Here's just a small sampling of the projects over the years.


SMU Cox faculty research site, 2004- present

“Financial Protectionism Deters Investment,”  September 2018

Profiling of the Cox School of Business’ highly prolific researchers, a project which began in 2004 and continues to the present, with over 100-plus academic papers profiled. Select research by year here.



White paper: new energy exchange-traded fund, winter 2017

A financial services firm needed help with the investment rationale and positioning of a new innovative index, included concept development work, research, and writing for an institutional investor audience.


Brazil Political & Economic Risk Analysis Project, May 2017

Intelligence firm client, with an ongoing relationship, commissioned research and analysis of a specific energy investment in Brazil.

Investor communications outreach project, spring 2015

Concept development, research, and writing of investor outreach communications for New York-based energy infrastructure exchange-traded fund.

Green bonds white paper, 2014

The nascent market for green bonds, which first began in Europe, is spreading to the U.S. Green bonds are a relatively new source of financing for a lower carbon future and resource efficiency projects.

Editing work for various clients, 2010 - present

Projects include academic finance papers, investment and geopolitical intelligence reports, and energy reports, to name just a few.