Docstoc

Equity Analyst - Laurier Student Investment Fund

Document Sample
Equity Analyst - Laurier Student Investment Fund Powered By Docstoc
					                              Class of 2013 Résumé Book

Portfolio Managers
 Mike Cestas ................................................................................................................................. 2
 Greg Cohen .................................................................................................................................. 3
 Brendan Rowaan ......................................................................................................................... 4
Senior Equity Analysts
 Sushrut Deodhar ......................................................................................................................... 5
 Matthew Jolliffe .......................................................................................................................... 6
 Jake McRobie............................................................................................................................... 7
Equity Analysts
 Lanny Cheung .............................................................................................................................. 8
 Sarah Decaire .............................................................................................................................. 9
 Jordan McNamee ...................................................................................................................... 10
 Eric Gould .................................................................................................................................. 11
 Yaroslav Semenyaka .................................................................................................................. 12
 Jack Gurnick ............................................................................................................................... 13
 Parth Shah ................................................................................................................................. 14
 Benjamin Khmelnitsky ............................................................................................................... 15
 Nathan Shantz ........................................................................................................................... 16
 Jesse Knight ............................................................................................................................... 17
 Terry Zhang................................................................................................................................ 18
 Pravin Varadarajan .................................................................................................................... 19
                Mike Cestas – Portfolio Manager
                                       cest2800@mylaurier.ca

EDUCATION
Wilfrid Laurier University                                                        Waterloo, Ontario
Bachelor of Business Administration (Finance)                                 Graduating August 2013
  GPA: 11.75 / 12

Okanagan College                                                          Vernon, British Columbia
Bachelor of Business Administration (Accounting)                         September: 2008 – May 2010
  GPA: 4.0 / 4.0

Kalamalka Secondary School                                                 Vernon, British Columbia
Valedictorian                                                                              June 2008

WORK & RELEVANT EXPERIENCE
Gluskin Sheff + Associates                                                             Toronto, Ontario
Equity Analyst                  April 2011 – Aug. 2011, Jan. 2012 – Apr. 2012, and Sep. 2012 – Present
  Created detailed company reports, which included business model descriptions, target prices and
     recommendations for Portfolio Managers
  Conducted extensive research on various industries and companies and developed thorough
     financial valuations including discounted cash flow models, financial statement forecasts and net
     asset value analyses
  Personally assisted Ira Gluskin in overseeing the Founder’s Fund by providing daily updates,
     reporting all relevant news about holdings, and carrying out research on securities in the fund
  Represented the firm at analyst meetings and luncheons and reported key takeaways to the
     investment team
  Compiled daily news package pertaining to firm’s investment holdings using ThomsonOne

Laurier Student Investment Fund                                              Waterloo, Ontario
Portfolio Manager                                                            May 2012 – Present
  Manage ~$500,000 under a small-cap value mandate alongside two co-PMs
  Discuss investment ideas with Fund alumni and faculty advisors
  Recruit, oversee, and mentor 5 equity analysts
Equity Analyst                                                            Aug. 2011 – Aug. 2012
  CFA Institute Research Challenge: Jointly initiated coverage on Onex Corporation with four
      other fund members; placed second in Ontario
  Initiated Coverage: NASDAQ:GLRE, TSX:BEK.B, TSX:BDT, TSX:WFI
  Assumed Coverage: NASDAQ:AMED,TSX:FMD

SKILLS, ACTIVITIES & INTERESTS
Technical Skills: Bloomberg, S&P Capital IQ, Thomson Analytics
Certifications & Training: CFA Level 1 Candidate (Dec. 1st), Canadian Securities Course (2010)
Activities: 2013 JDCC Finance Team Member
Volunteer Experience: Students in Free Enterprise (Presenter and Executive); The Heart and Stroke
Foundation (Canvasser Captain); Kalamalka Lakers Junior Football Team (Defensive Coordinator); The
Upper Room Mission (Volunteer)
Interests: Crossfit, P90X, Investing Books, Football, Ultimate Frisbee, and Hot Yoga
                 Greg Cohen – Portfolio Manager
                                         gcohen@uwaterloo.ca

EDUCATION
University of Waterloo and Wilfrid Laurier University                              Waterloo, Ontario
BBA/BMath Double Degree (Actuarial Science Major/Finance Option)              Graduating: August 2013
  GPA: 11.05 / 12
  Honours: Dean’s Honour Role and Excellent Standing                          Fall 2009 – Spring 2012
  Minor: Statistics

WORK & RELEVANT EXPERIENCE
Deutsche Bank Securities Inc.                                        New York City, New York, USA
Analyst, Insurance Solutions                                                    May 2012 – Aug. 2012
  Worked with the Life Solutions group to structure and pitch a number of reserve-related
     transactions, including Conditional Letters of Credit and Embedded Value Securitizations
  Performed statistical analysis in determining optimal surplus financing strategies for several P&C
     insurers to reduce their cost of capital
  Built a database of all NAIC-licensed life insurance companies’ statutory financial results with a
     VBA macro to aggregate and sort selected data based on user input
  Executed financial analysis to assist in the pricing of various mortgage-backed securities

BMO Capital Markets                                                                    Toronto, Ontario
Investment Banking Analyst, Equity Capital Markets                                 Jan. 2011 – Apr. 2011
   Created market update materials for over 30 different client pitches, including a $500MM IPO by
      Gibson Energy Inc., in which BMO was mandated as lead underwriter
   Engaged in BMO’s Q1 IB management presentation to the Board of Directors by producing
      presentation materials and discussing high-level themes with group heads and executives
   Prepared daily commentary and 2 separate weekly newsletters discussing notable trends and
      events in Canadian and global markets to be distributed internally and externally to clients

Laurier Student Investment Fund                                            Waterloo, Ontario
Portfolio Manager                                                       May 2012 – Aug. 2013
  Manage ~$500,000 under a small-cap value mandate alongside two co-PMs
  Discuss investment ideas with Fund alumni and faculty advisors
  Recruit, oversee, and mentor 6 equity analysts
Equity Analyst                                                          Aug. 2011 – Aug. 2012
  Initiated Coverage: TSX: RCL, TSX: OCX
  Assumed Coverage: TSX: GVC

SKILLS, ACTIVITIES & INTERESTS
Technical Skills: VBA, Java, C, Bloomberg, SNL, Thomson ONE
Certifications & Training: Canadian Institute of Actuaries Exam P and Exam FM
Activities: University of Waterloo Varsity Baseball Team, CFA Equity Research Challenge, Math TA
Volunteer Experience: University of Waterloo Team-Up Community Outreach Program
Interests: Baseball, hockey, Seinfeld, Woody Allen films, financial engineering, Middle Eastern politics
           Brendan Rowaan – Portfolio Manager
                                       rowa8810@mylaurier.ca

EDUCATION
Wilfrid Laurier University                                                         Waterloo, Ontario
Bachelor of Business Administration (Finance)                                 Graduating: August 2013
  GPA: 11.62 / 12
  Honours: Dean’s Honour Roll                                                 Fall 2009 – Spring 2012
                In-Course Scholarship (Level III)
  Minor: Economics

WORK & RELEVANT EXPERIENCE
Teachers’ Private Capital                                                           Toronto, Ontario
Analyst, Direct Investments                                                    Sept. 2012 – Dec. 2012
Responsibilities as per job description:
  Monitoring and valuing existing fund investments
  Evaluating new investment opportunities

JC Clark Ltd.                                                                          Toronto, Ontario
Equity Analyst                                          May 2011 – Aug. 2011 & Jan. 2012 – Apr. 2012
  Worked with the investment team to select securities, monitor investments, and build models
  Participated in daily meetings with professional analysts and portfolio managers
  Frequently met with and called company management and sell side analysts
  Developed DCF, SOTP, NAV, LBO, Accretion, Arbitrage, and Cash Flow Waterfall models
  Played a significant role in JC Clark’s activist shareholder campaign with Stewart Enterprises, Inc.
  Analyzed debt securities and preferred equities for the JC Clark Yield Trust, launched Jan. 2012
  Performed risk analyses including value at risk, scenario stress tests, and liquidity tests
  Completed channel checks on high conviction ideas to assess demand levels and channel
     saturation

Laurier Student Investment Fund                                            Waterloo, Ontario
Portfolio Manager                                                       May 2012 – Aug. 2013
  Manage ~$500,000 under a small-cap value mandate alongside two co-PMs
  Discuss investment ideas with Fund alumni and faculty advisors
  Recruit, oversee, and mentor 5 equity analysts
Equity Analyst                                                          Aug. 2011 – Aug. 2012
  Initiated Coverage: NASDAQ:GLRE, NYSE:LZB, NYSE:KEM, TSX:NDN
  Assumed Coverage: TSX:GDL

SKILLS, ACTIVITIES & INTERESTS
Technical Skills: Bloomberg, S&P Capital IQ, Thomson Analytics
Certifications & Training: CFA Level 1 Candidate (Dec. 1st), Canadian Securities Course (2010)
Activities: 2013 JDCC Finance Team Member, Laurier Stock Market Challenge – Placed in top decile
Volunteer Experience: Co-organized Terry Fox run in London raising $12,000 for cancer research,
                       SOS Laurier- Intermediate Calculus Tutor
Interests: Hockey, Soccer, Team Canada (regardless of sport), attending shareholder meetings
                     Sushrut Deodhar – Senior Analyst
                                        deod8650@mylaurier.ca

EDUCATION
University of Waterloo and Wilfrid Laurier University                                   Waterloo, ON
BBA / BMath Double Degree (Finance Option)                                     Graduating: August 2013
  GPA: 10 / 12 – Excellent Standing
  Minor: Economics

WORK & RELEVANT EXPERIENCE
Ontario Ministry of Economic Development and Innovation                                Toronto, ON
Advisor, Policy & Strategy                                                     Sept 2012 – Dec 2012
Responsibilities as per job description:
  Conducting in-depth economic and sector analyses in Green Energy and Clean Tech
  Implementation of strategic partnerships and investment opportunities with corporations
  Developing initiatives to grow and promote Ontario’s digital economy

Jennings Capital Inc.                                                                      Toronto, ON
Analyst, Investment Banking                                                        Jan 2012 – Apr 2012
  Built and updated financial models and market comparable tables for financings and M&A
     analyses in the mining & metals sector
  Participated in 5 flow-through and common share equity financings with an aggregate transaction
     value of ~$170MM
  Performed sensitivity, pro-forma, accretion / dilution, and other analyses as required to assist in
     deal origination and execution

Marsh Canada Ltd.                                                                         Toronto, ON
Analyst, Risk Consulting                                                           Jan 2011 – Apr 2011
  Performed insurance program optimization & loss forecasting analysis to determine optimal risk
     retention and management strategies for large clients including the Province of Ontario, Hydro
     One, and Bell Canada Enterprises

CPP Investment Board                                                                      Toronto, ON
Analyst, Investment Finance                                                        Jan 2010 – Apr 2010
  Executed day-to-day operational activities including reconciliation of daily position holdings,
     prices and interest accrued for all money market, fixed income, and foreign exchange investments
     as part of the portfolio accounting project

Laurier Student Investment Fund                                                 Waterloo, ON
Senior Equity Analyst                                                     Aug 2011 – Aug 2013
  Runner up in the 2012 Toronto CFA Society Investment Research Challenge
  Initiated Coverage: TSX:OCX; NASDAQ:STEI
  Assumed Coverage: TSX:MRE; TSX:SUM

SKILLS, ACTIVITIES & INTERESTS
Technical Skills: Bloomberg, S&P Capital IQ, Thomson ONE / Analytics, SQL, Python, VBA
Certifications: CFA Level 1 Candidate (Dec 2012), Canadian Securities Course (2010)
Volunteer Experience: Royal Canadian Army Cadets (Sergeant) - received the National Star
Certification (highest qualification in the cadet system) and qualified as an Expert Marksman
Interests: Squash (formerly competitive), basketball, outdoor activities, TED Talks, and world history
             Matthew Jolliffe – Senior Analyst
                                        joll2800@mylaurier.ca

EDUCATION
Wilfrid Laurier University                                                                  Waterloo, Ontario
Bachelor of Business Administration (Finance)                                          Graduating: August 2013
  GPA: 11 / 12
  Honours: Dean’s Honour Roll                                                           Fall 2009 – Spring 2012
                In-Course Scholarship (Level III)

WORK & RELEVANT EXPERIENCE
RBC Capital Markets                                                                            Toronto, Ontario
Co-op Analyst, Global Investment Banking, Real Estate Group                               Sept. 2012 – Dec. 2012

RBC Capital Markets                                                                            Toronto, Ontario
Co-op Analyst, Debt Capital Markets                                                        Jan. 2012 – Apr. 2012
     Assisted the origination team in both new business generating and deal execution work
      o Assisted in the process of informing clients about refinancing opportunities, liability
          management, and market updates
      o Preformed analysis to advice clients on the benefits of redeeming or reissuing outstanding debt
      o Analyzed secondary trading activity to give clients an understanding of investor reception to
          their securities

UBS Securities                                                                               Toronto, Ontario
Equity Research Associate, Large Cap and International Oil and Gas                        May 2011 – Aug. 2011
     Supported the Analyst in charge of the coverage of twenty companies
      o Built the models and wrote first drafts of three separate initiation of coverage reports
      o Automated report was used routinely to update Analysts’ marketing pack

Laurier Student Investment Fund                                                             Waterloo, Ontario
Senior Equity Analyst                                                                     Aug. 2011 – Aug 2013
     Runner up in the Toronto CFA Society Investment Research Challenge
      o Initiated coverage on Onex Corporation with four other Laurier students with the help of a
           Faculty Mentor
      o Presented our findings to a panel of judges, who found us to be second in Ontario based on a
           presentation
      o Lead the team to investigate the possibility of consolidation in the industry, leading to multiple
           positive comments from judges
     Initiated Coverage: TSX; OCX, NYSE:UNF
     Assumed Coverage: TSX:PNI, NASDAQ:DRYS, TSE:LAS.A

SKILLS, ACTIVITIES & INTERESTS
Technical Skills: Visual Basic: Able to build and maintain complex macros in Microsoft Office
Interests:
     Travel:           Visited Europe, USA, Asia, and Central America.
     Scuba Diving:     Certified in 2004, dives in Cuba, Mexico, Dominican Republic
                  Jake McRobie – Senior Analyst
                                       jakemcrobie@gmail.com

EDUCATION
University of Waterloo and Wilfrid Laurier University                              Waterloo, Ontario
BBA/BMath Double Degree (Finance Option)                                      Graduating: August 2014
  GPA: 11.58 / 12
  Honours: Dean’s Honour Roll and Excellent Standing                          Fall 2009 – Spring 2012
               In-Course Scholarship (Level III)
  Minor: Computer Science

WORK & RELEVANT EXPERIENCE
BMO Capital Markets                                                                  Toronto, Ontario
Analyst, Global Investment Banking                                              Sept. 2012 – Dec. 2012

ONEX Corporation                                                                    Toronto, Ontario
Analyst, ONCAP Management Partners L.P.                                         Jan. 2012 – Apr. 2012
  Performed company and industry specific research in evaluating potential investments, while
     gaining exposure to the LBO model, contract negotiation and the buy-side diligence process
  Led a mock investment committee recommending a public company to the firm’s investment team

KPMG LLP                                                                               Toronto, Ontario
Analyst, Transaction Services                                                      Jan. 2011 – Apr. 2011
  Worked with Associates to perform financial due diligence on various M&A transactions
  Evaluated business’ historical performance and quality of earnings, cash flows, working capital
     cycle, financial projections and contractual commitments in the final stages of a transaction

Wilfrid Laurier University                                                          Waterloo, Ontario
Business Teaching Assistant                                        Sept. – Dec. 2011 / Jan. – Apr. 2013
  Conducted two weekly labs of thirty first-year business students, teaching course material and
     leading discussions regarding Wilfrid Laurier’s introductory business courses (BU 111 and 121)

Laurier Student Investment Fund                                                    Waterloo, Ontario
Senior Equity Analyst                                                           Aug. 2011 – Aug. 2013
  Initiated Coverage: TSX:SCU, NASDAQ:FTEK, TSX:ESL
  Assumed Coverage: TSX:ACQ

SKILLS, ACTIVITIES & INTERESTS
Technical Skills: Bloomberg, Python, S&P Capital IQ, VBA
Certifications & Training: Completed a CICBV certified one-day valuation seminar
Activities: 2013 JDCC Finance Team, 2012 NBTC Consulting Case Champion, Alberta Energy
Challenge Participant, 2010 University of Windsor CMA Case First Runner-Up
Volunteer Experience: Led thirty classmates in planning and organizing a golf tournament and
successfully raised $4,500 to benefit a local children’s charity (2009)
Interests: NCAA March Madness, NFL Football, squash, golf and making music
                   Lanny Cheung – Equity Analyst
                                           cheung.lanny@gmail.com

EDUCATION
University of Waterloo and Wilfrid Laurier University                                        Waterloo, Ontario
Bachelor of Mathematics and Business Administration                                           Graduating: 2013
● Major in Finance and Statistics
● GPA: 11.0 / 12.0

WORK & RELEVANT EXPERIENCE
Greystone Managed Investments                                                                   Toronto, Ontario
Real Estate & Mortgages Assistant, Real Estate & Mortgages                              January 2012 – April 2012
● Created pitch books and client reporting materials and assisted portfolio managers, product specialists and
    analysts in preparing investment reports
● Selected Investment Experience:
    ○ Reviewed investment reports on various acquisitions, developments and dispositions
        ▪ Two real estate acquisitions totaling $107.1 million; capital expenditures totaling $2.7 million;
            developments totaling $29.7 million; and dispositions totaling $32.6 million
        ▪ Participated in the 15 respective approval requests via conference calls
    ○ Participated in a 2-day hold/sell review of the real estate portfolio
        ▪ Analyzed 141 investments totaling $6.9 billion of gross asset value
    ○ Conducted a competitive research on U.S. open-ended, diversified core equity funds
        ▪ Analyzed investment characteristics, structure, benchmarks and fee structures of 18 funds
        ▪ Discussed findings and key drivers of performance of these funds in a research paper

Ontario Financing Authority                                                                    Toronto, Ontario
Research Analyst, Investor Relations                                                   January 2011 – April 2011
● Supported provincial borrowing program initiative by planning and organizing the annual roadshow
● Performed research and analysis of historic purchases to identify potential investors of bond issues
● Prepared roadshow sales pitch books and presentations to inform investors of the provincial and overall
    Canadian economy, as well as bonds issued by Province of Ontario
● Selected by manager to be delegate of Province of Ontario at Canada Forum (Euromoney)

BrandAlliance                                                                           Mississauga, Ontario
Financial Analyst, Corporate Strategy                                                 May 2009 – August 2009
● Analyzed the feasibility of a merger involving six branding companies with revenue ranging from $2 million
    to $6 million and the feasibility of acquiring two promotional branding divisions
● Created financial models including projections, detailed valuation and comparable company analysis of eight
    private companies undergoing mergers and acquisitions

Laurier Student Investment Fund                                                              Waterloo, Ontario
Equity Analyst                                                                       August 2012 – August 2013
● Assumed Coverage: NASDAQ:AMED

SKILLS, ACTIVITIES & INTERESTS
Technical Skills: Bloomberg, Microsoft Suite, Python
Certifications & Training: CFA Level 1 Candidate (June 2013), Canadian Securities Course
Activities: CFA Equity Research Challenge, hEDGE Conference 2012, Strategic Advisor at a web design startup
Interests: Intramural sports, psychology, reading, traveling, visiting museums and aquariums
                 Sarah Decaire – Equity Analyst
                                       deca8390@mylaurier.ca

EDUCATION
Wilfrid Laurier University                                                             Waterloo, Ontario
Bachelor of Business Administration (Finance)                                     Graduating: August 2013
  Honours: Dean’s Honour Roll                                                       Fall 2009 – Fall 2011
                In-course Scholarship (Level I)
  Minor: Economics

WORK & RELEVANT EXPERIENCE
Gluskin Sheff + Associates                                                               Toronto, Ontario
Equity Research Associate                                                           Sept. 2012 – Dec. 2012

Brookfield Asset Management                                                        Toronto, Ontario
Financial Analyst, Special Situations                                          Jan. 2012 – Apr. 2012
  Conducted research for potential investment opportunities and prepared materials for
     investment proposals
        o Compiled and analyzed information on companies in the Silicon Metal Industry; created
           slides for these companies that were put in an investment thesis
        o Gathered data on the American Real Estate Market for financial modeling purposes
        o Computed valuation metrics for companies by analyzing their financial statements

Ministry of Economic Development and Innovation                                       Toronto, Ontario
Business Analyst, Investment Funding Programs Branch                            May 2011 – Aug. 2011
  Monitored companies’ progress in their application for government funding and helped analyze
     the financial stability of these companies
        o Displayed high attention to detail when updated status reports to accurately reflect
            companies’ standings in the program
        o Demonstrated effective time-management skills when completed weekly assignments
            and ad-hoc requests
        o Researched the Specialty Chemicals Market in Canada to assess its viability

Laurier Student Investment Fund                                                        Waterloo, Ontario
Analyst                                                                             Aug. 2012 – Aug. 2013
  Assumed Coverage: TSE:DL
  Will produce 2 investment theses for the Fund

SKILLS, ACTIVITIES & INTERESTS
Volunteer Experience: Tutor, Laurier Students for Learning, led a student through weekly exercises
to develop reading and comprehension skills

Activities: Executive, Dale Carnegie, presented tips for effective public speaking skills to first year
business students for their New Venture presentations

Interests: Baseball (played competitively in high school), Volleyball, Rugby, Reading novels,
Travelling (been to USA, Europe and South America)
              Jordan McNamee – Equity Analyst
                                      mcna8420@mylaurier.ca

EDUCATION
Wilfrid Laurier University                                                       Waterloo, Ontario
Bachelor of Business Administration (Finance)                               Graduating: August 2014
  GPA: 11.4 / 12
  Honours: Dean’s Honour Roll                                               Fall 2011 – Spring 2012
                In-Course Scholarship (Level III)
  Minor: Economics

University of Guelph                                                              Guelph, Ontario
Bachelor of Commerce
  GPA: 88.6%
  Honours: Dean’s Honour Roll                                             Fall 2010 – Spring 2011
               William Furlong Memorial Scholarship for achieving the highest mark in Induction to
               Microeconomics


WORK & RELEVANT EXPERIENCE
Gluskin Sheff + Associates                                                         Toronto, Ontario
Equity Research Associate                                                      Apr. 2012 – Aug. 2012
  Worked under Long/Short Equity Hedge Fund Managers and Analysts who manage roughly $1B
     over 4 mandates
  Analyzed Canadian and U.S. long/short securities for portfolios as well as covered existing
     holdings
  Provided investment team with research and administrative support
  Maintained and improved spreadsheets; monitor hedge fund risk exposures
  Frequently met with and called sell side analysts as well as company management

Laurier Student Investment Fund                                                Waterloo, Ontario
Analyst                                                                        May 2012 – present
  Pitch investment ideas to Portfolio Managers, Fund Alumni and Faculty Advisors
  Assumed coverage of TSX: CVG
  Representing Laurier alongside 4 other Analysts in the 2013 Toronto CFA Society Investment
     Research Challenge

SKILLS, ACTIVITIES & INTERESTS
Technical Skills: Bloomberg, Thomson Analytics
Certifications & Training: Canadian Securities Course (2011), Derivative Fundamentals Course (2012)
Activities: 2013 CFA Research team member
Interests: Investing – Have actively managed my personal portfolio using Long/Short strategies as well
as the use of options
 Football – Named 2009 Weirs Magazine Top 150 High School Football Players in Ontario and 2009
Toronto Star Top 25 High School Football Players to watch for in the GTA
                     Eric Gould – Equity Analyst
                                       goul7160@mylaurier.ca

EDUCATION
Sir Wilfrid Laurier University                                                Waterloo, Ontario
Bachelor of Business Administration in Finance                           Graduating: August 2014
  GPA: 10.20 / 12
  Honours: In Course Scholarship Level 2, Johnson Trust Scholarship, Dean’s Honour Roll
  Minor: Economics

WORK & RELEVANT EXPERIENCE
Aviva Canada Inc.                                                             Scarborough, Ontario
Summer Finance Intern, Broker Distribution                                 April 2012 – August 2012
  Provided in-depth support to the Reporting and Analytics Team along with the Strategic
     Investments Team heavily centered around the month end process
  Selected Project Experience:
     o Created and formulated workbook to be used in month end process
           Developed/automated/formulated a workbook to outline the financial performance of
             Aviva’s boiler and machinery coverage
     o Procedure testing
           Tested and analyzed Finance Business Partners procedures for the creation of month end
             reports, providing detailed feedback and suggested improvements
     o Ad-Hoc requests
           Included retrieving commissions paid by Aviva Canada for the Strategic Investments
             Team detailing the amount paid, ensuring balance with the accruals

Johnson Inc.                                                                   Richmond Hill, Ontario
Claims Assistant, Accident Benefit Claims                                      May 2011 – August 2011
  Provided support to the Accident Benefits Claims Department, maintaining daily submissions of
     treatment plans and invoices through Health Claims for Auto Insurance website
  Eliminated duplicate claims resulting in the reduction of claims to be processed by ~5% for the
     summer months
     o Created process to determine inactive duplicate claims, resulting in faster processing times

Laurier Student Investment Fund                                                   Waterloo, Ontario
Analyst                                                                           July 2012 – Present
  Initiating coverage on Martinrea International (MRE) as well as participating on a team of
     Analysts entered in the CFA Institute Research Challenge
  Conducting equity research and valuations on small cap Canadian companies using discounted
     cash flow and comparable multiples valuation techniques

SKILLS, ACTIVITIES & INTERESTS
Languages: Fluent in English
Technical Skills: AS400 operating system
Certifications & Training: CFA Institute Research Challenge (Dec 2012)
Activities: Laurier Intramurals, Right to Play Laurier (2012)
Volunteer Experience: Habitat for Humanity (Buffalo)
Interests: Sports (hockey, water skiing), guitar and expanding my knowledge of finance, particular
interest in the 2008 financial crises
           Yaroslav Semenyaka – Equity Analyst
                                        seme1270@mylaurier.ca

EDUCATION
University of Waterloo and Wilfrid Laurier University                                   Waterloo, ON
BBA/BMath Double Degree (Statistics Major/Finance Concentration)                 Graduating: Aug. 2013
  GPA: 10.52 / 12
  Honours: Dean’s Honour Roll                                                  Fall 2009 - Spring 2012
  Minor: Computer Science

WORK & RELEVANT EXPERIENCE
Ontario Teachers' Pension Plan                                                           Toronto, ON
Private Equity Analyst, Teachers' Private Capital                               Sept. 2011 - Dec. 2011
  Prepared internal investment memos for prospective investments
  Produced valuation reports using discounted cash flow, comparable company analysis, and
      precedent transaction analysis
  Built and distributed weekly industry updates including valuation metrics and relevant news
  Compiled industry and company overviews highlighting current trends, historical financial
      performance, potential value-add opportunities and important investment risks

BMO Capital Markets                                                                   Toronto, ON
Investment Banking Analyst, Global Agriculture & Fertilizer                   Jan. 2011 - Apr. 2011
   Participated in equity and M&A transactions, including Phosagro's $538M IPO on the LSE
   Built detailed financial models for discounted cash flow analysis
   Prepared client and internal presentations and documents
   Conducted in-depth industry and company research
   Performed securities analysis, including comparable company analysis

TD Securities                                                                          Toronto, ON
Risk Analyst, Global Middle Office                                             May 2010 - Aug. 2010
  Monitored market risk for institutional equities business using Excel and Bloomberg
  Created and updated documentation for procedures
  Improved process efficiency by implementing VBA macros

Laurier Student Investment Fund                                                         Waterloo, ON
Analyst                                                                          Aug. 2012 – Aug. 2013
  Initiated Coverage: NASDAQ:STX
  Assumed Coverage: TSX:ACQ

SKILLS, ACTIVITIES & INTERESTS
Languages: Russian and Ukrainian
Technical Skills: Bloomberg, Thomson ONE, Capital IQ, VBA, Python, Matlab, R, C, and Java
Certifications & Training: CFA Level 1 (2012), Canadian Securities Course (2010)
Activities: Managing a $1 million replica portfolio, which has outperformed the market in terms of
 absolute and risk adjusted returns; founding member of “Skies of Strife”, weekly band practices, played
live shows, released full length album
Volunteer Experience: Co-op mentor
Interests: Electric guitar, music, audio engineering, snowboarding
                          Jack Gurnick – Analyst
                                       gurn5130@mylaurier.ca

EDUCATION
Wilfrid Laurier University                                                         Waterloo, Ontario
Bachelor of Business, Business and Mathematics in Finance                     Graduating: August 2013
  GPA: 10.47/ 12
  Honours: Dean’s Honour Roll                                                 Fall 2009 – Spring 2012

WORK & RELEVANT EXPERIENCE
KPMG                                                                                   Toronto, Ontario
Analyst, Transaction Services                                                     Sept. 2012 – Dec. 2012
  Identifying key issues, carrying out the relevant financial analysis, interpreting results, and
     reporting key findings
  Evaluating a businesses’ historical performance and sustainability of earnings/cash flows, working
     capital cycles, financial projections, key contractual commitments, accounting policies and
     management control environment

Bank of America Merrill Lynch                                                         Toronto, Ontario
Business Management Co-op, Business Technology Center                            Jan. 2012 – April. 2012
  Maintained numerous Excel spreadsheets containing cost centers and resource information.
  Improved processes, using Excel formulas, to automatically update when new information is
     received.
  Prepared and presented a monthly dashboard using Excel and PowerPoint which included various
     status metrics (operational updates, resource costs, costs by LOB, team sizes and attrition rates).

Chartis Insurance Company of Canada                                                 Toronto, Ontario
Underwriter/Financial Analyst, Executive Liability                              May 2012 – Aug. 2012
  Analyzed financial statements of various companies on a daily basis for use in risk assessment.
  Prepared insurance worksheets assessing the different risk exposures (stock performance, litigation
     risk, strength of business plan, corporate governance) drawn from CapitalIQ and SEDAR, which
     determined the insurance premium.
  Assisted in negotiating premium amounts, often greater than $20,000, with brokers who sold
     Chartis Insurance policies to clients.

Laurier Student Investment Fund                                                    Waterloo, Ontario
Equity Analyst                                                                  Aug. 2012 – Aug. 2013
  Assumed Coverage: TSX: WFI

SKILLS, ACTIVITIES & INTERESTS
Technical Skills: S&P Capital IQ
Activities: Floor 1 & 2 Representative, House Council (2009-2010)
Interests: Weight-training, Nutrition, Intramural Sports, Film
                     Parth Shah – Equity Analyst
                                        shah1240@mylaurier.ca

EDUCATION
Wilfrid Laurier University                                                           Waterloo, Ontario
Bachelor of Business Administration (Finance)                                     Graduating: Aug. 2013
  GPA: 10.27 / 12
  Honours: Dean’s Honour Roll
                In-Course Scholarship
  Minor: Economics

WORK & RELEVANT EXPERIENCE
ONCAP Management Partners L.P.                                                         Toronto, Ontario
Analyst                                                                           Sept. 2012 – Dec. 2012

Manulife Financial                                                                      Toronto, Ontario
Asset Liability Management – Wealth Management Fixed Income Risk Analyst            Jan. 2012 – Apr. 2012
  Produced, analyzed, and provided commentary on duration gaps in various wealth management
      segments through reports such as spread risk reports, risk reports, and earnings sensitivity reports
  Communicated with the business unit and portfolio managers frequently regarding issues with
      different segments
  Issued notional notes through daily dynamic hedging for new business, true-up, and rebalancing
      for U.S. Wealth Management segments
  Requested and managed inter and intra segment cash and asset transfers of net worth exceeding
      $10 million, and worked on a swap transfer project with underlying assets totaling $70 billion
  Developed weekly treasury and corporate yield curve reports along with commentary on week to
      week curve movements, distributed throughout the company

ConAgra Foods Inc.                                                                 Mississauga, Ontario
Supply Chain Analyst (Co-op)                                                      May 2011 – Sept. 2011
  Initiated, implemented and presented a transportation and warehousing cost savings strategy
     resulting in an annual company net savings of $200,000
  Decreased distressed warehouse inventory by $40,000 in four months by running bi-weekly
     reports and creating high level summaries of distressed inventory for the sales team
  Investigated and challenged $11,000 worth of invalid non-compliance charges from customers,
     which were later reversed
  Drove supply chain efficiencies by analyzing customer sales data and recommending solutions
     directly to the Supply Chain Director
  Led weekly cross functional meetings that drove understanding, alignment, and informed decision
     making

Laurier Student Investment Fund                                                      Waterloo, Ontario
Equity Analyst                                                                    Aug. 2012 – Aug. 2013
  Assumed Coverage: TSE: URB

SKILLS & ACTIVITIES
Technical Skills: Bloomberg, GGY Axis, VBA, BPCS Database, Cognos Database
Certifications & Training: Canadian Securities Course, Financial Modeling Course by CBV
Activities: DECA U Laurier, Intramural Basketball
        Benjamin Khmelnitsky – Equity Analyst
                                      khme2880@mylaurier.ca

EDUCATION
University of Waterloo and Wilfrid Laurier University                             Waterloo, Ontario
BBA/BMath Double Degree (Finance Major)                                      Graduating: August 2014
  GPA: 10.53/ 12
  Honours: Dean’s Honour Roll, Excellent Standing                            Fall 2009 – Spring 2012
               New Venture Competition Semi-Finalist
               Stock Market Competition Distinction

WORK & RELEVANT EXPERIENCE
CPP Investment Board                                                         Toronto, Ontario, Canada
Portfolio Analyst, Fundamental Research                               September 2012 – December 2012
  Worked directly with investment professionals in several industries to support the implementation
      of active fundamental research security selection strategies.
  Participated in meetings with the management of public corporations, analyst calls, and the
      development of company valuation models.
  Prepared analytical investment reviews and recommendations in collaboration with the team,
      including industry overviews, writing investment rationales and due diligence reviews.
  Explored investment opportunities in North America, Europe, and Asia.
PwC Consulting                                                                      Toronto, Ontario
Financial Consulting Associate, Consulting & Deals                              Jan. 2011 – Apr. 2011
  Assisted with client-facing engagements through the writing of reports, research of relevant
     information, creation of PowerPoint presentations and work with Excel variance analysis.
  Involved with numerous client workshops by assisting with delivery of presentations, responding
     to client queries, and documentation of results.
  Selected experience:
           o Played a significant role on an engagement for an Ontario Government Agency by
               performing relevant industry research and by being heavily involved in the development
               of the final client deliverable.
           o Served on a project for a Large Canadian University by performing analysis on current
               and future operations, including excel variance analysis, and by creating presentations
               and reports delivered to the client.
Laurier Student Investment Fund                                                 Waterloo, Ontario
Equity Analyst                                                     September 2012 – September 2013
  Assumed Coverage: TSX:BAU

SKILLS, ACTIVITIES & INTERESTS
Languages: English, French
Technical Skills: Excel, Computer Programming, Bloomberg, R
Activities: Intramural Soccer, High School Varsity Soccer
Volunteer Experience: Double Degree Club Mentor, Peer Tutoring
Interests: Sports, Reading, Current Events
                  Nathan Shantz – Equity Analyst
                                        shan7010@mylaurier.ca

EDUCATION
Wilfrid Laurier University                                                             Waterloo, ON
Bachelor of Business Administration Program with Co-op Option                          2010 to Present
 GPA: 11.3/12
 Honours: President Centennial Scholarship ($22,000 value), 3rd place finish at Laurier
   Entrepreneurship Competition ($3,000 value)

WORK & RELEVANT EXPERIENCE
UBS Securities                                                                          Toronto, Ontario
Equity Research Associate, Metals and Mining                                    May 2012 – August 2012
 Aid the precious metals equity analyst in researching mining stocks under coverage, producing and
   publishing UBS equity research reports, and updating Excel models
 Selected Project Experience:
   o Create the "Mining, Metals, and Gold" Industry Report Each Week:
        Using excellent analytical and writing skills wrote up the notable highlights for the mining
          and metals industry each week, as well as updated analyst Excel models, tables, and graphs
   o Developed a Global Supply/Demand Model:
        Displaying proficient research skills investigated current and forecasted production rates,
          reserve amounts, and construction developments of precious metal companies to create a
          global supply and demand model for gold, silver, and copper.
   o Value Mining Companies Using the Net Asset Value (NAV) Method:
        Using detailed market research, attention to detail, and financial skills, aided the analyst in
          updating Excel models in order to determine the NAV for the 10 - 13 mining companies'
          within the analyst's coverage universe.

Laurier Student Investment Fund                                                     Waterloo, Ontario
Equity Research Analyst, Real Estate                                                July 2012 – Present
 Actively research and analyze small-cap real estate companies to find opportunities to invest
   $470,000 of fund capital
 Enthusiastically promote best ideas verbally and in writing to fund advisors and portfolio managers

The Waterloo Banking Project                                                          Waterloo, Ontario
Financial Analyst                                                                 October 2011 – Present
 Develop, maintain, and refine financial projections for a social start-up backed by a financial
   institution aiming to provide banking services to students ($150,000+ in funding already obtained)
 Led team in discussions regarding the Project’s capital needs given planned expenses which resulted
   in greater clarity for Project needs and objectives going forward
 Created a more accurate financial model by altering the membership growth forecasts, ATM
   revenues, and cost figures, leading to greater negotiating power with the partner financial institution

SKILLS, ACTIVITIES & INTERESTS
Certifications & Training: Advanced Excel I & II
Activities: Fitness Youtube channel (2,000,000+ views), WLU Health Committee, Financial Math Tutor
                    Jesse Knight – Equity Analyst
                                       knig3190@mylaurier.ca

EDUCATION
Wilfrid Laurier University (WLU) and University of Waterloo (UW)                   Waterloo, Ontario
BBA/BMath Double Degree (Finance)                                             Graduating: August 2014
  GPA: 11.6 / 12
  Honours: Dean’s Honour Roll (WLU) and Excellent Standing (UW)               Fall 2009 – Spring 2012
               In Course Scholarship (Level III)
  Minor: Statistics

WORK & RELEVANT EXPERIENCE
Teachers’ Private Capital                                                       Toronto, Ontario
Analyst, Direct Investments                                                Sept. 2012 – Dec. 2012
  Evaluate new investment opportunities and prepare internal investment memorandum
  Monitor and value existing investments within the fund

BMO Capital Markets                                                                    Toronto, Ontario
Investment Banking Analyst, Media and Communications Group (M&C)                   Jan. 2012 – Apr. 2012
   Prepared presentations and related analysis for over 25 client pitches including assisting on the
      $1.1bn sale of Q9 Networks to a group of investors lead by BCE
   Provided extensive coverage for over 50 companies within the M&C space including preparing
      weekly coverage updates and creating and distributing detailed earnings reports
   Frequently met with and discussed potential opportunities with BMO sell side analysts
   Played a significant role in completing analysis and related presentation materials for the M&C
      quarterly meeting

KPMG LLP                                                                             Toronto, Ontario
Staff Accountant, Financial Institutions, Real Estate and Services               Jan. 2011 – Apr. 2011
  Analyzed and evaluated the accuracy and reliability of client financial statements from private
      hedge funds to large insurance brokerages
  Coordinated meetings and communicated with the management of clients to seek clarification and
      understanding in financial reporting matters
  Gained a working knowledge on International Financial Reporting Standards

Laurier Student Investment Fund                                                    Waterloo, Ontario
Equity Analyst                                                                  Aug. 2012 – Aug. 2013
  Assumed Coverage: TSX: GVC

SKILLS, ACTIVITIES & INTERESTS
Technical Skills: Bloomberg, FactSet, S&P Capital IQ, Thomson ONE
Activities: WLU Integrated Case Exercise (ICE) Finalist, First Year Business TA (WLU),
            Double Degree Club Executive
Volunteer Experience: WLU Student Mentorship and Tutoring
Interests: Hockey, San Jose Sharks, Fitness, Cinema, Masonry and Stone Work
                   Terry Zhang – Equity Analyst
                                       zhan7310@mylaurier.ca

EDUCATION
University of Waterloo and Wilfrid Laurier University                         Waterloo, Ontario
BBA and BMath Double Degree                                               Graduating: April 2013
  GPA: 11.50 / 12
  Honours: Dean’s Honours List and Excellent Standing                   Fall 2008 – Winter 2012
  Scholarship: Ronald G. Dunkley National Scholarship (total amount $18,000)
                  QEII - Aiming for the Top (total amount $14,000)

WORK & RELEVANT EXPERIENCE
Wilfrid Laurier University                                                        Waterloo, Ontario
Research Assistant, Finance                                                    Sept. 2012 – Dec. 2012
  Research interest in modern portfolio theory

Bank of Nova Scotia                                                                  Toronto, Ontario
Audit Intern, Scotia Capital and Group Treasury Audit                 Jan. – Apr. and Sept. – Dec. 2011
  Participated in the audit of Toronto Fixed Income Trading and in the audit of Global Prime
      Finance
  Reviewed senior management memos and summarized high level mandate and structure of the
      business line to be audited
  Assessed the trading practice and control functions within various units and created risk
      assessment framework to highlight key processes
  Interviewed with traders and risk managers to understand their strategies and documented meeting
      minutes
  Examined the valuation methodologies for various types of securities, such as MBS, Strip Bonds,
      Equity Swaps, and identified areas of improvement
  Analyzed P&L calculation worksheets used by the Front Office and reconciled Front Office
      estimates with Middle Office reports
  Tested the process of collateral management and margin call issuance and identified areas of
      improvement
  Drafted audit findings and assisted in the preparation of audit reports

Laurier Student Investment Fund                                                 Waterloo, Ontario
Analyst                                                                     May 2012 – April 2013
  Initiated coverage on IEC Electronics Corp, a Tier Three Electronics Manufacturing Services
     provider in the United State
  Assumed coverage on Lamar Advertising

SKILLS, ACTIVITIES & INTERESTS
Languages: Fluent in English and Chinese
Technical Skills: Bloomberg, C++, VBA, Python
Certifications & Training: First Three Levels of Actuary Exam (P, FM, 3F and 3L)
Activities: Math Olympiads, Teaching Assistant, Investing
Interests: Rubik's Cube, Chess, Traveling (Southern China and East Coast of the U.S.)
          Pravin Varadarajan – Equity Analyst
                                         pvaradar@uwaterloo.ca

EDUCATION
Wilfrid Laurier University and University of Waterloo                                       Waterloo, ON
BBA/BMath Double Degree (Actuarial Science Major/Finance Option)                   Graduating: August 2013
 GPA: 11.88/12
 Honours: Dean’s Honour Roll and Excellent Standing                              Fall 2008 – Spring 2012

WORK & RELEVANT EXPERIENCE
BMO Capital Markets                                                                        Toronto, ON
Investment Banking Analyst                                                        Sept. 2012 – Dec.2012
 Researching specific companies and industries and maintaining databases
 Performing discounted cash flow analyses, security analyses, and comparable company analyses
 Assisting with written presentations and the development of information memoranda
Oliver Wyman                                                                                  New York, NY
Management Consultant, Financial Services                                               Jan. 2012 – Apr. 2012
 Assisted the senior management team of a Fortune 500 multiline insurance company to transition its
    foreign business hedge projection strategies to the United States
 Involved in execution phase of project to generate hedge cash flows and market values that were used
    to produce reserve and capital numbers; gained strong understanding of Black Scholes option pricing
 Analyzed publicly available information on major US life insurance companies to produce summaries
    on industry headwinds and to predict macro trends
 Prepared weekly summary presentations for working group meetings with clients
 Developed tools to compress the client’s variable annuity liabilities into a 300 times smaller portfolio of
    liabilities to aid in reducing processing time
Mercer                                                                                          Toronto, ON
Actuarial Analyst, Retirement Consulting                                                Jan. 2011 – Apr. 2011
 Generated over $63,000 in revenue for Mercer through billable consulting projects, which required strong
    attention to detail and ability to consistently meet tight deadlines
 Programmed and developed proprietary Mercer pension risk monitoring technology using advanced excel
    macros and VBA coding; expected to result in saving of about $1000 per analyst per quarter
 Valued benefit and accounting liabilities under various plan design scenarios and special costings
 Gained client exposure by working directly with a large client to calculate individual plan member
    benefits for the purpose of administering a $400,000 plan wind up; resulted in purchasing annuities

Laurier Student Investment Fund                                                           Waterloo, ON
Equity Analyst                                                                     Aug. 2012 – Aug. 2013
 Assumed Coverage: NSYE:KEM

SKILLS, ACTIVITIES & INTERESTS
Technical Skills: VBA, Python, SNL, Bloomberg
Certifications: Canadian Institute of Actuaries Exam P, Exam FM, Exam MFE, Exam C
Activities:
 Teaching Assistant for Calculus at University of Waterloo
 2013 JDCC Business Strategy Case Competition Member
 2013 Finance Inter-Collegiate Business Competition Member
Awards: President’s Scholarship, Senate Scholarship, R&E Madter Scholarship, CFA Scholarship
Interests: Shotokan Karate, Mixed Martial Arts, Chess, Intramural Dodgeball

				
DOCUMENT INFO
Shared By:
Categories:
Tags:
Stats:
views:49
posted:10/3/2012
language:English
pages:19