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Tuesdays/Thursdays 11:00am
- 12:15pm SC Room 107
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Jan 20
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Jan 25
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Mar 15 On-line Exam
only via TEAMS
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Mar 17
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Mar 22
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Mar 24
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Mar 29
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Mar 31
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Apr 5
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Apr 7
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Apr 12
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Apr 14
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Apr 19
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Apr 21
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Apr 26
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April 28, May 3-5 Final Project Worksheet Exam Review Date
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May 10 Review Day (online via TEAMS)
TEAMS CHANNEL LINK
May 12 Reading Day-No Class
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May 17 12:20pm - 2:20pm On-Line
TEAMS CHANNEL LINK
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TEAMS (sign-in)
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REVIEW BFIN 2201 (Time-Value of Money, Return
Analysis)
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INVESTMENT RISK/RETURN /TIME/ALLOCATION (Correlation,
Efficient Frontiers, Optimum FrontierBeta, Sharpe Ratio, CAPM, Alpha)
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CORPORATE FINANCE (COMPANY
SPECIFIC AND TRANSACTION ANALYSIS)
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An Analytical Approach to Investments Finance & Credit (1st Edition) C. Droussiotis Cognella Publishing
Link to Purchase the textbook
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Intro Part 1 -Investments, Finance & Credit
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Chapter #1
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Chapter #2
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Chapter #3
Chapter #4
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Part III - Secondary Markets Chapter #10
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Chapter #11
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MIDTERM EXAM REVIEW Chapters #1-4,
10,11
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Intro Part IV - Company Specific Analysis Chapter
#15
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Chapter #15
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Chapter #16
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Chapter #17
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Intro Part II - Primary Markets Chapter
#9 and Final Exam Review for Chapter 15-17,
9
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R E A D I N G D A Y
FINAL PROJECT DUE MAY 10 @ 11.59PM
Project Description and Assigned Companies
Hyatt Financial Analysis and Valuation
Hyatt Valuation Presentation
Yahoo Finance
United Airlines
Marcus Hotels
Silgan
Dunkin
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Assigned Lectures
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AGENDA: - Biography
- Syllabus/Website
- Active Learning / Templates
- Project
/ Exams
- Student Intros
- Intro to Fin - Lecture 0
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AGENDA: - Finance Prep Revisited
- TVM
- Intro Risks & Return
- Portfolio
Concepts
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AGENDA: - Risk, Return, Allocation
- Cov/Cor
- Efficient Frontiers
- Optimum
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AGENDA: - Comparative Analysis
- Beta, Alpha
AGENDA: - Sharpe Ratio (optimum)
- CAPM and other Ret. Expectation
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AGENDA: - Secondary Markts (Exchange)
- Trading Stocks
- Strock Returns
- Basic
Equity Val Concepts
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AGENDA: - Secondary Markts (Exchange)
- Trading Bonds
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AGENDA: - Trading Bonds
- Review Chapters 1-4
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AGENDA: - Trading Bonds
- Review Chapters 10-11
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AGENDA: - Financial Statements
- Building Cash Flow
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AGENDA: - Cash Flow Statment
- Financial Ratio Analysis
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AGENDA: - Financial Ratio Analysis
- Projections Concepts
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AGENDA: - Corporate Valuation
- Six (6) methods
- LBO Case Study
- Private
Co. DCF
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AGENDA: - LBO Case Study
- Raising Capital
- Private Co. Value
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Class Presentations
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Introduction to Finance Lecture 0
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Lecture 1 Presentation
Time Value of Money Practice
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Lecture 2 Presentation
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Lecture 3a Presentation
Lecture 3b Presentation
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Lecture 4a Presentation
Lecture 4b Intro to Stock Valuation
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Midterm Exam Review
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Lecture 5 Presentation
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Lecture 5 Presentation
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Lecture 6a Prsentation
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Lecture 6b Presentation
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Lecture 7 Presentation
Chapter 16 - Projections - PowerPoint
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Lecture 8 Presentation
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Assigned Spreadsheets
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Risk, Return & TVM
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Coveriance, Correlation & Eff. Frontiers
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Betas and Regression Analysis
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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Secondary Markets: Investing in Bonds
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Chapter 15 - Financial Statement Analysis
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Chapter 15 Spreadsheet -Problems Answers Projections
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Chapter 16: Projections' Analysis
Chapter 16 Spreadsheet - Case Study Projections
Chapter 16 Spreadsheet - Problems Answers Projections
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Chapter 17: DCF Private Company Example
LBO Transaction Analysis
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Case Studies & Spreadsheets
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Case Study #1: Celerity Technology Cash Flow and Ratios
Case Study #1 - Celerity Technology
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Case Study #2: Alexandria Hotel LBO
Case Study #2: Alexandria Hotel Template
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Case Study #3: Hotel Expo
Case #3: Excel Template
Hotel Expo - Template with Answers
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Case #4: Colorado Dental - Proforma Balance Sheet
Casse #4: Colorado Dental - Transaction S&U, WACC and Debt Capacity
Case #4: Colorado Dental: Debt Schedules - Floating and Fixed Rates
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Case #5: Public to Private LBO
Case #5: Public to Private LBO Case Study Template
Testing the Twitter Acquisition
Buyout Press Release on Reuters
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Hyatt Financial Analysis and Valuation
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EXAMS
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MIDTERM EXAM I (CHAPTERS 1-4)
Midterm Exam I Review
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MIDTERM EXAM II (CHAPTERS 10-11)
Midterm Exam II Review
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FINAL EXAM
Final Exam Review Chapter 15, 16, 17 & 9
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Homework Assignments
(Via Active Learning or manually) USE EXCEL TEMPLATES
BELOW TO SOLVE PROBLEMS
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Due#1
Chapter 1: Questions Part A 1-27 (Acrive
Learning) use Excel format method
Chapter 1: Questions: Part B 1-10 (Active Learning (Excel
Chapter 1 Template)
Chapter 1 Problem Questions Part A&B
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Chapter 2: Questions 1-11
Chapter 2 Questions 1-11
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Chapter 3: Questions 2,3,4
Chapter 4: Questions 7,8,9
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Chapter 10 Homework Problems
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Due #7 Friday 10/8 11.59pm
Chapter 11: Questions 9,10,11,15
Chapter 11 Homework Problems
Chapter 11 Homework Answers
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Spreadsheet Templates (homework/assignments/exams) Available on Active Learning
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Ch. I Hwk Part A (1-27) Template
Ch. I Hwk Part B (1-10) Template
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Chapter 2 Excel Homework Template
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Chapter 3 Excel Spreadsheets
Chapter 4 Excel Templates
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Chapter 11 Excel Templates
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Project Assignment
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Relevant Articles/Links
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