investing, wealth management, fund management, private equity & investment banking ceo mindset
SFA
TM
We are known as the Special Forces of high finance.
SFA
Swiss Finance Academy provides 'seed' growth knowledge to the most accomplished and ambitious people in the world, from CEOs to accredited investors, to students, and from private owners of growing enterprises, to policy makers and politicians. At Swiss Finance Academy our goal is to help you solve hard problems, to get you into the door, the right door, be it a job, a business transaction or an invaluable insight. This can mean intense training, coaching, sharing, and networking to build your skill-set and resources to an impressive level, so that you can go out there and swing for the fences.
We typically work with HNW individuals or companies with enterprise value of over $50 million. Some of our events are invite only, while others may require CPA certification that you or your organization qualify. Our next introduction program for CEOs and business owners is on the 7th of November, in New York.
Some of our programs, however, are open to students of all backgrounds in conjunction with our relationship schools. We firmly believe in giving back to our community. This translates into working with ambitious, young students, as well as local entrepreneurs and helping them in every way we can. Our next program, open for enrollment to undergraduate students only, is a weekend workshop from October 27 to 28 in New York.
OUR ALUMNI WORK AT ALL MAJOR FIRMS WORLDWIDE
Thank you for hiring our program graduates:
01 TOPICS COVERED
THE EXPOSURE YOU RECEIVE IN JUST ONE COURSE
INVESTMENT BANKING
M&A, Equity and debt financings, Capital Structure, Excel Modeling
CORPORATE FINANCE
Transaction Structuring, Sources & Uses, Multiples and Exits
HEDGE FUNDS
Strategies, Foundation Documents, Case Studies, Fund Raising
TRADING
Technical and Fundamental Analysis of Securities and Derivatives
WEALTH MANAGEMENT
Industry Structure, Portfolio Management, Risk Management
BANKING CAREERS
Career Progression, International Opportunities, Interview Prep
03 sample day
9 AM - 11 AM
CORPORATE FINANCE
Transaction valuation and structuring
Spreadsheet modeling on usefulness of comparables based analysis in an M&A transaction. Conclusion is that the discounted cash flow based valuation was absolutely useless in the last night's case.
11 AM to 1 PM
HEDGE FUNDS
Hedge fund strategies
"Short volatility," the hedge fund manager says, "is like picking nickels in front of a bulldozer. Long volatility is like writing a book hoping it will become a best-seller some day." We go on to talk about and model in excel M&A risk arbitrage and other relevant strategies that funds use.
2 PM to 4 PM
INTERVIEW STRATEGIES
High finance careers
How to get a job at an investment bank in this difficult market, and the career path that is typical. Someone asks about exit opportunities for corporate finance professionals and they seem very interesting.
3 PM to 4 PM
INVESTMENT BANKING
Underwriting, M&A, Capital Markets
Building models and pitch books for different areas within a bank. Learning about differences in pricing data, transaction models (e.g. FI comps, vs. M&A comps).
4 PM to 5 PM
WEALTH MANAGEMENT
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 principles.
Real world examples
An overview of the global wealth management industry with its core in Switzerland.
Our Talent
Our programs are immersive.
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Several Decades of
COMBINED EXPERIENCE
We have the know-how you need. We partner with:
Investment Banks
Private Investors and Family Offices
Global Funds
Hedge Funds
Corporate
Education
Select Your Level
Startups
Research Institutes
Policy Makers
SELECT YOUR LEVEL
a private learning & networking club
your
advantage
Our top priority is creating a community that's passionate about learning, networking and sharing.
CONTACT
To receive email notifications when press releases or our product announcements are posted, please email us. For public relations contact information or to receive email notifications for our events, and reports, please complete the form here.
admissions@swissfinanceacademy.com
Swiss phone: +41 44 585 20 09
Arcades 52, Rue de Verbier 26
1936 Verbier, Switzerland
2 Pomperaug Office Park, Suite 207
Southbury, CT 06783, United States
For a prompt, environment friendly and timely response, please use email as the preferred mode of communication.