• The University of Chicago Chalk (or Blackboard) system will be the main online environment we will use for this course. The present webpage is only a subset of what you can find on Chalk, and I only use it so that you can see the more important materials on the same page. For scores and grades, or other class announcements and discussions, you will need to use Chalk.
• If you have not worked with Chalk before, here is a document on how to get started (e.g., obtain a login).

• You can download the syllabus here.
• The TA for the course is Denis Chaves, a PhD student in Finance. E-mail: dchaves@ChicagoGSB.edu.
• Review sessions will be held starting with the second week of classes. The sessions are optional, but strongly recommended for those with questions about course material and assignments.
• Tuesdays 5:00-6:30pm, HPC 03
• Saturdays 4:30-6:00pm, GC 206
• The Midterm will be held on Wed Apr 2, 6:00-7:20pm (35000-02), Thu Apr 3, 1:30-2:50pm (35000-82), or Sat Apr 5, 1:00-2:20pm (35000-85).
• The Final exam will be held on Wed Jun 6, 6:30-9:30pm (35000–02), Thu Jun 7, 3:00-6:00pm (35000-82), or Sat Jun 9, 1:00-4:00pm (35000–85).
• The midterm and the final exam will be open book.

• Required
  • Bodie, Kane and Marcus, Investments, McGraw-Hill, 7th Edition, 2008.
  • Course Pack - BUS 35000-02/82/85, Spring 2007.
• Recommended
  • Malkiel, A Random Walk Down Wall Street, Norton, 9th Edition, 2007.
  • Siegel, Stocks for the Long Run, McGraw Hill, 3rd Edition, 2002.

Homework and Case Assignments

• There are 8 homework assignments, which consist of problems and several applications to real data.
  • In determining the final grade for the homework, only the best 6 problem sets will be counted.
• There is a case write-up, about the Dimensional Fund Advisors (DFA).
• You may do the homework problems and the case write-up in groups that are not to exceed FOUR people.

Stock Tracking and Investment Project

• The purpose of this project is to enhance your understanding of what makes stock prices move and to improve your ability to follow and digest financial news. Moreover, you will learn how to manage a portfolio formed with various financial assets, including the stock of a company of your choice.
• At the beginning of the quarter, you will choose one company whose stock you will follow throughout the quarter. At the end of the quarter, you will turn in a brief report on how the company has done and why.
• At the same time, you will manage a portfolio formed with any financial assets you want, including futures, mutual funds, international assets, and options. You will then trade in these assets, and write a report on how your portfolio performed.
• The portfolio will be managed using Stock-Trak. Each student registered in the course will automatically be given a free account on the Stock-Trak webpage.
• The work on these reports is to be done individually.
• Don’t worry, the performance of your stock or your portfolio will not affect your grade