Tue and Thu 12:30pm-1:45pm
|
Aug 29 on-line
only via TEAMS
|
Aug 31
|
Sep 5 -7
|
|
|
|
Sep 28 (Pre-Recorded Exam Review)
|
Oct 3 & 5
|
Oct 10
|
Oct 12
|
Oct 17-19
|
Oct 24-26
|
Oct 31
|
Nov 2
|
Nov 7,9,14
|
Nov 16, 21
|
Nov 23
|
Nov 28-30
|
Dec 5
|
Dec 7
|
Dec 12-14 Reading Week
|
Dec 15 8:00am-10:00am via Active Learning
|
|
|
|
INVESTMENTS (PORTFOLIO MANAGEMENT)
|
|
|
CREDIT ANALYSIS (LBO, M&A
ANALYSIS)
|
|
|
|
|
|
|
|
|
|
|
|

Link to purchase textbook/active learning
|
Intro Part 1 - Portfolio Management
|
Chapter #1
|
Chapter #2-3
|
Chapter #3-4
|
In-Class Financial Modelling (Portfolio of Stocks)
Project I - Description
Zeus Stock Portfolio Analysis
Yahoo Finance Link
|
MIDTERM EXAM REVIEW Chapters #1-4 (Pre-recorded Zoom Session)
Midterm Exam Review Financial Modelling
Zoom Link for Midterm Exam Review
|
|
DISCUSSION ON MIDTERM EXAM AND PROJECT I
|
Intro Part IV - Company Specific Analysis Chapter
#15
Chapter #15 16 (Partial)
|
Chapter #9
CASE STUDY #6: Alexandria Hotel LBO
Case Study #6: Alexandria Hotel Template
|
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
|
In-Class Financial Modelling (LBO Model)
|
|
|
|
EXAM REVIEW
Final Exam Review Questions Outline
|
|
Assigned Lectures & Class Presentations
|
Introduction to Finance Lecture 0
|
Lecture 1: Time Value of Money
|
Lecture 2 Risk, Return, Correlation
Lecture 3 Beta Coefficient, Regression Analysis
|
Lecture 3b Sharpe Ratios, CAPM, Alpha
|
|
|
|
|
Lecture 4a Prsentation
Lecture 4b Presentation
|
|
|
|
Lecture 5 - Valuation of Public Companies
Project Description and Assigned Companies
Hyatt Financial Analysis and Valuation
Chapter 17 Valuation Analysis - Public Companies
|
Lecture 6 Presentation
HOME SUITES CASE STUDY
Home Suites Financial Model
|
|
|
Zoom Recordings
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Lecture Videos
|
|
Portfolio Management (Chapter 1-4)
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Assigned Spreadsheets
|
|
TVM Template
|
Risk, Return & TVM
Coveriance, Correlation & Eff. Frontiers
|
Betas and Regression Analysis
Sharpe Ratios and CAPM
|
|
|
|
|
CASE STUDY #1: Celerity Technology Cash Flow and Ratios
|
|
|
|
|
|
|
|
|
EXAMS
|
|
|
|
|
|
|
TWO PART- MIDTERM ON-LINE EXAM VIA ACTIVE LEARNING
|
|
|
|
|
|
|
|
|
|
FINAL EXAM (Via Actve Learning) DEC 15 8:00AM-10:00AM
|
Homework Assignments (Via Active Learning) Poroject Assignments
|
|
|
|
|
|
|
|
|
Project I Due (Portfolio
of Stocks)
|
|
|
|
|
|
|
|
Project II Due (Summary
LBO Analysis) Due
Dec 14
|
|
Spreadsheet Templates (homework/assignments/exams) Available on Active Learning
|
|
|
Chapter 1 - TVM Homework
Ch. I Hwk Part A (1-27) Template
|
Chapter 1b - Risk and Return Homework
Ch. I Hwk Part B (1-10) Template
Chapter 2 Excel Homework Template
|
Chapter 3 Excel Spreadsheets
Chapter 4 Excel Templates
|
|
|
|
|
Chapter 15 Excel Template
|
|
|
Chapter 16 Excel Template
|
|
|
|
|
|
Project Assignment
|
|
|
|
|
|
|
|
|
Final Project I Description - Stock Portfolio
Zeus Stock Portfolio Analysis (PDF)
Yahoo Finance
|
|
|
|
|
|
|
|
|
Relevant Articles/Links
|
|
|
|
|
|
|
|
|
|
Chapter 15 practice template
|
|
|
|
|
|
|
|