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8/8/2019 6 Weeks Investment Banking Training (11 October 2010)
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6 Weeks
Investment Banking Training
8/8/2019 6 Weeks Investment Banking Training (11 October 2010)
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+91 11 4562 2127 +91 99 5372 9651 [email protected] www.arc-academia.com
Your Journey toWall Street (Investment Banking)
Begins with
8/8/2019 6 Weeks Investment Banking Training (11 October 2010)
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+91 11 4562 2127 +91 99 5372 9651 [email protected] www.arc-academia.com
We Bridge the gap
between -Academic theory & concepts
and
Real world, on-the-job
training
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+91 11 4562 2127 +91 99 5372 9651 [email protected] www.arc-academia.com
What we Offer
Corporate on-site financial trainingprograms for new & lateral hires & currentprofessionals
Based on a non-academic, practical, thisis how it's done in the real worldapproach
Investment banking, M&A, equityresearch, asset managers, credit analysis
& banks
Customized Training in Colleges andUniversities for financestudents*
Practical approach to concepts likeWACC, DCF, Valuation etc
Open Workshops (2 days, 5 days, 10days, and 6 weeks) for professionals inindustry looking to fine tune their skillsor making a career in Investment
Banking
Regular invite by top colleges forseminars on Investment Banking,Valuation, Financial Research, Equitymarkets etc
Guest Speakers in professional bodieslike Institute of Chartered Accountantsof India for topics on InvestmentBanking, Corporate Valuation
Corporate Training Class Room Training Seminars/Workshops
Core topics of fundamental analysis
Financial statement analysis, corporate finance, financial & valuation modeling
Mergers & acquisitions, leveraged buyouts & distressed analysis
Practical, real-world, non-academic, non-theoretical, hands-on instruction
8/8/2019 6 Weeks Investment Banking Training (11 October 2010)
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+91 11 4562 2127 +91 99 5372 9651 [email protected] www.arc-academia.com
6 Week Training Programme
The 6 weeks Investment Banking Training is designed to provide delegates with a comprehensive understanding of investment banking
techniques, equity research, and capital markets. Designed by Investment bankers and industry experts, this programme plugs the gap between
theoretical concepts learned during academic degrees/diplomas and on-the-job application of those concepts.
8/8/2019 6 Weeks Investment Banking Training (11 October 2010)
6/19
+91 11 4562 2127 +91 99 5372 9651 [email protected] www.arc-academia.com
Programme Contents
Excel, Power Point Training Week 1
Company Research / Company ProfileWeek 1 and 2
Sector / Industry Research
Basic Accounting andFinancial Concepts Week 2
Relative Valuation Week 3
Financial Modeling & DCF Week 4 and 5
Pitch Book Week 6
Training modules replicate exactly how it is done by
analysts across the Globe
Excel training is not a one-time event but an ongoing
process throughout the programme
Build and create your own financial models
Top-down approach for financial statements and analysis
Fee: USD 1250 / INR 55,000 (Inclusive of taxes)
Dates: 11th October 2010
Days: Monday to Friday
Time: 10 a.m. to 5 p.m.
Venue: Corporate office of ARC-WST, 311, Ansal
Majestic Tower, G-Block, Vikaspuri, New Delhi-
110018
8/8/2019 6 Weeks Investment Banking Training (11 October 2010)
7/19+91 11 4562 2127 +91 99 5372 9651 [email protected] www.arc-academia.com
Programme Contents
8/8/2019 6 Weeks Investment Banking Training (11 October 2010)
8/19+91 11 4562 2127 +91 99 5372 9651 [email protected] www.arc-academia.com
Basic Financial Concepts Financial Statements and Ratio AnalysisFormat: 100% Excel
This is not an Accounting class, but rather, is a customized refresher to the basics of financial statements income statement, balancesheet and cash flow statements. This is equally fit for people coming from non-commerce backgrounds. It starts with different types ofcompany filings and ends up with learning the relevant sections to be used for analysing a company. This session is must before one canmove to valuation methodologies.
What Delegates learn
What are the different types of company filings in different countries (Annual or half yearly or quarterly) and how to analyse them
What all sources to be used for analysing a company (investors presentations, earnings transcripts etc)
Key Items of financial statements like Revenues, Operating Profits (EBIT), EBITDA, Net Profits, Cash & Cash Equivalents, Total Debtetc
What are the operating metrics for a particular company like ARPU and No. of subscribers for a telecom company
Overview and explanation of major financial ratios including Return on Equity, Debt to Equity, Price to Earnings, Earnings Per Share
Can Debt to Equity ratio be calculated on market values and not book value
Why Trailing Twelve Months play an important role in analyzing a company
Excel Training (Basic and Advanced like V-lookup, array functions, pivot tables)
Basic Financial Concepts
8/8/2019 6 Weeks Investment Banking Training (11 October 2010)
9/19+91 11 4562 2127 +91 99 5372 9651 [email protected] www.arc-academia.com
Relative Valuation Analysis of Selected Publicly Trading CompaniesFormat: 100% Excel
Company Comparable Analysis / Trading Comps analysis is one of the most critical functions of any financial analyst. This method utilizesbenchmark multiples based on publicly traded companies. It is important to note that trading multiples do not reflect control premiums or potential
synergies from a buyer. Mastering thisjob is crucial to success in capital markets, whether you are in investment banking, equity research, orasset management. This excel-based hands-on teaches you to analyze and compare publicly traded companies from a relative valuation
perspective, focusing on current market valuation and trading multiples.
What Delegates learn
How to choose right set of peers; comparing apples to apples
Normalizing financials for extraordinary items, non-recurring and restructuring charges
What is Enterprise Value (EV) and how it is different from Equity Value
Can EV be negative; if yes then how do I value a company
Treasury Method of calculating diluted shares outstanding (dilution impact of ESOPs, Convertible bonds / debentures etc)
Analyzing multiples (Trading and market based) (e.g. why EV/EBITDA is preferred over P/E)
Trading Comps
8/8/2019 6 Weeks Investment Banking Training (11 October 2010)
10/19+91 11 4562 2127 +91 99 5372 9651 [email protected] www.arc-academia.com
Financial Modeling & DCF ValuationFormat: 100% Excel
Excel based Financial Modeling starts with creation of a top-down income statement projection model. Then, construct a basic discounted cashflow analysis on top of your projection model. This Excel-based class provides a non-academic, real-world, hands-on primer to the quantitative
and technical aspects of financial modeling. The DCF approach is among the most scientific and theoretically precise valuation methodologiesbecause it relates specifically to the profitability and growth of the business being valued.
What Delegates learn
Preparation of a top down income statement based on historical numbers with data flowing to cash flow statement and balance sheetautomatically
How to project financials for next 5 years of a company
How to calculate Free cash flows to firm
How to calculate Weighted average cost of capital (WACC) and CAPM (Capital Asset Pricing Model)
Calculation of Terminal Value
How to calculate Present value of forecasted numbers in excel
How to drive Intrinsic value per share; intrinsic value is not the target price per share
Sensitivity Analysis and why it is important
Financial Modeling and DCF Valuation
8/8/2019 6 Weeks Investment Banking Training (11 October 2010)
11/19+91 11 4562 2127 +91 99 5372 9651 [email protected] www.arc-academia.com
Company ResearchFormat: 100% PowerPoint
Most of the delegates aspire to work in research houses, investment banks, PE firms, consulting firms, as an analyst etc. Whether anyprofessional works in a research houses, investment banks, PE firms, consulting firm, they ought to be comfortable with preparation of acompany profile which could be as small as one pager or as detailed as a 20-25 pager. This is a work which corporate expect delegates tobe comfortable right from the time they are onboard. So its paramount that delegates learn making it. Session starts with discussing aboutcontentsof a company profile and ends with a real time case study of preparation of a company profile in a template.
What Delegates learn
What are the key sections in a company profile
Where all to find information for those sections in company profile
Common templates which are used in preparation of a company profile and otherwise
How to analyze the competition and conduct competitive benchmarking
What is an operating matrix and what information should be captured in it
How to do the SWOT for a company
Getting comfortable with preparing graphs and tables in a PowerPoint , how to rebase the data and how to analyze them
What are companys strategy and how to incorporate that in a profile
A real time practical assignment is given to the delegates for them to prepare a company profile within the deadline specified
Company Research
8/8/2019 6 Weeks Investment Banking Training (11 October 2010)
12/19+91 11 4562 2127 +91 99 5372 9651 [email protected] www.arc-academia.com
Sector AnalysisFormat: 100% PowerPoint
The next level to company profiles is sector analysis. Once, delegates have grasped the intricacies of a company, one has to go moregranular understanding about an industry in which a company operates. This is essential to do a holistic analysis because it is critical forany research to see how the industry behaves and what all factors influence it. Based on their domain knowledge, delegates aspire tobecome knowledge experts in a particular sector in their career(s). Session starts with discussing about contents of a sector analysis andends with a real time case study of preparation of a sector in an independent template.
What Delegates learn
What are the different parameters for a sector analysis
Where all to find information about different parameters
How to analyze a particular sector
What all is covered in an operating matrix and how to do operational benchmarking
Discussing 3 sectors with inputs from delegates
Discussing a complete report on a particular sector
A real time practical assignment is given to the delegates to prepare a sector report within the deadline specified
Sector / Industry Research
8/8/2019 6 Weeks Investment Banking Training (11 October 2010)
13/19+91 11 4562 2127 +91 99 5372 9651 [email protected] www.arc-academia.com
Pitch Book
Pitch BookFormat: 100% PowerPoint
The delegates have learnt all about sectors, industry, financial modeling so far. What is the next step? Ultimately, it all boils down to makingsales. So, delegates have to learn how to pitch to prospective clients and how the knowledge gained so far is ultimately applied. Sessionstarts with discussing about pitch book contents and ends with a real time case study of preparation of a pitch book in an independenttemplate.
What Delegates learn
How to prepare a pitch book and what all is covered in the same
What all discussions take place during a pitch and how these are addressed
A real time practical assignment is given to the delegates for them to prepare a pitch book
Types of pitch book
Buy Side
Sell Side
IPO
8/8/2019 6 Weeks Investment Banking Training (11 October 2010)
14/19+91 11 4562 2127 +91 99 5372 9651 [email protected] www.arc-academia.com
Take A Step
First Step The Next Step
Universities & Colleges ARC WST India
Theory or practical Theoretical Practical
Objective Impart knowledge Competency based professional development
Focus What and Why How do I apply this
FacultyProfessors who researchthe real world
Investment bankers, finance managers andprofessionals from real world of finance
Class roomDuration 1-4 years +200 hrs on jobtraining
Content Leading knowledge Insight and best practice around the world
Gains Academic degree
Practical application of theoreticalconcepts
Skills and capabilities Career enhancement
Competitiveness in global marketplace
Steps Towards Career Path
8/8/2019 6 Weeks Investment Banking Training (11 October 2010)
15/19+91 11 4562 2127 +91 99 5372 9651 [email protected] www.arc-academia.com
Faculty
8/8/2019 6 Weeks Investment Banking Training (11 October 2010)
16/19+91 11 4562 2127 +91 99 5372 9651 [email protected] www.arc-academia.com
Tapan Jindal
Employment Experience
ARC Academia WST India, corporate training f irm dedicated to teaching fundamental financial concepts
ARC Financial Services, boutique investment bank focused on mid cap and small cap companies
Fidelity Investments, Largest AMC in the world
iGATE Global Solutions, managed a hedge fund and an investment banking client
Credentials
Visiting faculty at ICAI, India, for Corporate Valuation and Investment Banking programmes
Youngest author in the history of ICAI, for his book on Auditing for CA intermediary level
Founded BS-BS Foundation, a non profit organization to educate people of their social responsibilities and change traditional mindset
Avid Writer - write-ups captured in leading international periodicals including CIMA and ICAI
Education/Academia
Chartered Accountant from The Institute of Chartered Accountants of India
Bachelors in Commerce from Panjab University
Tapan Jindal, a 1st generation entrepreneur having co-founded ARC Financial Services and ARC Academia, brings with him richexperience in Corporate Valuation, Equity Research, Investor Relations Management Services and Fund Raising Activities. A regularinvite as a guest speaker by the Institute of Chartered Accountants of India and many Ivy league B-Schools, Tapan has trained and
groomed thousands of finance professionals. He is also the youngest author in the history of ICAI, for his book on Auditing for CAintermediary level.
8/8/2019 6 Weeks Investment Banking Training (11 October 2010)
17/19+91 11 4562 2127 +91 99 5372 9651 [email protected] www.arc-academia.com
Manoj Goel
Employment Experience
ARC Academia WST India, corporate training f irm dedicated to teaching fundamental financial concepts
ARC Financial Services, boutique investment bank focused on mid cap and small cap companies
Goldman Sachs, largest investment bank
Times Private Equity, a private equity arm of Times Group
Credentials
Visiting faculty at ICAI, India, for Corporate Valuation and Investment Banking programmes
Education/Academia
Chartered Accountant from The Institute of Chartered Accountants of India
Bachelors in Commerce from Delhi University
Manoj Goel, Co-Founder and Director in ARC Financial Services and ARC Academia, brings with him diversified and comprehensiveexperience in Corporate Finance, Capital Markets and Investment Banking. His rich experience includes Valuation of Companies,Corporate Restructuring including demergers, Cross Border Acquisitions, Equity Syndication and Leveraged Buyouts. A visitingfaculty of Institute of Chartered Accountants of India and many Ivy league B-Schools, Manoj has trained and groomed over 1,000
finance professionals.
8/8/2019 6 Weeks Investment Banking Training (11 October 2010)
18/19+91 11 4562 2127 +91 99 5372 9651 [email protected] www.arc-academia.com
Himanshu Jain
Employment Experience
ARC Academia WST India, corporate training f irm dedicated to teaching fundamental financial concepts
ARC Financial Services, boutique investment bank focused on mid cap and small cap companies
McKinsey & Co, a Top Consulting Firm
ICICI Prudential Life Insurance, as Management Trainer
Credentials
Visiting faculty at ICAI, India, for Corporate Valuation and Investment Banking programmes
Has authored articles in financial newspapers and business magazines
Part of the research team for Business Book Granularity of Growth by McKinsey & Co, a top business best seller
Education/Academia
Chartered Accountant from The Institute of Chartered Accountants of India
Bachelors in Commerce from Panjab University
Himanshu Jain, Co-Founder and Director in ARC Financial Services and ARC Academia, brings with him exquisite experience inStrategic & Financial Research, Consulting, Insurance & Corporate Finance. He has been part of multiple engagements involvingindustry landscape study, sector analysis, revenue growth decompositions, portfolio shift of segments, corporate restructuring,mergers, acquisition, private equity funding etc. In ARC, he heads the business development team. A visiting and Guest faculty intop MBA colleges and professional bodies like Institute of Chartered Accountants of India, he has trained and groomed over 300delegates.
8/8/2019 6 Weeks Investment Banking Training (11 October 2010)
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Reach UsARC AcademiaWST India
www.arc-academia.com
www.wallst-training.com/india
Office: + 91 11 4562 2127
+ 91 11 4562 2128
Mobile: + 91 99 5372 9651
Email: [email protected]
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