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Member Resources

Disclaimer: Some of the referenced resources are only available for paid subscriptions. Due to restrictions, we are unable to provide direct links for paid resources and encourage you to look at the official sources for potential subscriptions.

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Paid Subscriptions highlighted

Resources:

Daily newsletters:

Hedge Fund:

Quant:

Private Equity:

  • Breaking Into Wall Street

  • WSO / Wall Street Prep

  • Peak Frameworks | Private Equity, Hedge Funds & Finance Prep

Asset Management:

  • MorningStar Academy

  • CFA Curriculum

Wealth Management:

  • SIE (reach out to UFS exec for funding)

Investment Banking Resources:

IB Overview:

  • Mergers & Inquisitions: Investment Banking Blog

  • Street of Walls: Investment Banking Blog

  • The Lobby: Investment Banking Blog

  • Morgan Stanley: Quick Guide to Investment Banking

Investment Banking:

  • Street of Walls: Paper LBO (great for learning mechanics of LBOs by doing)

  • Multiple Expansion (collection of educational resources from several investment bankers and private equity professionals)

  • IBVine (quizlet for IB)

  • WSP Red Book: PDF

  • IB Short Guide: PDF

  • Peak Frameworks | Private Equity, Hedge Funds & Finance Prep

  • Investment Banking For Dummies

  • Wall Street Oasis (banking forum and free resources)

  • UNC Credit and Restructuring – Resources Tab

General Reading:

  • Bloomberg

  • DealBook

  • The Wall Street Journal

Fair Use: Copyright Disclaimer under section 107 of the Copyright Act 1976, allowance is made for “fair use” for purposes such as criticism, comment, news reporting, teaching, scholarship, education and research. Fair use is a use permitted by copyright statute that might otherwise be infringing. Non-profit, educational or personal use tips the balance in favor of fair use.

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