New York City, New York May 2022-June 2022
- Old Orchard Capital Management is a Hedge Fund founded in 2014 that focuses on maximizing returns for their investors by focusing their investments on the Municipal Bond Market, U.S. Treasury Bonds, and Corporate bonds
- Shadowed employees in multiple roles such as the Marketing Director, Traders, and Research Analysts to understand exactly how a hedge fund operates
- Enhanced my knowledge on the Municipal Bond Market and economic terms such as duration and callability to better assist the company
- Utilized Excel to understand the difference between Municipal and Treasury bonds by graphing and studying their trends to perform better research on potential investments
- Analyzed two different bonds for apartment complexes in California and presented to the entire firm which bond is a better investment by comparing the yield to maturity, credibility, current price, etc
Final Presentation: Pitching the Firm to “Investors”
- Pitched to employees at the firm why they should invest in Old Orchard Capital Management
- Presented for 20 minutes with one partner followed by a Q&A session
- Underscored past success, experience, and ESG considerations
- Researched and highlighted data that showed why investing in an investment fund during periods of slow growth can benefit the investor