Winter 2015 Team

Investment Fund team structure

Chief Executive Officer:

Tiffany Chung

Chief Investment Officer:

Derek Wan

Industrial allocation

Energy Sector

Utilities Sector

Financial Sector

Healthcare Sector

Material Sector

Industrial Sector

Telecommunications, Media Technology (TMT) Sector

Consumer Sector

Chief Executive Officer Senior Portfolio Manager

Tiffany Chung
Roles and Employers: Investment Banking at RBC Capital Markets, Private Equity at PSP Investments, and Credit Analysis at DBRS
​
Program: Accounting and Financial Management
Month/Year when degree requirements are completed: December, 2015
Other interests: Experimenting with food and playing Bridge

Chief Investment Officer Senior Portfolio Manager

Derek Wan
Derek Wan
Roles and Employers: Private Equity at PSP Investments, Infrastructure at OTPP, and Canadian Equities at RBC Global Asset Management


Program: Accounting and Financial Management

Month/Year when degree requirements are completed: December, 2015


Other interests:Basketball and travelling

Junior Portfolio Manager

William Ye

William Ye

Roles and Employers: Private Equity at PSP Investments, Infrastructure at OTPP, and Canadian Equities at RBC Global Asset Management


Program: Accounting and Financial Management

Month/Year when degree requirements are completed: December, 2015


Other interests:Basketball and travelling

Back to top

​

 Senior Analysts

Wendy CaiWendy Cai
Roles and Employers:Investment Banking Analyst at TD Securities, and Incoming Private Investments Analyst at CPPIB.

Program: Accounting and Financial Management

Month/year when degree requirements are completed: December, 2015

Other interests: Reading and hot yoga

Alan CheungAlan Cheung
Roles and Employers: Staff member at Amadeus IT Group

Program: Accounting and Financial Management

Month/year when degree requirements are completed: December, 2017

Other interests: watching the markets, and staying current with global economic and political news

Ben KreverBenjamin Krever
​Roles and Employers: Capital Markets Risk Analyst at TD Bank Group, and Operations Analyst at RBC Captial Markets

Program: Accounting and Financial Management

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

Other interests: participating in sports, watching movies, staying current with global politics

Harsh ShahHarsh Shah
Roles and Employers: Investment Analyst at Teachers' Private Capital, Risk Analyst at TD Securities, and Financial Analyst at Manulife Financial.

Program: Accounting and Financial Management

Month/year when degree requirements are completed: December, 2015.


Other interests: Traveling, playing and watching sports including hockey and cricket

Adam YanAdam Yan
​Roles and Employers: Business Operations Analyst at Rogers New Ventures and CPA Co-op at PepsiCo

Program: Accounting and Financial Management

Month/year when degree requirements are completed: December, 2016.

Other interests: Fantasy sports, European board games and short track speed skating

Jonathan Chan

Jonathan Chan
Roles and Employers: Senior, Deloitte LLP

Program: Masters of Accounting

Month/year when degree requirements are completed: August, 2015

Other interests: Studied finance at the London School of Economics and Political Science and served on Board of Directors of the University of Waterloo Accounting and Finance Student Association

Back to top

Junior Analysts

Vincent ChowVincent Chow
​Roles and Employers: U.S. Institutional Equity Sales Co-op for RBC Capital Markets and Accounting Student for Clairvest Group

Program: Accounting and Financial Management

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

Other interests: NFL Football fan and a seeker of good and interesting food.

Tammy HaTammy Jungmin Ha
​Roles and Employers:Analyst in Planning Corporate Finance for Northbridge Financial Corporation, and Junior Financial Analyst for DBRS Limited

Program: Accounting and Financial Management

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

Other interests: Volunteering, playing the piano, and participating in a game of basketball.

Kam Dhaliwal Kam Dhaliwal
Roles and Employers: Software Engineer at Millennium Advisors in Charlotte, NC and Java Developer at TD Securities (Toronto)

Program: Computing and Financial Management

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

Other interests: Playing guitar, travelling, and reading

Kobisan RasaratnamKobisan Rasaratnam
Roles and Employers: Sales and Trading Analyst at Deutsche Bank, and Associate at PricewaterhouseCoopers LLP

Program: Accounting and Financial Management

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

Other interests: Competitive Soccer, long-distance running, and the NBA

Brent SmallBrent Small
Roles and Employers: Associate for The Alternative Investment Management Association and Junior Accountant for the Government of Canada, "Agriculture Agri-Foods"

Program: Accounting and Financial Management

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

Other interests: Weightlifting, Canadiens Hockey, and global politics

Sanjukta SenguptaSanjukta Sengupta
Roles and Employers: Business Technology Analyst at Deloitte Consulting, Business Systems Analyst at CIBC, Inventory Expense Management, and Public Sector Salary Disclosure Assistant, Ministry of Finance, Accounting Policy and Financial Reporting

Program: Accounting and Financial Management

Month/year when degree requirements are completed: December, 2015

Other interests: Rugby, camping, and watching movies