Professor Droussiotis's Web Platform

Baruch FIN 4710 - Advanced Investment Analysis

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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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INFORMATION:

LINKS:

 

INFORMATION:

LINKS:

 

INFORMATION:

LINKS:

Syllabus

Syllabus FIN4710 Fall 2021

Professor's Inbox
(upload info for Professor)

Professor's FIN 4710 INBOX

Processor's Email

Zoom Call
(Accessing on-line zoom call)

Zoom Room

Active Learning
(access to Assignments):

Active Learning Homework Platform

Professor's Biography

Professor's Biography

 

Saturdays  

8:15 am -10:45 am 

 

Office Hours:

Remotely by Appointment Tuesdays 4:00-5:00pm

 

 

  Aug 28


Sep 4

  Sep 11

Sep 18

Sep 25

Oct 2

Oct 9 

 Oct 16 

 Oct 23 

Oct 30

Nov 6

Nov 13 

Nov 20

Nov 27

Dec 4

Dec 11

Dec 18
Sat 1pm-3pm

   

FIN3710 REVIEW

RISK, RETURN, TVM, CAPM, SR

(PORTFOLIO MANAGEMENT CONCEPTS)

SECONDARY MARKETS

(TRADING STOCKS, BONDS, OPTIONS) 

PRIMARY MARKETS

(RAISING CAPITAL: EQUITY, BONDS)

COMPANY SPECIFIC ANALYSIS

(FINANCIAL & VALUATION ANALYSIS) 

 

Assigned Chapters (CD)

textbookfirsteditionV2.jpeg.jpg

An Analytical Approach to Investments Finance & Credit (1st Edition)

C. Droussiotis

Cognella Publishing 

Link to Purchase the textbook

1

N

O

 

C

L

A

S

S

2 - 4

10

11

13

13

13

   

5

6

7 - 9

15

N

O

 

C

L

A

S

S

16 & 17

   
 

Assigned Chapters (RKM)

Text_Book_Bodie_11th_Edition.jpg

Baruch Bookstore

REVIEW OF FIN3710
Intorduction -FIN4710 Overview
Chapters 5-9

     

15

 16

 16

     

10 & 11

 16

       
 

Assigned Lectures

#0-1
Introduiction to Investments & Time Time Value 

Introduction to Finance Lecture 0

Time Value of Money Practice

Lecture 1 Presentation

TVM Practice Problems

#2-3
Risk, Return, Time & Allocation and Portfolio Management Concepts (continiue)

Lecture 2 Presentation

Lecture 3b Presentation

Lecture 3a Presentation

#4
Secondary Markets: Equity Trading and Investments

Lecture 4 Presentation - Trading Stocks

#5
Secondary Markets: Bond Trading and Investments

Lecture 5 Presentation- - Trading Bonds

#6a
Secondary Markets: Option Trading & Strategy

Lecture 6a Options: Concepts & Strategy

#6b
Secondary Markets: Options Valuation

Lecture 6b Options: Strategies & Valuations

Midterm Exam Review

 

Midterm Exam Review

Option Formulas Review

Options Practice Sheet with Answers

Options Practice Sheet #2 (what we went over in class)

Project Discussion

 

 


Midterm Discussion and Final Project

#7
Primary Markets: Raising Equity for Private and Public Co (IPO)

Lecture 7a Presentation - Private Equity

Lecture 7b Presentation -Public Equity (IPO)

#8
Primary Markets: Issuing Corporate Bonds and 144As

Lecture 8a Presentation - Issuing Bonds

Lecture 8b Presentation - Corporate Loans

#9a Company Specific: Financial Analysis

Lecture 9a Prsentation

#9b
Company Specific: Projections and Valuation

Lecture 9b

Final Exam Review

 

 
 

Zoom Recordings

Zoom Recording 8/28

Zoom Recording 9/11

Zoom Recording 9/18

Zoom Recording 9/25

                     
 

Lecture on YouTube

       

Introductions to Options and Basic Strategies

Introduction to Option Valuation

One-Period BOPM (Leverage & Probability Method) Call Option 1/3

Two-Period BOPM - Call Option 2/3

Two-Stage BOPM - Put Option 3/3

                 
 

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

Secondary Markets: Trading and valuing Options

Chapter 13 Options Figures

   

Primary Markets - Raising Private Equity

Primary Markets - Raising Public Equity (IPO)

 

Cash Flow and Ratio Analysis Celerity Technology

Financial Analysis

Chapter 17 Valuation Analysis

Private Company Valuation - Alexandra Hotel

Case Study Template: Alexandria Hotel

Transaction S&U, WACC and Debt Capacity

Debt Schedules - Floating and Fixed Rates

Proforma Balance Sheet Template & Answers

 
 

EXAMS

             

MidTerm

           

Final Exam 


Final Exam Review Chapter 15, 16, 17 & 9

 

Homework Assignments

     

Due #1

 

 

Chapter 1: 

Questions  Part A 1-27 (Acrive Learning)

use Excel format method 

Chapter 1 Problem Questions Part A&B

Chapter 1: 

Questions:  Part 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

Due #2

 

 

Chapter 10: Question 7

Chapter 10 Homework Problems

Due #3

 

 

Chapter 11: Questions 9,10,11,15

Chapter 11 Excel Templates

Due #4

 

 

Chapter 13 - Part I Trading Options: Complete the two templates below and upload them on drop box

Chapter 13 - Plain Vanilla Options

Chapter 13 - Option Spreads

Chapter 13 Part II Option Valuations: Questions 4-12 complete on Active Learning

DUE Sunday 3/21 

               
 

Reading Assignments and Links

 

RORs 1926 - 2016

   

Facebook Call and Put Options

Option Formulas Review

Horse Racing & Options

     

Uber Valuation - Ready for IPO

 

Analyst view on General Dynamics - Recommendation

Yahoo Finance

U.S. Government Bonds

LIBOR Rates

U.S. Government Bonds

LIBOR Rates

 
 

Project Assignments

             

Each student gets assigned a publicly traded company to start their project

         

Project Description and Assigned Companies

Hyatt Financial Analysis and Valuation

Yahoo Finance

United Airlines

Marcus Hotels

Silgan

Dunkin