Projects
Charon Special Situations Group was a research club I created with a friend while we attended college. We focused on covering event-driven and quantitative opportunities, and our work culminated in a data dashboard that we deployed at Rockefeller Capital Management. A selection of our reports can be found below:
Esoteric Financing Idea
The recent trend of mining bankruptcies has created short-term municipal lending opportunities in Wyoming counties seeking to litigate tax claims.
Bankruptcy Case Study
The following case study explains Windstream's progress into distress, an overview of transactions, and restructuring expectations.
Tactical Trading Strategy
Given the American airline industry's rich history, we explored the sector's capital structures for relative value and arbitrage opportunities.
Systematic Strategy
Taking inspiration from alternative beta funds, we experimented with a common retail strategy of buying odd lot tender offers to see how it might scale.
Short Analysis
After 2U's 33% loss since July, we wanted to re-evaluate the company's exposure to market risk and update Spruce Point's short thesis.
Risk Arbitrage Analysis
We backtested different strategies to identify times and catalysts that could indicate when to deploy capital during the United Technologies and Rockwell Collins acquisition.