SIAS Events
The SFU Student Investment Advisory Service wish to cordially invite you to attend the 2013 SIAS
Q1 Performance Review
presentation which highlights the performance and outlook of the fund.
Segal Graduate School of Business
500 Granville Street (Granville and Pender)
Presentation - Room 2800
Friday, May 31, 2013
3:00 pm - 4:00pm
Please RSVP to sias@sfu.ca by Tuesday, May 28, 2013.
Q4 Performance Review
presentation which highlights the performance and outlook of the fund.
Segal Graduate School of Business
500 Granville Street (Granville and Pender)
Presentation - Room 2800
Friday, March 22, 2013
3:00 pm - 4:00pm
Please RSVP to sias@sfu.ca by Tuesday, March 19, 2013.
The SFU Student Investment Advisory Service wish to cordially invite you to attend the 2012 SIAS
Q3 Performance Review
presentation which will be highlighting the fund's current economic and market outlook.
Segal Graduate School of Business
500 Granville Street (Granville and Pender)
Presentation - Segal Salon Rooms 1200-1500
Friday, November 23, 2012
3:00 pm - 4:00pm
Please RSVP to jza99@sfu.ca.
The SFU Student Investment Advisory Service wish to cordially invite you to attend the 2012 SIAS
Q2 Performance Review
presentation which will be highlighting the fund's current economic and market outlook.
Segal Graduate School of Business
500 Granville Street (Granville and Pender)
Presentation - Segal Salon Rooms 1200-1500
Friday, August 24, 2012
3:00 pm - 4:00pm
Please RSVP online by Friday, August 17, 2012.
If you have any questions, please contact sias@sfu.ca.
The SFU Student Investment Advisory Service wish to cordially invite you to attend the 2012 SIAS
Q1 Performance Review
presentation which will be highlighting the fund's current economic and market outlook.
The SIAS group is also proud to welcome special guest speaker, the Honorable Bijan R. Kian, former member of the board of directors of the Export Bank of the United States. Reporting directly to the President of the United States, he has served two administrations from both major parties and has been unanimously confirmed twice by the Senate of the United States. He is a former director of the Office of Foreign Investment for the State of California, where he directed the State's $92 billion portfolio and led California's worldwide operation to attract, retain and expand the largest portfolio of Foreign Direct Investment in the United States for the seventh largest economy in the world.The Honorable Bijan R. Kian is a 1979 graduate of University of Brighton in Sussex, England. He has continued his education at Oxford University in political philosophy and epistemology, Harvard Kennedy School of Government in National and International Security and the Institute of Financial Education in risk management for financial institutions.
Segal Graduate School of Business
500 Granville Street (Granville and Pender)
Presentation - Segal Salon Rooms 1200-1500
Friday, May 25, 2012
3:00 pm - 4:00pm
Please RSVP online by Friday, May 18, 2012.
If you have any questions, please contact sias@sfu.ca.
The SFU Student Investment Advisory Service wish to cordially invite you to attend the 2011 SIAS
Q4 Performance Review
presentation which will be highlighting the fund's current economic and market outlook.
Delta Vancouver Suites Hotel
550 West Hastings Street (Hastings and Seymour)
Presentation - Innes Thomson Room, 2nd Floor
Friday, March 2, 2012
3:00 pm - 4:00pm
Please RSVP online by Wednesday, February 29, 2012.
If you have any questions, please contact sias@sfu.ca.
The SFU Student Investment Advisory Service and Professional Risk Managers' International Association (PRMIA) wish to cordially invite you to attend the 2011 SIAS
Q3 Performance Review
presentation which will be highlighting the fund's current economic and market outlook.
The SIAS group is also proud to welcome special guest speaker, David Gibbs (Associate Director, Market Education and Development) from the CME Group.
Wosk Centre for Dialogue
580 West Hastings Street, Vancouver, BC
Presentation - Asia Pacific Hall (Centre for Dialogue)
Reception - Samuel & Frances Belzberg Atrium
Wednesday, November 30, 2011
2:00 pm - 5:00pm
Please RSVP online by Friday, November 25, 2011.
If you have any questions, please contact sias@sfu.ca.
The SFU Student Investment Advisory Service and Professional Risk Managers' International Association (PRMIA) wish to cordially invite you to attend the 2011 SIAS
Q2 Performance Review
presentation which will be highlighting the fund's current economic and market outlook.
The SIAS group is also proud to welcome special guest speaker, Jean-Francois Tardif who began his career in 1993 as a financial advisor. In 2001, his career path took him to Sprott Asset Management where he was recruited for his stock picking ability and portfolio management skills. From there, he became lead manager of Sprott Opportunities Hedge LP at its inception in 2004 and by 2009, the fund had achieved an astounding annualized five-year return of 21.3 per cent.
Throughout the years, Tardif was a regular guest on BNN and won the Globe and Mail stock picker contest three years in a row.
Segal Graduate School
500 Granville Street
Presentation - Main floor salon rooms
Reception - Vancouver Sun Reading room
Thursday, August 25, 2011
3:00 pm - 6:00pm
Please RSVP online by Friday, August 19, 2011.
If you have any questions, please contact sias@sfu.ca.
The SFU Student Investment Advisory Service wishes to coordially invite you to attend its 2011
Q1 Performance Review
presentation which will be highlighting the fund's current economic and market outlook.
Featuring Special Guest Speaker - Margaret Franklin, President and CEO of Kinsale Private Wealth.
Metropolitan Hotel
645 Howe Street
2nd floor, Vancouver Room for presentation
Conaught Room for reception
Friday, May 27, 2011
3:00 pm - 6:00pm
Please RSVP to sias@sfu.ca or click here.
|
Sara Moghaddamjoo |
Meadow Wu |
Fiona Wang |
XingXing Zhang |
Derek Wong |
Alex Conconi |
Amir Khakban |
Media Coverage
March 7, 2011
Warren Buffet up next for SFU students after victory at BC investment showdown
VANCOUVER - A team of undergraduate and graduate students from Simon Fraser University took top honours this past weekend at the BC Investment Research Challenge regional competition. The finance showdown, sponsored by CFA Vancouver and held at the Four Seasons in downtown Vancouver, included the top business schools and universities from across British Columbia.
The SFU team was represented by Beedie School of Business students Jin Yan, Chris Tse, Lauren Looi and Alex Conconi; and SFU Economics student Robb Ponti. The team was coached by Beedie School of Business adjunct professor Derek Yee and SFU alumnus Jamie Kozak.
The team’s final presentation was focused on a valuation of Vancouver technology firm Westport Innovations, a leading global provider of proprietary technology that allows engines to operate on clean-burning gaseous fuels. The SFU presentation was evaluated by a high-profile panel of research analysts and portfolio managers.
By taking top honours, the SFU team will advance to the Americas Final, held in Omaha, Nebraska in April, where they will compete against 40 other universities and sit in on a lecture from billionaire investor Warren Buffett.
“To come out on top against some of the best business school minds in British Columbia is a testament to the caliber of students and teachers at Simon Fraser University,” said Sam Thiara, Manager, Student Affairs at SFU’s Beedie School of Business. “To provide this level of research and analysis around a designated publicly traded company takes an extraordinary level of skill and dedication.”
The CFA Institute Global Investment Research Challenge offers students the unique opportunity to learn from leading industry experts and compete with peers from the world’s top finance programs. The annual educational initiative promotes best practices in equity research among the next generation of analysts through hands-on mentoring and intensive training in company analysis and presentation skills. The challenge gathers students, investment industry professionals, publicly traded companies, and corporate sponsors together locally, regionally, and globally for a real world competition.
Participation in the challenge promotes best practices in equity research and company analysis, as students research, analyze, and report on a company as if they are practicing analysts. Additionally, all participants are introduced to and held to the standard of the CFA Institute Code of Ethics and Standards of Professional Conduct.
For more information, visit:
http://girc.membersocieties.org/Pages/Default.aspx
http://www.cfavancouver.com/Pages/GIRC.aspx
January 21, 2011
Future investment bankers enjoy healthy returns at high finance showdown
VANCOUVER— A team of Master of Financial Risk Management (MFRM) students from Simon Fraser University placed second in the National Investment Banking Competition held at the University of British Columbia on January 13 and 14. The annual high finance showdown featured 67 teams from across Canada.
The SFU students were Lauren Looi, Simon Hutchison, Milton-Andres Bernal and Ashkan Ziabakhshdeylami. In the spirit of their heritage downtown campus, the Segal Graduate School, a site that used to serve as Western Canada headquarters for the Bank of Montreal, their team name was “The Vault.”
According to Lauren Looi, who is currently a student in the MFRM program, the stakes were especially high at this year’s competition – given the backdrop of strong commodity prices and real-world M&A storylines. “As a competing investment banking team, we needed to prepare a presentation for the board of directors of a senior gold mining firm – featuring a judging panel of mining heads & regional heads of major Canadian investment banks – who were interested in making an acquisition to expand their company-wide production profile.”
“Within five highly pressurized hours,” she said, “we were required to analyze an information sheet on the acquirer and target, guidance memo from management, and multi-tab proforma merger model, to determine the ability of the firm to make the acquisition, determine a reasonable price that the company should pay, and prepare a presentation of our recommended approach. We then had 10 minutes to present our pitch which was followed by a 10 minute Q&A session.”
As one of two finalists in the graduate division, the SFU team competed in live time against an MBA team from the Ivey School of Business in front of an industry panel and over 300 attendees - where they were narrowly defeated.
"Our students showed an impressive performance and very thoughtful analysis of an investment banking case," said Andrey Pavlov, SFU Business Associate Professor and Academic Chair of the MFRM program.
The National Investment Banking Competition (NIBC) gathers the most accomplished professionals to assess the competitors and inform the conference delegates on pertinent issues in capital markets. The conference delegates are treated to a selection of eight capital markets focused workshops developed and guided by Canada’s leading specialists in their field, in addition to admission to the networking reception and gala dinner. Each person who attends the NIBC conference will be immersed in company with exceptional ambition and capacity, and this will play a pivotal role in driving their careers forward.
Related:
CBC Podcast featuring SFU Business MFRM candidate Lauren Looi (interview begins at 39 minute mark).
Students Compete for National Finance Prize (Vancouver Sun).
