Mexico City

Valuation & Financial Modeling

Class Description

This 28-hour immersion program covers the most relevant valuation methodologies and modeling techniques used on Wall Street today. These are the same sessions that are provided to all incoming analysts and associates at banks, private equity firms, and hedge funds. As a result of the training, you will gain fluency in the language of finance, and if necessary, be able to ace any interviews not only in investment banking, but all other related industries in finance.

Audience

  • Business undergrads and MBA’s
  • Investment Banking analysts and associates
  • Private Equity, Hedge Fund and Venture Capital analysts and associates
  • Equity Research and Asset Wealth Management analysts and associates
  • Corporate Finance and Business Development professionals
  • Strategy Consultants & Entrepreneurs
  • Career changers and industry professionals who want to hone their modeling skills

 

Course Objectives

After this course student will:

  • Build complete models of discounted cash flows, comparable company analysis, and precedent transactions.
  • Understand how to review SEC filings and extract all of the relevant information.
  • Build a three-statement model by tying together income statement, balance sheet and cash flow statement.
  • Develop a leveraged buyout (“LBO”) model, full-blown merger (“M&A”) model, and back of the envelope accretion dilution model.
  • Have a marketable resume and be well prepared for technical questions in the interview process.

Class is limited to 15 students and available on a first-come, first-served basis.

For a syllabus please click here

About Us

Established in 2002, The Investment Banking Institute is the world’s largest financial modeling training
program, offering an accelerated career path for both current finance professionals and all individuals
seeking to enter the finance industry.

Our Classes:

  • 22 locations worldwide and over 35,000 graduates
  • Over 1,200 class sessions conducted annually
  • Market leading 9:1 student to teacher ratio
  • Industry standard valuation methodologies

Our Instructors:

  • Average 17 years of bulge bracket experience
  • Average 8 years of teaching experience with IBI
  • $225 billion in aggregate transaction volume
  • Over 750 completed transactions

NEXT MEXICO CITY CLASS

Cámara de Comercio Española
Avenida Homero 1430
Polanco II Secc
Ciudad de México, CDMX 11550

Office: +52-1-55-5218-4081


MARCH 10th – MARCH 25th, 2018

10:00 AM – 3:30 PM

Session 1:  Saturday, March 10th
Session 2:  Sunday,March 11th
Session 3:  Saturday, March 17th
Session 4:  Sunday, March 18th
Session 5:  Saturday, March 24th
Session 6:  Sunday, March 25th


Course Materials


 

IBI Financial Modeling Course
IBI Financial Modeling Course

IBI Instructor Spencer Adams

IBI Student Testimonials

Meet the Banker-Instructor

Jesus Puy

JESÚS PUY is a seasoned investment banker with over 20 years of transaction experience in Europe and the Americas. He has structured more than 5.8 billion € of debt in a wide array of complex financial products such as wrapped debt, project finance, acquisition finance, future flow securitizations and asset based finance. The international press has granted the “deal of the year” award, in four occasions, to transactions where he has been actively involved.

He is currently the founding partner of Alcotan Consultores S.A. de C.V., a financial consulting boutique in Mexico City. Prior to that he was Vice President and Operation Director for Latin America of Hill International, an American listed consulting company. Jesús’ experience also includes his role as Director of the monoline Financial Security Assurance, FSA, where he was the founder of the Madrid representative office. In FSA he designed the financing of several large infrastructure transactions. Prior to joining Financial Security Assurance, he was the Director of Structured Finance for the investment banking unit of Caja Madrid, where he lead the bespoke financing activity of Caja Madrid to its major corporate clients. Jesus’ team was in charge of structuring, underwriting and syndicating the project finance, acquisition finance and asset based (vessels, aircrafts) finance business in Caja Madrid.

>> Read More of the Banker-Instructor Profile

Contact IBI Mexico City

Location *

How did you hear about us? *

Investment Banking Institute
Cámara de Comercio Española
Avenida Homero 1430
Polanco II Secc
Ciudad de México, CDMX 11550

+52-1-55-5218-4081

Business Hours (Eastern Time):
Monday – Friday 9:00am to 10:00pm
Saturday – Sunday 9:00am to 7:00pm

CLASS ATTENDANCE POLICY (MAKE-UP SESSIONS AND RE-TAKES):
In keeping with our primary goal of delivering the most effective financial modeling training to our students, our attendance policy is flexible to accommodate your already demanding schedule and any unexpected occurrences. Missed classes can be made up at your earliest convenience at no extra charge. If expected absences are known in advance, make-up classes can even be attended ahead of time.
Similarly, if it becomes necessary for you to re-take any sessions, you can do so as your schedule permits. We offer multiple classes simultaneously; there are always numerous options available and we will be happy to include your name on the roster for desired makeup (and/or re-take) sessions. Additional seats are always set aside in reserve for this purpose.