FIN4710 Syllabus - Spring 2020

Professor's FIN 4710 INBOX

Class Scheduled Saturdays     Roon# VC 10-175  Office Hours: Saturdays 10:00-11:00am 10-260D By Appointment

Feb 1

Feb 8

Feb 15

Feb 22

Feb 29

Mar 7

Mar 14

Mar 21

Mar 28

Apr 4

Apr 11

Apr 18

Apr 25

May 2

May 9

May 16 Rooms VC 6-160/6-165

Assigned Chapters Baruch Bookstore

REVIEW OF FIN3710 Intorduction -FIN4710 Overview Chapters 5-9

10 & 11

13 & Handout

14

15

16

N O   C L A S S

16

16

Assigned Chapters Link to Purchase Book

1 - 4 Chapter 1 Excel Sheet

7 & 11

5 6

15

13 p 213-224

13 p 224-230

13 p 231-236 & 244

13 p 236-243

Assigned Lectures

#1 Risk, Return, Time & Allocation and Portfolio Management Concepts Lecture #1

#2 Bond Prices & Yield Lecture #2 #3 Managing Bond Portfolios Lecture #3

#4 Equity Valuation - Public Companies Lecture #4 #5 Equity Valuation - Private Companies Lecture #5

#6 Financial Analysis Lecture #6

Midterm Exam Review   Project Discussion

#7 Option Markets & Basic Strategies Lecture #7

#8 Advanced Option Strategies Lecture #8

#9 Option Valuation Methods Lecture #9

#10 Black & Scholes Option Valuation Method   Lecture #10

Final Exam Review   Options Formula Options Practice Sheet with Answers Private Company - DCF Analysis

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 Scenario Portfolio Return, Covariance & Correlation Beta Coefficient Portfolio Performance ratios Statistics Worksheet

Bond Yields, Duration and Convexity

Hyatt Hotels - Public Company AK Steel & Methods of Public Company Valuation Analysis Case 1: Mid-Cap LBO - Equity Return Analysis, WACC, CAPM and IRR

Celerity Financial Analysis

Basic Option Strategies

Advance Option Strategies

Bionomial Option Pricing Model Method 1 (6-step Method) BOPM (single and 2-period) Method 2

Black Scholes Option Model

Black Scholes Option Model

EXAMS

MidTerm

Final Exam  Computer Lab Room VC 6-160/165 1:00pm-3:00pm Final Exam Instructions Option Formulas Review Options Practice Sheet with Answers

Homework Assignments

Due #1     LINK TO CONNECT HOMEWORK

Due #2     LINK TO CONNECT HOMEWORK 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

Due #4     LINK TO CONNECT HOMEWORK Due #5     CF Excel Homework

Due #6 LINK TO CONNECT HOMEWORK

Reading Assignments and Links

RORs 1926 - 2016

U.S. Government Bonds LIBOR Rates

Uber Valuation - Ready for IPO

Analyst view on General Dynamics - Recommendation

Yahoo Finance

Face Book Call and Put Options

Option Formulas Review

Horse Racing & Options

Project Assignments

Project is Due  Dec 7 (+5 Bonus) Dec 15   Assigned Companies Final Project Description Starwood Report Starwood Valuation Spreadsheet Former Students Sample Reports: Wesco Starbucks Iron Mountain Tyson Foods