312-251-1301 info@cfachicago.org

Event Detail

Corporate Valuation Methodologies with Wall Street Training (Ended)

Date, Time, and Location:
Wednesday, February 08, 2012 (add this event to your Outlook Calendar)
9:00 am
The Standard Club, 320 S Plymouth Ct, Chicago, IL  60604   (Driving Directions)

This course takes a practical, tangible, and non-theoretical approach to examining how corporations are valued and the major analytical tools that are used. This Corporate Valuation class is a hands-on, technical workshop.

Date, Time and Location:
Wed., Feb. 8, 2012
9:00 am - 5:00 pm
The Standard Club, 320 S. Plymouth Ct., Chicago

Program Description:
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?

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).

You will:

  • Build a quick and dirty trading comps analysis by inputting historical results and analyst projections for comparable companies and calculating current stand-alone market valuation multiples.
  • Construct a detailed comprehensive reference range analysis that quantifies valuation methodologies.
  • Build and update dynamic football field to graphically summarize valuation metrics.

Prerequisites:
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.

Fee:
Members - $495
Non-Members - $595
Student-Members - $125 (Limited seats available)
(payable by cash, check or credit card - NO FUNCTION TICKETS)*

CFA Institute Qualified Activity: Eligible for 7 credit hours

Attire:
Business Casual

Menu:
Lunch will be provided.

For Reservations:
Register online below, or by phone: 312-251-1301

Agenda:
8:30 am - 9:00 am: Registration
9:00 am - 5:00 pm: Seminar

Materials:
Bring your PC laptop with Microsoft Excel installed and a working USB port. (Macs with Office 2008 will not be as effective).

NOTE: Laptops will not be provided.

David KovacsDavid Kovacs
Principal and Lead Instructor - Wall Street Training

About Instructor:
David Kovacs, Principal and Lead Instructor at Wall Street Training, specializes in investment banking, private equity, and venture capital with extensive experience in both mature and emerging markets. He focuses on a variety of industries and has analyzed hundreds of deals, executing both sell-side (M&A) and buy-side (PE & VC) engagements. Kovacs has held positions at Hinduja Group, one of the largest diversified groups in the world with over $50 billion under management; Samarian Partners, a venture capital firm focusing on real estate, entertainment, energy, and healthcare; Blackstone's Private Equity Division; and at Citigroup's Investment Banking Division. He earned a Bachelor's degree in Economics and Finance at the College of Staten Island (CUNY).

About Wall St. Training:
Wall St. Training provides professional financial training solutions to Wall Street through hands-on classroom training and customized corporate training programs for financial analysis which take a hands-on, interactive, practical, non-theoretical approach. Wall Street Training's clients include Bank of America/Merrill Lynch, Credit Suisse, Citigroup, Deutsche Bank, Fidelity, GE, Goldman Sachs, JPMorgan, Morgan Stanley, TPG, and many others. For more information: www.wallst-training.com and www.wstselfstudy.com.

*Special Notes Regarding Fees:
Student rate only available to students approved as a Student-Member of CFA Chicago for 2011-2012. Credit card is required to guarantee ALL reservations. No day-of-event pre-registrations accepted (on-site only, if applicable and space available). There is a $5 surcharge for walk-ins. Visa, MasterCard, American Express, Discover and Diners Club are accepted. Cancellations accepted until 5:00pm, Feb. 2.

A Passport Event This is a "Passport Program." Members of any local CFA society may attend at the CFA Chicago member rate. If you are only a member of CFA Institute, you do not qualify for the society member rate.

CFA Institute CE Qualified Activity
This program qualifies for credit under the guidelines for the CFA Institute Continuing Education Program. Please click here if you would like more information.

Content shared during CFA Society Chicago programs is not, and nothing in it should be construed as, an offer, invitation or recommendation of any specific financial services company or professional, or an offer, invitation or recommendation to sell, or a solicitation of an offer to buy, any securities in any jurisdiction. By registering for and attending this event, you acknowledge that any photographs that may be taken are the property of CFA Society Chicago and give your consent to their use in CFA Society Chicago's online and print business communications and marketing.