Education

As conveyed by our mission statement, financial education rooted in fundamental analysis and equity research is at the heart of our organization. Below is an overview of some of the educational sessions presented by the education director and the co-presidents throughout the academic year.

Curriculum Overview

  • Investment Philosophies and Industry Overview
  • Valuation Methodologies (Public Comps, Precedent Transactions, DCF Basics)
  • Three Financial Statements
  • Enterprise vs. Equity Value, Treasury Stock Method
  • DCF Modeling
  • Formulating a Stock Pitch
  • Bloomberg Overview
  • Career Workshops
  • Networking and Interview Preparation