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Financial Modeling Refresher Course

by Real Estate Club

Academic Real Estate Investing

Sat, 13 Oct 2018, 9:00 AM –

Sun, 14 Oct 2018, 5:00 PM

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Please note that the workshop will run for 2 days, 13-14 October, and will start at 9:00 AM and end at 5:00 PM each day.

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Description

Visiting Tutor - Max Gauttsel

Max has a fundamental direct investment and M&A background for more than 13 years. This is a short summary of his experience:

  • Deeply undervalued companies and special situation investments with an activist bias (as a current managing partner in a private hedge fund).
  • Deeply undervalued, distressed and strategic investments (Lambert Energy Advisory).
  • Corporate Finance and Transaction Services (PwC).

His professional and educational qualifications are:

  • Chartered Accountant (ACCA).
  • Executive MBA at Columbia Business School and London Business School - (High distinction).
  • Visiting tutor at Investment Banking Institute for more than 6 years in London and New York and tailored advanced courses for Large Investment Banks and Investment Funds.
  • Masters degree in Energy and Infrastructure.

 

Refresher Course Outline

 

  1. Financial Statements Analysis / Accounting
  • Introduction to Accounting and Reporting
  • Where to find data and how to use it
  • Refresher on accounting – Income Statements, Balance Sheet and Cash Flow
  • Best practices for financial statements analysis and key considerations
  • Share options, Convertible bonds, Taxation, IFRS vs US GAAP and other specific items
  • Study how accounting rules affect transactions and post-transaction reporting and analysis
  • Normalizing reported financial statements
  • Financial ratio analysis

 

  1. Basic to Intermediate Level of Financial Modelling
  • Introduction to Financial Modelling
  • Modelling and excel essentials
  • Forecasting model: use, trade-offs and limitations
  • Financial model vs Operating model
  • Typical elements of a model
  • Link Balance Sheet, Income Statement and Cash Flow Statement
  • Modelling best practices
  • Formatting and excel settings
  • Sources of financial forecasts
  • Build (step-by-step) a financial model with an integrated Balance Sheet, Income Statement and Cash Flow Statement in class
  • Scenario and Ratio analysis

 

  1. Valuation techniques
  • Valuation overview and introduction
  • Comparable Public multiples (Trading multiples)
  • Recent Transaction multiples (Deal multiples)
  • Discounted Cash Flow (DCF)
  • Valuation Case analysis. Convert a previously built financial model into a valuation model in class.



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Private Location (sign in to display)

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Hosted By

Real Estate Club

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