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Veritas Financial Group

Veritas Financial Group. Introduction to the Financial Universe Week 1 – Introduction to Banking. Introduction to the Course A few perspectives on finance The banking industry Very brief intro to the ‘markets’. Today’s Agenda. Introduction. David Snider MBA student at HBS

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Veritas Financial Group

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  1. Veritas Financial Group Introduction to the Financial Universe Week 1 – Introduction to Banking

  2. Introduction to the Course • A few perspectives on finance • The banking industry • Very brief intro to the ‘markets’ Today’s Agenda

  3. Introduction • David Snider • MBA student at HBS • Consulted at Bain & Company • Wrote, Money Makers: Inside the New World of Finance and Business • Worked in the private equity group at Bain Capital

  4. Course Goals • Core understanding of finance & markets • Interpreting current and past events + implications • Major participants • Relevance to economic patterns • Developing a familiarity with the “lingo” • What do the terms in the Wall Street Journal mean? • Developing a vocabulary to speak to people in finance • Positioning you for future opportunities • Do I want to work in business or finance? • If so, what areas are most interesting and aligned with my skills? • Framework for understanding ‘financial’ current events

  5. Course material • Weekly Presentations • Relevant Case Studies • Current overview: • Week 2: Mergers & Acquisitions (investment banking) • Week 3: Private Equity • Week 4: Hedge Funds • Week 5: Real Estate & Consulting • Week 6: Synthesis and the Financial Crisis • Week 7: Interview preparation

  6. Retail Banks Commercial Banks Introduction to the Banking System Investment Banks* Universal Banks

  7. A financial institution that helps facilitate capital market activities for clients (and often invests its own capital) • Acquiring debt for acquiring companies • Make an Initial Public Offering • Key divisions: • Investment banking • Sales and trading (and research) • Investment management What is an Investment Bank?

  8. Overview of the Capital Markets cash Corporation Investors securities reinvest Secondary markets dividends, etc. Cash flow tax Government

  9. In the News: European debt crisis

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