NYSSA Instructors

CFA Instructors

Professional Development

 

Erik Benrud, PhD, CFA, FRM, CAIA, is a clinical professor of finance at the LeBow College of Business at Drexel University and a professor at Peking University HSBC Business School in China.  He has also been on the faculty of the University of Virginia, the University of Baltimore and the American University in Washington, DC.  For 7 years, Dr. Benrud was a CFA Review Instructor for Kaplan/Schweser where he taught all 3 levels for the CFA Designation in their entirety, wrote material, produced videos, and worked with FRM and CAIA material.   Dr. Benrud has earned several teaching and research awards from AACSB accredited universities as well as recognition non-academic institutions. Dr. Benrud is a graduate of the University of Virginia where he received his PhD in Finance and Statistics.  In addition, he has earned the CFA, CAIA and FRM Designations, and he has passed the CFP exam. 

Haseeb Chowdhry, Instructor, Course Content Developer - Prior to joining Wall Street Prep, Haseeb was an Assistant Vice President in Barclays Wealth's Business Assessment & Strategic Analytics team, focusing on streamlining operations and increasing profitability for specific business lines. Prior to Barclays, he spent two years as an Investment Banking Analyst at Jefferies focusing on maritime, offshore and logistics companies, developing an expertise in unique LBO and capital raising structures. Immediately after graduation, Haseeb helped establish a financing subsidiary for Edible Arrangements International, Inc. Haseeb graduated from the Leonard N. Stern School of Business at NYU with a BS in Finance and Accounting. He currently holds both Series 79 and 63 licenses.
Dr. Carl Crego, CFAhas been helping his students reach their goal of earning the coveted CFA charter for the past 24 years. Crego has extensive experience in teaching all three levels of the CFA curriculum, including CFA exam review courses for the New York Society of Security Analysts (NYSSA), the Abu Dhabi Investment Authority, and Kaplan Schweser (Hong Kong). He also served as a technical editor for the content development of Kaplan Schweser CFA Level I Study Notes. Crego received his MBA and PhD from the George Washington University and taught undergraduate and graduate finance courses at Pace University for seven academic years. Crego received the Kenan Award for Teaching Excellence after only three years of teaching at Pace. He successfully got tenure in his sixth year at Pace. In the following year, he took a leave of absence to join the New York Society of Security Analysts (NYSSA) as Educational Consultant. Crego was one of the most popular instructors at NYSSA and helped develop their educational programs from short preview courses to a full range of continuing education and review courses, including the popular CFA review program. Prior to beginning his academic career, he served for six years as vice president for Rinfret Associates, an international economic intelligence firm headed by prominent economist Pierre Rinfret. He was deeply involved with country risk analysis studies whose content he then presented to clients.

Edward Ha, CFA, CIPM, is a senior business consultant at BI-SAM, a performance and attribution solutions company. Ha has an extensive background in the field of performance and risk attribution where he worked closely with fixed income portfolio managers at both GE Asset Management and PineBridge Investments. He led major projects such as the automation and daily reconciliation of hundreds of fixed income portfolios using Barclay’s POINT, but also the creation of a scorecard that is still being used by portfolio managers to discuss and promote their portfolios. Prior to joining the financial industry, Ha was a lean product/manufacturing engineer at Delphi Automotive, and an associate director in R&D Operations for Taro Pharmaceuticals. Ha holds an MBA from NYU Stern School of Business, a master’s in mechanical engineering from the University of Colorado, Boulder and a bachelor’s degree in thermoenergetics and propulsion from the Institut National Des Sciences Appliquées (INSA Rouen, France). Ha is a CFA charterholder and a CIPM certificant. He is the author of “A Case for Fixed Income Holdings-Based Attribution: Techniques for Achieving Cleaner Results” published in the Journal of Performance.

Paul Krikler currently coaches sell-side analysts in written and oral presentation skills. During his 21-year career at Goldman Sachs he worked mostly in research and spent nine years as an analyst covering the pharmaceutical sector. He was global head of content management as well as director of product marketing in Europe. He has extensive experience crafting reports and notes with analysts in all regions.  Prior to Goldman Sachs, he was a chartered accountant with PricewaterhouseCoopers. He graduated from Cambridge University.

Joel Litman is a managing director with Equity Analysis & Strategy, an international investment analysis firm that focuses on systematic methods for developing superior risk-adjusted returns. Previously he was with the HOLT group at Credit Suisse working with institutional money managers and hedge funds. Before that, he spent ten years in management consulting. He is a founder of The Center for Strategy, Execution, and Valuation in Chicago where he researched and co-developed the Return Driven Strategy™ business analysis framework, now employed in corporate planning, investment firms, and executive education programs around the world. He is a clinical professor of business strategy in DePaul University's Kellstadt Graduate School of Business where he was awarded the title of Daniel H. Seiden Adjunct Professor of the Year. He is co-author of the book, DRIVEN: Business Strategy, Human Actions, and the Creation of Wealth.

Susan Mach, PhD, is a communication coach, trainer and strategist. She is a partner in Mach Creative Services, a full-service communication firm. She has extensive corporate and global experience with clients such as AT&T, Center for Financial Training, Ford, Prudential, IBM, GE, Medco, U.S. Army Fort Monmouth, The Conference Board, Time Warner and Logical Design Solutions. She is also a communication career coach and teaches MBAs from all over the world at NYU Stern, Rutgers Business School and City University of New York.

Silab Mohanty, Instructor, Course Content Developer smohanty@wallstreetprep.com
Silab has held several prominent investment banking positions in New York, including Associate at JP Morgan, Vice President at Credit Suisse, and Director and Executive Director at UBS. Silab has worked on numerous M&A, financing, capital markets, leveraged buyout, restructuring, and cross-border deals. Prior to investment banking, Silab worked with multinational financial institutions, including Standard Chartered Bank, in corporate banking and structured finance in Asia.
Olinto

Peter Olinto, CPA (inactive), JD, has taught both CPA and/or CFA Exam Review courses, live and online, for the past twenty years.  While attending law school, Peter began his teaching career in the areas of SAT, LSAT, GMAT and CPA test preparation in the NYC area.   Since passing the first two levels of the CFA exam on his first attempt, Peter has taught level one and level two CFA classes in more then fifty cities around the world.  Videos featuring Peter teaching the CFA level I, level II and/or CPA review classes have been used by more than 300 universities, hundreds of accounting and/or financial services firms, and more than 100,000 successful CFA and/or CPA candidates from all over the world.  In addition to Peter's CFA and CPA teaching experience, he has worked as an auditor for Deloitte & Touche, as a tax attorney for Ernst and Young, and later spent nearly ten years teaching law, accounting, financial statement analysis, and tax at both the graduate and undergraduate levels at Fordham University’s business school. He earned his JD degree from Fordham University School of Law in 1995.

 

Merav Ozair, PhD, CPA, CQF, has over 12 years of business and consulting experience. Her work and expertise center on portfolio and risk management, volatility modeling, market microstructure, and execution risk. Her previous business experience includes developing business strategies to enhance business growth; evaluating the viability of potential public offerings; estimating the market value of business for M&A; performing fundamental and valuation analysis; developing models for performance attribution; and analyzing operating risk and risk management on a company’s level. Ozair has over 15 years of teaching experience and currently she teaches at the Finance and Risk Engineering (FRE) program at NYU – Market Microstructure, Econometrics, and Portfolio Management.  She earned her PhD in accounting and finance from Stern Business School at NYU, and her research interests include market microstructure and volatility modeling. She is also the founder of Mackabie Capital a consultancy that bridges fundamental and quantitative methods to enable money managers in their pursuit for better alpha generating strategies, risk control, and execution.

O. Nathan Ronen, CFA, is the lead CFA instructor at NYSSA and has helped over 20,000 candidates to pass the CFA exams. He has been teaching CFA Levels I, II and III for over 16 years and has a unique understanding of each level. Ronen’s knowledge and real-world finance experience helps bring the theory to life. Ronen worked as a supervisory analyst training government regulators, an accounting analyst, and a corporate finance analyst. His professional experience encompasses well-known organizations such as New York Life, NASD, and Salomon Brothers. Ronen has taught courses in finance and other investment-related subjects in Johns Hopkins University’s MBA program and at Strayer College. In addition to teaching CFA exam preparatory courses for NYSSA, he has taught for the Washington Society of Security Analysts and the Study Seminar for Financial Analysts (SSFA). Ronen has also taught in-house CFA seminars at Goldman Sachs, Merrill Lynch, Citigroup, and many other major financial institutions. He holds an MBA in finance and accounting from the University of Chicago.
  Jeff Schmidt, Instructor - Jeff’s diverse background includes equity research and corporate development, as well as restructuring and investment banking. Most recently, as an Associate at Tudor Pickering Holt & Co, he covered 20 diverse oil and gas companies with a combined market cap of over $300 billion. Prior to TPH, he covered more than 30 oil & gas companies while at Raymond James. He has been an instructor at Wall Street Prep since 2010, where he has conducted seminars for a variety of financial institutions, consulting firms, and corporations. Jeff has also taught at many of the top MBA programs, including Harvard Business School, The Wharton School, Columbia Business School, MIT Sloan School of Management and more. Jeff holds a BS from Texas A&M University, an MBA from the University of Houston, is a CFA charterholder and holds FINRA Series 7, 63, 79 and 86/87 licenses.

  
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