Upcoming Events

Best Managed Fund of the Year 2024

This prestigious event is a celebration of outstanding financial performance.

Large Language Models in Investment Management: Risk and Opportunity

Speakers: Dr. Alan Lok, CFA, FRM Director, Professional Learning Content CFA Institute Dr. Dan Philps, CFA Head of Rothko Investment Strategies

An Exploration of Greenwashing Risks in Investment Fund Disclosures: An Investor Perspective

Join us for a deep dive into the world of sustainable investing! This will explore the pressing issue of Greenwashing Risks in Investment Fund Disclosures from an Investor Perspective. Don't miss out on valuable insights into how greenwashing affects ESG fund outflows and undermines sustainability objectives. Speaker: Mr. David Von Eiff Director, Institutional Partnerships CFA Institute  

Credit Analysis and Valuation Workshop 2024

This course provides participants with a general overview of the fundamentals of corporate credit including methods and techniques that analysts can use when assessing credit risk.

Financial Fitness Bowling Event

"Financial Fitness" Bowling Competition is a friendly event aimed at promoting health, fostering camaraderie, and enhancing networking opportunities among our esteemed members and candidates. This event, scheduled for the 31st of May, promises an exciting evening of sportsmanship and fun, bringing together individuals passionate about finance and fitness. Participants will have the opportunity to showcase their bowling skills in a competitive yet friendly environment, while also engaging in meaningful interactions with fellow members and candidates. The competition serves as a platform to strengthen bonds within the society and create lasting connections that transcend professional boundaries. As part of our commitment to promoting holistic well-being, the "Financial Fitness" underscores the importance of physical health alongside professional development. It is an embodiment of our society's values of excellence, integrity, and collaboration.

Basic Financial Modeling Workshop 2024

This is a 2-day course that provides participants with the opportunity to experience hands-on learning in building financial models and performing basic discounted cash flows valuation.

Basic Financial Modeling Workshop

Basic Financial Modeling builds upon, and implements in Excel, the fundamental financial analysis and valuation topics. First. you will create a top-down, five year income statement projection model. Then, dive deeper into revenue growth assumptions by creating segment build-up analysis to identify drivers of growth. Finally, construct a trading statistics analysis that captures the current market multiples of your target mode. This Excel-based class provides a non-academic, real-world, hands-on primer to the quantitative and technical aspects of financial modeling. Leave the classroom with a template model that is scalable and applicable to other companies immediately. We focus on the fundamental building blocks, both from a technical Excel efficiency perspective, as well as best practices of financial modeling approach. Speaker: Mr. Hamilton Lin, CFA Founder & CEO of Wall Street Training & Advisory, Inc.

Advanced Financial Modeling Workshop

Build a fully integrated financial statement projection model with income statement projections, a self-balancing balance sheet, an automated cash flow statement, and the balancing cash flow sweep/debt schedule. While knowledge of advanced accounting concepts is not required for this course, you should possess knowledge of basic accounting ratios and a basic understanding of how the major financial statements are inter-related. Emphasis is placed on the integration of the major financial statements and becoming experts in Excel. Incorporate different methodologies to forecasting the different types of assets on the balance sheet and compare and contrast with projecting liabilities. Learn how to balance a model utilizing the debt sweep and the revolver and not using any “plugs”. Appreciate the danger of and properly control for circular references. Avoid messy nested “if” statements!! You will leave the classroom with a fully constructed model that can be customized and applied to other companies. The final model is a fully scalable model that can be added upon. Speaker: Mr, Hamilton Lin, CFA Founder & CEO of Wall Street Training & Advisory, Inc.

Corporate Valuation Methodologies

How can you tell if a company is undervalued or overvalued? Is the current stock price the only measure of value? Why would one company command a higher or lower premium than its direct competitor? This course takes a practical, tangible, and non-theoretical approach to examining how corporations are valued and the major analytical tools that are used. Go beyond the academic theory of financial ratios and apply fundamental analysis and real-world methods of evaluating a company’s intrinsic value. Gain insight into relative valuation methodologies (trading comps, deal comps) to fundamental valuation (discounted cash flow analysis, break-up / sum of the parts valuation). Coverage goes beyond the academic theory of financial ratios to the practical application of fundamental analysis, offering alternative, real-world methods of evaluating a company's intrinsic value. Speaker: Mr, Hamilton Lin, CFA Founder & CEO of Wall Street Training & Advisory, Inc.

M&A Deal Structuring

Learn about mergers and acquisitions and how deals are structured. The first half of this course focuses on the mergers and acquisitions process and the basics of deal structures, presenting the main tools and analyses that MS:A investment bankers and acquirers utilize. It covers the following modules: (i) in-depth analysis of the entire MS:A process, including due diligence and legal issues; (ii) common structural issues including cash vs. stock, upfront payments vs. earn-outs, and stock vs. asset deals; (iii) crucial merger consequence analysis including detailed accretion/dilution and contribution analyses; and (iv) detailed analysis of transaction case studies to illustrate various deal structures and demonstrate detailed alternative earn-out structures and methodologies. Speaker: Mr, Hamilton Lin, CFA Founder & CEO of Wall Street Training & Advisory, Inc.