| Financial Analysis Series - Advanced & Segment Build-up Model - Cancelled |
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This event is closed for registration
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| Date: |
10/15/09 |
| Time: |
9:00 AM - 5:00 PM |
| Member Cost: |
$525.00 |
| Nonmember Cost: |
$650.00 |
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To pay by check, download
the registration form. |
| Refund Policy: |
Refund less $50 non-refundable deposit available until 5pm on October 9, 2009. |
| Location: |
CFASF Program Center |
| Address: |
300 Montgomery St, SF, CA |
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Instructor(s):
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Hamilton Lin, CFA - Wall Street Training |
| Event Description: |
| View flyer
Learn how to build detailed revenue and segment build-ups into your larger financial model. Many financial projection models are based off simple revenue growth rate and expense margin assumptions, resulting in reduced precision in the projection model. This course teaches various approaches to true, bottoms-up, fundamental analysis, from both an 'account-by-account' and 'business segment' basis (very detailed build-up vs. division by division). The results of build-up analysis roll-up into a consolidating income statement that feeds into the Income Statement revenue items. The following types of build-ups will be modeled: |
| Other Information: |
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| Hamilton Lin, CFA, President & Founder of Wall St. Training, has a broad background in investment banking and mergers & acquisitions in diverse industries ranging from oil & gas to insurance to asset management and related sectors. Prior to founding his firm, he worked at: Goldman Sachs Investment Banking, where he standardized his group's best practices; Bank of America's M&A department, where he customized many of the firm's models; various boutique middle-market investment banks, executing private transactions; and Ryan Labs, an asset-liability asset management firm. Hamilton has taught as an adjunct professor at Baruch College and Hunter College in New York City. He graduated from NYU Stern in Finance and International Business, holds the CFA designation and has taught all levels and all study sessions of the CFA exam. |
| Comment: |
| View / register for the other classes in this series:
- ADVANCED FINANCIAL MODELING - CORE MODEL Wednesday, October 14
- M&A DEAL STRUCTURING & MERGER MODELING BASICS Friday, October 16 |
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