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Lecture 1

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75 views8 pages

Lecture 1

Uploaded by

ngbee222
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as PDF, TXT or read online on Scribd
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Lecture 1

FINA 3080
Investment Analysis and
Portfolio Management

Prof. Chao Ying


Lecture 1
Introduction and Overview

FINA 3080 Prof. Chao Ying 1


Lecture 1

About Myself
• Instructor: Prof. Chao Ying
– Assistant Professor of Finance at CUHK
– Office hour: CYT 1232, Wednesday 2:00 – 4:00pm
– Put FINA 3080 in the subject of your email
– John W. Herrick Teaching Award @University of Minnesota

• TA: Ms. Lillian Li


– Finance PhD Student at CUHK
– Office hour: CYT 1239, Thursday 2:00 - 4:00pm
– Put FINA 3080 in the subject of your email

FINA 3080 Prof. Chao Ying 2


Lecture 1

Roles of Team Members


Professor TA

Office Hour X X
Grading X X
Homework solutions X X
Mid-term solutions X X
Exam paper review X X
Grading appeal X
All else X

FINA 3080 Prof. Chao Ying 3


Lecture 1

Lecture Outline
• Discuss prerequisite knowledge
• Discuss course syllabus (open syllabus)
– Course objective
– Materials
– Grade and exams
– Miscellaneous
– Class room policies
• Assignment

FINA 3080 Prof. Chao Ying 4


Lecture 1

Course Description
• Financial instruments
– Pricing of bonds, stocks, and derivatives
• Portfolio theory
– Minimize portfolio risk
– Determine equilibrium expected returns
• Market microstructure—e.g., trading securities
• Introduction to quantitative investment
research

FINA 3080 Prof. Chao Ying 5


Lecture 1

Class Room Policies


• Be prepared to answer and ask questions
– Never feel embarrassed if you don’t know the answer
• No attendance check
• But avoid negative externality in class
– No food with strong smell
– No alcohol before the class
– If you have to talk with each other, keep the volume low
– Appropriate use of computers
– Mute cell phone!

FINA 3080 Prof. Chao Ying 6


Lecture 1

My Class May Not Be Good Fit if…


o You don’t like to be questioned
o You don’t have much time
o You just need an easy class to earn credits
o You want a good grade with the least effort
o You don’t have any math training
o You can’t understand my English…

FINA 2010
FINA 3080 Prof. Chao Ying 7
The finance1department [email protected] handles related problems. I do not have the rights to add anyone into the class.
Lecture

Questions?
• Please keep social distance when you ask
questions to avoid Covid-19
– If you have any questions, just raise your arm and ask
sitting on your chair.

– You can also ask questions through email

– Wear masks during my office hours

● The finance department [email protected] handles problems of


waiting list. I do not have the rights to add anyone into the
class. FINA 3080 Prof. Chao Ying 8

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