James Bertram

James Bertram

Clinical Assistant Professor of Finance

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Contact

309 Wohlers Hall

1206 S Sixth St

Champaign, IL 61820

jamesmb4@illinois.edu

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Educational Background

  • Master of Business Administration, Gies College of Business, University of Illinois, 2021
  • Bachelor of Science, Highest Honors, Finance, University of Illinois at Urbana-Champaign, 1989

Positions Held

  • Clinical Assistant Professor of Finance, Finance, University of Illinois at Urbana-Champaign, 2023 to present
  • Instructor of Finance, Finance, University of Illinois at Urbana-Champaign, 2021-2023
  • Senior Director, Investment Banking, William Blair & Company, 2007-2023
  • Managing Director, Co-Head of Consumer Goods Corporate & Investment Banking, Banc of America Securities, 1999-2006

Honors and Awards

  • Dean's Impact Award, Gies College of Business, 2024-2025

Current Courses

  • Investment Banking Academy (FIN 391) A diversified curriculum designed to prepare students for a successful career in investment banking; course incorporates peer mentorship, guest lectures (from bankers, accountants, private equity associates and hedge fund analysts), a case competition and a field trip. Course will not satisfy Finance major requirements.

  • Investment Banking (FIN 463) The mechanics of financial statement analysis and ratio analysis; development of investment banking/corporate finance valuation models (including DCF, leveraged buyout and merger models) in order to determine the intrinsic value of companies and price investment banking deals.

  • Investment Banking (FIN 526) Provides key building blocks necessary for a career in investment banking, valuation and other related fields. It is designed to provide a practical application of financial statement analysis, modeling, valuation, and presentation skills commonly performed by industry professionals.

Contact

309 Wohlers Hall

1206 S Sixth St

Champaign, IL 61820

jamesmb4@illinois.edu

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