Cole Page

Two pitches on the same credit four weeks apart, the 2028s at +394 and then the 2029s at +520. Both were through target by Aug-2026, and from a common December start the 2029s returned 390bp more.

Building a complete financial dataset out of primary sources: point-in-time fundamentals and full statements for every US filer, Treasury and Fed credit history, and a corpus of credit agreements underneath structured covenant terms that cite the exact line they came from.

A portfolio system I built for the UCLA Anderson Student Investment Fund: accounting off one transaction ledger, per-name research and notes, attribution and risk, and the weekly board report.

The 2031 first-lien term loan at par against the same issuer's unsecured notes at 104–105, where the call schedules capped total return.