| WALL ST. TRAINING TESTIMONIALS |
"In more than 20 years in investment banking, I have never had the pleasure of working with someone whose technical and analytical skills were more sharply honed. In the $6 billion sale of Ultramar Diamond Shamrock to Valero, Inc., I saw Hamilton quickly create and continually refine a detailed and flexible financial model of an industry transforming transaction, which enabled Ultramar to consider various "real-world"
scenarios necessary to reach an informed decision with regard to the transaction. Personally, I can think of no one better qualified to train someone in the analytics involved in the practice of investment banking." - Lane Genatowski, Former Head of Utilities Industry Group, Banc of America Securities
"Hamilton has a solid understanding of investment banking and financial modeling. He was absolutely critical to the senior management of Ultramar Diamond Shamrock while we were exploring strategic options that resulted in the $6.2 billion merger with Valero Energy. I would highly recommend Hamilton's experience and background to anyone interested in developing their career on Wall Street."
- Scott Spendlove, Former Vice President, Corporate Planning & Investor Relations, Ultramar Diamond Shamrock
"Hamilton's command of financial modeling and valuation methodology is unmatched. His approach and collection of tools secure extraordinary efficiency and accuracy. Even as a first-year analyst he was frequently called upon to instruct peers and seniors in investment banking analysis. Following years of hands-on Wall Street experience, he now offers a
premier choice for financial training." - Igor Alexeev, Former Vice President, Banc of America Securities
"The Excel training was very relevant to my role as an Associate. I am an MBA new hire and a lot was revealed about Excel of which I had no previous knowledge. The training will definitely impact my immediate job and ultimately my career as it will make me more efficient and therefore more productive. We covered a lot of material in a short space of time so the key is to practice, practice, practice. The instructor (Hamilton Lin) was extremely knowledgeable of Excel and Excel modeling. It was a bit scary how much he loved the Excel tricks. He’s a machine. He moves, and speaks, very quickly though so the class had to slow him down a few times, but beyond that he knows his stuff. I would definitely recommend Wall St. Training!"
- Name Withheld, Investment Banking Associate, Large Investment Bank
(Name withheld due to firm's compliance restrictions on public endorsements of 3rd party companies.)
"I definitely recommend Wall St. Training for anyone looking to get ahead in the financial world. After a week of training, I already knew more about modeling and keyboard shortcuts in Excel than analysts that were on the desk for a full year. I’ve been able to save time with the macros provided and turn in quality work. Overall, Hamilton’s classes are fast-paced, which prepares you for investment banking, but he also has a great sense of humor and makes the learning enjoyable. His experience is evident and he tells you exactly what you need to know in order to be successful and get ahead in this competitive industry. I learned more about Excel in one week than I did in four years of college."
- David Shujman, Analyst, CIT Capital Markets
"Wall St. Training has been a valuable tool in fusing business school concepts into a clear, complete and logical financial picture. Hamilton Lin runs his course in a faced-paced, aggressive style well-suited for the banking industry. Hamilton’s repetition of financial concepts and “keyboard only” Excel modeling drives this effective training program. For those ESPN viewers, Hamilton is the Excel Schwab" and I challenge any of you to Stump him."
- Jeffrey Wong, Investment Banking Analyst, Grail Partners LLC
"I just want to let you know that the training program was amazing. I have just finished about two weeks of work in FIG at BofA, and cannot stress how important the skills learned in training have been. I try to use the shortcuts as often as possible, but as crappy as my Belkin ps/2 mouse is, I have to use it once in a while."
- Nachiketa Rao, Investment Banking Summer Analyst, Banc of America Securities
"My summer internship is done and I'm still alive! It was a great experience and I am now in a position to say thank you once again for the training program you provided. Wall St. Training was the single most important educational experience of my life. Your hands-on teaching style taught me the importance of efficiency through keyboard shortcuts and macros, which has increased my productivity fivefold and will forever remain a part of my work habits. You are without a doubt the best teacher of any subject I have ever had and I will be recommending you to everyone I meet interested in a career in investment banking."
- Steve DeWald, Investment Banking Summer Analyst, Banc of America Securities
"As an Analyst promote, the Associate training was very useful and relevant to my daily work and job. The instructor was very knowledgeable and effective - the material presented was well organized and the training was very interactive and one of the most professional and effective training session I have taken!"
- Thomas Yu, Investment Banking Associate, Deutsche Bank
"Hamilton Lin came in from Wall St. Training and conducted an intense session over the course of several days for our Analysts. Some in the group were brand new, and others had been with the firm for a few months. Feedback from all trainees was very positive. The initial review of accounting theory was an excellent primer for the hands-on, intensive Excel analytical work that ensued. I had the sense from the Trainees that Hamilton kept the small group on its collective toes, firing questions and looking for the Trainees to validate their learning in real-time. The Trainees took away very practical skills in the use of Excel and in proper financial modeling techniques, which is useful training that even the most “book-smart” new hire needs. The foundation laid for the Trainees in the Wall St. Training session is one of fundamental concepts complemented with practical application, and we are confident that this will help our Analysts acclimate themselves to the fast-paced environment in the firm. The fact that Hamilton has been receptive and responsive to follow-up questions from Analysts (“How do you do this in Excel…?”) is a plus. I would definitely recommend Wall St. Training to others."
- Jack Rabun, Senior Associate, Training Coordinator, Grail Partners LLC
"Having been an extensive user of Excel for over 4 years, I thought I had all functions covered. Hamilton took our fundamental knowledge of Excel to the next level. He demonstrated techniques that increased overall functionality of our analyses, while also saving us time in implementation. Hamilton proved that for anything you can think of, it probably can be done. "
- Savan Devani, Investment Banking Associate, Deutsche Bank
"Wall St. Training's financial modeling program provided a comprehensive overview of investment banking essentials including discounted cash flows, trading comps, transaction comps and leveraged buyout valuation. The program comprised a balanced blend of theory, practical application, interactive media and printed materials. I would strongly recommend Wall St. Training for any individual entering corporate finance, equity research, commercial and/or investment banking. "
- Ramy Ibrahim, Investment Banking Associate, CIBC World Markets
"I really felt that Wall St. Training was world class and would recommend it to anyone starting a new career on Wall Street. In particular, the strength of the program is that it concentrates on how analytical work is actually conducted in real life rather than the academic approach of some other competitors. In addition, the instructor possessed incredible knowledge of advanced Microsoft Excel features and shortcuts. All in all, Wall St. Training presented its program in an extremely professional and engaging manner."
- Joseph Chung, Investment Banking Associate, Deutsche Bank
"As an analyst promote, I was a little skeptical heading into the financial modeling and investment banking training for associates. But Wall St. Training quickly changed my view as the instructor taught valuable timesaving shortcuts, Excel keystroke efficiency, and financial modeling concepts to fortify my base of knowledge. The instructor was entertaining as he moved at a good pace through the material, which helped all participants, irrespective of background, gain from the course. I would absolutely recommend Wall St. Training for training classes in the future!"
- Thomas Houdek, Investment Banking Associate, CIBC World Markets
"Wall St. Training provided instruction adapted to our specific needs that combined relevant theory and practice. Our instructor was able to keep the entire class engaged by expecting and obtaining participation and contribution from everyone. We chose Wall St. Training based upon experience, relevance, and adaptability to meeting our specific goals - our expectations were exceeded on all accounts."
- Joseph Puthenveetil, Analyst, Training Selection Team, Grail Partners LLC
"I learned a great deal of useful on-the-job skills. The accounting, corporate finance, modeling, and Excel that Wall St. Training teaches you will help you in your everyday tasks in any field of finance. The training I received from WST will forever put me at an advantage in my job search as a student. Having received training as a sophomore, I will have a better grasp of my technical skills come summer recruiting season as a junior. Therefore, I will be able to interview and speak more intelligently about my summer experience. Not to mention, the productivity increase of the Excel shortcuts and macros will make your life as a junior banker a lot easier. The great thing about Hamilton is that he keeps his class very engaged. This is one class you won't be able to sleep in and he also never moves ahead until he is sure that everyone understands the concept at hand. Hamilton truly cares that you learn the material. In addition, he rarely doesn't know the answer to a question and my advice to you is believe him when he says he never loses a bet, so don't try it (from personal experience)."
- Matthew Tsui, Summer Analyst, Needham & Company
"As a Senior Analyst at a boutique investment bank with no formal training curriculum, I found Wall St. Training's instructional teaching to be very valuable. In a learn-as-you-go environment commonly seen in smaller boutiques, WST's modeling course showed me the best practice techniques in modeling, thus saving time and making me a more sophisticated financial modeler. I will have more confidence in my modeling assingments, including awareness of the best techniques to model efficiently. On a scale of 1 to 5, the advanced modeling course is certainly a 5. Hamilton challenges the classroom not only how to model efficiently, but to think conceptually on how to construct a model that is error-free, dynamic and realistic from the very onset! I viewed the teaching style to be very effective because it is highly practical and consistent with banking practices on the Street. Hence, it is more related to my job and is certainly more application-based than conventional classes. I have taken other on-line courses and felt that the classroom setting with Hamilton made a real difference. He was very interactive with his students and addressed all their questions regarding modeling. I think smaller boutiques would find its structured training programs to be the most valuable training option for analysts/associates.""
- Nicholas Chong, Senior Analyst, Glocap Advisors Investment Banking
"Wall St. Training’s investment banking training was very comprehensive for me, not only in the number of topics it covered, but also in the way the course was delivered. Hamilton made sure that each key point is well understood by the students and each technique learnt is utilized accordingly. The instructions were always clear and succinct, not to mention the excellent course material, especially the meticulously-prepared training models. I build models nearly on a daily basis and the training showed me techniques to improve my efficiency in modeling, such as the great shortcuts (both the reference sheets and the Excel Add-ins) and the most effective functions for each purpose, which I now use on a daily basis to improve the quality of my work. Wall St. Training is definitely one of the best and most importantly, relevant training groups I have dealt with and Hamilton Lin can be called a guru of Excel modeling. I would highly recommend them to everyone in the finance industry."
- Joshua Fu, Senior Credit Analyst, TD Securities
"The ability to use Excel in an efficient manner is a big advantage in an industry that depends on the timeliness and accuracy of information. The time saving techniques I learned from Hamilton's Advanced Excel for Data Analysis course have enabled me to complete routine tasks more quickly. Moreover, by reducing the amount of manual labor involved, the potential for errors has also been diminished."
- Name Withheld, Equity Research, Large Equity Research Firm
(Name withheld due to firm's compliance restrictions on public endorsements of 3rd party companies.)
"I would highly recommend Wall St. Training to anyone who wants to understand the workflow and responsibilities of an analyst - by understanding the workflow and needs of the financial analyst, FactSet is in a much better position to create applications, reports, and charts that make company and industry analysis easier for the analyst. Wall St. Training was very effective and knowledgeable. Hamilton's strong understanding of finance and his experience as a banker gave us keen insight into the common tasks and pitfalls that an analyst must overcome. His teaching style also conveyed the importance of defending your numbers and how meticulous an analyst must be when crafting their models. Thank you!!" - Eric Weitzman, Vice President, Senior Product Manager, FactSet Research Systems
"I cannot thank you enough for making such a large change in my work performance. We are now able to implement reports that had been abandoned for taking a full days work. However, as you so clearly suggested this new path greater efficiency has captivated my time and I’ve now more demands to attend to than ever before. I must also confess that it is to me been more creative and much more interesting as well. No doubt I look forward to another adventurous class as they become available." - Maureen Ganley, US Trust
"I was very impressed with Wall St. Training. It had been difficult to find an advanced, hands-on financial modeling class that walked you through the steps of building a bottoms-up financial model. I had taken a class with another institution, but the instruction was not hands-on enough. As an MBA with strong Excel and financial statement analysis skills, Hamilton was able to tailor the instruction to meet my goal of building detailed financial models quickly and accurately for my work as an equity research analyst." - Valisha Graves, Senior Research Analyst
"Wall St. Training's Advanced Financial Modeling class was exactly what we were looking for. Hamilton had complete command of everything he was teaching which covered everything from Finance to Accounting and Excel. I would recommend Wall St. Training to anyone who would like to develop a deeper set of finance skills that will clearly set you ahead of the pack. Understanding where all the numbers on a company come from and how they inter-relate are the key to building a valid and detailed model and training with Hamilton will provide you with that skill set." - Sapan Vyas, CFA, Kimelman & Baird LLC
"Hamilton is very knowledgeable in the business and accomplished a lot of tasks within a short period of time. He encouraged students to ask questions and answer questions. Good usage of practical application and real-life examples ... Excel training was great and being able to see a final product was helpful to cement the training."
"I had no experience with Finance (Econ major) and absolutely no experience with Excel. Now I feel I dominate what we learned and it is 99% thanks to Hamilton Lin. I appreciate everything very very much."
"I learned an incredible amount about using Excel and analyzing 10K’s, 10Q’s, trading comp and deal comps. We were able to get through lots of material and always stayed busy. It was a great experience and I learned an incredible amount!"
– Recent Bulge Bracket Investment Banking Training feedback
"Hamilton's Financial Modeling class greatly supplemented the Indiana Kelley Business School MBA program - you won't find this type of hands-on training at any educational institution and I would highly recommend it to those looking to get ahead on Wall Street." - Patrick White, Indiana University Kelley School of Business MBA student
"I really enjoyed the training. The instructor was strict, so you had to do it right the first time which enforced the accelerated learning curve. It was intense with a lot of information, I am glad that we had a few days in between to retain the information. It is helpful to be knowledgeable in excel before the beginning of the class because it makes the first day easier. I have already begun to implement what I have learned in the class to my internship and my finance-based class work. I would definitely recommend the program."
"The Wall St Training program was intense. A lot of information was dispersed in a short amount of time. There was some type of pressure on getting things done right and fast. All this created an environment which felt as if we were being trained at a Wall Street firm. It was great! Hamilton's comments were ever insightful and clear. He had a clear grasp on his profession and the skills that he brought to the class. I would definitely suggest for those accepted into future WST programs, to have completed Excel courses and have a strong working knowledge of accounting. It would very much increase how much the student would get out of it. Maybe IBC could help offer that training. If the classes could be taught over a longer period of that time, that would also help. But overall it was a privilege and pleasure being part of the program."
"I would like to thank you one more time for providing us with this exciting opportunity. Special thanks to Mohamed Wann for bringing Wall St. Training to Baruch and to Hamilton Lin for becoming a role model for us. Overall the training was intense and a bit challenging. It made me realize what my gray areas are and encouraged me to brush up my knowledge on certain topics. I would highly recommend it for those interested in a career in Investment Banking. As per the suggestions, I would recommend to encourage students to study excel more in-depth on their own before and in-between the training sessions."
"Thank you for giving me the opportunity to participate in the Wall St. Training program. I have learned a lot about financial modeling and company valuation during the training. From my personal experience, it is a very successful and well-planned training program. I hope it will continue and more students from Baruch will benefit from it."
"Overall, I liked the experience. If I could do it over again, I would. Hamilton is a good instructor and I learned a lot from him. I am very comfortable with Excel after this. I will make every attempt to know the financial modeling training like the back of my hand. " - Feedback from WST - Baruch Investment Banking Club training program
"I took Hamilton's class to gain a broader perspective on Valuation. His
command of that subject and his intuitive understanding of the intricacies
of Wall Street was obvious. He did a great job in balancing teaching the
finer points of the subject while keeping it relevant to each member of
the class." - Damian DeSola, Senior Vice President, DeSola Group,
Inc.
"For any student fervently trying to enter the World of Investment Banking, it is clear that there is a certain skill set that is required of the incumbents. My personal goal has been to build those
skills as much as possible beforehand. I think my participation in
Wall St. Training demonstrated my passion for the industry. I am
extremely more efficient with Excel now which will hopefully help me
to be a better Analyst. Hamilton Lin, through his extensive
experience on the Street, technical knowledge of Excel, and vigor for
teaching students, goes through every lesson step-by-step ensuring you
understand everything fully." - Carl Majette, Merrill Lynch Investment Banking Summer Analyst
"Hamilton, thanks for your Financial Modeling training class. It was extremely informative & it's obvious you have extensive knowledge & tools for forecasting/modeling. You're an excellent teacher & speaker. I would highly recommend you for anyone seeking training services on Wall Street." - Ted Weis, CFA, Attorney at Law, Serling Rooks & Ferrara LLP
"I was impressed with Hamilton's practical, hands-on knowledge of
corporate finance and financial markets. His ability to explain complex
concepts in simple and understandable terms is a quality I see very
rarely. Wall St. Training would be invaluable to anyone who chooses to
pursue a career on Wall Street." - Name Withheld, Vice
President, Large Private Equity Firm (Name
withheld due to firm's compliance restrictions on public
endorsements of 3rd party companies.)
"Hamilton's Valuation and Financial Modeling classes gave me the tools I
needed to become an Equity Research Analyst. If you want to get
ahead, Wall St. Training will get you there."
- Name Withheld, Equity Research Analyst, Large Investment Bank
(Name withheld due to firm's compliance restrictions on
public endorsements of 3rd party companies.)
"Hamilton's training gave me the preparation I needed to get my
current private equity position and to succeed as an Analyst. His Wall
St. Training program will help you build a foundation of financial
skills."
- Name Withheld, Private Equity Analyst, Private Equity Group of Large
Investment Bank
(Name withheld due to firm's compliance restrictions on
public endorsements of 3rd party companies.)
"As an executive at a small business, I needed to learn more about the
finance side of the corporate world. Mr. Lin's training programs were very
helpful in allowing me to become a better executive." - Richard
Mallah, VP of Technology, Synamed
"Hamilton Lin did an extraordinary job demystifying the seemingly dizzying world of mergers & acquisitions and crystallized it into simple and understandable concepts. His extensive knowledge and experience was evident in his ability to break down the mainstream valuation methods and techniques used in the industry. The course not only exceeded my expectations but is a 'must' for anyone considering a career in investment banking." - Dorn Redd, Structured Products, Deutsche Bank
"I found Hamilton's course to be extremely relevant to my work in financial services. It was totally practical and non-theoretical, and I was impressed by how much he was able to pack into such a short time frame. I would definitely recommend Hamilton to anyone who wants to gain a better understanding of Wall Street and/or kick start his or her Excel modeling skills. His class definitely helped me to become a better financial analyst." - Eric Stern, Investment Banking Analyst, Large Investment Bank
"I work in equity research and wanted to get a better understanding of the
business. Hamilton Lin gave us a solid explanation of how companies are
valued by M&A bankers and walked us through the process using materials
from actual deals. He demonstrated great adeptness of the inner workings
of the valuation model as well as all of the calculations that back up every valuation multiple in the model. I would highly recommend him to those interested in learning more about the business."
- Linda P. Chiao-Kwan, Equity Research, Banc of America Securities
"I thought the instructor was very effective and knowledgeable. Besides the excellent teaching method, it was good to see the instructor remain energetic and humorous throughout the class. I would definitely recommend the course, especially to anyone who is in the industry or would like to learn more about the industry." - Bohee Rhee, Analyst, Competitrack
"I highly recommend this class for anyone that is considering going the analyst route. It is an easy and informative way to learn about the daily routine of being a first year analyst." - Adam Kotkin
References available upon request.
|