Behind the Balance Sheet

Any group size

Stephen Clapham

Behind the Balance Sheet specializes in providing courses designed to enhance investment skills for both private and institutional investors. The company is renowned for its expert-led online and in-person offerings, including a popular Forensic Accounting Course taken by over 400 institutional analysts and portfolio managers. Featured resources include free courses, videos, blogs, and newsletters, complemented by insights from industry professionals through podcasts and articles. The company gains credibility from founder Steve's background in multi-billion hedge funds and influence in media like FT Alphaville and Citywire.

1 to 10

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More than a week

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Less than a week

One day

Bespoke, as required

Specific scheduled dates

Specific dates on a repeating basis

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Virtual - On-demand learning

Hybrid / blended

Virtual Instructor-Led Training (VILT)

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Up to 30

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Analyst

Associate

Director

Partner

Manager

Non Financial Manager

Graduate

Board level - C-suite

USA (West Coast)

USA (East Coast)

USA (Other)

Asia

Europe

Australasia

India

Canada

Default Trainer for Behind the Balance Sheet

Initial Public Offerings (IPOs)

Synergy Analysis

Options

Credit Derivatives

Swaps

Risk Management

Liquidity

Merger modeling

Sectoral research

Hedge Funds

Structured Finance

Cash flow

Financial Statement Analysis

International tax planning

Derivatives

ECM (Equity Capital Markets)

Leverage

Sensitivity analysis

Accounting

Accounting Standards

Banking

Computerised accounting

Bank credit analysis

Bookkeeping

Banking operations

Basel

Corporate finance

Corporate Finance Advisory

Bonds (Fixed Income)

Credit Default Swaps

Anti Money Laundering (AML) and Know Your Customer (KYC)

Budgeting

Capital markets and securities issuance

Capital adequacy

Capital markets

Capital Structure Analysis

Compliance

Securities and derivatives trading

Secondary Market and Block trades

Securitisation

Valuation Techniques

Valuation

Underwriting

Stocks

Trade settlement

Three statement modelling

DCF (Discounted Cash Flow) modeling

Debt Underwriting

Risk

DCM (Debt Capital Markets)

Cybersecurity and financial crime prevention

Debt and Equity Capital Markets

Enterprise Risk Management

Structuring

Shares

Regulatory Compliance

Mergers and Acquisitions

Mergers

Operational Risk

Private Equity

Non bank Financial Institutions

Precedent Transaction Analysis

Internal Controls

LBO (Leveraged Buyout) modeling

M&A analysis and execution

Management accounting

International finance

Equity

Introduction to Financial Services

Macroeconomic analysis

Investment

Investment Banking

Due Diligence

Finance for non Financial managers

Financial Analysis

Financial Modelling

Financial reporting

Financial Risk Assessment

Forecasting

Interest rate risk management

Fraud prevention and detection

Front, middle and back office

GAAP

Islamic Banking and Finance

Structured products

Economics

General Finance

IFRS

Market Risk

Discounting

Leveraged Finance

Inflation modelling

Interest Rate Swaps

Discounted cash flow

Interest Rate Derivatives

Full course design

Stephen (Steve) Clapham is the founder of Behind the Balance Sheet, an investment research and training consultancy, which produces bespoke research and runs training courses for a select group of institutional clients. Steve’s Forensic Accounting Training Programme is unusual in that it looks at the issue of financial manipulation from a practitioner’s perspective, and has over 150 real life examples of accounting chicanery from around the world. His online school for private investors is unique in offering a 12 month programme for would be equity analysts.

Steve spent some 20 years as an equity analyst at different investment banks, covering various sectors, and was consistently rated in the top 10 in his sector in Extel, II and Reuters surveys. He moved to the buy-side in 2005 and was a partner and head of research at two multi-billion dollar hedge funds; he specialised in using a deep dive research approach to identify special situation opportunities. Steve spent some 20 years as an equity analyst at different investment banks, covering various sectors, and was consistently rated in the top 10 in his sector in Extel, II and Reuters surveys. He moved to the buy-side in 2005 and was a partner and head of research at two multi-billion dollar hedge funds.


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