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| HAMILTON LIN, CFA, PRESIDENT & FOUNDER, WALL ST. 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. Mr. Lin custom-builds and develops all of the financial and merger models that he uses which have become corporate and departmental standards. Mr. Lin has closed over two dozen transactions and has diverse industry experience ranging from oil & gas to insurance to asset management and related sectors.
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Employment Experience
- Wall St. Training, corporate training firm dedicated to teaching fundamental financial concepts
- Freeman & Co, boutique investment bank focused on asset management and broker dealers
- Hales & Co, boutique investment bank focused on insurance and insurance brokerage
- Banc of America Securities, Mergers & Acquisitions group
- Ryan Labs, specialized bond asset management firm
- Goldman Sachs, Investment Banking Research
- PricewaterhouseCoopers, Management Consulting
Credentials
- CFA (Chartered Financial Analyst) charterholder
- Professional continuing education instructor at:
NYSSA (New York Society of Security Analysts)
HKSFA (Hong Kong Society of Financial Analysts)
SSFA (CFA Singapore)
BSAS (Boston Security Analysts Society)
CFASF (CFA Society of San Francisco)
CFAC (CFA Society of Chicago)
SCFAS (Stamford CFA Society)
- GLG (Gerson Lehrman Group)
Council Member
- CFA instructor for Stalla, one of the largest international CFA test-prep providers
- Expert panel for aranca, a full-service offshore research services company
- Published in "Who's Who in America"
- Co-Founder of The Interview Club, a non-profit organization dedicated to "helping people succeed in the job search". Please go to www.theinterviewclub.com
to learn more.
Education/Academia
- Adjunct Professor at Baruch College in Corporate Finance and Valuation
- Adjunct Professor at NYU Stern School of Business
- Adjunct Professor at Hunter College in valuation and financial modeling
- NYU Stern Bachelor of Science in Finance and International Business
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| DAVID KOVACS, PRINCIPAL |
David Kovacs has a broad background in investment banking, private equity, and venture capital with extensive experience in both mature and emerging markets, focusing in a myriad of industries such as energy, media and entertainment, real estate, transportation, technology, telecom, and financial services. Mr. Kovacs has analyzed hundreds of deals, executing many as a sell-side (M&A), buy-side (Private Equity and Venture Capital), and capital raising engagements.
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Employment Experience
- Indian Family-backed Private Equity Firm, one of the largest diversified groups in the world with over $50 billion under management
- Strategic Investment Firm, Venture Capital firm focusing on real estate, entertainment, energy, and healthcare
- Global Investment Firm, Private Equity Division
- Leading Bulge Bracket Investment Bank, Investment Banking Division
Education
- Completed four-year college degree at the age of eighteen
- College of Staten Island (CUNY), Bachelor in Economics and Finance, and a minor in Political Science
- Columbia University, Postbaccalaureate Premedical Program
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| FREDERICK D.S. CHOI, DEAN EMERITUS, NYU STERN |
Frederick D.S. Choi is Dean Emeritus and Distinguished Service Professor of Business at New York University Stern School of Business. He served as Vice Dean and Dean of the Undergraduate College at Stern from 1995-2004. He is currently the Chair of the Accounting Department.
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Professor Choi has been with NYU Stern for more than 25 years. He has authored numerous books including International Accounting (Prentice-Hall), International Finance and Accounting Handbook (John Wiley), International Capital Markets in a World of Accounting Differences (Irwin) and Globalization of Financial Accounting and Reporting (FEI). He has published in many journals including Journal of Accounting Research, Accounting and Business Research, Financial Analysts Journal, Journal of Accountancy, and the Journal of International Financial Management and Accounting.
Achievements
- Lectured at such institutions as INSEAD (France), the Cranfield School of Management (England), University of Washington, Japan America Institute of Management Science, University of Bocconi (Italy) and the Stockholm School of Economics (Sweden)
- Member of the First American Visiting Team to establish the National Center for Industrial Science and Technology Management Development in the Peoples Republic of China
- Fellow of the Academy of International Business
- Recipient of the Citibank Excellence in Teaching Award
- Recipient of the American Accounting Association's Outstanding International Accounting Educator Award
- First academician appointed to the Board of Trustees of the Financial Executives International Research Foundation
Academic Background
- PhD, Accounting, Washington
- MBA, Finance, Hawaii
- BBA, Finance, Hawaii
Affiliations
- American Accounting Association
- Academy of International Business
- Financial Executives Institute
- Phi Kappa Phi, Beta Gamma Sigma and Beta Alpha Psi
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| RYAN LEVITT, INSTRUCTOR |
Ryan Levitt is an experienced private equity investor, having spent the last 7 years in a variety of M&A and buy-side roles, in a range of industries and sectors. Mr. Levitt has deep experience in valuation and modeling methodologies, having analyzed over $200B in deal flow, with a particular emphasis on small to mega-cap leveraged buy-outs and minority equity investments. His responsibilities include deal origination, company and market analysis, financial models and valuation, term/structure negotiations, closing/funding and post-closing portfolio management. Mr. Levitt is also GE Greenbelt Six Sigma certified and formerly taught Excel modeling internally at GE Capital.
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Employment Experience
- Private Equity Secondary Firm, a buyer of diversified private equity assets on the secondary market, including both fund of funds and direct equity positions, managing over $6B in capital
- GE Equity, Investment Professional with the private equity arm of the General Electric Company, with over $7B of balance sheet investments, focused on financial services, healthcare, and energy investments
- GE Capital, a graduate of the GE Financial Management Program. Financial Analyst in GE Corporate Lending, GE Capital Corporate FP&A, GE Capital Aviation Services, and M&A Associate at GE Transportation Finance
Education
- Boston College, Bachelor of Science, Summa cum-laude
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| JUSTIN LUMIERE, INSTRUCTOR |
Justin Lumiere has a broad background in equity research, and business development. He has worked both on the buyside and sellside. He has extensive experience in Special Situations/Event Driven strategies including Merger Arbitrage, Corporate Spinoffs, Leveraged Buyouts, and Recapitalizations.
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Employment Experience
- Summit Securities Group, Head of Special Situations/Risk Arbitrage Department
- ICAP North America, Head of U.S. Special Situations/Risk Arbitrage Group
- Oscar Gruss & Son, Special Situations/Risk Arbitrage Analyst
- Industrial Bank of Japan, Buyside Analyst/Trader
Credentials
- MBA, Accounting, Finance & Analytic Finance, University of Chicago
- Emory University, Bachelor of Arts
- FINRA Series 4, 7, 24, 55, 63, 86, 87
- Completion of Levels 1 & 2 of the CFA designation
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| UDAIY OGIRALA, INSTRUCTOR |
Udaiy Ogirala has experience trading and analyzing commodities at both buy-side and sell-side institutions on Wall St. His responsibilities have included both trading precious and base metals trading derivatives at top-tier commodity trading firms. Mr. Ogirala helped manage one of the largest platinum and palladium option books in the world which generated millions of dollars in revenue. He also has commodity structuring experience, assisting some of the world's largest producers and consumers of commodities by developing customized hedging strategies. In addition, he has a broad knowledge of commodity fundamental and technical analysis.
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Employment Experience
- $200mm Hedge Fund, responsible for commodity trading and analysis.
- International Investment Bank, Trader, Precious Metal Derivatives
- Leading Commodity Trading House, Trader, Base Metals
- Leading Bulge Bracket Investment Bank, Analyst
Education
- University of Rochester, Bachelor of Arts in English
- FINRA Series 3, 4, 7, 55 and 63 licenses
- Completion of Level 1 of the CFA designation
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| JOY ZHANG, HEAD OF JAPAN |
Joy Zhang, CFA has a broad background in investment banking, equity research, consulting to financial service institutions, and risk management in both trading instruments and portfolios. Her responsibilities have included analyzing deal structures, evaluating share prices for companies under coverage, redesigning business processes for financial firms, and optimizing risk exposures for various financial instruments as well as bank's loan portfolio. Ms. Zhang has leveraged her trilingual skill in English, Chinese and Japanese to work internationally and interacting with clients worldwide.
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Employment Experience
- CLSA, securities brokerage firm focused on Japanese equity research
- Royal Bank of Scotland, Front office credit risk
- Mitsubishi-UFJ, Credit risk management
- Freeman & Co, boutique investment bank focused on asset management and broker dealers
- Accenture, technology consultant for financial services
Credentials
- CFA (Chartered Financial Analyst) charterholder
- CFA Society of Japan study group organizer and chair
- Japan Securities Dealers' Association registered, series 1 and 2 (including derivatives)
- Published in "Who's Who in America"
Education/Academia
- Colorado School of Mines Bachelor of Science in Chemical Engineering
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| Wall St. Training – India
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| TAPAN JINDAL, LEAD FACULTY |
Tapan Jindal, a 1st generation entrepreneur having co-founded ARC Financial Services and ARC Academia, brings with him rich experience in Corporate Valuation, Equity Research, Investor Relations Management Services and Fund Raising Activities. A regular invite 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 CA intermediary level.
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Employment Experience
- ARC Academia - WST India, corporate training firm 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
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| MANOJ GOEL, LEAD FACULTY |
Manoj, Co-Founder and Director in ARC Financial Services and ARC Academia, brings with him diversified and comprehensive experience 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 visiting faculty of Institute of Chartered Accountants of India and many Ivy league B-Schools, Manoj has trained and groomed over 1,000 finance professionals.
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Employment Experience
- ARC Academia - WST India, corporate training firm 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
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| HIMANSHU JAIN, LEAD FACULTY |
Himanshu Jain, Co-Founder and Director in ARC Financial Services and ARC Academia, brings with him exquisite experience in Strategic & Financial Research, Consulting, Insurance & Corporate Finance. He has been part of multiple engagements involving industry 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 in top MBA colleges and professional bodies like Institute of Chartered Accountants of India, he has trained and groomed over 300 delegates.
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Employment Experience
- ARC Academia - WST India, corporate training firm dedicated to teaching fundamental financial concepts
- ARC Financial Services, boutique Investment Bank focused on providing investor relation services and fund raising activities for corporates
- McKinsey & Co, a Top Consulting Firm
- ICICI Prudential Life Insurance, as Management Trainer
Credentials
- Visiting faculty at ICAI, India, for Corporate Finance and Investment Banking programs
- 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
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Favorite Buzzword: "Explore strategic alternatives to leverage our fully-integrated platform to enhance and provide synergies and value added to our shareholders"
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