BUS-F303: INTERMEDIATE INVESTMENTS Fall 2020 Mor Haziza SYLLABUS Class Location: HH2006 and Online Office Hours: Wednesday 3:00 – 4:30 PM and by appointment (on Zoom). Office Hours link: Email: [email protected] COURSE DESCRIPTION Welcome to Intermediate Investments , your first step into a future investment career! There are two major goals for this course: 1. Understand the structure of modern investment industry and its role in the economy; 2. Master important statistical skills that are currently used in real world investment research. In detail, we will first get a satellite view of the investment business. Then we are going to cover three categories of investment instruments: Equity, Debt, and Derivatives. Along the way we will get hands on several useful statistical/econometric methods and learn from the real financial market. The knowledge and skills covered in this course will help you in both professional career and further study in graduate school. RECOMMENDED TEXTBOOK The only recommended textbook is “ Essentials of Investments” by Bodie, Kane and Marcus, 11 th edition. It is an excellent intermediate level textbook for learning investment. It also provides materials related to the CFA (Chartered Financial Analyst) tests. Therefore, you may consider it as a good investment not only for this course, but also for your future career in finance. The book is not required though, as we will have our own lecture notes (developed from this textbook). CLASS PARTICIPATION Class participation is required. Throughout the semester, you can earn your participation grade by volunteering to answer questions; asking relevant questions and making relevant comments to class discussion. In addition, you might be cold called to answer lecture note questions, help us summarize and review contents learned from the last lecture. The participation grade is on a scale of 0 - 10.