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TUE
& THU 12:30-1:45,
2:00-3:15 CH 68
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Jan 26
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Jan 31
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Feb 2
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Feb 7
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Feb 9
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Feb 14
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Feb 16
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Feb 21
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Feb 23
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Feb 28
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Mar 2
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Mar 7
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Mar 9
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Mar 14
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Mar 16
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Mar 21
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Mar 23
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Mar 28
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Mar 30
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Apr 4
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Apr 6
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Apr 11
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Apr 13
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Apr 18
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Apr 20
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Apr 25
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Apr 27
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May 4
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May 8-12 TBA
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MONEY & INVESTMENTS
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INVESTMENT AND COMMERCIAL BANKING, PRIMARY MARKETS AND INSTITUTIONAL FINANCE
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Cognella Publishing
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Chapter 1
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Chapter 2
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Chapter 3
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Chapter 4
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Chapter 10 & Partial Chapter 17 (Methods 1-5)
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Chapter 11
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Going over midterm exams
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Chapters 5 and 6
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Chapter 7
Chapter 8
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Chapter 15
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Chapter 18
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Assigned Lectures
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Lecture #0: Syllabus/Class Discussion
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Lecture #1: Time Value of Money
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Lecture #2: Investment Risk & Return
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Lecture #3: Portfolio Measurment of Risk, Return, Correlation and Comperative Analysis
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Lecture #4: Equity Market - Secondary and Trading & Valuation
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Lecture #5: Debt Market - Secondary Bond Trading
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EXAM REVIEW
Midterm Exam Review Outline
Zoom Recording - Midterm Exam Review
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Lecture #6: Equity Market - Primary
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Lecture #7: Debt Market - Corporate Bond and Loan Primary
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Lecture #8: Understanding Financial Statements
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Lecture #9: Banker's Credit Analysis
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EXAM REVIEW PRE-RECORDED
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PowerPoint Presentations
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Introduction to Investments, Finance and Credit
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Lecture 1: Time Value of Money
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Lecture 2 Presentation
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Lecture 3a Presentation
Lecture 3b Sharpe Ratios, CAPM, Alpha
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Lecture 4a Presentation
Lecture 4b Intro to Stock Valuation
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Lecture 5a -Corporate Bonds
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Lecture 6a - Primary Markets - Raising Equity - Private
Lecture 6b - Primary Markets - Raising Equity - Public
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Lecture 7a Primary Markets - Raising Bonds
Lecture 7b -Primary Markets - Raising Corporate Loans
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Lecture 8 Presentation
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Assigned Spreadsheets
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TVM Mini Template
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Risk, Return & TVM
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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: Investing in Bonds
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Chapter 15 Excel Template
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CASE 1
CASE STUDY #1: Hotel Expo
CASE STUDY #1: Hotel Expo
CASE STUDY #1: Hotel Expo - Template with Answers
CASE 2
CASE STUDY #2: Celerity Technology Cash Flow and Ratios
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CASE 3
Case #3 - Home Suites
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CASE 4
Case #4: Pegasus Technology Covenant Analysis
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Lecture Videos
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Portfolio Management
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Secondary Markets: Equity Markets, Analysis and Valuation
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Secondary Markets: Bond Markets, Analysis and Valuation
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EXAMS
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MidTerm Exam I (On-Line Via Active Learning)
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MidTerm Exam II (On-Line Via Active Learning)
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Final Exam
Final Exam Review
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Chapter 1 - TVM Homework
Chapter 1 - TMV Homework Excel Template
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Chapter 1b - Risk and Return Homework
Chapter 1 - Risk and Return Template
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Chapter 2 Questions 1-11
Chapter 2 Excel Templates
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Chapter 3 Excel Spreadsheets
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Chapter 10 Homework Problems
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Please skip calculating the Convexity on the last question
Chapter 11 (CD) Homework
Chapter #11 Excel Templates
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Due May 4 (upload on Dropbox)
Optional Project Zoom Link
Optional Final Project Description
Hyatt Hotels Fin and Val Analysis Spreadsheet
Yahoo Finance
United Airlines
Marcus Hotels
Silgan
Dunkin
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Case Studies
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Home Suites - Transaction, Company and Industry Information - Part I
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Home Suits - Financial Model - Part 2
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Home Suites - Loan and Syndication - Part 3
Home Suites - Other Credit Analysis - Part 4
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Reading Material
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