Seton Hall University - Financial Modeling Mondays

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INFO:

LINKS:

INFO:

LINKS:

INFO:

LINKS:

INFO:

LINKS:

Syllabus

Syllabus Fall 2024

Professor's Inbox

(upload info for Professor)

All assignments and exams should be uploaded on Active Learning by due date/time

Processor's Email

droussch@shu.edu

Office Hour Info/time

IN-PERSON

Tuesdays and Thursdays 9:30-11:00am

Send an email to make an appointment

JUBILEE HALL ROOM #691

Zoom Room

Zoom Link

Active Learning

(access to Assignments):

Active Learning and Textbook

Professor's Biography

Professor's Biography

Office Hours/Remote

(9:00-5pm)

Make an Appointment Link

Mondays

6:30pm-8:30pm

Hybrid

Zoom-Link for Classes

Jan 20

Jan 27

Feb 3

Feb 10

Feb 17

Feb 24

Mar 3

Mar 10 On-Line

Mar 17

Mar 24 On-line

Mar 31

Apr 7

Apr 14

Apr 21

Apr 28

May 5

May 12 (Monday) 12:20pm-2:20pm

INVESTMENTS

(PORTFOLIO MANAGEMENT)

FINANCE

(FINANCIAL ANALYSIS AND VALUATION)

CREDIT ANALYSIS

(LBO, M&A ANALYSIS)

Assigned Chapters

textbookfirsteditionV2.jpeg.jpg

Intro Part 1 - Portfolio Management

Chapters #1-2

Chapter #3-4

In-Class Financial Modelling

(Portfolio of Stocks)

Project I - Description

Portfolio of Stocks - Blank

Zeus Stock Portfolio Analysis PDF

Yahoo Finance Link

In-Class Financial Modelling

(Portfolio of Stocks) (Continue)

Chapter #11

Secondary Markets - Bonds

MIDTERM EXAM REVIEW

Chapters

#1-4,11

Midterm Review I - Chapters 1,2,3, 4

Midterm Exam II - Chapter 11 - Review

DISCUSSION ON MIDTERM EXAM AND FINAL PROJECT

Intro Part IV - Company Specific Analysis

Chapter #15

16 (Partial)

Chapter #9

CASE STUDY #6: Alexandria Hotel LBO

Case Study #6: Alexandria Hotel Template

In-Class Financial Modelling

(LBO Model)

Project II: Public to Private LBO

In-Class Financial Modelling

(LBO Model)

Project II: Public to Private LBO

EXAM REVIEW

Final Exam Review Questions Outline

Assigned Lectures & Class Presentations

Introduction to Finance Lecture 0

Lecture 1: Time Value of Money

Lecture 2 Risk, Return, Correlation

Lecture 3 Beta Coefficient, Regression Analysis

Lecture 3b Sharpe Ratios, CAPM, Alpha

Lecture 5 - Presentation

Lecture 4a Prsentation

Lecture 4b Presentation

Zoom Recordings

Lecture Videos

Portfolio Management (Chapter 1-4)

Assigned Spreadsheets

TVM Template

Risk, Return & TVM

Coveriance, Correlation & Eff. Frontiers

Betas and Regression Analysis

Sharpe Ratios and CAPM

Secondary Markets: Investing in Bonds

CASE STUDY #1: Celerity Technology Cash Flow and Ratios

EXAMS

MIDTERM II

ON-LINE EXAM

VIA ACTIVE LEARNING

FINAL EXAM VIA ACTIVE LEARNING

Homework Assignments

(Via Active Learning)

Poroject Assignments

Due Chapter 1a & 1b

Due Chapter 11

Project I Due (Portfolio of Stocks)

Due Chapters 15 - Dure 11/12

Spreadsheet Templates

(homework/assignments/exams)

Available on Active Learning

Project Assignment

Final Project I Description - Stock Portfolio

Zeus Stock Portfolio Analysis (PDF)

Yahoo Finance

Relevant Articles/Links

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