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!
CFA Society: 5th Annual Investment Research Challenge (IRC)
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.
- As per CFA rules, only one team is allowed per university, and thus, we are opening this application to ALL University of Waterloo students in ALL faculties.
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
- Assessment will be based on the written reports and an oral presentation to a panel, both judged according to predetermined criteria. Student teams will be given these criteria before they begin their research.
- The written reports will be assessed by a team of graders selected by Toronto CFA Society. Grading will consist of a blind process in which the identities of the universities are unknown to the graders. The teams that receive the top 4 scores will be selected as finalists.
- The finalist teams will make an oral presentation of their research to a panel of well known industry experts in downtown Toronto.
- A winner will be selected from the finalists based on the combined scores received for the written reports and the oral presentations. The scores will be weighted 50% for the written report and 50% for the oral presentation.
- Assessment will be based on the written reports and an oral presentation to a panel, both judged according to predetermined criteria. Student teams will be given these criteria before they begin their research.
- The written reports will be assessed by a team of graders selected by Toronto CFA Society. Grading will consist of a blind process in which the identities of the universities are unknown to the graders. The teams that receive the top 4scores will be selected as finalists.
- The finalist teams will make an oral presentation of their research to a panel of well known industry experts in downtown Toronto.
- A winner will be selected from the finalists based on the combined scores received for the written reports and the oral presentations. The scores will be weighted 50% for the written report and 50% for the oral presentation.
Eligibility
- Teams consist of 3-5 members, and may include graduate and/or undergraduate students. Each team must have one faculty advisor from their school submit a completed application form.
- Students must be enrolled in the current term at the university they represent at the time of the local Challenge final.
- If the regional or global final is scheduled for a time after the student has graduated, that student can still participate.
- Only one entry per school will qualify for this competition, please note that applications are considered on a first come- first-serve basis.
- Students may not have been or currently be employed in a role whose primary duty involves fundamental company analysis; with the exception of students who have had an internship in that function for six months or less.
- CFA charterholders are not eligible to participate on Investment Research Challenge teams.
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).
Adopt-a-Coop Resume Hotline!
Want your resume looked at for JobMine? AFSA Adopt-a-Coop is hosting a resume hotline for 3rd years and above. If interested, please send your resume to adoptadmin@uwafsa.ca .
Queen's Finance Association Conference Applications
Interested in a career in finance? The Queen’s Finance Association is now officially taking applications for the 2013 QFAC finance conference hosted at the Royal York in Toronto. This year’s conference features sponsors from the big 5 banks, PE firms, boutique investment banks and many more. In addition, we will be hosting an optional stock pitch competition, the top 10 will have their delegate fee waived, and the top 6 will be sent to New York to present their pitch in front of a panel of judges with our sponsor Greentech Capital Advisors. Applications are now online and due September 29th and can be found here: http://bit.ly/qfacdelegate.
Please visit our website qfac.ca for more info, and feel free to email any questions to 9cgw@queensu.ca.
Bloomberg Information Session
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!
JDC Central Waterloo Delegate Applications for Academic and Social Competition Teams
The Waterloo JDC Central Team is now taking academic and social team applications!!! Please apply to https://docs.google.com/forms/d/1kLLjZzu1O4ubP3y0kTtk9KQPL-BUu2O3TfrFeT2NQds/viewform by Wednesday, September 25th at 11:59PM.
Academic spots are available for:
Accounting case competition
Finance case competition
Business Strategy case competition
Management Information Systems case competition
There is also application available for the social competition team (please see video for more info on that).
Please note try-outs will be taking place the weekend of September 28th and 29th.
Other important information: delegate fees are $400 this year. $100 will be due upon admittance to the JDCC delegation (for successful applicants), the later portion will be due in mid-October. JDCC Execs are currently working with AFSA to have a $50 refund on this fee for all delegates (to bring the net cost down to $350 per delegate).
What is JDC Central?!?!
JDC Central (“JDCC”) is essentially the Business Student Olympics of Ontario and Eastern Canada. Teams compete in a wide array of academic case competitions spanning from Accounting, Finance, Business Strategy, Management Information Systems, and also compete in Debate, Sport, Social and Charity competitions.
Care to see what all the hype is about?!?!
JDCC 2013 Recap: http://vimeo.com/62583290
JDCC 2012 Recap: http://vimeo.com/35490940
LIVE Competition 2013
Looking to showcase your business acumen and go head to head against the brightest and most ambitious undergraduate students from across Canada? Dare to Compete at LIVE Competition 2013. LIVE Competition is a two-day national undergraduate business competition hosted by the University of Toronto Scarborough.
LIVE is focused around a multi-disciplinary business competition that challenges Delegates to apply their knowledge in a real world, simulated business environment. Registration is open NOW at http://www.live-competition.org/registration/, and first round closes October 6th.
‘Like’ us on Facebook for updates: facebook.com/LIVECompetition and follow us on Twitter at: twitter.com/DareToCompete
Gradball Organizing Committee Applications!
AFSA is currently taking applications for students to be a part of the organizing committee for the annual Gradball that takes place each Fall for 4B students. Please apply here: https://docs.google.com/forms/d/1VH-HXQj444MCo_zA5RZ4GimUYDQMjfdw_xCu1BOfg_M/viewform
The committee is self-sustaining. Hours and objectives are decided by the members of the committee. We hope to take as many 4B's for this committee as possible!
We will close this application on Sunday evening.