Baruch MS FIN 9783 - Investment Analysis

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Saturdays

11:10 am -2:00 pm

Office Hours:

Remotely by Appointment Tuesdays 4:00-5:00pm

Aug 28

Sep 4

Sep 11

Sep 18

Sep 25

Oct 2

Oct 9

Oct 16

Oct 23

Oct 30

Nov 6

Nov 13

Nov 20

Nov 27

Dec 4

Dec 11

Dec 18

Online Exam 1:00pm - 3:00pm

INVESTMENT RISK/RETURN

(TIME-VALUE OF MONEY)

CORPORATE FINANCE

(COMPANY SPECIFIC AND TRANSACTION ANALYSIS)

Assigned Chapters

textbookfirsteditionV2.jpeg.jpg

An Analytical Approach to Investments Finance & Credit (1st Edition)

C. Droussiotis

Cognella Publishing

Link to purchase textbook/active learning

Intro Part 1 - Portfolio Management

Chapter #1

Chapter #2-3

Chapter #3-4

Into Part III - Secondary Markets

Chapter #10

Chapter #11

MIDTERM EXAM REVIEW

Chapters

#1-4, 10, 11

DISCUSSION ON MIDTERM EXAM AND FINAL PROJECT

Intro Part IV - Company Specific Analysis

Chapter #15

16 (Partial)

Chapter #17

Intro Part II - Primary Markets

Chapter #9

and Final Exam Review

for Chapter 15-17, 9

Assigned Chapters (RKM)

Baruch Bookstore

Chapter #5 Chapter #6 (Partial)

Chapter #9

Chapter #5

Chapter #8

Chapter #7

CMIDTERM EXAM REVIEW

Chapters

#5-9 Review

Chapters #2-3

Chapters #11

Assigned Lectures & Class Presentations

Introduction to Finance Lecture 0

Lecture 1 Presentation

Time Value of Money Practice

Lecture 2 Presentation

Lecture 3a Presentation

Lecture 3b Presentation

Lecture 4 Presentation

Lecture 4b Intro to Stock Valuation

Lecture 5 Presentation

Lecture 6a Prsentation

Lecture 6b Presentation

Lecture 7 Presentation

Lecture 8 Presentation

Zoom Recordings

Zoom Recording 8/28

Zoom Recording 9/11

Zoom Recording 9/11 11:04am-11:40am

Zoom Recording 9/18 11:44am - 1:00pm

Zoom Recording 9/25

Zoom Recording 10/2

Zoom Recording 10/9

Zoom Recording 10/16

Zoom Recording 11/6

Zoom Recording 11/13

Zoom Recording 11/20

Zoom Recording 12/4

Zoom Recording 12.11

Assigned Spreadsheets

Risk, Return & TVM

Coveriance, Correlation & Eff. Frontiers

Betas and Regression Analysis

Sharpe Ratios and CAPM

Sexondary Markets: Investing in Stocks

Secondary Markets: Investing in Bonds

CASE STUDY #1: Celerity Technology Cash Flow and Ratios

CASE STUDY #2: Alexandria Hotel LBO

Case Study #2: Alexandria Hotel Template

EXAMS

Midterm Exam Review

MIDTERM EXAM

FINAL EXAM

Final Exam Review Chapter 15, 16, 17 & 9

Homework Assignments (Via Active Learning or manually)

Due #1

Chapter 1:

Questions Part A 1-27 (Acrive Learning)

use Excel format method

Chapter 1 Problem Questions Part A&B

Chapter 1a and 1b Homework Answers

Due #2

Chapter 1:

Questions: Part B 1-10 (Active Learning

(Excel Chapter 1 Template)

Due #3

Chapter 2:

Questions 1-11

Chapter 2 Questions 1-11

Chapter 3: Questions 2,3,4

Chapter 4:

Chapter 2 Homework Answers

Chapter 3 Homework Answers

Chapter 4 Homework Answers

Due #4

Chapter 10: Question 7

Chapter 10 Homework Problems

Chapter 10 Homework Answers

Due #5

Chapter 11: Questions 9,10,11,15

Chapter 11 Homework Problems

Chapter 11 Homework Answers

Spreadsheet Templates

(homework/assignments/exams)

Available on Active Learning

Ch. I Hwk Part A (1-27) Template

Ch. I Hwk Part B (1-10) Template

Chapter 2 Excel Homework Template

Chapter 3 Excel Spreadsheets

Chapter 4 Excel Templates

Chapter 11 Excel Templates

Chapter 15 Excel Templates

Chapter 16 Excel Templates

Chapter 17 Excel Templates

Project Assignment

Project Description and Assigned Companies

Hyatt Financial Analysis and Valuation

Yahoo Finance

Relevant Articles/Links

Chapter 17 Valuation Analysis - Public Companies