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Classroom: VC 14-245 Saturday
and Sundays (1/6 - 1/14/2018) 8:30am - 5:30pmOffice Hours:
Saturdays 7:30-8:30am VC 10-260D (By appointment only)
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Jan 6 8:30am-12:30pm
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Jan 6 1:30pm
-5:30pm
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Jan 7 8:30am-12:30am
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Jan 7 1:30pm
- 5:30pm
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Jan 13 8:30am-12:30pm
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Jan 13 1:30pm
- 5:30pm Computer Lab VC 11-115
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Jan 14 8:30am-12:30pm
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Jan 14 1:30pm
- 5:30pm Computer Lab VC 11-115
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Jan 24
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Text Book order at Amazon
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14, 15 (Review) 16
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18
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19 14-19 (Review) Final Project Discussions
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24
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24
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26 & 27
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Chapter Powerpoint Presentation
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Chapter 14
Chapter 15
Chapter 16
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Chapter 17
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Chapter 18
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Chapter 19
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Chapter 24
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Chapter 26
Chapter 27
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Assigned Lectures
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Lecture 1 Bonds, Interest Rates
Lecture 1 Link
Lecture 2 Managing Bond Portfolios
Lecture 2 Link
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Lecture 3 Macroeconomics & Industry
Analysis
Lecture #3 Link
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Lecture 4 Equity Valuations
Lecture #4a Link
Lecture #4b Link
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Lecture 5 Financial
Analyis
Lecture #5 Link
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Lecture 6 Portfolio Performance Evaluation
Lecture #6 Link
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Lecture 7 Hedge Funds
Lecture 8 The Theory of Active Portfolio Management
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Preview Final Excel Project
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Assigned Spreadsheets
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Bond Analysis
FRAs
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Public Company Valuation Methods
Private Co Valuation - WACC, CAPM & IRR
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Financial Analysis - Celerity Inc.
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Portfolio Performance Ratios
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Covariance & Correlation
Beta Calculation
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EXAMS
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Mid Term Exam 8:45am - 10.45am 14-245 Chapters (14,16,18,19)
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Homework Assignments
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Homework Assignment Due: Chapter 14 (24 q) Chapter 15 (26 q)
CONNECT LINK
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Homework Due Link
- Mid-Term Prep Ch 14-19
- Review Class Notes
- Review Practice Problems
- Set-up Portfolio (input
section)
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Reading Assignments
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Bloomberg 12/21/2017: "Now Is Not The Time to Worry About the Yield Curve"
US Department of Treasury: Yield Curve
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Project Assigments
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Computer Lab Work - Setting up the final project
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Computer Lab Work - Setting up the final project
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Final Project Due
Project Description
Portfolio Spreadsheet PDF Updated
Bond Data to be used for the project
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