Excellence in Financial Training
Lucas and Associates is a financial learning and consulting firm,
created and managed by securities industry professionals.
Our principals have designed and delivered numerous interactive cutting edge and creative instructor led training (ILT) programs to the world’s largest universal banks, asset management firms, regulators, insurance firms, corporate banks and rating agencies.
With programs developed exclusively by industry practitioners, Lucas and Associates offers training across a wide range of topics from introductory courses to the most advanced and modern financial practices. Each course captures the latest changes in the regulatory environment, industry practices and capital markets innovations.
All our courses are distinguished by case-based study and our facilitators bring into the classroom a wealth of knowledge and expertise behind each topic to skillfully illuminate even the most complex concepts.
Combining our technical expertise and extensive training experience, we set the industry standard for the most relevant and practical training solutions across a broad spectrum of both corporate and regulatory agency needs.
In addition to our vast course list, our team can help customize the design and delivery of specialized programs to meet the specific learning and development needs of an organization.
Matt Porio, CFA, CTP
Matt has combined over 35 years of international capital markets experience with 14 years of corporate training and advisory engagements to become a lead facilitator in a number of financial topic areas. He started his Wall Street career with Salomon Brothers in the mortgage backed securities group and shortly thereafter became a Vice President of Global Markets at Chase Manhattan Bank. In 1996, he became the Chief Dealer at American Express Bank and in 2001 was promoted to Global Head of Markets. Matt was also Executive Vice President and Co-Head of Global Markets in the U.S. operations for the Bank of Ireland. As an active industry practicioner, in 2007 Matt founded Lucas & Associates, a training and risk advisory firm that has created financial and risk management solutions for over 50 corporations across a variety of industries in the U.S. and overseas.
Matt holds a BA (cum laude) in Economics from Duke University and an MBA in Finance from the Fuqua School of Business. He also holds an MLIS from St. John’s University and sits on numerous boards in the financial technology sector. Matt is a Chartered Financial Analyst (CFA), a Certified Treasury Professional (CTP) and holds an ACI Diploma.
He is also an adjunct professor of finance at Sacred Heart University and The University of Connecticut.
Ken Freeman, CFA
Ken began his career with Deutsche Bank working in the Media / Telecommunications Investment Banking Group where he focused on mergers & acquisitions. While at Deutsche Bank, Ken became proficient in modeling Leveraged Buyouts (LBOs), Discounted Cash Flows (DCFs), trading & transaction comparables and accretion / dilution analyses. He worked on parts of the $41 billion merger of Cingular / AT&T Wireless and the $6 billion merger of NTL / Telewest (the largest UK cable merger at the time).
After working on the sell-side, Ken moved to the buy-side with Value Architects Asset Management, a value-oriented hedge fund. While there, he analyzed both fixed income and equity securities for inclusion in the model portfolio, calculated performance of the portfolio and individual holdings and monitored holdings to determine if they should be increased, decreased, or divested. Part of monitoring the portfolio holdings involved in-depth financial statement analysis to justify continued inclusion in the portfolio.
Ken's modeling proficiency and experience resulted in him being chosen to create a Microsoft Excel modeling course at his alma mater, Rutgers University. This led to the creation of Financial Modeling for Corporate & Project Finance which he has taught to students in the MBA Program since 2012. The class covers the basics of layout and formatting, Microsoft Excel shortcuts, financial statement analysis, trend analysis, forecasting, trading & transaction comparables, and culminates in a Discounted Cash Flow valuation. He has also taught Advanced Corporate Finance Modeling, Investment Banking Analysis and Corporate Finance. Ken delivers Analyst & Associate training programs along with continuing education classes focused on modeling and valuation.
Ken graduated 1st in his class, summa cum laude, from Rutgers University with a BS in Finance and graduated 1st in his class, summa cum laude, from Boston University with a MS in Financial Management and a Concentration in Investment Analysis.
Licensures and Certifications:
Chartered Financial Analyst (CFA) charterholder, CFA Institute.
Accredited in Business Valuation (ABV), AICPA (American Institute of Certified Public Accountants)
Certified Valuation Analyst (CVA), National Association of Certified Valuators and Analysts (NACVA)
Client List: Barclays, BlackRock, CIT Group, Citadel, Citigroup, Deutsche Bank, GLG Credit, JP Morgan, Jump Trading, MetLife, PNC Bank, Prudential Financial, Prudential Private Capital (PPC), Royal Bank of Canada, S&P Global, SunTrust Bank, Webster Bank and Wellington Management.
Training Participant Quotes:
“Great instructor! Clear, easy to follow, and very knowledgeable. Loved the class!”
