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Leverage Academy Marketing Presentation Shortened
 

Leverage Academy Marketing Presentation Shortened

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Leverage Academy, LLC Course Description

Leverage Academy, LLC Course Description
www.leverageacademy.com
www.leverageacademy.com/blog
info@leverageacademy.com

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  • Exploration and Development costs linked together to make F&D costsCapitalized F&D costs represent asset value of reserves on the balance sheet.
  • Exploration and Development costs linked together to make F&D costsCapitalized F&D costs represent asset value of reserves on the balance sheet.

Leverage Academy Marketing Presentation Shortened Leverage Academy Marketing Presentation Shortened Presentation Transcript

  • Introduction
    www.leverageacademy.com
    www.leverageacademy.com/blog
  • Introduction
    Global commerce cannot exist without the flow of capital. Businesses are financed with a mix of equity and debt, where each tranche or security has a different risk/return profile. At Leverage Academy, we encourage students to explore and learn how to analyze a firm’s capital structure. Our team instructs students and young professionals on how to structure deals, understand the flow of funds in the capital markets, and prepare for a long term career in Finance.
    Leverage Academy, LLC has taught students from Boston College & Boston University, and is starting courses at Babson College, Northeastern University, and Suffolk University from 2009-2010. Plans to expand into McGill (Montreal) and Philadelphia for 2010 are currently underway.
    GOAL OF EDUCATING STUDENTS & YOUNG PROFESSIONALS IN CAPITAL STRUCTURE
  • Introduction
    Leverage Academy, LLC is a partnership between industry professionals and instructors in North America (United States & Canada) and the EMEA region (Europe, Middle East, Africa). We have expertise across the capital structure and cover everything from modeling and structuring equity investments to placing senior secured debt. Our classes cater to individuals interested in investment banking, investment management, private equity, mezzanine finance, structured finance, venture debt, and distressed credit. Leverage Academy, LLC also provides resume consulting, career guidance, and potential internship opportunities to students who enroll.
    Leverage Academy Middle East is a joint venture with employees at Saudi ARAMCO and EFG Hermes, an investment bank based in Egypt and the UAE. The focus here is to educate and inspire Middle Eastern entrepreneurs and financiers to learn practical methods to value and structure deals in the EMEA region. Leverage Academy employees are either currently employed by or have experience working at:
    PARTNERSHIPS AROUND THE GLOBE WITH SAUDO ARAMCO AND EFG HERMES BANK
  • Course Overview
    PREPARING YOU FOR CAREERS IN:
    INVESTMENT BANKING,
    PRIVATE EQUITY,
    LEVERAGED FINANCE.
    COMMERCIAL BANKING,
    BUSINESS DEVELOPMENT,
    HEDGE FUNDS,
    MUTUAL FUNDS,
    VENTURE CAPITAL, &
    ENTREPRENEURSHIP.
  • Instructor Experience
    RELATIONSHIPS WITH FIRMS ACROSS U.S.
  • 6
    Sales & Trading
    Asset Management
    Principal Investments
    Investment Banking / Corporate Finance
    • Industry Coverage
    • M&A advisory
    • Debt
    • Equity
    • Convertibles
    • Restructuring
    • Market making
    • Equities
    • Bonds
    • Derivatives
    • Foreign Exchange
    • Commodities
    • Interest rates
    • Mutual funds
    • Pension funds
    • Private Banking
    • High net worth
    • Private equity
    • Real estate
    • Venture capital
    Investment Banking Overview
    INTERVIEW TIPS AND EXPLANATION
  • IBD Program Breakdown
    Corporate Clients
    Investor Clients & Markets
    Corporate Finance
    & Advisory
    Capital Markets
    Sales & Trading
    Chinese Wall
    Industry Groups
    Product Groups
    Equity Sales
    Equity Trading
    Healthcare
    M & A
    Fixed Income Sales
    Real Estate
    Leveraged Finance
    Fixed Income Trading
    Financial Institutions
    Private Placements
    Foreign Exchange
    Financial Sponsors
    Derivatives
    Consumer
    Proprietary Trading
    Equity Capital Markets
    Media & Telecom
    Research
    Latin America
    Debt Capital Markets
    Etc.
    GROUP EXPLANATIONS & DISCUSSION
  • Excel Mobility
    OVER ONE HUNDRED EXCEL SHORTCUTS PROVIDED FOR EXCEL 2003 & 2007
  • 9
    Capital IQ Software Training
    HOW TO PROCURE SEC FILINGS FOR ANALYSIS
  • 10
    Capital IQ Software Training
    HOW TO USE INDUSTRY SOFTWARE
  • 11
    Bloomberg Training
    HOW TO USE INDUSTRY SOFTWARE
  • 12
    Bloomberg Training
    HOW TO USE INDUSTRY SOFTWARE
  • 13
    Investing
    Financing
    Operating
    Strategy Formulation
    • Firm’s goals
    • Business approach
    • Environmental factors
    • Competitors
    • Economic conditions
    • Regulation
    • Demographics
    • Receivables
    • Inventories
    • PPE
    • Research & Development
    • Employee training
    • Private equity
    • Short term credit
    • Long term credit
    • Mezzanine debt
    • Subordinated debt
    • Manufacturing
    • Supply chain management, distribution
    • Selling, retailers and wholesalers
    • Service packages
    • Value creation
    Financial Statement Analysis
    DISCUSSION OF FINANCIAL STATEMENT ANALYSIS
  • Private Equity Structure
    Limited Partners
    Investors: financial institutions, pension funds, hedge funds, fund of funds, endowments, family offices, high net worth individuals
    ABC Group
    General Partner
    Private Equity Fund
    Limited Partnership
    UNDERSTANDING OF PRIVATE EQUITY
    Investments
    Various Equity Investments (Residual Interest)
    • Targeted Return: 20-35% IRR
    • Compensation Structure: 2% annual fee, 20% carry (upside)
    • Investment professionals invest alongside limited partners
    • Industry Focus: Welsh Carson, ABRY Partners, Warburg Pincus
  • Transaction Structures
    Senior
    $4.0
    Lender
    Store loans
    Finance Company
    WC Loan
    Corporation C
    Purchasing Subsidiary
    (Acquires Receivables)
    Corporation D
    Leasing Subsidiary
    (Leases Stores)
    $9.0
    INTRODUCTION TO LEGAL FRAMEWORK
    Corporation B
    Operating Subsidiary
    (Opco)
    Senior Lender
    Revolver & Term
    (Secured)
    Junior
    $6.0
    Corporation A
    Parent Corporation
    (Holdco)
    General Partner
    Mezzanine
    (Unsecured)
    $5.0
    Stockholders
  • The two main rating agencies, Standard & Poor’s (“S & P”) and Moody’s Investors Service (“Moody’s”), have several different ratings grades as shown below:
    Companies rated in the BBB/Baa category and above are classified as “investment grade” while those rated in the BB/Ba category and lower are classified as “high yield.”
    RATINGS AGENCIES DISCUSSION AND TYPES OF FINANCING
    Financing Alternatives
  • 17
    IN DEPTH DISCUSSION OF CAPITAL STRUCTURE AND PIK INTEREST
    Capital Structure
  • 18
    Credit analysis is an assessment of risk inherent in a specific bond issue, bank facility, or company based both on objective and subjective measures, including:
    Typically, credit analysis is performed in the context of any of the following events:
    • A new issue of securities or obtaining a new bank facility;
    • An acquisition of strategic significance;
    • An LBO or other leveraging technique; or
    • A material change in the operating or financial performance of a company.
    CREDIT ANALYSIS WITH BANK RATIOS
    Credit Analysis
  • Basic Forecasting & Triggers
    MODELING BEST PRACTICES
  • Leveraged Buyout Modeling - PE
    SOURCES & USES, IN DEPTH LBO MODELING
  • Capital Structure – Hedge Funds
    CAPITAL STRUCTURE DISCUSSION & MODELING
  • Upstream
    Exploration & Production
    5 Steps (Finding and Producing Hydrocarbons)
    Also known as F&D, finding and development costs. Development costs are costs of development planning, reservoir modeling, optimization, well design plans, drilling and completion of wells, and installing the infrastructure for gathering and processing.
    Production costs include the costs of lifting oil and gas out of the ground and to the surface. They include the costs of gathering and process hydrocarbons. DD&A (Depreciation, Depletion, and Amortization) costs here are incorporated into production costs.
    Costs involved with plugging and abandoning (P&A) a dry-hole appraisal well or a mature field that is no longer in production.
    Acquisition costs are costs of acquiring economic interest for right to explore, drill, and produce oil, natural gas, and byproducts.
    Also known as finding costs. Costs involved in identifying prospective wells, exploratory drilling costs, and seismic costs.
    INDUSTRY SPECIFIC CLASSES
  • Strategy & Implementation
    Competitive Analysis
    Strategy & Implementation
  • Thank You
    Please e-mail info@leverageacademy.com for enrollment.
    Financial aid is available.
    $50 for referrals.
    Leverage Academy, LLC140 Clarendon Street, Boston, MA 02116info@leverageacademy.com“As I said there is nothing wrong with failing. Pick yourself up and try it again. You never are going to know how good you really are until you go out and face failure.”-Henry Kravis