-The Henry Fund (www.henryfund.org) is a $11.3M endowed equity portfolio managed by 8 MBA students selected through a competitive application process-Responsible for industry and company research and building robust financial models using discounted cash flow(DCF), economic profit, and relative valuation analysis-Presented buy/sell recommendations to the Fund’s Advisory Board, and worked with the Henry Fund Team to determine the final portfolio selections and weightings

• Analyzed over 25 MedTech and Medical Device companies operating in the S&P 500 Healthcare sector using DCF and Peer Comparison valuation techniques searching for gaps between a calculated intrinsic value and market price• Constructed individual DCF models using relevant 10K/10Q materials in conjunction with investor day / global conference presentations and pressured tested thesis by questioning sell-side analysts whom presented on the company• Compiled and condensed findings to communicate results to Healthcare Sector Portfolio Manager with recommendations regarding potential buy/sell rating and areas of opportunity for investment• Prepared and presented final report to Global Equities Portfolio Manager with two relevant company recommendations and defended argument against all Equity Portfolio Managers

• Competed in over 50 tournaments located throughout in California including appearances in the US Amateur 2016 at Oakland Hills and the US Open Sectional Qualifier 2016 at The Olympic Club

• Authored detailed summaries of numerous potential target company acquisitions utilizing various private and public online databases in addition to Finance-specific websites to quantify the strength of acquisition• Compiled extensive research using a proprietary search engine to analyze company and product strength based on parameters such as cash flow and intellectual property as well as to examine the marketplace for their future products• Presented findings to the Vice President of Venture Investments by speech and visual presentation for two major projects that resulted in recommendations to Johnson and Johnson for future investment