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WSO Free Modeling Series - Now Open Through
August 31, 2026
9 Free Financial Modeling Lessons
Get instant access to lessons taught by experienced private equity pros and bulge bracket investment bankers including financial statement modeling, DCF, M&A, LBO, Comps and Excel Modeling.
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+Bonus: Get 27 financial modeling templates in swipe file
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It’s a way to build relationships / keep fund top of mind with CEOs that show up and upcoming players
Can be useful for fundraising or just to get a good sense of what peers are all doing in a short amount of time. A lot of the events we go to are because it’s cost of doing business to have a senior guy there.
I find them most useful for connecting with peers and what they’re doing vs actually generating new leads
It’s a week of concentrated in person business development… take your backlog of industry meetings there… how could it not be useful…. Just get source scrub and get your associate to parse the list and book a week of meetings and then load them in your CRM and keep in touch…
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