If you would like to take your understanding of financial modeling and the required skills to the next level and learn more about the financial services industry, then please join us in this upcoming distinguished speaker session with Dave Thomas, Principal at The Marquee Group.
Have you wondered what level of financial modeling skills is required to get started in Capital Markets? Have you wondered what companies look for in a candidate and how you can stand out from the crowd in this highly competitive industry? Have you wondered if your knowledge about modeling is keeping up with the industry standard? Dave will walk us through the mysterious jungle of financial modeling with live examples while sharing his insights and extensive experience in the industry.
Date: Saturday, August 20th, 2016
Time: 1:30pm – 4pm
Location: Room 2106, Sydney Smith Hall, University of Toronto, 100 St. George St.
Dress Code: Business Casual/Formal Attire
David’s talk will cover
- The importance of excel and modeling skills
- Live demonstration of selected modeling cases
- Insights from recruiters in Capital Market
- Advice on career development and progression
Biography of Dave Thomas
Dave Thomas is a Principal with The Marquee Group. He has extensive experience in the financial services industry including Investment Banking, Capital Markets and Private Banking. Prior to joining The Marquee Group, Dave was CEO and Director of a Caribbean-based private bank providing asset management, trust and corporate services for high net worth and corporate clients.
Previously, Dave worked in Investment Banking for over 10 years at BMO Capital Markets. While at BMO, he was a Director in Equity Capital Markets where he oversaw prospectus-offered retail structured products for the firm as well as numerous equity financings and initial public offerings. Prior to that role, he was a member of the Utilities Group and was involved in numerous financing and mergers & acquisition transactions including significant work in the renewable and alternative power sector.
Dave received his Master of Business Administration degree from the Ivey Business School and holds the Chartered Financial Analyst (CFA) and the Trust & Estate Practitioner (TEP) designations.”