John Schweers

Adjunct Faculty, Finance

B.A., English, Tulane University
M.B.A., Finance, University of Wisconsin

See publications in UST Research Online

John Schweers has a BA in English from Tulane University and an MBA in Finance from the University of Wisconsin-Madison. His responsibilities have included worldwide treasury operations, commercial and investment banking relationships, risk and tax management responsibilities, and foreign exchange and investment management. Recently retired as a senior consultant of DeMarche Associates, Inc., an investment consulting firm based in Kansas City, Missouri, Schweers has been an adjunct faculty member for more than 15 years, having taught Finance classes in both the Graduate and Undergraduate programs.

Fall 2018 Courses
Fall 2018 Courses
Crs - Sec Title Days Time Location
ACCT 705 - 201 Financial Statement Analysis - - W - - - - 1800 - 2100 SCH 315
Description of course Financial Statement Analysis : CRN: 43106 3 Credit Hours
The purpose of this course is to develop students' ability to understand and interpret the financial statements and disclosures of firms prepared according to generally accepted accounting principles. The course emphasizes financial statement analysis including financial statement adjustments to aid in decision making. The course introduces fundamental ratio analysis, forecasting, and valuation. Ethical aspects of accounting, such as earnings management, are included. Prerequisite: ACCT 601 or permission of instructor.
Schedule Details
Location Time Day(s)
ACCT 705 - 701 Financial Statement Analysis - - W - - - - 1800 - 2100 SCH 315
Description of course Financial Statement Analysis : CRN: 43059 3 Credit Hours
The purpose of this course is to develop students' ability to understand and interpret the financial statements and disclosures of firms prepared according to generally accepted accounting principles. The course emphasizes financial statement analysis including financial statement adjustments to aid in decision making. The course introduces fundamental ratio analysis, forecasting, and valuation. Ethical aspects of accounting, such as earnings management, are included. Prerequisite: ACCT 601 or permission of instructor.
Schedule Details
Location Time Day(s)
FINC 321 - 01 Financial Management M - W - - - - 0915 - 1055 SCH 315
Description of course Financial Management : CRN: 42925 4 Credit Hours
An examination of the elements of the finance function of the organization as well as the financial analysis of decisions. Topics include working capital management, acquisition of capital, capital budgeting, cost of capital, theories of valuation, and present value. Prerequisites: ACCT 210, STAT 220 (or MATH 313 or STAT 314 for actuarial majors), ECON 251, 252, and Sophomore standing
Schedule Details
Location Time Day(s)
FINC 321 - 02 Financial Management M - W - - - - 1115 - 1255 SCH 315
Description of course Financial Management : CRN: 42926 4 Credit Hours
An examination of the elements of the finance function of the organization as well as the financial analysis of decisions. Topics include working capital management, acquisition of capital, capital budgeting, cost of capital, theories of valuation, and present value. Prerequisites: ACCT 210, STAT 220 (or MATH 313 or STAT 314 for actuarial majors), ECON 251, 252, and Sophomore standing
Schedule Details
Location Time Day(s)
FINC 490 - 01 Investment Fund Management I - T - - - - - 1800 - 2100 SCH 322
Description of course Investment Fund Management I : CRN: 42945 4 Credit Hours
The subject matter of these courses will vary from year to year, but will not duplicate existing courses. Descriptions of these courses are available in the Searchable Class Schedule on Murphy Online, View Searchable Class Schedule
Schedule Details
Location Time Day(s)
FINC 717 - 201 Invest Fund Mgmt - Aristotle - T - - - - - 1800 - 2100 SCH 322
Description of course Invest Fund Mgmt - Aristotle : CRN: 42951 3 Credit Hours
This class focuses on practical, hands-on investment management. The course provides students with practical experience in individual stock valuation and portfolio management. Student managers are required to commit twelve months to the management of the fund from September through August. The class meets weekly but the students are expected to maintain contact more frequently through phone and email correspondence. The student managers have access to a trading room on campus where they can meet to do research and discuss strategy. The student managers are responsible for all the day-to-day administrative duties necessary to manage the fund, ex. trading, presentation materials and performance reporting. The time commitment for the course is substantial as the students are managing real money for the University. Prerequisites: OPMT 600, ACCT 601, GBEC 600 or GBEC 625, FINC 600, and FINC 713 (may be taken concurrently). Instructor permission is required.
Schedule Details
Location Time Day(s)
J-Term 2019 Courses
J-Term 2019 Courses
Crs - Sec Title Days Time Location
Spring 2019 Courses
Spring 2019 Courses
Crs - Sec Title Days Time Location
FINC 321 - 01 Financial Management M - W - - - - 0915 - 1055 SCH 301
Description of course Financial Management : CRN: 22077 4 Credit Hours
An examination of the elements of the finance function of the organization as well as the financial analysis of decisions. Topics include working capital management, acquisition of capital, capital budgeting, cost of capital, theories of valuation, and present value. Prerequisites: ACCT 210, STAT 220 (or MATH 313 or STAT 314 for actuarial majors), ECON 251, 252, and Sophomore standing
Schedule Details
Location Time Day(s)
FINC 321 - 02 Financial Management M - W - - - - 1115 - 1255 SCH 301
Description of course Financial Management : CRN: 22078 4 Credit Hours
An examination of the elements of the finance function of the organization as well as the financial analysis of decisions. Topics include working capital management, acquisition of capital, capital budgeting, cost of capital, theories of valuation, and present value. Prerequisites: ACCT 210, STAT 220 (or MATH 313 or STAT 314 for actuarial majors), ECON 251, 252, and Sophomore standing
Schedule Details
Location Time Day(s)
FINC 321 - 03 Financial Management M - W - - - - 1315 - 1455 SCH 301
Description of course Financial Management : CRN: 22079 4 Credit Hours
An examination of the elements of the finance function of the organization as well as the financial analysis of decisions. Topics include working capital management, acquisition of capital, capital budgeting, cost of capital, theories of valuation, and present value. Prerequisites: ACCT 210, STAT 220 (or MATH 313 or STAT 314 for actuarial majors), ECON 251, 252, and Sophomore standing
Schedule Details
Location Time Day(s)
FINC 490 - 01 Investment Fund Management II - T - - - - - 1800 - 2100 SCH 322
Description of course Investment Fund Management II : CRN: 22101 4 Credit Hours
The subject matter of these courses will vary from year to year, but will not duplicate existing courses. Descriptions of these courses are available in the Searchable Class Schedule on Murphy Online, View Searchable Class Schedule
Schedule Details
Location Time Day(s)
FINC 717 - 201 Invest Fund Mgmt - Aristotle - T - - - - - 1800 - 2100 SCH 322
Description of course Invest Fund Mgmt - Aristotle : CRN: 22105 3 Credit Hours
This class focuses on practical, hands-on investment management. The course provides students with practical experience in individual stock valuation and portfolio management. Student managers are required to commit twelve months to the management of the fund from September through August. The class meets weekly but the students are expected to maintain contact more frequently through phone and email correspondence. The student managers have access to a trading room on campus where they can meet to do research and discuss strategy. The student managers are responsible for all the day-to-day administrative duties necessary to manage the fund, ex. trading, presentation materials and performance reporting. The time commitment for the course is substantial as the students are managing real money for the University. Prerequisites: OPMT 600, ACCT 601, GBEC 600 or GBEC 625, FINC 600, and FINC 713 (may be taken concurrently). Instructor permission is required.
Schedule Details
Location Time Day(s)
Academic and Professional Positions
  • Adjunct Instructor, University of St. Thomas, St. Paul / Minneapolis (2000 - present)
  • Adjunct Professor, University of St. Mary's, Minneapolis (2004 - 2015)
  • Senior Consultant, DeMarche Associates, Inc., Overland Park (1998 - 2011)
  • Managing Director and Chief Operating Officer, Jeffery Sloccum and Associates, Inc, Minneapolis (1995 - 1998)
  • Treasurer, Donaldson Company Inc, Minneapolis (1987 - 1995)
  • Assistant Treasurer, American Standard, Inc,, New York (1984 - 1987)
  • Treasurer, The Trane Company, LaCrosse (1977 - 1984)
  • Unknown, Texas Instruments, Dallas (1972 - 1977)

Professional Service
  • Franciscan Sisters of St. Paul,
  • Indian and Land Tenure Foundation,
  • McNeely Foundation,
  • Metropolitan Council Investment Review,
  • Sisters of St Joseph of Carondelet,

Public Service
  • Franciscan Sisters of St. Paul Investment Committee, Committee Member
  • Indian and Land Tenure Foundation Investment Committee, Committee Member
  • McNeely Foundation Investment Committee, Committee Member
  • Metropolitan Council Investment Review, Committee Member
  • Sisters of St. Joseph of Carondelet Investment Committee, Committee Member

Publications
  • Danielson, R., Barabanov, S. S., Schweers, J. R., & Sullivan, M. F. (2014). Optimizing portfolios with allocations to insured death benefit: A proposed methodology for evaluation. Journal of Investing, (23)(2), pp. 16-27

Books and Chapters

Research Interests
  • Corporate Finance
  • Derivatives
  • International Business
  • Risk Management
  • Investments

Presentations
  • "Optimizing portfolios with allocations to insured death benefit: A proposed methodology for evaluation" Bumberg University, Germany, July 01, 2014
  • "Optimizing portfolios with allocations to insured death benefit: A proposed methodology" Credit Risk Evaluation Designed for Institutional Targeting in Finance- CREDIT - Risk, Regulation, and Opportunities in Increasingly Interconnected World, Venice, Italy, September 01, 2013