Programs / School of Banking & Finance / NZ_011_Fundamentals of Investment Banking
School of Banking & Finance

NZ_011_Fundamentals of Investment Banking

BA
Instructor

Beltone Academy

Last Updated

July 20, 2025

0 /0

About Course

About the Program:

Program Overview

Investment banking is a type of banking that organizes large, complex financial transactions such as mergers or initial public offering (IPO) underwriting. These banks may raise money for companies in a variety of ways, including underwriting the issuance of new securities for a corporation, municipality, or other institution. They may manage a corporation’s IPO. Investment banks also provide advice in mergers, acquisitions, and reorganizations.

In essence, investment bankers are experts who have their fingers on the pulse of the current investment climate. They help their clients navigate the complex world of high finance.

Investment banking deals primarily with raising money for companies, governments, and other entities. Investment banking activities include underwriting new debt and equity securities for all types of corporations. Investment banks will also facilitate mergers and acquisitions, reorganizations, and broker trades for institutions and private investors. Investment bankers work with corporations, governments, and other groups. They plan and manage the financial aspects of large projects.

 

Investment Bankers provide a full range of corporate advisory services and direct lending solutions to middle market companies and their owners across all major industry sectors.

By the end of this This intensive and highly-structured 5-day program participants will be able to:

  • Provide the participants with an in-depth knowledge about the scope and trends of investment banking.
  • Comprehend the various approaches for raising funds in both mature and emerging markets.
  • Recognize the wide gamut of underwriting methodologies in both the Asian and international markets.
  • Clarify the mechanics and modus operandi of Initial Public Offerings (IPOs) and Private Placements.
  • Illustrate the theoretical and practical process of mergers and acquisitions.
  • Provide the participants with full coverage of the various traditional and contemporary methods and approaches for pricing and valuation.
  • Identify the scope of the new wave of instruments dubbed as alternative approaches for fund raising; i.e. Hedge Funds, Venture Capital, and Private Equity.
  • Comprehend the role of investment banking in asset management and its significance in Asian markets.
  • Corporate Finance Officers
  • Credit Managers
  • Treasurers
  • Assistant Treasurers
  • Finance Directors
  • Accountants
  • Traders
  • Dealers
  • Investment Managers
  • Mutual & Pension Fund Managers
  • Hedge Fund Managers
  • CEOs
  • CFOs
  • COOs
  • Lawyers
  • Systems Analysts
  • Product Development Managers
  • Product Designers
  • Financial Engineers
  • Derivatives’ Executives
  • Operations or Back Office Executives
  • Internal Auditors
  • External Auditors

Day1:

  • Introduction to Investment Banking
  • Underwriting: Structures & Legal Issues
  • Initial Public Offerings (IPOs)

 

Day 2:

  • Private Placements
  • Private Equity & Venture Capital
  • Alternative FundRaising Methods

 

Day 3:

  • M&A: Rationale and Raison D’être of Takeovers
  • Modes & Types of Mergers & Acquisitions

CASE STUDIES

  • Motives & Determinants
  • Mergers & Acquisitions Modus Operandi
  • M&A Structuring

Day 4:

  • Valuation

Day 5:

  • Asset Securitization
  • Creation of Synthetically-Securitized Products
  • Financial Engineering Principles

Derivatives & Risk Management

Face to Face

5 Days

Instructor Bio

BA
Beltone Academy
0 Rating 34 Programs 0 Learners

Date : 17/03/2025

This Program includes:
Duration 60h
Skill Level All Levels
Language English
... February 28, 2025
Certificate Yes
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