Investment banking 101 - Study guides, Class notes & Summaries

TRUE OR FALSE: A home and land should be recorded on the personal balance sheet at their original cost. - Answer False TRUE OR FALSE: All assets, regardless of category, should be recorded on your balance sheet at their current fair market value. - Answer False TRUE OR FALSE: Money I loaned to a friend is a liability on my balance sheet. - Answer False TRUE OR FALSE: You may be under-budgeting for food if you continually have monthly deficits in the food category. - Answer True Your ...

Investment Banks - Answer Raise debt and equity securities (IPOs, bond issues) Originate, underwrite, and place securities Give advice about M&A or restructuring Primary market Securities Firms - Answer Brokerage services or market making Secondary market What is a key difference between securities firms/investment banks and other financial institutions? - Answer They don't transform securities, they serve as brokers or intermediaries 8 Key activities of Investment Banks - Answer ...

1. SHV Share price + Dividends 2. How do you in- crease Earnings Per Share (EPS)? Increase net income 3. Revenues -Sales -Goods or services sold 4. Gross profit -Gross income -Gross earnings -Gross margin 5. Operating in- come 6. Income before taxes (IBT) -Operating profit -Earnings before interest and tax (EBIT) -Income before interest and taxes (IBIT) -Earnings before taxes (EBT) -Profit before taxes (PBT) 7. Net income (NI) -Earnings after taxes (EAT) -Profit after t...

Series 79 SEC Rule 14d-10 - correct answer provides for equal treatment of shareholders in a tender offer, and is also called the best price rule. A bidder is required to treat shareholders equally by making the offer open to all of them for the same period, and at the same price. An exception or safe harbor is granted for changes in comp arrangements for executives of the company provided that the arrangements are made by a majority of independent board members. The board will perform this fun...

Foundations of Financial Management 17th Edition pdf. Brief Contents PART 1 | INTRODUCTION The Goals and Activities of Financial Management 2 PART 2 | FINANCIAL ANALYSIS AND PLANNING Review of Accounting 26 Financial Analysis 58 Financial Forecasting 96 Operating and Financial Leverage 125 PART 3 | WORKING CAPITAL MANAGEMENT Working Capital and the Financing Decision 158 Current Asset Management 191 Sources of Short-Term Financing 227 PART 4 | THE CAPITAL BUDGETING PROCESS The Time...

1. define Globalisation the process through which nation- al economies, societies and cultures are becoming increasingly intercon- nected through global networks of trade, communication, transportation and immigration 2. where are levels of globalisation the highest 3. where are levels of globalisation the lowest 4. 3 Key Characteristics of Globalisa- tion between core countries, as a result of them having sorted out major do- mestic problems, giving them spare capacity to look to solve ...

Functions of a commercial bank - Answer collect deposits Make loans to businesses and individuals Provide accounts and cash management services Functions of an investment bank - Answer Helps companies issue debt and equity provides advice to companies regarding mergers, acquisitions, and sale of businesses Helps arrange financing for acquisitions Provides advice to companies involved in bankruptcy Makes markets in stocks, bonds, loans, and other financial products Glass-Steagall Act ...

5 most important accounting concepts you need to know - Answer 1. The 3 financial statements and what each one means 2. How the 3 statements link together and how to walk through questions where one or multiple items change 3. Different methods of accounting - cash-based vs. accrual, and determining when revenue and expenses are recognized 4. When to expense something and when to capitalize it. Not all expenses are created equal 5. What individual items on the statements, like Goodwill, Othe...

What is a bank? - Answer Banks serve as a financial intermediaries that receive funds from depositors & loan funds from borrowers Banks help - Answer lubricate the economy Banks provide - Answer security for depositors Banks earn a - Answer return for their stockholders Net interest income Non interest income Primary needs met by a bank - Answer conduct financial transactions provide access to credit facilitate investment of excess funds insure against loss Produ...