Workshops
Financial Services
Summary
We offer four workshops to MBA and Master's in Finance students at universities and business schools.
These focus on analyst positions in the following departments: M&A in Investment Banking, Equity Research in Asset Management or Investment Banks, Private Equity and Venture Capital.
Our workshops are highly practical, with essential financial models and real-life case studies.
Target Audience
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MBA or Master's in Finance students at universities or business schools
Certificate
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Each participant receives the Denny Ellison certificate.
Course Format
Duration
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4 hours per workshop
Delivery
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Video conferencing (Zoom, Webex)
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In person on campus
Region
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We are based in London, UK
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The workshops can be delivered globally
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We have delivered the workshops to students in France, the USA and the UK
Class Size
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Typical class size is 20-60 participants
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For individual mentoring, please contact us directly
Training Mandate
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The workshops are typically offered by the career centres of universities and business schools or by student finance clubs
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They can also be part of pre-MBA qualifications
Customisation
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We tailor each workshop to the specific interest of participating students.
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Sections of the workshop can be tailored to different positions (part 1 on Asset Management and part 2 on M&A, for example).
Expected Results
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Participants can expect to gain a deeper understanding of:
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Which position in finance is most suitable for them
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What particular skills employers are looking for in each position
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Using financial models and applying them to real-life examples
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Understanding financial valuation and modelling by applying the concepts
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Building an investment recommendation
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Syllabus
Workshop 1
M&A
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How to value a company and build an M&A model
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Corporate valuation
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Comparable valuation
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Discounted Cash Flow (DCF)
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Rationales of an M&A deal
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M&A model
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Value creation analysis (ROIC)
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Scenario analysis
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Sensitivity analysis
Workshop 3
Private Equity
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How to assess Private Equity deals
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Financial performance appraisal
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Corporate valuation
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Management assessment
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IRR and exit strategy
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LBO model
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Value creation and operational turnaround
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Portfolio strategy
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Risks and return assessment
Workshop 2
Equity Research
How to analyse company earnings and build a strong investment recommendation
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Financial analysis and forecasts
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Corporate valuation
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How to construct a solid investment case?
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Past performance and peer comparison
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Main points of the investment case
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Timing of recommendation
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Risks
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Sell-side vs. buy-side differences
Workshop 4
Venture Capital
How to screen, select and monitor Venture Capital investments
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Screening process
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Financial performance forecasts
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Corporate valuation (DCF)
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Management assessment
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Portfolio strategy
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Risk and return assessment
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Theme investing (Tech, Infrastructure)
Specialist Instructors
Usha Back. Usha worked at Capital Group for several years as an investment analyst responsible for covering the European Biotech, mid-cap Pharma and Real Estate sectors. She holds a PhD in pharmaceutical excipients from the University of London, School of Pharmacy. Usha also conducted the investment management programmes at London Business School.
"Understanding the requirements in Asset Management is crucial, and this workshop immerses you in a real-life scenario."
Dr. Zafar Khan. Zafar has nearly 40 years of experience in equity research, including over 20 years at sell-side broker Societe Generale, where he was the Head of European Capital Goods and Head of Research. After becoming MD he developed the global Aerospace & Defence franchise. He has a PhD in computational Fluid Dynamics and an MBA from Bayes Business School.
"Working in an M&A department requires strong technical skills, team building, operational know-how and resilience. It's not for the faint of heart."
Guy Norman. Guy has nearly 10 years of experience in buy-side equity research covering a broad range of industries including Tech, Resources and Financials, He worked at Standard Life and Border to Coast Pensions. He started his career at Accenture in London covering UK Telecoms. He holds a Bachelor of Arts in Philosophy from the University of Cambridge.
"Private Equity and Venture Capital investments in the tech industry have significantly increased in recent years, creating a demand for talented and motivated new recruits."
Eveline Varin. Eveline worked at Morgan Stanley as a sell-side equity research analyst in the Consumer sector for many years. Before that she worked at Dresdner Kleinwort Wasserstein in the general Retail sector. Eveline holds a master’s degree in international management from ESCP-EAP and conducted her classes prépartoires at Lycée privé Ste Genevieve.
"Most candidates can suggest a few reasons for recommending a stock, but success lies in having a structured approach to building an investment recommendation."
