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Joe Wayne Byers

Formerly Assistant Applied Professor of Finance


 Phone: (713) 802-1297
Cell: (918) 269-1598 Email:  FinancialSEAL@FinancialSEAL.com
Disclaimer:  The following web pages are my pages from my former position at the University of Tulsa.  These pages do not in anyway imply that I am currently affiliated with the university.  I only provide my archives here for informational purposes only.  Thank you Joe W. Byers 

FINANCE 3083

Investments and Portfolio Management I

Outline

This is a tentative schedule only subject to change based on the students and the whims of the professor!

Week Topic Chapter Problems1
1 Introduction and Background,Financial Securities and Securities Markets; and Mutual Funds and other Investment Companies The nature and scope of Investment Analysis and Management Versus Portfolio Management.  Common and Unique issues: Chapters 2, 3, and 4 Chapter 1: 1,2,4,7,9,12,14
Chapter 2: 1,5,6,8,9-11,12,13,16,18-20
Chapter 3: 2,3,4,6,7,10,13,16,20,21
Chapter 3: 2-4,6,7,10,13,16
Chapter 4: 2,4-9,11,13-16,20
4 - 5 Risk and Return and Efficient Diversification Chapters 5 and 6  Chapter 5:1,3-6,9-10,14,18-21,23-27
Chapter 6:1,6-10,14
6 - 7 CAPM and
Arbitrage and Market Efficiency 		Chapters 7 and 8 Chapter 7: 1,3,5,16,18,23,24.27,33,38,39
Chapter 8:
7 Mid-term Exam The mid-term will cover chapters 5 - 8 and minimal from 1 - 4
8 - 9 Bonds and Managing Bond Portfolios  Chapters 9 and 10 Chapter 9:
Chapter 10:
10 Macroeconomic and Industry Analysis Chapter 11
 		Chapter 11
11 Equity Valuation Chapter 12 Chapter 12
12 Options and Futures Chapters 14 - 16
13 Overview of Semester and Fun material
1.  Problems are changing to meet the current edition of the text.