Finance Lab

Action Learning

Laying the groundwork for affordable housing investing

Wafra tasked Fin-Lab with conducting due diligence on a proposed private equity fund that would invest in affordable housing with the twin goals of providing both social impact and financial return.

Laying the groundwork for affordable housing investing

Sample projects

Investment research

  • Use machine learning and AI techniques to research alpha signals in social media data (Glassdoor, etc.)
  • Investigate a probability-based model for emerging markets currency crisis 
  • Build a trading strategy for rates and currencies using the volatility risk premium

Venture capital, PE, and impact investing

  • Conduct a comprehensive valuation and impact analysis for a VC portfolio company in the renewable energy space
  • Perform valuation analysis for a late-stage growth company in the SAAS space
  • Identify attractive PE targets in the small family-owned US manufacturing segment
  • Build detailed valuation models for startup healthcare diagnostics company in South Asia

Trading and risk analysis

  • Use transaction-level intraday bond data to construct measures of overall bond market liquidity
  • Perform factor analysis on illiquid alternative investments like private equity and distressed credit
  • Analyze notional vs. actual trading liquidity in fixed income ETFs; factor crowding in strategies