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VC 14-245 Saturday and Sundays 8:30am - 5:30pm
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Jan 8 8:30am-12:00am
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Jan 8 1:30pm
-5:30pm
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Jan 9 8:30am-12:30am
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Jan 9 1:30pm
- 5:30pm
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Jan 22 8:30am-12:00pm
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Jan 22 1:30pm
- 5:30pm
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Jan 23 8:30am-12:30pm
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Jan 23 1:30pm
- 5:30pm
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Feb 1
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CONCEPTS
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PORTFOLIO MANAGEMENT AND INVESTMENTS
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CORPORATE FINANCE AND VALUATIONS
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PROJECT AND EXAM
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Assigned Chapters (Bodie)
Text Book order at Amazon
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14, 15 (Review) 16
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18
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14-19 (Review) Final
Project Discussions
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M&A & LBO
Final Project Discussions
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24
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Final Project Discussions
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An Analytical Approach to Investments Finance & Credit (1st Edition) C. Droussiotis Cognella
Publishing
Link to Purchase the textbook
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Chapters 7, 11
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Chapters 1-4
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Chapters 5, 6, 10, 17
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Chapter
15
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Chapters
8, 9
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Textbook Powerpoint Presentation
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Chapter 14
Chapter 15
Chapter 16
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Chapter 18
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Chapter 19
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Chapter 24
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Assigned Lectures and Presentations
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Lecture 0 Introduction to Investments
Introduction to Finance
Lecture 1 Bond Markets & Valuation
Primary - Issuing Bonds
Secondary - Trading Bonds
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Lecture 2 Modern Portfolio Concepts
Modern Portfolio - Covariance & Correlation
Modern Portfolio - Beta Coefficient
Modern Portfolio - Sharpe Ratio, Jensen' Alpha
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Lecture 3 Equity Markets & Valuations
Primary - Private Equity
Primary - Public Equity (IPO)
Secondary - Trading Stocks
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Lecture 4 Financial
Analyis
Financial Analysis
Lecture 5 Valuation
Analyis
Valuation Analysis
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Lecture 6 The Theory of Active Portfolio Management and Hedge Funds
Portfolio Project Presentation
Preview Midterm Exam and Final Project
Midterm Exam Review
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Preview Final Excel Project
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Zoom Recordings
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Zoom Recording 1/8 Bonds and Portfolio Management Concepts
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Zoom Recording - Portfolio Management
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Zoom Recording Stock Market and Valuation
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Zoom Link Recording 1/22 Financial Analysis
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Zoom Link Recording Valuations and Review
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Zoom Recording 1/23 Project
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Assigned Spreadsheets
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Bond Yields, Duration and Convexity
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Scenario Portfolio Return, Covariance & Correlation
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Sexondary Markets: Investing in Stocks
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CASE STUDY #1: Celerity Technology Cash Flow and Ratios
Celerity Tech Cash Flo - Practice Sheet
CASE STUDY #2: Alexandria Hotel LBO
Case Study #2: Alexandria Hotel Template
CASE STUDY #3: Public Valuations: Hyatt Financial Analysis and Valuation
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Portfolio Performance ratios
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EXAMS
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Mid Term Exam 8:45am - 10.45am 14-245 Chapters (14,16,18,19)
Midterm Exam Answers
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Homework Assignments
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Homework Assignment Due (Jan 26, 2022):
McGRAW-HILL CONNECT HOMEWORK
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CF Homework Due Jan 23
Cash Flow Homework Due Link
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Reading Assignments (from
CD Textbook)
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CDroussiotis Chapter 11 Bond Analysis Excerpt
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CDroussiotis Text Book Chapter 1 Risk & Return Excerpt
CDroussiotis Text Book Chapter 2 Coveriance, Correlation & Efficient Frontier Excerpt
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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CDroussiotis Text Book Chapter 15 Excerpt
CDroussiotis Text Book Chapter 17 Excerpt
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Project Assigments
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Yahoo Finance
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Bring your Laptop- Setting up the final project
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Final Project Due Feb 1
Final Project Description
Zeus Portfolio Example
Bond Portfolio to be used
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