Maxwell Sanders Email and Phone Number

• Conduct due diligence on alternative investments in the private equity, private credit, and private debt markets and vet various growth equity, long/short equity, and hedge fund strategies to make recommendations to clients depending on market conditions• Create and present capital call reports for individual clients after communicating with fund managers they have allocated to• Assist in managing $4.6 billion for ultra-high net worth individuals and institutional 401(k) plans across over 1,000 accounts

• Selected to participate in a nationally recognized securities research program through the Freeman School of Business•Collaborated with a 5-member team to interview executive management and publish an analytical investment research report of Origin Bancorp (OBNK)• Performed due diligence; produced cash flow/earnings models; developed peer analysis reviews; and produced investment, risk, shareholder, and financial projections reports on Origin Bancorp

• Reviewed potential copyright infringement claims submitted to the firm for its consideration• Researched through various internet searches and governmental databases the appropriate jurisdiction for copyright infringement defendants• Prepared exhibits and ancillary forms for Federal copyright infringement lawsuits

• Drafted content to promote its feminine diagnostic products for trade publications• Worked with the Chief Executive Officer to prepare a quarterly presentation for the Board of Directors