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Investment Banks
- Bank of America Merrill Lynch
- Benfield Advisory
- CIBC Equity Research (now Oppenheimer)
- CIBC High Yield Research (now Oppenheimer)
- Oppenheimer Investment Banking (formerly CIBC)
- Citigroup
- Credit Suisse Group
- Deutsche Bank
- Fredericks Michael & Co.
- Grail Partners
- Greenhill Investment Banking
- Guy Carpenter / MMC Securities
- Hales & Company
- Lazard Investment Banking Asia
- Needham & Company
- Simmons & Company International
- TD Securities Investment Banking
- Updata Advisors
- vFinance
Buy-Side Asset Mgmt & Sell-Side Research Firms
- AB Capital
- Broadpoint
- BTIG LLC
- Capital Group Companies
- Champlain Investments
- CLSA Asia
- Fidelity Management & Research
- ICAP
- JPMorgan Asset Management
- JPMorgan Private Bank
- J&W Seligman
- Kennedy Capital Management
- Kimelman & Baird LLC
- Lehman Brothers Equity Research (now Barclays)
- Loomis Sayles & Company
- Sidoti & Company
- TIAA-CREF
- Wellington Management
Private Equity & Hedge Funds
- Barlow Partners Inc
- GE Global Business Development
- GE Private Equity
- GE Private Equity Hong Kong Asia
- GE Private Equity London
- Greywolf Capital
- Pomona Capital
- TPG (Texas Pacific Group)
- Unifund Asset Management
- World Bank - IFC (International Finance Corp)
Commercial Banks / Credit
- Bank of Tokyo - Mitsubishi UFJ
- CIT Group
- Commerzbank
- FitchRatings
- HypoVereinsbank (HVB Group)
- ING Leveraged Finance Group
- UOB (United Overseas Bank) Investment Banking
- Wells Fargo
Universities
- Augsburg College
- Baruch University
- Boston University
- Concordia University
- Cornell University
- Fordham University
- Michigan State University
- University of Maryland
- University of Southern California
Corporate Clients & Other
- Alliance of Merger & Acquisition Advisors
- Dow Jones Indexes
- FactSet Research Systems
- Hormel Foods
- Inroads
- Lexis Nexis Martindale-Hubbell
- MetLife (Metropolitan Life Insurance Company)
- Nationwide Insurance
- Phillip Morris
- PricewaterhouseCoopers Transaction Services
- SEIU
- The Deal
Third-Party Affiliations
- NYIF (New York Institute of Finance)
- Professional Continuing Education Partner with:
NYSSA (New York Society of Security Analysts)
CFAC (CFA Society of Chicago)
BSAS (Boston Security Analysts Society)
CFASF (CFA Society of San Francisco)
HKSFA (Hong Kong Society of Financial Analysts Society)
CFA-China (Shanghai & Beijing)
SSFA (CFA Singapore)
TCFA (CFA Society of Toronto)
SCFAS (Stamford CFA Society)
- CFA instructor for Stalla, one of the largest international CFA test-prep providers
- Former Adjunct Professor at Baruch and Hunter Colleges
Corporate Attendees
In addition to our clients, below is a partial list of companies from which employees have attended our courses:
