LUBIN SCHOOL OF BUSINESS
Pace University
Prof. P.V. Viswanath
Fin 396L/FIN 680L Student Managed Investment Portfolio Spring 2002

Course Outline and Time-Table

Class Meeting Week and Days

Topics

Projects and other Deadlines

Week 1
January 24

Discussion of the Logistics of the Course; Division of Responsibilities; Introduction to Telerate and StockVal

 

Week 2
January 31

 Introduction to Discounted Cash Flow Analysis; Selection of Sector

 

Week 3
February 7

Chapters 7: Estimation of Discount Rates

 

Week 4
February 14

Chapters 8: Estimating Risk Parameters and Costs of Financing

 

Week 5
February 21 (no classes)

Chapter 9, 10: Quality of Earnings Numbers

 

Week 6
February 28

Chapter 11: Estimating Growth

 

Week 7
 March 7

Chapter 13: Dividend Discount Model

Presentation by Mr. Jason Graybill of Abner, Herrman & Brock Asset Management (AHBI);
Presentation by Health Care group

Week 8
 March 21

Chapter 14: FCFE Model

 

Week 9
March 26

Chap 17: Fundamental Principles of Relative Valuation

 

Week 10
April 4 (no classes)

 

 

 

Week 11
 April 11

Week 10: Chap 18: Earnings Multiples

 

Week 12
April 18

Week 11:Chap 19: Book Value Multiples

Presentation by Ariel Schochet, equity analyst

Week 13
April 25

Visit by Mr. Jack Salzman of Kings Point Partners, Portfolio Manager, Salzman Capital Management

Week 14
May 2

  Conclusion

Visit by Mr. Henry Beinstein, Executive Director, Schulte, Roth and Zabel, LLP.

May 9

Final Exam

 



Go to Prof. P.V. Viswanath's Home Page

Go to FIN 320 Home Page