Baruch Exec. MS FIN 9783 - Investment Analysis

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Aug 27

Sep 3

Sep 10

Sep 17

Sep 24

Oct 1

Oct 8

Oct 15

Oct 22

Oct 29

Nov 5

Nov 12

Nov 19

Nov 26

Dec 3

Dec 10

Dec 17

INVESTMENT RISK/RETURN

(TIME-VALUE OF MONEY)

CORPORATE FINANCE

(COMPANY SPECIFIC AND TRANSACTION ANALYSIS)

Assigned Chapters

textbookfirsteditionV2.jpeg.jpg

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 Lectures & Class Presentations

Introduction to Finance Lecture 0

Lecture 1: Time Value of Money

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

Chapter 17 - Valuation for Public and Private Companies

Zoom Recordings

Zoom Recording 8/27

Zoom Recording 9/10

Zoom Recording 9/17

Zoom Recording 9/24

Zoom Recording 10/1

Zoom Recording 10/15

Zoom Recording (Exam Review) 10/22

Zoom Recordings Link 11/05

Zoom Recording 11/12

Zoom Recording 11/20

Zoom Recording 12/3

Zoom Recording 12/10

Lecture Videos

Portfolio Management (Chapter 1-4)

Secondary Markets: Equity Markets, Analysis and Valuation (Chapter 10)

Secondary Markets: Bond Markets, Analysis and Valuation (Chapter 11)

Assigned Spreadsheets

TVM Mini Template

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

Portfolio Management (Chapter 1-4)

Secondary Markets: Equity Markets, Analysis and Valuation (Chapter 10)

Secondary Markets: Bond Markets, Analysis and Valuation (Chapter 11)

Midterm Exam Review - Updated

MIDTERM EXAM

FINAL EXAM

Final Exam Review Chapter 15, 16, 17 & 9

Homework Assignments

(Via Active Learning)

LINK: Textbook and Active Learning

Due Chapter 1a & 1b

Due Chapter 2

Due Chapters 3, 4

Due Chapter 10

Due Chapter 11

Spreadsheet Templates

(homework/assignments/exams)

Available on Active Learning

Chapter 1 - TVM Homework

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

Chapter 1a - TVM Homework Answers

Chapter 1b - Risk and Return Homework

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

Chapter 1b - Homework - Risk and Return Answers

Chapter 2 Excel Homework Template

Chapter 2 Homework Answers

Chapter 3 Excel Spreadsheets

Chapter 3 Homework Answers

Chapter 4 Excel Templates

Chapter 4 Homework Answers

Chapter 10 Homework Answers

Chapter 11 Excel Templates

Chapter 11 Homework Answers

Chapter 15 Excel Template

Chapter 16 Excel Templates

Chapter 17 Excel Templates

Project Assignment

Project Due 12/13

Project Description and Assigned Companies

Hyatt Financial Analysis and Valuation

Yahoo Finance

Relevant Articles/Links

Chapter 17 Valuation Analysis - Public Companies