The Educational Investment Fund (EIF) gives select graduate and undergraduate students the opportunity to experience real market forces as they invest the $1.4 million portfolio wisely. The students make every decision. They execute trades, convince associates of their investment proposal, discover different investment styles and learn the merits of sound asset diversification.

• Create due diligence memos for investors by conducting financial analysis, market research, competitive landscape analysis, and creating pitch books for potential investment deals

• 1st Place - ACG Cup – Presented valuation, capital markets and M&A strategic advice to a panel of seasoned M&A professionals• Finalist – University of Houston Investment Banking Oil & Gas Valuation Case Competition o Created fully-dynamic, integrated financial projection model of Range Resources Corporation, based on company and industry analysis, forecast modeling, multiple valuation techniques, and comparables-based analysis• CFA Equity Research Challenge – Created… Show more • 1st Place - ACG Cup – Presented valuation, capital markets and M&A strategic advice to a panel of seasoned M&A professionals• Finalist – University of Houston Investment Banking Oil & Gas Valuation Case Competition o Created fully-dynamic, integrated financial projection model of Range Resources Corporation, based on company and industry analysis, forecast modeling, multiple valuation techniques, and comparables-based analysis• CFA Equity Research Challenge – Created integrated financial projection model of Panhandle Oil & Gas• Breaking into Wall Street & Wall Street Prep – Advanced Financial Modeling and Oil & Gas Modeling• Full Dean’s Scholarship & Summerfield Roberts Foundation Endowed Award Show less

• One of five graduate students selected to engage in an independent study under the direction of TPH’s COO to gain a broader understanding of the context, strategies, and benefits of energy asset management.• Developing an understanding of the regulations, key players, and current events within various energy subsectors, including upstream, midstream, services, and alternatives. • Evaluate and analyze TPH’s ~$100mm energy credit opportunities fund with respect to its investment… Show more • One of five graduate students selected to engage in an independent study under the direction of TPH’s COO to gain a broader understanding of the context, strategies, and benefits of energy asset management.• Developing an understanding of the regulations, key players, and current events within various energy subsectors, including upstream, midstream, services, and alternatives. • Evaluate and analyze TPH’s ~$100mm energy credit opportunities fund with respect to its investment process, firm and fund personnel, and risks to ultimately generate an investment recommendation to potential investors. Show less

• Partnered with senior bankers to pursue new business and manage existing client relationships.• Helped execute investment plans and learned to trade across asset classes.• Skill development included financial markets, economic trends, team collaboration, sales and client management.• Created $1.2 MM fixed income portfolio for commercial client to lend against, deepening the firm's relationship• Lead team to put together marketing material for the Private Bank to pitch to hedge… Show more • Partnered with senior bankers to pursue new business and manage existing client relationships.• Helped execute investment plans and learned to trade across asset classes.• Skill development included financial markets, economic trends, team collaboration, sales and client management.• Created $1.2 MM fixed income portfolio for commercial client to lend against, deepening the firm's relationship• Lead team to put together marketing material for the Private Bank to pitch to hedge funds managing $50-100 MM Show less

• Led the delivery of assets, cost, schedule, and criteria of Trust closings, this included handling the large and difficult account closings, with assets numbering from 800 to 1600• Directed mineral asset conveyances from J.P. Morgan, as Trustee by coordinating with ultra high net worth beneficiaries, Oil & Gas Company owners, bankers, and attorneys• Explored strategies and developed action plans to improve efficiencies within the Closing Group• Trained Analysts to run title… Show more • Led the delivery of assets, cost, schedule, and criteria of Trust closings, this included handling the large and difficult account closings, with assets numbering from 800 to 1600• Directed mineral asset conveyances from J.P. Morgan, as Trustee by coordinating with ultra high net worth beneficiaries, Oil & Gas Company owners, bankers, and attorneys• Explored strategies and developed action plans to improve efficiencies within the Closing Group• Trained Analysts to run title, transfer mineral assets, and interpret sophisticated trust documents Show less