Devena Mohabir
AFSA's Domain Has Changed
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*PARTICIPATE* SAF Academic Feedback Form - A Chance to Voice Your Concerns!

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AFSA is heavily concerned about the value the school provides for our students. We would like every student in SAF from 1st year CFMs to 4B Biotech/CAs to fill this form out in response to changes happening at our school. The market is changing, the CPA merger drastically reduces value-add in this program and the shrinking professional services industry will continue to chip away at our once dominant position in the industry. If you have ever had any concerns about the program now is the time to voice them. We need to hear from you to help us take the next best steps in the interest of all students. All information submitted will be anonymous and may be presented to the administration of this school. https://docs.google.com/forms/d/122FJdTibYTEjB95KSiW_IcrFOeeQAFeJ6ubB85YV0V8/viewform

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LIVE Competition 2013!

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Do you have what it takes to represent UWaterloo at LIVE Competition 2013? LIVE is a 2-day, 2-night national undergraduate business simulation hosted this November in Downtown Toronto. The unique multi-disciplinary competition takes experiential learning to a whole new level by allowing you and your team to take on the role of top management in a company, seeing your product prosper from production to the end consumer. Check out why you should come to LIVE: http://bit.ly/18y4Fgy.

Register now at www.live-competition.org! 

First round of registration closes October 6th at 11:59PM.

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Capital IQ Information Session

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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!

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CFA Society: 5th Annual Investment Research Challenge (IRC)

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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).

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Queen's Finance Association Conference Applications

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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.

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Bloomberg Information Session

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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!