| Week | BKM | Topics |
| 1/13 | 1,2 | Introduction and basic financial securities |
| 1/20 | 2 | Basic financial securities |
| 1/27 | 3 | Securities Markets |
| 2/3 | 4 | Mutual Funds and ETFs |
| 2/10 | 13 | Equity Valuation: Firm Analysis (skip 13.5) |
| 2/17 | 21 | Investment Process |
| 2/24 | 5 | Portfolios: Risk and Return / Capital Allocation Line; |
| 3/3 | 6 | Portfolios: Diversification (skip section 6.5 for now) |
| 3/10 | Exam on Tuesday. Bring a blue OCR "bubble" sheet. | |
| 3/24 | 7 plus 6.5 | Portfolios: CAPM and Factor Models (Add section 6.5 and skip section 7.5). |
| 3/31 | 8, 9 | Efficient Markets Hypothesis and Behavioral Finance and Technical Analysis |
| 4/7 | -- | Cont'd |
| 4/14 | 18 | Portfolios: Performance Evaluation and Management (skip sections 18.6 on mkt timing and 18.7 on Treynor-Black) |
| 4/21 | -- | Cont'd |
| 4/28 | 15 | Options: Introduction |
| 5/5+ | -- | 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) |
|
| Final Exam Cumulative (but more weight on newer material) - See place/time on Syllabus |