Schedule

The schedule below is subject to change. You will be notified if significant changes are made. The β€œBKM” column indicates chapters from the textbook (Investments by Bodie, Kane and Marcus). The β€œReading” associated with each lecture needs to be done prior to the lecture. You will have to take a short quiz on Canvas prior to each lecture with a required pre-class reading.

Date Lecture Topic BKM Reading Lab
Tue, Jan 20 1 The Investment Environment 1 πŸ“–
Thu, Jan 22 2 Foundations of Financial Markets 2, 3, 4 πŸ“– πŸ”¬
Tue, Jan 27 3 Measuring and Comparing Returns 5 πŸ“– πŸ”¬
Thu, Jan 29 4 Measuring Risk and Expected Return 5 πŸ“– πŸ”¬
Tue, Feb 3 5 Portfolio Risk and Returns 6, 7 πŸ“– πŸ”¬
Thu, Feb 5 6 Optimal Capital Allocation 6, 7 πŸ“– πŸ”¬
Tue, Feb 10 7 Mean-Variance Portfolio Optimization 6, 7 πŸ“– πŸ”¬
Thu, Feb 12 8 Optimal Asset Allocation 6, 7 πŸ“– πŸ”¬
Tue, Feb 17 9 Review Session πŸ”¬
Thu, Feb 19 EXAM 1
Tue, Feb 24 10 Single-Index Model 8 πŸ“– πŸ”¬
Thu, Feb 26 11 Treynor-Black Model 8 πŸ“– πŸ”¬
Tue, Mar 3 11 Treynor-Black Model 27 πŸ”¬
Thu, Mar 5 12 CAPM 9, 13 πŸ“– πŸ”¬
Tue, Mar 10 13 Cost of Capital Estimation 10, 13 πŸ“– πŸ”¬
Thu, Mar 12 14 Bond Pricing 14 πŸ“–
Tue, Mar 17 NO CLASS – Spring Recess
Thu, Mar 19 NO CLASS – Spring Recess
Tue, Mar 24 15 Bond Yields 14 πŸ“–
Thu, Mar 26 16 Bond Risk 16 πŸ“–
Tue, Mar 31 17 Review Session πŸ”¬
Thu, Apr 2 EXAM 2
Tue, Apr 7 18 Valuation Using Multiples 18, 19 πŸ“– πŸ”¬
Thu, Apr 9 19 Dividend Discount Models 18, 19 πŸ“–
Tue, Apr 14 19 Dividend Discount Models 18, 19 πŸ”¬
Thu, Apr 16 20 Discounted Cash Flow Analysis 18, 19 πŸ“–
Tue, Apr 21 20 Discounted Cash Flow Analysis 18, 19 πŸ”¬
Thu, Apr 23 20 Discounted Cash Flow Analysis 18, 19 πŸ”¬
Tue, Apr 28 21 Introduction to Options 20 πŸ“–
Thu, Apr 30 22 Option Trading Strategies 20 πŸ“–
Tue, May 5 23 Option Valuation 21 πŸ“–
Thu, May 7 24 Review Session πŸ”¬