Here's just a small sampling of a few events and projects we have completed.



Events and Case Competitions:

  • January 2017 - Visit to Omaha, NE, to meet Warren Buffett and visit Berkshire Hathaway subsidiaries Nebraska Furniture Mart and Borsheims Fine Jewelry
  • January 2017 - Wall Street Prep - DCF/FSM Modeling Seminar
  • Fall 2016 - Site visits at Blackstone, Morgan Stanley, NYSE, S&P, MUFG, Bank of America, UBS, and ICE in New York, NY
  • Fall 2016 - Site visits at Bank of America, Wells Fargo Securities, Barings, and Deloitte in Charlotte, NC
  • Spring 2016 - Site visits at Stephens, SunTrust Robinson Humphrey, and Brookwood Associates in Atlanta, GA
  • January 2016 - Training the Street - DCF Modeling Seminar
  • October 2015 - Site visits at Bank of America, Wells Fargo Securities, and 25 Capital Partners in Charlotte, NC
  • Spring 2015 - Site visits at Goldman Sachs, Morgan Stanley, Bank of America, Barclays, Blackrock, NYSE, and The Federal Reserve Bank of New York in New York, NY
  • Fall 2014 - National Investment Banking Competition and Conference (NIBC)
  • Fall 2014 - The CFA Institute Research Challenge
  • November 2014 - Community Outreach - Airport High School Irmo, SC
  • November 2014 - Networking Event at Wells Fargo, Bank of America, and Tobin & Co
  • October 2014 - Wall Street Prep - DCF/FSM Modeling Seminar
  • Summer 2014, Summer 2013 - The Credit Suisse HOLT Valuation Challenge
  • March 2014 - Quinnipiac G.A.M.E. Forum New York, NY
  • January 2014 - Wall Street Prep - M&A/LBO Modeling Seminar