- Manage a $3.5M Portfolio of Chapman University's Endowment- Analyze and provide thoughtful insight and research on U.S. equities- Present investment recommendations- Expand market knowledge and develop foresight for future portfolio construction and astute intuition

- Performed comprehensive research to develop informed theses and detailed forecast assumptions on equities.- Conducted discounted cash flow (DCF) analysis on equities to identify attractive valuations. Developed growth assumptions for the DCF through detailed analysis of historical financial performance, industry trends, company-specific factors, and macroeconomic indicators to accurately project future revenues and expense growth rates.- Completed a comprehensive write-up on a security, including margin and return analysis, financial and company-wide due diligence, risk evaluation, and a thorough investment thesis. The company utilizes this detailed report as a reference file accessible to clients if the trigger price is reached, providing actionable insights into the investment.- Presented a pitch-book to all partners of the company, including key executives.