| Basic Financial Modeling Using Excel |
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This event is closed for registration
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| Date: |
6/20/07 |
| Time: |
9:00am-12:30pm |
| Member Cost: |
$275.00 |
| Nonmember Cost: |
$350.00 |
| Refund Policy: |
Refund less $50 non-refundable deposit available until June 18, '07.
No refunds given after June 18, 2007. Credits: Fees cannot be credited toward future courses. |
| Location: |
300 Montgomery Classroom |
| Address: |
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Instructor(s):
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Hamilton Lin, CFA |
| Event Description: |
| Build upon fundamental financial analysis and valuation topics and translate into Excel. First, you will create a top-down, five year income statement projection model. Then, construct a basic discounted cash flow analysis on top of your projection model. This Excel-based class provides a non-academic, real-world, hands-on primer to the quantitative and technical aspects of financial modeling. The model could be further expanded for valuation purposes or analyzing mergers and acquisitions - either way, you will leave the classroom with a template model that is scalable and applicable to other companies immediately. In addition, learn about subtle nuances including the proper figure for "cash flow" in perpetuity growth models and handling dilutive options for valuation. REQUIRED EQUIPMENT - Laptop (PC prefered)
Bring your laptop with a CD-ROM to class with Microsoft Excel installed. PC laptops recommended. **IMPORTANT - PLEASE NOTE**
Prerequisite: Basic knowledge of Accounting and familiarity with Excel.
To maximize the educational value of this program, we strongly recommend that you have a basic understanding of Excel and are familiar with its functions and features. Lack of basic Excel skills will impede your ability to effectively acquire and implement the techniques and shortcuts that are presented in this program. |
| Other Information: |
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INSTRUCTOR:
Hamilton Lin, CFA, has a broad background in investment banking and mergers & acquisitions. He is the President and Founder of Wall St. Training (www.wallst-training.com), a financial-services training and consulting company. Wall St. Training provides hands-on classroom training and customized corporate training programs for financial analysts in Investment Banking, Equity Research, Asset Management and related fields. Prior to founding his firm, Hamilton was at a boutique investment bank specializing in the financial institutions industry. He has also worked at Hales & Co., a boutique merchant bank focused on the middle-market insurance industry; Banc of America Securities' mergers and acquisitions group; Ryan Labs; and Goldman Sachs Investment Banking. He teaches several dozens of classes a year at the New York Society of Securities Analysts, the Boston Security Analysts Society, Hong Kong Society of Financial Analysts and Stamford CFA Society. He has taught as Adjunct Professor at Baruch and Hunter Colleges in New York City, and has also appeared in Who's Who in America. |
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