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 FY2020โ€“2024, 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

Sovereign Debt

  • Sovereign Debt โ€” academic readings (Bolton, Buchheit-Gulati, DeSieno, Brooks-Lombardi), weeks 10โ€“12 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

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