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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	christakis.droussiotis@baruch.cuny.edu
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) 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) 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