3:00 pm to 5:00 pm

Bentley University

McCallum School of Business

Room:   LaCava 305 B

Dan Thibeault, President and CEO

GL Advisor

The past generation’s Great Moderation resulted in financial market expansion and widespread prosperity for US graduate students.  Graduate students and MBAs today are faced with the consequences of the Great Contraction and completely different reality. Contrary to the doom and gloom commentary endemic in today’s media, this talk will focus on the opportunities borne out of the post-crisis climate.

GL advises thousands of clients on financial allocation management recently landing it on Inc. Magazine’s list for “Fastest Growing Private Companies.” GL has been interviewed by CNN and his commentary written up by the Wall Street Journal, Bloomberg, US News and the New York Times.

Salient topics to be covered include:

• Permanent Changes in Labor and Financial Markets Due to the Recent Crisis
• Implications for Graduate Student and MBA Career Decisions
• Financial Services Market Institutional and Market Dynamics
• How Graduate Students Can Take Advantage Today With Their Student Loans

Dan Thibeault will host both a discussion and Q&A.

www.gladvisor.com

An Intense 2-Day Seminar in Advanced Financial Modeling

Saturday, October 29th: 9AM – 5PM

Sunday, October 30th: 12PM – 6PM  

SIGN UP NOW: www.wallst-training.com/bentley

Learn fundamental concepts and nuances

• Core financial modeling and analysis
• Valuation modeling techniques
• Ace your technical interview questions
• Improve in Excel – no mouse

BE COMPETITIVE

Regardless of the environment, Wall Street still hires and pays well. Financial services firms are worth only as much as its people, and now, more than ever, competition is extremely fierce. The ratio of applicants to open positions have ballooned 5x and the question is: “ARE YOU COMPETITIVE?” Even if you get in the door, bonuses range from 0% + pink slip to 400%. The WST Bootcamp teaches you the knowledge to succeed.

WST BOOTCAMP

We give you the edge to far exceed your competition – get into the door, keep the job, and advance rigorously. Our comprehensive, 14-hour live class gives you the most hands-on, non-theoretical training available to become a superb investment banker and excel in the financial profession.

“Like” our company Facebook page for financial news, interview tricks, time-saving excel shortcuts, modeling tips, and other updates!

Thinking of taking the CFA? Come to the GFA’s informational meeting to hear important details of how and when to enroll, ways to prepare, and what to expect on the test day. Professor David Simon, a former instructor for the CFA study program (Derivatives and Fixed Income), and Professor David Pope, CFA, a former Associate Partner and Vice President at Wellington Management Company LLC, as well as students currently enrolled in the CFA Level 2 and 3 exams will share their thoughts and experiences. Please e-mail GFA at ga_gfa@bentley.edu with any questions.  We hope to see you there!

Date and Times:  Saturday, April 2^nd – Sunday, April 3^rd, 9am-5pm (lunch break included)

Location:  Bentley University, ACE Lab, JENNISON 305

Wall St. Training (www.wallst-training.com) is an industry leader in providing training programs on corporate valuation and modeling.  They have hosted training seminars for numerous financial firms including JP Morgan, Bank of America, Merrill Lynch, Credit Suisse and Lazard, as well as universities.

Here are some of the many benefits of participating:

-Learn the essentials of modeling and valuation techniques by Excel in a real business setting.

·         M&A Deal Structuring: asset vs. stock deals, cash vs. stock consideration

·         Merger Modeling: Accretion Dilution and merger consequences, the “PE ratio” game

·         Capital Structure changes: opportunity costs of share repurchases & recapitalizations

·         LBO Modeling: leverage to maximize returns

-Networking with instructors, all of whom are VP level or higher in investment banks and private equity firms on Wall St.

-Interview preparation and a review of the most up-to-date interview questions (and suggested answers) is included as part of the training session.  Our comprehensive, 14-hour live class gives you the most hands-on, non-theoretical training available to become a superb investment banker and excel in the financial profession.

Through the combination of generous student pricing from Wall St. Training and support from the GFA and GSA, the price for this weekend training session will be $99 per person for our Bentley graduate students.  This seminar is usually offered at a rate of $1500 per day for professionals, so we strongly encourage you to take advantage of this opportunity while you’re still a student.

You can register for the event at www.wallst-training.com/bentley.  Cost:  $99 per graduate student, $150 per non-graduate student.  Be sure to use the discount code bentley_grad in order to receive the educational discount.  Please note that the drop down option still has the full student price of $150, but you will only be charged $99 after you enter the code.

Please feel free to email us with any questions.  We look forward to seeing you there!

An Interactive Conversation with Mr. Luke Chilone and Ms. Xia Chafel

Wednesday, February 9^th, 2011

4pm-5:30pm, LaCava 340

·         Interested in the banking industry?

·         Curious to find most valued skills in a working environment?

·         Want to know more about technology impacts in finance?

Please join us in an interactive conversation with Mr. Luke Chilone and Ms. Xia Chafel.

Mr. Chilone is the Executive Director of Technology at Morgan Stanley in New York.  Learn some hidden facts about the financial industry, important skills for interviews and managing yourself in the workplace, and ways in which innovations in IT operations are being implemented at leading financial institutions around the world.

Ms. Xia Chafel is the lead analyst in the Investment Planning division of National Grid.  Learn more about the importance of risk management, capital budgeting and other aspects of investment planning.

Don’t miss the chance to speak with company executives (and former Bentley students!).  If you have any specific questions/topics you would like to discuss with either speaker, please submit them to LE1_BRYA@bentley.edu by Feb 1^st, as Mr. Chilone and Ms. Chafel would like to integrate those topics into their presentations.

Refreshments will be provided.

Check us out on Facebook (GFA Bentley) and join the group to hear about more upcoming events.

PROGRAM AGENDA:

• Saturday, June 12 (9am-5pm): Financial Modeling in Excel
• Sunday, June 13 (9am-5pm): Introduction to Valuation / Discounted Cash Flow (DCF) Modeling

WHO SHOULD ATTEND?

This seminar is for all students pursuing careers in: investment banking, corporate finance, private equity, portfolio management, business development, capital markets, and equity & credit research

WHY SHOULD YOU ATTEND THIS SEMINAR?

• Supplement academic theory with real-life applications
• Simulate what finance professionals actually do on a daily basis
• Obtain practical financial skill set needed to excel on the job in finance

HOW TO REGISTER:

Online at http://www.wallstreetprep.com/training_bentley.html

COST PER STUDENT:

·         $99, which represents an 80% educational discount relative to WSP’s corporate training fees

WHAT’S INCLUDED?

• Two days of live training
• Extensive materials – comprehensive manuals and robust and reusable Excel model templates
• 3-month access to Crash Course in Excel online module
• 3-month post-seminar online access to Financial and DCF Modeling modules covered during the seminar
• 3-month e-mail access to Support Team, comprised of former finance professionals, whom students can contact with follow-up questions

ABOUT WALL STREET PREP

Wall Street Prep is a global full-service financial training firm, providing instructor-led training and e-learning services to investment banks, financial institutions, and Fortune 1000 companies, and has conducted seminars at some of the most prestigious academic institutions and corporations in the world, including Kellogg School of Management, Cornell University, NYU, Harvard University, University of Michigan, Credit Suisse First Boston, SK Telecom, and Thomson.

QUESTIONS OR COMMENTS?

Please feel free to contact Arkady Libman at alibman at wallstreetprep.com

GFA is going to have an Excel Full length session on March 19, 2010.

This is an open event and an excellent opportunity for anyone looking to either brush up on or learn Excel. The skill level will be basic to intermediate followed by intermediate to advance. And just so we don’t work you too hard, we’ll even throw in some refreshments.

Its a two session workshop and Part II of the session will be held following Part I.

Date: March 19th, 2010

Part I (Basic to Intermediate)- 10:00 AM

Part II (Intermediate to Advance) – 12:30 PM

Location: CMT Classroom, Morison Hall

Email: ga_gfa@bentley.edu

Mr. Pandit will be sharing his insight on Valuation and Portfolio Management Practices while walking us through some of his most valuable experiences.

Please RSVP to GA_GFA@bentley.edu. Seats limited

Light snacks will also be served.

Explore the emerging landscape of jobs, entrepreneurship, wealth creation, and thought leadership opportunities.

The Boston Pledge in partnership with Bentley Graduate Finance Assocn & Net Impact invites you to join thought leaders, emerging green economy business leaders.

The Wilder Pavilion, Admian Graduate Center,Bentley University.

From 2:00 PM to 5:00 PM

On Saturday October 17th 2009

Adult $50/person, Each additional person $25/person, Students $15

Email to register : ga_gfa@bentley.edu

The GFA is going to have an Excel Full length session class on October 6th and 12th. This is an open event and an excellent opportunity for anyone looking to either brush up on or learn Excel. The skill level will be intermediate to advance. And just so we don’t work you too hard, we’ll even throw in some refreshments.

Its a two day workshop and Part II of the session will be held at the same time and venue on 12th Sept 2009.

Date: October 6th and October 12th 2009

Time: 5:45-7:15 p.m.

Location: Trading Room [Smith Technology Center]

Phone: 347 – 209 – 0478 / 781 – 301 – 1394

Email: ga_gfa@bentley.edu