• Technical Knowledge:

    Reiman Fund & CFA Institute Research Challenge

               

    I am sometimes asked what is the highlight of my time at Daniels. There are many, but one I often share is my experience with the Reiman Fund class. During the Spring and Summer Quarters of my sophomore year, I enrolled in this class of about 10 upperclass undergraduate students, joining first as an equity analyst and then as a Head Portfolio Manager in a Summer Quarter that included graduate students. I reveled this opportunity to manage a portion of the University of Denver's endownment fund and discuss market trends, the portfolio, and investment opportunities. My first quarter, I developed a presentation on the Information Technology and Financial industries and prepared pitches on Knight-Swift Transportation and Signature Bank. The next quarter, I presented on FTI Consulting, on hedging a communications stock, and went against the Wall Street consensus by recommending we sell BG Wholeshale Group. In addition to gaining experience on Bloomberg and CapIQ and complementing the course with one on equity analysis at the same time, I learned plenty about economic moats, business operations, and valuation methods including DCF and Comparable Analysis. To solidfy these skills, I also simulatenously enrolled in Equity Analysis. This experience was one of the most useful classes I took at Daniels, it gave me technical insight, as well as refined my ability to present and defend those recommendation. In addition to learning of fascinating sectors, I also learned a lot about risk management, having started with the portfolio in March 2020 when Covid-19 was declared a pandemic.

     

    I next took those lessons forward Junior year competing on the University's CFA Institute Research Challenge. As part of the team, I helped research items, such as industry trends, risk, and scenarios in our report, and led the formation of the above presentation. In addition to being a valuable experience in of itself, it was great to see our team's work pay off, winning the Colorado level, the Western America's level, and advancing to the America's semifinalist round. In collaborating with others, I learned even more about equity analysis and research, it's challenging, but it sure is fun. As with every step in my Daniels journey, I also formed valuable relationships and lasting memories. 

  • Skills-Based Courses

    During my undergraduate journey, I have focused on acquiring knowledge and skills that make sense for my professional aspirations. Some of my favorites have included the Microsoft Excel Expert Certification, Econometrics, International Finance Econometrics, and Financial Econometrics, the accounting core courses, statistics classes, and Data Science for International Relations. This final quarter, I am taking: Financial Modeling, Topics in Advanced Statistics, and Political Risk Analysis. In furtherance of my interest in a PhD, Junior year I added a math minor, and have also taken about seven courses and counting with the Maths Department. By being thoughtful and intentional about the undergraduate and graduate courses I take, I have developed concrete and marketable skills and have super interesting projects, in addition to my work experience to discuss in informal conversational settings and formal interviews. These have given me useful technical insight, which I have used in past internships and will continue to use in my career. One way I have immediately done so, is by leading advanced Excel and introductory statistics training to my data team of 13 at the Pardee Center for International Futures. 

    Sample 1: Additional Forecasting (Macroeconomics, Random Walk, Unit Root, Forecasting Earnings, Structual Breaks, & Technical Analysis )Project 3.pdf 

     

    Financial Econometrics Sample

    International Monetary Relations Sample

    International Trade Sample


This portfolio last updated: 10-Aug-2022 11:06 PM