Investment Banking Course-Powerpoint Presentations

Investment Banking Course Outline

Module 1: Introduction to Investment Banking

• Overview of Investment Banking
  • Definition and key functions
  • History and evolution of investment banking
  • Difference between commercial banking and investment banking
• Types of Investment Banks
  • Full-service investment banks
  • Boutique investment banks
  • Regional investment banks
• Key Departments in Investment Banks
  • Mergers & Acquisitions (M&A)
  • Capital Markets (Equity, Debt, and Leveraged Finance)
  • Trading & Brokerage
  • Research and Asset Management

Module 2: Financial Markets and Instruments

• Introduction to Financial Markets
  • Capital markets vs. money markets
  • Primary vs. secondary markets
• Types of Financial Instruments
  • Equity securities (stocks, IPOs)
  • Debt securities (bonds, fixed income)
  • Derivatives (options, futures, swaps)
• Role of Investment Banks in Financial Markets
  • Underwriting
  • Market making
  • Securities trading

Module 3: Capital Raising

• Equity Financing
  • Initial Public Offering (IPO) process
  • Follow-on offerings (FPOs)
  • Private placements
• Debt Financing
  • Bonds and fixed income instruments
  • Syndicated loans
  • Structured finance (CMBS, RMBS, ABS)

Module 4: Mergers and Acquisitions (M&A)

• Overview of M&A
  • Types of mergers (horizontal, vertical, conglomerate)
  • Acquisitions and takeovers
• M&A Process
  • Deal sourcing and target identification
  • Due diligence and valuation
  • Negotiation and deal structuring
  • Post-merger integration
• Valuation Techniques
  • Discounted cash flow (DCF)
  • Comparable company analysis (Comps)
  • Precedent transactions analysis

Module 5: Underwriting and Syndication

• What is Underwriting?
  • Role of underwriters in securities issuance
  • Risk management in underwriting
• Syndication Process
  • Forming underwriting syndicates
  • Types of underwriting (firm commitment, best efforts)
• Agreements among Underwriters
  • Eastern vs. Western agreements
  • Allocation of risk and reward

Module 6: Financial Modeling and Valuation

• Introduction to Financial Modeling
  • Purpose and types of financial models
  • Excel modeling techniques
• Three Financial Statements
  • Income statement
  • Balance sheet
  • Cash flow statement
• Valuation Techniques
  • Multiples valuation (P/E, EV/EBITDA)
  • Asset-based valuation
  • Leveraged buyouts (LBO) modeling

Module 7: Investment Banking Regulations and Ethics

• Key Regulations
  • Dodd-Frank Act
  • Volcker Rule
  • Sarbanes-Oxley Act (SOX)
• Ethical Issues in Investment Banking
  • Insider trading
  • Conflict of interest
  • Corporate governance
• Compliance and Risk Management

Module 8: Sales and Trading

• Sales in Investment Banking
  • Role of sales teams
  • Institutional vs. retail clients
• Trading in Financial Markets
  • Market-making vs. proprietary trading
  • Equity, fixed income, and derivatives trading
  • High-frequency trading (HFT) and algorithmic trading
• Order Types and Trading Strategies
  • Market, limit, stop orders
  • Arbitrage and hedging strategies

Module 9: Asset Management and Wealth Management

• Introduction to Asset Management
  • Role of asset managers
  • Investment vehicles (mutual funds, ETFs, hedge funds)
• Portfolio Management
  • Asset allocation
  • Risk-return tradeoff
  • Portfolio rebalancing
• Private Wealth Management
  • High-net-worth clients
  • Customized investment solutions

Module 10: Investment Banking Careers

• Career Paths in Investment Banking
  • Analyst, Associate, VP, Managing Director
  • Buy-side vs. Sell-side roles