SLO 4.4 : Articulate one’s unique value proposition to a given audience.
Goal 5: Quantitative Analysis and Modeling Systematically apply tools of quantitative analysis and modeling to make recommendations and business decisions. SLO 5.1 : Use appropriate technology to solve a given business problem. SLO 5.2 :Analyze business problems using appropriate mathematical theories and techniques. SLO 5.3 : Explain the role of technologies in business decision making analysis, or modeling. SLO 5.4 : Structure logic and frame quantitative analysis to solve business problems. Goal 6: Team Membership & Inclusiveness Collaborate productively with others, functioning effectively as both members and leaders of teams. SLO 6.1 : Facilitate team meetings and collaborate effectively in both face-to-face and virtual interactions. SLO 6.2 : Identify and employ best team practices. SLO 6.3 : Assess and offer feedback on one’s own effectiveness as well as one’s team members’ effectiveness with respect to productivity and relationship-building in both oral and written formats. SLO 6.4 : Articulate and analyze the value of inclusivity in a variety of business settings. Goal 7: Cultural awareness and global effectiveness Become conversant with major economic, social, political, and technological trends and conditions that influence the development of the global economy and demonstrate competence in the cultural, interpersonal and analytical dimensions of international business. SLO 7.1 : Identify the risks and opportunities associated with determining and implementing optimal global business strategies. SLO 7.2 : Integrate international, regional, and local non-market forces into strategic decisions of multinational corporations. SLO 7.3 : Analyze obstacles resulting from cultural differences and recommend leadership approaches that leverage diversity to enhance business performance. SLO 7.4 : Identify the personal and contrasting attitudes, values, and beliefs that shape business relationships.
COURSE OUTLINE Date Topics Reading T. Aug 21 Syllabus and Introduction Th. Aug 23 EQUITY SECURITIES Elements of investment BKM Chapter 1-4 Indices: 2.4 Derivatives: 2.5 T. Aug 28 Short selling & Margin Margin Buys: 3.6 Short Sales: 3.7 Th. Aug 30 Risk and return Statistical Review BKM Chapter 5-6 T. Sep 4 Basic portfolio theory Asset Allocation BKM Chapter 5-6 Th. Sep 6 Efficient Diversification Systematic vs. Idiosyncratic Risk BKM Chapter 5-6 T. Sep 11 Optimal CAL and Efficient Frontier BKM Chapter 7 Th. Sep 13 Introducing the CAPM Using CAPM Last day to form your own group BKM Chapter 7 T. Sep 18 Security Alphas CAPM Empirical Evidence Trading starts (Sep 17) BKM Chapter 18 Th. Sep 20 Measures of Portfolio Performance Efficient Markets BKM Chapter 8 T. Sep 25 Review Th. Sep 27 Midterm Exam 1 (Tentative) T.
- Spring '14
- 1981, 1975, 1973, 1970, 1978