1. Financial Markets Finance 300

2. § Financial Markets Final Exam Mid Term Exam Equity Project Bond Project Stew #1 Stew #2 Stew #3 … … … Weekly Homework … … …

3. § Identify Assets Liabilities

4. § What is it? Equity Corporate Bond Option Future Swap TreasuryNote Commercial Paper Bankers Acceptance

5. § Trading Conventions? Present Value 30/360 NYSE Auction Nasdaq Discount Bankers' Discount a/360 OTC Interest-at-Maturity

6. § Price

7. § Fair Value

8. § Finance 221 was finance for everybody § Finance 300 is designed for those people who will actually end up doing finance for a living. § You have to really love finance to face doing it 40 to 60 hours a week for the rest of your natural life. § Finance 300

9. § Trading Places TradingPlaces_PepTalk.wmv

10. § Finance 300 § Syllabus: § www.business.illinois.edu/broker/fin300/ § Professor Elisabeth Oltheten § Oltheten@illnois.edu § 440 Wohlers Hall § Office Hours § Wed: 1:30 – 3:30pm(440 WH) § Open Office Hours

11. § Corporate Finance (Finance 221) § Statistics & Econometrics (Economics 202 & 203) § Pre Requisite Material

12. § Required Tools § Financial Markets 2012 § Book § On-line Access Code § Business Calculator TI BA II or HP 12C § No other calculators will be permitted in the examinations § Reading Material § Wall Street Journal, Business Week, The Economist, Investors Business Daily, anything.

13. § Resources § Calendar & Powerpoint files § Office Hours § Project Kick Offs § Put this in your calendar now February 4@ 6:30-8pm March 3@ 6:30-8pm March 15@ 6:30-8pm

14. § Grades A.Individual Work B.Group projects A student must pass each components separately in order to earn a passing grade for the course.

15. § A. Individual Work 1.Online Homework 2.Pop Quizzes 3.Mid Term Exams 4.Final Exam 460 points

16. § A.1. Weekly Homework § Weekly Homework Assignments § Practice (begins August 24) § For Grade 120 points

17. § A.1. Weekly Homework § Practice § Login § Each assignment is randomly generated from the test bank § Graded immediately § You can do as many practice homework assignments as you want 120 points

18. § A.1. Weekly Homework § Graded § By Friday 5pm go to the Learning Lab (36 Wohlers Hall) § Prove your identity with your University ID Card § The proctor will verify your login § Same homework generation as the practice homework but this will count for grade. § Lowest homework grade will be dropped (best 12 of 13 homework assignments) 120 points

19. § A.2. Pop Quizzes § Pop quizzes are given in class and are graded in class. § Grade is based on the best 8 of the 9,10, 11, or 12 pop quizzes given during the semester 40 points

20. § A.3. Mid-term Exams § The mid-term exam is held during normal class period – March 3 § Conflict exam is the previous Tuesday evening – March 1 § Check your calendar – your petition to take the conflict must be filed before 5pm on Sunday, February 28. 120 points

21. § A.4. Final Exam § The final exam is cumulative and held during final exam week § 120 points is like a second midterm and 60 points cumulative final. 180 points

22. § B. Individual Work 1.Homework 2.Pop Quizzes 3.Mid-Term Exam 4.Final Exam 5.Individual Work 6.Total 120 40 120 180 ____ 460 ____ 600 20% 7% 20% 30% _____ 77% _____ 100%

23. § B. Individual Work 460 points

24. § B. Group Projects 1.Equity Project 2.Bond Project 3.Investment Challenge § Points allocated are based on the Engagement Contract 40 60 ___ 140 140 points

25. § Class Structure § Attendance is mandatory § Lectures will not cover all the material in the book. § Bring your book and your calculator to class every session. § We will spend some class time in group

26. § Eccentricities § All assignments, projects, papers, and stewardship reports are to be submitted § In class § To my office (440 Wohlers) § Anything stuffed in my mailbox in the Department of Finance is considered to be abandoned property.

27. § Grades § Grades are neither given nor negotiated; they are earned. § Every time you earn points towards your final grade it is posted to the web page under your Hex number.

28. § Grades § Spring 2015

29. § Maximizing Your Grade § Read the material in the book for every class. § Work the Questions and Problems after every class. § Use office hours, and Practice Homework to make sure you understand both the concepts and the procedures.

30. § Maximizing Your Grade § To study for the exam § photocopy the Chapter Questions, § cut them up, § toss them into a hat, and § pull them out at random. § Do the question under exam conditions.

31. § Minimizing Your Grade § Skip class. § Use sloppy math. § Don’t read the material beforehand – after all we’ll cover the important stuff in class anyway. § Assume that just because each topic is easy you can handle the exam. 2 +2 3.987684509

32. § Minimizing Your Grade § The answers are on the web site - how hard can it be? § Read the question, outline the answer without actually doing the math, check the answer, and figure it’s pretty straightforward.

33. § Classroom Etiquette § Class starts at 9:30:00am § If you arrive after the class has begun then enter through the rear door and quietly take your seat § If an exam or pop quiz is in session then it will be brought to you once you have taken your seat.

34. § Classroom Etiquette § Coffee & Donuts § Quiet food & drink only § Clean up after yourself

35. § Classroom Etiquette § Finance 300 § If you are doing anything but Finance 300 you will be asked to do it elsewhere.

36. § Classroom Etiquette § Turn off any electronic equipment not specifically needed for class § Learn to single task successfully before you turn to multi-tasking

37. § Finance 300 § The fun just keeps on coming…..