1. Topic 0: Course Introduction Larry Schrenk, Instructor
FIN 377: Investments
Topic 0: Course Introduction
Larry Schrenk, Instructor

2. Ovferview
Some Syllabus Details
About the Course

3. 1. Syllabus: The Boring Part

4. Introduction FIN 377: Investments Larry Schrenk, Instructor
Course Page
Syllabus (Next Class)

5. Contact Information
Office: Somsen 319F
Telephone
Webpage

6. Office Hours Office Hours On Campus Policy 8:00-9:00 AM MWF
11:00-1:20 PM MWF
Somsen 319F
On Campus Policy

7. Textbook
Reilley, et al., Investment Analysis and Portfolio Management. Cengage.
Cengage Unlimited
MindTap

8. Financial Calculator Acceptable Calculators: Three Methods:
TI 83/84 Graphing
TI BA II Plus, HP 10BII, HP 10BII+
If you want to use a different calculator, see me
Three Methods:
Tables
Formulae
Calculator
On NOT becoming an expert with a financial calculator

9. Evaluation Exams (2 @ 30% each) 60% Mindtap Assignments 30%
Group Project %

10. Exams Two Exams (30% each) No Crib Sheets, Formulae Sheets, Etc.
Due dates are on the Schedule Page

11. Exam Format Format Not Cumulative 100 Points
Short Answer: 10 Questions (50%)
Calculation: 5 Questions (50%)
Not Cumulative
But Later Material Builds on Earlier!

12. Assignments MindTap Assignments Group Project
In D2L
Group Project
CRSP/Compustat Database
Due dates and details on Schedule Page

13. Schedule
Financial Markets
Portfolio Management
Investment Vehicles

14. Schedule Financial Markets The Investment Setting
Organization and Functioning of Securities Markets
Security Market Indexes and Index Funds

15. Schedule Portfolio Management Introduction to Portfolio Management
Asset Allocation and Security Selection
Asset Pricing Models

16. Schedule Investment Vehicles Bond Fundamentals and Valuation
Equity Valuation
Derivative Markets and Securities

17. 2. About the Course

18. About Me
?????
Home Page

19. About You
Introductions
Pairs
Index Cards

20. About the Course Teaching Approach

21. About the Course Teaching Approach Socratic Method
Current Events/Important Themes

22. Tools CRSP/Compustat (CRSPSift) Mergent Financial Resources Page
CRSP/Compustat Page
Mergent
Online
Intellect
Archives
Financial Resources Page

23. Note Taking Skills
Here are some web sites that will help, if you want to improve your note taking:

24. Syllabus
Syllabus Questions???

25. Hopes Job skills Investment knowledge Company analysis
Real world application

26. Fears Exams 60% No application Keeping up Grades Homework
Public Speaking
Too much textbook reading
Formulae/memorization
Not engaging
Not interactive
Workload
No exam review
Lack of prior knowledge
Hard to understand