Past Events

Share Event

Value Investing: From Graham to Buffett and Beyond

Virtual Only

Overview In the modern era, investors are increasingly caught up in so-called hot tips, can’t-miss startups, excessive optimism, and short-term speculation. Value investing is the antithesis to these short-sighted approaches and stresses what Ben Graham—the father of value investing—referred to as the “margin of safety” when describing the gap between an equity’s price [...]

Find out more »
Other Industry Events, Value Investing, Virtual Events & Programming

Private Equity Deal Process – Wall Street Prep

Virtual Only

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.

Find out more »
Other Industry Event, Other Industry Events, Virtual Events & Programming

Biotech SOTP Valuation – Wall Street Prep

Virtual Only

Want to value a clinical-stage, pre-revenue biotech? An ordinary discounted cash flow analysis won’t cut it. Instead, you need to build a long-range sum-of-the-parts valuation. This advanced virtual "Power Session" walks participants through the step-by-step process of valuing a biotech company

Find out more »
Other Industry Event, Other Industry Events, Virtual Events & Programming

Financial and Valuation Modeling Boot Camp – Wall Street Prep

Virtual Only

Master financial and valuation modeling in this 3-day intensive virtual boot camp. Wall Street Prep's Financial and Valuation Modeling Boot Camp will teach you how to build models the way it's done on the job. This is the same intensive virtual training used to prepare incoming analysts at top financial institutions.

Find out more »
Other Industry Event, Other Industry Events, Virtual Events & Programming

Introduction to Project Finance Modeling – Wall Street Prep

Virtual Only

This boot camp is an intensive virtual training program where trainees learn project finance modeling in Excel using an intuitive, step-by-step approach. Participants will use real case studies to build 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

Find out more »
Other Industry Event, Other Industry Events, Virtual Events & Programming

Introduction to Equity Research Modeling & Analysis – Wall Street Prep

Virtual Only

Learn how research professionals approach earnings releases and quarterly model updates, how they formulate the investment thesis, what adjustments they make to normalize financial metrics to arrive at adjusted EBITDA, and best practices when working with quarterly models.

Find out more »
Other Industry Event, Other Industry Events, Virtual Events & Programming

Data Visualization and Business Analytics with Microsoft Power BI

Virtual Only

Strong data culture is a ​sine qua non​ for organizations in the digital age, and proprietary data insights are becoming the most important asset for all organizations. Firms that are invested in crafting a compelling, authentic narrative from their data are uniquely positioned to establish enduring brands and thrive in all market environments.

Find out more »
Other Industry Event, Other Industry Events, Virtual Events & Programming

Break Free From Imposter Syndrome: Embrace Your Competent, Capable Self

Virtual Only

Overview Join the Collaborative Women in Investment Management (WIM) Initiative and Michelle Galloway of Cooley LLP for a special interactive program to further the CFA Institute's WIM objectives, to support the advancement of women of all backgrounds, and to demonstrate the commitment of the finance community to true diversity and inclusion. Together, alongside [...]

Find out more »
Diversity & Inclusion Forum, Other Industry Event, Other Industry Events, Virtual Events & Programming

Sales & Trading: How Stocks, Bonds and Derivatives are Traded – Wall Street Prep

Virtual Only

Designed for new traders and those looking to break into trading, this trading "power session" teaches the skillset of a Wall Street trader. How do you quote bids and offers? How do you make money trading client flow? How do you move in and out of large positions? how do you stay within your risk limit?

Find out more »
Other Industry Event, Other Industry Events, Virtual Events & Programming

DCF Modeling – Wall Street Prep

Virtual Only

DCF valuation is a core investment banking skill every Wall Street analyst is expected to know. This virtual "Power Session" shows trainees how to build a DCF model for a real public company and compare the output to its stock price.

Find out more »
Other Industry Event, Other Industry Events, Virtual Events & Programming

Financial and Valuation Modeling Boot Camp – Wall Street Prep

Virtual Only

Master financial and valuation modeling in this 3-day intensive virtual boot camp. Wall Street Prep's Financial and Valuation Modeling Boot Camp will teach you how to build models the way it's done on the job. This is the same intensive virtual training used to prepare incoming analysts at top financial institutions.

Find out more »
Other Industry Event, Other Industry Events, Virtual Events & Programming

Private Equity Deal Process – Wall Street Prep

Virtual Only

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.

Find out more »
Other Industry Event, Other Industry Events, Virtual Events & Programming

Biotech SOTP Valuation – Wall Street Prep

Virtual Only

Want to value a clinical-stage, pre-revenue biotech? An ordinary discounted cash flow analysis won’t cut it. Instead, you need to build a long-range sum-of-the-parts valuation. This advanced virtual "Power Session" walks participants through the step-by-step process of valuing a biotech company

Find out more »
Other Industry Event, Other Industry Events, Virtual Events & Programming

Introduction to Equity Research Modeling & Analysis – Wall Street Prep

Virtual Only

Learn how research professionals approach earnings releases and quarterly model updates, how they formulate the investment thesis, what adjustments they make to normalize financial metrics to arrive at adjusted EBITDA, and best practices when working with quarterly models.

Find out more »
Other Industry Event, Other Industry Events, Virtual Events & Programming
# Form Population for Student Application Workflow # Customize Icon for MiniOrange Member Login Button in Top Menu