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Английский язык. Практический курс для решения бизнес-задач
Шрифт:

35. stock split – сплит или расщепление акций

36. momentum n – импульс, движущая сила, толчок, темп

Exercise 1. Answer the following questions.

1. How did the term «security» evolve over the years? 2. Who are the usual issuers of securities? 3. What does securitization mean? 4. Why are securities used as collateral? 5. What is equity? 6. What is the relationship between ownership and control in a corporation? 7. What rights do shareholders enjoy? 8. How can shares be bought and sold? 9. What are the most common types of shares? 10. What is the difference between the primary and secondary market? 11. What is the difference between bearer and registered securities? 12. What are the advantages of the stock split?

Exercise 2. You are a strategic consultant hired by a Russian company that wants to create corporate structure similar to the one adopted by the leading Western companies. Using the following briefing materials, you have to explain to the founder of the company what positions should be created in the company.

The Basics of Corporate Structure

In an attempt to create a corporation where stockholders’ interests are looked after, many firms have implemented a two-tier corporate hierarchy. On the first tier is the board of directors: these individuals are elected by the shareholders of the corporation. On the second tier is the upper management: these individuals are hired by the BoD.

Board of Directors

Elected by the shareholders, the BoD is made up of two types of representatives. The first type involves individuals chosen from within the company. This can be a CEO, CFO, manager or any other person who works for the company on a daily basis. The other type of representative is chosen externally and is considered to be independent from the company. The role of the board is to monitor the managers of a corporation, acting as an advocate for stockholders. In essence, the BoD tries to make sure that shareholders’ interests are well served.

Board members can be divided into three categories:

Chairman – Technically the leader of the corporation, the chairman of the board is responsible for running the board smoothly and effectively. His or her duties typically include maintaining strong communication with the chief executive officer and high-level executives, formulating the company’s business strategy, representing management and the board to the general public and shareholders, and maintaining corporate integrity. A chairman is elected from the board of directors.

Inside directors – These directors are responsible for approving high-level budgets prepared by upper management, implementing and monitoring business strategy, and approving core corporate initiatives and projects. Inside directors are either shareholders or high-level management from within the company. Inside directors help provide internal perspectives for other board members. These individuals are also referred to as executive directors if they are part of company’s management team.

Outside directors. While having the same responsibilities as the inside directors in determining strategic direction and corporate policy, outside directors are different in that they are not directly part of the management team. The purpose of having outside directors is to provide unbiased and impartial perspectives on issues brought to the board.

Management team

As the other tier of the company, the management team is directly responsible for the day-to-day operations (and profitability) of the company.

Chief Executive Officer (CEO): As the top manager, the CEO is typically responsible for the entire operations of the corporation and reports directly to the chairman and Board of Directors. It is the CEO’s responsibility to implement board decisions and initiatives and to maintain the smooth operation of the firm, with the assistance of senior management. Often, the CEO will also be designated as the company’s president and therefore also be one of the inside directors on the BoD.

Chief Operations Officer (COO): Responsible for the corporation’s operations, the COO looks after issues related to marketing, sales, production and personnel. More hands-on than the CEO, the COO looks after day-to-day activities while providing feedback to the CEO. The COO is often referred to as a senior vice president.

Chief Finance Officer (CFO): Also reporting directly to the CEO, the CFO is responsible for analyzing and reviewing financial data, reporting financial performance, preparing budgets and monitoring expenditures and costs. The CFO is required to present this information to the board of directors at regular intervals and provide this information to shareholders and regulatory bodies such as SEC. The CFO routinely checks the corporation’s financial health and integrity.

Source: Investopedia, February 28, 2003

Exercise 3*. Find terms in the text that match definitions given below and make sentences of your own with each term.

1. something given to secure a loan or as a guarantee of performance

2. a party that has physical possession of a financial instrument

3. a market of debt and equity instruments that mature in more than 1 year

4. form of business ownership that is a legal entity on its own and puts stockholders and the Board of Directors in control. Owners have limited liability for its actions

5. the ownership interest in a business remaining after its liabilities are deducted

6. securities that are easily sold

7. an unregistered direct sale of securities by a company to limited institutional investors

8. a security registered in the name of an investor, who is the only party that can collect interest and principal or sell the security

9. securities trading market for previously issued financial instruments in the primary market

10. trading securities in organized exchanges and over the counter markets

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