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

1/11-1/17

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

1/18-1/24

Efficient Capital Markets, Behavioral Finance, and Technical Analysis II

Slides: continued

MLK Day, Monday, 1/18, No Classes

 

Same
 

Week 3

1/25-1/31

 Efficient Capital Markets, Behavioral Finance, and Technical Analysis III

Slides: continued

Presentation 1: 1) an overview of your firm, 2) an overview of the industry, its issues and trends, and the firmís competitors, 3) a discussion of the areas that you might investigate for mispricing and the techniques you might use to demonstrate the mispricing, and 4) a discussion of why this would be an appropriate addition to the portfolio.

MindTap Assignment: Due 2/7 (MindTap Assignments are in D2L.)

 

Same

2

(Top)

Week  4

2/1-2/7

 The Practice of Fundamental Investing

Slides: Topic 2

MindTap Assignment: Due 2/14

 

Chap. 10

3

(Top)

Week  5

2/8-2/14

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

Slides: Topic 3

Presentation 2:  1) seven ways capital can be allocated, 2) compensation and governance, 3) analysis of the industry and its trends, and 4) construction of a peer group.

Spring Break Day, Wednesday, 2/10, No Classes 

 

Chap. 9

 

Week  6

2/15-2/21

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

Slides: continued

MindTap Assignment: Due 2/28

Assessment Day, Tuesday, 2/16, No Classes 

 

Same

 4

(Top)

Week  7

2/22-2/28

 Free Cash Flow Analysis I

Slides: Topic 4

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

Presentation 3: 1) characterize your firm, e.g., growth, value, defensive, cyclical, etc., 2) the competitive strategy of your firm, 3) SWOT analysis, and 4) revenue and earnings trends: five years of historical data and five years of projections.

Presentation Notes: In (1), (2) and (3), do not limit yourself to the categories or discussions in the textbook, and in (4) be prepared to explain how you calculated the projections and how you justify them in economic and financial terms.

MindTap Assignment: None

 

Damodaran,  Chap. 14 (D2L Login Required)

 

Week 8

3/1-3/7

Free Cash Flow Analysis II

Slides: continued

Reading: Same

MindTap Assignment: None

Exam 1, Friday 3/5 (through Topic 4)

 

 Same

 

Week  9

3/8-3/14

Free Cash Flow Analysis III

Slides: continued

Reading: Same

MindTap Assignment: None

Student Break Day, Tuesday, 3/9, No Classes 

 

Same
    Part II: Financial Statement Analysis  

5

(Top)

Week 10

3/15-3/21

Ratio Analysis  I

Slides: Topic 6

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

MindTap Assignment: None

 

Brigham, Chap. 4
 

Week  11

3/22-3/28

Ratio Analysis  II

Slides: Same

Presentation 5: Final Presentation Practice

MindTap Assignment: None

 

Same

    Part III: Advanced Portfolio Management  

6

(Top)

Week  12
3/29-4/4

Equity Portfolio Management Strategies

Slides: Topic 6

Presentation 6: Final Presentation Practice

MindTap Assignment: Due 4/11

Student Break Day, Wednesday, 3/31, No Classes

 

Chap. 11

7

(Top)

Week  13
4/5-4/11

Professional Portfolio Management, Alternative Assets, and Industry Ethics

Slides: Topic 7

Presentation 7: Final Presentation Practice

MindTap Assignment: Due 4/18

Fall Registration Opens, Monday, 4/5 

 

Chap. 17

 8

(Top)

Week  14
4/12-4/18

Evaluation of Portfolio Performance 

Slides: Topic 8

Presentation 8: Final Presentation Practice

MindTap Assignment: Due 4/25

Student Break Day, Friday, 4/16, No Classes

  

Chap. 18

  Week  15
4/19-4/25
Presentations to the WSU Foundation

 

  Date: TBA 


 

 

 

Final Exam

  Date: See Registrar's Website

  Equity Report due in D2L: TBA