1. Class Introduction BA 543 Financial Markets and Institutions

2. Assignments Weekly Readings Two or Three Chapters per Week Foundations in Financial Markets and Institutions Individual Class Presentation Sign Up for Topic Individual presentation of 15 minutes with 5 minutes for Questions and Answers Four presentations per week Topics extend textbook Examples in week two on Health Insurance Exchanges, Social Security Fixes, and Retirement Planning

3. Assignments Continued Paper on Presentation Topic Paper due May 28, 2013 (week nine) Length 6 to 8 pages References required Can be an extension of presentation Final Exam Tuesday Evening June 11, 2013 Multiple Choice Exam “Five Questions” from each week of class

4. Expectations Reading Assignments Chapters read prior to class (around 60 – 70 pages) Lectures will cover some of the material from each chapter but you are responsible for all topics in reading assignments Ask questions in class on material and participate in lecture discussion Presentation Start by reading chapter in text that fits your topic See me prior to presentation on scope and depth of presentation Presentation provided to class

5. Expectations Paper Matches presentation topic More flexibility with paper (scope and depth) Not shared with class Six to Eight pages (use appropriate length to present topic) References (format provided) Final Exam From textbook and student presentations 50 multiple choice questions worth 50% of grade

6. Expectations Need to be on time for every class You are the audience for each presenter Need to participate in student presentations and lecture Active learning – Professional Courtesies When you present You are the teacher and responsible for the material You must engage the class Do not rely on single “prop” for conveying material Have additional support material for answering questions

7. Course Design Lecture with full Class Participation Engage in topic Seek clarification of material presented Offer insights Individual work for all class assignments For many this has been a year full of teams Need to manage your time and effort Improve individual skills that are the weaker part of your resume If quiet and shy…learn to speak up in class If passive learner…be active and share thoughts

8. Course Objectives Learn the basics of financial markets How transactions take place History of the markets Evolution of trading Improve Presentation Skills Accept role as teacher More attention to audience (not fact based) Improve Writing Skills Organize writing presentation Clear path for reader Ultimate Goal You will learn more about financial markets than you ever expected and gain confidence with this new knowledge

9. Questions? Concerns or questions on Readings? Concerns or questions on Presentation? Concerns or questions on Paper? Concerns or questions on Final Exam? Concerns or questions on Course?