Fall 2015 Team

Investment Fund team structure

Industrial Allocation

Financial (REIT and TMT) Sector

Energy and Utilities Sector

TMT and Healthcare Sector

Materials Sector

Industrials Sector

Portfolio Analytics

Consumer Sector

Past teams

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Senior Portfolio Managers

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 Junior Portfolio Managers

 

Oliver Chan
 Oliver Chan

Roles and employers: Investment Banking at BMO Capital Markets, Private Equity at Altas Partners, Audit at Deloitte

Program: Bachelor of Accounting and Financial Management

Month/Year when degree requirements are completed: December 2015

Other interests: Squash, swimming and skiing

Rocken Wong
Rocken Wong​

Roles and employers: Staff at EY Advisory

Program: Accounting and Financial Management

Month/Year when degree requirements are completed: Dec 2015 / August 2016 (MAcc)

Other interests: Skiing Back Country Camping


Sean Bak
Sean Bak

Roles and employers: RBC Capital Markets in Investment Banking, Expedia Inc. as aFinancial Analyst Intern, Barrick Gold Corporation as an Accounting Analyst, and A O Smith as a Finance Co-op

Program: Accounting and Financial Management

Month/Year when degree requirements are completed: December 2014

Other interests: Boxing, Football, Soccer, Travelling

Sean Zheng
Sean Zheng

Roles and employers: CIBC (Investment Banking, Rotation through Diversified and MA), CPPIB (External Portfolio Management), PwC (Audit), PwC (Audit)

Program: Math/CPA

Month/Year when degree requirements are completed: December 2015

Other interests: Board games, soccer, ultimate frisbee

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Senior Analysts

Jiacheng
Jiacheng Fan

Roles and employers: KIK Custom Products, Pricing Analyst

Program: Accounting and Financial Management

Month/Year when degree requirements are completed: 12/2017

Other interests: film making, competitive gaming

Judy
Judy Dong

Roles and employers: DBRS, Junior Financial Analyst

Program: Accounting and Financial Management

Month/Year when degree requirements are completed: December 2017

Other interests: Biking, baking, trying new foods

Katherine
Katherine Chan

Roles and employers: Deloitte, Staff Accountant

Program: Accounting and Financial Management

Month/Year when degree requirements are completed: December 2017

Other interests:Cooking/Baking and Playing Softball

Samiuddin Ahmed
Samiuddin Ahmed

Roles and employers: Internal Audit at the Treasury Board Secretariat (Ontario Internal Audit Division)

Program: Accounting and Financial Management

Month/Year when degree requirements are completed: December 2017

Other interests: Health Fitness, Basketball

John
John Youn

Role and employers: Deloitte, Staff Accountant

Program: Accounting and Financial Management

Month/Year when degree requirements are completed: December 2017

Other interests: NBA, McDonald's, cold brew coffee, and walking my dog

Faizan
Faizan Suddiqui

Roles and Employers: Investment Banking (Co-op) Analyst - BMO Capital Markets, Sales Trading Analyst - BMO Capital Markets, Associate - PwC (2 terms)

Program: Accounting and Financial Management

Month / Year when degree requirements are completed: December 2015

Other Interests: Cricket, Basketball, Hip-hop Dance, Music, Exotic Automobiles

Salman Ahmed
Salman Ahmed

Roles and employer: Analyst, Deloitte Financial Advisory; CA Intern, General Electric Mitel Networks; Financial Analyst, Loblaws

Program: Accounting and Financial Management

Month/Year of Degree Completion: December 2016

Other interests: Movies and travel

Saijukta
Sanjukta Sengupta

Roles and employers: Analyst at Deutsche Bank Securities, Analyst at Deloitte Consulting, Analyst at CIBC

Program: Accounting and Financial Management

Month / Year of Degree Completion: December 2015

Other Interests: Rugby, camping and watching movies

Evelyn
Evelyn Huang

Roles and employers: Staff Accountant at Ernst Young

Program: Bachelor of Mathematics/Chartered Professional Accountancy

Month/Year when degree requirements are completed: December 2016

Other interests: Golf, yoga, music, watching ballet

Kam Dhaliwal
Kam Dhaliwal

Roles and employers: NexJ, TD Bank, Millennium Advisors, Bloomberg LP

Program: Computing and Financial Management

Degree Completion: Apr 2017

Other Interests: Travelling, Programming, Financial Modelling

Yushu
Yu Shu Yang

Roles and employers: Staff Accountant, Audit, KPMG LLP

Program:Math/CPA

Month/Year when degree requirements are completed: Dec 2015

Other interests: Planning road trips, piano, board games

Michael
Michael Kam

Roles and employers: Project/Business Analyst at TD Securities

Program: Accounting and Financial Management Month/Year when degree requirements are completed: December 2017

Other Interests: Soccer, basketball, fashion enthusiast

Junior Analysts

Joy
Joy Yang

Roles and employers: Junior Financial Analyst at DBRS

Program: Accounting and Financial Management

Month/Year when degree requirements are completed: December 2017

Other interests: Food lover, Travelling and Post-Crossing (Exchanging postcards with people across the world)

Mary-Kate
Mary Kate Gleason

Roles and employers: Business Analyst, MA and Private Equity, at Fairfax Financial Holdings Limited, and Derivative Products Analyst at Scotiabank Global Banking and Markets

Program: Accounting and Financial Management

Month/Year when degree requirements are completed: December 2016

Other interests: Portfolio management, playing/watching hockey, and playing video games.

Balakumar
Balakumar Thevakumar

Roles and employers: Staff Accountant at KPMG LLP (2 terms)

Program: Accounting and Financial Management

Month/Year when degree requirements are completed: December 2016

Other interests: Watching basketball, baseball and hockey

Cherrie
Cherrie Shi

Roles and employers: Audit Associate at PwC

Program: Math/CPA

Month/Year when degree requirements are completed: December 2017

Other interests: reading, baseball, and tea

Ameer
Ameer Dharamshi

Roles and employers: Audit and Assurance Associate at PwC

Program: Math/CPA

Month/Year when degree requirements are completed: December 2017

Other interests: Biking, squash, reading novels and watching movies

Jack
Jack Zhou

Roles and employers: Staff Accountant at Ernst Young LLP

Program: Accounting and Financial Management

Month/Year when degree requirements are completed: December 2017

Other interests: Fitness, Baseball, and watching NFL football

Annie
Annie Shi

Roles and employers: Income Tax Preparer at Norman A. Rothberg, CA

Program: Math/CPA

Month/Year when degree requirements are completed: December 2017

Other interests: Board games and playing basketball

Lena Ji
Lena Ji

Roles and Employers: Assurance Associate at PwC

Program : Math/ CPA

Month when degree requirements are completed: August 2018

Other Interests: Photography and Singing

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