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Distressed Investing & Distressed Financial Modeling with Wall Street Training

 

Date: Tues., April 9, 2013   
Time: 9:00am - 5:00pm  

Location: Union League Club, 65 W. Jackson Blvd., Chicago, IL 60604

 

Register Today 

   

Morning Program Description - Distressed Investing:

Learn how to analyze and value distressed companies and securities undergoing restructuring or bankruptcy process. First, appreciate and understand the historical perspective and context of the distressed market. Then, explore various opportunities in distressed investing from securities types to investment strategies. Properly identify and isolate the true sources and drivers of returns from supply & demand to operational changes to market rebound to recapitalizations. Quantify and comprehend the dramatic changes to a distressed firm's capital structure and the implications on the valuation process and realignment of economics. Understand the reorganization and bankruptcy process, including DIP (debtor-in-possession) financing, Section 363 sales (stalking horse), Chapter 11 reorganization, and Chapter 7 liquidation. Fully comprehend the key critical covenants required involved in distressed securities as well as the entire turnaround & restructuring process by identifying key parameters for successful business plan implementation.

 

Afternoon Program Description - Distressed Financial Modeling:

Learn how to model and value distressed companies and securities undergoing restructuring or bankruptcy process. Build upon our Distressed Investing Overview course by quantifying the dramatic changes to a distressed firm's capital structure and the implications on the valuation process and realignment of economics. Build robust distressed sensitivity financial model.

 


Fee:

Members - $495
Non-Members - $595
(payable by cash, check, credit card - No function ticket)*
 

CFA Institute Qualified Activity: Eligible for 7 credit hours

  

Attire: Business Casual

  

Menu: Chef's Choice (Vegetarian meal available upon request)

  

Registration: Online 

  

Hosted by: Education Advisory Group

  

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.

      


Instructor: Hamilton Lin, CFA

President and Founder - Wall Street Training

Hamilton Lin, CFA, President and Founder of Wall St. Training, has a broad background in investment banking and mergers and acquisitions. His responsibilities have included analyzing, structuring and negotiating mergers & acquisitions. Lin custom-builds and develops all of the financial and merger models that he uses which have become corporate and departmental standards. Lin has closed over two dozen transactions and has diverse industry experience ranging from oil & gas to insurance to asset management and related sectors.

  

*Special Notes Regarding Fees:

Student rate only available to students approved as a Student-Member of CFA Chicago for 2012-2013. Credit card is required to guarantee ALL reservations. Day-of-event registrations accepted on-site only if applicable and space available. There is a $10 surcharge for walk-ins. Visa, MasterCard, American Express, Discover and Diners Club are accepted. Cancellations accepted until 5:00pm, April 4.

 

Passport Program

This is a "Passport Program." Members of any 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.

 

Visit www.cfachicago.org/events to find out more about upcoming programs and events.  If you have a topic idea to suggest for future CFA Society of Chicago events, please contact us today.  

 


CFA Chicago: Empowering Financial Professionals

CFA Society Chicago aims to be the premier local resource for Chartered Financial Analyst designees, candidates and other investment professionals.

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CFA Society Chicago

134 N. LaSalle St., Suite 1740

Chicago, IL 60602

P: 312-251-1301

F: 312-251-1303

info@cfachicago.org 

www.cfachicago.org 

 

 

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