GPP MeetingFall 2014

Department of Finance

Highlights

• Corporate Finance – Investment Banking, M&A, Consulting, Capital Planning, Project Management, Investor Relations

• Investments – Investment Management (mutual funds, hedge funds, private equity), Risk Management, Trading, Economic Analysis

• Energy• Insurance• Real Estate

Career Prep = General + Specialties

• Faculty have doctorates from: Chicago, Stanford, Northwestern, Michigan, NYU, LSE, and others

• Most of the senior faculty have previously taught at Top-10 business schools

• Clinical faculty are senior executives in the energy and the financial management industry (e.g., former Global Treasurer, Exxon-Mobil Chemicals).

Department of FinanceFaculty Facts

Department of Finance Faculty Facts

• Ranked #8 in the U.S. in terms of scholarly productivity by The Chronicle of Higher Education (2007)

• Produce research that is widely published in leading finance, economics and management journals.

• Faculty are frequently interviewed by the local, national and global news media to provide expertise on the economy, jobs and energy.

Curriculum Highlights

• Traditional “Finance” tracks: • Corporate Finance (financial management, controlling,

budgeting, etc.; mergers and acquisitions; private equity; investment banking; commercial banking)

• Investments and Capital Markets (pricing of securities: equity, fixed-income, derivatives, commodities, etc.; design and valuation of securities innovations; construction, management and performance evaluation of investment portfolios)

• Experiential learning: Cougar Investment Fund• Large (and growing) Energy Finance curriculum• Large (and growing) Real Estate Finance curriculum

Finance Course Structure

“Core”: Managerial Finance (6A35)

Valuation (7A10)Advanced Corporate

Finance (7A30), Mergers and Acquisitions (7A33)

Capital Markets (7A20)

Portfolio Theory and Practice (7A23)

Derivatives (7350,7351, 7397*)Fixed Income (7321); Fin. Innovations (7397*)

other Finance ElectivesEnergy Finance Electives

Real Estate Finance Electives

Investment Banking/Corporate Finance Internship Schedule

Course Sem

FINA 6A35 Managerial Finance Fall-1

FINA 7A10 Valuation Fall-2

FINA 7A30 Advanced Corporate Finance Spring-1

FINA 7A33 Mergers and Acquisitions Spring-2

Investments/Risk Management Schedule

Course Sem

FINA 6A35 Managerial Finance Fall-1

FINA 7A10 Valuation Fall-2

FINA 7A20 Capital Markets Spring-1

FINA 7A23 Portfolio Theory and Practice Spring-2

Special Programs & Focus Areas

• Cougar Fund (“Graduate Certificate in Financial Services Management”)

• Energy Finance Certificates (Graduate)• Real Estate Certificate• Numerous specializations in Finance are available

(typically require 3 electives in a designated area)

• Experiential learning• Student-managed investment fund• Assets under management currently over $9million• Overseen by faculty and professionals

• Powerful training for:• Valuation Skills• Investor and Customer Interface Skills

FSM Certificate / Cougar Fund

• Unique Curriculum• Combines high level finance and accounting training

with industry focus• Students take courses with top-level finance faculty

and senior executives from the energy industry

• Specialized skills:• Energy project evaluation and management• Valuation of energy firms and assets• Trading and risk-management• Oil & Gas accounting

Energy Certificates

• Corporate Financial Managers• FINA 7A10 (Valuation)• FINA 7A30 (Advanced Corporate Finance)• FINA 7A33 (Mergers & Acquisitions)

• Investment Banking • FINA 7A10 (Valuation)• FINA 7A20 (Capital Markets)• FINA 7A30 (Advanced Corporate Finance)• FINA 7A33 (Mergers & Acquisitions)• FINA 7326 (Private Equity and Investment Banking)• Cougar Investment Fund

Finance Career Tracks

• Portfolio & Money Management• FINA 7A10 (Valuation)• FINA 7A20 (Capital Markets)• FINA 7A23 (Portfolio Theory & Practice)• FINA 7A97 (Fixed Income)• FINA 7A97 (Personal Financial Planning)• Cougar Investment Fund

• Commercial Banking • FINA 7A10 (Valuation)• FINA 7A20 (Capital Markets)• FINA 7A30 (Advanced Corporate Finance)• FINA 7341 (Commercial Banking)

Finance Career Tracks

• Trading & Risk Management• FINA 7A10 (Valuation)• FINA 7A20 (Capital Markets)• FINA 7A23 (Portfolio Theory & Practice)• FINA 7350 (Derivatives I: Options)• FINA 7351 (Derivatives II: Forwards, futures, Swaps)• FINA 7397 (Financial Risk Management)

Finance Career Tracks