Teaching
FIN325 (Corporate Finance), Spring 2021
1.
Syllabus,
Course information, Notes
2.
Chapter 1, Chapter 2, Chapter 3, Chapter 4, Chapter 5, Chapter 6
3.
Homework assignments: hw
1, hw 2, hw
3, hw 4, hw
5, hw 6
4.
Python notebooks: Refinancing, Monte Carlo, Leverage regressions, CAPM and Fama-French,
Classical portfolio theory,
Bond calculator,
Price signals, FRED API, midpoint convention, WACC musings, Mining FOMC statements
5.
Julia notebooks: Refinancing, Monte Carlo, Classical Portfolio Theory
6.
Datasets: 3-statement projection
assignment, historical
IBM data, debt data
7.
Cases: Investing in an injection plant,
LBO
8.
Practice questions: midterm, final
9.
Old videos: 1, 2, practice your french, 3, 4, 5, 6, 7, 8, 9, 10, 11, LBO
10.
Note and excel for videos: Extra notes, DCF, NPV reconciliation,
MM scratch, excel for video 6, excel for video 7, excel for video 10, excel for video 11,
11.
Errata:
a.
Debt schedule is wrong in LBO video, fixed
in corresponding excel file
GB704 (Data to Decisions, MBA), Fall 2018
1.
Syllabus,
Course information
2.
Chapter 1, Chapter 2, Chapter 3, Chapter 4, Chapter 5, Chapter 6, Chapter 7, Chapter 8, Chapter 9
3.
Homework assignments: hw 1,
hw
2, hw 3
4.
Datasets: data1, data2, data3,
data4, data5,
realGDP,
Data mining
5.
R scripts: machine testing,
capm, spending regression,
clustering,
hypothesis
testing, confidence
and prediction intervals, probit, model selection
via cross-validation
6.
Python scripts: script for
confidence and prediction intervals, graph,
why
do confidence intervals fan out?, CAPM and FF
regressions
7.
Critical values for key
distributions
9.
Final practice
questions, data
(A nice, free book about machine and
statistical learning techniques)
RE710 (Real Estate Finance and Investment, MBA), Fall 2014
1.
Syllabus,
Course information
2.
Chapter 1
slides, Chapter 2 slides, Chapter 3 slides, Chapter
4 slides, Chapter 5 slides, Chapter 6
slides
3.
Homework assignments: hw 1,
hw
2, hw 3, hw
4, hw
5, hw
6
4.
A
securitization primer (from my Rays
of Research talk, here’s a pdf of the slides)
RE740 (Capital Markets), Fall 2014
1.
Syllabus
2.
Chapter 1
slides, Chapter 2 slides, Chapter 3 slides, Chapter
4 slides
3.
Homework assignments: hw 1, hw 2
RE410 (Real Estate Finance), Fall 2014
1.
Syllabus,
Course information
2.
Notes
3.
Chapter 1
slides, Chapter 2 slides, Chapter 3 slides, Chapter
4 slides
5.
Homework assignments: hw 1, hw 2,
hw
3, hw
4, hw
5, hw
6
4.
A
securitization primer (from my Rays
of Research talk, here’s a pdf of the slides)
HEC Paris, November 2012
2.
Chapter
1 slides, Chapter 2 slides
3.
Take-home exam
RE641 (Housing Economics), Fall 2012
1.
My
slides
2.
Everything else is on Moodle
INCAE Webinar, Spring 2012:
1.
Slides
RE977 (Advanced Real Estate Economics), Winter
2010
1.
Syllabus
2.
Presentation schedule
Macroeconomic Theory, SMU, 2006-07
1.
Notes