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Mondays 8:10pm - 10:00pm On-Line for questions:
ON-LINE with Professor via Zoom
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Sep 16
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Sep 23
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Sep 30
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Oct 7
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Oct 21
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Oct 28
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Nov 4
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Nov 11
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Nov 18
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Nov 25
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Dec 2
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Dec 9
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Dec 16
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CORPORATE FINANCE (COMPANY
SPECIFIC ANALYSIS)
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SECURITIES
ANALYSIS (CAPITAL MARKETS)
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INVESTMENT RISK/RETURN (TIME-VALUE
OF MONEY)
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CLASS SESSION
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1
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2
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3
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4
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5
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7
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8
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9
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10
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11
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12
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Fundamentals of Corporate Finance Ross,
Westerfield & Jordan 12th Edition ISBN
978-1-259-91895-7
Amazon Link
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Chapter #1
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Chapter #2
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Chapter #3
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Chapter #4
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Chapter #5
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Chapter #6
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Chapter #7
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Chapter #8
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Chapter #9
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Chapter #13
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Link to Purchase the textbook
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Chapter #15
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Chapter #9
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Chapter #16
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Chapter #17 pages 313-325
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Chapter #17 pages 325-331
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Chapter #11
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Chapter #10
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Chapter #10
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Chapters #1-4
Risk Return TVM
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Assigned Lectures
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Lecture #1 - Introduction to Finance
Lecture #1
Lecture #1 Zoom Recording Sep-9-2019
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Lecture #2 - Understanding Financial Statements
Lecture #2
Lecture #2 Zoom Recording Sep-16-2019
Zoom Recording Sep-23-2019
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Lecture #3 - Projections & Long Term Planning
Lecture #3
Lecture #3a Zoom Recording on Sep 30, 2019
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Lecture #3b Zoom Recording Oct 8, 2019
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Midterm Exam Review Zoom Rerecording (Professor only)
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Lecture #4 - Corporate Valuation (Publicly Traded Companies)
Lecture #4
Lecture #4 Zoom Lecture Recording Oct 28, 2019
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Lecture #5 - Corporate Valuation (Privately Traded Companies)
Lecture #5 Zook Recording Nov 11, 21019
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Lecture #6- Bond Analysis and Interest rates
Powerpoint Presentation
Lecture #7- Bond Valuation
Lectures #6 & #7 Zoom Recording Lecture Nov 18, 2019
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Lecture #8- Common Stock Valuation Revisited
Lecture # 8
Time Value Money Presentation
NPV Concepts Revisited
Valuation Formulas
Lecture #8a Zoom Recording Nov 25, 2019
Lecture #8b Zoom Recording Dec 2, 2019
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Lecture #9- Portfolio Analysis Concepts
Lecture #9
Lecture #9 Zoom Recording Dec 9, 2019
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Assigned Spreadsheets
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Celerty Technology Financial Analysis
Celerity Tech - Printable model
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Transaction Sources & Uses and WACC - BLANK WORKSHEET
Proforma Balance Sheet - BLANK WORKSHEET
Debt Schedule - BLANK WORKSHEET
Completed Financial Model - Colorado Dental
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Hyatt Hotels - Public Company
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Celerity Technology DCF and LBO Methods of Valuations
Case 1: Mid-Cap LBO - Equity Return Analysis, WACC, CAPM and IRR
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Bond Yields, Duration and Convexity
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Scenario Portfolio Return, Covariance & Correlation
Time Value Analysis Scenario
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EXAMS
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Session 6 Mid-Term Exam
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Final Exam
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Homework Assignments
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CONNECT Homework Link
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CONNECT Homework Link
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CONNECT Homework Link
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CONNECT Homework Link
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CONNECT Homework Link
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CONNECT Homework Link
CONNECT Homework Link
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Reading Assignments
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Celerity Technology Projections Analysis
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LBO Financial Model Blank
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Colorado Dental LBO Case Study
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KV Presentation on the US CM
KV Valuation Workshop
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Other Spreadsheets
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WACC Calculation
Transaction Sources & Uses
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