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Map to Building
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Sep 5
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Oct 10 Midterm Exam I via Active Learning
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Oct 31
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Nov 14
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Nov 21
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Nov 28
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Dec 5
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Dec 12
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Dec 19 Final Exam in Class
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INVESTMENT RISK/RETURN (TIME-VALUE
OF MONEY)
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CORPORATE FINANCE (COMPANY SPECIFIC AND TRANSACTION
ANALYSIS)
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To Purchase Textbook
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Intro Part 1 - Portfolio Management
Chapter #1
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Chapter #2-3
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Chapter #3-4
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Into Part III - Secondary Markets Chapter
#10
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MIDTERM EXAM REVIEW Chapters #1-4
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Chapter #11
MIDTERM EXAM REVIEW Chapters 10,11
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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 #16 & 17
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Chapters #17 and 9 Review of Project
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Chapters #17 and 9 Review of Project
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Final Exam Review for Chapter 15-17, 9
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Assigned Lectures & Class Presentations
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Introduction to Finance Lecture 0
Lecture 1: Time Value of Money
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Lecture 2 Presentation
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Lecture 3a Presentation
Lecture 3b Presentation
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Lecture 4 Presentation
Lecture 4b Intro to Stock Valuation
Lecture 4 - Powerpoint
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Lecture 5 - Presentation
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Midterm Review II Update
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Lecture 7: Chapter 17 - Valuation for Public and Private Companies
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Assigned Spreadsheets
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TVM Mini Template
Risk, Return & TVM
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Coveriance, Correlation & Eff. Frontiers
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Betas and Regression Analysis
Sharpe Ratios and CAPM
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Sexondary Markets: Investing in Stocks
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Secondary Markets: Investing in Bonds
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CASE STUDY #2: Alexandria Hotel LBO
Case Study #1: Alexandria Hotel Template
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CASE STUDY #2: Alexandria Hotel LBO
Case Study #1: Alexandria Hotel Template
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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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Secondary Markets: Equity Markets, Analysis and Valuation (Chapter 10)
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Secondary Markets: Bond Markets, Analysis and Valuation (Chapter 11)
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EXAMS
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MIDTERM EXAM Chapters 1-4 (on-line)
Midterm Exam I - Chapters 1,2 and 4
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MIDTERM EXAM II Chapters 10,11 (on-line)
Midterm Exam II Review
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FINAL EXAM (Chapters 15-17) (on-line)
Final Exam Review Chapter 15, 16, 17 & 9
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Homework Assignments
(via Active Learning)
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Spreadsheet Templates
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Financial Analysis
Chapter 15 Excel Templates
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Projections Analysis
Chapter 16 Excel Templates
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Chapter 17 Valuation Analysis
Chapter 9 - Transaction Analysis (LBO, M&A)
Testing the Twitter Acquisition
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Chapter 17 Valuation Analysis
Chapter 9 - Transaction Analysis (LBO, M&A)
Testing the Twitter Acquisition
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Project Assignment
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FINAL PROJECT DUE 12/22
Project Description and Assigned Companies
Hyatt Financial Analysis and Valuation
Yahoo Finance
Marcus Hotels
Silgan
Dunkin
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Relevant Articles/Links
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