Forecast Sensitivity Modeling by The Marquee Group

Forecast Sensitivity Modeling by The Marquee Group

About The Marquee Group

The Marquee Group is the leading Canadian provider of financial modeling training programs at financial institutions, corporations, universities and professional societies. Since 2002, The Marquee Group has provided financial professionals with the tools they need to understand and master critical areas of financial modeling, valuation and analysis. The firm’s partners are Ian Schnoor, CFA, Tim Benson, CFA, Dave Thomas, CFA, and Jon Zelman. They have led courses in Canada, the United States, the United Kingdom, Australia and Mexico. They each have significant experience working in capital markets and a passion for teaching.

For more information: https://marqueegroup.ca/our-team/

 

Instructor

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Dave Thomas, CFA

Principal & Co-Head of Training

Dave is passionate about teaching and the industry-leading course content for which Marquee is known. When not in the classroom, Dave focuses on developing new courses, course customization for clients and other content development. Since joining Marquee in 2012, Dave has taught hundreds of courses including training programs for analysts and associates at the major banks, corporate business development and budgeting teams, undergraduate and post-graduate business students and legal professionals in Canada, the US, Mexico and China.

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. 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.

Dave received his Master of Business Administration degree from the Ivey Business School and holds the Chartered Financial Analyst (CFA) designation.

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