Building and applying an investor mindset

The School of Accounting and Finance (SAF) caught up with Mitchell Ho (BAFM ’21) to chat about his journey since graduating from the Accounting and Financial Management program and his path to pursuing a career in finance.

by Alyana Versolatto

Image of Mitchell HoCurrently, Ho works as an associate in private equity at Brookfield Asset Management and he attributes the start of building his investor mindset to his experience at the University of Waterloo with the Student Investment Fund (SIF). SIF gave him and other SAF students the unique opportunity to invest with real money and get hands-on-training in equity valuation and portfolio management with guidance from industry experts and faculty mentors. This taught him about value investing that he then applied to his co-op role as private equity analyst at the Ontario Teachers’ Pension Plan and when competing in the CFA Institute Research Challenge.

In addition to his diverse co-op opportunities, he led the hEDGE Conference, a student-organized conference that offers delegates a comprehensive look into both sell-side and buy-side finance through the six pillars of capital markets: asset management, equity and debt research, investment banking, private equity, sales and trading, and venture capital.

By leveraging his studies in accounting and finance, extra-curricular opportunities, and Waterloo’s leading co-op program, Ho has built a strong portfolio of career experiences. Hear in his own words about his career journey and what advice he has for aspiring professionals.