Commonly Offered Courses

Module I: Global Economies & Markets
Students learn to analyze the global flows of capital, interest rates, exchange rates, and relative investment impediments or incentives. Topics covered include: overview of the capital markets, financial intermediation, institutions, major instruments, relative investment costs, IP, reading government statistics and financial news.

Module II: Accounting for Investment Bankers and Traders
Topics covered include: applying time vale of money principles to security pricing, financial planning, bonds, cost of labor, short-term and intermediate instruments, 3-statement financials, and discounted cash flow (DCF).

Module III: Corporate Finance, Valuation, M&A
Capital budgeting to maximize firm value, cost of capital, valuation methodologies, introduction to M&A.
While covering several functional areas, this course is the foundational quantative skills module for upper-level investment banking courses. By the end of the course, students have command of several different valuation methods, know when to use each, and are able to construct valuations independently using Excel. In the M&A portion of the course, students apply valuation techniques in a simulated, multi-round M&A negotiation with M&A executives.

Module IV: Advanced Topics in Capital Markets
This course is concerned with pricing and value capitalization. Dividends, senior and subordinate debts, firm value, pricing of stocks and bonds, equity, fixed income markets, cost of capital, and derivatives are covered.

Module V: Business Strategy & Opportunity Identification
Taught by successful entrepreneurs-in-residence, this course is highly hands-on and practical. After learning the principles of opportunity identification, students are required to conduct in-depth research of a local economy. Through indicators, students recommend a strategic course of action for an existing or start-up business. Principles covered include RD costs, Capex, and free cash flow strategies.

Module VI: Venture Capital and Private Equity
Topics covered in this course include: deal structuring: tax and legal considerations, value gaps, accounting implications, impact of LBOs on shareholders, applying LBO valuation models, trends in PE, and sovereign wealth funds.

Module VII: Trading – Hedge Fund Strategies and Prop Trading
Hedge funds and other forms of private equity can provide enormous reward, but come with equally large risk. As a new investment class, the number of people managing hedge funds is many times larger than the number of managers who are qualified, competent, and able to deliver true returns on your investment. Students are taught to understand what drives hedge fund performance, and how to maximize your returns while minimizing risk. Students are required to build a personalized, advanced trading platform by the module’s end.
This course teaches students to: Perform due diligence and avoid unnecessary pitfalls before investing, Invest strategically by understanding the risks and rewards of this investment class, Forecast market conditions and understand the current investing outlook, Articulate and reassess your personal or institutional investing strategy , Speak the language of hedge-fund and private equity professionals.

Module VIII: Institutional Sales and Trading

Module IX: Fixed Income and Equity Products
Topics include: Advanced transaction structuring issues,Valuation of fixed income securities. Bankl debt financing, and equity products. Instruments, interest rates strategies for portfolio management is covered.

Module X: Advanced Modeling for Investment Bankers
This course provides a rigorous course of study in valuation methodologies commonly encountered in investment banking. Through case studies, students learn to build models they will likely need to use in bulge-bracket and mid-market firms. Topics covered include: trading comps valuations, transaction comps valuations, CAPM, WACC, contingencies and constraints, and deal structure including LOI.

Module XI: Advanced Modeling for Traders & Hedge Fund Managers
This course will be highly case-study based. Students will learn to create and use models for security selection, hedging, and arbitrage.