Date	Topics	Handouts	Work in Class	Assignments
Tue, Mar 18	Portfolio optimization	Course intro slides Mean-variance slides Excel example	Julius
Thur, Mar 20	Review of portfolio optimization Break-outs Simulation and forecasting	Online data and python report Simulation slides	Julius	1. Portfolio optimization Solution 1 Solution 2 Streamlit version Streamlit prompt
Tue, Mar 25	Retirement planning Break-outs Cost of equity capital	Retirement planning workbook Cost of equity slides
Thur, Mar 27	Fama-French model	Fama-French slides Morningstar Quantitative Ratings Corporate Finance and Reality	Julius	2. Simulation Solution 1 Solution 2 Streamlit version
Tue, Apr 1	Attribution analysis Break-outs Julius to Powerpoint Effective prompting Scraping SEC filings	Attribution slides Julius Powerpoint thread Powerpoint deck Good Enough Prompting Ethan Mollick
Thur, Apr 3	Google Colab Installing python Streamlit Manus Financial ratios	Google Colab Tesla Form 4 notebook Installing python test.py Julius Streamlit thread Streamlit zipfile Manus chat Manus Word doc Financial ratios slides		3. Attribution analysis
Tue, Apr 8	Capital budgeting	Capital budgeting slides		Read The Sneaker Project before class
Thur, Apr 10	Break-outs Data visualization	Sneaker solution AI University Visualization slides financials.xlsx
Tue, Apr 15	AI overview	AI in Private Equity AI Overview slides Replit app Streamlit app Stanford AI Report podcast embeddings.xlsx Stock Returns and LLMs paper		4. Financial ratios Read Adoption of LLM at Deloitte Canada before class
Thur, Apr 17	Break-outs Quantitative equity investing	Quant equity slides stocks.csv Gu-Kelly-Xiu paper
Tue, Apr 22	Pro forma valuation	Walmart Valuation slides Walmart case data Exhibit 4 edited Julius thread Walmart NOPAT and Invested Capital Colab neural network notebook		5. Group project Read Valuing Wal-Mart before class
Thur, Apr 24	Group presentations
Mon, Apr 28				Peer assessment

The assignments are due by 11:59 pm on Thursdays, except for assignments 4 and 5, which are due by 11:59 pm on Tuesday. Each assignment is a group assignment. The details are on Canvas. Upload a link to a Julius workflow for each assignment.

Assignment 5: This assignment counts double. Create a Julius workflow to perform some type of financial analysis and produce deliverables (Excel file, jpeg, Word doc, Powerpoint deck, Streamlit app, …). Creativity will be a consideration in grading.