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Unformatted text preview: BM409 Investment Management Academy Class Objectives and Schedule Investment Management Academy Business Management 409 Winter Semester 2012 Following is our schedule of class topics, readings, objectives and Learning Tools. To help you prepare and get the most out of class activities, readings, PowerPoints, and Learning Tools are to be read before coming to class on the specified day. AEIV refers to the book Analysis of Equity Investments: Valuation , 2002. Materials are found on Dropbox. Please note that Bloomberg Essentials, Equity and Fixed Income certification on Bloomberg will be done outside of class. Week Date Topic Do Before Class 1 Day 1: Fundamental: Introduction to the Academy/Internship PPT:409-01 Introduction Thursday, January 5 Objectives Understand the course structure: syllabus and class schedule Understand student expectations Share effective learning techniques Understand the relationship between BM409 and BM415 Understand the key Principles of Finance Lab 1: Lab: Valuation and Careers Envirolawn Case Friday, January 6 Objectives PPT:409-L01: Careers Block 1: Valuation Case Study PR-RJ-1 Envirolawn Case SA-BC-1 Understand the 4 different types of valuation models SA-DB-1 Block 2: Careers and your Recruiting Journal OV-1 Understand how to use Dropbox for Team Communication Understand how to begin the Bloomberg Essentials Certification Program Understand how to use the Learning Tools Understand Careers in Investment Banking/Management Understand how to develop and use a recruiting journal 2 Day 2: Analysis: Introduction to Valuation and Value Investing PPT:409-02 Basics Tuesday, January 10 Objectives PPT:409-02 Inv. Process Understand how to prepare a Market Update PR-MU-1 Understand the purpose of investing PR-MU-2 Understand investing terminology and methodology Page 1 of 10 BM409 Investment Management Academy Class Objectives and Schedule Understand value investing Understand the BM415 Investment Process Day 3: Fundamental: Relative Value Analysis I PPT: 409-03 Valuation Overview Thursday, January 12 Objectives PPT: 409-03 RV Models Understand the logic and theory of relative value analysis AEIV 4.1 4.3 Understand the basics of multiples and ratios (pg. 179-207) Understand Relative Price / Earnings (Example 4-6: pg. 191) Blackboard Quiz Understand how to do Relative PE Analysis versus the S&P and Industry Lab 2: Lab: Economic and Industry Reports PPT: 409-L02 GICS Friday, January 13 Objectives PPT: 409-L02 Economic Block 1: Economic and Industry Analysis PPT: 409-L02 Industry Introduction to the industry framework and GICS IR-BI-1, 2, 3 Introduction to the industry report IR-EF-2 Introduction to Industry Report section of the Semester Project IR-II-1 Block 2: Work with the BM415 Team on Industry Reports Introduction of BM415 Asset Management and BM415 Mentors Work with mentors to understand and write an Industry Report (hand in next week)...
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This note was uploaded on 03/06/2012 for the course BUS M 409 taught by Professor Bryan during the Winter '12 term at BYU.
- Winter '12