| Week | BKM | Topics |
| 8/26 | 1,2 | Introduction and basic financial securities |
| 9/2 | 2 | Basic financial securities |
| 9/9 | 3 | Securities Markets |
| 9/16 | 4 | Mutual Funds and ETFs |
| 9/23 | 13 | Equity Valuation: Firm Analysis (skip 12.5) |
| 9/30 | 21 | Investment Process |
| 10/7 | 5 | Portfolios: Risk and Return / Capital Allocation Line; |
| 10/14 | Exam on Thursday. Bring a blue OCR "bubble" sheet. | |
| 10/21 | 6 | Portfolios: Diversification (skip section 6.5 for now) |
| 10/28 | 7 plus 6.5 | Portfolios: CAPM and Factor Models (Add section 6.5 and skip section 7.5). |
| 11/4 | 8, 9 | Efficient Markets Hypothesis and Behavioral Finance and Technical Analysis |
| 11/11 | -- | Cont'd |
| 11/18 | 18 | Portfolios: Performance Evaluation and Management (skip sections 18.6 on mkt timing and 18.7 on Treynor-Black) |
| 11/20 | -- | Cont'd |
| 11/27 | 15 | Options: Introduction |
| 12/2+ | -- | Cont'd |
| as time premits | ||
| Horvath- 12 14 |
VC Venture Capital Financing - just the slides viewed in class -- no reading. Equity Valuation: Macro Analysis Valuation: (Financial Statement Analysis, abbreviated) |
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| Final Exam Cumulative (but more weight on newer material) - See place/time on Syllabus |