investing, wealth management, fund management, private equity & investment banking ceo mindset
SFA
TM
CEOs,investors & entrepreneurs
Your big leap is waiting for you
NEW YORK WEALTH 2 DAY PROGRAM
NOV 7-8 (Every Year)
SFA
SWISS FINANCE ACADEMY IS NOW OFFERING ITS WEEKEND PATHFINDER WORKSHOP, DESIGNED SPECIFICALLY FOR HIGH NET WORTH INVESTORS, BUSINESS OWNERS, INVESTORS, ENTREPRENEURS AND QUALIFIED FAMILY OFFICES INTERESTED IN UNDERSTANDING SELECT ISSUES CONCERNING THEIR INVESTMENTS.
01 SAMPLE TOPICS COVERED
THE CAREER TRANSFORMATION YOU RECEIVE AT SWISS FINANCE EXECUTIVE
PRIVATE EQUITY &
MANAGING BANKS
M&A, Equity and debt financings, Capital Structure, Excel Modeling
INVESTING IN HEDGE FUNDS
Transaction Structuring, Sources & Uses, Multiples and Exits
LAUNCH OF A HEDGE FUND
Strategies, Foundation Documents, Case Studies, Fund Raising
TRADING
Technical and Fundamental Analysis of Securities and Derivatives
WEALTH MANAGEMENT
Industry Structure, Portfolio Management, Risk Management
FAMILY DEVELOPMENT
Career Progression, International Opportunities, Interview Prep
Swiss Finance Academy is accepting applications for its weekend Wealth Summit in New York.
02 EXPERT OFFERINGS
LOCATION: THE WALDORF ASTORIA NEW YORK. SEE MORE >
There is nothing like New York! Life in New York is rich and full of career and intellectual opportunities. Besides your career transformation, you can explore all that New York City have to offer during your visit to the Pathfinder.
03 CURRICULUM
sample day
11 AM to 1 PM
HEDGE FUNDS
Hedge fund strategies
Learning to analyze term sheets, PPM, OM, IMA, DDQ, PA, DRs, and subscription documents. Analyzing managers based upon quantitative and qualitative factors. Analyzing strategies based on case studies.
3 PM to 4 PM
FUND INVESTOR RELATIONS
Proven Techniques to Successfully Market a Fund to Investors
How to obtain suitable references. Do cap intro programs work? In-house tools and teams to build and maintain momentum. Some legal and technical issues surrounding marketing in various jurisdictions.
5 PM to 6 PM
TRADING AND RISK MGMT
Trading and risk
We discuss technical, algorithmic and fundamental aspects of trading. We also design risk constraints in an excel and discuss limits, maximum draw-down, diversification and other heuristics.
9 AM - 11 AM
FUND STRUCTURING - HF, PE, VC, ETC.
Best Practices for Documentation
A range of issues for onshore and offshore funds, ranging from locks, gates and hurdle rates to disclosure of outside interests. Traits of a good DDQ. What to look for in partnership agreements and service provider contracts.
2 PM to 4 PM
M&A AND CORPORATE FINANCE
Transaction valuation and structuring
If you are looking to buy or sell a company, helping understand the industry landscape, potential bidders, auctions, and getting into the quant side of valuation, from spreadsheet modeling, comparables based analysis for M&A transaction, to valuation Football Field.
4 PM to 5 PM
WEALTH MANAGEMENT
Real world examples
Looking through our algorithmic models based on proprietary data for worldwide asset classes that goes back hundreds of years for certain asset classes.Key issues with diversification, illiquid assets, control premia, hedging based on correlation and causation models, and liquidity approach to position sizing. An overview of the global wealth management industry with its cores in Switzerland and parts of Asia.
FAQs for weekend investment banking workshop program
Q. What happens at Swiss Finance Academy (SFA)?
A. We work intensively during a weekend, with business professionals from a wide range of industries, to get their skills and mindset to higher levels so they can swing for fences. The goal is to make them competitive for a range of ultra competitive career options worldwide, and provide them the tools and resources.
Q. What qualifications are necessary?
A. You must either be a C-Level executive from a company with enterprise value of greater than $50 million, or a founder of a company with revenues of greater than $5 million, or high net worth investor with certified assets in excess of $10 million.
Q. How do I register? What are the fees?
A. Register for a spot in our next workshop. Please email us.
Q. When should I register? How do I pay the fees?
A. If you qualify, we suggest you register as soon as possible so that you and we can make your arrangements. Please email us.
Q. What do I need to submit?
A. As described above, please submit these two items:
1) Online Application.
2) Applicable fee.
Q. When will you notify me?
A. Notifications of enrollment are made on a rolling basis shortly after you submit your application form, and typically you should hear back in less than two weeks.
Q. Will I have free time during the Program?
A. Your schedule will be packed full of events. We are committed to providing you a rich experience and your time outside during the days of the the workshop will be very limited.