Why This Exists
Financial literacy is a non-negotiable for the career you want. Build it deliberately. This is also where CEE coursework and research materials live.
Source Material in RAW/CEE-notes/
Financial Modelling
- Finance โ Wall Street Prep 3-statement modelling guide, DCF practice problems, Wallstreet Finance 1 Course, CFA curriculum (2024, 21 books), Introduction to Finance (Melicher & Norton)
- RCAC_Financial_Model.xlsx โ live financial model
- RCAC_Financial_Analysis.xlsx โ analysis workbooks
RCAC (Rural Community Assistance Corporation)
Significant work: audited financials FY2020โ2024, 3-year trend analysis, loans receivable detail, financial overview
- documents โ all RCAC PDFs and Excel models
- Key files: RCAC_3YR_Financial_Trends_Full.xlsx, RCAC_Financial_Model.xlsx
Blended Finance & Impact
- DAF_factsheet.pdf โ Donor-Advised Fund factsheet
- recoverable-grants.pdf โ Recoverable grants overview
- ms-recoverable-grants-overview.pdf
- CapShift-RecoverableGrant-FAQ-Rebrand.pdf
- PRI-Recoverable-Grant-Prime.pdf
- case-study-4-daf.pdf
- cdfi-program-guidelines.pdf
- AMPF-Program-Circular.pdf
Sovereign Debt
- Sovereign Debt โ academic readings (Bolton, Buchheit-Gulati, DeSieno, Brooks-Lombardi), weeks 10โ12 of a sovereign debt course
Priority Foundations to Build
- Finish financial modelling course (Q2 cardinal goal) โ open-loops
- CFA registration โ open-loops
- Build notes on recoverable grants / blended finance structure โ
blended-finance-notes.md - Build notes on RCAC financial analysis โ
rcac-case-study.md - Taxes โ resolve Q2 โ open-loops
- Track net worth monthly (Acts of Alignment)
- Read financial statements of companies monthly (Acts of Alignment)
Open Questions
- How does impact measurement actually work in blended finance?
- What is project finance structure for clean energy projects?
- How do recoverable grants differ from loans and equity?
- What does a CDFI do and why does it matter for climate finance?
- How do I manage my money properly? โ open-loops
Key Reading
- Handbook of Energy Economics โ reading-list
- Keynes: Man of Leisure โ https://open.substack.com/pub/lavitalenta/p/keynes-man-of-leisure
- Industrial Policy for Development โ reading-list
- CFA curriculum โ in RAW
Sovereign Debt Reading List
Academic papers from a comprehensive sovereign debt course (weeks 4-14). All content indexed by filename โ use PDF skill to extract detailed content.
Week 4: Foundations
- Calvo (1988) โ
Week4_Calvo-_1988.pdf - Guzman & Howitt (2016) โ
Week4_Guzman-Howitt_2016.pdf - Sayantan & Miller (2015) โ
Week4_Sayantan-Miller_2015.pdf - Bebczuk (2003) Chapters 1-2 โ
Week4_Bebczuk chap1_2003.pdf,Week4_Bebczuk chap2_2003.pdf
Week 5: Debt Dynamics
- Hebert & Schreger (2017) โ
Week5_Hebert-Schreger_2017.pdf - Sayantan, Miller & Thampanishvong (2019) โ
Week5_Sayantan-Miller-Thampanishvong_2019.pdf - Sturzenegger & Zettelmeyer (2008) โ
Week5_Sturzenegger-Zettelmeyer_2008.pdf
Week 6: Debt & Growth
- Guzman & Stiglitz (2020) โ
Week6_Guzman-Stiglitz_2020.pdf - Krugman (1988) โ
Week6_Krugman_1988.pdf - Sachs & Cohen (1986) โ
Week6_Sachs-Cohen_1986.pdf
Week 7: Empirical Evidence
- Horn, Reinhart & Trebesch (2020) โ
Week7_Horn-Reinhart-Trebesch_2020.pdf - Horn, Reinhart & Trebesch (2021) โ
Week7_Horn-Reinhart-Trebesch_2021.pdf - Meyer, Reinhart & Trebesch (2022) โ
Week7_Meyer-Reinhart-Trebesch_2022.pdf - Reinhart & Trebesch (2016) โ
Week7_Reinhart-Trebesch_2016.pdf - Sachs (2002) โ
Week7_Sachs_2002.pdf - Schlegl, Trebesch & Wright (2019) โ
Week7_Schlegl-Trebesch-Wright_2019.pdf - Weisbrot & Ray (2011) โ
Week7_Weisbrot-Ray_2011.pdf
Week 8: Creditor Coordination
- Ams, Baqir, Gelpern & Trebesch (2019) โ
Week8_Ams-Baqir-Gelpern-Trebesch_2019.pdf - Colodenco, Guzman & Wiedenbrug (2024) โ
Week8_Colodenco-Guzman-Wiedenbrug_2024.pdf - Das, Udaibir, Papaioannou & Trebesch (2012) โ
Week8_Das-Udaibir-Papaioannou-Trebesch_2012.pdf - Guzman & Lombardi (2017) โ
Week8_Guzman-Lombardi_2017.pdf - Tamon & Trebesch (2016) โ
Week8_Tamon-Trebesch_2016.pdf
Week 9: Debt Crisis
- Krugman (1988) โ
Week9_Krugman_1988.pdf - Marcos, Klok, Thakoor & Zettelmeyer (2022) โ
Week9_Marcos-Klok-Thakoor-Zettelmeyer_2022.pdf - Ocampo (2016) โ
Week9_Ocampo_2016.pdf - Raffer (2016) โ
Week9_Raffer_2016.pdf - Sachs (1990) โ
Week9_Sachs_1990.pdf
Week 10: Restructuring & Default
- Bolton et al. (2020) โ
Week10_Bolton et al_2020.pdf - Buchheit & Gulati (2018) โ
Week10_Buchheit-Gulati_2018.pdf - DeSieno (2016) โ
Week10_DeSieno_2016.pdf
Week 11: Policy & Law
- Brooks & Lombardi (2016) โ
Week11_Brooks-Lombardi_2016.pdf - Buchheit, Gulati & Thompson (2007) โ
Week11_Buchheit-Gulati-Thompson_2007.pdf - Buchheit & Pam (2004) โ
Week11_Buchheit-Pam_2004.pdf - Gelpern, Heller & Setser (2016) โ
Week11_Gelpern-Heller-Setser_2016.pdf - Schumacher, Trebesch & Enderlein (2021) โ
Week11_Schumacher-Trebesch-Enderlein_2021.pdf
Week 12: Global Dimensions
- Arauz et al. (2021) โ
Week12_Arauz et al_2021.pdf - Guzman & Heymann (2015) โ
Week12_Guzman-Heymann_2015.pdf - Hagan (2020) โ
Week12_Hagan_2020.pdf - Stiglitz & Gallagher (2022) โ
Week12_Stiglitz-Gallagher_2022.pdf
Week 13: Emerging Perspectives
- Kaiser (2016) โ
Week13_Kaiser_2016.pdf - Stiglitz & Guzman (2016) โ
Week13_Stiglitz-Guzman_2016.pdf - Stiglitz & Guzman (2018) โ
Week13_Stiglitz-Guzman_2018.pdf
Week 14: Advanced Topics
- Buchheit et al. (2019) โ
Week14_Buchheit et al_2019.pdf - Chodos (2016) โ
Week14_Chodos_2016.pdf - Dhillon et al. (2006) โ
Week14_Dhillon et al_2006.pdf - Guzman (2016) โ
Week14_Guzman_2016.pdf - Varoufakis (2016) โ
Week14_Varoufakis_2016.pdf - Zettelmeyer et al. (2013) โ
Week14_Zettelmeyer et al_2013.pdf