Ramiro J. Atristaín-Carrión
-Managing Director, Atristain Financial Advisors LLC -Executive In Residence and Adjunct Professor Dominican University Board member: Stuart Investments Metropolitan Planning Council CLESF Foundation Instituto Cervantes Past Visiting Lecturer at: -Universidad de Alicante, Spain -DePaul University, Chicago -UNAM Chicago Education: MBA, Finance, Illinois Institute of Technology, Chicago, IL Bachelor's degree, Economics, Dominican University, River Forest, IL -IIT's International Award of Merit -Honorary member of the Academy of Management -Honorary Professional inductee to the National Honorary and Professional Management Fraternity "Sigma Iota Epsilon". |
https://www.linkedin.com/in/ramiro-atristain/
Courses: Investment and Portfolio Management: In-depth introduction to investment analysis and portfolio management. Including concepts used to analyze investments; learn the tools for analyzing investments and gain confidence in applying these concepts and tools when managing an investment portfolio. Textbook: Smart, Gitman, and Joehnk, Fundamentals of Investing, 13th edition, ISBN 978-0134083308, 2016. Investment Analysis: This course examines the essentials of investment analysis The course covers several concepts and techniques highlighting basic types of financial instruments--stocks, bonds, options, and futures--focusing on their characteristics, features and their risks and returns. It challenges the student to learn to think like an investment manager—applying the information discussed in class with a hands-on Project. The focus is on adding value across the spectrum of decisions ranging from position-taking in particular securities, to portfolio risk management, to the delegation to and oversight of professional investment managers. Textbook: Corrado, Charles J. and Jordan, Bradford D.; Fundamentals of Investments, McGraw-Hill. Fundamentals of Personal Financial Planning: Comprehensive introduction to the fundamentals of personal financial planning. Gain an intuitive understanding of the concepts used to plan personal finances; learn the tools for evaluating investments, consumer strategies, personal risk, aspects of behavioral finance, the path to financial security, the time value of money, how to manage your flows and review your statements, income tax basics, credit basics, risk management basics and insurance overview, rules of investing, debt and equity, mutual funds, ETFs and managed portfolios, how to create a personal investment plan, and more. Textbook: Personal Finance v3.0.2; By Rachel S. Siegel, Ramiro J. Atristaín-Carrión; Published: 2019 Using Financial Information: This course introduces the student to the principles of financial theory and the world of finance. The course covers several concepts and surveys the roles of relevant institutions. In the conceptual part, students will learn about financial instruments and techniques used in financial decision making (time value of money, cost of capital, capital structure, etc.). In the survey of relevant institutions’ roles, the students will form a basis for understanding causes and effects in the changing environment. The interrelationships between decisions of business, financial institutions and individuals will become evident, enabling the student to better understand current events in finance. Textbook: Brigham, Eugene F.; Houston, Joel F.; Fundamentals of Financial Management (Concise Sixth Edition); The Dryden Press, Hartcourt Brace College Publishers. International Business: This course introduces students to the complicated, competitive and collaborative relationships that exist when organizations do business outside their home country. It fosters global and cultural awareness by exploring the diverse environments, management concerns, financial issues and marketing questions faced by international business organizations. Textbook: International Business: Opportunities and Challenges in a Flattening World v2.0.1; By: Mason A. Carpenter; Sanjyot P. Dunung and Ramiro J. Atristain; ISBN: 978-1-4533-9605-6 e-Economics, Economics of the Information Age: This course analyzes the evolving new economy. It explores the parallels of the web economy with the traditional economy. Through principles of economic theory, and an analysis of information management and information technology, the course covers several concepts and surveys the impact of the current information age explosion fueled by technology using historic and economic perspectives. The conceptual component of the course, will introduce students to economic principles, models and analytical tools as they relate to the web economy. The portion of the survey of the impact of the current information age, will expose students to relationships of causes and effects in the changing business environment. The interrelationships between historic and economic perspectives will become evident, enabling the student to better understand current events in today’s information age (i.e. how the Internet demands new and reconfigured business strategies, changes in the structure of industries, e-commerce, B2B commerce, increased connectivity, etc.). See articles: What investment professionals to hire? |
Resources
The Economist The New York Times Financial Times Reuters Fool Investor Edgar Online Bloomberg Morningstar Dow Jones Yahoo Finance The Economist Intelligence Unit Expansión Invertia (Financial Markets Europe) Banco Bilbao Viscaya Argentaria Investment Tools Financial Web Financial Executives Institute NABE TechnologyInvestor Virtual Stock Exchange AllStocks.com The Chicago Manual of Style |