CFE Center for Financial Education SNL Center for Financial Education
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"Superb grounding for analyzing the financial services industry."
G. Roche,
Senior Research Analyst,
PricewaterhouseCoopers
"Enlightening to learn how analysts evaluate our company."
M. Rosen,
Team Leader,
Genworth Financial
"Great exposure to diverse views and current thinking."
S. Agin,
Analyst,
Stifel, Nicolaus & Co.

Listed below are the confirmed instructors to date.

Additional instructors are in the process of being confirmed. Please check back from time to time for updated information.

Mr. Dennis Starliper: M&A from the CFO perspective

Chief Financial Officer, Provident Bank

Mr. Michael Dion: Property & Casualty Pricing Cycles

Co-Director of Corporate Research, UBS Financial Services

Mr. Mark Dwelle: Insurer Loss Reserves

Director of Equity Research, RBC Capital Markets

Mr. Stewart Johnson: Evaluating Life & Health Insurers / Advanced Insurance Analysis: Assessing Earnings Quality

Portfolio Manager, Philo Smith & Co.

Dr. Bill McGuire: Assessing Interest Rate Risk / Advanced Topics in Interest Rate Risk

President and CEO, McGuire Performance Solutions

Mr. Jim Mabry: Accessing and Managing Capital in the Bank Sector

Managing Director, Keefe, Bruyette & Woods

Ms. Beth Malone: Evaluating Property & Casualty Insurers

Managing Director and Senior Research Analyst, KeyBanc Capital Markets

Mr. Brad Ness: Advanced Bank Analysis: Earnings Quality and Risk

CEO and Portfolio Manager, Choral Capital Management

Mr. Scott Seifers: Introduction to Bank Analysis

Managing Director, Sandler, O'Neill and Partners

 

 

 

 

 

 

 

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F (434) 984-8038
E info@snlcenter.com

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