Lecture Videos
I post all of my lecture videos to my Youtube channel. You can find videos covering introductory finance, investments, portfolio management, and various tutorials. If you have any questions or would like any of my lecture materials (slides, spreadsheets, etc.), please feel free to contact me.
Introductory Finance
Financial statement analysis: Part 1, Part 2, Part 3, Part 4.
The financial environment: Part 1, Part 2, Part 3.
The time value of money: Part 1, Part 2, Part 3, Part 4.
The cost of money (interest rates): Part 1, Part 2, Part 3.
Introduction to stocks: Final considerations.
Risk and return: Part 1, Part 2.
The cost of capital: Part 1, Part 2.
Capital structure: Part 1, Part 2.
Managing short-term financing.
Introduction to Investments
The investment environment: Basic terms and the business cycle, jobs in finance, asset classes, and IPS's.
Security markets: Private issuance, IPOs and the secondary market, and secondary market trading.
Investment information and security transactions: Resources for investors, brokers and trading, and indexes.
Risk and return: Calculating types of returns, statistical properties of returns, historical data.
Modern portfolio concepts: Covariance and correlation, portfolio objectives, modern portfolio theory, portfolio optimization in MPT.
Capital Asset Pricing Model: beta, CAPM, using CAPM, additions to the CAPM.
Principles of investing: Common stock, dividends and repurchases, data collection for stock events,
Analyzing common stocks: Economic analysis, industry analysis, fundamental analysis, and security analysis using Bloomberg.
Stock valuation: Market multiples and discounted cash flows valuation.
The efficient markets hypothesis.
Futures contracts: Characteristics and pricing, futures and swaps.
Managing your own portfolio: Basics, methods, and market timing.
Portfolio Management
An introduction to portfolio management.
Student managed investment funds (SMIF).
Modern portfolio concepts: Covariance and correlation, portfolio objectives, modern portfolio theory, portfolio optimization in MPT.
Capital Asset Pricing Model: beta, CAPM, using CAPM, additions to the CAPM.
Portfolio performance metrics.
Advanced portfolio assessment techniques.
Why do we analyze macroeconomic conditions?
How do we assess economic growth?
Collecting basic firm information.
Single-stage valuation models.
Sensitivity analysis for equity valuation.
Scenario analysis for valuation.