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Tue/Thu 12:30pm-1:45pm 2:00pm-3:15pm
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Aug 27
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Aug 29 - Sep 3
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Sep 12
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Sep 26
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Oct 15
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Oct 17
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Oct 22
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Oct 24
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Oct 31 - Nov 5
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Oct 29
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Nov 7, 12
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Nov 14
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Nov 19-26
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Nov 28
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Dec 3
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Dec 5
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Dec 10
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Dec 13 (AA) 8am-10am Dec 17 (AB) 2:30pm-4:30pm
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INVESTMENTS (PORTFOLIO MANAGEMENT)
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FINANCE (FINANCIAL ANALYSIS AND VALUATION)
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CREDIT ANALYSIS (LBO, M&A
ANALYSIS)
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Intro Part 1 - Portfolio Management
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Chapter #1
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Chapter #2-3
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Chapter #3-4
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In-Class Financial Modelling (Portfolio of Stocks)
Project I - Description
Portfolio of Stocks - Blank
Zeus Stock Portfolio Analysis PDF
Yahoo Finance Link
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In-Class Financial Modelling (Portfolio of Stocks)
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Chapter #11
Secondary Markets - Bonds
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MIDTERM EXAM REVIEW Chapters #1-4,11
Midterm Review I - Chapters 1,2 and 4
Midterm Exam Review II - Ch 11
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DISCUSSION ON MIDTERM EXAM AND FINAL PROJECT
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Intro Part IV - Company Specific Analysis Chapter
#15
Chapter #15 16 (Partial)
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Chapter #9
CASE STUDY #6: Alexandria Hotel LBO
Case Study #6: Alexandria Hotel Template
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In-Class Financial Modelling (LBO Model)
Project II: Public to Private LBO
Public to Private LBO Case Study Template
Public to Private LBO Case Study Answers PDF
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EXAM REVIEW
Final Exam Review Questions Outline
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Assigned Lectures & Class Presentations
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Introduction to Finance Lecture 0
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Lecture 1: Time Value of Money
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Lecture 2 Risk, Return, Correlation
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Lecture 3 Beta Coefficient, Regression Analysis
Lecture 3b Sharpe Ratios, CAPM, Alpha
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Lecture 5 - Presentation
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Lecture 4a Prsentation
Lecture 4b Presentation
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Zoom Recordings
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Lecture Videos
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Portfolio Management (Chapter 1-4)
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Assigned Spreadsheets
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TVM Template
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Risk, Return & TVM
Coveriance, Correlation & Eff. Frontiers
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Betas and Regression Analysis
Sharpe Ratios and CAPM
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Secondary Markets: Investing in Bonds
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CASE STUDY #1: Celerity Technology Cash Flow and Ratios
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EXAMS
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MIDTERM I ON-LINE
EXAM VIA ACTIVE LEARNING
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MIDTERM II ON-LINE
EXAM VIA ACTIVE LEARNING
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FINAL EXAM VIA ACTIVE LEARNING
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Homework Assignments (Via Active Learning) Poroject Assignments
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Project I Due (Portfolio
of Stocks)
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Project II Due (Summary
LBO Analysis)
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Spreadsheet Templates (homework/assignments/exams) Available on Active Learning
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Project Assignment
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Final Project I Description - Stock Portfolio
Zeus Stock Portfolio Analysis (PDF)
Yahoo Finance
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Relevant Articles/Links
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Chapter 15 practice template
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Lecture 5 Presentation
Chapter 17 - Valuation for Public and Private Companies
Chapter 17 Valuation Analysis - Public Companies
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Lecture 6 Presentation
HOME SUITES CASE STUDY
Home Suites Financial Model
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