Wk |
Dates |
Topics (BD Chapters refer to Berk and DeMarzo; BKM refers to Bodie, Kane and Marcus) |
Slides |
Projects and Other Deadlines
BD Chapters refer to Berk and DeMarzo
BKM refers to Bodie, Kane and Marcus
BS refers to Brightspace
assignments due by end of week, unless specified otherwise |
1 |
8/24-8/30 |
Chapter 1 (BKM): The Investment Environment (slides available) |
Slides on Financial Markets and Institutions Slides for BKM Chap 1 |
BS Assessment: What’s a financial system
BS Assessment: Financial Institutions
BS Assessment: Functions of the Financial System |
2 |
8/31-9/6 |
Chapter 2 (BKM) Asset Classes and Financial Instruments (Slides);
Chap. 3, 4 (BD): Interest Rates, Present Value and Arbitrage |
Slides for BKM Chapter 2
Slides for BD on Interest Rates and Arbitrage |
MFL Quizzes for Chaps 3 and 4
Connect Assignments and Assessments for Chap 2
BS Assessment: Arbitrage |
3 |
9/7-9/13 |
Chapter 3 (BKM): How Securities are Traded
Webnote: Securities Trading; Webnote: Short Sales and Margin Purchases |
Slides for BKM Chapter 3 |
Connect Assignments and Assessments for Chap 3 |
4 |
9/14-9/20 |
Chapter 4 (BKM): Mutual Funds and Other Investment Companies |
Slides for BKM Chapter 4
|
Connect Assignments and Assessments for Chap 4 |
|
9/21 |
Exam 1 |
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5 |
9/21-9/27 |
Chap. 2 (BD): Financial Statement Analysis |
Slides for Financial Statement Analysis |
MFL Quiz on Chapter 2 |
6 |
9/28-10/4 |
Chap 6 (BD): Basics of Valuing securities: Bonds
Chap 9 (BD): Valuing Stocks |
Slides on Bond Valuation
Slides on Stock Valuation |
MFL Quizzes on Chapters 6 and 9 |
7 |
10/5-10/11 |
Chap. 8 (BD): Fundamentals of Capital Budgeting |
|
MFL Quizzes on Chap 8
BS Assessment: Discount Rates |
8 |
10/12-10/18 |
Chapter 14 (BD): Capital Structure in a Perfect Market
Chapter 15 (BD): Debt and Taxes;
Chapter 16 (BD): Financial Distress, Managerial Incentives and Information |
Slides on Capital Structure |
MFL Quiz on Chapter 14
BS Assessment: Capital Structure Modigliani-Miller
BS Assessment: Capital Structure Taxes, Incentives and Financial Distress
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10/19 |
Exam 2 |
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9 |
10/19-10/25 |
Chapter 5 (BKM): Introduction to Risk, Return, and the Historical Record |
Slides for BKM Chapter 5 |
Connect Assignment and Assessment for Chapter 5 |
10 |
10/26-11/1 |
Chapter 6 (BKM) Risk Aversion and Capital Allocation to Risky Assets
Webnote: Risk and Risk Aversion
Chapter 7 (BKM): Optimal Risky Portfolios
Webnote: Optimal Risky Portfolios |
Slides on Risk Aversion and Capital Allocation
Slides on Optimal Risky Portfolios |
Connect Assignments and Assessments for Chapters 6 and 7 |
11 |
11/2-11/8 |
Chapter 9 (BKM) The Capital Asset Pricing Model
Webnote: The Capital Asset Pricing Model
Chapter 10 (BKM) Arbitrage Pricing Theory and Multifactor Models of Risk and Return |
Slides on CAPM
Slides on Multifactor Models |
Connect Assignments and Assessments for Chapters 9 and 10
CPI Card Case: Beta Computation Project |
12 |
11/9-11/15 |
Chapter 15 (BKM) The Term Structure of Interest Rates
Webnotes: The Determination of Interest Rates
Webnotes: The Term Structure of Interest Rates |
Slides for BKM
Chapter 15: The Term Structure of Interest Rates
Webnotes: The Determination of Interest Rates
Webnotes: The Term Structure of Interest Rates |
Connect Assignment and Assessment for Chapter 15
Term Structure Project |
13 |
11/16-11/23 |
Chapter 13 (BD): Behavioral Finance with emphasis on decision-making in the firm (BKM, other books/material) (including efficient markets hypothesis) |
Slides for BKM Chapter 12 in BKM: Behavioral Finance and Technical Analysis
Slides for BD Chapter 13. |
Connect Assignment and Assessment for Chapter 12
MFL Quiz for Chapter 13
BrightSpace Assessment: Behavioral Biases
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14 |
11/25 |
Exam 3 |
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