FIN 422: Student Managed Investment Fund

Larry Schrenk, Instructor

Schedule and Supplements

Topic Number

Date

Topics

Readings

(Available in D2L)

Part I: Financial Market Analysis

1

(Top)

Week 1

1/14-1/20

Efficient Capital Markets, Behavioral Finance, and Technical Analysis I

Slides: Topic 0, Topic 1

NOTE: All end-of-chapter problem solutions are available in D2L.

Videos on Presentation Skiolls

Preseenting:

10 20 30 Rule

Killer Presentation Skills

How to Present to Keep Your Audience's Attention

4 Essential Body Language Skills

PowerPoint:

How to Avoid Death by PowerPoint

How to Create an Awesome Slide Presentation

How to Design a Good Slide PowerPoint

PowerPoint - SNL (for fun)

Graphics/Data Visualization:

Data Visualization Keynote with Alberto Cairo

 

Chap. 5

 

Week  2

1/21-1/27

Efficient Capital Markets, Behavioral Finance, and Technical Analysis II

Slides: continued

MLK Day (1/21) No Classes

 

Same
 

Week 3

1/28-2/4

 Efficient Capital Markets, Behavioral Finance, and Technical Analysis III

Slides: continued

Presentation 1: This should include three topics: 1) an overview of your firm, 2) a discussion of the areas that you might investigate for mispricing and the techniques you might use to demonstrate the mispricing, and 3) an overview of the industry, its issues and trends, and the firmís competitors.

MindTap Assignment: Due 2/8 (MindTap Assignments are in D2L.)

 

Same

2

(Top)

Week  4

2/4-2/10

 The Practice of Fundamental Investing

Slides: Topic 2

MindTap Assignment: Due 2/15

 

Chap. 10

3

(Top)

Week  5

2/11-2/17

The Top-Down Approach to Market, Industry, and Company Analysis I

Slides: Topic 3

Presentation 2: Industry Analysis; Construction of Peer Group

 

Chap. 9

 

Week  6

2/18-2/24

The Top-Down Approach to Market, Industry, and Company Analysis II

Slides: continued

Presentation 3: Growth Analysis

MindTap Assignment: Due 3/1

Assessment Day (2/19) No Classes

 

Same

 4

(Top)

Week  7

2/25-3/3

 Free Cash Flow Analysis I

Slides: Topic 4

Reading: Damodaran, Investment Valuation 2e, Chap. 14 FCFE

MindTap Assignment: None

 

Damodaran,  Chap. 14 (D2L Login Required)

 

Week 8

3/4-3/10

Free Cash Flow Analysis II

Slides: continued

Reading: Same

MindTap Assignment: None

Exam 1, Friday 3/8 (Through Topic 4)

 

 Same

  3/11-3/17 Spring Break  
    Part II: Financial Statement Analysis  

5

(Top)

Week  9

3/18-3/24

Accounting Principles and Financial Statements 

Slides: Topic 5

Presentation 4: Free Cash Flow to Equity (FCFE) Model

MindTap Assignment: None

 

Brigham, Chap. 3

6

(Top)

Week 10

3/25-3/31

Ratio Analysis 

Slides: Topic 6

Presentation 5: Ratio Analysis

MindTap Assignment: None

 

Brigham, Chap. 4

7

(Top)

Week  11

4/1-4/7

Financial Forecasting   

Slides: Topic 7

Presentation 6: Pro forma Statements and Ratio Analysis

MindTap Assignment: None

Here are some video links that show how to use Goal Seek and Solver:

 

Brigham, Chap. 15

    Part III: Advanced Portfolio Management  

8

(Top)

Week  12
4/8-4/14

Equity Portfolio Management Strategies

Slides: Topic 8

Presentation 7: Final Presentation Practice

MindTap Assignment: Due 4/19

Spring Break Day (4/10) No Classes

 

Chap. 11

9

(Top)

Week  13
4/15-4/21

Professional Portfolio Management, Alternative Assets, and Industry Ethics

Slides: Topic 9

Presentation 8: Final Presentation Practice

MindTap Assignment: Due 4/26

Chap. 17

 10

(Top)

Week  14
4/22-4/28

Evaluation of Portfolio Performance 

Slides: Topic 10

Presentation 9: Final Presentation Practice

MindTap Assignment: Due 5/3

Chap. 18

  Week  15
4/29-5/5
Presentations to the WSU Foundation

   

  Date: 3:00 PM, May 2nd, WNB Finance Lab

  Report due in D2L: 5/5


 

 

 

Final Exam

  Date: 8:00-8:50, May 8th