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Columbia University - Introduction to Finance THURSDAYS 8:10-10:00PM

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Columbia University - School of Professional Studies
ENTERPRISE RISK MANAGEMENT

ERMCPS 5001 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 on a daily basis. 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.


INFORMATION:

LINKS:

 

INFORMATION:

LINKS:

 

INFORMATION:

LINKS:

Syllabus

Syllabus Fall 2021

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

Thursdays 8.10-10:00pm 

 HIGHFLEX FORMAT

825 Seeley W. Mudd Building 

Map to Building

Sep 9

Sep 16

Sep 23

Sep 30

Oct 7 

Oct 14

Oct 21 

Oct 28

Nov 4

 

Nov 11
 

Nov 18
 

Nov 26

Dec 2
 

Dec 9
 

Dec 16

Final Exam
Via Zoom 

INVESTMENT RISK/RETURN
(TIME-VALUE OF MONEY)


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 

To Purchase Textbook

Intro Part 1 - Portfolio Management

Chapter #1

Chapter #2-3

Chapter #3-4

Into Part III - Secondary Markets
 
Chapter #10

Chapter #11

MIDTERM EXAM REVIEW
Chapters
#1-4, 9,10

 

Intro Part IV - Company Specific Analysis
 
Chapter #15

Chapter #15
16 (Partial)

Chapter #17

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, Westfield & Jordan, 12E

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

Chapters #11

   

Assigned Lectures & Class Presentations

Introduction to Finance Lecture 0

Lecture 1 Presentation

TVM Practice Problems

Lecture 2 Presentation

Lecture 3a Presentation

Lecture 3b Presentation

Lecture 4 Presentation

Lecture 4b Intro to Stock Valuation

Lecture 5 Presentation

 

Lecture 6a Prsentation

Lecture 6b Presentation

Lecture 7 Presentation

 

Lecture 8 Presentation

 

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

 

CASE STUDY #1: Celerity Technology Cash Flow and Ratios

Financial Analysis

Projections Analysis

Valuation Analysis

CASE STUDY #2: Alexandria Hotel LBO

Case Study #1: Alexandria Hotel Template

Transaction Analysis (LBO, M&A)

 

EXAMS

             

MIDTERM EXAM

Midterm Exam Review

         

FINAL EXAM
VIA ZOOM

Final Exam Review Chapter 15, 16, 17 & 9

Homework Assignments (Via Active Learning or manually)

   

Due #1

Chapter 1: 

Questions  Part A 1-27 (Acrive Learning)

use Excel format method 

Chapter 1 Problem Questions Part A&B

Due #2

Chapter 1: 

Questions:  Part B 1-10 (Active Learning

(Excel  Chapter 1 Template)

 

 

Due #3

Chapter 2:

Questions 1-11 

 

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

Chapter 11: Questions 9,10,11,15

           

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

   

Ch. I Hwk Part A (1-27) Template

Ch. I Hwk Part B (1-10) Template

Chapter 2 Excel Templates

Chapter 3 Excel Spreadsheets

Chapter 4 Excel Templates

   

Chapter 11 Excel Templates

   

Chapter 15 Excel Templates

Chapter 16 Excel Templates

Chapter 17 Valuation Analysis

 

Project Assignment

                         

FINAL PROJECT DUE 12/20

Project Description and Assigned Companies

Hyatt Financial Analysis and Valuation

Yahoo Finance

Marcus Hotels

Silgan

Dunkin

Relevant Articles/Links