Corporate e private banking (2012/2013)

Teaching is organised as follows:
Unit Credits Academic sector Period Academic staff
MODULO I 6 SECS-P/11-FINANCIAL MARKETS AND INSTITUTIONS secondo semestre Emanuele Maria Carluccio
MODULO II 3 SECS-P/11-FINANCIAL MARKETS AND INSTITUTIONS secondo semestre Emanuele Maria Carluccio

Learning outcomes

Module: MODULO I
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The course analyses the main issues related to private and corporate banking.
The former aims at investigating advisory services for financial instruments offered to retail investors, the latter explores structured finance operations.


Module: MODULO II
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The course analyses the main issues related to private and corporate banking.
The former aims at investigating advisory services for financial instruments offered to retail investors, the latter explores structured finance operations.

Syllabus

Module: MODULO I
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PRIVATE BANKING
1.Regulatory context and actors of the advisory industry
2.Strategic asset allcoation theory
3.The main limits of models à la Markowitz and possible corrections
4.The risk profle of clients and the selection of the optimal portfolio
5.From benchmark to multimanager portfolios
6.the risk/return profile of the portfolio
7.Performance assessment


TEXTS:
Attending students: selected material submitted by the teacher.

Non attending students:
P. MUSILE TANZI (eds.), Manuale del Private Banker, 5° edition, Egea, 2007, chapters: 1, 2, 3, 4, 7.


Module: MODULO II
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CORPORATE BANKING
1.Venture capital
2.Private equity
3.Corporate finance and valuation
4.The role of mutual funds in the private equity industry
5.Leveraged-buy-out
6.Other corporate and investment banking services
7.Project finance


TEXTS:
Attending students: selected material submitted by the teacher.

Non attending students:
G. FORESTIERI (eds.), Corporate e Investment Banking, 4° edition, Egea, 2007, chapters: 4, 5, 6, 7, 9, 10, 11, 12, 17.

Assessment methods and criteria

Module: MODULO I
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Written exam.


Module: MODULO II
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Written exam.