Spring 2016 Team

Group photo of students on the student investment fund.

Chief Executive Officer

Sophia Chen

Industry Allocation

Portfolio Analytics

Energy Sector

Utilities Sector

Financial Sector

Material Sector

Industrial Sector

Telecommunications, Media Technology (TMT) Sector

Consumer Sector

Health Care

Portfolio Managers

Senior Portfolio Manager

Sophia Chen

Sophia Chen

Roles and Employers: Equity Research Associate at Scotiabank Global Banking and Markets, Investment Banking Analyst at Scotiabank Global Banking and Markets, 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

Junior Portfolio
Manager

Raj Patel

Raj Patel

Roles and employers: 

Capital One - Business Analyst, Production Operations KPMG LLP - Staff Accountant, Financial Services 

Program: Accounting and Financial Management

Degree requirements completed: December 2017

Other interests: Muay Thai, MMA, Basketball, Volleyball, Travelling, Volunteerism

Junior Portfolio            Manager

Judy Dong

Judy Dong

Roles and employers:

Investment Banking Co-op Analyst - BMO Capital Markets Junior Financial Analyst - DBRS

Program: Accounting and Financial Management

Degree requirements completed: Dec 2017

Other interests: Baking, trying new foods

Junior Portfolio
Manager

John Youn

John Youn

Role and employers:

Venture Capital Research Intern at GGV Capital and Staff Accountant, Deloitte LLP 

Program: Accounting and Financial Management 

Degree requirements completed: December 2017

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

Junior Portfolio
Manager

Anthony Cheung

Anthony Cheung

Roles and employers: 

Private Equity Analyst at PSP Investments, Staff Accountant at Deloitte

Program: Accounting and Financial Management

Degree requirements completed: December, 2017

Other interests: Fitness, movies, and writing

Junior Portfolio
Manager


Samiuddin
Samiuddin Ahmed

Roles and employers: 

Equity Research Associate at Veritas Investment Research Corporation; Risk Assurance Co-op at Treasury Board Secretariat 

Program: Accounting and Financial Management

Degree requirements completed: December 2017

Other interests: Movement, MMA, Fitness, Basketball

Junior Portfolio
Manager

Katherine Chan

Katherine Chan

Roles and employers:

Staff Accountant at Deloitte LLP

Program: Accounting and Financial Management

Degree requirements complete: December 2017

Other interests: Cooking, softball, board games 

Junior Portfolio
Manager


Jiacheng Fan

Jiacheng Fan

Roles and employers:

CI Investments - Cambridge Global Asset Management: Equity Research Associate KIK Custom Products: Pricing Analyst

Program: Accounting and Financial Management

Degree requirements completed: December 2017

Other interests: Reading, Video Games

Junior Portfolio
Manager

Karan Balachandar
Karan Balachandar

Roles and employers:

Investment Banking Co-op Analyst at TD Securities, Co-op Analyst in Private Investment Valuation at OTPP, Staff Accountant I in Assurance and Advisory at Deloitte LLP.

Program: Accounting and Financial Management

Degree requirements completed: December 2016

Other Interests: Tennis, reading, and music

Junior Portfolio
Manager


Vincent Chow

Vincent Chow

Roles and Employers:

Investment Banking Analyst at Goldman Sachs, U.S. 

Institutional Equity Sales at RBC Capital Markets

Program: Accounting and Financial Management

Degree requirements completed: December 2016

Other interests: NFL, NBA, Craft Beer, and Hip Hop Music

Junior Portfolio
Manager


Ryan Korn

Ryan Korn

Roles and employers: Investor Operations Analyst at Northleaf Capital Partners, and Junior Business/Operations Analyst at RBC

Program: Accounting and Financial Management

Month/Year when degree requirements are completed: December 2017

Other interests: Basketball, poker, following the stock market

Junior Portfolio
Manager

Michael Kam

Michael Kam

Roles and employers: Portfolio Management Analyst at Scotiabank Global Banking and Markets, Business Analyst at TD Securities

Program: Accounting and Financial Management Month/Year when degree requirements are completed: December 2017 Other interests: Soccer, basketball, football, hiking enthusiast

 

Analysts

Senior Analyst


Ameer Dharamshi
Ameer Dharamshi

Roles and employers:

Audit and Assurance Associate at PwC

Program: Mathematics/CPA

Degree requirements completed: December 2017

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

Senior Analyst
 

Annie Shi

Annie Shi

Roles and employers:

Staff Accountant at Ernst & Young, Income Tax Preparer at Norman A. Rothberg, CA

Program: Math/CPA

Degree requirements completed: December 2017

Other interests: Board games and playing basketball

Senior Analyst
 

Cherrie Shi

Cherrie Shi

Roles and employers:

Assurance Associate - PricewaterhouseCoopers

Program: Math/CPA

Degree requirements completed: December 2017

Other interests: Baseball, podcasts, current events, and tea

Senior Analyst

Jack Zhou

Jack Zhou

Roles and employers:

Staff Accountant at Ernst & Young LLP

Program: Accounting and Financial Management  

Degree requirements completed: December 2017

Other interests: Fitness, Baseball, and watching NFL football

Senior Analyst

Joy Yang

Joy Yang

Roles and employers: 

Assurance Associate at PwC, Junior Financial Analyst at DBRS

Program: Accounting and Financial Management

Degree requirements  completed: December 2017

Other interests: Travelling, watching movies, ice cream, fried chicken

Senior Analyst

Kevin Zhao

Kevin Zhao

Roles and employers: 

Analyst at Scotiabank, Financial Analyst at ABC Group

Program: Accounting and Financial Management

Degree requirements completed: December 2017

Other interests: Curling and Ultimate Frisbee.

Senior Analyst
 

Talha Siddiqui

Talha Siddiqui

Roles and employers: 

Finance Officer at Ontario Public Service, Financial Analyst at Nestlé Waters Canada

Program: Accounting and Financial Management

Degree requirements completed: December 2017

Other interests: Food & nutrition, and billiards.

Senior Analyst
 

Thinisha Gunasekera

Thinisha Gunasekera

Roles and employers: 

Project Control Officer for Global Wealth and Capital Markets at CGI Group, and  In- Plant Trainee/ Procurement Analyst at MAS Holdings, MAS Intimates

Program: Accounting and Financial Management

Degree requirements completed: December 2017

Other interests: Health and fitness, and travelling.

Senior Analyst


Lena Ji

Lena Ji 

Roles and employers:

Associate at PwC 

Program: Math/CPA

Degree requirements completed: June 2017 

Other interests: Singing and Mobile Photography

Junior Analyst

Mia Yang

Mia Yang

Roles and employers:

Staff Accountant at Ernst & Young

Program: Accounting and Financial Management

Degree requirements completed:December, 2019

Other interests:

Reading, going outdoors, road trips, cooking

Junior Analyst

Stanley Ouyang

Stanley Ouyang

Roles and employers: Staff Accountant at Schwartz Levitsky Feldman

LLP, Junior Accountant at Rosenberg Smith and Partners LLP

Program: Math/CPA

Degree requirements completed: December 2017

Other interests: Soccer and movies

Junior Analyst

Muneeb Ahmed

Muneeb Ahmed

Roles and Employers:

Valuations Analyst, TD Capital Markets Risk Management

Program: Accounting and Financial Management

Degree requirements completed: January, 2019

Other Interests: Building and flying model RC planes, amateur software developer, squash, weight-lifting

Junior Analyst

Justin Lao

Justin Qian Lao

Roles and Employers:

Quantitative Analyst, Global Multi-Asset at OMERS Capital Markets

Program: Computing and Financial Management

Degree requirements completed: April 2019

Other Interests: Weight lifting, Dancing, Tumbling, Soccer

Junior Analyst

Ismail Mian

Ismail Mian

Roles and employers:

Associate at PwC | Asset Management and Real Estate

Program: Accounting and Financial Management

Degree requirements completed: December, 2017

Other interests: Automobile Enthusiast, MMA, Politics, Reading, and Soccer

Junior Analyst

Roland Fung

 Roland Fung

Roles and employers:

  Equity Capital Markets Analyst at CIBC Capital Markets, Institutional Trading Assistant at TD Securities

Program: Accounting and Financial Management

Degree requirements completed: December 2016

Other interests: Reading, writing, and traveling

Junior Analyst
 

Billy Lam

Billy Lam 

Roles and employers :

Associate at PwC 

Program: Accounting and Financial Management

Degree requirements completed: December 2018

Other interests: Fitness, basketball and cooking 

Junior Analyst
 

Dennis Zhang

Dennis Zhang

Roles and employers:

Assurance Associate at PwC

Program: Accounting and Financial Management

Degree requirements completed: December 2018

Other interests: Tennis, Badminton, Netflix

Junior Analyst
 

Roy Chau

Roy Chau

Roles and employers:

Associate at PricewaterhouseCoopers

Program: Accounting and Financial Management

Degree requirements completed: December 2017

Other interests: Tennis, Hockey, TV shows, Fitness, Reading

Junior Analyst

Krillus Masoud

Kirillus Masoud

Roles and employers:

Intermediate Staff Accountant (Co-op) at Adams & Miles Chartered Accountants, Junior Staff Accountant (Co-op) at Adams & Miles Chartered Accountants

Program: Mathematics/CPA

Degree requirements completed: December 2017

Other interests: Music, basketball, poker, cars, and business

Junior Analyst

Anqi Liu

Anqi Liu

Roles and employers:

Staff Accountant at Deloitte

Program: Accounting and Financial Management

Degree requirements completed: December 2017

Other interests: Travelling to metropolitan cities, watching horror movies and hiking

Junior Analyst

Anny Chen

Anny Chen

Roles and employers:

Finance Analyst at RBC Capital Markets, Accounting Co-op at Ehvert Mission Critical

Program: Accounting and Financial Management

Degree requirements completed: December, 2017

Other interests: Hiking, marathon running, bouldering, and swimming. 

Junior Analyst

Shryva Seemakurti

Sravya Seemakurti

Roles and employers:

Rates Analyst at Toronto Hydro, Board Member at J&F Home Child Care Services, Associate at AIMA (Alternative Investment Management Association) Canada

Program: Accounting and Financial Management

Degree requirements completed: December 2019

Other interests: Reading, travelling and baking. 

Junior Analyst

Amy Lei

Amy Lei

Roles and employers:

Investment Analyst at Ontario Teachers' Pension Plan and Staff Accountant at EY

Program: Accounting and Financial Management

Degree requirements completed: December 2017Other interests: Reading, singing, photography and eating food

Junior Analyst

Sophie Chen

Sophie Chen

Roles and employers:

Staff Accountant at Ernst & Young

Program: Accounting and Financial Management

Degree requirements are completed: December 2019

Other interests: cooking, health & nutrition, fitness