The Private Equity Deal Process Boot Camp is an insider’s walkthrough of the PE deal process's key phases. We bring you through the major PE deal checkpoints and describe how junior professionals can add value to the deal team.
A co-sponsored event, presented by CFA Society New York, the Gabelli Center for Global Security Analysis, and the Museum of American Finance. Join us for a lunchtime talk with the host of NPR’s Planet Money as she uncovers the deeply investigated story of how one visionary, dogged investor changed American finance forever.
A co-sponsored event, presented by CFA Society New York, the Gabelli Center for Global Security Analysis, and the Museum of American Finance. Amid severe digital disruption, economic upheaval, and political flux, how can we make sense of the world? Leaders today typically look for answers in economic models, big data, or artificial intelligence platforms. Gillian Tett points to anthropology—the study of human culture.
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.
This boot camp is an instructor-led virtual "Power Session" where trainees learn advanced Excel functionality using an intuitive, step-by-step approach.
This boot camp is an intensive instructor-led training program where trainees learn about legal and tax structures in M&A with a specific focus on the differences and contrasting motivations between asset sales and stock sales.
Unlock the Power of Excel VBA and Become the Office Superhero What You'll Learn Start Writing VBA From ScratchGet up to speed with the VBA environment and dive right into some real-world exercises that will teach you how to write your own code including macros, functions and subroutines. Immediately Use VBA [...]
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.
This boot camp is an intensive instructor-led training program where trainees learn about legal and tax structures in M&A with a specific focus on the differences and contrasting motivations between asset sales and stock sales.
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.
The Quant Bootcamp is the most intense 6-day course in advanced data science, quantitative risk management and portfolio construction. The Quant Bootcamp provides an overview across a wide range of advanced quantitative techniques, applied across asset management, banking and insurance.
This boot camp is an intensive training program where trainees learn financial and valuation modeling in Excel using an intuitive, step-by-step approach.
CFA Society New York
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New York, NY 10036-2714
Phone: (212) 541-4530
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