Classroom: VC 14-245 Saturday
and Sundays (2/2 - 2/10/2019) 8:30am - 5:30pmOffice Hours:
Saturdays 7:30-8:30am VC 10-260D (By appointment only)
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Feb 2 8:30am-12:00am
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Feb 2 1:30pm
-5:30pm
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Feb 3 8:30am-12:30am
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Feb 3 1:30pm
- 5:30pm
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Feb 9 8:30am-12:00pm
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Feb 9 1:30pm
- 5:30pm
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Feb 10 8:30am-12:30pm
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Feb 10 1:30pm
- 5:30pm Computer Lab VC 11-115
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Feb 20
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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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Final Project Discussions
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24
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Final Project Discussions
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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
Lecture 6 Portfolio Performance Evaluation
Lecture #6 Link
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Valuation Presentation
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Lecture 7 The Theory of Active Portfolio Management and Hedge Funds
Portfolio Project Presentation
Portfolio Performance ratios
Preview Midterm Exam and Final Project
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Preview Final Excel Project
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Assigned Spreadsheets
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Bond Yields, Market Price & Valuation Analysis
FRAs
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Public Company Valuation Methods
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Financial Analysis - Celerity Inc.
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Valuation Analysis
Case 1: Mid-Cap LBO - Equity Return Analysis, WACC, CAPM and IRR
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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 (Feb 8, 2019):
CONNECT Homework
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Cash Flow 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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CDroussiotis Text Book Chapter 17 Excerpt
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CDroussiotis Text Book Chapter 15 Excerpt
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CDroussiotis Text Book Chapter 1 Risk & Return Excerpt
CDroussiotis Text Book Chapter 2 Coveriance, Correlation & Efficient Frontier Excerpt
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CDroussiotis Text Book Chapter 3 Beta, R Square and Regression Analysis
CDroussiotis Text Book Chapter 4 Sharpe Ratio, CAPM, Jensen, M Square
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Project Assigments
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Yahoo Finance
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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
Final Project Description
Zeus Portfolio - Updated 2
Bond Portfolio to be used
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