Module Start/Assignment Due Days |
Topics |
Projects, Deadlines, Resources |
Module 1 start
May 16 |
Module 1: Introduction to the Financial System (Slides)
Module 1: Operating and Financial Decisions (Slides) |
Start forming your teams |
May 18 |
|
Perusall Assignment final annotation date:
Financial Flexibility
|
| May 19 |
|
Quiz 1: What’s a financial system
Quiz 2: Financial Institutions
Quiz 3: Functions of the Financial System
Quiz 4: Banks |
| May 19 |
|
Financial and Operating Decisions Assignment due |
| May 19 |
|
Form your teams |
Module 2
May 19 |
Module 2: Porter Analysis, Corporate Strategy and Valuation
The interdependence of marketing/ management/ production decisions from the point of view of a project/firm value maximizing manager (Slides) |
|
| May 22 |
|
Perusall Assignment final annotation date:
Panmore Institute Porter Analysis of Apple |
| May 22 |
|
Quiz 5: Porter Analysis |
| May 22 |
|
Porter Analysis of Apple Inc. Assignment due |
Module 3
May 23 |
Module 3: Introduction to Financial Statements (Slides) |
|
| May 25 |
|
Perusall Assignment final annotation date:
When Better Profit Margins Aren't Better
|
| May 25 |
|
Quiz 6: Financial Statements and Fundamental Analysis |
Module 4
May 26 |
Module 4: Introduction to Dupont Analysis (Slides)
How Marketing Strategy can be improved/monitored through Dupont Analysis |
|
| May 29 |
|
Perusall Assignment final annotation date:
Leveraging Profitability |
| May 29 |
|
Quiz 7: Dupont Analysis |
Module 5
May 30 |
Module 5: Implementation of Dupont Strategies (Slides) |
|
| June 1-June 2 |
Team Test 1 |
|
| June 2 |
|
Perusall Assignment final annotation date: Trade Credit and Profitability |
| June 2 |
|
Quiz 8: Dupont Strategies |
| June 1-June 2 |
Test 1 |
|
| June 2 |
|
Dupont Analysis Assignment due |
Module 6
June 3 |
Module 6: Introduction to Capital Structure (Slides), Capital Structure Part II: Debt and Incentives (Slides)
Module 7: Capital Structure and Stockholder Incentives (Slides) |
|
June 5 |
|
Quiz 9: Capital Structure -- Modigliani-Miller
Quiz 10: Capital Structure -- Taxes, Incentives and Financial Distress |
| June 5 |
|
Perusall Assignment final annotation date:
Capital Structure and Shareholder Value |
| June 5 |
|
Trade Credit Assignment due |
Module 7
June 6 |
Module 7: Capital Structure and Stockholder Incentives (Slides) |
Chapter 16, "Bankruptcy Costs and Debtholder-Equityholder Conflicts" in Grinblatt and Titman (2001) |
| June 8 |
|
Credit Rationing Assignment due |
Module 8
June 9 |
Module 8: Capital Structure, Game Theory and Competition (Slides) |
|
| June 12 |
|
Quiz 11: Debt and Perverse Incentives |
| June 12 |
|
Perusall Assignment final annotation date: Bankruptcy Costs and Debtholder-Equityholder Conflicts |
| June 12 |
|
Myopia Assignment Due |
| June 15 |
|
Quiz 12: Capital Structure, Game Theory and Competition |
| June 15 |
|
Assignment on Game Identification Due |
Module 9
June 16 |
Module 9: Capital Structure and Competitive Strategy(Slides) |
|
| June 19 |
|
Assignment on Information Effects of Security Issuance Due |
| June 19 |
|
Perusall Assignment final annotation date: Capital Structure and Corporate Strategy |
| June 19 |
|
Quiz 13: Capital Structure and Competitive Strategy |
Module 10
June 20 |
Module 10: Capital Structure and Operating Strategy (Slides) |
|
| June 22 |
|
Perusall Assignment final annotation date: Capital Structure and Employment Flexibility
Perusall Assignment final annotation date: Workers Pay, Shareholders Profit |
| June 22 |
|
Quiz 14: Capital Structure and Operating Strategy |
Module 12
June 23 |
Module 11: Corporate Governance (Omitted)
Module 12: Risk Management -- Introduction and Tools (Slides)
|
Regression; Hedging Techniques – Options, Futures, Forwards;
Bodie, Merton and Cleeton, Chaps. 10 and 11 |
| June 26 |
|
Quiz 16: Risk Management Tools |
Module 13
June 27 |
Module 13: Risk Management and Strategy (Slides) |
Perusall Assignment final annotation date: Hedging, Insuring and Diversifying |
| June 29 |
|
Quiz 17: Risk Management and Operating Decisions |
| June 29 |
|
Perusall Assignment final annotation date: Framework for Risk Management
|
July 1
|
Team Test 2 |
|
| June 30 and July 1 |
Test 2 |
|
July 1 |
|
Risk Management at Apache, HBS case 201113; write-up due by midnight. |
