CFE Center for Financial Education SNL Center for Financial Education
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WHO ATTENDS
"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.

Analyist Training in Banks and Insurance is designed for:

  • Analysts and associates in equity or fixed income research, asset management or investment banking looking for a comprehensive introduction to the analysis of the bank, thrift and insurance industries.
  • Financial analysts, corporate development professionals and investor relations professionals at financial institutions and insurers seeking insight into the analysis of their own companies and techniques for evaluating their peers.
  • Regulators responsible for the banking or insurance sector.
  • Private equity, sovereign and hedge fund investors wishing to become familiar with the analysis of the financial services sector.
  • Lawyers, accountants and consulting associates who advise financial services clients.

This program presumes familiarity with basic accounting and finance concepts, including financial ratios and discounted cash flow analysis. Prior to the program, participants will receive materials for the program’s case studies, as well as reading for participants for who are new to the sector.

Past participating companies

A.G. Edwards & Sons, Inc.

A.M. Best Company

ABN AMRO Incorporated

Access National Bank

ACE Limited

AIG

Alaska Permanent Capital Management

Allstate Insurance Company

American Express Company

Ariel Capital Management

Arkansas Insurance Department

Aon Corporation

Bank of America Corporation

Bank of Scotland

BankAtlantic

Barclays Global Investors

Barington Capital Group

BB&T Corporation

Bear Stearns & Company

Bellerophon, LLC

Belvedere Capital Partners

BKD Financial

Boston Consulting Group

Bryn Mawr Capital Management

Capital Bank Corporation

Capital One Financial Corp.

Carson Medlin Company

Chubb Group

CIBC World Markets, Inc.

Cincinnati Financial Corporation

Citigroup, Inc.

CIVC Partners

Cohen Bros. & Company

Comptroller of the Currency

Countrywide Financial Corporation

Credit Suisse

Deloitte

Deutsche Bank

East West Bank

Employees Retirement System of Texas

Endicott Group

Endurance Capital

Ernst & Webb LLC

Federal Home Loan Bank

Federal Reserve Board

Ferris, Baker Watts, Inc.

Fidelity Investments

Financial Stocks, Inc.

Fifth Third Bancorp

First Manhatten Company

First Southwest Company         

Fitch Ratings

Fox-Pitt Kelton

Friedman, Billings, Ramsey & Company

FTN Midwest Research Securities Corp

FTN Financial Securities Corporation

GE Capital Corporation

Genworth Financial, Inc.

Goldman Sachs & Company

Greenleaf Financial Group

Hanmi Financial Corporation

Harris Nesbitt Corp.

Howe Barnes Investments, Inc.

HSBC USA, Inc.

IndyMac Bank

JCK Partners, LLC

JP Morgan Chase & Co.

John Hancock Financial Services

Juniata Valley Financial Corporation

Keefe, Bruyette & Woods, Inc.

Kestrel Investment Management Corp.

KeyBanc Capital Markets

LaSalle Bank NA

Legg Mason, Inc.

Lehman Brothers, Inc.

Liberty International Underwriters Canada

M&T Bank Corporation

ManuLife Financial

Margolin & Associates

Markel Corporation

Maverick Capital

MB Financial Bank

McKinsey & Company

Mendon Capital Advisors Corporation

Merrill Lynch & Company, Inc.

Metavante Corp

MetLife

Midwest Banc Holdings, Inc.

Moody’s Investors Service

Morgan Stanley

Morningstar, Inc.

Northern Trust Company

Nomura Research Institute of America

Office of Thrift Supervision

Osprey Partners Investment Management

Palo Alto Investors

PartnerRe Ltd.

PICC Property & Casualty Co.               

Piper Jaffray & Co.

PricewaterhouseCoopers LLP

Prudential Insurance Co.

Prudential Equity Group, LLC

Raymond James & Associates, Inc.

RBC Capital Markets

RBC Financial Group

Resource America

Robeco Institutional Asset Management

Robert W. Baird & Company

Rothschilds, Inc.

Royal Capital Management

Safeco Insurance Company of America    

Sandler O'Neill & Partners, L.P.

Sanford C. Bernstein & Company, Inc.  

Scott & Stringfellow

Scottish Re

SF Investments

Sheffield Asset Management

Small Business Administration

Société Générale

Sovereign Bank

St. Paul Companies, Inc.

Standard & Poor’s

Stanford Washington Research Group

State of Wisconsin Investment Board

Stifel, Nicolaus & Company, Inc.

SunTrust

Swiss Re

T. Rowe Price Associates, Inc.

Taconic Capital Advisors

TCF Financial Corporation

TIAA-CREF Investment Management, Inc.

Trust Company of the West

U.S. Bancorp

UBS Global Asset Management

UMB Financial Corporation

Union Bankshares Corporation

Vedder, Price, Kaufman & Kammholz

Wachovia Corporation

Wachovia Securities, LLC

Washington Mutual Bank

Wedge Capital Management

Wellington Management Company, LLP

Wells Fargo Bank

Wells Fargo Securities

Wilmington Trust Company

XL Capital, Ltd

CFE Contact Information
P (434) 951-7786
F (434) 984-8038
E info@snlcenter.com

One SNL Plaza
PO Box 2016
Charlottesville, VA 22902

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