Six Engagements, each written the same way.
Every Engagement had a Sponsor, a scope and an outcome that was not mine to choose. Each one is written as a Case Study following the same five sections in the same order — The Situation, What I Did, What Changed, What I Learned, Where Else This Applies — so that two of them can be read against each other, and so that What I Learned reads as a method rather than an excuse.
Exhibit 1 Every quadrant holds an Engagement: work assigned by a Sponsor and work I set myself, analysis and working tools
Tap, hover or tab to an Engagement to read its line; select one to open its Case Study.
View the data
| No. | Engagement | Scope | Output | Quadrant | Described as | In one line |
|---|---|---|---|---|---|---|
| 01 | Customer Intelligence | Assigned by a Sponsor | Built a working tool | Tools under someone else’s rules | Assigned · working tool | Mapping and profitability tools that gave leadership its first map of a customer base it had only seen as rows. |
| 02 | Credit Process Rebuild | Assigned by a Sponsor | Built a working tool | Tools under someone else’s rules | Assigned · working tool · ongoing | Loan origination rebuilt as local-only tools, with the approval presentation split into three stages: fill, analyze, review. |
| 03 | Hedge Fund Case Competition | Assigned by a Sponsor | Produced analysis | Analysis to a brief | Assigned · analysis | A team thesis that the market underprices companies putting AI to work, next to the ones selling it, tested through an intake pipeline we built with Python and LLMs. |
| 04 | Research | Self-directed | Produced analysis | Research I can be wrong in | Self-directed, faculty-advised · analysis | Whether AI-edited language in SEC filings predicts stock returns. The project where I learned to build results I can defend, and to rebuild from ones I can’t. |
| 05 | Investment Decision Tools | Self-directed | Built a working tool | Systems I own end to end | Self-directed · product design and architecture | A decision-discipline system for active investors. It measures how closely each trade followed a plan set in advance, using the broker’s own record, and a built-in language model reviews every decision: was it the right call, and was it carried out as planned. |
| 06 | Regime & Sentiment Allocator | Self-directed | Built a working tool | Systems I own end to end | Self-directed · system | A two-layer allocation system, built and run end to end: a macro regime call, then sentiment scoring from public commentary. Published as working architecture. |
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Engagement 01
Customer Intelligence
A community bank in the Upper Midwest
Browser-based mapping and profitability tools that gave leadership a spatial and demographic view of a customer base it had only ever seen as rows.
On the map: Tools under someone else’s rules
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Engagement 02
Credit Process Rebuild
A community bank in the Upper Midwest · ongoing
Loan origination rebuilt as local-only browser tools: intake, tax-document extraction, spreads, and an approval presentation restructured into three separate stages.
On the map: Tools under someone else’s rules
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Engagement 03
Hedge Fund Case Competition
Four-person team
Our paper, “Operational AI Adoption in a Winner-Take-Most Economy,” scored companies on how they describe putting AI to work, and reports the two earlier periods when the same signal pointed the wrong way.
On the map: Analysis to a brief
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Engagement 04
Research
Independent · faculty-advised
Tests whether AI editing can be spotted at three strengths, light, moderate and heavy, before any detection method is allowed near a real filing and its returns.
On the map: Research I can be wrong in
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Engagement 05
Investment Decision Tools
Self-directed · product design and architecture
Reads the broker’s record and never places an order. What the investor did sits beside what they said they did, never averaged, because the gap between the two is the signal. A companion charting tool records what each chart showed.
On the map: Systems I own end to end
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Engagement 06
Regime & Sentiment Allocator
Self-directed
Sorts the market into one of four regimes, allocates across fifteen sector and credit funds, and writes itself a plain-English briefing on a schedule. Fifty-six trading days is too short to judge returns, so it is published as a design.
On the map: Systems I own end to end
All six Case Studies are published, and each card links to one. Case Studies are written one at a time, so an Engagement is listed here from the moment it exists and its card is linked only once its page does — a link to a page that is not there yet is worse than no link.