第一部分：課程導論
Part I: Course Introduction |
| 1 |
課程概論
Course Overview
經濟發展的定義
Definition of Economic Development
融資在經濟發展上的角色
Role of Finance in Economic Development |
第二部分：企業融資
Part II: Business Financing |
| 2 |
企業融資需求及融資工具
Business Finance Needs and Financing Instruments |
| 3 |
分析融資需求Ⅰ：會計及財務報表導論
Analyzing Finance Needs I: Introduction to Accounting and Financial Statements |
| 4 |
分析融資需求Ⅱ：估定公司營業狀況、財務結構及資金需求。
Analyzing Finance Needs II: Assessing a Firm's Business, Financial Structure and Capital Needs
學期企劃案各組人員名單及企劃案選定之到期日
Term Project Teams and Selections Due |
| 5 |
營運資金之融資
Working Capital Finance
潔亮櫥窗公司案之指定作業到期日
Crystal Clear Window Company Case Assignment Due |
| 6 |
固定資產融資
Fixed Asset Financing |
| 7 |
不動產融資
Real Estate Financing |
| 8 |
分析企業融資需求 Ⅲ
Analyzing Business Financing Needs III
Phoenix Forge 案例研究指定作業到期日
Phoenix Forge Case Assignment Due |
第三部分：發展融資方案模式與聯邦財源
Part III: Development Finance Program Models and Federal Resources |
| 9 |
資本市場、資本市場缺陷與融資缺口之導論
Introduction to Capital Markets, Capital Market Imperfections and Financing Gaps |
| 10 |
私有市場的介入調整 Ⅰ：擔保和信用提昇
Private Market Interventions I: Guarantees and Credit Enhancement
學期企劃案工作計畫到期日
Term Project Work Plan Due |
| 11 |
私有市場介入調整 Ⅱ：
Private Market Interventions II:
社區再投資法案，
Community Reinvestment Act
銀行社區開發公司。
Bank CDCs |
| 12 |
私有市場介入調整 Ⅲ：
Private Market Interventions III:
社區開發
Community Development Banks
金融控股公司
Bank Holding Companies
威明頓案例研究報告到期日
Wilmington Case Study Write-Up Due |
| 13 |
方案模式 Ⅰ：循環貸款基金
Program Models I: Revolving Loan Funds |
| 14 |
方案模式 Ⅱ：創業投資
Program Models II: Venture Capital |
| 15 |
方案模式 Ⅲ：
Program Models III:
社區發展信貸聯盟
Community Development Credit Unions
社區發展貸款基金
Community Development Loan Funds |
| 16 |
方案模式 Ⅳ：微型事業的發展
Program Models IV: Microenterprise Development |
| 17 |
聯邦方案：
Federal Programs:
中小企業署方案
SBA Programs
社區發展機構基金
CDFI Fund
新市場賦稅扣除額
New Market Tax Credits
住宅及都市發展部108方案
HUD 108 Programs
社區服務局
Office of Community Services
內城區超級市場融資案例研究報告到期日
Inner City Supermarket Financing Case Study Write-Up Due |
第四部分：方案管理
Part IV: Program Management |
| 18 |
方案管理之議題：方案的規畫和設計
Issues in Program Management: Program Planning and Design |
| 19 |
方案管理之議題：
Issues in Program Management:
行銷與開辦
Marketing and Origination
承銷與建構投資
Underwriting and Structuring Investments
服務和投資組合管理
Servicing and Portfolio Management |
| 20 |
方案管理之議題：資本管理與資本結構重組
Issues in Program Management: Capital Management and Recapitalization |
| 21 |
學期企劃案報告
Term Project Presentations |
| 22 |
學期企劃案報告
Term Project Presentations |
| 23 |
學期企劃案報告
Term Project Presentations |
第五部分：地方融資工具
Part V: Municipal Financing Tools |
| 24 |
地方融資工具 Ⅰ：
Municipal Finance Tools I:
一般責任公債
General Obligation Bonds
稅金增額融資
Tax Increment Financing
製造商基金資產重估案例報告期限日
Manufacturer's Fund Recapitalization Case Write-Up Due
|
| 25 |
地方融資工具 Ⅱ：
Municipal Finance Tools II:
特別區域融資
Special District Financing
賦稅融資
Assessment Financing |
| 26 |
課程結論
Course Conclusion
學期企劃案到期日
Term Project Reports Due |
