UBC Portfolio Management Foundation

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UBC Portfolio Management Foundation Employees

Employee
Years
Job
Industry
David Gens David Gens Vancouver, Canada Area Details
David Gens's UBC Portfolio Management Foundation Experience 2007 - 2009
Job Entrepreneur
Industry Financial Services
Experience
CreditLoans Canada Financing Inc.   January 2013 - Present
Merchant Advance Capital Ltd.   September 2010 - Present
GBA Equity Partners Inc.   December 2012 - August 2014
Nations Energy Corporation   January 2011 - September 2013
Network Immunology Inc.   September 2010 - January 2013
CAI Capital Management Co.   September 2009 - September 2010
UBC Portfolio Management Foundation   2007 - 2009
TD Securities  May 2007 - August 2007

Skills
Financial Modeling, Private Equity, Business Strategy, Corporate Development, Due Diligence, Entrepreneurship, Investments, Portfolio Management, Analysis, Dog Aggression, Bloomberg, Corporate Finance, Equities, Equity Research, Finance, Financial Risk, Gunsmithing, Investment Banking, Investment Strategies, Management, Management Consulting, Mergers & Acquisitions, Opera, Pizza, Portrait Painting, Restructuring, Start-ups, Strategic Partnerships, Strategy, Valuation, Venture Capital, Capital Markets, Mutual Funds

Education
The University of British Columbia   2005 — 2009
BComm, Finance

Colin Hoegler Colin Hoegler Vancouver, Canada Area Details
Colin Hoegler's UBC Portfolio Management Foundation Experience 2002 - 2003
Job Assurance Manager at Wolrige Mahon LLP Chartered Accountants
Industry Accounting
Experience
Wolrige Mahon LLP  September 2003 - Present
UBC Portfolio Management Foundation   2002 - 2003
Vitality Foodservice, Inc.   2001 - 2003

Skills
Accounting, Auditing, Tax Preparation, Financial Reporting, Canadian GAAP, Consolidated Financial..., Variance Analysis, Financial Statement..., Corporate Tax, Personal Income Tax..., internal controls, Bookkeeping, Microsoft Excel, Financial Statements, GAAP

Education
Chartered Accountants School of Business   2003 — 2005
Chartered Accountant designation, Accounting

The University of British Columbia   2000 — 2003
Bachelor of Commerce (BCom)

Josh Feyissa Josh Feyissa New York, New York Details
Josh Feyissa's UBC Portfolio Management Foundation Experience January 2011 - April 2013
Job Investment Analyst at Apollo Global Management LLC
Industry Investment Management
Experience
Apollo Global Management LLC  July 2013 - Present
UBC Portfolio Management Foundation   January 2011 - April 2013
Marret Asset Management   May 2012 - August 2012
Ontario Teachers' Pension Plan  May 2011 - August 2011
Dundee Wealth Management  June 2010 - August 2010

Skills
Equities, Credit, Financial Modeling, Equity Research, Bloomberg, Valuation, Investments, Financial Analysis, Portfolio Management, Hedge Funds, Capital Markets, Bonds, Fixed Income, Alternative Investments

Education
The University of British Columbia   2009 — 2013
Bachelor of Commerce, Finance

Canadian Securities Institute   2010 — 2010
Completed Canadian Securities Course (CSC)

MDA Training   2010 — 2010
Financial Modelling, Investment Banking

Nick Haggerty Nick Haggerty Vancouver, Canada Area Details
Nick Haggerty's UBC Portfolio Management Foundation Experience April 2015 - Present
Job Summer Analyst at PCJ Investment Counsel
Industry Financial Services
Experience
UBC Portfolio Management Foundation   April 2015 - Present
PCJ Investment Counsel   May 2015 - August 2015
True Religion Brand Jeans  January 2013 - August 2014
University of Alberta  June 2011 - August 2013
Hilton Garden Inn  November 2008 - January 2013

Skills
Sales, Teamwork, Time Management, Leadership, Public Speaking, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Microsoft Office

Education
The University of British Columbia   2013 — 2017
Bachelor of Commerce (B.Com.), Finance

Peleg Bartfeld, CFA Peleg Bartfeld, CFA Vancouver, Canada Area Details
Peleg Bartfeld, CFA's UBC Portfolio Management Foundation Experience March 2007 - March 2009
Job Analyst at Phillips, Hager & North
Industry Investment Management
Experience
Phillips, Hager & North   May 2008 - Present
UBC Portfolio Management Foundation   March 2007 - March 2009
Guardian Capital  May 2007 - August 2007

Skills
Equity Research, Equities, Bloomberg, Valuation, Financial Modeling, Investments, Portfolio Management, Investment Strategies, Investment Management, Financial Analysis, Mutual Funds, Alternative Investments, Asset Managment, Capital Markets, Asset Allocation, Investment Research, Value Investing

Education
CFA Institute   2009 — 2011
CFA Charterholder

The University of British Columbia   2005 — 2009
Commerce, Finance

Curtis Elkington Curtis Elkington Vancouver, Canada Area Details
Curtis Elkington's UBC Portfolio Management Foundation Experience April 2013 - March 2014
Job Fixed Income Analyst at Mawer Investment Management
Industry Financial Services
Experience
Mawer Investment Management  August 2014 - Present
UBC Portfolio Management Foundation   April 2013 - March 2014
Marret Asset Management   May 2013 - August 2013
UBC Portfolio Management Foundation   January 2012 - March 2013
PCJ Investment Counsel   May 2012 - August 2012
Cowichan Lumber   May 2010 - August 2010

Education
The University of British Columbia   2010 — 2014

Collingwood School   2005 — 2010

Kyle Yee-Yoshida Kyle Yee-Yoshida Vancouver, Canada Area Details
Kyle Yee-Yoshida's UBC Portfolio Management Foundation Experience January 2013 - April 2015
Job Analyst at CIBC World Markets
Industry Capital Markets
Experience
CIBC World Markets  August 2015 - Present
UBC Portfolio Management Foundation   January 2013 - April 2015
CPP Investment Board  April 2014 - August 2014
PCJ Investment Counsel (Affiliate of Connor, Clark & Lunn Financial Group)   May 2013 - August 2013
UBC Commerce Undergraduate Society  March 2012 - March 2013
UBC Commerce Undergraduate Society  September 2012 - December 2012

Skills
Teamwork, Valuation, Equity Research, Capital Markets, Bloomberg, Team Leadership, Time Management, Critical Thinking, Communication, Microsoft Excel, Non-profit Volunteer, Entrepreneurship, Recruiting, Customer Service, PowerPoint, Negotiation, Marketing Strategy, Microsoft Word

Education
The University of British Columbia   2011 — 2015
Bachelor of Commerce (B.Com.), Finance

Bloomberg Online Training Program

Canadian Securities Course

Derek Dodd Derek Dodd Vancouver, Canada Area Details
Derek Dodd's UBC Portfolio Management Foundation Experience April 2014 - March 2015
Job Analyst at KKR
Industry Investment Banking
Experience
KKR  July 2015 - Present
UBC Portfolio Management Foundation   April 2014 - March 2015
KKR  May 2014 - August 2014
UBC Portfolio Management Foundation   April 2013 - March 2014
RBC Capital Markets  May 2013 - August 2013
National Investment Banking Competition & Conference  April 2012 - January 2013

Skills
Event Planning, Time Management, Public Speaking, Teamwork, Social Media, Critical Thinking, PowerPoint, Microsoft Excel, Leadership, Microsoft Office, Team Leadership, Research, Marketing, Event Management

Education
The University of British Columbia   2011 — 2015
Bachelor of Commerce (B.Com.), Finance

Sexsmith Secondary School   2005 — 2011

Rachel Lou, CPA, CA Rachel Lou, CPA, CA Vancouver, Canada Area Details
Rachel Lou, CPA, CA's UBC Portfolio Management Foundation Experience February 2011 - July 2012
Job Assistant Controller at Cactus Club Cafe
Industry Accounting
Experience
Cactus Club Cafe  June 2015 - Present
KPMG Canada  September 2014 - June 2015
KPMG Canada  September 2012 - August 2014
UBC Portfolio Management Foundation   February 2011 - July 2012
Ignite! Conference and Career Fair   March 2011 - March 2012
HSBC Global Asset Management  2010 - February 2012
UBC Tax Assistance Clinic   January 2010 - April 2011
UBC Commerce Undergraduate Society  April 2010 - March 2011
Ignite! Conference and Career Fair   April 2010 - October 2010
Human Resources Management Club   March 2009 - April 2010

Skills
Leadership, Time Management, Teamwork, Financial Analysis, Financial Accounting, Project Management, Microsoft Excel, ASPE, Hospitality, Food & Beverage, Construction, Nonprofits, Event Planning, Fundraising, Marketing, Management, Training, Marketing Strategy, Recruiting, Accounting, Project Planning, Sponsorship, Finance, Team Leadership

Education
The University of British Columbia   2008 — 2012
Bachelor of Commerce (B.Com.), Accounting

Jayden Jiang Jayden Jiang Calgary, Canada Area Details
Jayden Jiang's UBC Portfolio Management Foundation Experience January 2011 - Present
Job Investment Banking Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs  May 2012 - Present
UBC Portfolio Management Foundation   January 2011 - Present
CIBC World Markets  May 2011 - August 2011
Global Securities  June 2010 - August 2010

Skills
Bloomberg, Equities, Portfolio Management, Quantitative Analytics, Due Diligence, Economics, Mergers, Bloomberg Terminal, Equity Research, Private Equity, Capital Markets, Capital IQ, Financial Analysis, Investment Banking, Valuation, Financial Modeling, Corporate Finance, Fixed Income, Investments

Education
The University of British Columbia   2009 — 2013
Finance

UBC Finance Club   2009 — 2011
VP Finance & Director of Western Canadian Stock Competition

Catherine Guan Catherine Guan New York, New York Details
Catherine Guan's UBC Portfolio Management Foundation Experience April 2013 - April 2014
Job Investment Banking Analyst at J.P. Morgan
Industry Capital Markets
Experience
J.P. Morgan   June 2014 - Present
UBC Portfolio Management Foundation   April 2013 - April 2014
GMP Securities  May 2013 - August 2013
Merrill Lynch  May 2012 - August 2012

Skills
PowerPoint, Social Media, Time Management, Microsoft Office, French, Public Relations, Fundraising, Equity Research, Event Planning, Critical Thinking, Leadership, Team Leadership, Microsoft Excel, Social Media Marketing, Marketing Communications, Research, Financial Modeling, Blogging, Market Research, WordPress, Nonprofits, Financial Analysis, Sales, Mandarin, Editing, Teamwork, Public Speaking, Microsoft Word, Bloomberg, Quantitative Analytics, Social Networking, Data Analysis, Bloomberg Terminal, Capital IQ

Education
The University of British Columbia   2010 — 2014
Bachelor of Commerce (B.Com.), Finance, 3.98/4.00

Derek Ching Derek Ching New York, New York Details
Derek Ching's UBC Portfolio Management Foundation Experience February 2008 - March 2010
Job High Yield Credit Analyst at Goldman Sachs
Industry Capital Markets
Experience
Goldman Sachs  2014 - Present
GMP Securities, LLC  2010 - 2013
UBC Portfolio Management Foundation   February 2008 - March 2010

Education
The University of British Columbia   2006 — 2010
Bachelor of Commerce (BCom), Finance

Daria Panteleeva Daria Panteleeva New York, New York Details
Daria Panteleeva's UBC Portfolio Management Foundation Experience April 2012 - April 2013
Job Equity Derivatives Trader at Goldman Sachs
Industry Capital Markets
Experience
Goldman Sachs  February 2015 - Present
Goldman Sachs  July 2013 - January 2015
UBC Portfolio Management Foundation   April 2012 - April 2013
Goldman Sachs  May 2012 - August 2012
UBC Portfolio Management Foundation   January 2011 - March 2012
Merrill Lynch  May 2011 - August 2011
Deutsche Bank  June 2010 - August 2010

Skills
Capital IQ, Equities, Equity Research, Investments, Capital Markets, DCF, Financial Modeling, Financial Analysis, Value Investing, Valuation, Bloomberg, Asset Managment, Investment Banking, Derivatives, Corporate Finance, Fixed Income, Private Equity, Hedge Funds, Financial Markets, Investment Management, Bloomberg Terminal, Economics, Portfolio Management, Alternative Investments, Investment Strategies, Trading, Structured Products, Bonds, Quantitative Analytics, Maid Service, Asset Management, Emerging Markets, High Yield

Education
The University of British Columbia   2009 — 2013
BCom, Finance

Amelia Lak Amelia Lak New York, New York Details
Amelia Lak's UBC Portfolio Management Foundation Experience January 2011 - April 2013
Job Interest Rates Trader at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs  October 2014 - Present
Goldman Sachs  July 2013 - October 2014
UBC Portfolio Management Foundation   January 2011 - April 2013
Goldman Sachs  May 2012 - August 2012
RBC Capital Markets  May 2011 - August 2011
CIMB-Principal Asset Management   July 2010 - September 2010

Education
The University of British Columbia   2009 — 2013
Commerce

Louis Chan Louis Chan Toronto, Canada Area Details
Louis Chan's UBC Portfolio Management Foundation Experience 2002 - 2004
Job Investment Analyst at Cumberland Private Wealth Management
Industry Investment Management
Experience
Cumberland Private Wealth Management   2014 - Present
GCIC, Ltd. (Dynamic Funds)   2011 - 2013
Sceptre Investment Counsel   2008 - 2010
Merrill Lynch  2004 - 2008
UBC Portfolio Management Foundation   2002 - 2004
British Columbia Investment Management Corporation   2003 - 2003
Burgundy Asset Management  2002 - 2002

Skills
Financial Modeling, Equities, Equity Research, Bloomberg, Portfolio Management, Valuation, Investments, Mutual Funds, Finance, Analysis, DCF, Equity Valuation, Capital Markets, Investment Strategies

Education
The University of British Columbia   2000 — 2004
GPA: 3.9/4

Hashem Aboulhosn, CFA Hashem Aboulhosn, CFA Vancouver, Canada Area Details
Hashem Aboulhosn, CFA's UBC Portfolio Management Foundation Experience February 2006 - March 2008
Job Partner at GBA Equity Partners Inc.
Industry Venture Capital & Private Equity
Experience
SpaceList   November 2013 - Present
GBA Equity Partners Inc.   June 2013 - Present
Canadian Venture Capital & Private Equity Association   August 2011 - Present
Keycafe   November 2014 - Present
Vanedge Capital  November 2009 - May 2013
Vancouver ACM SIGGRAPH  November 2010 - January 2013
RBC Capital Markets  July 2008 - November 2009
UBC Portfolio Management Foundation   February 2006 - March 2008
Deans Knight Capital Management   May 2007 - August 2007
TD Asset Management  May 2006 - August 2006

Skills
Financial Analysis, Valuation, Excel, Bloomberg, Research, Equities, Equity Research, Financial Modeling, Corporate Finance, Investment Banking, Venture Capital, Financial Reporting, Factiva, Microsoft Office, Due Diligence, Market Research

Education
CFA Institute   2008 — 2010
Charter Holder

The University of British Columbia   2004 — 2008
BComm, Finance

West Vancouver Secondary School   1999 — 2004
High School

International School of Choueifat - Dubai   1998 — 1999
Elementary School

Eric Fang Eric Fang New York, New York Details
Eric Fang's UBC Portfolio Management Foundation Experience 2008 - 2010
Job Analyst at Steadfast Financial
Industry Capital Markets
Experience
Steadfast Financial   June 2015 - Present
KKR  March 2013 - May 2015
Goldman Sachs  March 2012 - March 2013
RCM Partners   August 2010 - December 2011
UBC Portfolio Management Foundation   2008 - 2010

Education
The University of British Columbia   2006 — 2010
Bachelor of Commerce (B.Com.), Finance