“As one of the few first year teams in the competition, it was an honour to have been selected to present [at the final round],” states Fineas Tatar and Rebecca Guan (at right), both 1A AFM students and first time competitors at the 2015 InvestYoung Stock Pitch Competition.
“Water, energy, and affordability: Key drivers in the financially sustainable management of urban water infrastructure.” For SAF professor Neil Brisley, the stand-out phrase in the title of this project recently approved by the National Science and Engineering Research Council (NSERC) is “financially sustainable.”
“I’m working with the project team on a conceptual framework for the viability of infrastructure initiatives,” says Brisley, a finance professor and director of the CPA-SAF Centre for Capital Markets Education. “We are looking at the interactions between revenues and expenses in complex systems.”
Upper year students in the Young Tax Professional Group and the Student Investment Fund took on an extra-curricular challenge that required weeks of determination and commitment to complete.
Known as the SAF Financial Planning Case Competition, four groups of students worked closely with fictitious clients “Jim and Ranjini Smith” in providing guidance on investment and tax planning to ensure a comfortable lifestyle for the couple following their retirement. The teams presented their recommendations to Graham Westmacott and Susan Daley from PWL Capital on December 1.
A group of AFM students took on the world of espionage in order to pitch a new business idea.
In mid-November, twelve groups from the University of Waterloo, Wilfrid Laurier University, and Brock University were given a product called “paID” as part of the EY Challenge competition. According to Bianca Vasu, an AFM team member, the paID is a “fingerprint scanning POS terminal.”
Provided with product knowledge and case information, each group was given two weeks to prepare a 5 minute “Dragon’s Den” style pitch, which incorporated external quantitative and qualitative data analysis.