Corporate Training Client List

Selected past and present corporate clients include the following:

  • Elevate all employees' skills set in an extremely cost-effective manner
  • Standardize learning firmwide - everyone learns same content and gains same base of knowledge
  • Hone and instill Wall Street's best practices internally, on a company-wide basis
  • Maximize learning as employees can learn at their own pace and review content as often as they wish
Investment Banks
  • Bank of America Merrill Lynch
  • Benfield Advisory
  • CIBC Equity Research (now Oppenheimer)
  • CIBC High Yield Research (now Oppenheimer)
  • Oppenheimer Investment Banking (formerly CIBC)
  • Citigroup
  • Credit Suisse Group
  • Deutsche Bank
  • Fredericks Michael & Co.
  • Goldman Sachs
  • Grail Partners
  • Greenhill Investment Banking
  • Guy Carpenter / MMC Securities
  • Hales & Company
  • Lazard Investment Banking Asia
  • Morgan Stanley
  • Needham & Company
  • Simmons & Company International
  • TD Securities Investment Banking
  • Updata Advisors
  • vFinance
Asset Management & Sell-Side Research
  • AB Capital
  • Broadpoint
  • BTIG LLC
  • Capital Group Companies
  • Champlain Investments
  • CLSA Asia
  • Fidelity Management & Research
  • ICAP
  • JPMorgan Asset Management
  • JPMorgan Private Bank
  • J&W Seligman
  • Kennedy Capital Management
  • Kimelman & Baird LLC
  • Lehman Brothers Equity Research (now Barclays)
  • Loomis Sayles & Company
  • Sidoti & Company
  • TIAA-CREF
  • Wellington Management
Private Equity & Hedge Funds
  • Barlow Partners Inc
  • GE Global Business Development
  • GE Private Equity
  • Greywolf Capital
  • Pomona Capital
  • TPG (Texas Pacific Group)
  • Unifund Asset Management
  • World Bank - IFC (International Finance Corp)
Commercial Banks & Credit
  • Bank of Tokyo - Mitsubishi UFJ
  • CIT Group
  • Commerzbank
  • FitchRatings
  • HypoVereinsbank (HVB Group)
  • ING Leveraged Finance Group
  • UOB (United Overseas Bank) Investment Banking
  • Wells Fargo
Corporations & Other
  • Alliance of Merger & Acquisition Advisors
  • Dow Jones Indexes
  • FactSet Research Systems
  • Hormel Foods
  • Inroads
  • Lexis Nexis Martindale-Hubbell
  • MetLife (Metropolitan Life Insurance Company)
  • Nationwide Insurance
  • Phillip Morris
  • PricewaterhouseCoopers Transaction Services
  • SEIU
  • The Deal
Third-Party Affiliations
  • CFA Institute Member Societies Professional Development Partners:
    • New York Society of Security Analysts
    • Hong Kong Society of Financial Analysts
    • Boston Security Analysts Society
    • CFA Society of Chicago
    • CFA Society of San Francisco
    • CFA Society of Toronto
    • CFA China (Shanghai and Beijing)
    • CFA Singapore
    • Stamford CFA Society
  • New York Institute of Finance
  • Former Adjunct Professor at NYU Stern, Baruch College, and Hunter College (Hamilton Lin)

Corporate Attendees

In addition to our clients, below is a partial list of companies from which employees have attended our courses:

  • A.M. Best Company
  • ABN AMRO Bank
  • ACE Group
  • Aegis Insurance Services
  • AIG Global Investment Group
  • Alliance Bernstein
  • Alliance Capital
  • Alternative Investment Management
  • AMBAC Financial Group, Inc.
  • American Appraisal Associates
  • American Express Financial Advisors
  • Arnhold & S. Bleichroeder, Inc.
  • Barclays Capital
  • Baring Asset Management
  • Bear Stearns (formerly)
  • Blackstone Group
  • BNP Paribas
  • Brown Brothers Harriman
  • Calyon Financial
  • Cantor Fitzgerald
  • Capital Bridge
  • Caxton Associates
  • Cendant Corporation
  • Chubb & Son Insurance Group
  • Deloitte & Touche LLP
  • Dresdner Kleinwort Wasserstein
  • Duff & Phelps, LLC
  • DZ Bank AG
  • Eaton Vance Management
  • Emigrant Savings Bank
  • EnTrust Capital
  • Ernst & Young
  • Evergreen Investments
  • F.L. Putnam Investment Mgt., Co.
  • Federal Reserve Bank of NY
  • Fiduciary Trust Co., Int'l.
  • First Albany Capital
  • FMV Opinions, Inc.
  • General Atlantic Partners
  • Gerson Lehrman Group
  • Goldman, Sachs & Co.
  • HSBC Asset Management Inc.
  • Innovest Strategic Value Advisors
  • Instinet Group
  • INVESCO
  • KPMG LLP
  • Legg Mason
  • Merrill Lynch & Co.
  • Moody's Investors Service
  • Morgan Stanley
  • MSD Capital LP
  • Neuberger Berman, LLC
  • New York Life Insurance Company
  • Oppenheimer & Co., Inc.
  • Perry Capital
  • Pershing LLC
  • PricewaterhouseCoopers
  • Prudential Investments
  • Putnam Investments
  • Societe Generale
  • Standard & Poor's
  • State Street Global Advisors
  • Thomson Financial
  • UBS