Course Schedule (tentative!

) FIN411 MS1
Class
1
2
3
4
5
6
7
8-9

Date
9/18 W
9/23 M
9/25 W
9/30 M
10/2 W
10/14 M
10/14 M
10/21 M

Time
0830-1000
0830-1000
0830-1000
0830-1000
0830-1000
0830-1000
1500-1630
0830-1150

Room
S207
S207
S207
S207
S207
S207
S207
G318

10
11
12
13
14
15
16
17
18

10/28 M
10/28 M
11/4 M
11/6 W
11/11 M
11/13 W
11/18 M
11/20 W
11/25 M
12/2 M

0830-1000
1020-1150
0830-1000
0830-1000
0830-1000
0830-1000
0830-1000
0830-1000
0830-1000
0900-1020

G318/S407
G318
S207
S207
S207
S207
S207
S207
S207
G318/S407

rev. 9/21

Agenda
Introduction to Portfolio Management
Capital Market Expectations and Risk Factors
Capital Market Expectations and Risk Factors
Portfolio Decisions
Portfolio Decisions
Portfolio Decisions
Trading Strategy Execution
Trading Strategy Execution
Midterm Review
Midterm
Portfolio Performance Evaluation
Behavioral Finance
Behavioral Finance
Mutual Funds, ETFs
Mutual Funds, ETFs
Hedge Funds
Hedge Funds
Final Exam Review
Final Exam

Course Schedule (tentative!) FIN411 MS2

Class
1
2
3
4
5
6
7
8-9

Date
9/18 W
9/23 M
9/25 W
9/30 M
10/2 W
10/14 M
10/14 M
10/21 M

Time
1020-1150
1020-1150
1020-1150
1020-1150
1020-1150
1020-1150
1310-1440
0830-1150

Room
S207
S207
S207
S207
S207
S207
S207
G318

10
11
12
13
14
15
16
17
18

10/28 M
10/28 M
11/4 M
11/6 W
11/11 M
11/13 W
11/18 M
11/20 W
11/25 M
12/2 M

0830-1000
1020-1150
1020-1150
1020-1150
1020-1150
1020-1150
1020-1150
1020-1150
1020-1150
0900-1020

G318/S407
G318
S207
S207
S207
S207
S207
S207
S207
G318/S407

Due

HW#1
HW#2
(due 10/23)

HW#3

Project (11/26)

rev. 9/21

Agenda
Introduction to Portfolio Management
Capital Market Expectations and Risk Factors
Capital Market Expectations and Risk Factors
Portfolio Decisions
Portfolio Decisions
Portfolio Decisions
Trading Strategy Execution
Trading Strategy Execution
Midterm Review
Midterm
Portfolio Performance Evaluation
Behavioral Finance
Behavioral Finance
Mutual Funds, ETFs
Mutual Funds, ETFs
Hedge Funds
Hedge Funds
Final Exam Review
Final Exam

Due

HW#1
HW#2
(due 10/23)

HW#3

Project (11/26)

Exams: excluded from exams - HBS cases, recent events, supplementary readings, and data slides. For further details,
please see the exam announcement.
Schedule notes: Fall C classes begin 9/18 and end 11/26. Classes are canceled on 10/7-10/10 due to school break.
FIN411 will not meet 10/16; makeup class is 10/14 in the p.m. [two slots, so there is no conflict with MGC]. FIN411
will not meet 10/23 or 10/30; combined FIN411 class is 10/21 0830-1150 and midterm + class 10/28 0830-1150
[FIN413 will not meet 10/21 or 10/28; FIN413 will have a combined class on 10/23 and midterm+class on 10/30, so
there is no conflict]. I noted date, time and room changes in red. This schedule is accurate as of the time of posting but
it is subject to change all changes will be announced by e-mail and on Blackboard. Thank you.