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Zoom Link to Seminars
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Jan 21
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Jan 28
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Feb 18
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FEb 25
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Mar 4
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Mar 11
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Apr 1
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Apr 8
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Apr 15
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Apr 22
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Saturdays 11:00am-12:30pm
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INVESTMENT PORTFOLIO MANAGMENT (4 SEMINARS)
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PRIMARY & SECONDARY MARKETS
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PRIMARY & SECONDARY MARKETS
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COMPANY SPECIFIC ANALYSIS (3 Seminars)
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Seminar Description
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Time Value of Money
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Risk, Return Analysis, Covariance, Correlation and Efficient Frontiers
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Alpha and Beta Coefficients, CAPM, R-Square and Regrassion Analysis
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Sharpe Ratios, Standard Deviation, Jensen's Alpha, M Square and Treynor Measure
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Stock Market
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Options Markets
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Equity (Primary Market)
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Bond Markets
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Debt Markets
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Credit Markets
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Financial Statment Analysis
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Valuation Analysis (Publicly Traded Company)
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Valuation Analysis (Privately Held Company)
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Instructor
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Chris Droussiotis
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Chris Droussiotis
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Chris Droussiotis
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Chris Droussiotis
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Deniz Ozenbas
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Deniz Ozenbas
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Deniz Ozenbas
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Justin So
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Justin So
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Mike Zweeher
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Mike Zweeber
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Chris Droussiois
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Chris Droussiois
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Seminar Presentations
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Lecture 1: Time Value of Money
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Lecture 2a: Risk & Return
Lecture 2b: Covariance & Correlation
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Lecture 3 -Beta Coefficient, CAPM
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Lecture 4 Sharpe Ratio, Alpha, CAPM
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Lecture 6 Secondary Equity Market
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Lecture 7 Trading Options: Concepts & Strategy
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Lecture 8a Private Equity Issuance
Lecture 8b Public Equity (IPO)
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Lecture 9 Bond Secondary Market
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Lecture 10 Issuing Bonds
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Lecture 11a - Credit Markets - Raising Loans
Lecture 11b Secondary Loan Markets & CLOs
Lecture 11c Credit Risk Analysis
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Lecture 12 Financial Analysis
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Lecture 13a Valuations
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Lecture 13b Valuations (DCF)
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Seminar Spreadsheets
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TVM Mini Template
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Risk, Return & TVM
Coveriance, Correlation & Eff. Frontiers
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Betas and Regression Analysis
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Sharpe Ratios and CAPM
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Sexondary Markets: Investing in Stocks
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Secondary Markets: Trading and valuing Options
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Secondary Markets: Investing in Bonds
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Alexandria Hotel Template
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Financial Analysis
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Hyatt Financial Analysis and Valuation
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DCF Private Company Example
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Relevant Textbook/Articles/Links
To Purchase Textbook
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Chapter #1
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Chapters #1 & #2
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Chapter #3
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Chapter #4
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Chapters #10
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Chapters #13
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Chapters 5 & 6
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Chapters #11
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Chapter #7
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Chapter #8, 12 and 18
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Chapters #15
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Chapters #17
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Chapters #17
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