managers with over $250 billion in AUM. Prior to OMAM, Hahn was an Associate at Palladin Consumer Retail Partners, a Boston-based private equity firm, and an Analyst at Quadrant Management, a New York family office. He is a CFA charter holder and has passed the Series 7 and 63 exams. Hahn holds a BS in Finance from NYU Stern.

Haseeb Chowdhry

Prior to joining Wall Street Prep, Haseeb was an Assistant Vice President in Barclays Wealth's Business Assessment & Strategic Analytics team, focusing on streamlining operations and increasing profitability for specific business lines. Prior to Barclays, he spent two years as an Investment Banking Analyst at Jefferies focusing on maritime, offshore and logistics companies, developing an expertise in unique LBO and capital raising structures. Immediately after graduation, Haseeb helped establish a financing subsidiary for Edible Arrangements International, Inc. Haseeb graduated from the Leonard N. Stern School of Business at NYU with a BS in Finance and Accounting. He currently holds both Series 79 and 63 licenses.

Ziv Feldman

Ziv has been a senior instructor at Wall Street Prep since 2005. He has conducted training for many of Wall Street Prep’s corporate clients, including Insight Partners, Stifel Nicolaus (Thomas Weisel), FTI Consulting, Walgreens, UnitedHealth Group, and many others. Ziv also conducts training programs at top business schools across the world, including Wharton, MIT Sloan School of Management, Wharton, Rice University, Carnegie Mellon, Cornell’s Johnson School of Business, NYU’s Stern School of Business. Prior to joining Wall Street Prep, Ziv worked for Merrill Lynch in the company's Real Estate Investment Banking Group in New York.

Silab Mohanty

Silab has held several prominent investment banking positions in New York, including Associate at JP Morgan, Vice President at Credit Suisse, and Director and Executive Director at UBS. Silab has worked on numerous M&A, financing, capital markets, leveraged buyout, restructuring, and cross-border deals. Prior to investment banking, Silab worked with multinational financial institutions, including Standard Chartered Bank, in corporate banking and structured finance in Asia.

Jeff Schmidt

Jeff’s diverse background includes equity research and corporate development, as well as restructuring and investment banking. Most recently, as an Associate at Tudor Pickering Holt & Co, he covered 20 diverse oil and gas companies with a combined market cap of over $300 billion. Prior to TPH, he covered more than 30 oil & gas companies while at Raymond James. He has been an instructor at Wall Street Prep since 2010, where he has conducted seminars for a variety of financial institutions, consulting firms, and corporations. Jeff has also taught at many of the top MBA programs, including Harvard Business School, The Wharton School, Columbia Business School, MIT Sloan School of Management and more. Jeff holds a BS from Texas A&M University, an MBA from the University of Houston, is a CFA charterholder and holds FINRA Series 7, 63, 79 and 86/87 licenses.

Certificate and Course Credits

CPE Credit

Wall Street Prep is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.

Learning Tools

What’s Included?

Comprehensive training materials (manuals and online exercises), Detailed reusable modifiable Excel model templates, Unlimited e-mail support for content-related questions for 12 months post-seminar.

Costs

Pricing

Earlybird price(s) of $1,599/Full Program (Recommended) $1,199/Days 1 & 2 Only in effect until 3 weeks before the seminar and will subsequently increase to $1,799/Full Program (Recommended) $1399/Days 1 & 2 Only .

Provider: Wall Street Prep

Wall Street Prep

Wall Street Prep

Wall Street Prep was established in 2004 from a group of investment bankers seeking to enhance the competitive profile of students pursuing careers in the financial services industry. Since then, the company has grown to include self-study training courses, live...


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Course reviews

Bobby R
(5)
The New York 3-day seminar was taught by a very experienced Investment banker who had worked at JP Morgan and Credit Suisse and worked all the way up to executive Director. The level of insights and real-world examples that he brought into the course was very valuable. I have taken Training the Street (TTS) courses and found them to be almost en...
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