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Mondays/Thursdays 8:30am
-9:45am 10:00am - 11:15am Office Hours: Remotely by Appointment (please
send an email)
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Feb 1
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Feb 4
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Mar 18
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Mar 22
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Mar 25
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Mar 29
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Apr 1
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Apr 5
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Apr 8
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Apr 12
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Apr 15
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Apr 19
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Apr 22
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Apr 26
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Apr 29
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May 3
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May 6 Reading
Day-No Class Optional
call-in zoom for questions 9.30-10.00am
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May 10 Exam for both classes via
Zoom (9:30-11:30am)
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INVESTMENT RISK/RETURN /TIME/ALLOCATION (Time-Value of Money, Correlation, Efficient Frontiers, Beta, Sharpe Ratio, CAPM, Alpha)
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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 the textbook
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Intro Part 1 - Portfolio Management
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Chapter #1
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Chapter #2
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Chapter #3
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Chapter #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
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Chapter #16
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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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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
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Fundamentals of Corporate Finance Ross,
Westerfield & Jordan 12th Edition ISBN
978-1-259-91895-7
Amazon Link
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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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Chapter #7
MIDTERM EXAM REVIEW Chapters #5-9 Review
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Chapter 2
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Chapters #2-3
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Chapters #2-3
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Chapters #11
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Assigned Lectures & Class Presentations
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AGENDA: - Biography
- Syllabus/Website
- Active Learning / Templates
- Project
/ Exams
- Student Intros
- Intro to Fin - Lecture 0
Introduction to Finance Lecture 0
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AGENDA: - Finance Prep Revisited
- TVM
- Intro Risks & Return
- Portfolio
Concepts
Lecture 1 Presentation
Time Value of Money Practice
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AGENDA: - Risk, Return, Allocation
- Cov/Cor
- Efficient Frontiers
- Optimum
Lecture 2 Presentation
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AGENDA: - Comparative Analysis
- Beta, Alpha
Lecture 3a Presentation
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AGENDA: - Sharpe Ratio (optimum)
- CAPM and other Ret. Expectation
Lecture 3b Presentation
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AGENDA: - Secondary Markts (Exchange)
- Trading Stocks
- Strock Returns
- Basic
Equity Val Concepts
Lecture 4 Presentation
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AGENDA: - Secondary Markts (Exchange)
- Trading Bonds
Lecture 5 Presentation
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AGENDA: - Secondary Markts (Exchange)
- Trading Bonds
- Review Chapters 1-4,10-11
Midterm Exam Review
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AGENDA: - Financial Statements
- Building Cash Flow
Lecture 6a Prsentation
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AGENDA: - Financial Ratio Analysis
- Financial Project
Lecture 6b Presentation
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AGENDA: - Projections Concepts
Lecture 7 Presentation
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AGENDA: - Corporate Valuation
- Six (6) methods
- LBO Case Study
- Private
Co. DCF
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AGENDA: - LBO Case Study
- Raising Capital
- Private Co. DCF
- Review
for Final Exam
Lecture 8 Presentation
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Zoom Recordings
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Zoom Recording 2/1
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Zoom Recording 02/04
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Zoom Recording 02/08
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Zoom Recording 2/11
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Zoom Recording 2/18
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Zoom Recording 02/22
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Zoom Recording 02/25
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Zoom Recording 03/01
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Zoom Recording 03/04
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Zoom Recording 3/8
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Zoom Recording 3/18
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Zoom Recording 3/22
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Zoom Recording 3/25
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Zoom Recording 3/29
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Zoom Recording 4/1
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Zoom Recording 4/5
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Zoom Recording 4/8
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Zoom Recording 4/12
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Zoom Recording 4/15
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Zoom Recording 4/19
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Zoom Recording 4/26
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Zoom Recording 4/29
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Zoom Recording 5/3
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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
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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
Exam Review: Cash Flow and Ratio Analysis Template
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Chapter 15 Spreadsheet -Problems Answers Projections
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Projections' Analysis
Chapter 16 Spreadsheet - Case Study Projections
Chapter 16 Spreadsheet - Problems Answers Projections
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Valuation Analysis
LBO Transaction Analysis
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Exam Review: Private Company Valuation - Alexandra Hotel
Case Study Template: Alexandria Hotel
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Transaction S&U, WACC and Debt Capacity
Debt Schedules - Floating and Fixed Rates
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Exam Review: Proforma Balance Sheet Template & Answers
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EXAMS
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MIDTERM EXAM I (CHAPTERS 1-4)
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MIDTERM EXAM (CHAPTERS 10-11)
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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) USE EXCEL TEMPLATES BELOW
TO SOLVE PROBLEMS
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Due#1
Chapter 1 Problem Questions Part A&B
Chapter 1: Questions Part A 1-27 (Acrive
Learning) use Excel format method
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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
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Chapter 3: Questions 2,3,4
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Chapter 4: Questions 5,7,8,9
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Chapter 10 Homework Problems
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Chapter 11: Questions 9,10,11,15
Chapter 11 Homework Problems
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Spreadsheet Templates (homework/assignments/exams) Available on Active Learning
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Chapter 1 (Part A and B) Homework Template
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Chapter 2 Excel Homework Template
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Chapter 3 Excel Spreadsheets
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Chapter 4 Excel Templates
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Chapter 11 Excel Templates
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Project Assignment
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Relevant Articles/Links
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