
Top 5 Tips to Get Into IB
Are you looking to break into investment banking as your next career move? Join Alejandro A., a seasoned investment banking and private equity professional, for an exclusive session where he will share essential strategies to help you stand out in the highly competitive recruiting process. With over 10 years of experience, Alejandro has worked at prestigious firms like Goldman Sachs, where he served as an Investment Banking Associate, and at Fanatics, as Director of M&A. He also co-founded Harbor Street Capital, a private equity fund, and has mentored over 200 students who have gone on to secure positions at top firms such as Goldman Sachs, Evercore, JPMorgan, and Morgan Stanley. In this event, Alejandro will provide insider insights into how to successfully navigate the investment banking recruitment process and stand out as a top candidate.

Advanced IB Technicals
Are you ready to tackle the toughest technical questions in investment banking and private equity interviews? Join expert Leland coach, Max A., for an Advanced IB Technicals session. Whether you're a student, in the industry, or just trying to sharpen your technicals, come ready to discuss LBOs, NOLs, bond yields, and more. With over five years of experience mentoring 250+ aspiring finance professionals, Max has honed a deep understanding of what top banks and PE firms are looking for. His background includes roles at elite firms like Lazard, Qatalyst Partners, and Vector Capital Management, and he's currently pursuing an MBA at Stanford GSB and an MPA at Harvard Kennedy School. In this session, you'll dive into technical interview prep, mergers and acquisitions, and essential skill-building to ensure you're ready for anything. Whether you've stumbled on a technical question before or just want to sharpen your edge, this event is for you.

Introduction to Financial Statement and DCF Modeling
This is the only model you need to build out a generic three statement financial model with a discounted cash flow (DCF) model.

Intro to FIN Statement & DCF Models with Operating Rev Builds
This is the only model you need to build out a generic three statement financial model with a discounted cash flow (DCF) model. It also includes sample operating revenue builds, specifically in the restaurant industry and in telecom.

Introduction to LBO and DCF Combined Modeling
This is the only model you need to build out a combined DCF and LBO valuation analysis.

Introduction to Merger Model - Accretion Dilution Mini
This is an introductory model to Merger Model Analysis, also known as Accretion Dilution Model Analysis.

Introduction to LBO Modeling - Mini
This is a great introductory model to LBO analysis and if you need to do a quick and simple LBO model to see how the math works out.

Introduction to Merger Model - Accretion Dilution Full
This model walks through the process of building a full merger model focused on accretion and dilution analysis utilized in M&A transactions.

Introduction to LBO Modeling - Full
This is the only model you need to build out a full LBO model.

Intro to FIN Statement, Operating Rev, and Credit Modeling
This is the only model you need to build out a generic three statement financial model with a corresponding operating revenue build, followed by a credit analysis.

Investment Banking Technical Interview Guide
This resource provides a list of 50 difficult technical questions with detailed answers.

Breaking In and Breaking Through: IB Crash Course for International MBA Associates
Designed specifically for international MBA students targeting Investment Banking roles in the US, this hands-on bootcamp demystifies the IB recruiting process and sets you up for success from networking to technicals. The session is led by Yudhajit D., a former IB associate and TTS trainer, and focuses on high-leverage areas that international candidates must master early: Storytelling & Behavioral Mastery for non-US backgrounds Technical Prep That Works Under Pressure Navigating Work Authorization & Visa Concerns Confidently What Top Banks Really Look for in International Candidates Yudhajit will use real examples, interactive exercises, and common recruiting pitfalls to help you confidently position yourself as a competitive IB candidate from Day 1 of recruiting.

Back-to-School PE + IB Networking
Kick off the recruiting season with Max A. (Former Senior Associate @ Vector Capital Management) in this interactive networking-focused session for students interested in private equity and investment banking. Whether you're preparing for fall interviews or just getting started in the process, this workshop will help you build key relationships, ask the right questions, and make a strong impression. Max will share tactical tips on how to connect with professionals and stand out in coffee chats and info sessions—just in time for the start of the school year.

Intermediate Practice LBO Model
This case practice model is designed to assist lateral analysts targeting roles at middle-market private equity and investment banking firms.

Advanced Three-Statement DCF / LBO Case Study
If you are an Investment Banking Associate lateral hire, this downloadable resource should help you cover generally what you need to know for your interview case study.

Example Investment Banking Cover Letter: Summer Associate
Learn how to write a standout cover letter for your investment banking summer associate role and land that interview.

Example Investment Banking Resume: Summer Associate
See an example of an investment banking summer associate resume. Learn how to highlight relevant skills, academic achievements, and experience to secure a position at firms like Financial Technology Partners and RBC.

Resume Example - Consulting, IB, and Impact Investing
See how one Harvard grad highlights their work experience from management consulting to leading a $X00M+ impact investing firm.