Expert-Led Financial Analysis Sessions
Join seasoned financial professionals as they share advanced insights, practical methodologies, and real-world case studies from decades of market experience.
Cash Flow Analysis Deep Dive
Led by Patricia Henriksen
Patricia breaks down complex cash flow patterns using real company data. You'll examine quarterly reports from three different industries and learn to spot the warning signs that traditional metrics often miss. This isn't theory - it's practical pattern recognition that takes years to develop.
- 2 hours intensive workshop format
- Live analysis of current market examples
- Q&A with industry veteran
- Downloadable analysis templates
Market Volatility Patterns
Advanced insights session
Understanding market behavior during uncertainty requires looking beyond standard indicators. This session explores behavioral patterns, institutional movements, and the psychological factors that drive major market shifts. We'll examine historical volatility cycles and discuss current market dynamics.
- Historical pattern analysis
- Behavioral finance principles
- Current market case studies
- Risk assessment frameworks
Corporate Debt Structure Analysis
Technical deep dive
Corporate debt structures reveal more about company health than most balance sheet items. This technical session covers covenant analysis, refinancing risks, and the subtle indicators that precede credit events. Perfect for those wanting to understand institutional credit analysis methods.
- Covenant analysis techniques
- Credit rating methodologies
- Refinancing risk assessment
- Industry comparison frameworks
Meet Your Session Leader
Patricia brings two decades of institutional finance experience to these intimate learning sessions, sharing insights typically reserved for professional circles.
Patricia Henriksen
Senior Financial Analyst & Former Investment Banking VP
Patricia spent fifteen years in institutional banking before transitioning to independent analysis. Her experience includes credit committee presentations, due diligence for major acquisitions, and crisis management during the 2008 financial downturn. She now shares these hard-earned insights through focused educational sessions.
Credit Analysis
Twenty years of experience evaluating corporate credit structures, from small business loans to billion-dollar syndications.
Market Research
Deep expertise in sector analysis, with particular strength in identifying emerging trends before they reach mainstream attention.
Risk Management
Practical experience managing portfolio risk during multiple market cycles, including the dot-com crash and financial crisis.
Upcoming Session Timeline
Each session builds on practical experience and current market conditions. Sessions are designed for professionals who want to go beyond basic financial analysis.
Cash Flow Mastery Workshop
Start with the fundamentals that matter most - understanding how money actually moves through businesses. Patricia will demonstrate analysis techniques using live company examples and walk through the red flags that standard textbooks don't teach.
Volatility Pattern Recognition
Build on cash flow knowledge by understanding how markets react to fundamental changes. This session covers the behavioral aspects of finance that drive major price movements and how institutions position themselves during uncertainty.
Advanced Credit Structure Analysis
The most technical session in the series, covering sophisticated credit analysis methods used by institutional lenders. Perfect for those ready to tackle complex corporate structures and understand what drives credit decisions at the highest levels.