Mutual Funds Tutorial by sii84458

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									                                The
            ATExcelixi (ATEbank Group of Companies) –
                     University of Indianapolis
                The 1st Executive MBA Summer School
                           2 – 28 June 2008
                            Athens, Greece

             “Investments - Effective Methods to Evaluate Portfolios”
                                    June 2 - 14

Through an in-depth study of portfolio theory and asset-pricing models, participants will
acquire the analytical skills necessary to conduct effective valuations of equities, fixed-
income securities, and alternative investments. This exploration will lead to an
understanding of the concept of portfolio management and the importance of
diversification in controlling portfolio risk.

New concepts are also introduced, explained and discussed in the context of security
valuation and banking portfolio management, bonds derivatives and subprime loans,
equities, mutual funds and portfolio theories.

                                       Methodology
Participants will be required to complete weekly group assignments using spreadsheets and
internet based applications to facilitate the process of investment research and banking
portfolio management.

                                    Course Objectives
Participants will enhance their banking skills & develop a sound understanding of how to:
    Apply portfolio theory to the creation of an efficient portfolio
    Perform market research and security valuation
    Evaluate portfolio performance
    Manage a portfolio given specific risk parameters
                                       Time Table

Week 1:      Monday – Thursday, from 17.00 – 21.30, (18 hours)
             Financial Market Issues, Securities Trade, Mutual Funds, Investment Process,
             Efficient Market Hypothesis, Financial Statements Analysis, Bond and Equity
             Valuation

Week 2:      Monday – Thursday, from 17.00 – 21.30, (18 hours)
             Options and Futures, Efficient Diversification, CAP Model
             International Diversification and Performance Evaluation Review
Credits:     3 transferable
Cost:        3.500€

                                        Fee includes
Course fees for tutorial and materials, Accommodation for 14 nights,
Breakfast and a meal per day, Coffee and refreshments, Cultural- Business & Networking
oriented visits and activities.

A social program is designed for accompanying persons. Details will become available to
applicants.

                “Strategic Analysis and Ways to Improve Efficiency”
                                    June 16 - 28

The course will focus on providing experience in the strategic management process
including strategy formulation, implementation, management and evaluation.

It will further provide a broad overview of both strategic management theories and
concepts and skill development within a dynamic team-based learning environment. The
objective is to allow participants to integrate their business knowledge of the fundamental
management disciplines together with up to date practical business.

The course integrates knowledge and methods while developing analytical and decision-
making skills through the use of a business simulation.

                                      Methodology

The two weeks session will involve the extensive use of a computer-based simulation.

                                  Seminar Objectives

Participants develop a sound understanding of how to:
    Develop an experiential understanding of the strategic management process
    Practice strategic thinking and decision-making processes in the executive
        leadership/management role


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      Conduct a situational analysis including both internal and external influences
      Analyze various bank strategies and create a strategic business plan
      Explore the interrelatedness of key functional areas within financial organizations
      Help others to promote a long-term, positive, friendly, and supportive atmosphere
       by discussing issues, exploring alternatives and reaching consensus within a
       dynamic team-based learning environment

                                       Time Table

Week 1:      Monday – Thursday, from 17.00 – 21.30, (18 hours)
             Overview, Essentials of Strategic Management

Week 2:      Monday – Thursday, from 17.00 – 21.30, (18 hours)
             Business Plan and Implementation Plans, Performance, Revised and Conclude
             of Business Plan

Credits:     3 transferable
Cost:        3.500€

                                        Fee includes
Course fees for tutorial and materials, Accommodation for 14 nights,
Breakfast and a meal per day, Coffee and refreshments, Cultural- Business & Networking
oriented visits and activities.

A social program is designed for accompanying persons. Details will become available to
applicants.




                                           -3-
                                          ANNEX
               The University of Indianapolis and its Athens Campus

History

Founded in 1902, the University of Indianapolis (UINDY – www.uindy.edu) is a not-for-
profit, comprehensive, co-educational University located in
the capital city of Indianapolis, Indiana. To facilitate the
ever-growing global community, the University of
Indianapolis offers courses leading to Bachelor and
Master degree programs at the University's Campus in
Athens, thereby increasing students’ exposure to cultural diversity through faculty and
student exchanges.

The Athens Campus

The University of Indianapolis, Athens (UIndy, Athens – www.uindy.gr), located at the foot
of the Acropolis, was chartered in 1989, with the purpose of offering a quality American
education in Greece. Since its inception, the University has grown to become one of the
leaders in higher education in Greece. Its programs are, and will continue to be, designed
to offer tomorrow’s leaders effective solutions in a professional environment. It is unique in
that it is the only wholly owned branch campus of a U.S. university operating in Athens.
The University of Indianapolis, Athens offers 39 undergraduate programs and 10 graduate
programs in Athens.

The University of Indianapolis, Athens is accredited by the North Central Association of
Schools and Colleges, and is also a founding member of the Association of American
Colleges in Greece (AACG).

Further, prestigious accreditation bodies in their respective field accredit the various
schools/departments of the University of Indianapolis. For instance, the Association of
Collegiate Business School and Programs (ACBSP) accredit the School of Business and the
American Psychological Association (APA) the Doctoral program of the School of
Psychological Sciences.




                   The University of Indianapolis Cultural Center in Plaka



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                                        ATExcelixi
                              Training & Conference Centre
                             (ATEbank Group of Companies)


The Agricultural Bank of Greece is one of the oldest and historical financial institution in
Greece. It was established in 1929 and until the early 1990s, it operated as a specialized
financial institution on behalf of the Greek state to support the development of the
country’s agricultural sector. In 1991, the Bank became a societé anonyme. In 2000 it was
listed in the Athens Stock Exchange and is one of the FTSE/Athens 20 Index companies.
ATEbank is at the head of a dynamic, integrated group of financial companies. It
employees, more than 6000 qualified stαff and operates one of the most extensive network
of branches. Its financial affiliates include: ATE Insurance, ATE Leasing, ATE Cards, ATE
Brokers, ATE Technical Services, ATE Rent and the First Business Bank. Today, the
ATEbank group of financial companies, in Greece, Romania and Serbia, provides a full
spectrum of financial products and services to individuals and companies.

ATExcelixi S.Α, is the newest company of the ATEBank Group in Greece. It is a
multifunctional Residential Conference & Training center that combines the convenience of
a hotel with the advanced facilities of a first class meeting and training venue. Ιt is situated
20 kms north of Athens, in the elegant suburb of Nea Erythrea / Kastri, at the foothill of
the historic Penteli mountain.

The meeting facilities comprise a state of the art auditorium, and a variety of conference,
seminar and computer rooms. They form part of the training and conference complex,
which was designed with respect to the environment, and the needs of learners by the
internationally acknowledged Greek architect, Alexandros Tompazis. Constructed with the
financial support of the European Union (Reg. 815/84) in a fifteen-acre lot, it comprises a
unique campus, a centre of learning and professional development in the north of Athens.

The residential facilities include a renovated 19th century hotel and restaurant surrounded
by beautifully kept grounds. Its one hundred, sunny, spacious and comfortable rooms
equipped with private bathrooms, A/C, mini fridge, TV, telephone and internet access,
overlook five acres of pine trees and gardens.

ATExcelixi is the ideal venue for corporate and family events and the place where guests
can combine business with cultural and social activities in a friendly and trustworthy
atmosphere. Ample parking space is available for the needs of customers and associates.

Highly trained and friendly personnel are glad to accommodate the specific needs of each
program by adapting accordingly the centre’s standard package of services. In addition to
business seminars, during the spring and summer of 2008, the Centre will provide a variety
of Lifelong Learning and professional advancement programs, including those outlined in
this brochure.




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Payment Terms
Regarding the course: “Investments - Effective Methods to Evaluate Portfolios”
                                        June 2 - 14

     Initial Deposit: 20% by 1st May, 2008
     Final payment: 80% by 20th May, 2008


  Regarding the course: ““Strategic Analysis and Ways to Improve Efficiency”
                                June 16 - 28


     Initial Deposit: 20% by 1st May, 2008
     Final payment: 80% by 31st May, 2008


Refund policy
Regarding the course: “Investments - Effective Methods to Evaluate Portfolios”
                                        June 2 - 14

     The initial deposit is non refundable.
     Cancellations before 23th May, 2008 will receive a refund of 100% of the amount
      paid less the initial deposit
     Cancellations after 24th May, 2008 and before 31th May, 2008 will receive a refund of
      50% of the amount paid less the initial deposit
     Cancellations after 31th May, 2008 will receive no refund


  Regarding the course: ““Strategic Analysis and Ways to Improve Efficiency”
                                June 16 – 28

     The initial deposit is non refundable.
     Cancellations before 7nd June, 2008 will receive a refund of 100% of the amount
      paid less the initial deposit
     Cancellations after 8th June, 2008 and before 14th June, 2008 will receive a refund of
      50% of the amount paid less the initial deposit
     Cancellations after 14th June, 2008 will receive no refund



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                               JAMES D. FOUST, Ph.D
                                      P.O. Box 2178
                                Noblesville, IN. 46061-2178

Date of Birth:       July 29, 1938
Nationality:         U.S.A.

Education:           B.S   (Mathematics), Muskingum College (June, 1959)
                     M.B.A (Emphasis-Finance), University of Akron (June, 1965)
                     Ph.D (Economics), University of North Carolina (June,1968)


Teaching Experience

Associate Professor of Banking and Finance - University of Indianapolis, Indianapolis, Indiana
(1976 to present)

Associate Professor of Business Economics and Public Policy - Graduate School of Business,
Indiana University, Bloomington, Indiana (1971 to 1974)

Assistant Professor of Business Economics and Public Policy - Graduate School of Business,
Indiana University (1968 to 1971)

Visiting Assistant Professor - Purdue University, Lafayette, Indiana (Second Semester, 1968-69)

Faculty Lecturer - Graduate School of Business, Indiana University (1966 to 1968)

Teaching and Research Assistant - University of North Carolina, Chapel Hill, North Carolina
(1963 to 1966)



Business Experience

Investment Manager, Bedel Financial Consulting, Inc., Indianapolis, Indiana (1993 to 1998)

First Vice President & Trust Officer, Indiana National Bank, Indianapolis, Indiana (1981 to 1984)

Vice President & Trust Officer, Indiana National Bank, (1979 to 1981)

Assistant Vice President & Trust Officer, Indiana National Bank, (1976 to 1979)

Assistant Vice President, Indun Realty, Inc. (A subsidiary of Indiana National Corporation),
Indianapolis, IN (1974 to 1976)




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Manager of Residential Properties, Indun Realty, Inc., Indianapolis, Indiana (1974 to 1974)

Investment Research Officer, Chase Manhattan Bank, New York, New York (1965).

Development Engineer, Firestone Tire & Rubber Company, Akron, Ohio (1959 to 1963).


Fellowships, Grants and Awards:

      Fellowship to Graduate School of Banking, University of Wisconsin. 1988

      National Science Foundation Grant for "Collaborative Research on Factor Productivity in
       American Agriculture"

      National Science Foundation Grant to examine "The Profitability of the Southern
       Manufacturing Sector, 1850-1880"

      Fellowship to Graduate School of Banking, University of Wisconsin. 1967

      Julian Price Doctoral Dissertation Fellow, 1965-66

      University of North Carolina Teaching Fellow, 1963-64




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