pla Portfolio — Matthew Wang

Portfolio

Concise summaries with direct links to reports.

Capital-Raising Strategy (EMD, Redacted)

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Goal: Internalize fundraising to reduce third-party fees and improve investor visibility.
Approach: Business-plan outline, operating model & compliance flow, KPI/dashboard framework.
My role: Market scan, GTM outline, KPI definitions, investor materials & exec-ready visuals.
Note: Financial figures and client identifiers are redacted to respect confidentiality.

TELUS Equity Valuation — WACC & DDM

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Goal: Assess investment attractiveness of TELUS (2017–2021) given steady reported growth.
Approach: Annual-report rebuild → ratios & comps; WACC estimation; multi-stage DDM; governance review.
Findings: Revenues/dividends show consistent growth; market values appear rich vs. book → potential overvaluation risk.
Conclusion: Relatively safe near-term profile; monitor valuation vs. fundamentals for medium-term.

Liquidity Shock Simulation (Policy Playbook)

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Goal: Model systemic liquidity stress after a major flood shock (China, 2022 scenario).
Approach: Macro scenario of asset loss → loan demand at PBoC; regional bond sell-offs → rate rise; liquidity metrics.
Recommendations: Extend central-bank lending facilities, ease policy rate, lower RRR to support affected sectors.

Georgetown Marketplace Redevelopment — ROI Model & Investor Pitch Deck

Goal: Evaluate redevelopment feasibility and inform investor negotiations.
Approach: 5-year cash-flow build (rent steps, lease-up, capex), IRR/NPV & payback; sensitivity to lease-up, cap rate, exit.
Outcome: Tighter decision bounds for cap-allocation; clear pitch narrative used in investor deck.