Since 2014, I've been involved in many Real Estate transactions and I was involved in several scope of work, including, but not limited to:- Market Analysis & project assumptions;- Financial Modeling;- Scenario & Sensitivity Analysis;- Conduct a complete due diligence process;- Risk-Adjusted Return analysis;- Structure the optimal financing for each project;- Financial Planning & Analysis;- Budgeting & Forecasting; - Optimize with success many real estate projects;- Build Dashboards for Data Visualization & Presentation;- Loan Pricing Analysis;- Loan Security and Covenants Analysis;- Review Property Appraisals to see if there's anomalies that needs to be assessed;- Risk Management;- Portfolio Management;- Growth Management.

- Backtest Portfolio Asset Allocation - CAGR, St.Dev, Max Drawdown, Sharpe ratio, Sortino ratio, Alpha, Asset Correlation, Market Correlation, Skewness, Excess Kurtosis, etc);- Create long-term portfolios based on different strategies, such as value investing, growth investing and income investing;- Screen the stock market and then use fundamental analysis with specific criteria to find companies with good upside potential or portfolio preservation, depending on the strategy;- Analyze financial statements and then calculate various ratios, intrinsic value and long-term potential;- Use technical analysis to open a position and monitor the assets to find potential support and resistance, divergence, etc;- Analyze economic conditions and adjust my portfolios if needed;- Rebalance the portfolio if required to respect the asset mix and avoid concentration risk;- Analyze Real Estate Investment Trust (REITs) to determine which sectors offer the best potential;

- Provide financial advice and opinions to the management team to ensure the sound management of the College;- Researching and analyzing financing alternatives and providing recommendations;- Monitoring of financial statements and operating cash requirements;- Structuring debt arrangements;- Ensuring debt covenant compliance;- Aim to achieve objectives without going against the values ​​of the College.

Teach several subjects, such as: Financial Analysis, Market Analysis, Opportunity Analysis, Risk & Return Analysis, Fair Market Value vs Economic Value analysis, Net Operating Income vs Net Normalized Income analysis, Scenario analysis, Sensitivity Analysis, Risk Management, Portfolio Management, Use of leverage and its effect, etc.The idea is to teach Commercial Real Estate financial mathematics in order to use the objectivity of numbers to dictates investment decisions.

Provide specialized services and a full suite of RBC solutions in the following areas:- Investment Planning: Develop investment strategies to achieve a goal;- Retirement Planning: Analyze the client situation, then recommend and implement strategies in order to help the client gather the necessary resources to live the retirement they want;- Transition to retirement: Assist in making decisions regarding retirement, severance pay, retirement income and related matters;- Estate Planning: Ensure that the client has properly examined its estate needs ;- Tax Planning: Ensure that the client considered all aspects related to tax efficiency.

- Provide financial advice to personnal and commercial clients on the management of their cash flow, their investments, their debt as well as any other financial needs;- Prepare financial plans to grow the client's net worth year after year;- 5 C's of Credit;- Cash flow cycles & Analysis;- Financial Analysis;- Asset-Based Lending;- Loan Security;- Loan Covenants;- Credit Administration & Documentation;- Account Monitoring & Warning Signs;- Completing Credit Application;