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Tuesdays/Thursdays 2:00pm -3:15pm SH Room 09
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Jan 20
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Jan 25
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Mar 15 On-Line Class
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Mar 17
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Mar 22
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Mar 29
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Mar 31
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Apr 7
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Apr 12
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Apr 14
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Apr 19
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Apr 21
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Apr 26
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Apr 28
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May 3
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May 5
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May 10 Review Day - Online via TEAMS
TEAMS CHANNEL LINK
May 12 Reading Day - No class
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Wednesday May 18 2:30pm-4:30PM On-Line via TEAMS
TEAMS CHANNEL LINK
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SECONDARY MARKETS (TRADING BONDS, LOANS, ALTERNATIVES INVESTMENTS, CLOs)
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PRIMARY MARKETS (RAISING CAPITAL: ISSUING BONDS, BORROWING LOANS)
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TRANSACTION ANALYSIS (M&A, LBOs, SECURITIZATION)
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R E A D I N G D A Y
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An Analytical Approach to Investments Finance & Credit (1st Edition) C. Droussiotis
Link to Purchase the textbook
Credit Risk Management & Analysis (Prelim. Edition) C. Droussiotis / S. Shelly
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Chapter 11 (CD)
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Chapter 12 (CD) Chapter 9 (CDSS)
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Chapter 7 (CD)
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Chapter 8 (CD) Chapter 7 (CDSS)
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Chapter 18 (CD) Chapters 5, 6, 8 (CDSS)
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Chapter 15, 16 (CD) Chapter 16, 17 (CDSS)
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Chapter 9 (CD) Chapter 10 (CDSS)
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Assigned Lectures & Class Presentations
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#0
Introduction to Finance Lecture 0
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#1
Intro to Debt Secondary Market - Bonds
Secondary Markets Investing in Bonds
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#2
Secondary Market: Corporate Loan
and Alterantives
Secondary Markets Investing in Loans & CLOs
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MIDTERM EXAM REVIEW
Midterm Exam I and II Review
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#3
Primary Market: Issuing Corporate
Bonds
Primary - Issuing Bonds
Transaction Sources & Uses & WACC Concepts
Lecture Notes
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#4
Primary Market: Raising Corporate
Loans
Primary Market - Loan Syndication
US Loan Syndication Powerpoint Presentation
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#5
Credit Risk Analysis
Chapter 18 - Credit Risk Management PowerPoint
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#6
Transactions using Debt Structures
Case Study #1: Alexandria Hotel LBO
Case Study #1: Alexandria Hotel Template
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#7
Case Study #2 - JJ Company Debt Capacity
Case Study #3: Celerity Tech - Financial Ratios
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#8
Case #4: Public to Private LBO
Case Study #4 - Wyndhan Hotel Public and Private LBO
Testing the Twitter Acquisition
Buyout Press Release on Reuters
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#9
LBO Powerpoint Presentation
Case #5: Pegasus Technology Covenant Analysis
Case #6: Ann Inc. LBO and Credit Analysis
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#10
Case Study #7: Celerity Technology Cash Flow and Ratios
Case Study #7 - Celerity Technology - Cash Flow Analysis
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Assigned Spreadsheets
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Secondary Markets: Investing in Bonds
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Corporate Loans and CLOs
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Chapter 7 - Bond Issuance
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Chapter 8 Raising Corporate Loans
Transaction S&U, WACC and Debt Capacity
Debt Schedules - Floating and Fixed Rates
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Chapter 18 Credit Risk Management
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4 Methods of Debt Capacity
Debt Capacity Analysis templates
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Chapter 9 - Transaction Analysis
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EXAMS
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MIDTERM EXAM I
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MIDTERM EXAM II
Exam I and II Stats
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FINAL EXAM
Final Exam Review
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Homework Assignments
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Homework #1
Homework #1 Answers
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Homework #2
Homework #2 Answers
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Homework #3
Homework #3 Answers
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Homework #4
Homework #4 Answers
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Homework #5
Homework #5 Answers
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Homework Spreadsheet Templates
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Homework #1 Excel Templates
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Homework #2 Excel Template
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Homework #3 Excel Template
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Homework #5 Excel Template
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Relevant Articles/Links
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Corporate Bonds Vs Corporate Loans
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SFOR vs LIBOR
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Unitranche Vs Loans
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What Happens when the Fed Lowers Rates
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LBO Powerpoint Presentation
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Securitization Structure (CLO) Analysis (PDF)
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Leveraged Lending Regulation Guidelines
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