Learn. Produce. Repeat.

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Curated from past internship and full-time experiences, we provide the Global Investment Research and Asset Management division with proprietary underwriting frameworks proven by differentiated returns over multiple portfolio vintages.


The Investment Strategy and Executive Office division shift the perspective of a financial analyst to focus on the "People" aspect of the industry.

Operational Metrics

Global Investment Research

225+

Recommendations

Asset Management

~15%

Running IRR

Executive Office

50+

Events Executed

Wealth Management

#1

Engaged Content

Global Investment Research

November 15, 2024

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November 1, 2024

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October 20, 2024

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September 29, 2024

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Asset Management

March 2, 2024

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October 7, 2023

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Agilent

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SEI Investments

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Investment Strategy

November 30, 2024

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October 31, 2024

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October 20, 2024

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September 30, 2024

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