Financial Management

Sound financial practices and financial decision making are vital for the success of corporations, investment firms, and financial institutions.

Overview

Financial managers provide the analysis and strategic thinking that help organizations achieve their long-term goals. The Finance Management curricula provides you with a solid understanding of the fundamentals of this discipline, as well as specialized career opportunities.

Using a combination of theory and applied learning, you will come to understand the relationship between capital providers – the households that invest through stocks, bonds and derivatives – and capital markets (stocks and bonds) and capital users (firms). Using real world tools, such as stock price databases and spreadsheet analysis, you will see the application of theory in practice. The curriculum includes a stock market class in which students manage an investment portfolio on behalf of the college.

The program focuses mainly on Investment Finance and Corporate Finance. Upon graduation, students should have an understanding of how financial decisions affect the company’s overall value and success through real world problems, testing theories and managing stock profiles.

Curriculum

Full-time MBA Concentration

Required
MBA 521: Advanced Corporate Finance (3)
MBA 523: Investment Theory and Practice (3)
Electives (select two of the following)
MBA 524: Equity Valuation (3) *P
MBA 525: Taxes & Business Strategy (3)
MBA 526: International Finance (3)

Practicum courses are marked with *P

Professional MBA Depth Area

Suggested Electives
MBA 521: Advanced Corporate Finance (3)
MBA 523: Investment Theory and Practice (3)
MBA 525: Taxes & Business Strategy (3)
MBA 526: International Finance (3)
Suggested Practicum
MBA 524: Equity Valuation (3)

SunTrust Wolfpack Focus Fund

The SunTrust Wolfpack Focus Fund (the “Fund”) is managed by students in the Jenkins MBA program who are enrolled in MBA 524- Equity Valuation. The fund was set up using $100,000 donated by Central Carolina Bank, which was subsequently taken over by SunTrust Bank.

Portfolio Background

The portfolio intends to invest two-thirds of its assets in undervalued S&P500 stocks, and one-third in local stocks that are headquartered in North Carolina. The objective is to earn positive risk-adjusted returns. All investment decisions are made by student investment teams.

The steps of this approach are:

  1. Identify S&P500 and North Carolina stocks for analysis. Students are encouraged to use screens based on academic research to identify a subset of stocks for analysis.
  2. Perform rigorous security analysis using various valuation methods.
  3. Recommend which stocks the Fund should invest in.