Daniel Shepherd Email & Phone Number

Academic Highlights (Document & Grade Schedule available on request). Financial Models Developed Financial Risk ManagementModel 1 (A+) Spreadsheet model of margin account Dr/Cr with calculation of G/L post investment period. Black Scholes Merton Binomial Model with output of call option and delta 1 value suggestion. Model 2 (A+)Arbitrage strategy and forward price value recommendation based on model/formula using interest risk plug values. Model 3 (A+)Excel portfolio chart with stock index and treasury yield input values calculating beta per share, sum of future contracts, G/L from spot market and future market, accompanied by total G/L directly to related position. Summary provides assessment of derivative markets volatility/threats of concern in New Zealand for advisory decisions. Financial Modelling & Data AnalysisModel 1 (A-)Expected KiwiSaver portfolio calculator with anticipated per-period income (adjustable frequency inflows) interpreted through portfolio value graph and annotations home page.Model 2 (B-) Company valuation model - DCF forecast of 5 annual reporting periods. WACC & beta output and beta frequencies control tools. Summary output with annotations correlating to input values and sensitivity analysis diagram. Case Report InvestigationsFinancial Accounting (A)Overview of NZ legal and regulatory framework for external reporting compliance with emphasis on FMA, FRA and XRB standards/tier framework. Elaborating on XRB standards ratification under Crown Entities Act and FRA act with analysis example (Spark/SPK) reporting qualitative characteristics and legislative compliance towards IFRS/IAS standards subject towards Tier 1 for-profit requirements. Investment & Portfolio Analysis (A+) Investigation of Vulcan Capital stock picks 2018 with summary of G/L over annual periods 18/12/17 to 14/12/18. Elaborating on fund managers investment preference with operational nature and holding periods impacts on outcome reports. Thesis towards Vulcan Capitals results with Markowitz-portfolio-selection-model recommendations and why diversification is desirable using Eikon Reuters extracts for quantitative evidence. Taxation New Zealand (B) Investigation of NZ Income Tax legislation highlighting the “Concept-of-Income” and income/capital distinction. Elaborating on ITA 2007 subpoints “place & residence”, “three characteristics” with precedents per subject backing individual law applications. Emphasis on Reid-v-CIR, Lambe-v-CIR, Commissioner of Taxation-v-Myer and Jordan CJ’s renown requirements for taxable income.