Boutique Advisory & Investments

- Meet weekly with 6 members to discuss current events such as M&A deals, initial public offerings & market trends- Discuss techniques used to analyze financial statements, understand domestic markets and evaluate profitability- Expand knowledge and understanding of financial topics with the end goal of creating detailed stock pitches- Participate in Professional Development focused on industry interviews, best practices & potential job opportunities

- 1 of 253 members nationally selected for an 8-week summer Fellowship program to learn about the Israeli economy- Elected to the Executive Board to represent TAMID Group’s nationwide internship Fellowship Program at UW-Madison- Planned, organized, and lead the Fellowship informational sessions which encouraged chapter members to apply- Communicated information with National’s regarding Fellowship application status, interviews & important dates

- Voted by 100+ fraternity members to serve as the Treasurer and act as a representative on the Executive Board- Managed the fraternity budget of $90,000 and properly allocated funds to a variety of philanthropic and social events

- Developed an understanding of a unique financing alternative for US real estate companies to raise debt in Israel- Performed preliminary financial analysis on real estate portfolios to determine feasibility for the Israeli capital market- Created various deliverables focused on marketing the Israeli bond financing program to US real estate companies- Researched the single-family rental market with the objective of pursuing targets for the Israeli capital market- Participated and engaged in high profile meetings with institutional investors & US clients during their roadshows

- Co-Authored a published article on Stranger-Owned Life Insurance for the Philadelphia Estate Planning Council- Assisted the financial investment and management teams in managing 401(k) plans for approximately 50 companies- Used a risk tolerance-based approach to manage assets and learned how to design personalized investment strategies

- Utilized lacrosse as a platform to connect Jewish youth from many countries and divided communities within Israel- Played in a lacrosse league with players from all over the world through Israel Lacrosse- Coached U-15 and U-13 teams, worked through language barriers, and developed relationships with the players