Saturdays 8:15 am -10:45 am
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Feb 5
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Feb 19
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Feb 26
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Mar 5
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Mar 12
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Mar 19
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Mar 26
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Apr 2
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Apr 9
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Apr 16
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Apr 23
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Apr 30
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May 7 This Lecture will be pre-recorded
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May 14
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May 21 10:30am-12:30pm
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OFFICE HOURS: THURSDAYS 4:00-5:30PM (by appoitnment)
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FIN3710 REVIEW 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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Link to Purchase the textbook
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1
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2 - 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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13
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5
6
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7 - 9
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16 & 17
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16 & 17
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15
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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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#0-1 Introduiction to Investments &
Time Time Value
Introduction to Finance Lecture 0
Time Value of Money Practice
Lecture 1 Presentation
TVM Practice Problems
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#2-3 Risk, Return, Time & Allocation
and Portfolio Management Concepts (continiue)
Lecture 2 Presentation
Lecture 3b Presentation
Lecture 3a Presentation
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#4 Secondary Markets: Equity Trading
and Investments
Lecture 4 -Trading Stocks
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#5 Secondary Markets: Bond Trading and
Investments
Lecture 5 - Trading Bonds
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#6a Secondary Markets: Option Trading
& Strategy
Lecture 6a Trading Options: Concepts & Strategy
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#6b Secondary Markets: Options Valuation
Lecture 6b Trading Options: Strategies & Valuations
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Option Formulas Review
Options Practice Sheet with Answers
Options Practice Sheet #2 (what we went over in class)
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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)
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#8 Primary Markets: Issuing Corporate
Bonds, 144As and Loans
Lecture 8a Presentation - Issuing Bonds
Lecture 8b Presentation - Corporate Loans
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#9a Company Specific: Public Company Valuation
Lecture 9a Valuation
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#9b Company Specific: Projections and
Private Valuation
Lecture 9b
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#10 Company Specific: Financial Analysis
Lecture 10 Presentation
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Zoom Recordings
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Zoom Recording 1/28
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Zoom Recording 2/5
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Zoom Recording 2/19
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Zoom Recording 2/26
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Zoom Recording 3/5
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Zoom Recording 3/12
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Zoom Recording 3/19
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Zoom Recording 4/2
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Zoom Recording 4/9
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Zoom Recording 4/23
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Zoom Recording 4/30
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Zoom Pre-Recording 5/6 - Cash Flow Analysis
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Zoom Recording 5/14
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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
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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 valuing Options
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Chapter 13 Options Figures
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Primary Markets - Raising Private Equity
Primary Markets - Raising Public Equity (IPO)
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CASE STUDY 1: Hyatt Financial Analysis and Valuation
Chapter 17 Valuation Analysis
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CASE STUDY #2: Alexandria Hotel LBO
Case Study #2: Alexandria Hotel Template
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CASE STUDY #3: Celerity Technology Cash Flow and Ratios
Financial Analysis
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EXAMS
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MidTerm
Midterm Exam Review
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Final Exam
Final Exam Review Chapter 15, 16, 17 & 9
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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: Part B 1-10 (Active Learning (Excel
Chapter 1 Template)
Chapter 1 (Part A and B) Homework Template
Chapter 1a and 1b Homework Answers
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Chapter 2: Questions 1-11
Chapter 2 Questions 1-11
Chapter 2 Excel Homework Template
Chapter 2 Homework Answers
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Chapter 10 Homework Problems
Chapter 10 Homework Answers
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Chapter 11: Questions 9,10,11,15
Chapter 11 Excel Templates
Chapter 11 Homework Answers
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Chapter 13: Dropbox (Not
Actiive Learning) Complete the spreadsheet below, and upload it on dropbox
Chapter 13 excel template - Options
Chapter 13 Homework Answers
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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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Case #5: Public to Private LBO
Case #5: Public to Private LBO Case Study Template
Testing the Twitter Acquisition
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Project Assignments
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PROJECT DUE WEDNESDAY, MAY 18 AT 11.59PM
Project Description and Assigned Companies
Project Description and Assigned Companies
Hyatt Financial Analysis and Valuation
Yahoo Finance
United Airlines
Marcus Hotels
Silgan
Dunkin
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