Hamilton is well-qualified and very knowledgeable on the subject of pre- and post-merger valuations, especially given the effects of dilution of outstanding stock options. I would highly recommend Wall St. Training for any merger modeling, especially those involving complex issues.
Michael Petridis, NBA, CMAA
Ourania, LLC
I completed the basic modeling—it totally demystified the whole process for me. Looking fwd to doing more modules! Excellent program in every respect. Also, I'm not 100% 'mouse free' yet, but well on my way! Thanks!
Virginia A. Donner
Plainfield Asset Management
By having Wall St Training on my resume, I have 'wow-ed' potential employers and interviewers. In particular, I was selected to be a part of the 2009 NYSSA Investment Research Challenge, and since WST is a frequent instructer at NYSSA, the selection committee kept on asking me about what I learned in my WST courses. I definitely blew them away!
Sonali Chandra
Rutgers University
I was talking to someone after a meeting and he heard from one of the attendees that I am skilled in financial modeling; then after a long discussion he said to me "How have you learned all these skills in advanced corporate financial modeling and valuation and which college have you studied? You have advanced skills and knowledge in financial modeling and I want to know how you learned them and where."
Then I explained to him my work life experience in finance and the hard time in financial analysis and modeling I had until I got WST's training and passed your certifications and how I become a star and many employers call me to work for them. So when I talked about WST and he heard your name, he said "I heard of WST in HK and I am interested in talking to them to improve and develop our training program. Our current training lacks someone like WST—an expert instructor in financial modeling with a deep knowledge in finance to improve our content.
Hani Bawashka
ARC School of Finance
Funny story I forgot to tell you—I have been working on my masters and I had to take a finance course, my final exam was last night and when I was studying I needed a little extra help with CAPM... So, I went on YouTube and searched for CAPM and guess who popped up... WST!! So you guys helped me with my CAPM and let me tell you, it was really helpful, 2 thumbs up! Thanks!
Lindsay M. Calautti
Recruitment Manager
TD Securities (USA)
Two things have helped me move out of a senior sales position into an investment analyst job: my CFA Charter studies and the slew of financial modeling classes I've taken at Wall St Training. Both lent great credibility to my move, but the real benefit of WST's classes were immediately evident on the job as I was able to develop complex proprietary models from scratch whilst referring to their models and notes. The payoff was instantaneous and WST has made me look very good in front of my boss!
James Vanreusel
Grassroots Capital
I have been using Wall St. Training's macros for over a year and I think they are amazing. My productivity has increased exponentially due to your training. I would recommend your class to any investment banking analysts/associates who are serious about excelling in this industry. Thanks!
Dimitri Cohen
Investment Banking
Wells Fargo Securities
I definitely recommend Wall St. Training for anyone looking to get ahead in the financial world. After a week of training, I already knew more about modeling and keyboard shortcuts in Excel than analysts that were on the desk for a full year. I've been able to save time with the macros provided and turn in quality work. Overall, Hamilton's classes are fast-paced, which prepares you for investment banking, but he also has a great sense of humor and makes the learning enjoyable. His experience is evident and he tells you exactly what you need to know in order to be successful and get ahead in this competitive industry. I learned more about Excel in one week than I did in four years of college.
David Shujman
Analyst, Capital Markets
CIT
Hamilton Lin came in from Wall St. Training and conducted an intense session over the course of several days for our Analysts. Some in the group were brand new, and others had been with the firm for a few months. Feedback from all trainees was very positive. The initial review of accounting theory was an excellent primer for the hands-on, intensive Excel analytical work that ensued. I had the sense from the Trainees that Hamilton kept the small group on its collective toes, firing questions and looking for the Trainees to validate their learning in real-time.
The Trainees took away very practical skills in the use of Excel and in proper financial modeling techniques, which is useful training that even the most "book-smart" new hire needs. The foundation laid for the Trainees in the Wall St. Training session is one of fundamental concepts complemented with practical application, and we are confident that this will help our Analysts acclimate themselves to the fast-paced environment in the firm. The fact that Hamilton has been receptive and responsive to follow-up questions from Analysts ("How do you do this in Excel...?") is a plus. I would definitely recommend Wall St. Training to others.
Jack Rabun
Vice President and Training Coordinator
Grail Partners, LLC
Wall St. Training provided instruction adapted to our specific needs that combined relevant theory and practice. Our instructor was able to keep the entire class engaged by expecting and obtaining participation and contribution from everyone. We chose Wall St. Training based upon experience, relevance, and adaptability to meeting our specific goals—our expectations were exceeded on all accounts.
Joseph Puthenveetil
Analyst, Training Selection Team
Grail Partners, LLC
Wall St. Training's investment banking training was very comprehensive for me, not only in the number of topics it covered, but also in the way the course was delivered. Hamilton made sure that each key point is well understood by the students and each technique learnt is utilized accordingly. The instructions were always clear and succinct, not to mention the excellent course material, especially the meticulously-prepared training models.
I build models nearly on a daily basis and the training showed me techniques to improve my efficiency in modeling, such as the great shortcuts (both the reference sheets and the Excel Add-Ins) and the most effective functions for each purpose, which I now use on a daily basis to improve the quality of my work. Wall St. Training is definitely one of the best and most importantly, relevant training groups I have dealt with and Hamilton Lin can be called a guru of Excel modeling. I would highly recommend them to everyone in the finance industry.
Joshua Fu
Senior Credit Analyst
TD Securities
The ability to use Excel in an efficient manner is a big advantage in an industry that depends on the timeliness and accuracy of information. The time saving techniques I learned from Hamilton's Advanced Excel for Data Analysis course have enabled me to complete routine tasks more quickly. Moreover, by reducing the amount of manual labor involved, the potential for errors has also been diminished.
Name Withheld
Equity Research
Large Equity Research Firm
I would highly recommend Wall St. Training to anyone who wants to understand the workflow and responsibilities of an analyst - by understanding the workflow and needs of the financial analyst, FactSet is in a much better position to create applications, reports, and charts that make company and industry analysis easier for the analyst. Wall St. Training was very effective and knowledgeable. Hamilton's strong understanding of finance and his experience as a banker gave us keen insight into the common tasks and pitfalls that an analyst must overcome. His teaching style also conveyed the importance of defending your numbers and how meticulous an analyst must be when crafting their models. Thank you!!
Eric Weitzman
Vice President and Senior Product Manager
FactSet Research Systems
I was very impressed with Wall St. Training. It had been difficult to find an advanced, hands-on financial modeling class that walked you through the steps of building a bottoms-up financial model. I had taken a class with another institution, but the instruction was not hands-on enough. As an MBA with strong Excel and financial statement analysis skills, Hamilton was able to tailor the instruction to meet my goal of building detailed financial models quickly and accurately for my work as an equity research analyst.
Valisha Graves
Senior Research Analyst
Wall St. Training's Advanced Financial Modeling class was exactly what we were looking for. Hamilton had complete command of everything he was teaching which covered everything from Finance to Accounting and Excel. I would recommend Wall St. Training to anyone who would like to develop a deeper set of finance skills that will clearly set you ahead of the pack. Understanding where all the numbers on a company come from and how they inter-relate are the key to building a valid and detailed model and training with Hamilton will provide you with that skill set.
Sapan Vyas, CFA
Kimelman & Baird, LLC
Hamilton is very knowledgeable in the business and accomplished a lot of tasks within a short period of time. He encouraged students to ask questions and answer questions. Good usage of practical application and real-life examples ... Excel training was great and being able to see a final product was helpful to cement the training.
Name Withheld
I had no experience with Finance (Econ major) and absolutely no experience with Excel. Now I feel I dominate what we learned and it is 99% thanks to Hamilton Lin. I appreciate everything very very much.
Name Withheld
I learned an incredible amount about using Excel and analyzing 10K's, 10Q's, trading comp and deal comps. We were able to get through lots of material and always stayed busy. It was a great experience and I learned an incredible amount!
Name Withheld
Feedback from Bulge Bracket Investment Banking Training
Hamilton's Financial Modeling class greatly supplemented the Indiana Kelley Business School MBA program—you won't find this type of hands-on training at any educational institution and I would highly recommend it to those looking to get ahead on Wall Street.
Patrick White
MBA Student
Indiana University Kelly School of Business
I really enjoyed the training. The instructor was strict, so you had to do it right the first time which enforced the accelerated learning curve. It was intense with a lot of information, I am glad that we had a few days in between to retain the information. It is helpful to be knowledgeable in excel before the beginning of the class because it makes the first day easier. I have already begun to implement what I have learned in the class to my internship and my finance-based class work. I would definitely recommend the program.
The Wall St Training program was intense. A lot of information was dispersed in a short amount of time. There was some type of pressure on getting things done right and fast. All this created an environment which felt as if we were being trained at a Wall Street firm. It was great! Hamilton's comments were ever insightful and clear. He had a clear grasp on his profession and the skills that he brought to the class. I would definitely suggest for those accepted into future WST programs, to have completed Excel courses and have a strong working knowledge of accounting. It would very much increase how much the student would get out of it. Maybe IBC could help offer that training. If the classes could be taught over a longer period of that time, that would also help. But overall it was a privilege and pleasure being part of the program.
I would like to thank you one more time for providing us with this exciting opportunity. Special thanks to Mohamed Wann for bringing Wall St. Training to Baruch and to Hamilton Lin for becoming a role model for us. Overall the training was intense and a bit challenging. It made me realize what my gray areas are and encouraged me to brush up my knowledge on certain topics. I would highly recommend it for those interested in a career in Investment Banking. As per the suggestions, I would recommend to encourage students to study excel more in-depth on their own before and in-between the training sessions.
Thank you for giving me the opportunity to participate in the Wall St. Training program. I have learned a lot about financial modeling and company valuation during the training. From my personal experience, it is a very successful and well-planned training program. I hope it will continue and more students from Baruch will benefit from it.
Overall, I liked the experience. If I could do it over again, I would. Hamilton is a good instructor and I learned a lot from him. I am very comfortable with Excel after this. I will make every attempt to know the financial modeling training like the back of my hand.
Various Students
Feedback from Baruch College Investment Banking Club Training
I took Hamilton's class to gain a broader perspective on Valuation. His command of that subject and his intuitive understanding of the intricacies of Wall Street was obvious. He did a great job in balancing teaching the finer points of the subject while keeping it relevant to each member of the class.
Damian DeSola
Senior Vice President
DeSola Group, Inc.
Hamilton, thanks for your Financial Modeling training class. It was extremely informative and it's obvious you have extensive knowledge andd tools for forecasting/modeling. You're an excellent teacher and speaker. I would highly recommend you for anyone seeking training services on Wall Street.
Ted Weis, CFA
Attorney at Law
Serling Rooks & Ferrara, LLP
I was impressed with Hamilton's practical, hands-on knowledge of corporate finance and financial markets. His ability to explain complex concepts in simple and understandable terms is a quality I see very rarely. Wall St. Training would be invaluable to anyone who chooses to pursue a career on Wall Street.
Name Withheld
Vice President
Large Private Equity Firm
As an executive at a small business, I needed to learn more about the finance side of the corporate world. Mr. Lin's training programs were very helpful in allowing me to become a better executive.
Richard Mallah
Vice President of Technology
Synamed
Hamilton Lin did an extraordinary job demystifying the seemingly dizzying world of mergers & acquisitions and crystallized it into simple and understandable concepts. His extensive knowledge and experience was evident in his ability to break down the mainstream valuation methods and techniques used in the industry. The course not only exceeded my expectations but is a 'must' for anyone considering a career in investment banking.
Dorn Redd
Structured Products
Deutsche Bank
I work in equity research and wanted to get a better understanding of the business. Hamilton Lin gave us a solid explanation of how companies are valued by M&A bankers and walked us through the process using materials from actual deals. He demonstrated great adeptness of the inner workings of the valuation model as well as all of the calculations that back up every valuation multiple in the model. I would highly recommend him to those interested in learning more about the business.
Linda P. Chiao-Kwan
Equity Research
Banc of America Securities
I thought the instructor was very effective and knowledgeable. Besides the excellent teaching method, it was good to see the instructor remain energetic and humorous throughout the class. I would definitely recommend the course, especially to anyone who is in the industry or would like to learn more about the industry."
Bohee Rhee
Analyst
Competitrack
Although the chilled & foggy weather made my commute a bit harrowing, ARC School of Finance's "Corporate Valuation and Financial Modeling" programme was worth the trip and every penny. After the three day course, I went back to work with renewed vigour and greater sense of confidence. Tapan, Manoj, Himanshu [the instructors] stepped into the trenches with us and shared their wealth of knowledge as well as, some amusing personal experiences. The class seemed less like a lecture and more of a personal 'hands-on' environment. I would recommend ARC to both seasoned veterans, hoping to build on their existing knowledge, and valuation neophytes just getting into the industry. ARC has all the tools and resources available for those who want to succeed in the Investment banking business.
Rajendra Narayan Bhatta
Research Analyst
Leading Brokerage House
Learning becomes the most interesting when you can actually relate it to what is happening around you in the real life. This is exactly where ARC School of Finance scores very high. Discovering and exploring the practical aspect of the theoretical concepts that we may have studied at some point or another, makes the course a high-quality experience. The welcoming and considerate faculty makes it all the more easier for students to understand and apply a concept. All in all, the 'Research and Valuation' course at ARC – WST has taught me about the intricacies of the financial world and makes me feel one step ahead of me peers.
Saloni Jain
College of Business Studies
The focus on giving practical exposure to various valuation techniques through live case studies and help & support even after completion of program sets them apart from others in this field. All in all value for money invested.
Manish Gupta
EXL Services
Wall-street training is a great stepping stone towards a career in corporate finance. The course layout is well designed to cater professionals pursuing careers in investment banking, equity research, corporate development, transaction advisory services and other avenues of the financial world. Aside from the financial knowledge gained, instructors do a great job in advancing the students' Excel skills. I highly recommend taking this course.
Kaz Khoja
M&A Professional
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