Legendary Canadian financial services entrepreneur and the Chairman of DBRS, Walter Schroeder will address uWaterloo students about the trends in capital markets and on what it takes to crack the industry today. The event will take place on Wednesday, November 13th from 3:00 -4:15 pm in HH 1102. RSVP at http://dbrs-at-waterloo-saf.eventbrite.ca/
Where? : Hagey Hall Atrium
Why? The chance to earn $80, $50, $20 for first, second, and third prize respectively! If you are in AFM 121, you’ll be doing a stock simulation so why not use the research to not only get those top marks but win some extra cash as well!
Pre-register Here: https://docs.google.com/forms/d/1LsvCW-IWPS7Jttm9390LxXFRYx7OiMwZm8o_UGjVB0A/viewform
A Capital IQ Information Session will be held on Monday, 7 October 2013 from 5:30 pm – 6:30 pm in HH 2104 for all SAF students. The session will focus on the use of Capital IQ (including the Excel plug-in) and basic data extraction and analysis. Don’t miss this opportunity to gain hands on training from a Capital IQ representative. See you there!
The Toronto CFA Society has issued a call for submissions to their 5th annual Investment Research Challenge (IRC). The School of Accounting and Finance (SAF) is looking for up to 5 students to form a group and represent the University of Waterloo.
In your application, please provide the following information:
1. Name, Program, Year in program, student ID, email address
2. Resume and transcript/unofficial grade report
3. Motivation for applying for competition(s) (maximum of 200 words)
4. Potential fellow team members you would like to recommend if you were selected
Please submit your applications electronically to Lynn Graham (l2graham@uwaterloo.ca) and Professor Craig Geoffrey (cgeoffrey@uwaterloo.ca) by Thursday, October 3rd 11:00PM with the email header: CFA – Investment Research Challenge .
Applicants will be screened by a selection committee of SAF faculty. Selected applicants will be invited to participate in an interview.
More information on the Challenge is available at www.cfatoronto.ca>Students and CFA Candidates>Research Challenge.
About The Challenge is an equity research competition among student teams from the world’s top university business and finance programs. Students write an equity research report on a publicly traded company, and present their findings to an expert panel. The teams are judged on their written reports and the presentations and a winner is selected. Throughout the competition, leading investment professionals volunteer as mentors and judges and teach these students best practices in equity research and corporate analysis.
Prizes $1,000 (CAD) cash prize to each winning team member, complete CFA curriculum to the winning team’s school and an all expenses paid trip for the students to take part in the Americas Regional Finals in April 2013.
Judging Criteria
Eligibility
PLEASE NOTE: ACADEMIC EXPERIENCE AND COMMUNICATION SKILLS ARE IMPORTANT SELECTION CRITERIA. WE PREFER STUDENTS WHO HAVE TAKEN AFM271/AFM272/AFM 273 (Corp. Finance 1/ Managerial Finance 1), AFM 274/AFM371/AFM372 (Corp. Finance 2/ Managerial Finance 2) OR EQUIVALENT COURSES. FURTHER, AFM472 (Investments) OR AN EQUIVALENT IS CONSIDERED AN ASSET.
Strong Performance at the CFA–IRC by UW teams
UW student teams have had a strong showing in the last four consecutive years at the CFA Institute Research Challenge, having won the Toronto Competition (provincial level) in 2012 and 2013 to compete at the Americas Regional Competition (North America level). In 2012, the team made it to the Final Four at the Americas Regional Final in New York (http://saf.uwaterloo.ca/SAF/SAFNews/Winter/CFAInstituteResearchChallenge2013.html).
Bloomberg Information Session will be happening on September 26,2013 at 5:30pm - 6:30pm in HH1102 for all SAF students. The session will focus on the use of Bloomberg terminal, and basic data extraction methods to aid students in financial modelling. Don’t miss the opportunity to gain hands on Bloomberg training from a Bloomberg professional. Be sure to come out for an event catered towards helping students to gain valuable research skills to assist and differentiate them as they make their way into their respective finance careers. See you there!
Are you challenged by the security markets? A options trading simulation contest is being held by the Montreal Derivatives Exchange with 1st prize of $10,000 2nd prize of $5,000 and 3rd prize of $3,500.
Develop a better knowledge of options and discover securities trading: fill your orders, practice your strategies and see the results!
Trade 10 real option classes with an initial $100,000 virtual portfolio during 9 weeks while executing predefined strategies.
The three winning teams that have respected the mandatory components while accumulating the best return after 9 trading weeks will be awarded a 1st prize of $10,000, a 2nd prize of $5,000 and a 3rd prize of $2,500 respectively from the Montréal Exchange.
Compare your trading skills with those of participating undergraduate students with a major in finance from more than 15 eastern Canadian universities!
FREE Registration: Complete the form here
The registration deadline is Friday, September 20, 2013 at 5:00pm
Register Now!
An initiative by the Montreal Exchange
For more information click below:
*This is a reminder email about the opportunity to apply for the SAF Student Investment Team. We have added an online application component to do a trial on streamlining the process. The application can now be found on the LEARN site under "My SAF Community" look under Assessments to the Survey function and the application document is called "Student Investment Team Application 2013". We would like you to complete this as well as sending in your documents so that we are sure to have the information that we need to process your application. The School’s Investment Fund was launched in the spring 2012 term with an initial investment of $50,000. An additional $50,000 was available for investment in the winter 2013 term. To know more about the fund, please visit http://saf.uwaterloo.ca/SAF/SAFInvestmentFund.html. The performance link at the site has the team presentations to the Investment Fund’s Advisory Board.
We invite applications for the Student Investment Team from students in their 3A or higher study terms in the fall 2013 term in the AFM, CFM, Mathematics & CA, and Biotechnology & CA programs. To be eligible to apply, students should have completed Managerial Finance I (AFM 271/AFM 273) or Corporate Finance I (AFM 272).
For more details, please see the attached document here.
As a participant in the CFA University Recognition Program, the School of Accounting and Finance will be recommending 5 students forCFA Awareness scholarships for the December 2013 and June 2014 CFA Level I exam. These scholarships are awarded by the CFA Institute and are primarily available to undergraduate and graduate students in the School of Accounting and Finance.
On behalf of the School’s CFA Scholarship Committee, I am pleased to announce the process by which we will be recommending the students to receive the CFA Institute Awareness Scholarships for the December 2013 and June 2014 Level 1 exam sitting. The committee is comprised of Professors Andrew Ecclestone (CFA), Craig Geoffrey (CFA), and Ranjini Jha (CFA).
BENEFITS
For the current exam offering, the CFA Program enrollment fee (if applicable) is waived. Scholarship applicants pay a discounted registration fee that includes the e-book curriculum. Scholarships cannot be deferred to another exam offering. For further information, please refer to the website:
http://www.cfainstitute.org/programs/cfaprogram/register/Documents/awareness_scholarship_rules.pdf.
CRITERIA
To be considered for these scholarships, you must be:
1) A registered undergraduate or graduate student at the University of Waterloo in the School of Accounting and Finance.
2) In your final year of undergraduate studies or in full-time graduate studies. This is defined as being within 12 months of completion of your degree requirements.
3) Registered to write or will be registering for the December 2013 or June 2014 CFA Level 1 Exam
4) A first time CFA Level 1 exam writer
PROCESS: Please submit the following documents electronically to Professors Andrew Ecclestone (aecclest@uwaterloo.ca), Craig Geoffrey (cgeoffrey@uwaterloo.ca) and Ranjini Jha (rjha@uwaterloo.ca) by Monday, August 26th, 2013, at 10:00 pm.
1) A current unofficial grades transcript
2) A current resume and
3) The one-page application (accessible from
http://www.cfainstitute.org/Forms/recognized_university_scholarship_dec.pdf http://www.cfainstitute.org/Forms/recognized_university_scholarship_june.pdf).
Students who are sponsored by the committee for the CFA Scholarships will be notified by Wednesday, August 28, 2013.