Writing
Credit memos, pitches, and projects. Filter by asset class or type.
3 results
Clear filtersAs Filed, Part Two
ProjectThe covenant extractor: how it reads a credit agreement, how it's scored against labels I haven't reviewed yet, what 184 documents cost to run, and where it's still wrong.
Leveraged LoansAs 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