Project 3 – GBG 333 – Fall 2004

This project is due November 15 for the Monday-Wednesday class, and November 16 for the Tuesday-Thursday class.  Please complete all work for this project in no more than 4 pages of typed text.

 

(1)        To answer this question, please refer to the text on pages 222 to 224 to assist you. This question in large part refers to         asset-backed securities and the“securitization” of assets, such as accounts receivable as a means of securing  short             term capital for business.

 

            Obtain a copy of the article by James August et al “Survey of Finance Companies, 1996 in the July 1997 edition of the        Federal Reserve Bulletin.  You can obtain a copy by going to the PNC website, click on library and the Inspire data             base, and download to a printer.  Use search words “Federal Reserve   Bulletin” and restrict your search to July 1997.  Note that it may be easier to do this on campus.

 

            (a)        How large is the business receivables business handled by finance companies in the US, and how has it been             growing up to 1996?

            (b)        What factors slowed the growth of business receivables as a source of   financing especially for small business            during the early 1990s?

            (c)        The major change in the motor vehicle finance market from 1990 to 1996 was the “securitization” of wholesale         receivables.  What does this mean, and why is it an advantage to the finance company?

            (d)        The revision to the federal tax code provided a boost to the motor vehicle finance companies.  How did this             work?

 

(2)        To answer this question, the discussion in the text about commercial paper on pages 217 to 219 will provide             background. But the article you will read will take the commercial paper story one step further to discuss the “medium           term note market”.

 

            Obtain a copy of the article by Leland E. Crabbe et al “Anatomy of the Medium-Term Note Market” in the August             1993 edition of the Federal Reserve Bulletin.     You can obtain a copy by going to the PNC website, click on library   and the Inspire data base, and download to a printer.  Use search words “Federal Reserve Bulletin” and restrict your     search to August 1993.  Note that it may be easier to do this on campus.

            (a)        What are medium term notes, what is their origin, and what advantages do they have over commercial paper             notes and corporate bonds?  Please be as complete and thorough as you can.

            (b)        Why do the maturities of medium term notes issued by finance companies fall within the one to five year             category, and those of non-finance companies in the longer than 10 year category?

            (c)        Refer back to the August article in Question (1).  What role have medium term notes played in the capital             structure of finance companies?

(3)        The text discussion on pages 220 to 222 on accounts receivable financing will be of help to you in answering this             question.

 

            Obtain a copy of the articles by James Weisel et al “The Cash Factor” in the September 2003 edition of the Strategic           Finance, and Lewis Faber, “Factors Can Help Your Bank Help Small Business Clients” in 9/3/2004 edition of the    American Banker. You can obtain a copy by going to the PNC website, click on library and the Inspire data base, and       download to a printer.  Use search words “Strategic Finance” and restrict your search to September 2003, for the first       article, and “American Banker” at September 2004.  Note that the American     Banker roster of articles is long. In my        search the Faber article was number 466.  Again, note that it may be easier to do this on campus.

 

            (a)        Summarize the advantages of factoring described in the Weisel article.   Can you think of any disadvantages of         factoring?

            (b)        What are the advantages Weisel cites in terms of implications for the balance sheet, current and quick ratios             for factoring over asset-based loans or cash flow based loans?

            (c)        In the Faber article, what is the major point that he makes, in the sense that factoring can help small businesses        more than conventional loans from a bank?

 

 

(4)        The discussion in the text on the prime rate and LIBOR on pages 211 to 213 will help you to answer these questions.

 

            Obtain a copy of the article by Joe Blalock “LIBOR: More Than Just a Mortgage Benchmark” in the December 2001    edition of the Community Banker.  You can obtain a copy by going to the PNC website, click on library and the             Inspire data base, and download to a printer.  Use search words “Community Banker” and restrict your search to             December 2001.  Note that it may be easier to do this on campus.

 

            (a)        What is the LIBOR, when was it established, and why?

            (b)        Why is there a shift towards the use of LIBOR rather than the US prime rate or yields on US treasury             securities as a benchmark for financial transactions?