Introduction to the nature, problems, and process of evaluating particular securities and portfolio construction and administration. Special attention is directed to the risk and rate of return aspects of particular securities, securities portfolios, and total wealth. Prerequisite: MBA Core Finance.
We will cover five main topics: - Equity valuation - Fixed income valuation - Portfolio management - Global portfolio management - Options and risk management
Student learning goals
General method of instruction
Lecture-based class based on textbook and parallel readings.
Class assignments and grading
- Group project: write and present a full company valuation with buy/hold/sell recommendation - Midterm and final