Membership

Where We End Up

Our Training

Classroom Style Education Program

Content:
• Accounting fundamentals and the relationship between the three statements
• Valuation methods including public comparables, precedent transactions, and DCF
• Creating dynamic financial models including sensitivity and leverage analysis
Benefits:
• Technical training that is applicable across investment banking, equity research, and asset management

Experiential Investing Platform

Content:
• Research process including navigating platforms such as CapIQ, IBIS World, and company filings
• Portfolio management to better understand the risk and return profile of individual investments and collective portfolio
Benefits:
• Understanding the investment research process and relevant research sources
• Critical thinking skills applicable across financial services

Mentorship

Content:
• Networking opportunities with existing and past club members
• Club leaders with diverse professional experience to guide younger members through recruiting processes
Benefits:
• Exposure to different financial services professions
• Guidance and advice on recruiting and networking process