WIF x SIF Panel
On June 20, 2020, WIF hosted a panel with the SAF Student Investment Fund ("SIF"). SIF's main purpose is to provide hands-on experience to second and third-year students (junior and senior analysts). Their objective is to help students learn as much as possible about all things finance and provide students with an expansive network of alumni. They also focus on generating growth of funds and stocks and strive to perform better than the benchmark. The fund was created in 2012, operational in 2013 after an anonymous donation of $250,000, and currently manages an AUM of ~$315,000.
SIF offers many L&G opportunities such as a boot camp that focuses on techniques regarding analyzing a business, generating a thesis, financial modelling, and more. Other L&G initiatives include fireside chats with industry professionals , co-op panels, and mentor call-ins.
Lunch & Learn
Jessica Siew is a 4th year AFM student who has accomplished long list of achievements during the course of her undergraduate term. She began her co-op experiences at Ernst & Young in audit and has since worked at CIBC, Goldman Sachs, Polar Asset Management, and soon, the Boston Consulting Group. She has taken part in many of SAF’s extracurricular activities, such as the Student Investment Fund, hEDGE Financial Services Conference, the CFA Investment Research Challenge, and more.
Ruth Woods is currently the Chief Operating Officer at Osler, Hoskin & Harcourt LLP, a notable law firm. She went to the University of Waterloo, where she completed her Bachelor of Mathematics and specialized in computers & business. She went on to complete her MBA at the Rotman School of Management. Ruth Woods is one of the founding directors of Women in Capital Markets, an exceptional initiative aimed at getting women more involved in the finance industry.
Angie Han is a University of Waterloo alumnus who is currently working as an Investment Banking Analyst in M&A at TD Securities. Throughout her undergraduate degree, she worked in Deloitte's audit group for all of her co-ops and upon graduating, she obtained her Chartered Professional Accountant (CPA) and Chartered Business Valuator (CBV) designations. She eventually switched into valuations at Deloitte which prepared her for her current job in investment banking.
Bianca Vasu is a recent UW graduate who is currently working as an Investment Banking Analyst at BMO Capital Markets. She believes it is very important that women who want to go into finance have resources such as WIF as it is still a very male-dominated industry although there has been some diversity in recent years. She encourages women to reach out and learn from one another. Her first co-op experience was in Ernst & Young's audit practice, and the rest of her co-op were in various areas of BMO Capital Markets.
Mitchell Ho is currently a 4th year Accounting and Financial Management student at the University of Waterloo who is currently working as an Investment Banking Summer Analyst at RBC Capital Markets. He has had previous co-op experiences in public audit and private equity as well. Mitchell was also involved with extracurricular activities such as the hEDGE Financial Services Conference, the SAF Student Investment Fund, and the CFA Institute Research Challenge, where his team won the local championships in Ontario.
Lauren Robinson is a General Partner at Highline Beta, on the Board of Directors of the Canadian Venture Capital & Private Equity Association (CVCA), and one of Canada's Top 50 Women in FinTech! Lauren is a recognized leader in the Canadian Tech, Accelerator, & Innovation Ecosystems. In our last Lunch & Learn session, Lauren talked about Highline Beta--a hybrid corporate venture studio & VC fund, her path to venture capital, and the work she has done to support female investors and aspiring entrepreneurs.