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Saturdays 11:10 am -2:00
pm Office Hours: Remotely by Appointment Tuesdays 4:00-5:00pm
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Aug 28
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Sep 4
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Sep 11
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Oct 30
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Nov 6
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Nov 13
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Nov 20
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Nov 27
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Dec 4
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Dec 11
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Dec 18
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INVESTMENT RISK/RETURN (TIME-VALUE
OF MONEY)
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CORPORATE FINANCE (COMPANY
SPECIFIC AND TRANSACTION ANALYSIS)
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An Analytical Approach to Investments Finance & Credit (1st Edition) C. Droussiotis Cognella Publishing
Link to purchase textbook/active learning
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Intro Part 1 - Portfolio Management
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Chapter #1
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Chapter #2-3
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Chapter #3-4
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Into Part III - Secondary Markets Chapter
#10
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Chapter #11
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Chapter #11
MIDTERM EXAM REVIEW Chapters #1-4,
10, 11
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Intro Part IV - Company Specific Analysis Chapter
#15
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Chapter #15 16 (Partial)
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Chapter #17
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Chapter #17
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Chapter #17
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Intro Part II - Primary Markets Chapter
#9 and Final Exam Review for Chapter 15-17,
9
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Baruch Bookstore
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Chapter #5 Chapter #6 (Partial)
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Chapter #9
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Chapter #5
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Chapter #8
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Chapter #7
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CMIDTERM EXAM REVIEW Chapters #5-9 Review
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Chapters #2-3
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Chapters #11
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Chapters #11
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Chapters #11
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Assigned Lectures & Class Presentations
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Introduction to Finance Lecture 0
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Lecture 1 Presentation
Time Value of Money Practice
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Lecture 2 Presentation
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Lecture 3a Presentation
Lecture 3b Presentation
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Lecture 4 Presentation
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Lecture 5 Presentation
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Lecture 6a Prsentation
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Lecture 6b Presentation
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Lecture 7 Presentation
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Lecture 8 Presentation
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Zoom Recordings
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Zoom Recording 8/28
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Zoom Recording 9/11
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Zoom Recording 9/11 11:04am-11:40am
Zoom Recording 9/18 11:44am - 1:00pm
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Zoom Recording 9/25
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Assigned Spreadsheets
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Risk, Return & TVM
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Coveriance, Correlation & Eff. Frontiers
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Betas and Regression Analysis
Sharpe Ratios and CAPM
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Sexondary Markets: Investing in Stocks
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Secondary Markets: Investing in Bonds
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Financial Statement Analysis
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Cash Flow and Ratio Analysis Celerity Technology
Projections' Analysis
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Private Company Valuation - Alexandra Hotel
Chapter 17 Valuation Analysis - Public Companies
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EXAMS
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Midterm Exam Review
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MIDTERM EXAM
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FINAL EXAM
Final Exam Review Chapter 15, 16, 17 & 9
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Homework Assignments
(Via Active Learning or manually)
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Chapter 1: Questions Part A 1-27 (Acrive
Learning) use Excel format method
Chapter 1 Problem Questions Part A&B
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Chapter 1: Questions: Part B 1-10 (Active Learning (Excel
Chapter 1 Template)
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Chapter 2: Questions 1-11
Chapter 2 Questions 1-11
Chapter 3: Questions 2,3,4
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Chapter 10 Homework Problems
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Chapter 11: Questions 9,10,11,15
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Spreadsheet Templates (homework/assignments/exams) Available on Active Learning
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Ch. I Hwk Part A (1-27) Template
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Ch. I Hwk Part B (1-10) Template
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Chapter 2 Excel Homework Template
Chapter 3 Excel Spreadsheets
Chapter 4 Excel Templates
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Chapter 11 Excel Templates
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Chapter 15 Excel Templates
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Chapter 16 Excel Templates
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Chapter 16 Excel Templates
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Chapter 17 Excel Templates
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Project Assignment
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Final Project Description - Stock Portfolio
Zeus Stock Portfolio Analysis (PDF)
Yahoo Finance
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Relevant Articles/Links
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