Investment Banking

obligatory courses

Classroom

The aim of the course is to develop the student's research skills by equipping him with the tools necessary to conduct work in the field of investment banking. As part of the course, students perform analytical work using data available in financial databases.

1. Investment banking activities, review of financial markets

2. Application of mechanics and valuation techniques

3. Financial modeling and comprehensive valuation analysis

4. Equity Capital Markets

5. Debt Capital Markets

6. Initial Public Offering

7. Mergers & Acquisitions

8. Leveraged Buy Out

9. Investment bank

10. Hedge fund

11. Structured products

12. Advanced investment products

13. Practical examples

Patrycja Chodnicka-Jaworska, Piotr Jaworski, wrażliwość rynku akcji na publikacje danych rynkowych w czasie pandemii COVID-19, Wydawctwo Wydziału Zarządzania Uniwersytetu Warszawskiego, 2020;

Patrycja Chodnicka-Jaworska, Credit rating na rynku finansowym, PWE, 2019;

Zaleska M. (red.), Współczesna bankowość. Teoria i praktyka. Tom 1, Difin, Warszawa 2007.

Stachurska-Targosz J. (red.), Bankowość korporacyjna i inwestycyjna, WSB, Poznań 2005.

David T. Llewellyn, Reinhard H. Schmidt, Luisa Anderloni, Financial Innovation in Retail and Corporate Banking (New Horizons in Money and Finance), Edward Elgar Pub, 2009.

Alan G. Swankie, Corporate banking, Global Professional Publishing, 2017.

Choudhury M., Principles And Concepts Of Corporate Banking Hardcover, Cyber Tech Publications, 2012.

de Laurentis, Giacomo, Strategy and Organization of Corporate Banking, Springer, 2005

Joshua Rosenbaum, Joshua Pearl, Investment Banking: Valuation, LBOs, M&A, and IPOs, Wiley, 2022.

Giuliano Iannotta, Investment Banking, Springer-Verlag Berlin and Heidelberg GmbH & Co. KG, 2010.

After completing the course (lecture and classes), the student:

Knows and understands:

• S2_W01 - advanced terminology regarding the management of financial institutions (especially banks in the area of retail and corporate banking) in the discipline of economics and finance and in complementary disciplines (management and quality sciences, legal sciences). (K_W01)

• S2_W02 - advanced principles, procedures and practices regarding the management of financial institutions (in particular banks in the area of retail and corporate banking) (K_W02)

• S2_W03 - advanced economic theories and models relating to the management of financial institutions (especially banks in the area of retail and corporate banking) (K_W03)

• S2_W05 - advanced technological, social, political, legal, economic and ecological processes and phenomena and their impact on the management of financial institutions (in particular banks in the area of retail and corporate banking) (K_W05)

Can:

• S2_U01 - use the theory of the discipline of economics and finance and in complementary disciplines (management and quality sciences, legal sciences) to recognize, diagnose and solve problems related to the management of financial institutions (in particular banks in the area of retail and corporate banking), using the appropriate selection sources and adapting existing methods (K_U01)

• S2_U02 - correctly interpret technological, social, political, legal, economic and ecological processes and phenomena and their impact on the management of financial institutions (especially banks in the area of retail and corporate banking), using the appropriate selection of sources (K_U02)

• S2_U03 - independently and collectively prepare analyses, diagnoses and reports regarding the management of financial institutions (especially banks in the area of retail and corporate banking) and present them communicatively, also in English - using IT and communication tools (K_U03)

• S2_U04 - plan and organize your own and team work (K_U05)

• S2_U05 - has the ability to self-educate and improve acquired qualifications (K_U06)

Is ready to:

• S2_K01- assessment and critical approach to situations and phenomena related to the management of financial institutions (in particular banks in the area of retail and corporate banking) (K_K01)

• S2_K02 - compliance with professional ethical standards in the management of financial institutions (in particular banks in the area of retail and corporate banking) (K_K03)

Ongoing assessment (current preparation for classes and activity), mid-semester written tests in the form of tests (open questions, closed single- and multiple-choice questions) and oral answers, attendance control, group work during classes. A necessary condition for passing the exam is submitting the work done in groups and passing it.

Learning outcomes will be verified on an ongoing basis through tasks performed by participants and finally during the seminar.

• 10% work in classes,

• 50% group project;

• 40% final test

Lectures given by outstanding experts in a given field,

multimedia presentations,

Interactive group and individual exercises,

Consultations with practitioners,

Case studies