Organization of Financial Models Class

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Organization of Financial Models Class

• To insert your company logo on this slide
• From the Insert Menu
• Select Picture
• Locate your logo file
• Click OK
• To resize the logo
• Click anywhere inside the logo. The boxes that
  appear outside the logo are known as resize
  handles.
• Use these to resize the object.
• If you hold down the shift key before using the
  resize handles, you will maintain the proportions
  of the object you wish to resize.

• Dr. Yoon Choi
• Motivating Excel Models

Add CorporateLogoHere
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Three Professional Branches

• Business (Financial) Analyst
• Valuation Specialist
• Investment Analyst

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I. Business (Financial) Analyst

• Business Plan, Small Business Loan
• Forecasting (Ch5) regression
• Cash Flow Analysis (Ch7, 10)

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II. Valuation Specialist

• Stock and Bond valuation (Ch 7 8)
• Capital Budgeting (Ch 9 10)Project Choices ,
• Monte Carlo simulation
• Option Approach

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III. Investment Analyst

• Efficient Portfolios (CH12, 13, Handouts)
  Markowitz Model, Solver
• Mutual Fund Evaluation (Website)Jensen, Sharpe
  index.
• Investment style (Website)Sharpes asset
  allocation model
• Index tracking and Hedging models (Website)

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Fidelity Magellans Style Drift
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Extra

• A portfolio of mini-projects
• Independent study
• Graduate Schools
• CFA
• Knights Email
• Swine Flu