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.

Analyst 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

ACE Limited

Alaska Permanent Capital Management

AllianceBernstein

Allied Capital

Allstate Insurance

American Express

Aquiline Holdings

Ariel Capital Management

Arkansas Insurance Department

Aon

Bank of America

Bank of Scotland

Bank of the West

BankAtlantic

Bank Resources

Barclays Global Investors

Barington Capital Group

BB&T

Bellerophon

Belvedere Capital Partners

BKD Financial

BNP Paribus

Boenning & Scattergood

Boston Consulting Group

Brahman Capital

Bristlecone Value Partners

Bryn Mawr Capital Management

Canyon Partners

Capital Bank Corporation

Capital One Financial .

Carson Medlin Company

Caryle Corporation

Century Capital

Chaffe & Associates

Chase Investment Counsel

Chubb Group

CIBC World Market

Cincinnati Financial Corporation

Citigroup

CIVC Partners

Cohen Bros. & Company

Comptroller of the Currency

Cougar Trading

Countrywide Financial

Credit Suisse

D.A. Davidson & Co.

Deloitte

Deutsche Bank

DMCK, Inc.

Dupont Capital

East West Bank

Eaton Vance

Edward Jones & Company

Employees Retirement System of Texas

Endicott Group

Endeavour Capital Partners

Endurance Capital

Ernst & Webb

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 Financial Securities

GE Capital Corporation

Genworth Financial

Goldman Sachs & Company

Great Oak Advisors

Greenleaf Financial Group

Greenwixh Capital Markets

Guaranty Bank

Hales & Company

Hanmi Financial

Hanover Insurance Group

Harris Banks

Harris Nesbitt

Hartford Insurance Group

HBK Investments

Helaba

Howe Barnes Investments

HSBC USA

Ivory Capital Group

JCK Partners

JP Morgan Chase & Co.

John Hancock Financial Services

Juniata Valley Financial Corporation

Keefe, Bruyette & Woods, Inc.

Kestrel Investment Management.

KeyBanc Capital Markets

Kingdon Capital

Koch Asset Managment

Legg Mason, Inc.

Liberty International Underwriters Canada

M&T Bank

ManuLife Financial

Margolin & Associates

Markel Corporation

Marquette Bank

Maverick Capital

MB Financial Bank

McKinsey & Company

Mendon Capital Advisors

Merrill Lynch & Company

Metavante Corp

MetLife

Midwest Banc Holdings

Moody’s Investors Service

Morgan Keegan & Company

Morgan Stanley

Morningstar

Northern Trust Company

Nomura Research Institute of America

Office of Thrift Supervision

Osprey Partners Investment Management

Palo Alto Investors

PartnerRe

PICC Property & Casualty               

Piper Jaffray & Co.

PricewaterhouseCoopers

Prudential Insurance.

Prudential Equity Group

Raymond James & Associates.

RBC Financial Group

Republic Bank & Trust

Resource America

RMR Advisors

Robeco Institutional Asset Management

Robert W. Baird & Company

Rothschild, Inc.

Royal Bank of Scotland

Royal Capital Management

Safeco Insurance Company    

Sandler O'Neill & Partners

Sanford C. Bernstein & Company  

Scott & Stringfellow

Scottish Re

SF Investments

SFRi

Sheffield Asset Management

Small Business Administration

Société Générale

Sovereign Bank

St. Paul Companies

Standard & Poor’s

State of Wisconsin Investment Board

Stephens Inc.

Stifel, Nicolaus & Company.

SunTrust

Swiss Re

T. Rowe Price Associates

Taconic Capital Advisors

TCF Financial Corporation

TD Bank Financial Group

TIAA-CREF Investment Management, Inc.

Trust Company of the West

U.S. Bancorp

UBS

UMB Financial Corporation

Union Bankshares Corporation

UnionBanCal Corporation

Vedder, Price, Kaufman & Kammholz

Wachovia Corporation

Washington Research Group

Wedge Capital Management

Wellington Management Company, LLP

Wells Fargo

Wilmington Trust Company

XL Capital

Zions First National Bank

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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