Fin689
Pace University
Lubin School of Business
Financial Analysis & Policy Dr. Raymond H. Lopez
FIN 689 Wednesday, 5:30-8:10 pm
Spring 2013 Midtown Center, NY
CRN#: 20448 914 422 416 rlopez@pace.edu
Course Objectives The primary objective of this course is to provide an integrated approach to financial analysis from the perspective of company managements. Financial strategies and their implications for enhancing shareholder value will be analysed using the case method. Students will be able to utilize and expand upon previously acquired skills in their MBA courses in general and their finance classes in particular. Critical operating and financial decisions cover the analysis of financial statements, calculation of cost of capital, generation of optimum capital structures for public and private firms, analyzing asset and firm valuations, corporate restructuring, evaluating potential merger and/or acquisition partners and capital raising strategies.
Prerequisites: Fin 647 or Fin 652 and 6 credits of advanced finance electives
Teaching Method This course uses a case study methodology. Students prepare each case so that they may participate in the classroom discussion and analysis of the decision faced by key managers in that firm. Each student will also participate in a group presentation and negotiation of a critical decision faced by a firm’s management. Individual grades will be given to each student, based on peer evaluations as well as the instructor’s assessment of their classroom performance
Section I Topic | Case | WEEK | Date Due | Introduction | Assessing a Company’s Future Financial Health | | | Estimating Funds Requirements (Financial Forecasting) | Stone Creek VineyardsToy World, Inc. | | | Managing Working Capital | Dell | | | | | | | Managing Short Term Assets & Liabilities | O.M. Scott and Sons
Lubin School of Business
Financial Analysis & Policy Dr. Raymond H. Lopez
FIN 689 Wednesday, 5:30-8:10 pm
Spring 2013 Midtown Center, NY
CRN#: 20448 914 422 416 rlopez@pace.edu
Course Objectives The primary objective of this course is to provide an integrated approach to financial analysis from the perspective of company managements. Financial strategies and their implications for enhancing shareholder value will be analysed using the case method. Students will be able to utilize and expand upon previously acquired skills in their MBA courses in general and their finance classes in particular. Critical operating and financial decisions cover the analysis of financial statements, calculation of cost of capital, generation of optimum capital structures for public and private firms, analyzing asset and firm valuations, corporate restructuring, evaluating potential merger and/or acquisition partners and capital raising strategies.
Prerequisites: Fin 647 or Fin 652 and 6 credits of advanced finance electives
Teaching Method This course uses a case study methodology. Students prepare each case so that they may participate in the classroom discussion and analysis of the decision faced by key managers in that firm. Each student will also participate in a group presentation and negotiation of a critical decision faced by a firm’s management. Individual grades will be given to each student, based on peer evaluations as well as the instructor’s assessment of their classroom performance
Section I Topic | Case | WEEK | Date Due | Introduction | Assessing a Company’s Future Financial Health | | | Estimating Funds Requirements (Financial Forecasting) | Stone Creek VineyardsToy World, Inc. | | | Managing Working Capital | Dell | | | | | | | Managing Short Term Assets & Liabilities | O.M. Scott and Sons