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



Events and Case Competitions:

  • November 2018 - Wall Street Prep - DCF/FSM Modeling Seminar

  • November 2018 - Site visits at Bank of America, Wells Fargo Securities, and Barings in Charlotte, NC

  • October 2018 - Site visits at Ducera Partners, MUFG, Société Générale, IBM, R3, Morgan Stanley, Credit Suisse, ICE, and NYSE in New York, NY

  • April 2018 - Wall Street Prep - DCF/FSM Modeling Seminar

  • March 2018 - Adventis Modeling and Valuation Seminar

  • February 2018 - Training the Street - DCF Modeling Seminar

  • November 2017 - Adventis Modeling and Valuation Seminar

  • Fall 2017 - Site visits at Bank of America, Wells Fargo Securities, and Barings in Charlotte, NC

  • Fall 2017 - Site visits to Ducera Partners, MUFG, Société Générale, Blackstone, Morgan Stanley, ICE, Bank of America, and NYSE in New York, NY

  • September 2017 - Wall Street Prep Financial Valuation Seminar

  • March 2017 - Site visits to Wells Fargo Securities, Bank of America, and EY in Charlotte, NC

  • March 2017 - Quinnipiac G.A.M.E. Forum New York, NY

  • 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