Selected work

Research & financial modeling

Selected projects in equity research, business valuation, capital budgeting and investment decision-making. Prepared for educational and professional development purposes.

Independent equity research · July 2026

MSCI Inc. (NYSE: MSCI)

Preliminary long thesis exploring the index franchise, financial data workflows, and opportunities in analytics and private markets.

Research, investment thesis, company analysis, valuation scenarios and risks

Equity Research Pitch Deck

An independent 14-page research sample demonstrating the process of constructing an investment thesis from company filings, operating metrics and industry evidence. Valuation estimates are preliminary.

Executive summary slide from Laurentian Bakeries capital budgeting presentation: scenario NPVs and reject recommendation
MBA financial management · Academic case study

Laurentian Bakeries

Capital Budgeting & Financial Modeling

Developed the Excel financial model for a team investment appraisal of a proposed manufacturing expansion. The model examines 10-year incremental cash flows, NPV, IRR, demand scenarios, sensitivity and investment risk.

My contribution: financial modeling and quantitative analysis. The accompanying presentation summarizes the findings for an investment committee-style audience.

Based on an MBA teaching case. The original Ivey case document is not reproduced. The 50%, 75% and 100% cases are scenario assumptions, not probabilities.

All work is provided as a demonstration of research and analytical methods, not investment advice. Views are personal and do not represent an employer or institution.