Projects

Models, reports and analysis.

Independent financial models, research reports and analytical projects. The current entries are proposed starting points, with methods and intended outputs, ready to develop into work I can share.

Research / Personal project

Proposed independent project

A reproducible credit research notebook

A proposed personal project connecting issuer information, a credit question, transparent assumptions and an evidence trail.

Public filingsScenario analysisSource documentation

Proposed scope. No completed notebook, research result or performance outcome.

Behavioral finance / Markets

Proposed independent project

Behavior around a market event

A proposed examination of how expectations and investor behavior relate to prices around a defined public event.

Public price dataEvent timelineCompeting explanations

Idea stage. No event, dataset or research finding has been selected.

Transactions / Company analysis

Proposed independent project

The anatomy of a public transaction

A proposed study of one publicly documented transaction, connecting its rationale, structure and valuation assumptions.

Public filingsTransaction structureValuation assumptions

Idea stage. No transaction has been chosen and no valuation has been completed.

Start with a question.

These ideas are starting points for work I want to develop. Each begins with a defined question, public sources and an output that another person can inspect.

My professional experience