Professor Droussiotis's Web Platform

Introduction Financial Systems & Methods

HOME PAGE
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---------FALL 2021 CLASSES--------
Baruch FIN 9783
Baruch FIN 4710
Baruch CAPS - Intro to Derivatives
Columbia University Intro to Finance (MONDAY)
Columbia University Intro to Finance (THURSDAY)
SHU BFIN 3211 Financial Strategy
SHU BFIN 4250 Fixed Income
SHU BFIN 4234 & 7331 Derivatives
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-----PROFESSOR's INFO-----
PROFESSOR'S TEXT BOOK
DrouMarkets.com Sim Game
Biography
Published Books/Articles
Rate your Professor
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-----OTHER CLASS INFO--------
Baruch FIN 3710
Baruch Exec. MS FIN 9793 Jan 2022
Baruch CAPS Cap Markets
Baruch CAPS - Corp. Fin. & Val.
Baruch CAPS Debt Markets
Baruch CAPS Equity Markets
Baruch CAPS - International Accountancy
Baruch CAPS International Finance
Baruch CAPS - Investment Banking
Baruch Lecture Series - Banking and Finance
Baruch Lecture Series - Valuation of Intangible Assets
Baruch Lecture Series - Mergers and Acquisitions
Baruch Summer Leadership Academy - Lecture Series
City Unity College Statements & Budgeting
Fordham Credit & Banking
Fordham FNBU 3221
SHU - BFIN 7236 Corporate Finance
SHU BFIN 2201

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This course is designed to provide practitioners and those seeking careers in finance with a rigorous combination of theory and practice as we explore the fundamental principles of finance. Students currently employed in this dynamic and evolving field will have the opportunity to become familiar with many of the core principles and concepts commonly applied in their field daily. From a practical perspective, Introduction to Finance is meant to reinforce work-related practices, such as analyzing financial statements, the application of time value of money concepts, asset valuation on a discounted cash flow (DCF) basis, cost benefit analysis (CBA), and the quantification of the multifaceted relationship between risk and return in financial markets.

 Through this course, students wishing to enter diverse areas of finance, such as asset management, credit analysis, financial and investment analysis, portfolio management, and risk management, will have the opportunity to acquire and develop critical work-related skills. These include evaluating corporate performance based on a thorough analysis of financial statements, estimating the present and future values of a wide range of cash flows, and using these concepts as the basis for asset valuation, applying commonly used cost-benefit analysis methods to evaluate investment decisions, and estimating the risk and return of individual securities and diversified portfolios.

 The topics covered in this course provide students with the necessary background and preparation to take more advanced courses in finance.


INFORMATION:

LINKS:

 

INFORMATION:

LINKS:

 

INFORMATION:

LINKS:

Syllabus

Syllabus Spring 2021

Professor's Inbox
(upload info for Professor)

Professor's INBOX

Processor's Email

Zoom Call
(Accessing on-line zoom call)

Zoom Room

Active Learning
(access to Assignments):

Active Learning

Professor's Biography

Professor's Biography

Mondays/Thursdays  

8:30am -9:45am

10:00am - 11:15am

 

Office Hours:

Remotely by Appointment (please send an email)

 

 

Feb 1

Feb 4

Feb 8

Feb 11

Feb 15

Feb 18

Feb 22

Feb 25

Mar 1

Mar 4

Mar 8

Mar 11

Mar 15

Mar 18
 

Mar 22
 

Mar 25
 

Mar 29
 

Apr 1
 

Apr 5
 

Apr 8
 

Apr 12
 

Apr 15
 

Apr 19
 

Apr 22
 

Apr 26
 

Apr 29
 

May 3
 

May 6
 
Reading Day-No Class
Optional call-in zoom for questions 9.30-10.00am
 

May 10
Exam for both classes via Zoom 
(9:30-11:30am) 

INVESTMENT RISK/RETURN /TIME/ALLOCATION
(Time-Value of Money, Correlation, Efficient Frontiers, Beta, Sharpe Ratio, CAPM, Alpha)


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 the textbook

Intro Part 1 - Portfolio Management

Chapter #1

Chapter #2

N

O

 

C

L

A

S

S

Chapter #3

Chapter #4

Into Part III - Secondary Markets
 
Chapter #10

Chapter #11

Chapter #11

MIDTERM EXAM REVIEW
Chapters
#1-4, 10,11

   

Intro Part IV - Company Specific Analysis
 
Chapter #15

Chapter #15

Chapter #16

Chapter #17

N

O

 

C

L

A

S

S

Intro Part II - Primary Markets
 
Chapter #9
and Final Exam Review
for Chapter 15-17, 9 

R

E

A

D

I

N

G

 

D

A

Y

 

FINAL PROJECT DUE Thursday, 5/6 (11.59pm)

Project Description and Assigned Companies

Hyatt Financial Analysis and Valuation

Yahoo Finance

United Airlines

Marcus Hotels

Silgan

Dunkin

 

Assigned Chapters

Fundamentals_of_Corporate_Finance_text.jpg

Fundamentals of Corporate Finance

Ross, Westerfield & Jordan

12th Edition

ISBN 978-1-259-91895-7 

Amazon Link

 

Chapter #5 Chapter #6 (Partial)

Chapter #9

Chapter #5

 

Chapter #8

Chapter #7

Chapter #7


MIDTERM EXAM REVIEW
Chapters
#5-9 Review

Chapter 2

Chapters #2-3

Chapters #2-3

Chapters #11

   

Assigned Lectures & Class Presentations

AGENDA:

  1. Biography
  2. Syllabus/Website
  3. Active Learning / Templates
  4. Project / Exams
  5. Student Intros
  6. Intro to Fin - Lecture 0

 

Introduction to Finance Lecture 0

AGENDA:

  1. Finance Prep Revisited
  2. TVM
  3. Intro Risks & Return
  4. Portfolio Concepts

 

Lecture 1 Presentation

Time Value of Money Practice

AGENDA:

  1. Risk, Return, Allocation
  2. Cov/Cor
  3. Efficient Frontiers
  4. Optimum

 

Lecture 2 Presentation

AGENDA:

  1. Comparative Analysis
  2. Beta, Alpha

 

Lecture 3a Presentation

AGENDA:

  1. Sharpe Ratio (optimum)
  2. CAPM and other Ret. Expectation

 

Lecture 3b Presentation

AGENDA:

  1. Secondary Markts (Exchange)
  2. Trading Stocks
  3. Strock Returns
  4. Basic Equity Val Concepts

 

Lecture 4 Presentation

AGENDA:

  1. Secondary Markts (Exchange)
  2. Trading Bonds

Lecture 5 Presentation

AGENDA:

  1. Secondary Markts (Exchange)
  2. Trading Bonds 
  3. Review Chapters 1-4,10-11

Midterm Exam Review

AGENDA:

  1. Financial Statements
  2. Building Cash Flow

 

Lecture 6a Prsentation

AGENDA:

  1. Financial Ratio Analysis
  2. Financial Project

 

Lecture 6b Presentation

AGENDA:

  1. Projections Concepts

 

Lecture 7 Presentation

AGENDA:

  1. Corporate Valuation
  2. Six (6) methods
  3. LBO Case Study
  4. Private Co. DCF 

 

AGENDA:

  1. LBO Case Study
  2. Raising Capital
  3. Private Co. DCF
  4. Review for Final Exam 

 

Lecture 8 Presentation

 

Zoom Recordings

Zoom Recording 2/1

Zoom Recording 02/04

Zoom Recording 02/08

Zoom Recording 2/11

Zoom Recording 2/18

Zoom Recording 02/22

Zoom Recording 02/25

Zoom Recording 03/01

Zoom Recording 03/04

Zoom Recording 3/8

Zoom Recording 3/18

Zoom Recording 3/22

Zoom Recording 3/25

Zoom Recording 3/29

Zoom Recording 4/1

Zoom Recording 4/5

Zoom Recording 4/8

Zoom Recording 4/12

Zoom Recording 4/15

Zoom Recording 4/19

Zoom Recording 4/26

Zoom Recording 4/29

Zoom Recording 5/3

 

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

Financial Statement Analysis

Exam Review: Cash Flow and Ratio Analysis Template

Chapter 15 Spreadsheet -Problems Answers Projections

Projections' Analysis

Chapter 16 Spreadsheet - Case Study Projections

Chapter 16 Spreadsheet - Problems Answers Projections

Valuation Analysis

LBO Transaction Analysis

Exam Review: Private Company Valuation - Alexandra Hotel

Case Study Template: Alexandria Hotel

Transaction S&U, WACC and Debt Capacity

Debt Schedules - Floating and Fixed Rates

Exam Review: Proforma Balance Sheet Template & Answers

 

EXAMS

                   

MIDTERM EXAM I
(CHAPTERS 1-4)

MIDTERM EXAM
(CHAPTERS 10-11)

                         

FINAL EXAM

Final Exam Review Chapter 15, 16, 17 & 9

Homework Assignments (Via Active Learning or manually)

USE EXCEL TEMPLATES BELOW TO SOLVE PROBLEMS 

     

Due#1

 

 

Chapter 1 Problem Questions Part A&B

Chapter 1: 

Questions  Part A 1-27 (Acrive Learning)

use Excel format method 

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

Due #4

Chapter 3: Questions 2,3,4

Due #5

Chapter 4: Questions 5,7,8,9

Due #6

Chapter 10: Question 7

Chapter 10 Homework Problems

Due #7 

Chapter 11: Questions 9,10,11,15

Chapter 11 Homework Problems

                               

Spreadsheet Templates
(homework/assignments/exams) 
Available on Active Learning
 

     

Chapter 1 (Part A and B) Homework Template

 

Chapter 2 Excel Homework Template

Chapter 3 Excel Spreadsheets

Chapter 4 Excel Templates

 

Chapter 11 Excel Templates

                               

Project Assignment

                                                   

Relevant Articles/Links