Jacob Lucero

Summa Cum Laude Clemson University May 2024 Summa Cum Laude is awarded to students who graduate with a cumulative GPA greater than 3.95/4.00.

Richard H. Klein Award in Finance Clemson University Mar 2024 The Richard H. Klein Award in Finance for Scholarship and Service was established in honor of Richard H. Klein, Ph.D. Klein served Clemson University for 25 years as a professor of Finance. The award is given to a senior who has both demonstrated exemplary academic performance and has contributed to the community, nation, or to their fellow students.

CFA Institute Research Challenge: Sub-Regional Finalist CFA Research Institute Feb 2024 Completed detailed equity research report on The Southern Company (NYSE: SO) which supported a BUY recommendation. Built a fully circular 3-statement model for each of the Firm's five main operating subsidiaries before consolidating into a single DCF valuation model. Also built a dividend discount model in addition to running detailed public comps analysis to arrive at a final 12-month target share price of $75. The 20-page report includes discussion on key risks facing the Firm and potential… Show more Completed detailed equity research report on The Southern Company (NYSE: SO) which supported a BUY recommendation. Built a fully circular 3-statement model for each of the Firm's five main operating subsidiaries before consolidating into a single DCF valuation model. Also built a dividend discount model in addition to running detailed public comps analysis to arrive at a final 12-month target share price of $75. The 20-page report includes discussion on key risks facing the Firm and potential mitigants, historical financial analysis, industry outlook, competitive positioning, and more. Monte Carlo analysis was also incorporated into our valuation model. The simulation included 10,000 iterations of The Southern Company's share price one year from the initial valuation date.14 universities participated in the Southeastern Sub-Regional competition, of which our team was one of the five selected to move onto the finals. Held in Atlanta, the finals consisted of a 10-minute presentation followed by a 10-minute Q&A where our team actively defended our research report's underlying BUY recommendation. Show less

Arthrex Annual Scholarship Arthrex Jan 2023

Curtis A. Southern Memorial Scholarship Endowment Clemson University 2023

James Corcoran and Mary Poats Littlejohn Memorial Scholarship Clemson University 2023