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Class Scheduled Saturdays (on-line) Saturdays 8:15am-10.45am
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Sep 5
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Sep 12
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Sep 19
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Sep 26
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Oct 3
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Oct 10
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Oct 17
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Oct 24
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Oct 31
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Nov 7
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Nov 14
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Nov 21
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Nov 28
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Dec 5
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Dec 12
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Dec 19
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RISK, RETURN, TVM, CAPM, SR (PORTFOLIO MANAGEMENT CONCEPTS)
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SECONDARY MARKETS (TRADING
STOCKS, BONDS, OPTIONS)
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PRIMARY MARKETS (RAISING
CAPITAL: EQUITY, BONDS)
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COMPANY SPECIFIC ANALYSIS (FINANCIAL & VALUATION 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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1 - 4
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10
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11
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13
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13
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5
6
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7 - 9
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15
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16 & 17
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Baruch Bookstore
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REVIEW
OF FIN3710 Intorduction
-FIN4710 Overview Chapters
5-9
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15
16
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16
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10 & 11
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16
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Assigned Lectures
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#1-2 Risk, Return, Time & Allocation
and Portfolio Management Concepts
Introduction to Finance Lecture 0
Lecture 1 Presentation
TVM Practice Problems
Lecture 2 Presentation
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#3 Risk, Return, Time & Allocation
and Portfolio Management Concepts (continiue)
Lecture 3a Presentation
Lecture 3b Presentation
#4 Secondary Markets: Equity Trading
and Investments
Lecture 4 Presentation - Trading Stocks
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#5 Secondary Markets: Bond Trading and
Investments
Lecture 5 Presentation- - Trading Bonds
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#6a Secondary Markets: Option Trading
& Strategy
Lecture 6a Presentation Trading Options
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#6b Secondary Markets: Options Valuation
Lecture 6b Presentation Valuing Options
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#7 Primary Markets: Raising Equity for
Private and Public Co (IPO)
Lecture 7a Presentation - Private Equity
Lecture 7b Presentation -Public Equity (IPO)
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#8 Primary Markets: Issuing Corporate
Bonds and 144As
Lecture 5 Presentation - Issuing Bonds
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#9a Company Specific: Financial
Analysis
Lecture 9a Prsentation
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#9b Company Specific: Projections and
Valuation
Lecture 9b
Chapter 10
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Zoom Recordings
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Zoom Recording 8/29
Passcode: pySH?7%3
Zoom Recording 9/5
Passcode: owK..1H+
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Zoom Recording 9/12
Use your zoom account Passcode: #JN5NU6k
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Lecture on YouTube
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Introductions to Options and Basic Strategies
Introduction to Option Valuation
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One-Period BOPM (Leverage & Probability Method) Call Option 1/3
Two-Period BOPM - Call Option 2/3
Two-Stage BOPM - Put Option 3/3
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Assigned Spreadsheets
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Risk, Return & TVM
Coveriance, Correlation & Eff. Frontiers
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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Secondary Markets: Trading and valuiung Options
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Primary Markets - Raising Private Equity
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Primary Markets - Raising Public Equity (IPO)
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Financial Analysis
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Projections Analysis
Valuation Analysis
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Transaction Analysis (LBO, M&A)
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EXAMS
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MidTerm
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Final Exam
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Homework Assignments
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Chapter 1: Questions Part A 1-27 (Acrive
Learning) use Excel format method
Chapter 1 Problem Questions Part A&B
Chapter 1: Questions: Par B 1-10 (Active Learning (Excel
Chapter 1 Template)
Chapter 1 (Part A and B) Homework Template
Chapter 2: Questions 1-11
Chapter 2 Questions 1-11
Chapter 2 Excel Homework Template
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Chapter 10 Homework Problems
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Chapter 11: Questions 9,10,11,15
Chapter 11 Excel Templates
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Chapter 13 Excel Template
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Chapter 5 Excel Template
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Reading Assignments and
Links
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RORs 1926 - 2016
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Facebook Call and Put Options
Option Formulas Review
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Horse Racing & Options
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Uber Valuation - Ready for IPO
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Analyst view on General Dynamics - Recommendation
Yahoo Finance
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U.S. Government Bonds
LIBOR Rates
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Project Assignments
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Each student gets assigned a publicly traded company to start their project
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Project Description and Assigned Companies
Yahoo Finance Link
Auto Nation
Boeing
Iron Mountain
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