Class Schedule

 DATE  TOPICS (may be rearranged to fit the class needs)  DECKS  HOMEWORK DUE
Jan. 18 Welcome! Intro to the class, tools, and resources
 Deck
No Homework due
 PART I PROCESS AUTOMATION

Jan. 23 Technology concepts
Recording processes with the macro recorder.  Read #1
 Deck
  H01
Jan. 21 Modeling process: Activity diagrams.
Read #2
 Deck
 H02
Jan. 30 Subs, and Functions  Deck
Postponed
(see Teams)
Feb. 1 Process Automation: Loops
Optional demo to examine after class, Read #3
How to solve the 'trusted location' problem
 Deck
 H03
 PART II BUSINESS INTELLIGENCE IN FINANCE

Feb. 6 BI tools: SQL
Read #4  (& optional How to rename a folder)
 Deck
 H04
Feb. 8 BI tools: getting SQL, VBA, and Excel to work I - Canned queries
 Deck
 H06
Feb. 13 BI tools: getting SQL, VBA, and Excel to work II - Dynamic queries  Deck
 H07
Feb. 15
BI tools: getting SQL, VBA, and Excel to work III - Non-queries  Deck
 H08
Feb. 20
Data Quality: manipulating data I  Deck
 H09
Feb. 22 Data Quality: manipulating data II  Deck
 H10
Feb. 27 BI Tools: Pivot tables - Read #5  Deck
 H11
 PART III FINANCIAL ANALYTICS

Feb. 29 Introduction to the Hedge Tournament  Deck
 H12

                                                     S P R I N G      R E C E S S
 
Mar. 12 Stock and Options transactions fundamentals  Deck
 H13
Mar. 14 Financial metrics  Deck
 H14
Mar. 19 Transactions: Stock  Deck
 H15
Mar. 21 Trading options
Folder recovery, Trust recovery, Key recovery 
 Deck
 H16
Mar. 26 Evaluating options: Delta and the Black-Scholes model.  Read #6  Deck
 H17
Mar. 28 Delta hedging  Deck
 H18
Apr. 2 Implicit volatility  Deck
 H19
Apr. 4 Algo trading: delta hedging of a portfolio family
 Deck
 H20
Apr. 9 The recommender  Deck
 H21
Apr. 11 Simulation  Deck
 H22
Apr. 16 Syncing  Deck
 H23
Apr. 18 Tweaking your robotrader  Deck
 H24 (not due)
Apr. 23 No morning class - all day office hours

Apr. 25 No morning class - office hours until 4pm
THE MCINTIRE HEDGE TOURNAMENT: 5pm to 9pm


Apr. 30 Prizes, pictures, and the history of the Tournament - 3:30 in rm. 118