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Introduction Financial Systems & Methods

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Fall 2020 Course Outline -  Lectures , Assignments and Exams

This course is designed to provide practitioners and those seeking careers in finance with a rigorous combination of theory and practice as we explore the fundamental principles of finance. Students currently employed in this dynamic and evolving field will have the opportunity to become familiar with many of the core principles and concepts commonly applied in their field daily. From a practical perspective, Introduction to Finance is meant to reinforce work-related practices, such as analyzing financial statements, the application of time value of money concepts, asset valuation on a discounted cash flow (DCF) basis, cost benefit analysis (CBA), and the quantification of the multifaceted relationship between risk and return in financial markets.

 Through this course, students wishing to enter diverse areas of finance, such as asset management, credit analysis, financial and investment analysis, portfolio management, and risk management, will have the opportunity to acquire and develop critical work-related skills. These include evaluating corporate performance based on a thorough analysis of financial statements, estimating the present and future values of a wide range of cash flows, and using these concepts as the basis for asset valuation, applying commonly used cost-benefit analysis methods to evaluate investment decisions, and estimating the risk and return of individual securities and diversified portfolios.

 The topics covered in this course provide students with the necessary background and preparation to take more advanced courses in finance.


INFORMATION:

LINKS:

 

INFORMATION:

LINKS:

 

INFORMATION:

LINKS:

Syllabus

Fall 2020 Syllabus

Professor's Inbox
(upload info for Professor)

Professor's INBOX

Processor's Email

Zoom Call
(Accessing on-line zoom call)

Zoom Room

Active Learning
(access to Assignments):

Active Learning

Professor's Biography

Professor's Biography

Mondays/Wednesdays  

10:00am -12:00pm (140W-MCNALLY)

1:15pm - 3:15pm (140w-150)

 

Office Hours:

Remotely by Appointment (please send an email)

 

 

Aug 26

Aug 31
(on-line)

Zoom Room

Sep 2

Sep 7

Sep 9

Sep 14
(on-line)

Zoom Room

Sep 16

Sep 21
(On-line)

Zoom Room

Sep 23
(On-line)

Zoom Room

Sep 28
(on-line)

Zoom Room

Sep 30
(On-line)
 

Zoom Room

Oct 7
 

Oct 12
 

Oct 14
 

Oct 19
 

Oct 21 

INVESTMENT RISK/RETURN /TIME/ALLOCATION
(Time-Value of Money, Correlation, Efficient Frontiers, Beta, Sharpe Ratio, CAPM, Alpha)


CORPORATE FINANCE
(COMPANY SPECIFIC AND TRANSACTION ANALYSIS)

Assigned Chapters

textbookfirsteditionV2.jpeg.jpg

An Analytical Approach to Investments Finance & Credit (1st Edition)

C. Droussiotis

Cognella Publishing 

Link to Purchase the textbook

Intro Part 1 - Portfolio Management

Chapter #1

Chapter #2-3

N

O

 

C

L

A

S

S

Chapter #3-4

Into Part III - Secondary Markets
 
Chapter #10

Chapter #11

Chapter #13

MIDTERM EXAM REVIEW
Chapters
#1-4, 10,11,13

 

Intro Part IV - Company Specific Analysis
 
Chapter #15

Chapter #15
16 (Partial)

N

O

 

C

L

A

S

S

Chapter #17

Intro Part II - Primary Markets
 
Chapter #9
and Final Exam Review
for Chapter 15-17, 9 

 

Assigned Chapters

Fundamentals_of_Corporate_Finance_text.jpg

Fundamentals of Corporate Finance

Ross, Westerfield & Jordan

12th Edition

ISBN 978-1-259-91895-7 

Amazon Link

 

Chapter #5 Chapter #6 (Partial)

Chapter #9

Chapter #5

Chapter #8

Chapter #7

 


MIDTERM EXAM REVIEW
Chapters
#5-9 Review

Chapter 2

Chapters #2-3

Chapters #11

   

Assigned Lectures & Class Presentations

AGENDA:

  1. Biography
  2. Syllabus/Website
  3. Active Learning / Templates
  4. Project / Exams
  5. Student Intros
  6. Intro to Fin - Lecture 0

 

Introduction to Finance Lecture 0

AGENDA:

  1. Finance Prep Revisited
  2. TVM
  3. Intro Risks & Return
  4. Portfolio Concepts

 

Lecture 1 Presentation

TVM Practice Problems

AGENDA:

  1. Risk, Return, Allocation
  2. Cov/Cor
  3. Efficient Frontiers
  4. Optimum

 

Lecture 2 Presentation

AGENDA:

  1. Comparative Analysis
  2. Beta, Alpha
  3. Sharpe Ratio (optimum)
  4. CAPM and other Ret. Expectation

 

Lecture 3a Presentation

Lecture 3b Presentation

AGENDA:

  1. Secondary Markts (Exchange)
  2. Trading Stocks
  3. Strock Returns
  4. Basic Equity Val Concepts

 

Lecture 4 Presentation

AGENDA:

  1. Secondary Markts (Exchange)
  2. Trading Bonds

Lecture 5 Presentation

AGENDA:

  1. Bond Price/ Returns
  2. Bond Val Concepts (Duration & Convexity)

AGENDA:

  1. Review Chapters 1-4, 10-11

 

AGENDA:

  1. Financial Statements
  2. Building Cash Flow
  3. Financial Ratio Analysis

 

Lecture 6a Prsentation

AGENDA:

  1. Financial Ratio Analysis
  2. Projections Concepts
  3.  Corporate Valuation

 

Lecture 6b Presentation

AGENDA:

  1. Corporate Valuation
  2. Six (6) methods
  3. LBO Case Study
  4. Private Co. DCF 

 

Lecture 7 Presentation

AGENDA:

  1. LBO Case Study
  2. Raising Capital
  3. Private Co. DCF
  4. Review for Final Exam 

 

Lecture 8 Presentation

 

Zoom Recordings

     

Zoom Recording 9/9

Use your zoom acount
Pascode:
bs1ruC*x 

Zoom Recording 9/14

Use your zoom acount
Pascode:
.mj3N^?!* 

Zoom Recording 9/16

Use your zoom acount
Pascode:
W5y+R#R* 

Zoom Recording 9/21

Use your zoom acount
Pascode:
&*15y5rx

Zoom Recording 9/23 (Midterm Exam Review

Use your zoom acount
Pascode:
6hYd8x@A 

         

Assigned Spreadsheets

 

Risk, Return & TVM

Coveriance, Correlation & Eff. Frontiers

Betas and Regression Analysis

Sharpe Ratios and CAPM

Sexondary Markets: Investing in Stocks

Secondary Markets: Investing in Bonds

 

Financial Statement Analysis

Projections' Analysis

Valuation Analysis

LBO Transaction Analysis

   

EXAMS

               

MIDTERM EXAM

Midterm Exam Review

       

FINAL EXAM

Homework Assignments (Via Active Learning or manually)

USE EXCEL TEMPLATES BELOW TO SOLVE PROBLEMS 

   

Due #1

(Due Date 9/9)

 

Chapter 1 Problem Questions Part A&B

Chapter 1: 

Questions  Part A 1-27 (Acrive Learning)

use Excel format method 

Due #2

Chapter 1: 

Questions:  Par B 1-10 (Active Learning

(Excel  Chapter 1 Template)

 

 

Due #3

Chapter 2:

Questions 1-11 

 

Chapter 3: Questions 2,3,4

Chapter 4: Questions 5,7,8,9

Due #4

Chapter 10: Question 7

Chapter 10 Homework Problems

 

Due #5

Mon 9/28

Chapter 11: Questions 9,10,11,15

Chapter 11 Homework Problems

           

Spreadsheet Templates
(homework/assignments/exams) 
Available on Active Learning
 

   

Chapter 1 (Part A and B) Homework Template

 

Chapter 3 Excel Spreadsheets

Chapter 4 Excel Templates

   

Chapter 11 Excel Templates

           

Project Assignment

                         

Project Description and Assigned Companies

Yahoo Finance

Auto Nation

Boeing

Iron Mountain

Relevant Articles/Links