FINA 3101 - Investments and Portfolio Management Fall 2025 - Present
FINA 2330 - Financial Markets & Institutions 2018 - 2024
FINA 2383 - International Financial Management 2018
I created these programs primarily for my finance students. It’s an evolving project, so check back often for the latest updates!
This Python notebook provides an Modern Portfolio Theory (MPT) framework where students integrate their own forward-looking return forecasts with historical risk data. Based on student-defined expectations, the program identifies the Maximum Sharpe, Minimum Variance, and Maximum Utility portfolios. It automates market data retrieval and generates sophisticated visualizations -- such as the Efficient Frontier and Asset Correlation Matrix -- to help students evaluate their current holdings relative to optimized benchmarks.
10-K Management's Discussion & Analysis (MD&A) Sentiment Analysis
This Python notebook provides a script to extract the Management's Discussion and Analysis (MD&A), typically found under 'Item 7' in 10-K filings, and perform sentiment analysis using the VADER lexicon.
Event Study Analysis using Market Model
This notebook performs event study analysis using the Market Model (Single Index Model).