Work

Eight engagements from 2026. Strategy, valuation, portfolio construction and systematic research. Each one states what was decided and what the decision was worth.

Grey lattice, feasible set. Cobalt ridge, efficient frontier. Bright node, tangency portfolio. Dim node, benchmark. Drag to orbit. Illustrative geometry, not the challenge data.
Risk and return surface. Interactive view available on wider screens.
01 2026 Natixis Students Challenge, first place Portfolio Strategist, Team Green Folio. A $100M simulated book returned 9.4% against a 1.8% benchmark, Sharpe 2.04, beta 0.35. Built the framework by testing equal weight through mean-variance optimisation before settling on an ESG-constrained barbell as conditions moved from AI momentum to geopolitical risk. Spotted the Cyclerion/Korsana merger from public pre-market information and sized a small diversified position that produced roughly $5.4M on a 205% opening-day move, the portfolio's largest single contribution. 02 2026 Blackmont Consulting, repositioning LivingPaper Took over as Project Manager mid-engagement with 6 weeks left on an 8-week timeline, coordinating 4 workstreams. Benchmarked 55 competitors and recommended repositioning toward the underserved funeral market. Full case.
03 2026 Repsol S.A. activism defence Board-level defence strategy against a hypothetical ShareAction campaign ahead of the 2027 AGM. Modelled activist coalition scenarios using Article 243 LSC proportional representation, shareholder register segmentation and vote projection across Norges Bank, Amundi, BlackRock and Vanguard, with ISS and Glass Lewis positioning. Three-pillar defence framework. Graded 81/100. Later reviewed in person by Cas Sydorowitz, Global CEO of Georgeson, a conversation that surfaced an error in the retail ownership data and led to a corrected register analysis. Summary
04 2026 easyJet takeover valuation DCF and takeover valuation for the MSc Applied Project. Interactive valuation chart with chart and table toggle. Summary
05 2026 180 Degrees Consulting, Promethias EdTech building AI learning systems for neurodivergent children. Sized the market and benchmarked competitors, identifying 6 product differentiators including eye-tracking for distraction detection. When the founder relocated to Hong Kong on two weeks' notice, rebuilt the market assessment, competitive landscape and investor materials from scratch for the new geography. Summary
06 2026 Discretionary multi-asset macro book Top-down thematic portfolio across equities, rates, FX, commodities, credit and options. Themes: AI infrastructure, inflation persistence, rate expectations, geopolitical risk. After a period of concentrated exposure and correlation-driven losses, rebuilt the framework with volatility parity, conviction-based sizing, correlation controls and stress testing. Highest portfolio return among all participating groups. Summary
07 2026 Systematic commodity strategy with an ML risk overlay 23 commodities across energy, metals and agriculture, 1990 to 2026. Ensemble trend framework combining EWMA crossovers and Donchian breakouts with volatility scaling and monthly rebalancing. A walk-forward logistic regression overlay on macro indicators cut volatility and drawdown while holding risk-adjusted return. Summary
08 2026 Nikash, real options for film finance Co-founded. Predicting winning films before release using an Arundel-style real options framework. 15+ conversations with producers and filmmakers reshaped the core assumption: decisions in the industry are emotionally driven rather than purely financial, which is now built into how the model treats the market. Summary
Also built
TrustBridge zero-knowledge identity platform
US TIPS return prediction with machine learning
USX conglomerate discount analysis (Berger and Ofek, 10 to 11%)
Diageo DCF and capital structure
Global equity portfolio optimisation
CAPM cross-sectional evaluation
RoadVerse mobility intelligence
IMC Prosperity 4
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