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The schedule below outlines the assignments that we will be covering in this course.

Each assignment is identified as individual (I), team (T), graded (G), or ungraded (U).

Module 1
Module 1 Topic: Financial Markets and Institutions
Timeframe:

Week 1
Readings:
  • Read the assigned textbook reading.
Teaching Notes:
  • View the teaching notes for this module.
 Resources:
  • View the resources for this module.
Videos:

Total video time for this module is 1:00:56.

  1. View Video 1.1. Module 1: Analysis of Financial Markets (04:03).
  2. View Video 1.2. Module 1: Structure of a Corporation (04:26).
  3. View Video 1.3. Module 1: Maximization of Corporate Value (26:00).
  4. View Video 1.4. Module 1: Pricing Equity (Share Price) (24:23).
  5. View Video 1.5. Module 1: Summary (02:04)
Assignments:
  1. Complete Homework Problem Set 1:
    (submission is mandatory for final grade release)

All assignments are due by 3:00 AM Eastern Time (ET) on Monday unless noted otherwise.

Module 2
Module 2 Topics: Bonds and Equity Markets
Part AI: Bond Markets
Part AII: Stock Markets
Timeframe:

Week 2
Readings:

 

​Part AI Bond Markets

  • Read the assigned textbook reading.

Part AII Stock Markets

  • There are no new readings for this section.
Teaching Notes:
  • There are no teaching notes for Part AI Bond Markets and Part AII Stock Markets.
Resources:

Part AI: Bond Markets

  • View the resources for Part AI this module.

Part AII: Stock Markets

  • View the resources for Part AII this module.
Videos:

Total video time for this module is 4:00:59.

Part AI: Bond Markets

  1. View Video 2.1. Module 2: Part AI Introduction (06:18).
  2. View Video 2.2. Module 2: Bonds and Stocks (11:22).
  3. View Video 2.3. Module 2: Features of Bonds and Bond Pricing (1:09:27).
  4. Reference the instructor handwritten notes while viewing the video lectures within Part AI of Module 2.

Part AII: Stock Markets

  1. View Video 2.4. Module 2: Part AII Introduction (15:37).
  2. View Video 2.5. Module 2: Features of Stocks and Stock Pricing (2:18:15).
  3. Reference the instructor's handwritten notes while viewing the video lectures within Part AII of Module 2.
Assignments:

Part AI: Bond Markets and Part AII: Stock Markets

  1. Complete Homework Problem Set 2:
    (submission is mandatory for final grade release)
  2. Complete Quiz 1. (I, G)

All assignments are due by 3:00 AM Eastern Time (ET) on Monday unless noted otherwise.
Module 3
Module 3 Topic: Interest Rates and the Prices of Financial Assets and Duration and Convexity
Timeframe:

Week 3

Readings:

 

  • Read the assigned textbook reading.
  • Read Chacko, G., Hecht, P. Dessain, V. & Sjoman, A. (2004). Note on duration and convexity. (Harvard Business Review article)*

    *Note: Please see the course syllabus for instructions on how to access and view Harvard Business Review articles and cases.
Teaching Notes:
  • View the teaching notes for this module.
Resources:
  • View the resources for this module.
Videos:

Total video time for this module is 2:47:21.

  1. View Video 3.1. Module 3: Introduction (09:42).
  2. View Video 3.2. Module 3: Interest Rates (27:25).
  3. View Video 3.3. Module 3: Managerial Implications of Bond Riskiness (21:54).
  4. View Video 3.4. Module 3: Factors that Impact Interest Rates (22:18).
  5. View Video 3.5. Module 3: Bond Specific Factors (21:22).
  6. View Video 3.6. Module 3: Expectations Theory (31:27).
  7. View Video 3.7. Module 3: Maturity Measurement (33:13).
  8. Reference the instructor's handwritten notes Part 1 and Part 2 while viewing the video lectures within Module 3.
  9. Reference the Duration Excel worksheet. This worksheet will be used as an example in the Module 3 video.
Assignments:
  1. Complete Homework Problem Set 3:
    (submission is mandatory for final grade release)

All assignments are due by 3:00 AM Eastern Time (ET) on Monday unless noted otherwise.

Module 4
Module 4 Topic: The Monetary Policy, Financial Markets, Central Banking, and the Regulation of Financial Institutions
Timeframe:

Week 4

Readings:

 

  • Read the assigned textbook reading.
  • Read Chacko, G., Hecht, P. Dessain, V. & Sjoman, A. (2004). Note on duration and convexity. (Harvard Business Review article)*

    *Note: Please see the course syllabus for instructions on how to access and view Harvard Business Review articles and cases.
Teaching Notes:
  • View the teaching notes for this module.
Resources:
  • View the resources for this module
Videos:

Total video time for this module is 4:07:40.

  1. View Video 4.1. Module 4: Introduction (06:21).
  2. View Video 4.2. Module 4: Ben Bernanke Part 1: Chairman Bernanke's College Lecture Series, The Federal Reserve and the Financial Crisis, Part 1 (72:41).
  3. View Video 4.3. Module 4: Ben Bernanke Part 2: Chairman Bernanke's College Lecture Series, The Federal Reserve and the Financial Crisis, Part 2 (78:01).
  4. View Video 4.4. Module 4: Federal Reserve System and Monetary Policy (12:43).
  5. View Video 4.5. Module 4: Role and Structure of Federal Reserve (08:01).
  6. View Video 4.6. Module 4: Importance of Interest Rates (23:03).
  7. View Video 4.7. Module 4: Fed Fund Market (45:28).
  8. View Video 4.8. Module 4: Summary (01:22).
  9. Reference the instructor's handwritten notes while viewing the video lectures within Module 4.
Assignments:
  1. Complete Homework Problem Set 4:
    (submission is mandatory for final grade release)
  2. Complete Quiz 2. (I, G)
  3. Complete the Mid-term Feedback Survey. (I, U)

All assignments are due by 3:00 AM Eastern Time (ET) on Monday unless noted otherwise.
Module 5
Module 5 Topic: Financial Regulation and Financial Crises
Timeframe:

Week 5
Readings:

 

  • Read the assigned textbook reading.
  • Blanchard, O. (2009). The crisis: Basic mechanisms and appropriate policies. (Library Reserve Reading)**
    Note:     This reading will be used as a resource in completing the team case assignments.
  • Thomson Reuters (2010). Factbox: Major financial regulation reform proposals. (Library Reserve Reading)** 
    Note: This reading will be used as a resource for the team case assignments and the live cases for this module and upcoming modules. It will also be used as a resource when answering questions in the final exam.
  • Alfaro, L. & Kim, R. (2009). The first global financial crisis of the 21st Century. (Harvard Business Review article)*
  • Alfaro, L. & Kim, R. (2009). U.S. subprime mortgage crisis: Policy reactions (A). (Harvard Business Review article)*
  • Alfaro, L. & Kim, R. (2009). U.S. subprime mortgage crisis: Policy reactions (B). (Harvard Business Review article)*
  • U.S. Senate Committee on Banking, Housing, and Urban Affairs. (2012). Summary: Restoring American financial stability. Download the U.S. Senate Committee file. 
    Note: This reading can be used as a reference in case you would like to learn more about the details of the act.

    *Note: Please see the course syllabus for instructions on how to access and view Harvard Business Review articles and cases.

    **Note: This reading assignment may be accessed through the University Libraries' reserve readings. To access course reserves, please go to the Student Resources link on the left-hand menu.
Teaching Notes:
  • There are no teaching notes for this module.
Resources:
  • View the resources for this module.
Videos:

Total video time for this module is 1:53:51.

  1. There are no instructor video lectures for this module.
  2. View Video 5.1. Module 5: Ben Bernanke Part 3: Chairman Bernanke's College Lecture Series, The Federal Reserve and the Financial Crisis, Part 3 (37:37).
  3. View Video 5.2. Module 5: Ben Bernanke Part 4: Chairman Bernanke's College Lecture Series, The Federal Reserve and the Financial Crisis, Part 4 (76:14).

Note: It is expected that while answering questions in the assignments for Modules 5, 6, and 7 these videos will be referenced. The videos can be found within the course content.

Assignments:
  1. Case Discussion 1 (Cases 1, 2, & 3): Case 1: The First Global Financial Crisis of the 21st Century, Case 2: U.S. Subprime Mortgage Crisis: Policy Reactions (A), and Case 3: U.S. Subprime Mortgage Crisis: Policy Reactions (B) (Harvard Business Review). Discuss these cases in the forum. (I, G)

All assignments are due by 3:00 AM Eastern Time (ET) on Monday unless noted otherwise.
Module 6
Module 6 Topic: Managerial Decision Perspective on Macro Stocks
Timeframe:

Week 6

Readings:

 

  • Ausick, P., McIntyre, D. A., & Stockdale, C. (2011). America's recession-proof companies. (Library Reserve Reading)** - Note: This reading will be used as a resource in completing this week's live case activity. This will be the only item used for completing the live case activity unless something striking happens that pertains to our topic for discussion. Then, I will provide a news clip to the class in an announcement and/or e-mail.
  • The Huffington Post. (2011). 8 big companies that beat the recession. (Library Reserve Reading)** - Note: This reading will be used as a resource in completing the team case assignments.
  • Navarro, P. (2009). Recession-proofing your organization. MIT Sloan Management Review. (Library Reserve Reading)**
  • Navarro, P. (2005). The well-timed strategy: Managing the business cycle. California Management Review. (Library Reserve Reading)**

    **Note: This reading assignment may be accessed through the University Libraries' reserve readings. To access course reserves, please go to the Student Resources link on the left-hand menu.
Teaching Notes:
  • View the teaching notes for this module.
Resources:
  • There are no resources for this module.
Videos:
  • There are no instructor video lectures for this module.
Assignments:
  1. Case Discussion 2 (Cases 4 & 5): Case 4: U.S. Recession-Proofing Your Organization and Case 5: The Well-timed Strategy: Managing the Business Cycle. Discuss these cases in the forum. (I, G)
  2. Complete Quiz 3. (I, G)

All assignments are due by 3:00 AM Eastern Time (ET) on Monday unless noted otherwise.
Module 7
Module 7 Topic: Emerging Trend in a Global Market Place-China Exchange Rate Policies and Emerging Trends in European Financial Markets
Timeframe:

Week 7
Readings:

 

  • Read the assigned textbook reading.
  • Beyond Bretton Woods 2: The global monetary system. (2010). The Economist. (Library Reserve Reading)** Note: This reading will be used as a resource in completing the team case assignments.
  • Trumball, G., Roscini, D., & Choi, D. (2011). The euro in crisis: Decision time at the European Central Bank. (Harvard Business Review article)*
  • Wong, K, Fung, K. C., & Lai, R. (2008). China's renmibi: "Our Currency, Your Problem"? (Harvard Business Review article)*

    *Note: Please see the course syllabus for instructions on how to access and view Harvard Business Review articles and cases.

    **Note: This reading assignment may be accessed through the University Libraries' reserve readings. To access course reserves, please go to the Student Resources link on the left-hand menu.
Teaching Notes:
  • There are no teaching notes for this module.
Resources:
  • View the resources for this module
Videos:
  • There are no instructor video lectures for this module.
Assignments:
  1. Complete Homework Problem Set 5:
    (submission is mandatory for final grade release)
  2. Complete the final exam. (I, G)

All assignments are due by 3:00 AM Eastern Time (ET) on Monday unless noted otherwise.

 

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