A culmination of countless hours of modeling and industry research. I was tasked with presenting my insights to my peers while both telling a story of a company I had dissected for months and giving my investment recommendation. This project demonstrates my ability to synthesize and translate information gathered from financial websites (CapIQ, Morning Star, SEC.gov, Mergent) and Excel workbooks into a PowerPoint presentation. Combines my knowledge of modeling, Excel functions, and research skills into one exhibition.
This project was unique. For my “Managing People and Organizations” class, we were charged with with not only researching a non-profit organization in the greater Los Angeles area, but further prompted to volunteer with the group in order to gain hands-on knowledge of their operations. With that, I chose Nourish LA, a grassroots non-profit on the frontlines of the fight against hunger and food insecurity in LA. I had the pleasure of working with them this past winter at their UCLA University Village location, where they serve nearly a thousand individuals on a weekly basis. As part of this presentation, I recommended a partnership between Nourish LA and The California Endowment, which would give this organization a permanent place to manage their day-to-day functions.
This deliverable came at the end of my “Lion Cub Fund: Fixed Income” course in the fall of 2025. As the PowerPoint dictates, I spent the semester adjusting my allocation base of fixed-income ETFs in an attempt to “beat the benchmark,” or the to outperform the Bloomberg Aggregate Index of the bond market. I positioned my allocation based with an aggressive high yield corporate tilt, while assuming meaningful exposure on Treasuries and IG corporates. During the semester, I learned how to track the financial calendar throughout each month, learning when the jobs report, CPI, ADP Private payrolls, etc. are available. I ended the class with an Alpha of -0.29, and placed 2nd among my peers.
This is one of my personal favorites. In my “Marketing and Business Communications” class in the Spring of 2025, I was responsible for proposing and executing a marketing campaign for an existing company that would elevate their overall brand and value proposition. With that, I delivered an expansion plan for Topgolf into other sports, introducing new locations such as Tophoops, Topsoccer, Topbaseball, and an all-encompassing Topsports. This diversification of their product line would capture an untapped market, and would increase their faltering revenue projections in the years to come. Additionally, I wanted to create a presentation that would catch the eye of its beholder while emulating Topgolf’s modern and neon location layouts. From start to finish, rethinking a brand’s entire marketing strategy and planning a realistic campaign for their future was both an intellectually demanding exercise and a deeply clarifying one, revealing how every decision—from positioning to messaging to channel selection—shapes the trajectory of a brand’s long‑term growth.
George Tupy 