This boot camp is an intensive training program where trainees learn financial and valuation modeling in Excel using an intuitive, step-by-step approach.
Strong data culture is a sine qua non for effective organizations in the digital age, and proprietary data insights are increasingly becoming the most important asset such organizations can accrue.
Led by former private equity professional with applied expertise in LBO modeling methodologies, this seminar begins with a deep dive into the Private Equity deal process and the day-to-day responsibilities of a PE professional.
This boot camp is an intensive training program where trainees learn financial and valuation modeling in Excel using an intuitive, step-by-step approach.
Designed for investment banking, PE and real estate investment professionals, you will learn how professionals underwrite and analyze multi-family properties in order to evaluate investment opportunities and drive valuation.
The unique regulatory framework, accounting and business model of insurance companies create challenges in the areas of financial statement analysis, forecasting and valuation. This intensive 2-day course is designed to equip professionals engaged in the analysis of insurance firms with the practical financial skill set they need on the job. We will analyze the financial statements of both P&C and life insurers and then build a forecast and valuation model for a real-life P&C insurance company.
This boot camp is an intensive training program where trainees learn financial and valuation modeling in Excel using an intuitive, step-by-step approach.
Led by experienced SaaS-focused investment professionals, this boot camp is an introduction on the real world tools used by investment professionals to analyze and forecast revenue and margins for SaaS and other recurring revenue based businesses
A co-sponsored event, presented by CFA Society New York, the Gabelli Center for Global Security Analysis, and the Museum of American Finance.In the beginning was the loan, and the loan carried interest. For at least five millennia people have been borrowing and lending at interest. The practice wasn’t always popular—in the ancient world, usury was generally viewed as exploitative, a potential path to debt bondage and slavery.
How do you approach your decisions? Are you an Adventurer, Detective, Listener, Thinker or Visionary? Join us for a conversation with Cheryl Strauss Einhorn to learn to identify the psychology of your decision-making
We are excited to announce that the 26th Annual Insurance Conference is set for June 26th at the headquarters of the CFA Society of NY, in New York City. The line-up will include C-suite executives from leading companies both public and private operating in the insurance industry. We expect participants to discuss new trends in insurance technology, pricing, and underwriting practices. We also expect to learn more about the M&A market in insurance brokerage.
Overview Presented by Advanced Risk and ℙortfolio Management (ARPM)® The Quant Bootcamp is the most comprehensive 4+2 days overview course in advanced Data Science with applications to Quantitative Finance, clarifying how all topics fit together. The Quant Bootcamp program features an overview of the topics covered in greater depth in the Quant Marathon and guest lectures by [...]
This boot camp is a 8-hour instructor-led virtual “Power Session” where trainees learn advanced Excel functionality using an intuitive, step-by-step approach. This seminar is designed for Excel users who would like to power-charge their productivity in Excel by learning lesser-known but highly-effective functionality.
Designed for investment banking, PE and real estate investment professionals, you will learn how professionals underwrite and analyze multi-family properties in order to evaluate investment opportunities and drive valuation
Overview Join The Gabelli Center for Global Security Analysis, in conjunction with the Museum of American Finance, and CFA Society New York, Join us on September 7, 2023, from 5:00 p.m. – 6:00 p.m. in the McNally Amphitheatre on Fordham University’s Lincoln Center Campus for a fireside chat with Leon Cooperman, Founder, Omega Family [...]
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