As the team leader in the 2023 Wharton Investment Challenge, I undertook the responsibility of analyzing a case study and creating a strategic investment plan aligned with our client’s financial goals. This involved meticulous research and studying various financial concepts to ensure our approach was comprehensive and informed. I led my team in creating a detailed investment timeline, outlining key milestones and actions to achieve our objectives. Through collaborative effort and leveraging my understanding of financial markets, we crafted a diversified portfolio that balanced risk and return, aiming to optimize outcomes for our client according to her goals.