The University of Delaware English Language Institute

What is the Program About? The objective of this program is to provide professional financial analysts with an orientation to global capital markets with an emphasis on North America. The program also features the ADR product covering both regulatory and marketing issues. This is supplemented by case studies of Warren Buffett and George Soros' strategies. Program content includes North American, other major markets and emerging capital markets, survey of information services, case studies of successful investors, American Depositary Receipts, simulations, corporate visits and business research projects. Classroom sessions will either be an informal seminar or workshop format. Seminars will deal with conceptual materials in an open discussion. Workshops indicate a session where participants will actually perform research or produce a presentation that will demonstrate the acquisition of crucial conceptual material. The third format will be corporate or site visits. These will include presentations from professionals in the area being underscored by the visit.

The program has two components:

1. Home country preparation and
2. the U.S.-based component.

Home Country

• Introduction to North American Equity Markets
• Other Markets: Bonds, Options, Currencies, Commodities and Real estate investment trusts

Delaware Program

1. Global markets & financial instruments
2. Securities Analysis
   1. Valuation (Graham-Dodd)
   2. Portfolio management
3. Information services
4. Case Study: Buffet
5. Case Study: Soros
6. American Depositary Receipts (ADRs)
7. Marketing ADRs
8. Ethics
9. Securities Marketing Practicum
   1. Report production
   2. SEC and marketing communications
   3. Press releases
   4. Conference call simulation
   5. Road show simulation

• The Federal Reserve (Washington and Philadelphia)
• Security and Exchange Commission (SEC)
• Regional brokerage
• Wall Street brokerage
• New York Stock Exchange (NYSE)
• Philadelphia Stock Exchange
• Delaware State Chancery Court
• Delaware Office of Incorporation
• Mutual fund company
• Rating organization ( e.g. Standard & Poors)
• Information services provider (e.g. Bloomberg)
• ADR custodian and investor relations firm

Dates

University of Delaware, July 6-31, 1998

Who should participate?

A company operating in today's global, interdependent economy needs managers who see their responsibilities from an international perspective. More specifically, a company that is involved in U.S. capital markets, either as an advisor to non-U.S. institutions and individuals or that is servicing non-U.S. companies in raising capital in U.S. markets through American Depositary Receipts (ADRs) will benefit from personnel who complete this program. Our goal is to provide cost-effective programs to help you develop this managerial perspective across business functions and from a strategic perspective. The Professional Financial Analysts' Program provides a framework for enhancing participant ability to make informed business decisions about issues facing management in the current global environment. This cross-cultural environment requires first class business communication skills in English.

Participants will be professional financial analysts from non-U.S. markets. It may be possible for an experienced private investor to participate.

The English Language Institute (ELI) works in partnership with client organizations to develop your program. Together, we assess client Business functions and Business English needs. The ELI has delivered entrepreneurship and small business development courses for clients in China and Bulgaria. A comprehensive list of references is available on the program brochure.

Faculty

The primary instructors are Business English professionals with graduate business training and hands-on business experience. Guest lecturers are drawn from the University of Delaware College of Business and Economics and the corporate community in the Boston-Washington corridor.

Location

The program will be based on the campus of the University of Delaware in Newark, a prime location, centrally located in the dynamic Boston-Washington corridor of the Northeast USA. Delaware is internationally known as the corporate state. This location affords unparalleled access for corporate and government field trips as well as convenient self organized trips. Newark is one hour from Philadelphia and Baltimore, two hours from New York and Washington. There is commuter rail service from Newark to Philadelphia.

Lodging choices are the University's luxury apartments (4 star equivalent) and local hotels. The university accommodation is within walking distance of the university and central Newark.

Costs

Costs depend on the configuration and features of a program.

Contacts

English Language Institute
University of Delaware
189 W. Main Street
Newark, DE 19716
USA

Tel. 1-302-831-2674
Fax 1-302-831-6765

E-mail:
[email protected]     James Slater

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