Worldwide Course Calendar

Developing a Corporate Credit Rationale

This course provides attendees with qualitative and quantitative tools for improving their assessment of corporate credit risk.   The course includes financial statements and ratio analysis and complements this with market factors from the cash and derivatives markets to develop a more well-rounded analysis.

To maximize learning, there are a number of exercises and group case studies which simulate real-world scenarios.

Principles of Bank Analysis

This course provides a framework for analyzing financial statements of banks to gain a deeper understanding of capital adequacy, management quality, earnings sustainability and sensitivity to credit, market, and liquidity risk.

To maximize learning, there are a number of exercises and group case studies which simulate real-world scenarios.

Principles of Corporate Valuation: Developing a 360° Perspective

What price will it take to get a deal done? This seminar’s primary objective is to learn how practitioners in the financial services industry apply various valuation techniques in the context of an eminent transaction. Heavy emphasis will be placed on demystifying the theory behind the analytics and ultimately gaining an understanding of their impact on a transaction. After gaining a working knowledge of the “scientific” analytics, participants will gain a new appreciation for the “art” of valuation through an in-class simulation.

Principles of Municipals & Introduction to High Yield Muni Investing

The Principles of Municipals course provides participants with an overview of municipal issuers, and the various types of securities.  It covers economic and political factors that influence municipal issuers and how to identify signals of credit deterioration.

The Introduction to High Yield Muni Investing course will introduce you to the relatively opaque and particularly profitable sector of fixed-income.   It aims to bridge the gap between superficial bond guides and reams of legal and regulatory opinions, with a hands-on workshop method of teaching.

To maximize learning, there are a number of exercises and group case studies which simulate real-world scenarios.

Register for both or either course.

Principles of Quantitative Equity Investing

This course enables participants to develop investment processes that can cost-effectively deliver superior alpha.   We cover techniques for screening and back-testing, building multi-factor models, constructing optimized portfolios and, finally, decomposing risk and return using performance attribution.

To maximize learning, there are a number of exercises and group case studies which simulate real-world scenarios.