FINANCIAL POLICIES AND M&A STRATEGIES-2

This course is designed to familiarize the students to the core topics of corporate finance, financial management and financial policy. The emphasis will be on sustainable finance and sustainable value creation. A critical evaluation of models that evaluate projects solely from the perspective of one group of stakeholders has given way to alternative models that consider the interests of all stakeholders. This course will introduce the student to a systematic method of such analyses.

Prof. Ali Fatemi will give 10 seminars during the course:
Topic(s) Reading/Case
Introduction: Sustainable Value Creation A Primer on Sustainable Value Creation, Review of Financial Economics, September 2019
Responsible Asset Management Calvert Investments
Inclusive Finance & Economic Growth Ant Group Backed MYBank
Sustainable Portfolios Generation Investment Management
Creation of Value Tied to Solutions Tesla, Inc.
ESG and its Effect on Fundamental Value
Which Corporate ESG News does the Market React to?
Financial Analyst Journal, 2022
Sustainable Infrastructure Investments DC Water: Turning Sewers from Gray to Green
Negotiation Strategies in M&A HBO’s Succession
Estimating the Intrinsic Value Essential Coffee Group Australia
Strategic Considerations in M&A The Body Shop
ESG Compliance in Acquisitions Microsoft Acquires Activision
Challenges in Mergers & Acquisitions LVMH Möet Hennessy
Mergers and Acquisitions: A Managerial Perspective TBA
The Importance of Qualitative Factors Elon Musk’s Twitter Deal

REQUIRED TEXTBOOK:

Reading materials and cases listed on class schedule

This course uses a combination of lectures, class discussions, case analysis and presentations. It can best be described as an active method of learning. Students are expected to come to class having reviewed the material assigned for the day prepared to actively participate in the discussion of cases/topics assigned. Given the format, class participation is an indispensable part of the learning experience. Students are expected to actively participate in class discussions at all times. Therefore, it is imperative that all students have read the material assigned for the session and have performed the necessary analyses beforehand.

English