Date: Wednesday, 15 April
Time: 6:00 AM West Coast | 9:00 AM East Coast | 2:00 PM London | 3:00 PM Frankfurt

Instructor: Alastair Matchett — Former J.P. Morgan

Endex is revolutionizing how analysts build financial models through agentic AI built specifically for investment banking workflows. This session covers:

• Three-statement model automation: Build integrated income statement, balance sheet, and cash flow statements faster with AI-guided formula logic
• Formula auditing and error detection: Identify circular references, broken links, and inconsistencies instantly
• Precedent transaction analysis: Pull and structure deal data from filings with in-line citations
• DCF model acceleration: Automate WACC calculations, terminal value builds, and sensitivity tables
• LBO model construction: Generate sources & uses, debt schedules, and returns analyses
• Model documentation: Auto-generate assumption logs and model commentary
• Quality control workflows: AI-powered cross-checks against Bloomberg/FactSet data

IB Analyst Use Cases: Building three-statement models from 10-Ks, constructing LBO models for PE pitches, automating DCF sensitivity analysis, auditing inherited models for accuracy, pulling comps data from public filings, generating valuation summary outputs for pitch books.

Date: Wednesday, 22 April
Time: 6:00 AM West Coast | 9:00 AM East Coast | 2:00 PM London | 3:00 PM Frankfurt

Instructor: Alastair Matchett — Former J.P. Morgan

Shortcut is the first AI superhuman Excel agent, scoring over 80% on Excel Championship problems in minutes, tasks that typically require an hour or more of manual work. Session coverage:

• Comps table automation: Extract financials from 10-Ks/10-Qs and structure trading/transaction comps
• Data extraction from PDFs: Pull financial tables from CIMs, investor presentations, and management decks
• Formatting automation: Apply house style to models, charts, and outputs with natural language commands
• Sensitivity table generation: Build two-way and multi-way sensitivity analyses for valuation outputs
• Chart and visual creation: Generate investment banking-quality charts (waterfalls, bridges, comps bars)
• Data consolidation: Merge financials from multiple sources and periods into standardized templates
• Scenario modeling: Automate base/bull/bear case switches and output summaries

IB Analyst Use Cases: Building trading comps tables from public filings, extracting financial data from CIMs and teasers, automating sensitivity tables for DCF/LBO models, creating valuation charts for pitch books, consolidating quarterly data into annual summaries, reformatting legacy models to house standards.

Date: Wednesday, 29 April
Time: 6:00 AM West Coast | 9:00 AM East Coast | 2:00 PM London | 3:00 PM Frankfurt

Instructor: Juan F. Cabrera, Ph.D., CFA — Former Merrill Lynch

Anthropic’s Claude is making significant inroads into banking, with leading institutions deploying autonomous agents for compliance, transaction accounting, and due diligence workflows. Training covers:

• CIM and management presentation analysis: Summarize 200+ page documents into key investment highlights
• Legal document review: Extract key terms from purchase agreements, credit agreements, and contracts
• Earnings call summarization: Pull key themes, guidance, and Q&A insights from transcripts
• Pitch book content generation: Draft company overviews, transaction rationales, and strategic alternatives
• Client communication drafting: Generate first-draft emails, memos, and committee materials
• Due diligence Q&A automation: Analyze management responses and flag inconsistencies
• Market research synthesis: Consolidate industry reports into executive summaries

IB Analyst Use Cases: Summarizing 300-page CIMs for internal review, extracting deal terms from legal documents, drafting pitch book company descriptions, analyzing earnings transcripts for sector updates, generating client email updates, synthesizing management Q&A responses, preparing investment committee memos.

Date: Wednesday, 6 May
Time: 6:00 AM West Coast | 9:00 AM East Coast | 2:00 PM London | 3:00 PM Frankfurt

Instructor: Juan F. Cabrera, Ph.D., CFA — Former Merrill Lynch

Rogo delivers real-time financial intelligence purpose-built for investment banking workflows, trusted by over 5,000 bankers at publicly-traded banks and mega-cap private equity firms. Training includes:

• Company profiling automation: Generate comprehensive target profiles with financials, ownership, and key metrics
• Comparable company analysis: Identify and screen peers based on sector, size, geography, and metrics
• Precedent transaction research: Pull M&A deal data, multiples, and transaction structures
• Earnings call analysis: Summarize management commentary, guidance, and Q&A themes
• Industry research acceleration: Synthesize market trends, competitive dynamics, and growth drivers
• Pre-meeting preparation: Generate client briefing materials with recent news, financials, and talking points

IB Analyst Use Cases: Building company profiles for pitch books, screening M&A targets for sell-side mandates, pulling precedent transactions for fairness opinions, analyzing earnings transcripts for sector coverage, generating industry overviews for management presentations, preparing pre-meeting briefs for senior bankers.

Date: Wednesday, 13 May
Time: 6:00 AM West Coast | 9:00 AM East Coast | 2:00 PM London | 3:00 PM Frankfurt

Instructor: TBC

Anthropic’s Claude now integrates directly with PowerPoint, enabling analysts to generate polished presentation decks from prompts, documents, and data. Building on the due diligence and research skills from Week 3, this session focuses on turning analysis into client-ready pitch books and presentations. Training includes:

• Pitch book generation from prompts: Create full pitch book drafts in PowerPoint directly from Claude, including company overviews, transaction rationales, and market context slides
• Document-to-deck conversion: Upload CIMs, research reports, or Word memos and have Claude extract key content into structured, formatted presentation slides
• Transaction structure and process slides: Generate M&A structure diagrams, deal timelines, and sources & uses slides with clean formatting
• Competitive landscape and market overviews: Build sector maps, competitive positioning slides, and industry trend summaries for management presentations
• Investment thesis one-pagers: Design executive summary slides and single-page investment highlights for client presentations and internal reviews
• Deck editing and reformatting: Upload existing presentations for Claude to restructure, update content, standardize formatting, and add new sections
• Iterative refinement workflows: Use conversational prompts to revise slide content, adjust messaging for different audiences, and produce multiple versions for senior banker review

IB Analyst Use Cases: Generating first-draft pitch books from deal memos and CIMs, converting research reports into formatted client presentations, building transaction structure and process slides for live M&A deals, creating competitive landscape decks for sector coverage, producing investment thesis one-pagers for internal review, reformatting and updating existing pitch decks for new mandates.

Date: Wednesday, 20 May
Time: 6:00 AM West Coast | 9:00 AM East Coast | 2:00 PM London | 3:00 PM Frankfurt

Instructor: Ricardo Flores — Former Goldman Sachs

ChatGPT has become an essential tool for investment banking analysts, accelerating research, drafting, and analytical workflows. Master advanced techniques:

• Financial statement analysis: Identify trends, anomalies, and red flags in 10-Ks and 10-Qs
• Valuation commentary generation: Draft DCF assumptions, comps analysis narratives, and valuation summaries
• M&A transaction rationale: Generate strategic rationale, synergy narratives, and deal structure explanations
• Industry research synthesis: Consolidate market reports into pitch book industry overviews
• Client communication drafting: Write email updates, meeting recaps, and deal status memos
• Investment committee materials: Draft IC memos, risk sections, and recommendation summaries
• Custom GPT workflows: Build firm-specific AI assistants for comps, models, and pitch content

IB Analyst Use Cases: Analyzing target financials for due diligence red flags, drafting valuation methodology sections for fairness opinions, generating strategic rationale text for M&A pitch books, synthesizing industry research for management presentations, writing client update emails, preparing investment committee recommendation memos.

Date: Wednesday, 27 May
Time: 6:00 AM West Coast | 9:00 AM East Coast | 2:00 PM London | 3:00 PM Frankfurt

Instructor: TBC

Microsoft 365 Copilot is embedded across the Office suite that investment banking analysts use every day, bringing AI-powered assistance directly into Outlook, Word, Excel, PowerPoint, and Teams. This session covers how to leverage Copilot across your daily workflows to save hours on correspondence, meetings, document review, and deliverable production. Training covers:

• Email and correspondence acceleration: Draft client updates, deal status emails, and internal memos in Outlook using Copilot prompts tailored to IB communication standards
• Meeting efficiency in Teams: Auto-generate meeting summaries, extract action items from deal calls, and draft follow-up notes from management presentations and client meetings
• Document summarization in Word: Summarize CIMs, credit agreements, and engagement letters; extract key terms and flag critical clauses without reading 200+ pages end to end
• PowerPoint pitch book drafting: Generate first-draft slides from Word content and data, reformat existing decks to house style, and create executive summary slides from lengthy reports
• Excel analysis assistance: Use Copilot in Excel to identify trends, generate formula suggestions, create pivot tables from raw data, and produce quick visualizations for internal review
• Internal knowledge retrieval: Search across SharePoint, Teams chats, and email threads to instantly surface prior deal precedents, past pitch decks, and relevant internal research

IB Analyst Use Cases: Drafting client update emails and deal status correspondence in Outlook, summarizing lengthy CIMs and credit agreements in Word, generating meeting recaps and action items from Teams deal calls, building first-draft pitch book slides in PowerPoint from Word memos, retrieving prior deal precedents from SharePoint and email archives.