教學大綱 Syllabus

科目名稱：創業投資管理

Course Name: Venture Capital Investment Management
  • 學年學期：113-1 Fall Semester, 2024
  • 科目代碼：357907001 Course No.357907001

修別：選

Type of Credit: Elective

3.0

學分數

Credit(s)

50

預收人數

Number of Students

課程資料Course Details
  • 開課單位：財管碩一、財管碩二 Course Department:Finance/M/1&2
  • 授課老師：林烱垚 Instructor: LIN JOUNG-YOL
  • 先修科目：無Prerequisite(N/A)
  • 上課時間：四EFG Session: thu18-21

課程簡介Course Description

This is a course to describe the alternative investment which is the asset management field can be differentiated from the traditional security investment theory that do only deal with the portfolio management and investment in stocks and bonds. The alternative investemnt so called multiasset investment involves the investment management of entrepreneurial venturing, buisness innovatin venturing, corporate venturing capital business, general venture capital investment, private equity business and the extensive hedge fund.

核心能力分析圖 Core Competence Analysis Chart

能力項目說明

    課程目標與學習成效Course Objectives & Learning Outcomes

    I.  This course is serving the aims of reaching the following outcomes:

    1.  It covers the major thought in financial academic logics and professional training guides in terms of investment theory, investment model, investment strategies and investment evaluation for the business of new start-up, corporate venturing, venture capital, private equity, and hedge funds
    2.  It explores critical developments of practical operations, evidences and cases that can grow students’ professional qualifications and capabilities.
    1.  It is obliging to bridge the gap between

    academic research knowledge and professional practical applications and understanding.

    I.  This course is serving the aims of reaching the following outcomes:

    1.  It covers the major thought in financial academic logics and professional training guides in terms of investment theory, investment model, investment strategies and investment evaluation for the business of new start-up, corporate venturing, venture capital, private equity, and hedge funds
    2.  It explores critical developments of practical operations, evidences and cases that can grow students’ professional qualifications and capabilities.

    3.  It is obliging to bridge the gap between

    academic research knowledge and professional practical applications and understanding.

    每周課程進度與作業要求 Course Schedule & Requirements

    教學週次Course Week 彈性補充教學週次Flexible Supplemental Instruction Week 彈性補充教學類別Flexible Supplemental Instruction Type

    Module 1   Entrepreneurship and new start-up firm venturing

    1.  Graham Friend and Stefan Zehle, Business Planning
    2.  Kathleen Allen, Entrepreneurship for Dummies,  
    3.  Bygrave, Corbett & Zacharakis, Entrepreneurship: Tools to Start Your Own Business, 2018  
    4.  Walter S. Good, Building a Dream, A Canadian Guide to Starting Your Own Business,  
    5.  John Bessant, Managing innovation, 2018
    6.  Graig L. Pearce, Josepha A. Maciariello, and Hideki Yamawaki, Drucker Difference

     

    Module 2    Venture capital funds

    1. George Wolff, The Biotech Investor’s Bible,
    2. Jos B. Peeters, William D. Bygrave, Michael Hay, The Venture Capital Handbook,
    3. Digital Deals, George T. Geis & George S. Geis
    4. Patrick H. Sullivan, Value-Driven Intellectual Capital
    5. Ruthamn Quindlen, Confessions of a Venture Capitalist       

    Christopher C. Golis, Enterprise and Venture capital, A business builder's and investor's handbook

     

    Module 3   Corporate Venturing

    1.  Paul Trott, Innovation Management and New Product Development
    2.  Mohan Sawhney, Ranjay Gulati Anthony Paoni, and the Kellogg Tech venture team, Tech-Venture
    3.  Corporate Venturing courses offered by NYU, Harvard, Stanford, lecturing outlines
    4.  Peter Krass, The Conference Board Challenge to Business
    5.  Market leadership, Strategic market planning driven for high tech business

     

    Module 4     Private equity funds

    1. Robert M. Fulmer, Marshall Goldsmith, Leadership Investment
    2. Hugh Davidson, The Committed Enterprise
    3. Peter Krass, The Conference Board Challenge to Business
    4. Laura D’Andrea Tyson, Trade conflict in High-Technology Industries
    5. PE spectrum LBO, definition, structure, implication, MBO, asset deals

     

    Module 5    Hedge Funds

    1. David Smith, SMMS (Single manager multiple strategies)
    2. David Smith, GAM – Multi-managers
    3. Investing in Hedge Funds: Investment Policy Implications
    4. SHERREE DECOVNY and CRRISTINE TACCHI, Investment strategies in Hedge Funds,
    5. Larry E. Swedroe, Jared Kizer, The Only Guide to Alterative Investments You’ll Ever Need
    6. Ted Caldwell, Hedge funds definition, implications, superior performance

     

    Course schedule 

                 Topic 1     Designing the phenomenal message (Part I)

                 Designing the phenomenal message (Part II)

                 Topic 2   Getting started in entrepreneurship

                 Topic 3   Developing your business concept

                 Topic 4   Getting ready to do a business plan

                 Topic 5   1).  Creating a business model 

    (designing, protecting and distributing products and services for a new marketplace)

     2).  Putting together the start-up team and creating a company (finding money to start, finding the right legal structure)

    3).  Growing a company (projecting financing and executing the offering campaign)

    Topic 6   Venture Capital operational strategies, process, and investment performance

             VC investments in Technology, digital and information networks as a core business model 

    Topic 7   Corporate Venturing (concept, operational models and practical applications)

    Topic 8   Corporate Venturing (strategic purposes, e- commerce cases review)

     

    Topic 9   Case reviews about venture capital and CVC

    Topic 10   The private equity fundraising

    Topic 11   The private equity investment policies and strategies

    Topic 12   The private equity investing and exiting  

    Topic 13   The private equity frontiers

    Topic 14   What is a hedge fund

    Topic 15   The management of a hedge fund

    Topic 16   Setting up investment strategies for a hedge fund

    Topic 17   Special considerations regarding hedge funds

    Topic 18   Final presentation and reports, Case studies about PE and HGF 

    授課方式Teaching Approach

    60%

    講述 Lecture

    0%

    討論 Discussion

    30%

    小組活動 Group activity

    10%

    數位學習 E-learning

    0%

    其他： Others:

    評量工具與策略、評分標準成效Evaluation Criteria

    Grading (100%)

        Attending the class and sharing your ideas 10%

        In class presentation, case studies 20%

        Mid-term presentations by groups 30%

        Final written examination and group presentation 40%

     

    指定/參考書目Textbook & References

    Uploading materials from websites and Google sources.

    Reading the materials from Financial Times and Wall street Journal

     

    已申請之圖書館指定參考書目 圖書館指定參考書查詢 |相關處理要點

    維護智慧財產權，務必使用正版書籍。 Respect Copyright.

    課程相關連結Course Related Links

    https://slideplayer.com/slide/5847039/

https://techcrunch.com/startups/

https://500.co/startups/

https://www.forbes.com/sites/natalierobehmed/2013/12/16/what-is-a-star...

https://www.forbes.com/sites/seanstonefield/2011/06/09/twenty-business...

10 Wildly Successful Startups and Lessons to Learn From Them https://www.inc.com/dave-kerpen/10-wildly-successful-startups-and-lessons-to-learn-from-them.html via @Inc

The top 17 startups to launch so far in 2017 
http://read.bi/2tnLJzH via @sai

Entrepreneurship, 4th Edition: Edition 4
Zacharakis William D. Bygrave Andrew C. Corbett  2016, 11, 18
Publisher：Wiley Global Education

    課程附件Course Attachments

    課程進行中，使用智慧型手機、平板等隨身設備 To Use Smart Devices During the Class

    需經教師同意始得使用 Approval

    列印