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  WALL ST. TRAINING TEAM

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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.


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) GLG Leader 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

DAVID KOVACS, PRINCIPAL
David Kovacs specializes in investment banking, private equity, and venture capital with extensive experience in both mature and emerging markets. Mr. Kovacs focuses on a variety of industries such as energy, media and entertainment, real estate, transportation, technology, telecom, and financial services. He has analyzed hundreds of deals, executing both sell-side (M&A) and buy-side (Private Equity and Venture Capital) engagements.


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
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.

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
ANNA BRESCIA, INSTRUCTOR
Anna Brescia specializes in investment banking, with extensive experience in leveraged finance and credit agreements. Ms. Brescia has advised companies in the industrial, consumer, real estate, alternative energy, maritime, transportation, natural resources, telecom industries with respect to leveraged finance, mergers and acquisitions, capital raising and strategic partnerships opportunities. Her responsibilities included deal origination, evaluation, structuring, financial modeling, legal documents negotiation, and portfolio management for small and large cap companies. In addition, Ms Brescia evaluated investment opportunities in Western Europe and Asia.

Achievements

  • Dahlman Rose LLC, boutique investment bank focused on shipping, transportation, natural resources, and energy
  • ThomasLloyd Capital LLC, boutique investment bank focused on alternative energy
  • GE Capital, Leveraged Finance / Financial Sponsor Coverage
  • Lehman Brothers, Leveraged Finance / Financial Sponsor Coverage
  • Kaufman Brothers, boutique investment bank focused on technology, media, telecom, green technology and healthcare
Academic Background
  • MBA, Finance and Accounting, University of Chicago Booth Graduate School of Business
  • BBA, Finance, Baruch College
  • BBA, Management, University of Economics and Finance, St. Petersburg, Russia
ENZO DICOSTANZO, INSTRUCTOR
Enzo DiCostanzo has a broad background in financial securities, research, and education. Mr. DiCostanzo is currently the strategist for the Rutgers Business Reports Group which is an internal student staffed securities research group at Rutgers Business School. The group currently is generating research reports with a focus on New Jersey headquartered companies in the financial services and health care sectors.

Experience

  • Adjunct Professor, Financial Securities, Rutgers Business School, Economics & Finance Strategist
  • Co-Coach of Rutgers Business School Team for Investment Research Challenge
  • Formerly Securities Analyst, Value Line
  • Rutgers University, Assistant Research Scientist Physics & Chemistry
  • Adjunct Professor Mathematics, Computer Science, Physics, Quantitative Finance
  • Taught 60 (40 distinct courses) university level courses in ten years
  • Generated state of the art research reports on the Economics of Nanotechnology
Academic Background
  • Master of Business Administration, Finance & Accounting, Fordham University
  • Master of Science, Industrial Engineering / Operations Research, New Jersey Institute of Technology
  • Bachelor of Science, Industrial Engineering / Operations Research, New Jersey Institute of Technology
  • Associate Member New York Society of Securities Analysts
PAUL FRATAMICO, INSTRUCTOR
Paul Fratamico's experience in financial markets spans investment banking, private equity and hedge funds. Most recently, Mr. Fratamico has focused on distressed situations involving out-of-favor companies and securities trading at a steep discount to face value. As an institutional investor, Mr. Fratamico has worked closely with companies and management teams to revitalize underperforming companies and return them to profitability.


Employment Experience

  • Resurgence Asset Management, leading distressed investment fund managing both hedge fund and private equity investments
  • Coady Diemar Partners, middle market financial services firm specializing in investment banking transactions including mergers and acquisitions and private equity investments
  • PricewaterhouseCoopers, distressed debt investment fund
  • JP Morgan Securities, special credit group
  • Hambrecht & Quist, investment banking analyst
Education
  • BA, Villanova University
  • MBA, University of Chicago
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.


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
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.


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
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.


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
RICHARD TADDONIO, INSTRUCTOR
Richard Taddonio has a broad background in sales & trading, investment banking, and private equity, with detailed and extensive experience in distressed debt and restructuring defaulted loans to gain equity control. He focuses most closely on industries requiring high capital investment and offering substantial collateral, including agriculture, chemicals, gaming & leisure, industrial production, media, and technology.

Mr. Taddonio has analyzed hundreds of firms on both the sell-side and buy-side, and has executed diverse deal structures, ranging from a focus on a single firm requiring a highly complex analysis of all verticals at every level, to large-scale multi-industrial deals including many securities, requiring rapid top-level analysis.


Employment Experience

  • Credit-focused Private Equity Firm, the top-returning fund within its strategy, with over $6 billion under management
  • Leading Bulge Bracket Investment Bank, Investment Banking Division
  • Leading Bulge Bracket Investment Bank, Equity Derivatives Trading
  • Leading Bulge Bracket Investment Bank, Credit Derivatives Trading
  • Leading Bulge Bracket Investment Bank, Equity Research
Education/Academia
  • Columbia University, Bachelor of Arts in Economics
  • - Dean's List Honors, Top-ranked Teaching Assistant for Accounting & Finance undergraduate course
    - CFA Level II Candidate, Passed Level I on first attempt

  Wall St. Training - India

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.


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
  • Authored ‘Investment Banking: The First Step’, a book on investment banking for beginners and first level analysts.
Education/Academia
  • Chartered Accountant from The Institute of Chartered Accountants of India
  • Bachelors in Commerce from Panjab University
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.


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
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.


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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