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Class Scheduled Sat 11.10am-2:05pm Roon# VC 10-135 Office Hours: Saturdays 10-11am 10-260D By
Appointment
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Feb 2 Special Time: 12:00-1:30pm
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Feb 9 Special Time: 12:00-1:30pm
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Feb 16
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Feb 23
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Mar 2
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Mar 9
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Mar 16
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Mar 23
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Mar 30
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Apr 6
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April 13
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Apr 20
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Apr 27
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May 4
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May 11
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May 18 Exam starts 11:00 -1:00pm Rooms VC 6-160/6-165
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BARUCH BOOKSTORE LINK
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REVIEW
OF FIN3710 Intorduction
-FIN4710 Overview Chapters
5-9
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10 & 11
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13
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14
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15
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16
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16
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Assigned Lectures
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#1 Risk, Return, Time & Allocation
Lecture #1
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Lecture #2
#3 Managing Bond Portfolios
Lecture #3
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#4 Equity Valuation - Public Companies
Lecture #4
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#5 Equity Valuation - Private Companies
Lecture #5
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#6 Financial Analysis
Lecture #6
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#7 Option Markets & Basic Strategies
Lecture #7
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#8 Advanced Option Strategies
Lecture #8
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#9 Option Valuation Methods
Lecture #9
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#10 Black & Scholes Option Valuation
Method
Lecture #10
#11
Forwards & Futures
Lecture #11
#12 Swaps
Lecture #12
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Review of DCF spreadsheet
Options Formula
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Lecture on YouTube
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Introductions to Options and Basic Strategies
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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
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Assigned Spreadsheets
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Risk & Return
Scenario Portfolio Return, Covariance & Correlation
Beta Coefficient
Statistics Worksheet
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Bond Yields, Market Price, Duration & Convexity
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Hyatt Hotels - Public Company Valuation
AK Steel & Methods of Public Company Valuation Analysis
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Case 1: Mid-Cap LBO - Equity Return Analysis, WACC, CAPM and IRR
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Financial Analysis - Celerity Inc.
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Basic Option Strategies
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Advance Option Strategies
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Bionomial Option Pricing Model Method 1 (6-step Method)
BOPM (single and 2-period) Method 2
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Black Scholes Option Model
Futures & Forwards
SWAPS
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Private Co Valuation - WACC, CAPM & IRR
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EXAMS
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MidTerm
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Final Exam Computer Lab Room VC 6-160/165 9:00am
- 11:00am
Option Formulas Review
FINAL EXAM INSTRUCTIONS
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Homework Assignments
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10th Edition CONNECT HOMEWORK LINK
11th Edition CONNECT HOMEWORK LINK
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10th Edition CONNECT HOMEWORK LINK
11th Edition CONNECT HOMEWORK LINK
Due #3 Calculate the Enteprise Value of your assigned company by
using the current Stock Price, Stock Outstanding, Debt Outstanding, Cash on Balance Sheet (METHOD #1)
Assigned Companies
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10th Edition CONNECT HOMEWORK LINK
11th Edition CONNECT HOMEWORK LINK
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Homework Link
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10th Edition CONNECT HOMEWORK LINK
11th Edition CONNECT HOMEWORK LINK
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Reading Assignments
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RORs 1926 - 2016
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Yahoo Finance
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Face Book Call and Put Options
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Option Formulas Review
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Horse Racing & Options
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Project Assigments
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CDroussiotis Text Book - Chapter 1
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Assigned Companies
Final Project Description
Starwood Report
Starwood Valuation Spreadsheet
Former Students Sample Reports:
Wesco
Starbucks
Iron Mountain
Tyson Foods
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