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Tue and Thu 12:30pm-1:45pm
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Aug 29 on-line
only via TEAMS
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Aug 31
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Sep 5 -7
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Sep 28 (Pre-Recorded Exam Review)
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Oct 3 & 5
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Oct 10
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Oct 12
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Oct 17-19
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Oct 24-26
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Oct 31
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Nov 2
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Nov 7,9,14
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Nov 16, 21
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Nov 23
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Nov 28-30
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Dec 5
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Dec 7
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Dec 12-14 Reading Week
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Dec 15 8:00am-10:00am via Active Learning
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INVESTMENTS (PORTFOLIO MANAGEMENT)
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CREDIT ANALYSIS (LBO, M&A
ANALYSIS)
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Link to purchase textbook/active learning
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Intro Part 1 - Portfolio Management
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Chapter #1
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Chapter #2-3
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Chapter #3-4
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In-Class Financial Modelling (Portfolio of Stocks)
Project I - Description
Zeus Stock Portfolio Analysis
Yahoo Finance Link
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MIDTERM EXAM REVIEW Chapters #1-4 (Pre-recorded Zoom Session)
Midterm Exam Review Financial Modelling
Zoom Link for Midterm Exam Review
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DISCUSSION ON MIDTERM EXAM AND PROJECT I
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Intro Part IV - Company Specific Analysis Chapter
#15
Chapter #15 16 (Partial)
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Chapter #9
CASE STUDY #6: Alexandria Hotel LBO
Case Study #6: Alexandria Hotel Template
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In-Class Financial Modelling (LBO Model)
Project II: Public to Private LBO
Public to Private LBO Case Study Template
Spirit Aitlines Hypothetical LBO Analyis
Public to Private LBO Case Study Answers PDF
Spirit Airlines @ Yahoo Finance
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In-Class Financial Modelling (LBO Model)
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EXAM REVIEW
Final Exam Review Questions Outline
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Assigned Lectures & Class Presentations
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Introduction to Finance Lecture 0
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Lecture 1: Time Value of Money
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Lecture 2 Risk, Return, Correlation
Lecture 3 Beta Coefficient, Regression Analysis
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Lecture 3b Sharpe Ratios, CAPM, Alpha
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Lecture 4a Prsentation
Lecture 4b Presentation
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Lecture 5 - Valuation of Public Companies
Project Description and Assigned Companies
Hyatt Financial Analysis and Valuation
Chapter 17 Valuation Analysis - Public Companies
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Lecture 6 Presentation
HOME SUITES CASE STUDY
Home Suites Financial Model
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Zoom Recordings
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Lecture Videos
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Portfolio Management (Chapter 1-4)
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Assigned Spreadsheets
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TVM Template
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Risk, Return & TVM
Coveriance, Correlation & Eff. Frontiers
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Betas and Regression Analysis
Sharpe Ratios and CAPM
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CASE STUDY #1: Celerity Technology Cash Flow and Ratios
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EXAMS
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TWO PART- MIDTERM ON-LINE EXAM VIA ACTIVE LEARNING
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FINAL EXAM (Via Actve Learning) DEC 15 8:00AM-10:00AM
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Homework Assignments (Via Active Learning) Poroject Assignments
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Project I Due (Portfolio
of Stocks)
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Project II Due (Summary
LBO Analysis) Due
Dec 14
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Spreadsheet Templates (homework/assignments/exams) Available on Active Learning
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Chapter 1 - TVM Homework
Ch. I Hwk Part A (1-27) Template
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Chapter 1b - Risk and Return Homework
Ch. I Hwk Part B (1-10) Template
Chapter 2 Excel Homework Template
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Chapter 3 Excel Spreadsheets
Chapter 4 Excel Templates
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Chapter 15 Excel Template
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Chapter 16 Excel Template
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Project Assignment
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Final Project I Description - Stock Portfolio
Zeus Stock Portfolio Analysis (PDF)
Yahoo Finance
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Relevant Articles/Links
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Chapter 15 practice template
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