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David T

- Research Program Mentor

MBA at Northwestern University

Expertise

Entrepreneurship, Business creation, Corporate leadership, Stocks, Financial literacy, Historical topics on business, Investing, Evolution of nutrition,

Bio

I'm a native Chicagoan and life long learner. My academic passions are two fold: Finance/Investment research and understanding historical companies. I am interested in promoting financial literacy and increasing research in the finance space whether it be with blockchain or novel ways to promote more efficient markets. I also love learning and researching historical companies as I believe there are learnings and lessons that can be taken from case studies. I published a paper in the Concord Review on the MaCartney Expedition and have since written many papers on the Dutch VOC (Dutch East India Company) and Direct Foreign Investments in Senegal. I have a personal interest in cars and motorcycles that sometimes bleeds over to the professional world. For school and professional projects I've covered and analyzed companies such as GM and Ford so I understand automotive strategy well. I regularly teach friends how to ride a motorcycle and I modify and do normal maintenance on my motorcycle as well. During the summer of 2020, I did a lot of motogymkhana and raced my motorcycle in closed circuit events.

Project ideas

Project ideas are meant to help inspire student thinking about their own project. Students are in the driver seat of their research and are free to use any or none of the ideas shared by their mentors.

What happened to the largest company in the world? The Dutch East India Trading Company

Scholarly paper discussing the fall and demise of one of the largest companies in the world, the Dutch East India Trading Company. The goal of the history paper a student writes is for self fulfillment, for learning, and to submit and be published in the Concord Review. -Hypothesis led approach to writing -Originating primary and secondary sources -Translating primary and secondary sources -Academic citations -Analysis of sources

Investment Strategies for Financial Freedom or FIRE

A hands on project that will allow the student to understand and deep dive into the fundamentals of capital markets in the United States. The student will not only write a paper, but also create a strategic action plan that dictates the actions to take in order to maximize returns on capital. The following skills and concepts will be learned and applied: -Brokerage Accounts -Stock Picking -Mutual Funds and ETFs -Hedge Funds and PE Funds -Capital Gains and Taxes -Retirement Accounts and Tax Advantaged Accounts -Advanced Research (Fama French model vs. Cap M) -Income budgeting

Launching and Leading a Start Up

Launch your own company and officially register the business as well as develop the skills to grow it into an enterprise. This project will go over and result in the following deliverables being completed: -Business and LLC creation and registration -Receiving the business Tax ID -Creating a business website -Launching Facebook Advertisement Campaigns -A/B development and refines of Facebook Ads -Operations management -Scaling for the future -Fundraising

Coding skills

SQL

Languages I know

Chinese (Mandarin)

Teaching experience

I mentor 2 interns every summer for my tutoring company helping them develop professional skills to set them up for success in subsequent endeavors. Each intern publishes 10 articles a summer, learns social media marketing, and can produce business ready deliverables. I won the Outstanding North America Mentorship Award from my previous company, Accenture, for helping 2 analysts get promoted and 1 intern get a full time offer. I ran an ACT/SAT program for disadvantaged students on the South Side of Chicago to help prepare them for college entrance exams.

Credentials

Work experience

Accenture (2017 - 2020)
Management Consultant
Rakuten (2021 - 2021)
Product Management Intern
Midway Tutors (2014 - Current)
Founder and CEO
Boston Consulting Group (2022 - Current)
Consultant

Education

University of Chicago
BA Bachelor of Arts (2017)
Public Policy/Finance
Northwestern University
MBA Master of Business Administration
Strategy and Marketing, Healthcare Management

Completed Projects

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