OVERVIEW

The course introduces the knowledge of corporate lending and private banking. Students will deepen credit risk management issues, balance sheet analysis, corporate valuation, and the features of financial services to businesses as well as to high net worth individuals with complex needs.

AIMS AND CONTENT

LEARNING OUTCOMES

The course introduces the knowledge of corporate lending and private banking. Students will deepen credit risk management issues, balance sheet analysis, corporate valuation, and the features of financial services to businesses as well as to high net worth individuals with complex needs

AIMS AND LEARNING OUTCOMES

The main objectives of the course are: to understand the articulation of corporate and private banking activities; deepen the phases of the corporate financing process; illustrate the characteristics of the different methods of financing companies according to the phase of the life cycle they pass through; analyze and evaluate companies in view of a financing transaction; understand how project finance operations work; illustrate financial services for investors with high availability and complex financial needs.

At the end of the course, students will be able to:

- identify the financing methods most suitable for meeting the financial needs of a company

- evaluate the conditions of profitability, liquidity, solvency and solidity of a company, assuming the perspective of a potential investor

- present a company to potential investors

- identify the financial instruments that satisfy the complex needs of "private" customers

PREREQUISITES

Knowledge related to the Economics of Financial Intermediaries course is a highly recommended requirement.

TEACHING METHODS

Lessons by the teacher and by practitioners.

Students who have valid certification of physical or learning disabilities  and who wish to discuss possible accommodations or other circumstances regarding lectures, coursework and exams, should speak both with the instructor and with Professor Elena Lagomarsino (elena.lagomarsino@unige.it), the Department’s disability liaison.

SYLLABUS/CONTENT

PART 1: CORPORATE BANKING

• STARTUP AND SCALEUP FUNDING
• EQUITY MARKET OPERATIONS
• DEBT MARKET OPERATIONS
• CORPORATE LENDING

PART 2: PRIVATE BANKING

• DEFINITION AND REFERENCE MARKET
• STRUCTURED PRODUCTS
• INSURANCE INSTRUMENTS AND RETIREMENT PRODUCTS
• ALTERNATIVE INVESTMENTS
• FOREIGN EXCHANGE TRANSACTIONS

RECOMMENDED READING/BIBLIOGRAPHY

Materials are specified on the online portal Aulaweb.

TEACHERS AND EXAM BOARD

LESSONS

LESSONS START

First semester.

Class schedule

The timetable for this course is available here: Portale EasyAcademy

EXAMS

EXAM DESCRIPTION

Written examination. Foreign students can take the exam in English.

The students who fail the exam, can repeat it with no limitations.

ASSESSMENT METHODS

Students are evaluated through a written exam including open questions.

Students with disabilities, SLD or SEN
Students with disabilities, with SLD or with SEN are reminded that, to request exam accommodations, they must first upload their certification to the University website at servizionline.unige.it<https://servizionline.unige.it/>, in the “Students” section. The documentation will be checked by the University’s Services for the Inclusion of Students with Disabilities and with SLD.

At the beginning of the course, students are advised to contact the lecturer to agree on exam arrangements which, while respecting the learning objectives of the course, take individual learning needs into account.

To request compensatory tools or dispensatory measures, students with disabilities or SLD must fill in the dedicated Webform available athttps://unige.it/disabilita-dsa, at least 7 working days before the exam.

Students with SEN may instead send their request by e-mail to the lecturer, copying the Department Representative, Prof. Elena Lagomarsino, atinclusione.economia@unige.it<mailto:inclusione.economia@unige.it>, and the Inclusion Office atinclusione.studenti@info.unige.it<mailto:inclusione.studenti@info.unige.it>.

Requests from students will be assessed by the lecturer and may be approved or rejected.

FURTHER INFORMATION

The Course uses the online platforma Aulaweb to make teaching materials available to students and send messages regarding the Course.