PROJECTS

Venture Capital Funding Startup Plan

Masters Project supervised by: Professor Dileep Rao (VC, Forbes Writer)

Euro Disney Analysis (International Business)

Analyzed Disney’s European venture with comparison to Disneyland Tokyo. Looked at international implementation strategies employed by Disney which had varying degrees of success in different regions of the world. Analyzed effect of expenses and revenue streams on Disney’s entire conglomerate enterprise: stores, theme parks, merchandise, and hotels.

MSFT Financial Analysis (Security Analysis)

stock trend in Microsoft during past 5 years. Conducted analysis of future prospects from merger and acquisition analysis, such as its acquisition of LinkedIn. Researched industry trends and financial effects of market changes internally and solvency & liquidity. Analyzed stochastic, moving averages, CAPM, P/E, Franchise P/E, and PEG ratio.

CEMEX, Cross Currency Debt and Foreign Exchange Risk (Global Finance)

Analyzed leverage affected by Mexican company Cemex in its global expansion, during and after Mexican last recessionary period. Analyzed leverage of company via Debt/Equity and foreign exchange effects from operations in South American and Asian Markets.

Masters Project – Entrepreneurial Startup (Venture Capital)

Created a startup business plan that included a: Market Opportunity Analysis, Harvest Potential, exit strategy, and Financial Pro-forma (via VC Finance Methods: Bottom Up Sales Projection, Valuation of Venture, and Initial Sources & Uses). Presented as multiple VC meetings.

Netflix Financial Analysis (Financial Reporting and Analysis)

Analyzed Netflix stock and performed a lifetime analysis of the stock, from 2003 IPO. Analyzed 7-to-1 stock split of company and effect of global expansion on the balance sheet, statement of cash flows, and income statement. Created 3 year forecast of Netflix’s growth.

Kroll Bond Rating Agency (Fixed Income & Futures)

Project on Rating Agencies, such as Moody’s, Fitch, and Standard & Poor’s, and all other rating companies. Looks at what goes into the decisions behind a rating firm’s processes and the process by which different companies get ratings, via subscription or contract.

Consulting Company Strategic Analysis (Strategic Management)

Created a business plan for a consulting company using Business Model Canvas, Value Proposition Canvas, PESTLE Analysis, and SWOT. Company would train employees and succeed in achieving goals of McKinsey 7S’ Model (Hard: Strategy, Structure, Systems; Soft: Skills, Staff, Style) with estimated statement of Cash Flows.

Corporate Simulation (Corporate Simulation)

Created an 8 quarter company as finance CFO of team. Looked at a global technology business in a market simulation. Incorporated changing foreign exchange risk, competitor’s product line, and cash flow of company. Won 1st place at end of simulation.

BP Deepwater Horizon Crisis (Colloquium in Business Ethics)

Analyzed actions taken by BP during the incident in Florida. Analyzed timeline of events and management actions after the incident, current corporate trends, and legislature.

Legal Case Analysis - Republic of Philippines v. Pimentel (Business Law)

Reviewed full Supreme Court of the United States case involving Merrill Lynch as an interpleader dealing with government interest and corporate account. Analyzed both US and Foreign rule of law and international treaties and conventions as legal analogies.

Yahoo! Technology Proposal (Information Systems)

Created an Information Systems plan to improve IT solutions at Yahoo. Valuated development and purchase price of technology and implementation costs via pro-forma: worst case, likely case, best case scenarios. Analyzed EBIDA changes and corporate actions as well as web growth measures to determine feasibility of plan.

Credit Default Swaps (Financial Markets)

Analyzed the process behind the derivative market, the nature of derivatives and the use of bank balance sheets in order to create derivative products. Learned of different techniques used by banks and financial institutions and how to trace origin and spread of a derivative

Facebook (Financial Markets)

Learned process of Valuation of an IPO. Measured success of social networking site: MAU (monthly active users), ARPU (average revenue per user). Analyzed differences between different classes of stock, and SEC requirements like 500 minimum IPO shareholders.

FINTECH (Financial Markets)

Analyzed the nature of FINTECH on the financial landscape. How new startups are disrupting the banking environment and affecting the nature of the finance sector of the market. Analyzed difference between Robo-investor only and hybrid model, used by Fidelity, as well as repercussions of BREXIT. Looked at new innovation at Citigroup to adapt to FINTECH.

Mutual Funds Portfolio (Portfolio Theory)

Created a portfolio using data from 5 Domestic Mutual Funds and 1 International Mutual Fund. Analyzed Sharp and Treynor ratio as well as return of the fund on quarterly basis over 10 years compared to the market index and risk free rate as well as Efficient Portfolios with and with shorting for different levels of risk and with 3-month constant maturity T-bills.

IMF Stress Test (Financial Markets)

Used Excel to navigate through Stress Test used by the International Monetary Fund (IMF) in response to crisis. Accounted for contagion effects and financial ratios used by leading banks. Analyzed and presented results of Stress Test 2.0.

Merger & Acquisition – Pfizer & Medivation (Financial Management Policies)

Created a ProForma Financial report using financial statements and Database items from WRDS (UPenn) and Bloomberg Terminal. Used Gordon Total Equity Model and Created Bond Yield Curve to compute merged corporation’s WACC. Compared results to NASDAQ Biotechnology Index. Created Synergy Cash Flows for Xtandi, an oncology drug that was approved for sales in the US and patented by Medivation. Looked at Pfizer’s portfolio of oncology drugs in case merger did not occur. Free Cash Flow from Equity and Enterprise Value was analyzed using @Risk via Monte Carlo simulation. Negotiated on the side of Pfizer as their investment bankers.