Nick Defrancesco Email & Phone Number

Durham, Nc, Us

Durham, North Carolina, United States

Provide capital solutions through venture debt to early- and expansion-stage venture capital backed technology companies.

- Aid in the development of a global equity index to track the Blue Economy. Designed to capture the macro trend of capital flow to sustainable finance opportunities- Develop index methodology and future maintenance processes- Assisted in filtering Compustat data for global universe of equities using index methodology with SQL- Develop portfolio analysis tools using Bloomberg PORT and PRTU functions- Conduct fundamental company analysis reading regulatory filing reports- Research white papers on ESG metrics to aid in creating our sustainability metrics

Overall GPA: 3.5, Concentration GPA: 3.6Special interests:- Macroeconomics/Macrofinance- Portfolio analysis and investment strategy- Monetary policy strategy & transmission mechanisms- Financial statement modeling- Econometrics- Data science and visualizationTechnical software: R, Python, SQL, Tableau, Bloomberg Terminal, Microsoft Office Suite

Student Instructor for Principles of Financial Management and Principles of Macroeconomics(CRLA Certified Advanced Tutor Level 1)Hold bi-weekly educational sessions to reinforce professor lectures and directly targeting trouble areas through individual attention and group collaboration.Course Descriptions (from UNCW Course Catalogue)- Principles of Financial Management: "An introduction to the finance function of business enterprise and to the analytical techniques used in making investment and financing decisions."- Principles of Economics-Macro: "Aggregate economic analysis examining the effects of fiscal and monetary policy upon aggregate employment, income and prices at an introductory level."

- Area specialist on financial markets and SOMA operations - Head of Research Literature Review- Returned a second year as student-mentor for new team Team objective: create a cogent presentation that assesses financial, economic, and inflation trends and advocates monetary policy actions before a panel of judges. The competition consists of both the presentation and a question-and-answer period.Link for 2020 presentation to Federal Reserve Board of Governors is below

One of 9 schools selected to compete in the North Carolina State finals - placing fourth.Valuation specialist- Use a blended approach to evaluate company share's intrinsic-value (FCFE) and relative value to arrive at a share price estimate- Includes an ESG componentTeam objective: students are given company and receive roughly 2 months to visit with management and conduct a valuation of share price estimate in 1 year, along with a buy/sell recommendation. The written report is submitted to the North Carolina CFA Society for judging. Student teams that develop the 4 top-scoring reports will be invited to State Finals to present and defend their research orally in late February.

Senior Departmental Honors Undergraduate Research Dissertation for Economics and Finance at the Cameron School of Business. Proposed at the Federal Reserve Bank of Dallas Economic Scholars Program 15th Annual Undergraduate Research Conference.Research Question: Market participant's behavioral biases are priced into market assets, and this research seeks to provide an examination of inflation expectations and a practical application for their use in understanding equity style factor performance. After providing a review of inflation expectations through past academic literature and analyzing their historical data, time-series linear regression is used to examine the effect of inflation expectations on equity style characteristics. Policy Implication: The practical applications of this research are to inform financial market participants on how they can leverage data indicating investor sentiment with their factor investing strategies.

Raleigh, North Carolina, United States

Provide empirical evidence to groups’ qualitative investment strategy for their multi-asset class products.Collaborated with superiors and worked independently throughout research projects, from idea generation to project delivery; ultimately delivering a final report to the entire senior wealth management teamDevelop communication strategies for research insights- Fixed Income team: provided relative pricing of municipal bonds to support the creation of a municipal bond inventory scanner designed to maximize client yield using panel regression with state/time fixed effects - Fixed Income team: demonstrated that increase in relative volatility of interest rates materially changed industry credit spread sensitivities to movements in Treasury yield curve by estimating effect of relative and absolute changes in yield using panel regression- Asset Allocation team: estimated equity style factors’ performance across different economic regimes of economic growth and inflation to provide potential client portfolio allocation strategies using time-series regressions and MSCI portfolios- Manager Research team: decomposed client portfolios to measure historical/forecasted active risk exposure provided from alternative strategy managers in blended active/passive client portfolios using Bloomberg multi-factor risk model

Wilmington, North Carolina Area

Referee High School Varsity men’s lacrosse games.

B.S. Business Administration: Dual Concentration In Economics And Finance; Minor In Data Science

Activities and Societies: CFA Investment Research Challenge Team, Fed Challenge Team, Cameron Executive Network, Chi Phi Fraternity

Education record

Activities and Societies: Men's Lacrosse Team - Goalie