THE UNIVERSITY OF TENNESSEE AT MARTIN
    COLLEGE OF BUSINESS AND PUBLIC AFFAIRS
   DEPARTMENT OF ACCOUNTING, FINANCE AND ECONOMICS
 
                        COURSE SYLLABUS  
 Dr. Mahmoud M. Haddad

Email: mhaddad@utm.edu        URL: http://www.utm.edu/~mhaddad

Course Number:  Finance 471, Section 01, 11:00 - 11:50 am., M W & F.

Course Title:   Topics in Finance: TVA Portfolio Management

Term, Level, and Credit:   Fall 2002, Upper Division, 3 Semester Hours

Instructor:   Dr. Mahmoud M. Haddad

Office Location:   Business Administration Building, Room 214

Office Telephone: 587-7249, Fax: 587-7241

Office Hours:    1:30 pm- 5:00 pm.,  M. W &  F, other times by appointment.

Course Description:   Advanced course in the application of investment analysis to the management of the TVA investment portfolio.

Course Prerequisites:   Completion of Finance 311 and instructor’s approval.

Course Text and Required Materials:   1) Portfolio Construction, Management, and Protection. 3rd edition, by Robert Strong, Thomson South-western      2) Wall Street Journal

Course Objective:    To provide students with practical application of investment analysis principles to the management of an investment portfolio.  Students will research and select common stocks, as well as make the decisions to manage a portfolio.  Students will be responsible for finding common stocks to purchase, setting the investment strategy, deciding on trading tactics and other aspects of portfolio management.  This course will also provide exposure to advanced topics that will be useful
in portfolio management.

Course Requirements:    This course is an active discussion and participation course rather than a traditional lecture class; that is , student participation is expected and required.  The largest part of the course grade will be determined by class attendance as well as written and oral participation.

Letter grades will be assigned based on the weighted average of the scores for the following:

Class Participation                                         25%
Written Reports                                             25%
Oral Reports (team and individual)             25%
Wall Street Journal Reports & Quizzes     25%
                                                                       100%

Letter grades will be assigned on the grading scale: A=100-90, B=89-80, C=79-70, D=69-60, F=<60. As part of the course requirements, students will be making team oral presentations to the faculty advisory group.  It is expected that there will be at least 2 team oral presentations, consisting of a stock recommendation report and periodic performance reports.  Students will also be required to maintain records of the portfolio, transactions, gains and losses for TVA reporting. 

As part of the readings, there may be quizzes over the material from the book on reserve and the Strong book.

There will be about 6 summaries of Wall Street Journal articles during the semester.  Due dates and assignments will be given during the semester.
 
 There will be a conference in Nashville, October 24th  & 25th given by the TVA. Attendance is required. Transportation will be provided by UTM. Most costs are underwritten by TVA..
 

Note

"Any student eligible for and requesting academic accommodations due to a disability is requested to provide a letter of accommodation from P.A.C.E. or Student Academic Support Center within the first two weeks of the semester."