Training & Development

Analytical Skills Development and Seminars

Understanding Ratings

Credit rating fundamentals from overview of the rating agencies - both domestic and international - to the role of credit ratings in the financial markets

Fundamental Risk Analysis

Hands-on learning and review of key measurement elements of the firm's financial risks and exposures

Cost of Capital

Developing a deeper understanding of the analytics surrounding cost of debt, cost of equity, WACC and capital planning implications

Quantitative Finance

Basic to advanced level training on options and derivatives, bond math, standard deviation and distributions, swaps, VaR, and simulation models

Credit Ratios & Benchmarking

Developing a working knowledge of key income statement, balance sheet and cash flow credit ratios. Understanding strong/weak ratios and implications

Financial Stress Testing

Modeling training around proforma or case study events impacting liquidity, pressures on firm value and viability

For More Information or to Schedule Training

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  • Ashley Pakenham Profile Picture
  • Michael Scerbo Profile Picture
  • Gerry Granovsky Profile Picture
  • Joel Lustig Profile Picture
  • Jeffrey Colpitts Profile Picture
  • John Morris Profile Picture
  • Dan Pakenham Profile Picture

Our team of former rating agency, academia and leading investment banking professionals is focused on a limited number of select clients. We maximize our focus on and attention to this core set of relationships.

Meet Our Team

We specialize in

Credit RatingsFinancial Analytics

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Contact our team of elite bank corporate finance and rating advisory experts.

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