Financial Instrument Paper and Presentation
All Level I topics need to be covered prior to moving into Level II topics.
Topics- Level I
Team |
Topic |
Presentation and Paper Due Date |
| TBA | Federal Funds and Commercial Paper Class Readings: Textbook Chapter 9 and Instruments of the Money Market Chapters 1,2,9 |
TBA |
| TBA | U.S. Treasury: Bills, Notes, Bonds, Strips Class Readings: Textbook Chapter 9 and Instruments of the Money Market Chapter 7 |
TBA |
| TBA | Banker's Acceptances and Repurchase Agreements Class Readings: Textbook Chapter 9 & 10 and Instruments of the Money Market Chapter 6 & 10 |
TBA |
| TBA | Negotiable CDs and Money Market Mutual Funds Class Readings: Textbook Chapter 9 & 21 and Instruments of the Money Market Chapters 4 & 12 |
TBA |
| TBA | Federal Agency Securities Class Readings: Textbook Chapter 12 and Instruments of the Money Market Chapters 11 |
TBA |
| TBA | Corporate Bonds Class Readings: Textbook Chapters 9 & 10 and Instruments of the Money Market Chapter 6 |
TBA |
| TBA | Municipal Bonds Class Readings: Textbook Chapter 10 and Instruments of the Money Market Chapter 8 |
TBA |
Topics - Level II (NOTE: The following topics do not fit into the report format for Level I topics. I would like to meet briefly with each team and discuss the goal of your presentation and topic before you get started on it.)
Team |
Topic |
Presentation and Paper Due Date |
| TBA | Sarbanes-Oxley Act Class Readings: Textbook Chapter 18 |
TBA |
| TBA | Credit Unions Class Readings: Textbook Chapter 19 |
TBA |
TBA |
Savings and Loans Associations and Savings Banks Class Readings: Textbook Chapter 19 |
TBA |
| TBA | Pension Funds/Plans Class Readings: Textbook Chapter 22 |
TBA |
| TBA | Insurance (Property/Casualty)and Reinsurance Markets Class Readings: Textbook Chapter 22 |
TBA |
| TBA | Finance Companies Class Readings: Textbook Chapter 9 |
TBA |
| TBA |
Life Insurance Companies Class Readings: Textbook Chapter 22 |
TBA |
| TBA | Currency Exchange Rates - International Flows of Currencies, Eurodollars Class Readings: Textbook Chapter 13 pages317- 331 and Instruments of the Money Market Chapter 5 |
TBA |
| TBA | Hedge Funds & Venture Capital Firms Class Readings: Textbook Chapter 23 |
TBA |
Disclaimer: The schedules and procedures in this course are subject to change in the event of extenuating circumstances.
