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Tue/Thu 11:00am-12:15pm JH 139
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Jan 16 on-line
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Jan21 - Jan 23
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Mar 4-6
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Mar 13
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Mar 18
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Mar 20 On-line
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Mar 25-27
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Apr 1-15
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Apr 17
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Apr 22-29
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May 1
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May 6
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May 12 (Monday) 12:20pm-2:20pm
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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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Chapter #11
Secondary Markets - Bonds
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MIDTERM EXAM REVIEW Chapters #1-4,11
Midterm Review I - Chapters 1,2,3, 4
Midterm Exam II - Chapter 11 - Review
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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
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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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Zoom Recording 1/16 Intro to Course
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Zoom Recording 1/21
Zoom Recording 1/23
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Zoom Recording 1/28
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Zoom Recording 2/4
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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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Template 1 (Ch 1) TVM
Template 2 (Ch 1) - Mortgage, Lease and Loan Payment Calc
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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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Due Chapters 15 -
Dure 11/12
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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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CASE STUDY #8: Colorado Dental - Proforma Balance Sheet
CASE STUDY #8: Colorado Dental - Transaction S&U, WACC and Debt Capacity
CASE STUDY #8: Colorado Dental: Debt Schedules - Floating and Fixed Rates
Chapter 15 practice template
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Lecture 6 Presentation
HOME SUITES CASE STUDY
Home Suites Financial Model
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