EQUITY AUM MANAGED $6.0M ANNUAL RETURN +23.0% vs S&P 500 ▲ INSURANCE ACCOUNTS 130+ · ZERO ATTRITION COMPANIES ANALYZED 31+ · Q4 2024 EARNINGS JOURNAL PROJECT FINANCE MODEL · LEVERED IRR ~21% · MOIC ~6.0x CFA LEVEL I CANDIDATE · FMVA® · MSc FINANCE, UNIV. OF KENTUCKY EQUITY AUM MANAGED $6.0M ANNUAL RETURN +23.0% vs S&P 500 ▲ INSURANCE ACCOUNTS 130+ · ZERO ATTRITION COMPANIES ANALYZED 31+ · Q4 2024 EARNINGS JOURNAL PROJECT FINANCE MODEL · LEVERED IRR ~21% · MOIC ~6.0x CFA LEVEL I CANDIDATE · FMVA® · MSc FINANCE, UNIV. OF KENTUCKY

Independent Finance & Strategy Advisor

Decision-ready financial analysis for investors, boards, and operators.

DCF valuation, project finance modeling, and FP&A advisory, built to institutional standard and stress-tested before a number ever reaches a decision-maker. Eight years across underwriting, portfolio management, and enterprise risk, spanning Nairobi, Lexington, and New York.

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Kevin Otieno Okeyo
MSF · CFA Level I Candidate · FMVA®

Flagship Result

+23%

Annual return on a $6M co-managed equity portfolio, outperforming the S&P 500, attribution-verified via Brinson-Hood-Beebower decomposition.

Client Retention

100%

Zero attrition across a ~130-account commercial insurance book, Minet Kenya.

Expert Consultant · GLG (Gerson Lehrman Group) Expert Consultant · Catalant Senior Domain Expert · Mercor.io Board Member · Dr. Net Technology Labs Chair, Audit Committee · Goal Quest Group

TRACK RECORD

Verifiable results, sourced to the model behind them.

Every figure below traces to a documented model, a managed account, or a named engagement.

$6M

Equity portfolio actively managed · UK Student Managed Investment Fund

+23%

Annual return vs. S&P 500 benchmark

130+

Commercial insurance accounts at zero attrition

31+

Companies covered in Q4 2024 earnings journal

HOW I HELP

Four practice areas, one analytical standard.

Read the full advisory philosophy →

Financial Modeling & Valuation

DCF, comparable company analysis, and multi-scenario project-finance modeling.

For: investors, PE/VC, boards

FP&A & Strategic Advisory

Driver-based budgeting, rolling forecasts, cost allocation, variance analysis.

For: operators, CFOs, finance teams

Insurance & Risk Training

Underwriting fundamentals, pricing discipline, and regulatory frameworks.

For: brokers, insurers, agent networks

AI-Forward Analytics

Applying AI and statistical modeling to strengthen risk assessment and forecasting.

For: teams adopting AI in finance/risk