Expert-Led Financial Sessions
Learn from industry professionals who've shaped modern financial practice
Our expert sessions bring together seasoned practitioners who share real-world insights gained from decades of experience. These aren't theoretical discussions—they're practical workshops led by professionals who've navigated market complexities and built successful financial strategies.
Reserve Your Spot
Upcoming Expert Sessions
Each session is carefully designed around a specific financial discipline, with content developed by practitioners who've spent years mastering these areas. We keep groups small to ensure meaningful interaction and personalized guidance.
Advanced Financial Modeling Techniques
Led by Rhett Beaumont
Rhett brings fifteen years of experience building financial models for complex transactions. This session covers the modeling techniques he's developed working with private equity firms and corporate development teams.
- Dynamic scenario modeling for uncertain environments
- Cash flow forecasting with multiple variable inputs
- Risk assessment frameworks for investment decisions
- Model validation techniques used by institutional investors
Portfolio Risk Management Strategies
Led by Celeste Thornfield
Celeste managed institutional portfolios through three major market downturns. Her approach to risk management combines quantitative analysis with practical market wisdom gained from managing real money in volatile conditions.
- Stress testing methodologies for portfolio construction
- Correlation analysis during market disruptions
- Hedging strategies that actually work in practice
- Behavioral factors in risk assessment
Corporate Financial Analysis
Led by Barnaby Westbrook
Barnaby spent twelve years as a senior analyst at investment firms, evaluating companies across different sectors. His analytical framework has been refined through thousands of company assessments and real investment decisions.
- Financial statement analysis beyond basic ratios
- Industry-specific metrics that matter
- Red flags that standard analysis often misses
- Competitive positioning assessment techniques
Learn From Practitioners
Our instructors aren't academic theorists—they're professionals who've built their careers solving real financial challenges.
What sets our expert sessions apart is the caliber of people leading them. Each instructor brings a unique perspective shaped by years of practical experience. They've made the mistakes, learned the lessons, and developed the insights that only come from actually doing this work day after day.
The sessions are structured around case studies and examples drawn directly from their professional experience. You'll work through scenarios they've actually encountered, using the same analytical frameworks they've developed and refined over years of practice.
Real-World Experience
Every instructor has at least a decade of hands-on experience in their specialty area
Practical Frameworks
Learn the actual tools and processes used by financial professionals
Small Group Format
Limited to 12 participants per session for personalized attention
Case Study Approach
Work through real scenarios and challenges from actual professional practice