|
Saturdays 8:15am -10:45am Office Hours: Remotely by Appointment (please
send an email)
|
Jan 30
|
Feb 6
|
|
|
|
|
|
|
Mar 27
|
Apr 3
|
Apr 10
|
Apr 17
|
Apr 24
|
May 1
|
May 8
|
May 15
|
May 22
|
|
INVESTMENT RISK/RETURN (TIME-VALUE
OF MONEY)
|
CORPORATE FINANCE (COMPANY
SPECIFIC AND TRANSACTION ANALYSIS)
|
|
An Analytical Approach to Investments Finance & Credit (1st Edition) C. Droussiotis Cognella Publishing
Link to purchase textbook/active learning
|
Intro Part 1 - Portfolio Management
|
Chapter #1
|
Chapter #2-3
|
Chapter #3-4
|
Into Part III - Secondary Markets Chapter
#10
|
Chapter #11
|
Chapter #11
MIDTERM EXAM REVIEW Chapters #1-4,
10, 11
|
|
|
|
Intro Part IV - Company Specific Analysis Chapter
#15
|
Chapter #15 16 (Partial)
|
Chapter #17
|
Chapter #17
|
Chapter #17
|
Intro Part II - Primary Markets Chapter
#9 and Final Exam Review for Chapter 15-17,
9
|
|
|
Baruch Bookstore
|
|
Chapter #5 Chapter #6 (Partial)
|
Chapter #9
|
Chapter #5
|
Chapter #8
|
Chapter #7
|
CMIDTERM EXAM REVIEW Chapters #5-9 Review
|
|
|
Chapters #2-3
|
Chapters #11
|
Chapters #11
|
Chapters #11
|
|
|
|
Assigned Lectures & Class Presentations
|
Introduction to Finance Lecture 0
|
Lecture 1 Presentation
Time Value of Money Practice
|
Lecture 2 Presentation
|
Lecture 3a Presentation
Lecture 3b Presentation
|
Lecture 4 Presentation
|
Lecture 5 Presentation
|
|
|
Lecture 6a Prsentation
|
Lecture 6b Presentation
|
Lecture 7 Presentation
|
|
|
Lecture 8 Presentation
|
|
|
Zoom Recordings
|
Zoom Recording 1/30
|
Zoom Recording 2/6
|
Zoom Recording 02/13
|
Zoom Recording 2/21
|
Zoom Recording 2/27
|
Zoom Recording 3/6
|
|
|
|
|
|
|
|
|
|
|
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
|
Cash Flow and Ratio Analysis Celerity Technology
Projections' Analysis
|
Chapter 17 Valuation Analysis
|
Chapter 17 Valuation Analysis
|
Chapter 17 Valuation Analysis
|
Private Company Valuation - Alexandra Hotel
LBO Transaction Analysis
|
|
|
EXAMS
|
|
|
|
|
|
|
Midterm Exam Review
|
MIDTERM EXAM
|
|
|
|
|
|
|
FINAL EXAM
|
|
Homework Assignments
(Via Active Learning or manually)
|
|
|
Chapter 1: Questions Part A 1-27 (Acrive
Learning) use Excel format method
Chapter 1 Problem Questions Part A&B
|
Chapter 1: Questions: Part B 1-10 (Active Learning (Excel
Chapter 1 Template)
|
Chapter 2: Questions 1-11
Chapter 2 Questions 1-11
Chapter 3: Questions 2,3,4
|
Chapter 10 Homework Problems
|
Chapter 11: Questions 9,10,11,15
|
|
|
|
|
|
|
|
|
|
Spreadsheet Templates (homework/assignments/exams) Available on Active Learning
|
|
|
Chapter 1 (Part A and B) Homework Template
|
Chapter 1 (Part A and B) Homework Template
|
Chapter 2 Excel Homework Template
Chapter 3 Excel Spreadsheets
Chapter 4 Excel Templates
|
|
Chapter 11 Excel Templates
|
|
|
|
Chapter 15 Excel Templates
|
Chapter 16 Excel Templates
|
Chapter 16 Excel Templates
|
Chapter 17 Excel Templates
|
|
|
Project Assignment
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Project Description
Zeus Stock Portfolio Analysis
Yahoo Finance
|
|
|
Relevant Articles/Links
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
