Writing
Credit memos, pitches, and projects. Filter by asset class or type.
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Clear filtersAs Filed, Part One
ProjectBuilding a complete financial dataset out of primary sources: point-in-time fundamentals and full statements for every US filer, Treasury and Fed credit history, and a corpus of credit agreements underneath structured covenant terms that cite the exact line they came from.
Leveraged LoansEquitySIF Portfolio Dashboard
ProjectA portfolio system I built for the UCLA Anderson Student Investment Fund: accounting off one transaction ledger, per-name research and notes, attribution and risk, and the weekly board report.
Equity