Spring 2015 Team

Investment Fund team structure

Industrial Allocation

Financial REIT and Utilities Sector

Energy Sector

Healthcare Sector

Material Sector

Industrial Sector

Telecommunications, Media Technology (TMT) Sector

Consumer Sector

Past teams

 Junior Portfolio Managers

Jonthan Chan

Jonathan Chan

Roles and employers: Senior at Deloitte LLP

Program: Master of Accounting

Degree requirements completed August 2015

Other interests: Completed a BMath at Waterloo, Studied finance at the London School of Economics and Political Science, Passed CFA Level 1 examination, Member of the Board of Directors for the University of Waterloo Accounting and Finance Student Association

David Chan

David Chan

Roles and employers: Corporate Banking and Loan Syndications Analyst at BMO Capital Markets, Research Associate at Veritas Investment Research Corporation, and Staff Accountant at Ernst Young LLP

Program: Bachelor of Accounting and Financial Management

Degree requirements completed December 2015

Other interests: Listening to soundtracks and hunting for the best cheesecake in town

Sophia

Sophia Chen

Roles and Employers: Student in Accounts at Flabbi Associates Chartered Accountants

Program: Bachelor of Accounting and Financial Management

Month/Year when degree requirements are completed December 2016

Other interests: Playing piano, listening to music, and writing

Alan Cheung
Alan Cheung

Roles and employers: Amadeus IT Group

Program: Bachelor of Accounting and Financial Management

Degree requirements completed December 2016


Other interests: market watching, and following political and global economic news


HasanainHasanain Habib-Nayany

Roles and employers: Intermediate, Financial Services Group, Assurance Practice

Program: Bachelor of Accounting and Financial Management

Month/Year when degree requirements are completed: December 2016

Other interests: Playing/Coaching Tennis, Entrepreneurship Business Development, Web Development

Ben Krever
Ben Krever

Roles and employers: Operations Analyst at RBC Capital Markets, Capital Markets Risk Analyst for TD Bank Group.

Bachelor of Accounting and Financial Management

Month/Year when degree requirements are completed: December 2016

Other interests: playing sports, watching movies, and keeping up with global politics

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Senior Analysts

Brent Small
Brent Small

Roles and Employers: Associate at The Alternative Investment Management Association Canada, Junior Accountant at the Government of Canada, Agriculture Agri-Food

Program: Bachelor of Accounting and Financial Management

Month/Year when degree requirements are completed: December 2016.

Other interests: Fitness and dieting, playing and watching various sports, following Canadian and international politics.

Karan

Karan Balachandar

Roles and employers: Staff Accountant, Deloitte LLP

Program: Bachelor of Accounting and Financial Management

Month/Year when degree requirements are completed: December, 2016

Other interests: Playing tennis, running, reading, and watching movies

Tammy
Tammy Ha

Roles and employers: 1st term - Junior Financial Analyst (DBRS Limited), 2nd term - Analyst (Northbridge Financial Corporation)

Program: Bachelor of Accounting and Financial Management

Month/Year when degree requirements are completed: December 2016

Other interests: Volunteering and playing music instruments

Adnan Khan
Adnan Khan

Roles and employers: Staff Accountant at Deloitte LLP, Finance Intern at Aviva Canada

Program: Bachelor of Accounting and Financial Management

Degree requirements completed December 2016

Other interests: soccer, Texas Hold'em, and travelling to Latin America

RockenRocken Wong

Roles and employers: Staff at EY Advisory

Program: Bachelor of Accounting and Financial Management

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

Other interests: Skiing Backcountry Camping

Daniel
Daniel Wu

Roles and Employers: Private Equity Analyst at PSP Investments and Staff Accountant at Stratos Solutions

Program: Bachelor of Accounting and Financial Management

Month/Year: Dec/2016

Other interests: Basketball and playing the piano

Andy
Andy Lu

Roles and employers: Associate at PricewaterhouseCoopers LLP

Program: Bachelor of Accounting and Financial Management

Month/Year when degree requirements are completed: December 2016

Other interests: Ultimate Frisbee, Weightlifting and travelling

Yidi
Yidi Xiong

Roles and employers: Audit and Assurance associate at PricewaterhouseCoopers

Program: Bachelor of Mathematics/Chartered Professional Accountancy

Month/Year when degree requirements are completed: December 2017

Other interests: billiards, cooking, and drawing

Daniel
Daniel Zhang

Roles and employers: Venture Capital Analyst, Klass Capital and Staff Accountant, KPMG LLP

Program: Bachelor of Science in Biotech/CPA

Month/Year when degree requirements are completed: December 2016

Other interests: Golf, Tennis, Food, Start-ups, Healthcare, Behavioral Economics

Chris chan
Chris Chan

Roles and employers: Financial Reporting Analyst at AIG, Financial Support Analyst at Wescast Industries

Program: Bachelor of Accounting and Financial

Month/Year when degree requirements are completed: December 2016

Other interests: High-end watches, playing badminton and travelling

Vincent
Vincent Chow

Roles and employers: U.S. Institutional Equity Sales Co-op at RBC Capital Markets, Accounting student at Clairvest Group

Program: Bachelor of Accounting and Financial Management

Month/Year when degree requirements are completed: December 2016

Other interests: NFL football and discovering new foods and restaurants.

Eric

Eric Sherifi

Roles and employers: Direct Investing at Teachers' Private Capital, Sales Trading at BMO Capital Markets, Credit Counterparty Risk at OTPP and Business Consulting at CGI

Program: Bachelor of Accounting and Financial Management

Month/Year when degree requirements are completed: December 2015

Other interests: Soccer, cooking and travelling

Thanoozan
Thanoozan Thangaraja
Roles and employers: Tax Staff at Ernst Young LLP

Program: Bachelor of Accounting and Financial Management

Month/Year when degree requirements are completed: December 2016

Other Interests: Competitive soccer and hockey, weightlifting, following the NHL and NBA

OliverOliver 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

Oni
Onisifor Prisecaru

Roles and employers: Staff Accountant at Deloitte

Program: Bachelor of Accounting and Financial Management

Month/Year degree requirements completed December 2015

Other interests: Reading (Bible, History, Contemporary World Issues), Nature (Fishing, Hunting and Camping), Running, Soccer and Spending time with Family.

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Junior Analysts

Valay

Valay Shah

Roles and employers: Junior Economist, Industry Canada

Program: Bachelor of Accounting and Financial Management

Month/Year when degree requirements are completed: April 2018

Other interests: Basketball, hockey, soccer, watching movies, reading FT

Ryan Korn

Ryan Korn

Roles and employers: Junior Business/Operations Analyst at RBC

Program: Bachelor of Accounting and Financial Management, Economics Minor

Month/Year when degree requirements are completed: December 2017

Other interests: Playing/watching basketball, watching NFL football, reading novels

Jiacheng

Jiacheng Fan

Roles and employers: Pricing Analyst at KIK Custom Products

Program: Bachelor of Accounting and Financial Management

Month/Year when degree requirements are completed: December 2017

Other interests: Chinese equity market, filmmaking, competitive gaming

John Youn

John Youn

Roles and employers: Staff Accountant at Deloitte LLP

Program: Bachelor of Accounting and Financial Management

Month/Year when degree requirements are completed: December 2017

Other interests: Basketball, coffee, and buffet

Michael Kam

Michael Kam

Roles and employers: TD Securities

Program: Bachelor of Accounting and Financial Management

Month/Year when degree requirements are completed: December 2017

Other interests: Fashion enthusiast, basketball and soccer

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, tennis, yoga, travelling, music.

Samiddin

Samiuddin Ahmed

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

Program: Bachelor of Accounting and Financial Management

Month/Year when degree requirements are completed: December 2017

Other interests: Health Fitness, Basketball

Katherine

Katherine Chan

Roles and Employers: Staff Accountant at Deloitte

Program: Bachelor of Accounting and Financial Management

Month/Year when degree requirements are completed: December 2017

Other Interest: Cooking/Baking and Playing Softball

Anthony
Anthony Cheung

Roles and employers: Analyst at Deloitte Financial Advisory Services (FAS), Staff Accountant at Deloitte LLP

Program: Bachelor of Accounting and Financial Management

Month/Year when degree requirements are completed: December 2017

Other interests: Basketball and watching movies

Judy

Judy Dong

Roles and employers: Junior Financial Analyst at DBRS

Program: Bachelor of Accounting and Financial Management

Month/Year when degree requirements are completed: December 2017

Other interests: Biking, baking, trying new foods

Faizan

Faizan Siddiqui

Roles and Employers: Analyst in Investment Banking at BMO Capital Markets, Sales Trading Analyst at BMO Capital Markets, and an Associate at PwC

Program: Bachelor of Accounting and Financial Management

Month / Year when degree requirements are completed: December 2015

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

Raj

Raj Patel
Roles and employers: Staff Accountant at KPMG LLP

Program: Bachelor of Accounting and Financial Management

Month/Year when degree requirements are completed: December 2018

Other interests: Playing basketball, and MMA