Cover-PagesFeb 07, 2020 · Mark Nerland 403.607.2077 | [email protected] EDUCATION Queen’s...

QUEEN’S UNIVERSITYINVESTMENT COUNSEL

Team Resume Book


Executive Team

2

Mark Nerland 403.607.2077 | [email protected]

EDUCATION

Queen’s University Kingston, Ontario Bachelor of Commerce 2016 – Present

– Academics: One of three recipients of the CFA Society Undergraduate Scholarship; D.I. McLeod Dean’s List Scholarship

– Exchange: Completed an academic exchange at Copenhagen Business School in Copenhagen, Denmark (Winter Term, 2019)

PROFESSIONAL EXPERIENCE

BC Partners New York, New York Private Credit Summer Analyst Summer 2019

– Completed a 13-week internship within BC Partners’ ~$2B middle market credit fund, focusing on opportunistic credit, structured equity, and direct lending; scheduled to rejoin in a full-time capacity in July 2019

– Select Transaction Experience: o Aerospace, Opportunistic: First Lien Term Loan ($35M)

▪ Conducted investment due diligence on a distressed aerospace service company facing cyclical and regulatory headwinds

▪ Created an exit financing model to determine and sensitize IRR using various types of PIK and term loan debt structures o Industrials, Direct Lending: Last Out Unitranche ($25M)

▪ Evaluated an investment in a private equity-led buyout of a market-leading industrial products distributor and manufacturer

▪ Modelled detailed profit and loss build-ups to stress test the impact of various business performance cases on liquidity o Software, Direct Lending: First Lien Term Loan ($20M)

▪ Provided acquisition financing for a software company executing an international roll-up of PIM, DAM, and data analytics companies

▪ Constructed a financial model to analyze synergy execution risk of six acquisitions and liquidity under various scenarios

Brookfield Financial Toronto, Ontario Investment Banking Summer Analyst Summer 2018

– Completed a 16-week internship within the Global M&A Advisory, Structured Finance, and Debt Advisory teams

– Select Transaction Experience: o Buy-Side, Lead Advisor: Prospective Acquisition (>$1B)

▪ Assisted in the preparation of client presentation materials to advise on prospective M&A alternatives for a Canadian REIT

▪ Independently developed accretion/dilution models to evaluate five potential acquisition targets; determined offer prices and acquisition premiums through Net Asset Valuations, Precedent Transactions, and Comparables analyses

o Refinancing, Lead Advisory: Private Portfolio Refinancing ($120MM)

▪ Supported the New York Structured Finance and Debt Advisory teams execute a 29-property medical office portfolio refinancing

▪ Led a Loan-to-Value model to refinance existing mortgages at various levels of indebtedness; determined implied portfolio value by analyzing 400 precedent transactions – resulted in senior management executing a mortgage financing request

Brookfield Asset Management Toronto, Ontario Summer Analyst Summer 2017

– Supported a five-person team in the management of a Canadian portfolio of office properties valued at ~$9B

– Developed a 200-page business strategy report with a 10-year investment horizon for the Canadian office portfolio; established net effective rent targets, capital plans, leasing statistics, and asset strategies

EXTRACURRICULAR ACTIVITIES

Queen’s University Investment Counsel (QUIC) Kingston, Ontario Chief Executive Officer 2019 – Present

– Selected as one of three executive members to lead a team of 33 students in managing a $1.4M portfolio of Canadian and U.S. equities on behalf of the Queen’s University Endowment Fund and Mackenzie Investments

– Responsibilities include reporting to the Board of Directors, liaising with alumni and other stakeholders, managing growth initiatives, and analyzing investment ideas brought forward by sector teams

– Organized numerous events including: QUIC Education Conference, QUIC-Burgundy Women’s Investing Series, QUIC-Burgundy Analyst Deal Competition, QUIC-RBC Stock Pitch Competition, QUIC-Peloton Speaker Panel, and QUIC Alumni Reunions

Portfolio Manager (Financial Institutions Group) 2017 – 2019

– Formulated investment theses and capital allocation decisions for the ~$400,000 Financial Institutions portfolio; performed security selection and analysis through valuation methods such as NAV, Comparables, Precedent Transactions, and DCF analyses

– Previous roles include Analyst (Commercial Real Estate Sector)

ADDITIONAL INFORMATION

– Athletics: Led Jr. A hockey team as an assistant captain; awarded Most Improved Player and Scholastic Player of the Year

– Interests: Completed trips to countries across Europe, Asia, and Australia; interests include history and live theatre

– Leadership: Selected from 250 applicants to welcome the Class of 2021 as one of 60 orientation week leaders at Queen’s in September 2017

– Volunteerism: Nominated for Leaders of Tomorrow Award by The Town of Okotoks, Alberta for outstanding community involvement

Matthew Ferreira 647.537.9399| [email protected]

EDUCATION


– Awards: Recipient of the D.I. McLeod’s Dean’s List Scholarship for honor roll standing & the Queen’s Excellence Scholarship for an entrance average between 90-94.9%

– Relevant Courses: Finance I (A), Financial Accounting (A), Mathematical Analysis for Management (A)

– Exchange: Completed a 4-month exchange at the EDHEC Business School in Lille, France

– Other: Selected as a teaching assistant for COMM 161, a first-year calculus course (2018 & 2019)

Pickering High School Ajax, Ontario Ontario Secondary School Diploma 2012 – 2016

– Highest Proficiency, Financial Securities (92%)


Goldman Sachs San Francisco, California Investment Banking Summer Analyst Summer 2019

– Completed a 10-week internship within the Technology, Media & Telecommunications group

Ontario Teachers’ Pension Plan North York, Ontario Private Equity Summer Analyst Summer 2018

– Completed an 18-week internship within the Consumer, Retail & Healthcare Group

– Created a multi-scenario financial model which was used for a refinancing of a portfolio company, whereby the deal team renegotiated to buy-back of debt at a discount and replace it with a PIK preferred share investment

– Constructed a vintage revenue model and a sum-of-the-parts through-the-cycle cash flow model for a Canadian self-storage company while incorporating multi-variable Monte Carlo simulations

– Built an investment screen for 82 sub-sectors within the specialty retail industry, ranking sub-sectors from a weighted average of 10 criteria; subsequently developed an LBO model for target companies within the funeral home and cemetery and restaurant franchise sub-sectors

ReStructure Consulting Toronto, Ontario Summer Analyst Summer 2017

– Researched and aggregated financial data to prepare charts and tables for PowerPoint presentations in client reports

– Conducted a three-year rolling analysis of audited financial statements for a non-profit organization

– Performed financial analysis of a non-profit organization including revenue, working capital and expense ratio calculations


Queen’s University Investment Counsel (QUIC) Kingston, Ontario Chief Investment Officer 2017 – Present

– Selected as one of three executive members to lead a team of 33 students in managing a $1.4M portfolio of Canadian and U.S. equities on behalf of the Queen’s University Endowment Fund and Mackenzie Investments (YTD absolute performance

– Develop tactical asset allocation strategy; critically analyze investment ideas brought forward by sector teams; design and execute all fund performance measurements; present weekly on fund activity and report directly to the Board of Directors

– Organized numerous events including: QUIC Education Conference, QUIC-Burgundy Women’s Investing Series, QUIC-Burgundy Analyst Deal Competition, QUIC-RBC Stock Pitch Competition, QUIC-Peloton Speaker Panel, and QUIC alumni reunions

– Previously served as a Portfolio Manager and Analyst for the Energy and Utilities sector

Queen’s Finance Association Conference Kingston, Ontario Education Director 2017 – 2018

– Developed new educational and industry-based initiatives throughout the school year (stock pitch competitions, mock interviews, networking events, etc.)

– Managed weekly QFAC Digest updates and monthly article submission – increasing subscriptions by over 110%

– Created, organized, and taught QFAC’s inaugural stock pitch tutorial to over 150 students

– Previously served as an Education Coordinator, and wrote QFAC’s first monthly educational article generating over 2,000 views while working with the team to gather over 250 subscribers to the education initiative


– Software: Bloomberg, S&P Capital IQ, Microsoft Office Suite, Thomson One Analytics, Oracle’s Crystal Ball Statistical Software

– Hobbies: Hockey, Soccer, Football, Recreational skiing, Global politics, Reading and writing, Entrepreneurship (co-founder, smartARM)

– Achievements: Ontario Minor Hockey Association Provincial Champion (2014), Finished 1st in the QUIC-Burgundy Deal Competition, acting as a mock M&A advisor on Coach’s $2.4 billion acquisition of Kate Spade (2017)

Connor Steckly 519.801.9649 | [email protected]

EDUCATION


– Academics: D.I. McLeod Dean’s List with Distinction (top 10% of class); Queen’s Principal’s Admission Scholarship

– Relevant Courses: Advanced Corporate Finance (A+), Finance II (A+), Introduction to Finance (A+)

– Exchange: Completed winter 2019 semester abroad at SKEMA Business School in Nice, France

St. Michael Catholic Secondary School Stratford, Ontario Ontario Secondary School Diploma 2012 – 2016

– Awarded the Governor General’s Academic Medal for the highest academic average in a class of 200 (96.6%)


Evercore New York, New York Incoming Investment Banking Analyst, Mergers & Acquisitions Summer 2020

– Completed a 10-week generalist M&A internship; staffed on several sell and buy-side projects with the Consumer, Healthcare, and Media groups

– Returning full-time in 2020 as an analyst; industry specialization to be determined following completion of an extensive analyst training program

Altas Partners Toronto, Ontario Private Equity Summer Analyst Summer 2018

– Completed a 16-week internship at a Canadian middle market private equity firm with ~$7B in AUM

– Conducted primary and secondary research to analyze a variety of companies and industries, helping asses the investment merits of inbound acquisition opportunities; presented findings directly to associates and directors

– Evaluated the competitive forces and individual location historical performance of an industrial distribution acquisition prospect

– Organized sales data from several dataroom sources to a single location and conducted thorough analysis relating to the trends of product categories to guide management meeting discussions

Aequitas NEO Exchange Toronto, Ontario Summer Associate Summer 2017

– Developed and distributed a daily media monitoring report to summarize activity on NEO Exchange, competing exchanges and global market news; report was circulated to all 50 staff members and the board of directors daily

– Performed analysis on the global trading venue landscape using the Bloomberg Terminal and prepared research reports with supporting charts for the head of listings and the CEO to aid business development efforts


Queen’s University Investment Counsel (QUIC) Kingston, Ontario Chief Strategy Officer 2019 – Present

– Selected as one of three executive members to lead a team of 33 students to manage a $1.5M portfolio of Canadian and U.S. equities on behalf of the Queen’s University Endowment Fund and Mackenzie Investments

– Responsibilities include informing Counsel members on macroeconomic issues, liaising with alumni and other stakeholders, managing organizational strategy and analyzing investment proposals brought forward by sector teams

– Conducted ~60 interviews of first and second-year students alongside the CEO and CIO to hire 11 new analysts; wrote a detailed investment case completed by final-round candidates to inform hiring decisions

– Led a four-month summer education program to train newly hired analysts on investing philosophy and valuation fundamentals

Portfolio Manager, Consumers & Healthcare 2016 – 2019

– Formulated and executed a sector-specific investment strategy for the ~$200,000 Consumers & Healthcare (C&H) portfolio; performed security analysis and mentored a team of two analysts

– Prepared investment memorandums and presented at QUIC public meetings on a tri-weekly basis to aid in the security selection process and the exploration of industry trends

– Won the 2017 Deal Competition, acting as a mock M&A advisor on Coach’s $2.4B acquisition of Kate Spade

– Prepared and presented a detailed transaction analysis at the Deal Competition to judges from Burgundy Asset Management using an accretion/dilution model and relative valuation techniques

– Previous roles include analyst (Consumers & Healthcare) and junior analyst (generalist)


– Athletics: Won a provincial golf tournament and represented Canada globally at an international championship in Florida

– Leadership: Welcomed the Queen’s Commerce Class of 2021 as an orientation leader in September 2017

– Interests: Self-taught recreational guitarist of two years

– Languages: French (intermediate); Mandarin Chinese (elementary conversation and reading)


Senior Portfolio Managers

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Mathew Andreou 604.773.3542 | [email protected]

EDUCATION


– Academics: Cumulative GPA: 4.12/4.30; D.I. McLeod Dean's List with Distinction Scholarship; Queen’s University Principal’s Scholarship

– Relevant Courses: Finance I (A+), Finance II (A+), Financial Accounting (A+), Mathematical Analysis (A+) and Managerial Statistics (A+)

– Exchange: Completed an academic semester abroad at the University of Hong Kong in Pok Fu Lam, Hong Kong

Southridge School Surrey, British Columbia Dogwood Diploma 2012 – 2016

– Recognized with the Top-Grade Award in Computer Programming (2016) and Academic Honour Roll with Distinction (2016)

– Earned other accomplishments and recognitions, such as: Michael Smith Science Contest Certificate of Distinction (2015), Speech Contest Dramatic Interpretation Division Winner (2015) and Two-Time Grade Level Debate Winner (2015)


Bank of America Merrill Lynch Toronto, Ontario Summer Analyst Summer 2019

– Worked as a summer analyst on the Investment Banking team, assisting clients in raising capital and providing M&A advisory

– Assisted in debt, equity and M&A processes throughout the summer, building a variety of financial models for a diverse set of clients

Vertu Capital Toronto, Ontario Summer Analyst Summer 2018

– Completed a 14-week internship at a Canadian private equity firm focused on late-stage technology companies

– Assisted in the evaluation of investment opportunities through conducting due diligence, financial modeling, industry research, competitor analysis and deal execution; prepared investment memorandum reviews and sub-sector primers

– Worked as sole analyst on deal team; conducted research to analyze companies and industries; used DCF, precedent transactions and public market comparables to build football-field valuations; attended management meetings

Scotia Wealth Management Vancouver, British Columbia Summer Associate Summer 2017

– Completed a 12-week internship at a wealth management practice under one of the top-10 financial advisors in Canada

– Conducted financial statement analysis, created portfolio allocation model, spearheaded execution for investment ideas

– Independently designed financial reporting models, pivot tables, data slicers and macro programs within the Excel Visual Basic for Applications platform to analyze and present internal portfolio performance metrics to the Senior Wealth Advisor


Queen’s University Investment Counsel (QUIC) Kingston, Ontario Portfolio Manager (Industrials) 2016 – Present

– Work with a team of 33 students to manage a $1.4M portfolio of Canadian and U.S. equities on behalf of the Queen’s University Endowment Fund and Mackenzie Investments; maintain an equity coverage universe of ~50 TSX-listed and ~15 S&P 100 companies in the Industrials sector; present research reports to counsel on target companies and industry trends; develop financial models for security analysis

– Participated in the QUIC-Burgundy Deal Competition; acted as a mock M&A advisor to Kate Spade on its takeover bid from Coach; prepared and presented an in-depth transaction analysis using a merger model and relative valuation techniques

– Previous roles include Analyst for the Industrials sector; recorded positive alpha throughout FY2018


– Athletics: Starting Point Guard for Southridge School Basketball Team - BC AAA Varsity Provincial Champions (2016)

– Awards: Queen’s University Case Competition Winner (2016); Youth & Philanthropy Initiative $5,000 Grant Winner (2014)

– Services: Student Volunteer - Me to We, Ecuador (2014); Athletic Coordinator - St. Jude's School, Africa (2010)

– Software: Bloomberg, S&P Capital IQ, Thomson One Analytics, Microsoft Office Suite, Visual Basic for Applications

– Interests: Professional Sports, Outdoor Hikes, Automotive Culture, Technology

Mircea Barcan 604.312.9636 | [email protected]

EDUCATION


– Academics: Dean Margot Northey Major Entrance Scholarship, Principal’s Entrance Scholarship; D.I. McLeod Dean’s List

– Relevant Courses: Financial Strategy (A), Corporate Finance (A+), Advanced Corporate Finance (A+)

– Exchange: Completed winter 2019 semester abroad at the Warsaw School of Economics, Poland

Burnaby North Secondary Burnaby, British Columbia Dogwood Diploma 2011 – 2016

– President of Debate Team and competed in B.C. swimming provincials


Moelis & Company New York, New York Investment Banking Summer Analyst Summer 2019

– Completed a 10-week internship with Moelis’ M&A and Financial Restructuring practice

– Worked on a variety of transactions including a natural resources restructuring and a healthcare sell-side acquisition

OMERS Toronto, Ontario Global Equities Summer Analyst Summer 2018

– Completed a 16-week internship with a team of eight investment professionals managing a ~$17.0B active equites portfolio

– Reconstructed 3 financial models for North American FIG holdings culminating approximately $1.5B of allocated capital; updated models using quarterly statistics including loan-to-value, risk-weighted asset and loan delinquency figures

– Built an interest rate sensitivity model using bond maturity schedules and implied yield curve refinancing costs to identify holdings most impacted by rising interest rates

Deloitte & Touché Toronto, Ontario Strategic Projects Summer Analyst Summer 2017

– Completed a 16-week internship with Deloitte’s Strategic Projects & National Finance teams

– Designed an international AR/AP balance model to track the outstanding volumes, repayment schedules, and geographic distribution of over $100mm of current assets and liabilities; reduced process time by 80%


Queen’s University Investment Counsel (QUIC) Kingston, Ontario Senior Portfolio Manager (Energy & Utilities) 2016 – Present

– Work with a team of 33 students to manage a $1.4M portfolio of Canadian and U.S. equities on behalf of the Queen’s University Endowment Fund and Mackenzie Investments

– Contributed to research and analysis supporting the decision to buy and sell Facebook (NASDAQ:FB) at $136.05 in December of 2018 (62.1% return as of January 2020); outperformed benchmark by 5.9% in FY18’

– Participated in the annual QUIC deal competition acting as mock financial advisor to Kate Spade on its takeover bid from Coach; built merger model to support recommendation and presented to a panel of finance professionals

– Previous roles include Portfolio Manager and Analyst (TMT) and Junior Analyst (Generalist)


– Personal Interests: 20th Century History (Cold War, World Wars, U.S. Civil War), Professional Basketball, Automobiles

– Travel Experiences: Central & Eastern Europe (Ukraine, Romania, Poland, Hungary, etc.) and Asia (HK, Malaysia, Singapore)

– Professional Proficiencies: Bloomberg, Thomson One, Capital IQ, Microsoft PowerPoint & Excel, Adobe Creative Suite

– Favorite Books: Fooled by Randomness, The Fountainhead, The Most Dangerous Animal: Human Nature

Reid Kilburn 250.317.9600 | [email protected]

EDUCATION


– Academics: D.I. McLeod Dean’s List with Distinction: Awarded to students who represent the top 10% of their graduating class

– Relevant Courses: Business Decision Modeling (A+), Organizational Behavior (A+), Finance I & II (A+), Principles of Economics (A+)

– Teaching Assistant: COMM 151 (Organizational Behavior); oversee marking of exams and student-developed case presentations

– Exchange: Completed a semester abroad at the University of Economics in Prague, Czech Republic

Okanagan Mission Secondary School Kelowna, British Columbia British Columbia Secondary School Diploma 2010 – 2014

– Academic Honour Role (2010-14), Principal’s List (2010-14)

– Awarded Hockey Canada Scholarship for team leadership, academic excellence, and athletic dedication


Boston Consulting Group Toronto, Ontario Summer Associate Summer 2019

– Worked for diversified industrial client to develop strategic company offsite for c-suite and senior leadership

– Scheduled to begin full-time within the general management consulting practice (Fall, 2020)

Burgundy Asset Management Toronto, Ontario [City], [State/Province] Summer Analyst Summer 2018 Summer 20XX

– Worked with the European and American Equity teams to provide investment research, with focus on competitive advantage & strategy

– Independently researched and presented a 35-page report on a motorcycle manufacturer to assess brand strength, international expansion

– strategy, and new-product sales potential

Reid’s Goalie Masks Kelowna, British Columbia [City], [State/Province] Entrepreneur 2008 – 2016 2010 – 2014

– Online retailer of hockey goalie helmets with worldwide customers (North America, Germany, Norway, Australia)

– Developed e-commerce website ranked #1 on Google for product keyword searches

– Attained over $150,000 in total sales, building a reputation for outstanding service and customer satisfaction


Queen’s University Investment Counsel (QUIC) Kingston, Ontario Portfolio Manager (Consumers) 2018 – Present


– Maintain an equity coverage universe and perform fundamental, bottom up analysis to support investment ideas

– Present research reports on target companies and industry trends within the ~$200,000 Consumers portfolio

– Won QUIC’s 2018 Deal Competition: Prepared and presented a fairness opinion to a mock management team regarding Metro’s proposed $4.5B

– acquisition of Jean Coutu

Cure Cancer Classic Kingston, Ontario Marketing Coordinator 2016 – 2018

– Student run committee organizing the premier inter-collegiate hockey tournament for Canadian business schools

– All funds raised go directly to the Canadian Cancer Society, with over $120,000 contributed in the past 10 years

– Designed and executed marketing plan for a recent inter-faculty hockey game, drawing record 2,200 students and raising over $18,000

Alberta Junior Hockey League Bonnyville / Camrose, Alberta Goaltender 2014 – 2016

– Developed an ability to deliver under pressure and work efficiently in a team setting

– Established a reputation as a coachable, enthusiastic, and team-first individual

– Relied on as a veteran player to establish a winning team culture within a young organization

– Experienced the value of preparation, commitment, and attention to detail in a heavily results-based environment


– Athletics: National Bronze Medalist and two-time Provincial Champion (Ice Hockey)

– Standardized Tests: SAT Score of 2150, representing the 98th percentile

– Leadership: Selected as 1 of 64 students to run the Commerce Orientation Week and welcome the incoming student body to Queen’s

– Travel: Completed 8-day backpacking expedition through Yoho National Park in the Canadian Rockies

Linna Li 613.888.0723 | [email protected]

EDUCATION


– Academics: Principal’s Scholarship Admissions Award; D.I. McLeod Dean’s List

– Relevant Courses: Advanced Corporate Finance (A), Derivative Securities (A), Financial Accounting (A), and Managerial Statistics (A+)

– Exchange: Completed winter 2019 semester abroad at the Chinese University of Hong Kong in Hong Kong

Western Canada High School Calgary, Alberta Alberta High School Diploma, International Baccalaureate Diploma 2013 – 2016

– Cumulative average of 93%; International Baccalaureate Higher Level Chemistry, Biology and History

– Debate Team; Model UN (Undersecretariat General and Chief of Staff)


Morgan Stanley Toronto, Ontario Investment Banking Summer Analyst Summer 2019

– Completed 10-week internship and accepted return offer for full-time position

– Select Transaction Experience: o Air Canada acquisition of Transat (~C$720 million)

▪ Prepared materials for Fairness Opinion for internal committee and Air Canada’s Board of Directors approval o International gold mining company bid for Canadian mining company

▪ Prepared valuation materials, including market and commodity price analysis, comparable companies and precedent transaction analysis, and WACC calculation

o Canadian industrials company seeking loan from Morgan Stanley (~EUR$43 million)

▪ Facilitated credit analysis of company cash flows and prepared materials for internal Credit Committee approval

InstarAGF Asset Management Toronto, Ontario Summer Analyst Summer 2018

– Completed a 17-week internship, working as the sole analyst on deal teams to write Investment Committee memos and first-round bid letters

– Select Transaction Experience: o Steam station and chilled water plant at a private university in the U.S.

▪ Conducted qualitative analysis to create marketing materials for RFQ submission o Canadian midstream asset

▪ Used DCF and built LBO valuation model used to determine initial bid value o U.S. midstream asset

▪ Built preliminary LBO valuation and conducted analysis of economic environment, customers and regulatory filings


Queen’s University Investment Counsel (QUIC) Kingston, Ontario Senior Portfolio Manager (FIG) 2017 – Present


– Formulate and execute a sector-specific investment strategy for the ~$400,000 Financial Institutions portfolio, performing security analysis and mentoring a team of analysts

– Previous roles include Analyst (FIG) and Junior Portfolio Manager (FIG)

Career Advancement Centre Peer Mentorship Program Kingston, Ontario Peer Mentor 2019 – Present

– Spearheading the inaugural year of the CAC Peer Mentorship Program to connect first- and second-year students with career resources and to create mentorship opportunities

– Organize and facilitate workshops addressing career and recruiting topics

Queen’s Global Markets (QGM) Kingston, Ontario Senior Director (Monetary Policy) 2016 – Present

– Analyze global macroeconomic events, specializing in Monetary Policy, to make recommendations and predictions

– Research and present reports to educate the broader Queen’s University community


– Competitions: 2020 I.C.B.C. (Accounting Stream Finalist), 2018 HackPrinceton (Finalist), 2016 Rotman Stock Pitch Competition (First Place)

– Entrepreneurship: Co-founded ProjectNovick, a non-profit that teaches high school students in Alberta about finance while connecting them with mentors in business programs around North America

– Events: Goldman Sachs West Coast IBD Insight Day (2017)

Matthew Mastromarco [email protected]

EDUCATION

Queen’s University Kingston, Ontario

Bachelor of Commerce 2016 – Present

– Academics: The Christine Smith Award, M. C. Urquhart Book Prize in Economics, D.I. McLeod Dean's List with Distinction (top 10% of class), Principal’s Scholarship

– Relevant Courses: Finance I (A+), Finance II (A+), Financial Accounting (A+), Mathematical Analysis (A+)

– Exchange: Completed a semester abroad at the National University of Singapore


The Boston Consulting Group Toronto, Ontario Summer Associate Summer 2019

– Supported a pension fund in enhancing their tech and data capabilities to increase efficiency and enable new trading strategies

– Built the financial model to substantiate a $50M+ investment in front office tools and a new trading system

BMO Financial Group Toronto, Ontario Business Analyst Summer 2018

– Identify opportunities for cost savings and process improvements within the Technology & Operations group

– Work with business units to understand user requirements and recommend solutions to increase efficiency

– Analyzed all the customer data queries from Canadian employees over a 9-month period to identify underutilized and inactive database tables; liaised with business users to decommission over 150 redundant tables to reduce costs

Sigma Loyalty Group Toronto, Ontario Strategy Intern Summer 2017

– Collaborated with senior management and a team of consultants to devise a turnaround strategy for Sigma Loyalty Group, an enhancement services company with over two million subscribers

– Sourced and evaluated online data backup providers to reduce monthly costs by ~35% while increasing functionality


Queen’s University Investment Counsel (QUIC) Kingston, Ontario Sr. Portfolio Manager (TMT) 2018 – Present


– Lead the Technology, Media, and Telecommunications sector; collaborate with team to construct financial models for security analysis and create equity research reports

– Conducted a mock M&A pitch on the Metro & Jean-Coutu Merger, presenting a transaction analysis to a panel of institutional investors

Queen’s Real Estate Association (QREA) Kingston, Ontario Market Analyst 2017 – 2018

– Analyzed market data on residential and commercial real estate to understand price drivers and forecast future outcomes

– Created materials to educate students on real estate concepts such as cap rates, building classifications, and REITs

Queen’s Global Markets (QGM) Kingston, Ontario Senior Analyst 2016 – 2018

– Produce y written reports and presentations for an undergraduate economic think-tank, covering topics such as NAFTA negotiations and the US tax reform

– Synthesize data from IBISWorld and Bloomberg to evaluate the quantitative impact of policy changes; facilitate debate and discussion on current macroeconomic and geopolitical events


– Entrepreneurship: Co-Founder of Lukabox, an IoT-powered smart pillbox designed to improve prescription drug adherence rates for seniors; awarded $6,000 in seed funding from the Queen’s Innovation Centre Pitch Competition

– Competitions: Member of the Queen’s Case Competition Union; selected to represent the Smith School of Business in case competitions domestically and internationally

– Sports: Intramural hockey player (2017-Present), Former Ontario Junior Blues Provincial Rugby Player

– Skills: Bloomberg, S&P Capital IQ, Microsoft Excel, Python

– Interests: Alpine skiing, mountain biking, hockey, rugby, cars, and politics

Inaara Panjwani 647.500.7626 | [email protected]

EDUCATION


– Academic Awards: Christopher Bennett Memorial Award (2017); D.I. McLeod Dean’s List with Distinction (Top 10% GPA)

– Relevant Courses: Intro to Mathematical Analysis (A+), Managerial Statistics (A+), Business Decision Models (A+), Accounting I & II (A+)

– Exchange: Completed a semester abroad at ESADE Business School in Barcelona, Spain in winter 2019


Goldman Sachs Toronto, Ontario Summer Investment Banking Analyst Summer 2019

– Completed a 10-week internship, working on deal and client service teams across diverse sectors including software, energy, and industrials

– Worked across a variety of M&A, IPO, and client service projects including the largest Canadian IPO to date and a buyside acquisition

– Presented a mock M&A pitch including a full transaction valuation and qualitative analysis to senior management at the GS Toronto Office

Burgundy Asset Management Toronto, Ontario Summer Investment Analyst Summer 2018

– Completed a 16-week internship with the 30-member investment team, managing ~$34 billion in assets, rotating between the Canadian Large Cap and Canadian Small Cap sector teams, with a 30% international small-cap investment mandate

– Assessed competitive advantages and valuation of companies across sectors including insurance, oil & gas, and software using expert networks, management interviews, company filings, sell-side research, and other resources

– Prepared a report on 24 small-cap Australian companies and ranked them based on business quality, valuation, and revenue growth; selected a niche financial services company to research in-depth and present to the CIO and sector team

Cosmetica Laboratories Inc. Scarborough, Ontario Research and Innovation Intern Summer 2017

– Led the company's adoption of REACH, a new European chemicals regulation program, through conducting research, summarizing chemical documents, and designing a method to classify the status of raw materials

– Took initiative to collaborate across departments to automate file saving and organization using Excel and Python

Mississauga Experiential Learning Centre Mississauga, Ontario Teacher and Principle’s Assistant 2012 – 2016

– Designed and executed personalized teaching strategies for students struggling with Math and English in SK to Grade 8 at this non-profit

– Initiated and led interactive activities for groups of ~40 students to foster collaboration, creativity, and communication


Queen’s University Investment Counsel (QUIC) Kingston, Ontario Sr. Portfolio Manager, Metals and Mining 2017 – Present

– Work with a team of 33 students to manage a $1.4MM portfolio of Canadian and U.S. equities on behalf of the Queen’s University Endowment Fund and Mackenzie Investments

– Won the 2017 QUIC Deal Competition, acting as a mock M&A advisor on Coach’s $2.4 billion acquisition of Kate Spade

– Taught a three-week workshop series (QUIC-Burgundy Women’s Investing Series) to help 40+ students at Queen’s learn about value investing

CREO Solutions Kingston, Ontario Project Manager 2017 – Present

– Managed a team of 4 within a 20-member student consultancy at Queen’s University, advising a variety of companies and non-profits to solve challenging business problems under the mentorship of advisors from McKinsey and Co.

– Led a research project to help financial services firms in Canada understand why fewer females than males are applying to jobs in the sector and how they can better attract and retain female talent; research sponsors included Burgundy Asset Management and National Bank of Canada

Inter-Collegiate Business Competition (I.C.B.C.) Kingston, Ontario Queen’s Case Competition and Debate Event Director 2016 – 2018

– Planned and directed the 2017 annual Queen's Case Competition, which invited 100 students to present case solutions


– Education: Studied Indigenous Health History through a 9-month research co-op program with the University of Toronto in 2016

– Teaching: Teaching Assistant for Doing Business in Asia-Pac Rim (COMM 376, Fall 2019), Currently leading the Queen’s Burgundy Women in Investing Club to enable 60+ students to learn about investing via monthly lessons

– Interests: Snowboarding, Table Tennis (two-time ROPSSAA 1st Place), Digital Art, and Evolutionary Psychology (participating in a book club)

Laura Wu 647.208.1369 | [email protected]

EDUCATION


– Academics: Thomas & Helen McLaren Entrance Scholarship; D.I. McLeod Dean’s List with Distinction (top 10% of class)

– Relevant Courses: Business Strategy (A+), Intro to Mathematical Analysis (A+), Finance I (A+) and Managerial Statistics (A+)

– Exchange: Completed 2019 semester abroad at Sciences Po in Paris, France

Bachelor of Arts, Computing 2016 – Present

– Relevant Courses: Data Structures (A+), Discrete Math (A) and Intro to Computer Science I (A+); on track to complete degree by May 2020

University of Toronto Schools Toronto, Ontario Ontario Secondary School Diploma 2010 – 2016

– UTS Nesbitt Gold Award, Class of ’16 Valedictorian, Class of ’73 Award, AP National Scholar

– Elected School Captain in May 2015, serving to represent 600+ students to alumni, parents and the Board of Directors


McKinsey & Company Toronto, Ontario Summer Business Analyst Summer 2019

– Completed a 12-week internship in the general management consulting practice

– Led the sustainment phase for a nation-wide scale-up of a sales transformation training program for a large insurer; worked to maintain the >5% lift unlocked in total premiums closed per sales call

– Designed a future state digital vision for a national bank; leveraged the capabilities of artificial intelligence, natural language processing and optical character recognition to automate the documentation ingestion process for new clients

Procter & Gamble Toronto, Ontario Market Strategy and Planning Intern Summer 2018

– Developed national growth strategy for Ivory Snow (IVS), a $9.1M brand in the fabric care category

– Designed and executed on display, promotion and merchandising initiatives projected to result in a 13% increase in the ~$200,000 monthly sales of IVS at major retailers such as Walmart and Loblaws

L3 Communications Burlington, Ontario Authorized Service Centre Summer Student Summer 2017

– Facilitated the management of >$10M in Special Test and Technical Equipment (STTE) for international Service Centers

– Conducted STTE data analytics initiative to improve the efficiency of equipment usage; presented the potential to reduce the Customer Service Group’s costs by ~$500,000

Toronto Rehabilitation Institute, University Hospital Network Toronto, Ontario Authorized Service Centre Summer Student Summer 2014 – Summer 2016

– Annotated over 400 GB of Kinect data for 30 patients in the Postural Detection Study, a project dedicated to building robotic interface for upper limb rehabilitation in stroke patients; currently in review for publication


Queen’s University Investment Counsel (QUIC) Kingston, Ontario Portfolio Manager (Healthcare) 2018 – Present


Queen’s Case Competition Union (QCCU) Kingston, Ontario Co-Captain 2017 – Present

– Selected as one of five out of 115 candidates to represent Queen’s University as the official school-sponsored international case competition team

– Participated in 150+ hours of extensive training to continually develop data analysis, critical thinking and presentation skills

– Placed 1st at CIBCC in Chiang Mai, Thailand (May 2018) and 1st at BIICC in Oslo, Norway (February 2019)

Queen’s Women in Leadership (Q.WIL) Kingston, Ontario Alumni & Mentorship Coordinator 2016 – Present

– Developed mentorship program to enrich the professional development function of Q.WIL for over 100+ delegates

– Initiated and strengthened corporate relationships to secure $15,250, 35% of the conference budget


– Leadership: Orientation Leader (2017), Chief Policy and Returning Officer for the Commerce Society (2017)

– Other: Piano (RCM Level 10 Certification), Soccer (>10 years of REP Soccer), podcasts, philosophy and classic literature


Junior Portfolio Managers

4

Deven Chander 647.453.1409 | [email protected]

EDUCATION


– Academics: Cumulative G.P.A. of 4.17/4.30, D.I. McLeod Dean’s List with Distinction (top 10% of class academically) in all years

– Relevant Courses: Finance (A+), Mathematical Analysis (A+), Statistics (A+), Financial & Management Accounting (A+), Economics (A+)

– Exchange: Scheduled to complete the winter 2020 semester abroad at the University of New South Wales (UNSW) in Sydney, Australia

John Fraser Secondary School Mississauga, Ontario Ontario Secondary School Diploma 2013-2017

– Distinctions: 98th percentile on the Scholastic Aptitude Test (SAT), Senior Mathematics Scholar (for excelling in all subject courses), Highest Grade Award in Economics (99%), Ontario Scholar (for overall academic excellence)

– Extracurricular: Varsity soccer and basketball athlete, trombone player in the jazz and senior bands


Evercore Partners New York City, New York Investment Banking Summer Analyst Summer 2020

– Scheduled to complete a 10-week internship in the Mergers & Acquisitions group

Burgundy Asset Management Ltd. Toronto, Ontario Summer Investment Analyst Summer 2019

– Completed a 17-week internship in the investment department of Canada’s premiere value-focused asset manager with ~$34B in AUM

– Worked with the European equities portfolio manager to write reports on the profitability decline of a Finland-based construction company, the competitive advantage of a London-based software-as-a-service business and the business models of newly listed biotechnology companies

– Worked directly with the analysts and portfolio manager of the U.S. Large-Cap team to conduct due diligence on portfolio holdings and new investment ideas using Bloomberg, S&P Capital IQ, broker notes, expert networks and management meetings

– Wrote a 50-page investment analysis on Tiffany & Company (NYSE:TIF) that analyzed management’s corporate strategy, evaluated competitive advantages and included a 20-year operating model after conducting intensive research that included a 1-on-1 expert call with the former CEO

Deloitte LLP Toronto, Ontario Assurance Intern Summer 2018

– Completed a 12-week internship in the advisory practice, working with the transaction advisory and public audit groups

– Reconciled discrepancies in the operating model for a California-based agriculture company completing a $50M initial public offering

– Audited the financial statements of one of the largest publicly-traded asset managers in the world, ensuring line items within SEC and OSC filings were compliant with regulatory standards


Queen’s University Investment Counsel (QUIC) Kingston, Ontario Portfolio Manager, Industrials 2018 – Present


– Collaborate with a team of 3 students to prepare stock pitches and holdings analyses to present at QUIC’s public meetings and to aid in the security selection process for the Industrials sector’s ~$120,000 portfolio

– Completed a 16-week summer analyst training program that consisted of reading extensively on investing philosophy, building financial models and writing reports on independent investment ideas, market irrationality, economic moats and management incentives

– Acted as a mock M&A advisor to Metro on its merger with The Jean Coutu Group for QUIC’s annual Deal Competition, presenting a full transaction analysis with a team of analysts to a panel of institutional investors using a merger model and relative valuation techniques

Queen’s Private Capital Group Kingston, Ontario Project Manager 2017 – Present

– Provide pro-bono advisory services to private equity firms with a team of 30 Queen’s students in the form of market research and financial analysis

– Developed full market analyses for OMERS Private Equity and iNovia Venture Capital with a team of 4 students that included identifying acquisition targets, formulating investment recommendations and preparing multiple presentations to senior members of the firms’ investment teams


– Athletics: Competed in the province of Ontario’s highly-competitive, “Elite-Level” soccer league for 8 seasons and coached a younger team upon retirement, active member of the Golf Association of Ontario for 5 seasons, played in Ontario’s “AA” basketball league for 2 seasons

– Academics: Served as a Teaching Assistant to Dr. Miners for Organizational Behavior to assist with grading final examinations and term papers

– Events: Attended Goldman Sachs’ 2019 West Coast IBD Summer Analyst Insight Day in Los Angeles, California

Tina Fang 778.929.7858 | [email protected]

EDUCATION


– Academics: Cumulative GPA of 4.12/4.30; Queen’s Chancellor’s Scholar, Stanimir Family Award, D.I. McLeod Dean’s List with Distinction

– Relevant Courses: Intro to Finance (A+), Financial Accounting (A+), Intro to Mathematical Analysis (A+), Management Accounting (A+)

– Exchange: Scheduled to complete winter 2020 semester abroad at Paris Dauphine University in Paris, France

R.C. Palmer Secondary School Richmond, British Columbia Dogwood Diploma 2012 – 2017

– Recognized for highest grade in Business Education, Social Studies, Law, AP English Literature and AP Calculus Courses; 98% overall average


Houlihan Lokey Los Angeles, California Incoming Summer Investment Banking Analyst Summer 2020

– Scheduled to complete a 10-week internship in the Financial Restructuring Group

OMERS Summer Analyst

Toronto, Ontario Summer 2019

Summer 2019

– Completed a 16-week internship within the Global Equities division of the Ontario Municipal Employees Retirement System (OMERS), a Canadian pension fund managing $95B AUM

– Built operating models, discounted cash flow analyses and one-page investment summaries for holdings and watch-listed companies

– Arranged the weekly construction of the Global Equities Program’s portfolio performance slide decks by adding graphs and macro commentary; used by Head of Equities to address the CEO and CIO

– Prepared in-depth presentation on the insurance brokers industry by exploring key business drivers, valuation, summaries of key players and identifying opportunities available in the space that aligned with investment strategy

– Constructed trackers for US banks’ dividend and buyback payouts, daily move of FIG portfolio holdings relative to market indices, as well as key metrics and performance of MSCI constituents

Canalyst Vancouver, British Columbia Summer Analyst Summer 2018

– Completed a 16-week internship at an equity research and analytics firm within the Industrials group

– Maintained updated financial models for a coverage universe of over 400 U.S. public companies; used by a client base of institutional investors

– Analyzed historical financial statements to generate actionable insights for future forecasts and model improvements

– Independently built detailed financial models that feature integrated live pricing (using Bloomberg, S&P Capital IQ API), company segment information, operating statistics and inputs for company-specific drivers

– Wrote research reports on subsectors within industrials for internal database, covering subsector-specific metrics

Coast Capital Savings (CCS) Richmond, British Columbia Customer Service Representative Summer 2017

– Completed a client-facing internship at credit union within a high-volume branch; sold financial products, such as GICs and credit cards

– Independently developed a monthly performance report, which was used by the manager to set future sales targets and booking targets


Queen’s University Investment Counsel (QUIC) Kingston, Ontario Portfolio Manager (Industrials) 2018 – Present


– Formulate and execute a sector-specific investment strategy for the Industrials portfolio, mentoring a team of analysts

– Prepare investment memorandums and holding analyses to present at QUIC public meetings on a tri-weekly basis to aid in the security selection process and exploration of industry trends

– Completed a 16-week summer analyst training program with deliverables due bi-weekly; read extensively and wrote reports on independent investment ideas, market irrationality, economic moats and management incentives

– Won the 2018 Deal Competition, acting as a mock M&A advisor on Metro Inc’s $4.5B acquisition of the Jean Coutu Group; prepared and presented fairness opinion to a panel of institutional investors


– Stock Pitches: 2nd Place at QUIC-RBC Stock Pitch Competition (Feb 2018) and Finalist at Investors of Tomorrow Stock Pitch (Nov 2017)

– Entrepreneurship: Led two award-winning student-run Junior Achievement British Columbia companies (2015-17)

– Conferences: CPPIB Women in Leadership (2018), Credit Suisse Steps to Success (2018), Goldman Sachs Los Angeles Insight Day (2019)

– Leisure Activities: Queen’s Dance Club (urban dance), yoga, flute and piano (ARCT certified), art history, fantasy and sci-fi novels

Bronwyn Ferris 778.321.2996 | [email protected]

EDUCATION


– Academics: Cumulative GPA: 4.22/4.30, selected as 1/50 recipients out of the undergraduate class of the Queen’s Chancellor’s Scholarship; Masani Scholarship recipient; D.I. McLeod Dean’s List with Distinction each year

– Relevant Courses: Finance II (A+), Introduction to Finance (A+), Introduction to Financial Accounting (A+) and Managerial Statistics (A+)

– Exchange: Scheduled to complete the winter 2020 semester abroad at Bocconi University in Milan, Italy

Point Grey Secondary School Vancouver, British Columbia Dogwood Diploma 2012 – 2017

– Recipient of >30 awards and certificates including 7 graduation awards for academics, athletics, service and leadership; 92.4% graduating average


Evercore New York, New York Summer Investment Banking Analyst (Mergers & Acquisitions Division) Summer 2020

– Scheduled to complete a 10-week internship at Evercore, a leading independent investment bank

RBC Phillips, Hager & North Investment Management Vancouver, British Columbia Summer Analyst (Fixed Income Division) Summer 2019

– Completed a 16-week internship at RBC PH&N, an investment management firm with over $106B in assets under management

– Researched, analyzed and wrote a series of reports investigating credit investment opportunities across a variety of industries, largely in the investment-grade corporate bond market, assigned a credit rating to each opportunity and defended opinions to senior investment professionals

– Created and worked with comparative models in alternative markets, to identify important differences which may affect credit quality

– Attended and participated in the credit team’s macroeconomic strategy sessions to understand their reactionary and preemptive strategic actions

CAI Capital Management Co. Vancouver, British Columbia

Summer Analyst Summer 2018

– Completed a 14-week internship at CAI Capital Management Co., a private equity firm with $1.5B of invested capital over three decades

– Conducted thorough primary and secondary research to analyze companies and industries, helping assess the investment merits of potential acquisitions; presented findings directly to the investment team at bi-weekly meetings

– Developed a foundational knowledge of LBO modelling through practice under the supervision of an investment associate


Queen’s University Investment Counsel (QUIC) Kingston, Ontario Portfolio Manager, (Consumers) 2017 – Present


– Formulate and execute a sector-specific investment strategy, providing updates on sector developments, prospective and current holdings through investment memorandums, industry reports and holding analyses to present tri-weekly at QUIC public meetings

– Won the QUIC Deal Competition, acted as a mock M&A advisor in September 2018 on the Jean Coutu – Metro merger, presented a full transaction analysis to a panel of institutional investors; completed a similar assignment in September 2017 on the Kate Spade – Coach merger

– Perform and present detailed bottoms-up fundamental analysis of current and prospective holdings through DCF modelling, comparable multiples and qualitative methods, developed strong capabilities in S&P Capital IQ, Excel and PowerPoint

– Previous roles include Analyst (Consumers & Healthcare) and Junior Analyst (Generalist)

Queen’s University Conference on the Entertainment Industry (QCEI) Kingston, Ontario Sponsorship Coordinator 2018 – 2019

– Maintained and generated partnerships with corporations to acquire monetary and in-kind sponsorship to finance the conference

– Worked alongside a team of ~20 people to execute the operations of the 3-day conference with 130 delegates

Point Grey Secondary Micro Loans Club Vancouver, British Columbia

Founder and President 2015 – 2017

– Loaned over $1,200 to entrepreneurs in developing nations to fund their business initiatives while leading a team of ≈20 students

– Executed fundraising efforts and raised capital from both individuals and the student body, while coordinating with school administration


– Athletics: Captain of the BC U19 Women’s Ultimate Frisbee Team; member or captain of 23 competitive high school teams

– Student Government: Co-Chair of the Point Grey Graduation Committee (2017), Student Council VP (2016-2017)

– Scuba Diving: Frequently dive off the coast of the Big Island of Hawaii

Nicholas Gakena [email protected]

EDUCATION


– Cumulative GPA: 4.15/4.30; Dean's List with Distinction (top 10% of class)

– Relevant Courses: Calculus (A+), Elements of Computer Science (A+), Finance I/II (A+/A), Managerial & Financial Accounting (A+)

– Awards: Recipient of the John Nixon Scholarship; awarded for academic excellence, creativity, leadership, and involvement in extracurriculars

Edward Milne Community School Sooke, British Columbia Dogwood Diploma 2013 – 2017

– Academic Honor Roll; graduated with a 98% academic grade average (ranked 2nd/140 students)


The Blackstone Group New York, New York Summer Analyst (Infrastructure Private Equity) Summer 2020

– Scheduled to complete a 10-week internship with the investment team of Blackstone Infrastructure Partners in Summer 2020

InstarAGF Asset Management Toronto, Ontario Summer Analyst (Infrastructure Private Equity) Summer 2019

– InstarAGF is an infrastructure-focused private equity fund with ~$2.0B in AUM; completed a 17-week internship with the investment team

– Prepared various financial analyses and performed detailed research and due diligence to support investment memorandums for potential acquisitions

The Potential Group Toronto, Ontario Freelance Consultant March – May 2019

– The Potential Group is a boutique consultancy in Toronto, Ontario focused on advising for-profit and not-for-profit healthcare organizations

– Completed 2-month independent research project, conducting a competitive analysis for a homecare provider in Ontario with ~2,500 employees

Firm Capital Private Equity Realty Trust Toronto, Ontario Summer Analyst (Real Estate) Summer 2018

– FCPERT is a diversified real estate private equity firm with ~$800M in AUM; completed a 16-week internship with the investment team

– Built pro-forma returns analyses to evaluate and underwrite the financial feasibility of acquisitions

– Created internal asset valuation models for each of the firm’s public and private assets for the heads of acquisitions and asset management

– Select Transaction Experience: o $83 million joint-venture acquisition of retail portfolio

o Created detailed cash flow projections for a portfolio of 7 multi-tenant retail properties by analyzing lease terms, market rents, operating costs and potential financing scenarios

o Assisted with preliminary due diligence, such as reviewing leases, environmental and building condition reports


Queen’s University Investment Counsel (QUIC) Kingston, Ontario Junior Portfolio Manager (Technology, Media & Telecommunications) 2017 – Present

– Work with a team of students to manage a $1.4M portfolio of public equities on behalf of the Queen’s University Endowment Fund


– Participated in QUIC’s annual Deal Competition, acting as mock M&A advisor to Metro on its $4.5B acquisition of Jean-Coutu; presented case analysis and findings to a panel of judges from Burgundy Asset Management

Youth for Change Sooke, British Columbia President 2015 – 2017

– Youth for Change is an organization that helps youth pursue environmental sustainability and social-impact projects

– Raised over $4,000 for the purchase and installation of an electric vehicle charging station at local high school


– Proficiencies: S&P Capital IQ, FactSet, Python, Bloomberg Terminal, and Yardi Voyager

– Competition: Greentech Capital Advisors-QFAC Stock Pitch Competition – Finalist (2018) pitching Pentair Inc.

– Interests: Basketball; reading history, sociology, psychology and philosophy; camping and hiking

Ruby Harris 647.746.9982 | [email protected]

EDUCATION


– Academics: Cumulative GPA: 4.0/4.3; awarded Principal’s Scholarship for entrance average above 95%; D.I. McLeod Dean’s List Scholarship

– Relevant Courses: Finance I (A+), Management Accounting (A+), Managerial Economics (A+), Mathematical Analysis (A+)

St Mary’s CSS Pickering, Ontario Ontario Secondary School Diploma (OSSD) 2012 – 2015

– Cardinal Carter Award recipient; acknowledged as an Ontario Scholar for academic excellence; Honor Roll with Distinction


BC Partners New York, New York Summer Analyst Summer 2020

– Scheduled to complete a 13-week internship with BC Partners’ Private Credit group

InstarAGF Asset Management Toronto, Ontario Summer Analyst Summer 2019

– Completed a 17-week internship with InstarAGF, an infrastructure investment fund with ~$2.3B in AUM; the fund has a focus on middle market alternative investments and mezzanine debt opportunities

– Select Transaction Experience: o $35 million carve-out of U.S. FBO business

o Built initial LBO valuation including returns analysis and shareholder loan financing o Responsible for multiple diligence streams including the review of customer contracts, lease agreements, and quality of earnings reports

Paradigm Capital Toronto, Ontario Equity Research Summer Associate Summer 2018

– Completed a 17-week internship at a boutique investment bank supporting numerous teams in the coverage and initiation of Canadian equities

– Led the research and writing of an external report to determine the cause and examine the repercussions of a divergence between the Canadian and Australian gold sectors; included detailed analysis of free cash flow generation, commodity price correlation, and market characteristics

Monterra Farms Claremont, Ontario Barn Manager Summer 2017

– Managed all inventory and logistics requirements as well as the needs of over 50 clients for national competitions


Queen’s University Investment Counsel (QUIC) Kingston, Ontario Portfolio Manager, Healthcare 2018 – Present


– Formulate and execute a sector-specific investment strategy for the newly-formed Healthcare portfolio; perform security analysis and mentor a team of two analysts

– Participated in QUIC’s annual Deal Competition, acting as mock M&A advisor to Metro on its $4.5B acquisition of Jean-Coutu; presented case analysis and findings to a panel of institutional investors

Investors of Tomorrow Stock Pitch Competition Toronto, Ontario National Finalist Fall 2017

– One of six Queen's undergraduate students selected through a preliminary process to compete in national competition

– Presented thorough analysis to an industry panel consisting of an investment case with original theses and valuation

Investment Banking Valuation Program Kingston, Ontario Fellow 2017 – 2018

– Learned the fundamentals of precedent transactions, comparable companies, discounted cash flow and accretion/dilution analysis over a six-month period under the guidance of former Donaldson, Lufkin & Jenrette VP Blair Robertson

– Presented analyses tri-weekly to panels of finance professionals from investment banking and asset management firms


– Lacrosse: Varsity captain of the lacrosse team in grades 11 and 12; 2014 Provincial champions

– Community Outreach: Volunteer at Habitat for Humanity; Free the Children mission in Ghana, Africa

– Equestrian Show Jumping: International competitor in Canada, Germany, and the U.S.

– Long Distance Running: Completed the Toronto Marathon in May 2019

Garrett Johnston 647.519.9709 | [email protected]

EDUCATION


– 4.13/4.30 GPA; relevant courses: Calculus (A+), Financial Accounting (A+), Finance II (A+), Introduction to Finance (A+), Statistics (A+)

– Scheduled to complete winter 2020 semester on exchange in Nice, France

Upper Canada College Toronto, Ontario International Baccalaureate and Ontario Secondary School diplomas 2009 – 2015

– Scored 2270 (99th percentile) on the Scholastic Aptitude Test (SAT); competed on the varsity football team, and member of the investment club


Credit Suisse New York, New York Investment Banking Summer Analyst Summer 2020

– Scheduled to complete a 10-week internship in the firm’s Global Industrials Group – Paper, Packaging and Forest Products

Altas Partners Toronto, Ontario Summer Analyst Summer 2019

– Completed a 16-week internship at a private equity firm with ~$6B in AUM

– Assessed company-specific and industry-level primary and secondary research to conduct diligence on potential acquisition opportunities; analyzed data, compiled research and presented key findings directly to associates and directors

– Select Transaction Experience: o Buyout of DuBois Chemicals (Price Undisclosed)

▪ Analyzed company’s end-market mix and competitive positioning; conducted diligence on proposed tuck-in deals

Clarus Securities Toronto, Ontario Investment Banking Summer Analyst Summer 2018

– Clarus is an independent investment bank, with additional capacities in research and trading; during the first half of 2018, the firm completed $360M in underwritten equity deals across several industries

– Created marketing materials such as management overviews, company pitchbooks and investor teasers for clients

– Sourced key inputs for valuation tasks, including mapping financial figures and creating comparable company analyses

– Built presentations that were delivered to clients to outline the investment merits of identified acquisition targets

International Summer Camp Montana Crans-Montana, Switzerland Counsellor Summer 2017

– Coordinated activities and overnight alpine hiking trips as a counsellor in a highly multicultural environment for children aged 10 to 11 years old


Queen’s University Investment Counsel (QUIC) Kingston, Ontario Portfolio Manager (Energy & Utilities) 2018 – Present

– Work alongside a team of 33 undergraduate students to manage a $1.4M portfolio of Canadian and U.S. equities on behalf of the Queen’s University Endowment Fund and Mackenzie Investments

– Prepare investment memorandums and holding analyses to present at QUIC public meetings on a tri-weekly basis to aid in the security selection process and exploration of industry and macroeconomic trends

– Completed a 16-week summer training program with deliverables due bi-weekly; read extensively and wrote reports on independent investment ideas, market irrationality, economic moats and management incentives

– Acted as a mock M&A advisor in September 2018 on a recent deal; presented a full transaction analysis to a panel of institutional investors

Queen’s Trading Committee (QTC) Kingston, Ontario Co-Head 2017 – Present

– Served as an Analyst from 2017 – 2019; prepared educational presentations on topics such as discounted cash flow and comparable company analyses, which were then delivered to audiences of approximately 30 Queen’s students

– Selected as Co-Head in March 2019; responsible for hiring members, as well as for coordinating the club’s initiatives and weekly meetings


– Certifications: Completed the Canadian Securities Course (CSI/Moody’s Analytics) prior to beginning university

– Hockey: Competed in Jr. A hockey prior to university, playing for the French River Rapids (Nöelville, Ontario) and the Okanagan Eagles (Foxboro, Massachusetts); retired in 2016 due to a career-ending injury

– Additional Queen’s Involvement: Served as a Sponsorship Coordinator (2017-2019) for the Queen’s Conference on International Business, a student-run conference in Toronto to educate university students on the international business environment

– Languages/Citizenship: Fluent in French and English; dual Canadian/French (EU) citizen

Sebastian Weersink 647.967.6176 | [email protected]

EDUCATION


– Academics: Cumulative GPA of 4.14/4.30; recipient of the D.I. McLeod Dean’s List with Distinction Scholarship (top 10% of class) and the

M.C. Urquhart Book Prize in Economics

– Relevant Courses: achieved A+ in Finance I & II, Advanced Corporate Finance, Statistics, Economics, Financial & Managerial Accounting

– Exchange: Scheduled to complete winter 2020 semester abroad at Stockholm School of Economics in Stockholm, Sweden

Northern Secondary School Toronto, Ontario Ontario Secondary School Diploma 2013 – 2017

– Awarded the gifted and business certificates; enrolled in calculus (Advanced Placement) and financial securities courses


Bank of America Merrill Lynch Toronto, Ontario Investment Banking Summer Analyst Summer 2020

– Scheduled to complete a 14-week internship with the Investment Banking group at Bank of America Merrill Lynch

Ontario Teachers’ Pension Plan (OTPP) Toronto, Ontario Summer Analyst Summer 2019

– Completed an 18-week internship within the Private Capital division as a part of the Consumer & Retail and Healthcare groups at Canada’s

largest single-profession pension plan with $201.4B in assets

– Worked directly with principals and associates to evaluate investment opportunities through industry and company research, creation of valuation

models and preparation of presentation materials for internal investment committee

– Worked on deal team for OTPP’s acquisition of Orgain Inc. alongside Butterfly Equity; aided in industry and competitor research, production of

valuation materials and creation of final deck presented to investment committee

Turtle Holdings Toronto, Ontario Private Equity Summer Analyst Summer 2018

– Completed a 12-week internship at Turtle Holdings, a family private equity firm that focuses on acquiring lower middle-market businesses in

Southern Ontario

– Screened 250 prospective companies and generated 25+ acquisition targets per week, primarily in the industrials sector

– Prepared weekly memorandums to highlight the investment merits of niche industries, presented directly to a partner at the firm, investigated

100+ acquisition targets

– Conducted due diligence on transactions through industry and competitor research; attended diligence meetings with management teams

– Produced preliminary valuation materials for acquisition targets using leveraged buyout model analysis


Queen’s University Investment Counsel (QUIC) Kingston, Ontario Portfolio Manager, Metals & Mining 2018 – Present

– Work with a team of 33 students to manage a $1.4M portfolio of Canadian and U.S. equities on behalf of the Queen’s University Endowment

Fund and Mackenzie Investments

– Formulate and execute a portfolio-specific investment strategy for the Metals & Mining portfolio, performing security analysis and mentoring a

team of two analysts


– Acted as a mock M&A advisor in September 2018 on a recent deal, presenting a full transaction analysis to a panel of institutional investors

– Completed a 16-week summer analyst training program with deliverables due bi-weekly; read extensively and wrote reports on independent

investment ideas, market irrationality, economic moats and management incentives

Queen’s Private Capital Group (QPCG) Kingston, Ontario Project Manager 2019 – Present

– Provide pro-bono advisory services to private equity and venture capital firms with a team of 30 Queen’s students in the form of market research,

financial analysis and search mandates to identify investment opportunities

– Previously worked with Peloton Capital Management to provide research and analysis on niche industry verticals


– Athletics: Co-captain of high school varsity rugby team; qualified for provincial swimming championships (OFSAA) in grades 9 through 12

– Competitions: 1st at the 2017 Queen’s Case Competition; 1st at the 2016 DECA Toronto Financial Regionals event

– Lifeguarding: Worked as a lifeguard and swim instructor for multiple organizations for over 2 years

– Interests: NCAA college football, cycling, intramural soccer, military history, hockey

Henry Yu 343.333.9118 | [email protected]

EDUCATION


– Academics: Cumulative GPA of 4.06/4.30 (A+ in Finance, Financial Accounting, Management Accounting, and Managerial Statistics)

– Awards: Dean's List with Distinction (top 10% academic ranking) and Professor C.E. Law Commerce Scholarship

– Exchange: Scheduled to complete a semester abroad at the Audencia Nantes School of Management during the Winter of 2020

Hugh McRoberts Secondary Richmond, British Columbia B.C. Provincial Secondary School Diploma 2013 – 2017

– Awards: Presented with the Principal’s Honor Roll Award (2013 – 2017) for receiving A’s in all courses, the Sciences Naturelles Award (2014) for having the highest mark in the year, and the 2D Arts Award (2015) for developing a strong portfolio


Morgan Stanley Toronto, Ontario Investment Banking Summer Analyst Summer 2020

– Scheduled to complete a 10-week internship in the Investment Banking Division at Morgan Stanley

Ontario Teachers’ Pension Plan Toronto, Ontario Private Equity Summer Analyst Summer 2019

– Completed an 18-week internship within the Technology, Media & Telecom private equity group of Canada’s largest single-profession pension plan with $201.4B in net assets

– Worked directly with principals and associates to analyze private equity opportunities by researching industry cyclicality, reviewing confidential information memorandums, and conducting expert-calls

– Conducted supporting analyses through several valuation methods including leveraged buyout models, discounted cash flow, precedent transactions, and comparable company analyses to evaluate and execute two target bids valued at over $750M

Turtle Holdings Toronto, Ontario Private Equity Summer Analyst Summer 2018

– Completed a 12-week internship at Turtle Holdings, a family investment office focused on lower to middle market private equity buyouts

– Screened over 250 companies per week by using business directories to look for potential targets and generate leads for the team to evaluate

– Independently assessed 30 businesses and industries by modeling recurring revenue, company and industry cyclicality, and performing financial statement analyses

– Developed and presented comprehensive investment recommendations on 12 niche industries to a partner that resulted in the signing of two expressions of interest


Queen’s University Investment Counsel (QUIC) Kingston, Ontario Portfolio Manager (Financial Institutions Group) 2018 – Present

– Selected to work with a team of 33 undergraduate students to manage a ~$1.4M investment portfolio of Canadian and U.S. equities on behalf of the Queen’s University Endowment and the QUIC-Mackenzie Investments World Equities Fund

– Prepare investment memorandums and holding analyses on 10 portfolio companies within QUIC’s Financial Institutions Group sector

– Completed a 16-week summer analyst training program that involved writing reports on independent investment ideas, market irrationality, economic moats, and management incentives

– Acted as a mock M&A advisor to Metro on its $4.5B acquisition of Jean-Coutu at the 2018 QUIC Deal Competition, and presented a full transaction analysis to a panel of institutional investors who acted as judges

Queen’s Finance Association Conference (QFAC) Kingston, Ontario Sponsorship Director 2017 – Present

– Assisted in the development and operations of Canada’s leading undergraduate finance conference, which comprised over 90 delegates

– Worked with a team of seven to secure a sponsorship budget of ~$80,000 from over 30 distinguished financial institutions

– Promoted from sponsorship coordinator (2018) to sponsorship director, and will lead a team of five coordinators for QFAC 2019


– Languages: Fluent in English, French, and Mandarin

– Arts: Achieved The Royal Conservatory of Music level 9 in piano and awarded with second place at the Richmond Carving Show

– Sports: Placed third at the Volleyball BC Provincial Championships, consisting of the province's 16 top ranked teams

– Awards: Major Service Hours Award (awarded to those with 50+ hours of community service) for coaching the grade 9 boys volleyball team

– Work Experience: Taught swimming, first aid, and water safety to over 50 clients ranging from ages 5 to 50 for the OCanada Swimming School


Analysts

5

Tawfek Abdelwahed 905.429.9712 | [email protected]

EDUCATION

Queen’s University 2018 – Present Bachelor of Commerce (Honours) Kingston, Ontario

– Academics: GPA: 4.25/4.30; Dean’s List with Distinction (top 10% of class), Sutton Award ($18,000), Principal’s Scholarship ($6,000)

– Investment Banking Valuation Program: Learned fundamentals of precedent transactions, comparable companies, discounted cash flow, mergers & acquisitions, accretion/dilution and leverage buyout analysis; presented analyses to panel of finance professionals tri-weekly

– Relevant Courses: Finance (A+), Financial & Management Accounting (A+), Calculus (A+), Economics (A+), Organizational Behaviour (A+)

Courtice Secondary School 2014 – 2018 Ontario Secondary School Diploma Courtice, Ontario

– Recipient of Governor’s General Award for graduating 1st out of 150 students with a 98.13% acceptance average


Altas Partners Summer 2020 Private Equity Summer Analyst Toronto, Ontario

– Scheduled to complete a 16-week internship with investments team at a Canadian private equity firm with ~$7B in AUM

Firm Capital Organization Summer 2019 Summer Analyst Toronto, Ontario

– Completed a 16-week internship with investments team of a ~$1.5B real estate private equity firm

– Built pro-forma returns analyses to evaluate and underwrite financial feasibility of acquisitions through accretion/dilution analysis

– Created valuation models for ~$50M AUM capital markets division to evaluate portfolio companies and potential debt/equity investments

– Select Transaction Experience: o $266M co-ownership acquisition of retail portfolio across Ontario and Quebec with First Capital Realty

▪ Developed a detailed financial model for a portfolio of retail properties

▪ Performed preliminary due diligence, such as reviewing environmental and building condition reports

TBT Tutoring 2018 – 2019 Chief Executive Officer Oshawa, Ontario

– Founded a tutoring company guiding students ages 6-18 in Math, Computer Science, and English with diverse learning needs to improve work ethic and study habits through private sessions; resulted in students’ grades increasing by an average of 15%

– Attained a $3,000 start-up grant and mentorship (Summer Company Award) through a youth Government of Ontario development initiative

– Generated $25,000+ in revenue and $15,000+ in profit while employing 2 employees over 12 months


Queen’s University Investment Counsel (QUIC) 2018 – Present Analyst (Industrials) Kingston, Ontario

– Selected to work with a team of 33 students to manage a $1.4M portfolio of Canadian and U.S. equities on behalf of the Queen’s University Endowment Fund and QUIC-Mackenzie Investments World Equities Fund

– Prepare investment memorandums and holding analyses to present at QUIC public meetings on a tri-weekly basis to aid in security selection

– Acted as a M&A advisor to Metro on its $4.5B acquisition of Jean-Coutu presenting a full transaction analysis to a panel of institutional investors at Burgundy Asset Management (2018); presented a detailed M&A analysis of Conagra’s acquisition of Pinnacle (2019)

– Completed a 16-week analyst training program with deliverables due bi-weekly; read extensively and wrote reports on independent investment ideas, market irrationality, economic moats, management incentives and valuation

– Previously served as a junior analyst in a generalist role, rotating weekly through each of QUIC’s 7 sector teams

CREO Solutions 2018 – Present Project Manager Kingston, Ontario

– Manage a team within a student-run consultancy under mentorship of advisors from McKinsey and Co. and The Boston Consulting Group

– Collaborated with a cross-functional team of 6 people to complete deliverables including a research document with industry insights, end-to-end strategy evaluation and a pricing analysis and recommendation to bring a national consumer good to market within a $150,000 budget

– Worked with a group of 5 people to provide co-marketing solutions with financial institutions across North America and Europe to a technology start-up that raised $15M+ in series A funding and $30M+ in series B funding


– Technical Skills: S&P Capital IQ, Bloomberg, FactSet, ThinkCell, Java, VBA, Python, Yardi Voyager

– Leadership: Selected as a Teaching Assistant to Dr. Peter Sephton for Statistics to assist with developing course content and teaching students

– Volunteering: Travelled to Puerto Plata, Dominican Republic to assist in construction/furnishing of single-family homes

– Interests: Entrepreneurship, languages (Arabic, French), mental health awareness, guitar, basketball, weightlifting

Shivam Aggarwal 613.854.1250 | [email protected]

EDUCATION


– Academics: Cumulative GPA: 4.26/4.30; D.I. McLeod Dean's List with Distinction (top 10% of class)

– Relevant Courses: Business Management (A+), Financial Accounting (A+), Mathematical Analysis (A+)

– Awards: Jean C. Scace Memorial Scholarship, awarded to 1 Commerce student based on academic excellence in first year

Bell High School Ottawa, Ontario Ontario Secondary School Diploma 2014 – 2018

– Academics: Silver Medalist (90%+ average) in all 4 years of high school; cumulative 97% average

– Awards: Earned academic subject awards in areas of Math, English, History, Science and Business


Fremont Private Holdings New York, New York Incoming Summer Intern Summer 2020

– Scheduled to complete a 10-week internship at Fremont Private Holdings, the direct private investment arm of the Fremont Group, the investment office for the Bechtel family

Iversoft Solutions Ottawa, Ontario Business Analyst Summer 2019

– Completed 16-week internship at a full stack digital agency working on various projects for the games department, the product department and the project management team

– Conducted in-depth research into the mobile advertising space and recommended 2 strategic initiatives to augment the monetization strategy of Iversoft’s suite of mobile solitaire games, both of which were implemented

– Spearheaded writing of Canadian Media Fund application seeking funding to develop a commercial virtual reality game; carried out market analysis, developed revenue model, and highlighted the game’s future market position and competitive advantages


Queen’s University Investment Counsel (QUIC) Kingston, Ontario Analyst (Metals & Mining) 2019 – Present



– Completed a 16-week summer analyst training program with deliverables due bi-weekly; read extensively and wrote reports on independent investment ideas, economic moats and management incentives

– Presented a detailed M&A analysis on Pinnacle Food’s $10.9B sale to Conagra Brands with a team of 4 mock advisors to a panel of institutional investors

CREO Solutions Kingston, Ontario Managing Director 2018 – Present

– Manage CREO Solutions, a student-run consultancy serving businesses across North America, overseeing the client acquisition pipeline and

ensuring the successful delivery of all client work by supporting project managers and consultants

– Select Project Experience:

o Led a team of 5 students on a growth strategy project for a Toronto-based practice management solution; conducted rigorous analysis

into potential vertical and geographic expansion opportunities culminating in a recommendation to expand into 2 verticals and 5

countries

o Developed a 50+ page Confidential Information Memorandum with a team of 5 students, as sell-side advisors, for a Toronto-based

software enterprise; completed industry analysis, identified key investment merits and prepared discussion materials presentation


– Sports: Varsity High School Tennis (MVP); Varsity High School Golf (MVP); currently play on intramural touch football and basketball teams

– Distinctions: Achieved score in the 99th percentile on SAT; 2nd place in RBC x QUIC Stock Pitch Competition

– Conferences: DECA International Career Development Conference (2018); Wharton Sports Business Academy (Summer 2017)

– Community Outreach: Tutor for students in grade 6-10 mathematics; candidate for Certificate of Social Impact at the Smith School of Business

– Interests: Closely following the NBA, NFL, and NHL, travelling, and politics

Jamie Bennett 778.847.7606 | [email protected]

EDUCATION


– Academics: Cumulative GPA of 3.91/4.30; Queen’s Excellence Scholarship; D.I. McLeod Dean’s List

– Relevant Courses: Finance (A), Managerial Accounting (A+) and Mathematical Analysis for Management (A+)

Highland Secondary Comox, British Columbia Dogwood (High School) Diploma 2014 – 2018

– Gold Honour Roll; Awarded as Top-10 student 2015-2018; 94% graduating average


Ontario Teachers’ Pension Plan (OTPP) Toronto, Ontario Private Equity Summer Analyst Summer 2020

– Scheduled to complete an 18-week internship within the Private Capital, Direct Investing team of Canada’s largest single-profession pension plan

Georgian Partners Toronto, Ontario Growth Equity Summer Analyst Summer 2019

– Completed a 14-week internship on the investment team of Georgian Partners, a $1.5B growth equity fund focusing on applied and conversational artificial intelligence

– Built SaaS metrics, comparable company and precedent transaction analyses, and operating models for five transactions

– Performed and led in-depth market research and expert calls for the industrial cybersecurity, conversational chatbot, and fintech markets

– Assisted in creation of synergy models and research reports to evaluate strategic M&A opportunities for two portfolio companies

– Select Transaction Experience: o $45M Series-B funding round for Shipwell (logistics technology company)

o Built comparable company, precedent transaction, and customer cohort analysis; assisted with diligence including in-depth market research, market calls, customer calls, legal proceedings, and analyses of organizational strength

MNP LLP Vancouver Island, British Columbia Summer Analyst Summer 2018

– Completed an 8-week internship at MNP LLP, a large national chartered accountancy and business advisory firm


Queen’s University Investment Counsel (QUIC) Kingston, Ontario Analyst (Energy & Utilities) 2018 – Present


– Prepare investment memorandums regarding portfolio performance and industry trends for the Energy & Utilities team to be presented at public QUIC meetings on a tri-weekly basis

– Acted as a mock M&A advisor to Pinnacle Foods at the 2019 QUIC Deal Competition; presented a full transaction analysis to a panel of institutional investors

– Completed a 16-week summer training program with deliverables due bi-weekly; read extensively and wrote reports on independent investment ideas, market irrationality, economic moats, and management incentives

– Previous roles include Junior Analyst (Generalist)

Queen’s Private Capital Group Kingston, Ontario Analyst 2019 – Present

– Work with a team of 30 Queen’s students to provide pro-bono advisory services to private equity and venture capital firms; conduct market research, perform financial analysis and search mandates to identify investment opportunities

– Selected for role from 80+ students after evaluating and presenting The Blackstone Group’s majority acquisition of Thomson Reuters’ F&R unit


– Additional Involvement: Queen’s Finance Association Conference (Education Coordinator)

– Conferences & Competitions: Burgundy Asset Management Stock Pitch Competition, Capitalize for Kids (C4K) Student Investing Challenge, Fidelity Investments “A Class by Themselves” Event, and Investors of Tomorrow Stock Pitch Competition (Finalist)

– Sports: Former varsity basketball athlete, helped secondary school senior team to a first-place division finish and a top 5 finish at the Vancouver Island Championships; Current intramural basketball and club soccer athlete; avid skier and hiker

– Entrepreneurship: Created an online business through researching specialty items and negotiating with buyers and sellers on online platforms to acquire and resell these specialty items for profit; generating over $10,000 in revenue with a ROI of 41%

– Community Outreach: Volunteer at The Views Residential Care (200+ hours), Comox Valley Soup Kitchen and Pedalheads Bicycle Camp

– Interests: Professional and NCAA football and basketball, poker, strategy board games, Model United Nations, vinyl collecting

Max Bernardi 647.985.3183 | [email protected]

EDUCATION


– Academics: GPA: 3.99/4.30; Principal’s Scholarship and D.I. McLeod Dean’s List Scholarship recipient

– Relevant Courses: Business Management (A), Business Decision Models (A+), Financial and Management Accounting (A+), Finance I (A)

University of Toronto Schools Toronto, Ontario Ontario Secondary School Diploma 2014 – 2018

– Recipient of Langford Rowell Scholarship in recognition of outstanding character, scholarship and athletic ability


CIBC Wood Gundy Toronto, Ontario Administrative Assistant Summer 2019

– Completed a 14-week internship at CIBC Wood Gundy as an administrative assistant

– Produced detailed client portfolio updates, that were presented at annual meetings to inform clients about their current holdings

– Prepared daily commission and activity reports that were used by investment advisors to track client account activity and performance

– Developed Excel macros to organize large data sets of asset manager holdings, used to monitor exposure across different sectors and geographies. After its implementation, the macro saved approximately one hour of manual work per quarter

– Trained a new administrative assistant that was hired during my internship to take over my responsibilities at the end of summer

Salvation Army Toronto, Ontario Sports Director Summer 2017 & 2018

– Designed and led sports classes for the Salvation Army’s summer camp for children ages 3-14, 80% of which were non-English speaking

– Led a team of 8 other counsellors to organize and implement a variety of physical activities for 150+ children 4 times per week

– Increased enrollment of the sports section by 80% within 4 months by building trust and camaraderie with parents and children

– Acted as a touchpoint for parents by answering all questions and describing upcoming activities such as theme days and field trips

– Led a team of counsellors in organizing a group of 30 children with varying levels of English proficiency on a field trip to downtown Toronto


Queen’s University Investment Counsel (QUIC) Kingston, Ontario Analyst (Financial Institutions) 2019 – Present


– Prepare investment memorandums and holding analyses to present at public QUIC meetings on a tri-weekly basis to aid in the security selection process and exploration of industry trends; analyze stocks in the FIG portfolio with an AUM of ~$350,000

– Completed a 16-week summer analyst training program with deliverables due bi-weekly that included reports on independent investment prospects, market irrationality, economic moats, and subsector deep-dives

– Presented a detailed M&A analysis on a recent transaction with 4 mock advisors to a panel of institutional investors

Queen’s Finance Association Conference (QFAC) Kingston, Ontario Spoonsorship Co-ordinator 2019 – Present

– Work with a group of students at Queen’s to plan and execute Canada’s most prestigious undergraduate finance conference attracting over 90 delegates from universities across North America

– Maintain relationships with institutional sponsors and develop creative plans to meet all the needs of the sponsors while balancing logistics

University of Toronto Schools Varsity Hockey Team Toronto, Ontario Captain 2016 – 2018

– Led high school varsity hockey team to first city finals appearance in decades

– Trained and developed the skills of six new hockey players; acted as mentor by building their on-ice confidence

– 2015 TDCAA silver medalist; named high school MVP in 2018 in recognition of extraordinary performance, dedication, and teamwork


– Athletics: Assistant Captain in Greater Toronto Hockey League with 10 year playing history; intramural hockey player at Queen’s University. Recipient of Frank D. Smith Midget A Scholarship recognizing a player who achieves a high standard of excellence academically and in hockey

– Interests: Italian cooking and personal wellness, including meditation and personal fitness

– Languages: Moderate proficiency in French

– Travel: Tokyo, Sydney, Italy and numerous countries in South America; most recently enjoyed a fishing trip with family in Thunder Bay

– Other: Avid wakeboarder; passionate about the National Basketball Association and the National Hockey League

James Boulter 226.668.1557 | [email protected]

EDUCATION

Queen’s University Kingston, Ontario Bachelor of Commerce 2017 – Present – Academics: D.I. McLeod Dean’s List (2018), U-Sports Academic All Canadian Student-Athlete (2018), Excellence Entrance Scholarship – Relevant Courses: Financial Accounting (A+), Introduction to Finance (A), Principles of Economics (A) – International Exchange: Scheduled to complete winter 2020 semester abroad at Universidad Carlos III de Madrid in Spain


Burgundy Asset Management Toronto, Ontario Intern Analyst September 2019 - Present – Currently working remotely for the U.S. Large Cap team on select projects; scheduled to return summer 2020

Summer Analyst Summer 2019 – Completed a 17-week internship within Burgundy’s 30-person investment team, working with the U.S. Large Cap and Canadian Large Cap teams – U.S. Large Cap: Select Project Experience

o Cruise Line Industry § Independently researched and led the construction of a new file on the North American cruise line industry § Assessed the competitive positioning, corporate strategies and management teams of the three industry leaders § Created a 14-year, three-statement historical financial model to determine industry cyclicality, profitability and operating leverage

o Defense Industry § Analyzed a recent merger involving a core portfolio company; created a 52-page report detailing transaction terms, strategic rationale,

potential for synergies and the financial profile of the merged entity – Canadian Large Cap: Select Project Experience

o Auto Parts Manufacturing Industry § Independently researched and led the construction of a new file on a large Canadian auto parts manufacturer § Profiled the company’s historic evolution and assessed its current investment merits through the use of regulatory filings and

conversations with industry experts § Compiled 60 years of data on North American population and household growth, auto sales, auto ownership, and auto scrappage

rates to create a forecast for normalized future auto production levels § Presented findings to Burgundy’s Chief Investment Officer, Director of Research, and the Canadian Large Cap team

RBC Royal Bank Owen Sound, Ontario Client Advisor Summer 2018 – Completed an 18-week internship in the Personal and Commercial Banking division; received a summer 2019 return offer – Delivered professional and insightful service to over 50 clients on a daily basis, concluding internship with:

o $570,000 in referred business to mortgage and investment specialists, exceeding intern role expectations o $150,000 in secured client investment purchases, surpassing assigned summer sales targets

– Received client satisfaction survey scores of 100% each month; regionally recognized by management for retailing excellence


Queen’s University Investment Counsel (QUIC) Kingston, Ontario Analyst (Consumers) 2019 – Present – Work with a team of 33 students to manage a $1.4M portfolio of Canadian and U.S. equities on behalf of the Queen’s University Endowment

Fund and Mackenzie Investments – Prepare investment memorandums, stock pitches, and holding analyses for the ~$160,000 Consumers portfolio to present at QUIC public

meetings on a tri-weekly basis

Queen’s Varsity Swim Team Kingston, Ontario Varsity Athlete 2017 – Present – Train 7 times per week throughout the academic year (14 hrs/week); represent Queen’s at collegiate swim meets across Ontario – 2019 OUA Swimming Championships finalist (200m Backstroke); 4-time national and provincial level finalist before competing with Queen’s

Oil Thigh Designs (OTD) Kingston, Ontario Business Consultant 2019 – Present – Internal consultant for a retail business generating annual revenues over $160,000 with all net proceeds donated to charitable organizations – Analyzed customer base interests through online questionnaire; developed first-ever OTD newsletter aimed at increasing y/y in-store sales


– Professional Certifications: Canadian Securities Course (CSI / Moody’s Analytics) completed in summer 2018 – Volunteering: Rotary Club of Wiarton community volunteer, Conservative Party of Canada riding association member – Interests: Piano (Grade 8 Royal Conservatory of Music certified pianist), classic rock & blues music history, travelling, biographies, podcasts

Will Cao 613.413.1109 | [email protected]

EDUCATION


– Academics: awarded with Principal’s Scholarship; D.I. McLeod Dean’s List with Distinction (top 10%), nominated for the Chancellor’s C.A. Dunning Scholarship for outstanding academic performance amongst second-year courses

– Relevant Courses: Business Decision Models (A+), Finance I&II (A+), International Business (A+) and Managerial Economics (A+)

– Exchange: Scheduled to complete winter 2020 semester abroad at IE School of Business in Madrid, Spain

Colonel-By Secondary School Ottawa, Ontario International Baccalaureate 2013 – 2017

– Completed IB diploma with a score of 43/45, achieving the 99th percentile of all candidates worldwide


CPP Investment Board Toronto, Ontario Summer Analyst Summer 2020

– Scheduled to complete a 16-week internship with CPP Investment Board with the Direct Private Equity team

Burgundy Asset Management Toronto, Ontario Summer Analyst Summer 2019

– Completed a 17-week internship with Burgundy Asset Management, a global investment manager with $34B in AUM

– Independently screened, researched and presented a 34-page report on an emerging markets exchange to the firm CIO and PM, ultimately determining that the strength of the economic moat was sustainable at a cheap valuation, leading to a $500k buy position

– Prepared a 40-page report on a sports apparel distributor in Hong Kong assessing the competitive positioning of its brand, distribution network, and intrinsic value to ultimately determine the fashion risk was too high

Hong Kong Exchanges and Clearing Limited (HKEX) Central, Hong Kong Market Development Intern Summer 2018

– Selected as one of 40 summer interns out of pool of 5,000; youngest intern and sole successful Canadian candidate

– Chosen by Sector Head to lead a team of 5 in creating a business case to present the strategic feasibility of developing an HKEX-based Central Securities Depository and mitigating the risk of an opening Chinese market

– Developed a deep-dive report based on financial data regarding economic conditions in Malaysia and major competitors; report was presented to senior VP and resulted in an increased transaction volume of 87% from a Malaysian bank client

Ü-Gro Ottawa, Ontario CEO Summer 2018

– Founded the company Ü-Gro to develop a solution regarding food insecurity within Canada's metropolitan regions

– Spearheaded and led a team of 15 to design, create and market a vertically-integrated garden to pitch in front of Lakehead University; received $8,000 in funding and generated $12,000 in revenue upon integration of the product within the university


Queen’s University Investment Counsel (QUIC) Kingston, Ontario Analyst (Healthcare) 2019 – Present

– Work with team of 33 students to manage a $1.4M portfolio of Canadian and U.S. equities on behalf of the Queen’s University Endowment Fund

– Collaborate with a team of 3 students to prepare stock pitches and investment memorandums to present at QUIC’s public meetings, aiding in the security selection process for the Healthcare sector’s inaugural year

– Completed a 16-week summer analyst training program consisting of reading extensively on investing, building financial models and writing reports on independent investment ideas, market irrationality, economic moats and management incentives

Commerce Executive on Orientation Kingston, Ontario Leadership Director 2018 – Present

– Directed the hiring process of 260 students, selecting and independently training 64 leaders in successfully transitioning the Class of 2022

– Spearheaded a charitable campaign that raised an accumulated $20,000 and 10,000 social media views, increasing reach by 80% YoY

– Revamped an education program to teach orientation leaders in a TED-talk format on topics including humility, resilience, failure, accessibility, diversity, and teambuilding to 64 students


– Athletics: Rowing – 1st nationally of 85 teams, 14/306 internationally, rowing captain; OFSAA rugby team captain, provincial record-holder

– Languages: Business proficiency in French (DELF B2) and Mandarin (International Certificate)

– Arts: Piano ARCT, 2017 Kiwanis Ontario 2nd place, OCDSB Slam Poetry Finalist “I remember”, Young at Art 2017 Acrylics Award “Home”

– Interests: Krav Maga, producing electronic dance music, psychology, teaching, oil painting, football, hockey, backpacking

Allen Chen 647.459.7008 | [email protected]

EDUCATION


– Cumulative GPA of 4.20/4.30; recipient of Principal’s Scholarship; D.I. McLeod Dean’s List with Distinction (top 10% of program)

York Mills Collegiate Institute Toronto, Ontario Ontario Secondary School Diploma 2015 – 2018

– Final average of 95.9% (top 1% of Graduating Class); 1st in class for Accounting, Business Management and Computer Science


Snap Marketing Toronto, Ontario Founder 2019 – Present

– Digital marketing agency that specializes in improving the customer journey through website optimization and email marketing

– Acting as an advisor for large ($10MM+) health & beauty brand in executing its digital transformation strategy through analysis of online customer journey and website, and developing a comprehensive email marketing platform

Lytec Toronto, Ontario Co-Founder 2018 – Present

– Created home décor company that focuses on developing technology-integrated products, leading a team of 4 through the conceptualization and production of products with the flagship product being a remote controlled, ambient lighting cloud lamp

– Responsibilities include financial management, business development, marketing and product development; generating $20,000 annual revenue

Mosaic Manufacturing Toronto, Ontario Business Development & Marketing Summer Intern Summer 2019

– Startup that creates hardware and software to enable multi-color, multi-material 3D printing for single-extrusion 3D printers

– Helped manage and optimize all sales (Shopify, Amazon, distributors) & marketing (CRM, email, social media) channels; worked closely with CEO & COO to explore new business avenues (e.g. education initiatives) and develop growth department roles for incoming full-time hires

– Created automated sales and marketing processes contributing to 35% increase in company revenue and 28% increase in conversion rates


Queen’s University Investment Counsel (QUIC) Kingston, Ontario Analyst (TMT) 2019 – Present

– Work with a team of 33 students to manage a $1.4M portfolio of Canadian and U.S. equities on behalf of the Queen’s University Endowment Fund and Mackenzie Investments; completed rigorous 16-week training program with biweekly deliverables

– Presented a detailed M&A analysis on a recent transaction with a team of 4 mock advisors to a panel of institutional investors

CREO Solutions Kingston, Ontario Project Manager 2019 – Present

– Student-run consultancy that serves SMEs in Canada, with advisory provided by McKinsey, Boston Consulting Group, and Bain consultants

– Currently working with a high-end clothing retailer to devise a D2C marketing strategy in transitioning from a niche to a mainstream brand

– Previously performed analysis for one of North America’s largest adult sports league managers to determine areas of optimization and automation

Queen’s Case Competition Union (QCCU) Kingston, Ontario Competitor 2019 – Present

– Selected as 1 of 5 from the class of 2022 to officially represent Queen's University in national and international case competitions; completed a year-long onboarding program through practice case competitions and internal training

– Scheduled to compete at two international case competitions for the 2019-2020 season: JMUCC (Montreal) and CIBCC (Thailand)

YMCI Robotics Team Toronto, Ontario Founder and Captain 2016 – 2018

– Conducted thorough competitive landscape research and created a detailed proposal presented to school admins; secured $6,000 in funding

– Oversaw and led a team of 20 through the planning, developing, strategizing and preparation process for the competition, placing in the top 10% of 500+ teams and competing in the Ontario Provincial VEX Competition

Zentus Co. Toronto, Ontario Chief Executive Officer 2017 – 2018

– Led a team of 30 students across 7 departments in a mental health awareness company created to improve the wellbeing of others

– Organized a conference with four speakers talking extensively about their unique career paths; 80+ paid attendees across three school boards


– 2020 Cansbridge Fellow, 1 of 18 (<2.4% acceptance rate) sponsored undergraduate students selected to complete an internship in Asia

– Began investing in cryptocurrencies in 2013 and equities in 2016, generating 100x return on investment with $1,000 initial capital

– Avid outdoorsman and camping enthusiast; strong interest in volleyball, badminton, soccer, ping pong and snowboarding

Nikola Cugalj 613.614.5304 | [email protected]

EDUCATION


– Academics: Cumulative GPA of 3.73/4.3; D.I. McLeod Dean’s List

– Relevant Courses: Financial Accounting (A), Financial Mathematics (A), Business Management (A)

St. Pius X Secondary School Ottawa, Ontario Ontario Secondary School Diploma 2014 – 2018

– Achievements: Academic Honor Roll, French Immersion certificate

– Athletics: Senior Boys Basketball Athlete


Burgundy Asset Management Toronto, Ontario Incoming Summer Analyst Summer 2020

– Scheduled to complete 16-week internship as an equities analyst

Turtle Holdings Limited Toronto, Ontario Private Equity Summer Analyst Summer 2019

– Conducted due diligence to evaluate and execute a $50M+ on-going deal

– Created four LBO model to assess maximum purchase price while maintaining target IRR and MOIC return thresholds

– Generated and assessed 800+ leads for potential acquisitions of businesses in Ontario and assisted in outreach

– Assessed 15+ CIM’s to explore intricacies about the businesses and determine the viability of pursuing a deal

Weedman Ottawa, Ontario Sales Associate Spring 2018

– Sold lawn care services door-to-door in assigned neighborhoods; collaborated with group member to optimize conversion rates

– Generated ideas for supervisors to solve inefficiencies in sales process: created new script to achieve higher success rate

– Increased average number of services sold per day by 65% within the first month


Queen’s University Investment Counsel (QUIC) Kingston, Ontario Analyst (TMT) 2019 – Present


– Maintain equity coverage of the Technology, Media, and Telecommunications sector by creating reports on key industry trends and constructing financial models for security analysis

– Performed as a mock M&A advisor to Pinnacle Foods during its $10.9B acquisition by Conagra Brands at the 2019 QUIC Deal Competition; presenting a full transaction analysis to a panel of institutional investors at Burgundy Asset Management Ltd.

Team Canada, Queen’s Varsity Water Polo, Ottawa Titans Kingston, Ontario Athlete 2009 – Present

– Selected to represent Canadian U18 National Water polo Team in the 2018 World Championships hosted in Szombathely, Hungary; trained 50+ hours a week for 8 weeks in preparation

– Competed with Queen’s Varsity Water Polo Team; led team to 2nd place finish at OUA finals during 2018 season

– Played for Ottawa Titans water polo club for 10 years; trained 5+ times a week for last 4 years

Royal Conservatory of Music Kingston, Ontario Pianist 2009 – 2018

– Prepared 6-piece repertory and practiced 10+ hours a week to complete RCM exam with honors each year

– Studied music theory and completed intermediate level of theory; received numerous awards in piano competitions

– Served as a piano tutor and helped kids develop basic technical piano skills; communicated simplified concepts


– Awards: 1st place at Kiwanis Music Festival, Quest for Gold recipient, Ottawa Titans: Athlete & Team of the Year

– Interests: Architecture, music, basketball, soccer, travel, entrepreneurship

– Languages: Fluent in English, French (DELF B2 French certification), Serbian

– Distinctions: Named one of six finalists at RBC-QUIC Stock Pitch Competition

– Leadership: Selected from 200+ applicants to welcome the 100th Commerce Class as one of 64 orientation leaders at Queen’s in September 2019

– Conferences: Queen’s Real Estate Investment Conference, Queen’s Entrepreneurship and Innovation Conference

Karan Goyal 613.724.0140 | [email protected]

EDUCATION


– Academics: Cumulative GPA: 4.04/4.30; Excellence Scholarship Recipient, Commerce 1993 Award, Chancellor’s Award Nominee

– Relevant Courses: Introduction to Financial Accounting (A+), Managerial Statistics (A+), Elements of Computer Science (A+)

– Other: Completed the Investment Banking Valuation Program under the guidance of former Donaldson, Lufkin & Jenrette VP Blair Robertson

West Carleton Secondary School Ottawa, Ontario Ontario Secondary School Diploma 2014 – 2018

– Ontario Academic Scholar, Honour Roll with Distinction, Founder of the Entrepreneurship Club and DECA Chapter


InstarAGF Asset Management Toronto, Ontario Incoming Summer Analyst Summer 2020

– InstarAGF Asset Management is an infrastructure investment fund with ~$1B in AUM

– Scheduled to complete an 18–week internship working directly under firm partners

Turtle Holdings Limited Toronto, Ontario Private Equity Summer Analyst Summer 2019

– Completed a 12-week internship at Turtle Holdings, a family investment office focused on lower-middle market buyouts

– Analyzed future trends and the competitive climate of the logistics industry as part of due diligence for a $50+M deal

– Built four LBO models to assess ability-to-pay while maintaining MOIC and IRR thresholds for potential acquisition targets

– Sourced over 1,000 leads for potential acquisitions in Ontario and prepared customized contact approaches for several selected targets

Valitas Capital Partners Toronto, Ontario Junior Investment Banking Analyst Winter 2019

– Selected as 1 of 7 analysts from a pool of 300 candidates to work remotely at a Canadian boutique advisory firm focused on sell-side transactions

– Developed deal summaries, pitch books, M&A reports, and client lead lists for the company executives and the website


Queen’s University Investment Counsel (QUIC) Kingston, Ontario Analyst (Financial Institutions) 2019 – Present


– Prepare investment memos and reports regarding sector portfolio performance and news events; present findings on a tri-weekly basis at QUIC public meetings

– Completed a 16-week summer analyst training program with deliverables due bi-weekly; read extensively and wrote reports on independent investment ideas, market irrationality, economic moats and management incentives

– Presented a detailed M&A analysis on a recent transaction with a team of 4 mock advisors to a panel of institutional investors

Queen’s Trading Committee (QTC) Kingston, Ontario Co-Chair 2020 – Present

– Selected as one of three executive members to lead a team of 20 students and enrich the finance knowledge of the Queen’s community

– Directly in charge of running an analyst training program, school-wide trading competition, speaker events, and weekly meetings

Analyst 2018 – 2020

– Selected as 1 of 3 first year representatives, and subsequently promoted to analyst

– Responsible for the preparation of educational presentations on stocks or finance-related news events; presented to approximately 30 students

Queen’s Commerce Society (ComSoc) Kingston, Ontario Intern to the CFO 2018 – 2019

– ComSoc manages and allocates incoming student fees, totaling over $200,000 annually for 50+ extra-curricular committees

– Interacted with over 50 committee chairs to organize reimbursements for club expenses and discuss revenue generation ideas


– Athletics: Played soccer with the West Ottawa Soccer Club for 7 years and coached a U10 team for 3 years

– Entrepreneurship: Created an accessories company and a footwear company that collectively earned $25,000 in revenues from 2013 to 2017

– Interests: Electric guitar, hiking, sports cars, philosophy, and the National Basketball Association

– Volunteering: Completed over 250 hours with the Canadian Cancer Society, Chartwell Homes, Heart and Stroke Foundation and WE Charity

– Other: Participated in the 10 week-long Goldman Sachs 2019 Summer Insight Series; scheduled to attend the Queen’s NYC Trip in March 2020

Alice He 647.969.8995 | [email protected]

EDUCATION


– Academics: Cumulative GPA: 4.21/4.30; Chancellor’s Scholarship ($36,000) for major academic achievement, original thinking and leadership; D.I. McLeod Dean’s List with Distinction

– Relevant Courses: Differential & Integral Calculus (A+), Finance I & II (A+), Intro to Mathematical Analysis for Management (A+), Accounting I & II (A+) and Statistics (A+)

– Exchange: Scheduled to complete winter 2020 semester abroad at Sciences Po in Paris, France

York Mills Collegiate Institute Toronto, ON Ontario Secondary School Diploma 2013 – 2017

– York Mills Trophy (school’s highest award) for outstanding academic achievement and community service; proficiency awards (highest course average) for English, Financial Accounting Principles and World History Since the 15th Century


Deloitte Toronto, ON Summer Analyst, Financial Advisory (Infrastructure and Project Finance) Summer 2019

– Complete 16-week internship to support advisory services for public and private sector infrastructure projects, with a focus on renewable energy and emerging markets sectors

– Collaborated with four fellow female interns, Deloitte Canada’s lead recruiter and IAPF Women’s Group to conceptualize and facilitate forum for women across all firm levels to discuss Imposter Syndrome and create actionable strategies to instill confidence in young female interns

– Project 1: Cost Review of Renewable Project and Asset Decommissioning for Independent System Operator o Led and conducted in-depth research using publicly available information to identify potential market sounding participants; within

two-day time constraint, located 12 developers and respective renewable energy projects fulfilling client criteria and asset specifications o Assisted in NPV financial analysis of 15 lease agreements and interest payments on debt to assess appropriate land-owners’

compensation; presented key findings of the NPV lease and debt analysis in PowerPoint deck for client

– Project 2: Business Development, LATAM Hydroelectricity o Collaborated with fellow analyst to conduct industry deep-dive on hydroelectricity assets and transmission lines in major Latin

American countries for client interested in acquiring hydro-assets

Smith School of Business (Smith Ideas Unit) Kingston, ON Research Analyst 2018 – Present

– Conceptualized and wrote cases with an estimated unique reach of approximately 70% of students within Commerce program

– Written cases include: Ethics of JUUL’s Marketing (business ethics), HarperCollins (business communications), AmazonGO (innovation and marketing), RBI Operations Case (strategy), Uber Eats (strategy), Circular Economy (corporate sustainability)

Atlas Global Healthcare Toronto, ON Summer Analyst, Private Equity and Capital Investments Summer 2018

– Led efforts to create Atlas’ official international lender deck, helping secure over $80M in financing for 3 major construction projects

– Deciphered and aggregated key insights from C-level executive meetings, conducted extensive investment research about Canadian healthcare sector and assisted in preparing financial reports (rent rolls, projected expenses)


Queen’s University Investment Counsel (QUIC) Kingston, Ontario Analyst (Metals and Mining) 2019 – Present


– Completed 4-month training program with bi-weekly deliverables; read and wrote reports regarding market irrationality, economic moats and management incentives; completed financial model analyzing a potash company

Queen’s Case Competition Union (QCCU) Kingston, Ontario Competitor and Incoming Co-Captain 2018 – Present

– Delivered 1st place, historical win at John Molson University Case Competition (JMUCC) in Montreal, competing against 24 international universities; 2nd place at Chulalongkorn International Business Case Competition (CIBCC) in Thailand, against 20 international universities, and 3rd place at Thammasat University Business Competition (TUBC), in Thailand, against 20 international universities


– Involvements: Refugee Youth Tutor and Mentor at Sojourn House; designed and taught organization’s inaugural, accelerated Grade 10 math and ESL curricula; taught curriculum in four-hour sessions, twice per week and held tutoring sessions outside of class hours for students

– Interests: Spotify playlist curator, avid reader (favourite book: Atul Gawande’s Being Mortal), passionate about history and world issues, devoted listener of ‘The Daily” podcast

Tina Huang 416.558.1136 | [email protected]

EDUCATION


– Academics: GPA: 4.21/4.30, Queen’s University Principal’s Scholarship, D.I. McLeod Dean’s List with Distinction (top 10% of class)

– Relevant Courses: Finance I (A+), Financial Accounting (A+), Intro to Mathematical Analysis for Management (A+)

– Exchange: Scheduled to complete winter 2021 abroad at Singapore Management University in Singapore

Unionville High School Markham, Ontario Ontario Secondary School Diploma 2014 – 2018

– Academic Honor Roll; 95% graduating average, recipient of the Arts Unionville Diploma – Piano Specialization

– President of Debate Club, member of Music Council, member of Social Justice Council, TRI-M


Burgundy Asset Management Toronto, Ontario [City], [State/Province] Summer Analyst Summer 2020 Summer 20XX

– Scheduled to complete a 16-week internship with Burgundy Asset Management, a Toronto-based asset manager with $30B in AUM

RBC Capital Markets Toronto, Ontario [City], [State/Province] Research Product Intern, Global Research Summer 2019 Summer 20XX

– Conducted data analysis on 2 European banks by extracting social media information through coding monitors and organized data in graphs and models to provide guidance on stock trading decisions

– Revamped and automated the process of analyzing and building excel financial statement models through writing macros for 56 banks, increasing research efficiency by reducing process time from 35 minutes per bank to less than 1 minute

– Supported Sales & Trading, Investment Banking and Equity Research divisions by identifying, analyzing and resolving up to 50 business system and operational issues daily, including research access and data inaccuracy issues, under pressure and tight deadlines

– Attended and participated in meetings with vendors, research analysts and traders to develop business knowledge on optimizing research products, assessing the macroeconomic scope and evaluating stock market performance


Queen’s University Investment Counsel (QUIC) Kingston, Ontario Analyst (Healthcare) 2019 – Present

– Worked with a team of 33 students to manage a $1.4M portfolio of Canadian and U.S. equities on behalf of the Queen’s University Endowment Fund and Mackenzie Investments

– Prepared investment memorandums and holdings analyses to present at QUIC public meetings on a tri-weekly basis to aid in the security selection process and exploration of industry trends

– Completed a 4-month summer analyst training program with deliverables due bi-weekly; program includes extensive reading and writing on independent investment ideas, market irrationality, valuation, economic moats and management incentives

– Participated in the QUIC-Burgundy Deal Competition; acted as a mock M&A advisor to Pinnacle Foods on its takeover bid from Conagra Brands; presented an in-depth transaction analysis using a merger model and relative valuation techniques

FreshSight Queen’s Kingston, Ontario Consultant 2019 – Present

– Selected from a competitive pool of 50+ candidates to provide pro-bono consulting services to non-profit organizations

– Worked with a rotational team of 5 to solve complex problems and offer solutions to address the challenges of business clients

– Conducted market research, analyzed data and presented recommendations to the client alongside a team of 4

Queen’s Technology Media Association (QTMA) Kingston, Ontario Business Analyst 2018 – Present

– Created research reports and investigated new technological trends to assess their economic impact and broad implications

– Concisely presented team outlook on the cybersecurity industry at an internal competition judged by 7 industry professionals

– Collaborated with a project team of 6 to design, program and launch a new application based on blockchain technology


– Languages: Fluent in English and Mandarin

– Conferences: CPPIB Women’s Leadership Conference (2019), National Bank Mentorship Symposium (2019), Queen’s Finance Association Conference (2019) – Stock Pitch Competition Finalist

– Interests: skiing, hiking, yoga, piano (RCM Level ARCT Certified), music composition, volunteering, classic literature

Eliano Rexho 647.608.2713 | [email protected]

EDUCATION


– Academics: Cumulative GPA: 4.14/4.30; Principal’s Scholarship Recipient; D.I. McLeod Dean’s List with Distinction

– Relevant Courses: Business Decision Models (A+), Finance I & II (A+), Managerial Statistics (A+), and Principles of Economics (A+)

– Exchange: Scheduled to complete winter 2020 semester abroad at Bocconi University in Milan, Italy

– Other: Selected as a teaching assistant for COMM 151, a first-year Organizational Behaviour course

Northern Secondary School Toronto, Ontario Ontario Secondary School Diploma 2013 – 2017

– Received the gifted certificate; awarded the Principal’s Award for demonstrating exceptional leadership and community involvement


Accenture Toronto, Ontario Strategy Analyst Summer 2020

– Scheduled to complete a 12-week summer internship within Accenture’s strategy practice

Skylight Toronto, Ontario Business Analyst Summer 2019

– Completed a second summer internship at Skylight, a San Francisco-based technology start-up disrupting the Bay Area home remodeling industry as an integrated digital general contractor

– Developed pitch deck that was presented to Silicon Valley venture capital firms to secure $10 million+ in series A round financing

– Discovered process inefficiency and erased bottlenecks in customer acquisition funnel that led to 33% improvement in lead conversion

– Participated in daily meetings with CEO to discuss company’s strategic direction, plan funding strategy, and provide financial progress updates

– Monitored and tracked performance of US $1.2 million portfolio of home renovation and design projects to optimize for high CSAT scores

Operations Intern Summer 2018

– Worked with upper management to upgrade the company costing estimation model, leading to a 50% increase in contractor quoting accuracy

– Led the project proposal process redesign by upgrading the standard client proposal slide decks, leading to over 60% client conversion


Queen’s University Investment Counsel (QUIC) Kingston, Ontario Analyst (Energy & Utilities) 2019 – Present


– Prepare investment memorandums, stock pitches, and holding analyses to present at QUIC public meetings on a tri-weekly basis to aid in the security selection process and exploration of industry and macroeconomic trends

– Completed a 16-week summer analyst training program with deliverables due bi-weekly; read extensively and wrote reports on independent investment ideas, market irrationality, economic moats, and management incentives

Queen’s Case Competition Union (QCCU) Kingston, Ontario Competitor 2018 – Present

– Selected as one of six out of 104 applicants to represent Queen’s University as the official school-sponsored international case team

– Presented 30+ practice cases in the past 24 months through the lens of a variety of business areas including operations, marketing, supply-chain management, finance, and human resources in industries ranging from fintech to metals & mining

– Participate in 250+ hours of extensive training to continually develop data analysis, critical thinking, and presentation skills

– Placed 1st at the BIICC Competition in Oslo, Norway in February 2019; Placed 2nd at the CIB Case Competition in Koh Samui, Thailand in May 2019

Queen’s Global Markets (QGM) Kingston, Ontario Senior Analyst 2017 – 2019

– Led group of four students as the Senior Analyst on the Fiscal Policy Team to develop reports and presentations on global economic issues

– Created 12 comprehensive presentations and reports on topics ranging from the Ontario minimum wage increase to the Greek debt crisis

– Attended 10 comprehensive tutorials on a range of topics, including data analysis, micro and macro-economic theory, and geopolitical history


– Soccer: Captain of Leaside Tigers AC and Northern Red Knights (grade 12); won multiple season titles, cups, and tournaments

– Languages: Fluent in Albanian; hold dual Canadian/Albanian citizenship

– Leadership: Led case workshop for Queen’s Non-Profit Conference; Queen’s Commerce Frosh Week Orientation Leader; I.C.B.C. Team Host

– Interests: Passionate about travelling, closely follow NBA, NHL, and NFL, and played piano for 10 years

Anchal Thind 647.466.4623 | [email protected]

EDUCATION

Queen’s University Kingston, Ontario Bachelor of Commerce Class of 2022

– Academics: D.I. McLeod Dean’s List, Queen’s University Excellence Scholarship, Chancellor’s Nominee

– Relevant Courses: Introduction to Mathematical Analysis (A+), Managerial Statistics (A), Business Management (A)

Port Credit Secondary School Mississauga, Ontario Ontario Secondary School Diploma Class of 2018

– Recipient of five graduation awards for exceptional academics, athletics and leadership; 94.8% graduating average

– Science and Technology Peel Regional program; Specialist High Skills Major Diploma (Justice, Community Safety and Emergency Services)


CIBC World Markets Inc. Toronto, Ontario Investment Banking Analyst (Real Estate) Summer 2020

– Scheduled to complete at 16-week internship with the Real Estate group at CIBC World Markets Inc.

Weston Foods (George Weston Ltd.) Toronto, Ontario Finance, Process and Efficiencies Intern Summer 2019 - Present

– Spearheaded a company-wide conversion of 2,400 vendors to electronic fund transfer (EFT), eliminating issuance of over 22,000 cheques annually

– Standardized invoice collection process through excel VBA code, resulting in savings of $1.2 million from process optimization

– Collaborated with several finance teams (AP, AR, Payroll, Master Data) and CFO to map out organizational inefficiencies with Visio

– Currently leading four projects including development of Unit of Measurement algorithm to optimize invoice processing during part-time employment

3A Management Corp. Vaughan, Ontario Data Entry Clerk 2015 – 2018

– Created database to improve efficiencies in supply chain management by 25% directly for firm director

– Compiled data for computer entry that streamlined processes for providing products to major banners, including Loblaw’s

– Built six new excel programs for the commercial bakery to use in financial and operational decision making


Queen’s University Investment Counsel (QUIC) Kingston, Ontario Analyst (Consumers) 2019 – Present


– Prepare investment memorandums and holding analyses to present at QUIC public meetings on a tri-weekly basis to aid in the security selection process and exploration of industry trends with regards to the Consumers sector

– Completed a four-month summer analyst training program with deliverables due bi-weekly; read extensively and wrote reports on independent investment ideas, market irrationality, economic moats and management incentives

– Presented a detailed M&A analysis on a recent transaction with a team of four mock advisors to a panel of institutional investors

CREO Solutions Kingston, Ontario Consultant 2019 – Present

– Selected from the Class of 2022 to work for CREO Solutions, a student-run strategy consultancy servicing small and medium-sized businesses across North America under the mentorship of advisors from McKinsey and Co. and The Boston Consulting Group

– Worked with a team to design an optimized summer intern engagement strategy for a leading provider of real estate management services

Queen’s Commerce Law Association Kingston, Ontario Workshops Coordinator; First Year Representative 2018 – Present

– Organized events as an executive member to educate business students about law, including the inaugural New York City trip where 40 students visited Moelis and Co., Milbank Tweed LLP and NYU School of Law

– Spearheaded marketing initiatives to improve market penetration of events, resulting in achieving maximum enrollment in the Law School Admission Test Bootcamp event


– Athletics: 10 years as competitive soccer player; Silver Medalist at North Mississauga Soccer Club Tournament; coached under-six team for the Milton Youth Soccer Club; avid snowboarder

– Entrepreneurship: Vice President of Marketing for “KAI”, a Junior Achievement Program Company; Co-Founder and Vice President of the Port Credit Free the Children club; responsible for raising over $5,000 annually for education rights in India


Operations Team

6

Moriah Chiang 905.467.5541 | [email protected]

EDUCATION


– Relevant Courses: Channels & Internet Marketing (A+), Consumer Behaviour (A), Finance II (A)

– Awards: Academic Excellence Award in Digital Marketing: Top Final Grade (98%) and Top Final Project Grade (A+)

Garth Webb Secondary School Oakville, Ontario Ontario Secondary School Diploma 2012 – 2016

– Ontario Academic Scholar, Academic Honour Roll, 90%+ Academic Award


Welo Mississauga, Ontario Social Media & Marketing Manager Summer 2019

– Executed a digital marketing strategy that increased engagement by 17% over 3 months through daily content creation

– Managed monthly content calendars and data analytics of all publications including paid advertisements, social media posts, blogs, email marketing, and in-store interactive displays

– Spearheaded a new product launch and distribution plan across Canada and managed communication with launch partners

– Led weekly meetings to solidify Welo’s value proposition, company culture plan, and wellness initiatives with Co-Founders

Marketing & Sales Coordinator Summer 2018

– Assisted the team to bring 6 new products to market and secured 500+ new store locations for distribution across Canada

– Increased @welo.probiotics Instagram following by 34% over 4 months through daily content creation and engagement

– Developed a product specific information package for 10 influencers resulting in an increase in brand exposure by 223.85K

– Managed partnerships and communications between 80+ Instagram, Blogger, and YouTube influencers

Miss Graceful Designs Burlington, Ontario Co-Founder 2015-2016

– Launched and managed an e-commerce website and social media accounts to reach B2C and B2B clients

– Established a partnership with Pure Boutique, Burlington which increased sales by 400%

– Designed and produced 200+ sewn and knitted apparel alongside my Co-Founder


Queen’s University Investment Counsel (QUIC) Kingston, Ontario Marketing Director 2019 – Present


– Curating and distributing publication items that contribute to an aligned brand image

– Developing a marketing strategy to increase engagement across QUIC social media outlets including Facebook and LinkedIn

Queen’s Varsity Figure Skating Team Kingston, Ontario Coach & Athlete 2016 – Present

– Committed to training 20+ hours/week in preparation to compete in 4 events per competition

– Initiated and hosted welcome events for 5 new team members to foster a collaborative environment

– Collaborated with Head Coach and Team Captains to lead the design and procurement of team clothing and 20 costumes

TedX QueensU Kingston, Ontario Coach & Athlete 2017 – 2018

– Established a new delegate engagement project which resulted in a conference attendance of 550+ delegates

– Administered weekly meetings to drive efficiency across portfolios to meet targeted team deliverables

– Created minute by minute logistical plans which ensured organized and efficient conference events

Skate Canada Varennes, Quebec Skate Canada National Level Figure Skater 2006 – 2016

– Top Awards: Skate Canada Central-Ontario Sectional Gold, Trillium Cup Gold, Two-time STAR-Skate Championship Gold

– Competed in free-skate singles, pairs, and pairs ice dance disciplines for 10 years with Skate Canada

– Balanced fulltime schooling with 30+ hours/week on/off ice training for regional, provincial, and national competitions


– Arts & Charitable Work: Marketing Director & Fashion Designer, Vogue Charity Fashion Show, Queen’s University (Present)

– Leadership: GECKO Orientation Leader, New-Exchange-Worldly-Transfer-Students (NEWTS), Queen’s University (2018)

Elaine Gao 604.468.8913 | [email protected]

EDUCATION

Queen’s University Kingston, Ontario Bachelor of Commerce and Computing 2016 – Present

– Academics: Cumulative GPA of 3.97/4.30; Principal’s Entrance Scholarship; D.I. McLeod Dean’s List with Distinction

– Relevant Courses: Managerial Statistics (A+), Mathematical Analysis (A+), and Introduction to Computer Science (A-)

Pinetree Secondary School Coquitlam, British Columbia Dogwood Diploma 2012 – 2016

– Four-time recipient of All Around Top Student Award out of 400+ students

– Valedictorian of graduating class; Delivered farewell address to 2,000+ guests at graduating ceremony


Blend Labs San Francisco, California Product Management Intern Summer 2019

– Developed product to request borrower documents based on Fannie Mae’s automated underwriting system outputs with 4 early access customers

– Removed blocker in the borrower-facing mortgage application to enter military and foreign addresses for 171 customers

– Spearheaded intern project to develop additional $1M/year revenue stream

Finn AI Vancouver, British Columbia Product Associate Summer 2018

– Prototyped multiple iterations of product feature, established success metrics, and tested iterations on 18 individuals- 94% responded that features were better alternatives to existing products, 100% would be willing to use again

– Prioritized user stories in product roadmap and sprint backlog, forecasted number of stories completed per sprint

– Presented prototypes to 53 employees including CEO and developers to guide future product development

– Created backlog tickets for upcoming 3 months of work

Queen’s University Career Services Kingston, Ontario Project Assistant Summer 2017

– Initiated and maintained email correspondence with 70+ stakeholders to create 100+ career guidance and marketing documents for every graduate and undergraduate degree program on campus

– Managed deadlines using Excel tracker to ship all documents within four-month deadline


Queen’s University Investment Counsel (QUIC) Kingston, Ontario Director of Information Technology 2017 – Present


Queen’s Women in Computing Kingston, Ontario Co-Chair 2019 – Present

– QWIC is building an inclusive community and creating resources to make technology environments more diverse

– Co-manage a team of 14 students to host 2 speaker events, 5 workshops, pair 30 students with industry mentors, and launch a new website over the 2019-2020 school year

Queen’s Conference on Business and Technology Kingston, Ontario Case Challenge Coordinator 2018

– Pitched a case partnership to 5+ strategic innovation firms, secured Idea Couture to deliver design thinking case challenge

– Launched marketing campaign resulting in 150% increase in social media activity from the previous year

Queen’s Technology and Media Association Kingston, Ontario Product Manager 2017

– Managed team with 2 developers and 2 analysts to build a ridesharing network platform over 10 product sprints

– Pitched product to product managers and won 1st place out of 3 teams at a mock venture funding competition


– Interests: Bringing technology roles and resources to students and making personal finance more accessible

– Skills: Product Owner role in Agile/Lean Development: Ideation, conversing with customers, user validation, grooming backlog, organizing engineering work, presentation delivery to stakeholders

Cover-PagesFeb 07, 2020 · Mark Nerland 403.607.2077 | [email protected] EDUCATION Queen’s...

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Transcript of Cover-PagesFeb 07, 2020 · Mark Nerland 403.607.2077 | [email protected] EDUCATION Queen’s...