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INFORMATION:	LINKS:		INFORMATION:	LINKS:		INFORMATION:	LINKS:
Syllabus	Syllabus Summer 2022		Professor's Inbox (upload info for Professor)	Professor Dropbox		Processor's Email	droussch@shu.edu
Microsoft Team call	TEAMS CHANNEL		Office Hours: Thursdays 8:00-9:30am (via zoom)	Zoom Link (office hours)		Professor's Biography	Professor's Biography

May 31 - July 7 Tuesdays and Thursdays

May 30

Jun 2

June 7

June 9

June 14

June 16

June 21

June 23

June 28

June 30

July 5 LIVE ON TEAMs

July 7

Assigned Chapters An Analytical Approach to Investments Finance & Credit (1st Edition) C. Droussiotis Cognella Publishing  To Purchase the Textbook

1 - 4 Chapter 1 Excel Sheet

10

11

5-6

7

17

9

Assigned Lectures

#0 Introductory Session

#1 Risk, Return, Time & Allocation and Portfolio Management Concepts Chapter 1-4 PowerPoint Presentation Risk & Return Overview

#2 Secondary Markets- Stocks Chapter 10 - Secondary Equity Market

#3 Secondary Markets: Bond Prices & Yield #3b Valuation of Bonds Chapter 11 - PowerPoint Presentation - Secondary Bond Markets

#4 Primary Markets: Equity (IPO and Public Companies) Chapter 5 - Private Equity Issuance #4a Equity Markets: Public Companies - The 7 Methods of Valuation Chapter 6 - Powerpoint Presentation - IPO Equity Markets

#5 Primary Markets- Bonds Chapter 7 - PowerPoint Presentation - Primary Market Bonds MidTerm Midterm Review

#6a Equity Markts: Valuation of Public Companies Chapter 17 - Corporate Valuations

#6b Equity Markts: Valuation of Private Companies CASE STUDY: Alexandria Hotel LBO

#7 LBOs, M&A, and other Capital Market Deals  Chapter 9 - Transaction Analysis Final Exam Review

Live Final Exam Review via TEAMs   TEAMs LINK

Lecture Recordings

LECTURE 0 INTRO - TEAMS Recording 6/1

LECTURE 1 - Chapter 1-4 - Portfolio Management TIME-VALUE-OF-MONEY REVIEW Chapter 2-4 Spreadsheets Recording

LECTURE 2 - Secondary Stock Trading Chapter 10 Spreadsheet Recording

LECTURE 3 - Corporate Bonds Chapter 11 Spreadsheet Recording

LECTURE 4 -Equity Markets Recording

LECTURE 5 - Primary Markets: Corporate Bonds - Recording

MIDTERM REVIEW Recording Midterm Review

LECTURE 6a - Corporate Valuation - Public Companies Recording MIDTERM EXAM ANSWERS REVIEW Recording

LECTURE 6B - Valuation of Private Companies (DCF) Recording

LECTURE 7 - Bank Debt and Transaction Analysis Recording

FINAL EXAM REVIEW Recording Final Exam Review Page

Assigned Spreadsheets

Risk Return TVM Scenario Portfolio Return, Covariance & Correlation Beta Coefficient Statistics Worksheet

Sexondary Markets: Investing in Stocks

Secondary Markets: Investing in Bonds

Hyatt - Public Company Valuation

Case Study Template: Alexandria Hotel

AK Steel & Methods of Public Company Valuation Analysis

EXAMS

Midterm Exam  Midterm Review

Final Exam  Final Exam Review Page

Homework Assignments

Due#1 Chapter 1:  Questions  Part A 1-27 (Acrive Learning) use Excel format method  Chapter 1 Problem Questions Part A&B Ch. I Hwk Part A (1-27) Template Due #2 Chapter 1:  Questions:  Part B 1-10 (Active Learning (Excel  Chapter 1 Template)     Ch. I Hwk Part B (1-10) Template Chapter 1a and 1b Homework Answers

Due #3 Chapter 2: Questions 1-11    Chapter 2 Questions 1-11 Chapter 2 Excel Homework Template Chapter 2 Homework Answers Due #4 Chapter 3 Excel Spreadsheets Chapter 3 Homework Answers Chapter 4 Excel Templates Chapter 4 Homework Answers

Due #5 Chapter 10: Question 7 Chapter 10 Homework Problems Chapter 10 Homework Answers

Due #6 Due Sunday June 19 (11.59pm)  Chapter 11: Questions 9,10,11,15 Chapter 11 Homework Problems Chapter 11 Excel Templates Chapter 11 Homework Answers

Reading Assignments

RORs 1926 - 2016

Yahoo Finance

Project Assignments