Baruch Exec. MS

This course provides an intensive analysis of several advanced topics in investments. It covers investment valuation and analysis in some depth, with special emphasis on relevant cash flows, risk analysis, and valuation approaches. It covers investment management of stock and bond portfolios, performance measurement, and evaluation. Special topics include hedge fund strategies, management and evaluation, introduction to financial risk management and the development and uses of financial derivatives and securitization.

Classroom: VC 14-245 Saturday and Sundays (2/2 - 2/10/2019) 8:30am - 5:30pm Office Hours: Saturdays 7:30-8:30am VC 10-260D (By appointment only)	Feb 2 8:30am-12:00am	Feb 2 1:30pm -5:30pm	Feb 3 8:30am-12:30am	Feb 3 1:30pm - 5:30pm	Feb 9 8:30am-12:00pm	Feb 9 1:30pm - 5:30pm	Feb 10 8:30am-12:30pm	Feb 10 1:30pm - 5:30pm Computer Lab VC 11-115	Feb 20

Assigned Chapters *Text Book order at Amazon*	14, 15 (Review) 16	17	18	19 14-19 (Review) Final Project Discussions	M&A LBO Final Project Discussions	24	Final Project Discussions	26 & 27
Chapter Powerpoint Presentation	Chapter 14 Chapter 15 Chapter 16	Chapter 17	Chapter 18	Chapter 19		Chapter 24		Chapter 26 Chapter 27
Assigned Lectures	Lecture 1 Bonds, Interest Rates Lecture 1 Link Lecture 2 Managing Bond Portfolios Lecture 2 Link	Lecture 3 Macroeconomics & Industry Analysis Lecture #3 Link	Lecture 4 Equity Valuations Lecture #4a Link Lecture #4b Link	Lecture 5 Financial Analyis Lecture #5 Link Lecture 6 Portfolio Performance Evaluation Lecture #6 Link	Valuation Presentation	Lecture 7 The Theory of Active Portfolio Management and Hedge Funds Portfolio Project Presentation Portfolio Performance ratios Preview Midterm Exam and Final Project		Preview Final Excel Project
Assigned Spreadsheets	Bond Yields, Market Price & Valuation Analysis FRAs		Public Company Valuation Methods	Financial Analysis - Celerity Inc.	Valuation Analysis Case 1: Mid-Cap LBO - Equity Return Analysis, WACC, CAPM and IRR
EXAMS							Mid Term Exam 8:45am - 10.45am 14-245 Chapters (14,16,18,19)
Homework Assignments	Homework Assignment Due (Feb 8, 2019): *CONNECT Homework*				Cash Flow Homework Due Link Mid-Term Prep Ch 14-19 Review Class Notes Review Practice Problems Set-up Portfolio (input section)
Reading Assignments			CDroussiotis Text Book Chapter 17 Excerpt	CDroussiotis Text Book Chapter 15 Excerpt	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
Project Assigments					*Yahoo Finance*	Computer Lab Work - Setting up the final project		Computer Lab Work - Setting up the final project	Final Project Due Final Project Description Zeus Portfolio - Updated 2 Bond Portfolio to be used

Classroom: VC 14-245 Saturday and Sundays (2/2 - 2/10/2019) 8:30am - 5:30pm