TORONTO | 2014/2015 SCHOOL YEAR

MBA WITH COMPLETE CFA® INTEGRATION GOODMAN INSTITUTE OF INVESTMENT MANAGEMENT

1 MESSAGE FROM THE DEAN

Since 2001, the The Goodman Institute of Investment Goodman Institute has Management at the John Molson School of expanded both internally Business offers specialized programs for and externally. Internally, students pursuing finance careers. Our MBA our growing group of in Investment Management fully integrates alumni is developing the CFA® Program’s Candidate Body of networking plans to help Knowledge (CBOK™) into its curriculum. our graduates further I am very proud of the fact that our Steve Harvey, Dean their careers. Current school’s pass rates for the CFA exams are students benefit from job opportunities consistently among the best in the world. made available by our alumni who are now This is a testament to both the quality of our reaching middle and upper management faculty and to the dedication of our students. positions in their respective companies. We are committed to providing our students Externally, the Program is recognized with a world-class business education that worldwide and was the first in to prepares them for success in an increasingly be accredited as a CFA Program Partner globalized economy. The students in this institution. This accolade represents a stamp program are committed, driven and keen of approval of the Program by CFA Institute to further their knowledge in the area of and firmly places us in a growing but select investment management. group of over one hundred renowned Steve Harvey, PhD institutions around the world. Dean, John Molson School of Business

OUR MISSION

To prepare our ensure that this certification will retain its graduates to enter value for many years to come. the global investment The innovative program developed by industry with the Goodman Institute at Concordia the appropriate University’s John Molson School of education and values Business (JMSB) is now finishing its to serve the sector fourteenth year. It combines the curricula and the community in of these two world-class titles into the an open, ethical, and MBA in Investment Management. A Ian Rakita, Director professional manner. key benefit of the Program is that it is This unique MBA Program is designed structured in such a way that permits with investment management professionals students to study while remaining in mind. The most important academic employed. Some seventy percent of degree for this group is the MBA and current students work full-time. This the most widely recognized professional enables them to accumulate the four label in finance is the CFA charter. The years of work experience that is required CFA designation has been called the “gold before the CFA charter is granted. standard” by The Economist magazine. There are numerous finance related degrees and designations around the Ian Rakita, PhD world, but only one CFA. The exacting Director, Goodman Institute of standards maintained by CFA Institute Investment Management

2 STUDENT BIOS

Ahmed Abdullah 4 Xiangdong Li 30

Hussam S. Alsiyud 5 Jeffrey Lindell 31

David Aronson 6 (Katherine) Yutong Liu 32

Dennis Bobyk 7 Alexandre Lombardi 33

Gaobo Chen 8 Nicholas Mackenzie 34

Oleg Ciobanu 9 Dieuleveult Maforikan 35

Armand Cuke 10 Christopher Mehl 36

Shuhang Fan 11 Charles–Olivier Patenaude 37

(Jefferson) Zhiwei Fang 12 Dilya Rasoulova 38

Reda Farag 13 Francis Carlo Briones Roco 39

Joseph Fars 14 Sandy Rose 40

Zhiying Feng 15 Dhiraj Shangari 41

Mengwei Gao 16 Adeeb Shatara 42

Milad Goodarz 17 Jade Elizabeth Sheiner 43

Ryan Grant 18 Kevin Shelton 44

Tong Guo 19 Ghassan Talib 45

Aniruddha Ramesh Gupte 20 Wenyi Tang 46

Te Hu 21 Zhiguan Tang 47

Zhiyang Hu 22 Jin Wang 48

Eunha Hwang 23 Victoria Xin 49

Kayte Inkpen 24 Chuxin Xu 50

Mohamad Zakaria Ismail 25 Jake Jia Xu 51

Rui Jiang 26 Yao Xu 52

Stas J. Khanutin 27 Samuel Yaffe 53

Timothée Laurin 28 Dashuo Yan 54

Huilin Li 29 Tianyu Zhai 55

3 514–632–2155 AHMED ABDULLAH [email protected] 1515 Ave. Docteur Penfield, Montréal, QC H3G 2R8

PROFESSIONAL EXPERIENCE AND QUALIFICATIONS CFA [Chartered Financial Analyst] Level III Candidate June 2015 Passed Level I – June 2013, Passed Level II – June 2014 MBA in Investment Management [Expected: April 2015], John Molson School of Business, Aug. 2012 – Present Concordia University, Montreal, QC • Member of the Institution for Co–operative Education BSBA in Finance [Minor: Marketing] Aug 2007 – June 2011 American University of Sharjah, UAE PROFESSIONAL EXPERIENCE AND QUALIFICATIONS Trading Lab Specialist, Concordia University, Montréal, QC Feb 2014–Present Accomplishments: • Researched, extracted and modeled financial data using Bloomberg and Capital IQ for PhD students and professors • Led Advanced Excel, Bloomberg and Capital IQ Seminars for co–op students, covering topics such as Regression Analysis, Bloomberg LP, Pivot tables, Charting and V/H–Lookups • Introduced and enforced new policies that increased control and lab efficiency, reducing practical issues by 35%

Futures Trader, OSTC Ltd., Montréal, QC Sep 2013 – Feb 2014 • Traded a portfolio of 12 products on various live exchanges using strategies based on fundamental & • Identified correlations between the German Bund and STIRs contracts causing a 35% increase in profitable trades • Increased trading volume by 25% per month on account and reduced transaction costs by 50% on average • Developed profitable trading strategies for STIRs and commodities, increasing their volumes traded by 35%

Trade Credit Analyst, SBG – Arch. & Building Construction, Jeddah, KSA June 2011 – July 2012 SBG is one of the largest construction conglomerates in the world, with annual revenues in excess of US$30Bn. The firm has a number of prominent int’l projects such as: Kuala Lumpur Airport in Malaysia, Cairo Int’l Airport in Egypt and many more. • Issue and review L/Cs for the procurement department of King Abdullah Int’l Airport project, a US$6.4Bn project • Revamped communication procedures between the procurement dept. and the finance dept., eliminating an 8–month backlog valued at US$6MM • Introduced new payment tracking procedure that streamlined payments, reduced wait times and paperwork by 45% • Improved department efficiency by 25% through developing and managing relationships with corporate bankers that led to quicker response times and preferred client privileges for the department

EXTRA–CURRICULAR & VOLUNTEER EXPERIENCE President, Goodman Institute Student Association [GISA], Montréal, QC June 2013 – Present The association oversees the activities and affairs of the students that are part of the Goodman Institute. We provide support, host events and ensure that each student maximizes the value of his or her experiences at Goodman. • Led a three–stage equity trading competition among students, tracking their positions, strategies and performance • Organized the Goodman Investment Club Events, where monthly stock pitches are presented by participating teams • Managed the development and operation of a weekly blog; articles posted would discuss topics related to the markets

SKILLS & INTERESTS Highly skilled in Excel/Financial Modeling, PowerPoint & Word. Advanced User of Bloomberg and Capital IQ Languages: Fluent in English and Arabic; conversational proficiency in French

4 514–578–9474 HUSSAM S. ALSIYUD [email protected] 602 Rue Thérien, Montréal, QC H4C 3A4

CORE COMPETENCIES Financial Analysis Multilingual Decision–making Portfolio Management and Valuation Communication International Experience Team Leader Client Relations Corporate Finance PROFILE • Two years in financial auditing, managing, and presentation • One year in consumer cutlery marketing, sales, and coaching WORK EXPERIENCE Auditor, General Organization for Social Insurance, Taif, Saudi Arabia 2012–2014 • Analyzed and processed an average of 40 reports and applications daily, manually and electronically, to ensure compliance to rules and procedures • Assisted in directing the Registration Department during peak seasons by delegating duties to coworkers • Led discussions in groups of 5 about time management at the departmental level to increase efficiency

Advanced Sales Representative, Cutco Cutlery, Toronto, Canada 2011 • Marketed and sold an average of $7,000CDN worth of Cutco cutlery a month via door–to–door demonstrations to help improve division’s overall performance • Coached new sales representative on successful marketing techniques by providing on–site presentations and off–site demonstrations EDUCATION MBA with CFA Integration – Major: Investment Management Sept. 2014 – Present Goodman Institute, John Molson School of Business, Concordia University, Montreal, QC Bachelor of Commerce – Majors: Management and Human Resource Management May 2012 Sobey School of Business, Saint Mary’s University, Halifax, NS • Cum Laude Institutional Honour GPA: 3.81/4.3

LANGUAGES English, Arabic (Fluent, written and spoken), Spanish (conversational), French (basic)

TECHNICAL AND COMPUTER SKILLS • Bloomberg Terminal Capital IQ Excel Financial Modeling • SAP Accounting Software System Microsoft Office

VOLUNTEER INVOLVEMENT Social Leader/ Crew Leader 2011 – 2012 International Centre, Saint Mary’s University, Halifax, Canada • Promoted Exchange programs through booth service and by directly approaching students to help achieve the university’s goal of increasing outgoing students with partner schools worldwide Event Planner 2008 – 2009 AIESEC, Halifax, Canada • Fundraised an average of $3000/semester to provide incoming/outgoing participants with financial relief, while planning and organizing events and social gatherings

ACCOMPLISHMENTS • Dean’s List, Sobey’s School of Business, Saint Mary’s University, Halifax, NS 2010 – 2012 • Full Academic Scholarship, General Organization for Social Insurance 2007 – 2012

ca.linkedin.com/in/hussamalsiyud 5 905–804–8017 DAVID ARONSON [email protected] 1201-362 The East Mall, Toronto SUMMARY OF QUALIFICATIONS • Exceptional research, quantitative and analytical skills • Strong affinity with accounting and finance • Excellent presentation skills, and proven ability to work in teams, as well as independently • Excellent academic track record WORK EXPERIENCE Business Consultant, iOmniscient Canada Corporation, Toronto, Ontario Contract • Attended trade shows with my team • Generated price quotes and wrote proposals tailored to the client’s project • Performed live presentations and online webinars to educate partners • Trained existing resellers on strategies to develop new sales channels Inside Sales/Purchasing, Etobicoke Ironworks Ltd, Toronto, Ontario Present • Develop relationships with clients to insure business continuity • Replenish inventory by purchasing additional stock as required • Insure orders are delivered on time to meet clients’ business demands EDUCATION Master's of Business Administration, (Major: Investment Management) 2014 – Present John Molson School of Business, Concordia University, Montreal, QC Bachelor of Commerce, Finance and Economics (Graduated With Distinction), 2010 – 2013 University of Toronto at Mississauga, Canada Business Administration Advanced Diploma, Finance (High Honours), 2007 – 2013 Sheridan Institute of Technology and Advanced Learning, Canada • Lead my team to achieve Top 100 Global Ranking in the Business Strategy Game • Completed CSC with honours. CFA level 2 candidate. LANGUAGES English (fluent, written and spoken) COMPUTER SKILLS Word, Excel, Powerpoint, Outlook, SQL. (Specialized courses at Sheridan Institute) EXTRA–CURRICULAR & VOLUNTEER EXPERIENCE Financial Officer, S.E.E.D.S. Youth Organization, Toronto, Ontario 2013 – Present • Filed for federal incorporation of S.E.E.D.S. which was formerly an affiliate organization of the University of Toronto • Prepare financial statement, bank reconciliation reports, and yearly budgets • Developed a business plan to boost revenue and growth

OTHER ACTIVITIES AND INTERESTS Member, Undergraduate Commerce Society at the University of Toronto in Mississauga Member, Debate Club at the University of Toronto in Mississauga Member, Book Club at Mississauga Central Library Former Boxer

6 514–823–7722 DENNIS BOBYK [email protected] 7195 rue Pierre–Gadois, Montréal, QC

WORK EXPERIENCE Portfolio Management Assistant, RBC Phillips, Hager & North Investment Counsel June 2013 – Present • Worked with experienced Investment Counsellors to construct customized investment strategies, models, proposals, and action plans for high net worth individuals, holding companies and trusts. • Monitored and rebalanced portfolios to ensure they are structured and managed consistently with current risk management strategies and within the parameters outlined in the Investment Policy Statement. • Pro–actively identified, investigated and resolved client inquiries and provided the Investment Counsellors with recommendations for the resolution of complex issues and situations. • Developed detailed breakdowns of portfolios of prospective clients and prepared investment proposals, new account presentations as well as all parts of investment policy statements. • Prepared portfolio reviews for existing clients with limited to very sophisticated knowledge of investments. • Attended analyst presentations related to various investment mandates and firm investment strategies.

Investment Services Representative, Direct Investing Nov. 2011 – June 2013 • Provided RBC Direct Investing clients with responsive, effective, knowledgeable and accurate securities order execution services. • Adhered to suitability of trade rules and ensured client had value to meet trade settlement obligations. • Sole reference point for option trading customers. This included handling trade instructions, follow–up and inquiry responses. EDUCATION Master of Business Administration (MBA) Goodman Institute of Investment Management In Progress (Expected John Molson School of Business, Concordia University, Montreal, QC graduation: 2015) • Chartered Financial Analyst (CFA) – Level 3 Candidate, CFA Institute Bachelor of Commerce Bachelor’s Degree, Major: Finance; Minor: International Business 2011 John Molson School of Business, Concordia University, Montreal QC • Scholarship Recipient – Father Josaphat Jean Foundation • Golden Key International Honour Society

COMPUTER SKILLS • Extremely high degree of computer literacy and experience using industry standard software. • Advanced Excel skills and high level of proficiency with the Microsoft Office Suite. • Able to work with and develop VBA based programs, functions and macros. CERTIFICATIONS & LICENSING • Canadian Securities Course (CSC), Conduct and Practices Handbook Course (CPH), Derivatives Fundamentals and Options Licensing Course (DFOL), Futures Licensing Course (FLC) – Canadian Securities Institute LANGUAGE SKILLS • Fluent in: English, French, Russian, Ukrainian

7 514–476–2588 GAOBO CHEN [email protected]

KEY SKILLS Financial Analysis Value Analysis Strategy Planning Quick learner Project Management International Experience Mathematics Statistics Analysis Computer Programming

SUMMARY OF QUALIFICATIONS • Operated computers programmed with financial software to record, store, and analyze information • Researched and developed quantitative projects which resulted in consistent achievements during undergraduate studies EDUCATION MBA Candidate, John Molson School of Business, Concordia University, Montreal, QC 2014

Bachelor of Commerce, John Molson School of Business, Concordia University, Montreal, QC 2009–2013 WORK EXPERIENCE Bank Teller, Agriculture Bank of China (ABC), Hubei, China 2013 • An internship in summer 2013 to gain competency in financial services Sushi Maker, Sushi Man restaurant, Montreal, QC, Canada 2013–2014 • A part–time job while I was applying for graduate studies (Part–time) Cashier, Litchi Restaurant, Montreal, QC, Canada 2011–2012 • A part–time job while I was doing my bachelor degree (Part–time)

COMPUTER SKILLS Excel, Word, Access, Power Point

LANGUAGES • English, Chinese, French (basic)

EXTRA–CURRICULAR AND VOLUNTEER EXPERIENCE • Volunteered to help kids in rural mountainous area of China 2014 OTHER ACTIVITIES AND INTERESTS • Experience abroad: Been living in Montreal, Canada for 5 years; world traveler.

8 linkedin.com/in/gaobochen 514–757–3905 OLEG CIOBANU, CPA, CA [email protected]

SUMMARY OF QUALIFICATIONS • Strong auditing, accounting and financial statement analysis skills • Financially literate; strong Excel modeling skills • Good time management abilities, achieved 3.87 GPA while working full–time EDUCATION MBA Candidate May 2015 (Investment Management) 2012–Present Goodman Institute of Investment Management, Concordia University, Montreal, QC • Recipient of the 2013 CFA® Institute Student Scholarship • Member of Golden Key Honor Society (top 15% of student body) • GPA 3.87 CFA Institute June 2015 • CFA Level III Candidate • Passed CFA Level I and II Graduate Diploma in Chartered Accountancy (CPA, CA), John Molson School of Business, 2011–2012 Concordia University, Montreal, QC • Top 10% performer on the internal UFE exam CPA–Auditor, CA December 2014 • Passed the 2012 UFE exam WORK EXPERIENCE OR CAREER–RELATED EXPERIENCE Senior Auditor, Bessner Gallay Kreisman LLP, Montreal, QC 2012 – Present • Planned and performed audit engagements • Prepared and produced Financial Statements, including note disclosures • Handled complex corporate tax returns Accounting manager, Agronova Impex SRL, Campia Turzii, Romania 2006–2009 • Supervised financial and accounting functions of the company • Maintained relations with banks, creditors and shareholders • Achieved adherence to budgets and overall strategy Project manager, D&C Impex SRL, Oradea, Romania 2003–2006 • Developed a business plan for a start–up project • Identified, contacted and achieved funds for the project • Met all the deadlines while adhering to the budget. LANGUAGES English, French, Romanian, Russian (fluent, written and spoken) TECHNICAL AND COMPUTER SKILLS Advanced MS Excel modeling skills, strong MS Access database management EXTRA–CURRICULAR & VOLUNTEER EXPERIENCE VP, Goodman Investment Club 2012–2014 • Participated in preparation and presentation of stock pitches

ACCOMPLISHMENTS Soccer: Play soccer on a regular basis Excel modeling: Engaged in continuous learning and improvement of my financial modeling skills

9 514–707–5716 ARMAND CUKE [email protected]

KEY SKILLS Finance Investments Analysis SUMMARY OF QUALIFICATIONS • Three years of trust company experience • Two years of team–building and management experience through extra–curricular activities EDUCATION Masters of Business Administration in Investment Management Candidate 2014–Present John Molson School of Business, Concordia University, Montreal, QC Canadian Securities Course, Canadian Securities Institute, Montreal, QC 2012–2013 Bachelor of Commerce, Finance, Marketing, Concordia University, Montreal, 2008–2011 • Member of the Institute for Co–operative Education WORK EXPERIENCE Analyst, Castle Hall Alternatives, Brossard, Quebec 2014 – Present • Review and analysis of key fund documents (e.g. prospectus, financial statements, and contracts) • Identification, analysis and documentation of ongoing changes at the fund and management company • Documentation of findings in detailed due diligence reports Associate Trust Officer, Computershare Trust Company of Canada, Montreal, Quebec 2012–2014 • Coordinated accurate and timely delivery of notices, share certificates, escrow releases, in compliance with transit insurance policies, other internal requirements & deadlines, and client or legal direction • Prepared client billing and monitored aged receivables • Received and invested client funds/collateral according to prescribed procedures • Drafted correspondence and prepared statements to clients, following up on any action required Bond Administrator, Computershare Trust Company of Canada, Montreal, Quebec 2012 • Calculated Interest/Redemption/Sinking Fund/Maturity and other distribution payments to ensure accurate and timely payments • Input, verified and monitored the renewal of current and new investments to ensure they were settled in a timely manner • Responded to Audit confirmations and prepared funding letters

COMPUTER SKILLS Microsoft Office: Word, Excel, PowerPoint, Outlook • SPSS • Bloomberg • SAP LANGUAGES English, French (fluent, written and spoken) EXTRA–CURRICULAR AND VOLUNTEER EXPERIENCE VP Finance, Concordia Ski and Snowboard Club 2010 – 2012 • Managed invoices up to $12,000 and ticket sales of up to 650 people • Won several awards including Most Active Club and Best Event EXTRA–CURRICULAR AND VOLUNTEER EXPERIENCE • Snowboarding: 13 years of experience covering all terrain • Fitness and Wellness: steady exercise routine 3 times per week

10 linkedin.com/in/armandcuke 647–836–3890 SHUHANG FAN [email protected] 9–811 Kennedy Road, M1K 2E3, Toronto

KEY SKILLS Communication and presentation Problem solving Analytical skills Interpersonal skills International experience Time management

SUMMARY OF QUALIFICATIONS • Good capital market, investment banking domain and IT service management knowledge. • Ability to meet commitments and manage priorities in high paced environment. • Good team player in multicultural environments. WORK EXPERIENCE Tester, Sun Life Insurance Project, Capgemini Consulting Company Oct 2013 – Apr 2014 • Experienced in fully understanding client requirements and accurately turning client requirements to test cases, which provided test team overall instruction of conducting manual tests. • Manually tested on newly developed life insurance websites in SIT and UAT environments and launched highly qualified production environments for clients. Shift Leader, Nomura Bank Project, Capgemini Consulting Company May 2013 – Oct. 2013 • Took the same responsibility as system analyst below. • Trained and led two new team members and made sure issues were properly handled by them, which ensured a secure system to clients. • Collected weekend release requests from different application teams, organized and held discussions and worked out plans for weekend release work using Microsoft Project. System Analyst, Nomura bank Project, Capgemini Consulting Company Mar 2012 – May 2013 • Efficiently maintained production system issues of middle office and back office using SQL query, Autosys and Unix command; demonstrated research and analytical skills by providing correct solutions to clients. • Answered hotline queries from clients or developers in different application teams of China, India, UK and US; demonstrated ability of accurately understanding problems and concisely describing the solutions. HR Intern, Columbus McKinnon Corporation 2011 (Winter) • Acted as an assistant for the HR recruitment team. • Under the instruction of HR manager, contacted candidates for interview arrangements, updated & maintained recruiting websites regularly (including job postings), and established & maintained HR routine operations documents, (including company & personal files, labor contracts).

WORK EXPERIENCE Master of Business Administration in Investment Management 2014–Present John Molson School of Business, Concordia University, Montreal, QC Bachelor of International Trade and Economics 2008–2014 China Jiliang University, Hangzhou, China

LANGUAGES English, Mandarin (fluent, written and spoken)

COMPUTER SKILLS AutoSys, UNIX, Oracle SQL, QTP, Microsoft Excel, Microsoft Word, Microsoft PowerPoint

EXTRA–CURRICULAR AND VOLUNTEER EXPERIENCE • Led a 6–person group conducting research on " reorganization and innovation of Zhejiang Trade Mode" from June 2010 to June 2011, published essays on national journal named "China Business Update" (ISSN:1009–9972 ) and "China Collective Economy"(ISSN 1008–1283).

11 647–986–6973 (JEFFERSON) ZHIWEI FANG [email protected] 306-2015 Sheppard Ave E, North York On M2J 1W6 SUMMARY OF QUALIFICATIONS • A dedicated and self–motivated individual with solid educational background in financial business; • Hands–on experience in collecting and analyzing data, with the ability to multi–task and work independently and cooperatively. • Solid knowledge and experience using Bloomberg, Microsoft Word, Excel, Power Point, and CorelDraw • Fluent in English, Mandarin and Intermediate level in French with strong communication skills

EDUCATION MBA with Complete CFA Integration program Sept. 2014 – Present JMSB, Concordia University, Montreal Quebec GMAT 660, Toronto ON Nov. 2013 Bachelor of Commerce (Major in Finance), John Molson School of Business, 2005 – 2011 Concordia University, Montreal, QC CERTIFICATIONS Canadian Securities Institute, Toronto, ON Apr. 2013 Canadian Securities Course WORK EXPERIENCE Diamond Executive, Nu Skin, Toronto, ON, Canada Apr. 1, 2013 – Present • Manage Customer Service area, supervise subscription, distributions, and sales of the monthly Nu Skin products. • Design computer system for subscriptions and deliveries. • Contribute and develop the weekly training for my over 100 down–line distributors. Sales and Leasing Consultant, Agincourt Chrysler, Toronto, ON, Canada Dec. 1. 2012 – Mar. 31, 2013 • Establish and nurture customer relationships for the purpose of selling new or used vehicles. • Maintain familiarity with all manufacturers’ sales, lease and finance programs • Participate in off–site marketing and advertising initiatives as required by sales management Sales Representative, Levi’s Outlet, Niagara region, ON, Canada Sept. 1, 2011 – Aug. 30, 2012 • Developed a business plan for a start–up project • Identified, contacted and achieved funds for the project • Met all the deadlines while adhering to the budget. Internship in Investment Department, China Merchant Bank, Shenzhen, China Summer 2009 • Assistance and participation in the work of mid–term notes and short–term notes • Collect and analyze marketing information of related business INTERESTS Tennis, Soccer, Basketball, Swimming, Music (Playing Accordion)

12 514–576–3236 REDA FARAG [email protected] 135 Glenbrook, Pointe–Claire, QC, H9R 3X9

CORE COMPETENCIES Accomplished salesman Mentoring and coaching Excellent customer service provider Committed team player PROFILE • Two years in financial auditing, managing, and presentation • One year in consumer cutlery marketing, sales, and coaching RELEVANT EXPERIENCE Senior Investment and Personal Banking Specialist, Bank of Nova Scotia 2012 – Present • Dynamically managing a large personal portfolio of clients • Professionally conducting consultations with clients to determine financial needs and objectives • Structuring appropriate credit solutions for existing and prospective clients (mortgages, personal lines of credit, credit cards and loans) • Providing retirement and investment advice to clients by recommending suitable investment solutions • Proactively identifying future business opportunities located at external financial institutions and bringing them to Scotiabank • Aggressively generating new business by calling provided sales leads as well as networking within community

Financial Services Representative II, Canadian Imperial Bank of Commerce Aug. 2011– Oct. 2012 • Opening of personal and business accounts and maintaining retirement investment accounts to meet clients’ earning objectives • Proactively identifying future pipeline and working on transferring assets from other financial institutions

Junior Advisor, Berkshire Securities/Manulife Securities May 2006– Aug. 2011 • Prospecting and consulting business owners, senior executives, and professionals by cold calling • Evaluating and analyzing client needs in order to determine a suitable investment mix • Taking a leadership role by mentoring and training entry level junior advisors • Proactively visiting prospective clients off–site • Launching and managing several new marketing initiatives EDUCATION Level I CFA Candidate – Currently enrolled at the Goodman Institute of Investment 2015 Management in pursuit of a Masters in Business Administration (MBA) Bachelor of Commerce – Bachelor of Commerce Degree, 2012 John Molson School of Business (Finance Major) Conduct and Practices Handbook Course (CPH) 2010 Canadian Securities Course (CSC) 2010 Investment Funds in Canada Course (IFC) 2008 PERSONAL SKILLS AND QUALITIES • Languages: English, French (Intermediate), Arabic (Spoken) • Computer Skills: Literate in programs such as Microsoft Word, Excel, PowerPoint, and Outlook.

13 416–803–3562 JOSEPH FARS [email protected] 312–39 Galleria Pkwy, Thornhill, ON L3T 7V3

CORE COMPETENCIES Strong team player Project management Resource evaluation Excellent problem solver Planning and budgeting Mining sector analysis SUMMARY OF QUALIFICATIONS • Professional Geologist (P.Geo) with six years experience, ranging from green field exploration to large–scale mining operations in gold, base–metal, uranium, and rare earth elements • Demonstrated superior verbal and written communication skills • Detailed knowledge of commodity market research and company analysis

WORK EXPERIENCE Independent Mining Consultant, Consulting Geologist, Toronto, Ontario 2013–2014 • Major projects include Global Atomic Fuels Corp. (Uranium), Harte's Gold Corp. (Gold), and Opta Mineral Engineering Services (Various Deposits) • Engaged in interpreting and modeling lithology and mineralization of various deposits • Responsible for resource estimation, project management, quality assurance/quality control

Project Manager/Geologist, DNI Metals Inc., Toronto, Ontario 2012– 2013 • Along with CEO, planned and authorized approximately $3 Million CDN for the exploration program involved in drilling for base–metal and REE potential • Demonstrated ability to manage a team while coordinating exploration program with frequent site visits and collaboration with geological crew, and providing technical guidance Project Geologist, Detour Gold Corp., Cochrane, Ontario 2009 – 2012 • Supervised drill program and communicated daily site activities to multi–disciplinary team of engineers, geologists, project managers, and land personnel • Logged core to interpret mineralization and lithological control of 16.5 million–ounce open pit gold deposit, from exploration stages through advanced delineation to grade control EDUCATION Master of Business Administration (MBA) in Investment Management Candidate, John 2014 – Present Molson School of Business with CFA integration, Concordia University, Toronto campus, ON Bachelor of Science (Specialization in Geology), The University of Western Ontario, 2005 – 2009 London, ON

LANGUAGES English, Italian (Fluent, written, spoken)

COMPUTER SKILLS Microsoft Excel and Access, Bloomberg, SQL, GEMcom (3D Resource Estimation), Datamine (3D Resource Estimation), Surfer (GIS Program), Fusion (Data–management software) EXTRA CURRICULAR ACTIVITIES Crossfit competitor: Finished 2nd in Rx Division VSC Competition in June 2014 Snowboarding

14 514–885–9339 ZHIYING FENG [email protected] / [email protected] 1845 De Maisonneuve O., #7, Montreal

CORE COMPETENCIES Accountancy & Audit Outstanding Organizer Trilingual Team Leader & Player Mentoring and Coaching Cross–culture Communication SUMMARY OF QUALIFICATIONS • Four years’ intern experience in accounting and auditing • Rich experience in volunteer work & commerce–related jobs • Proficiency with computer software programs WORK EXPERIENCE Audit, KPMG Guangzhou, China Winter 2014 • Provided risk audit services for Guangqi Honda, a leading Chinese automobile manufacturing joint venture company employing over 8,000, and for Guangzhou Pharmaceutical Holdings Limited, a major player in pharmaceutical industry that employs about 20,000 people • Drafted audit working paper, analyzed relative factors that influence working efficiency of internal audit and put forward suggestions for improvement Audit Intern, China Telecommunications Corp, Guangxi, China Summer 2013 • Evaluated internal control policies and recommended program improvements • Analyzed financial statements, identified trends and anomalies and resovled accounting issues • Received pre–placed work offer based on strong performances reviews Teaching Assistant, Jinan University International Summer School Program, Guangzhou, China Spring 2013 • Assisted Professor Camilo Rubbini, visiting staff from Indiana University of Pennsylvania, in Econometrics, Money and Banking courses • Assisted with lesson plans and organized various sporting events and activities Executive Assistant, APEC Summit, Haikou City, China Winter 2012 • Interpretation & Translation Volunteers Leader at the Asia–Pacific Economic Cooperation Summit • Led a team of interpreters to assist visiting foreign affairs leaders and guests from over 20 countries • Received letters of appreciation from the APEC Committee vice president for meritorious service Audit Intern, Zhongyi Accountancy Firm, Guangxi Province, China Winter 2011 • Worked closely with senior auditors and company CEO in various client matters, focusing on annual reports, asset verification, capital verification and management consultancy EDUCATION MBA–CFA Candidate, (Major: Investment Management) John Molson School of Business, 2014 – Present Concordia University, Toronto campus, ON Bachelor of Science in Economics, TJinan University, Guangzhou, China 2010 – 2014 • Bronze Award, National Academic Challenge Cup • Merit Award, Graduate Enterprise Project Competition • Outstanding Leader Award, Jinan University VOLUNTEER EXPERIENCE 2015 – Present Volunteer, VITA & Association Voloutaire De Chinois Team Leader, Free Lunch Organizer; Volunteer, Shelter for Homeless Pets; Leader, Soul and Poem Contemporary Dance Society; Volunteer of Guangxi Province Library LANGUAGES English, Chinese Cantonese and Mandarin (fluent, written and spoken) COMPUTER SKILLS E–Views, Corel Video Studio, Photoshop and Microsoft Office Softwares EXTRA CURRICULAR ACTIVITIES BEC–Vantage (Business English Certificate of Cambridge) & BEC–HIGHER Interests: calligraphy, dance, piano, debating, Tai Chi.

15 514–660–5608 MENGWEI GAO [email protected] 1725 de Maricourt, Montreal, Quebec, H4E 1V6

CORE COMPETENCIES Team player High degree of professionalism Fast learner Leadership Initiative Internal and external relationship management Corporate banking Credit analysis Cash management PROFILE 12 years of experience in financial institutions, trade companies and manufacturers, along with over 6 years of client relationship management experience in corporate banking. WORK EXPERIENCE Customer Service Agent, Cash Management Operation, BNP Paribas, Montreal, QC 2013 • Processed account payments in position of BNP New York • Investigated payments in response to internal and external inquiries • Identified fraud payments in order to conduct risk control Reconciliation Administrator, Computershare, Montreal, QC 2012 • Reconciled check payment and funding accounts in • Ensured the reconciliation of U.S. corporate clients’ accounts with Computershare; escalated outstanding items when necessary Client Relationship Manager (Assistant Vice President)/ Account Manager, Corporate Banking 2012 Citi Bank, Tianjin (China) 2010 Societe Generale, Tianjin (China) 2009 – 2010 Bank, Beijing (China) 2004 – 2009 Key achievements: • Exceeded revenue budget each year except for 2009 • Created effective communication methods with clients and other departments • Initiated cooperation program with PE and VC firms, which generated over USD50k per annum in following years Tasks and responsibilities • Built relationships with corporate clients; cross–sold corporate banking and investment banking products and services, assisted clients in identifying their requirements and structured tailor–made solutions with expected annual revenue budget of USD20k to USD1mm • Submitted credit proposal for new relationships and coordinated with credit analysis team and credit risk approvers to set up risk mitigates and risk triggers according to the BRR (Business Risk Rating) • Maintained portfolio credit quality by ensuring regular credit reviews, monitoring of risk concentrations and early identification of problem situations • Coached assistant relationship managers, other relationship managers, and graduate associates EDUCATION / TRAINING MBA/CFA Candidate (expected to graduate in 2016), Goodman Institute of Investment Management, 2013 – Present John Molson School of Business with CFA integration, Concordia University, Montreal, QC Certificate of Proficiency – French for Professional Communication, McGill University, 2013 – Present School of Continuing Studies, Montreal, QC French Course, Champlain Adults Education Center, Montreal 2012 – Present Bachelor of Economics, Tianjin University of Finance and Economics, Tianjin (China) 1995–1999 LANGUAGES English, French, Mandarin Chinese, Cantonese

COMPUTER SKILLS MS Office Suite, Lotus Notes, assorted systems (credit approval, credit rating systems, account management systems, trade operating systems, derivatives deals booking systems, Moody’s Risk Analysis, Cybernet banking applications, Oracle) OTHER ACTIVITIES AND INTERESTS Hiking, volleyball, literature, music and art

16 514–632–1446 MILAD GOODARZ [email protected] 27 Read Drive, Toronto ON M2K 0A6

KEY SKILLS Quantitative and analytical skills Attention to detail Business understanding Problem solving Team player Great interpersonal skills EDUCATION Master of Business Administration in Investment Management 2014–Present John Molson School of Business, Concordia University, Toronto, ON Master of Engineering, Concordia University, Montreal, QC 2010 – 2012 Industrial Control & Automation – Mechanical Engineering • GPA: 3.58 (graduated with distinction)

PROFESSIONAL QUALIFICATION CFA level II candidate

EMPLOYMENT EXPERIENCE Assistant Engineer (Intern),Afza Inc., Montreal, QC 2012–2013 • Assistant in the procurement office for the cost evaluation of installation and shipment of various manufacturing machines • Interacted with customers and presented projects which ultimately led to landing two projects Production Line Engineer, Resin Form Sazan Inc., Mashhad, Iran 2008–2010 • Assistant of the head engineer • Prepared and presented monthly cost analysis and ways to cut expenses to the CEO, resulting in an estimated 10% drop in total cost of production • Managed a team of 4 people working with one of the production line machines Project Coordinator, Fafa Food Industries, Mashhad, Iran 2007–2008 • Member of the installation team of an Italian tomato/apple puree manufacturing line • Assisted the team to finish the project 2 weeks ahead of schedule • Prepared and reported summaries on the installation process for the site manager

UNIVERSITY PROJECTS Analysis of Gainsboro Machine tools case 2014 • Analyzed financial statements of the company and its estimated cash flows using the DCF model • Based on the analysis a decision was made on the rate of dividend payout ratio Alternative Investment portfolio management 2013 • Created a balanced portfolio with the main focus on alternative investments • Received the best mark of all reports presented in class

SOFTWARE SKILLS MS Word, MS Excel, MS PowerPoint and various engineering software

LANGUAGES English and Farsi (fluent, written and spoken)

EXTRA–CURRICULAR AND VOLUNTEER EXPERIENCE • Organizer of indoor soccer league (Montreal) • Member of Azad University Basketball and Soccer Team (Mashhad, Iran) OTHER INTERESTS • Team sports, especially basketball and soccer • Passion for movies, photography and travel

ca.linkedin.com/in/miladgoodarz 17 416–930–8824 RYAN GRANT, CFP, CIM, FCSI [email protected]

KEY SKILLS High Net Worth Wealth Planner Professional Sales Experience Public Speaking MBA/CFA Candidate IIROC and Life Licensed Training and Mentoring SUMMARY OF QUALIFICATIONS • Accredited advisor with several years of high net worth wealth planning experience • Strong sales record adding over $25 million in net new assets to my client book in the past three years • Dynamic public speaker regularly delivering investment seminars to large and small groups EDUCATION MBA Candidate, John Molson School of Business, Concordia University, Montreal, QC 2014 – Present • CFA Institute Partner Program, Enrolled in 2015 CFA Level 1 Exam Professional Designations and Licenses 2003 – Present • Honoured as a Fellow of the Canadian Securities Institute (2014) • Earned Chartered Investment Manager (CIM) designation (2014) • Life Insurance Agent Licence (2009) • Earned Certified Financial Planner (CFP) designation (2007) Bachelor of Commerce, Ryerson University, Toronto, ON 2003 – 2007 • Major in Finance, Minor in Entrepreneurship WORK EXPERIENCE Senior Financial Consultant, MD Financial Management, Toronto, ON 2007 – Present • Manage a portfolio of over 300 client households to create comprehensive wealth management plans and provide investment advice for a total of $130 million in assets. • Consistently exceed targets for client and asset acquisition: achieved 129% and 281% respectively in 2013 and 160% and 165% respectively in 2014. • Train and mentor Financial Consultant colleagues to support their success in the role. • Consult to Marketing and Insight departments at a national level to develop effective strategies and tools to attract and retain physician clients and enhance services levels. • Present educational seminars on a range of financial topics to groups of 10 to 250 people. Marketing Associate, CIBC Wood Gundy, Toronto, ON 2000 – 2003 • Assisted in creating marketing strategies to attract new clients and grow wealth planning practice. • Cogently related the advantages of meeting with a CIBC Wood Gundy Investment Advisor to business owners and executives with minimum investment portfolios of $500,000. COMPUTER SKILLS PlanPlus; Morningstar Workstation; Microsoft Dynamics; Microsoft Office VOLUNTEER EXEPERIENCE Volunteer Organizer, Dress for Success 2013 – Present • Independently organized what has become an annual corporate Suit Drive at my firm to help disadvantaged men and women in the GTA as they seek employment. Volunteer Educator, Junior Achievement of Central Ontario 2012 – Present • Teach full–day “Dollars with Sense” course to junior high school students in the GTA to enhance their understanding of the fundamentals of money management in a fun and interactive format.

18 514–634–5603 TONG GUO [email protected] 150–55e Avenue, Lachine, QC H8T 3B2

SUMMARY OF QUALIFICATIONS • CFA Level I achieved • Trained as scientists with broad–based experience in basic research and biotechnology, adapted to the environment of both academy and industry. • Flexibility to adapt to changing project priorities and multi–tasking. Ability to work in an interdisciplinary team environment. Excellent observational and organizational skills. WORK EXPERIENCE Senior scientist, Postdoctoral Fellow, Bio S&T, Montreal, QC 2010 – 2013 • Developed and commercialized an innovative technology for construction of full–length–enriched, single–stranded cDNA subtraction based hybridization library. Reviewed related articles and patents, suggested the experimental approach, evaluated the experimental results, developed and wrote the standard operation protocol (SOP). • Identified biomarker candidates for Idiopathic Pulmonary Fibrosis (IPF) employing an optimized in vitro Lung Slice Culture (LSC)–based screening platform. The first author paper related to the project has been published in the journal of Alternative to Laboratory Animals. 2014 Sep;42(4):235–43. Postdoctoral Fellow, Bellus Health Inc., Laval, QC 2010 • Charged with developing assays, evaluating competing or complementary scientific approaches and generating data for in vivo assay. • Reorganized the lab as an efficiently functional in vitro drug screening platform. • Successfully developed the SOP protocol for gabapentin primary binding assay. Postdoctoral Fellow, Lady Davis Institute, Jewish General Hospital, Montreal, QC 2006 – 2010 • Tumor research EDUCATION Master of Business Administration (Investment Management option), Candidate, 2013 – Present John Molson School of Business, Concordia University, Montreal, QC\ Ph.D. in Biology, Biology Department, Concordia University, Montreal, QC 2002 – 2006

19 416–831–5464 ANIRUDDHA RAMESH GUPTE [email protected]

ESSENTIAL SKILLS • Able to cope with high–pressure office environments • Customer–driven and quality–focused • Zest for work and learning • Able to work efficiently as a team or an individual • Successfully completed Financial Modelling (Beginner) course at Concordia University, Oct 2014 • Successfully completed the certificate program in Futures & Options for Beginners from ICICI Direct, Feb 2013 EDUCATION Masters of Business Administration in Investment Management 2014 – Present John Molson School of Business, Concordia University, Montreal, QC / Toronto, ON Diploma in Financial Management – Distance learning program 2012 – 2013 Welingkar Institute, DEC, Govt. Of India Bachelor of Engineering in Information Technology (B.E. IT) 2008 – 2012 Pillai College, Mumbai University, India PROFESSIONAL EXPERIENCE Administrative Partner (Part–time) Century 21, Percy Fulton Ltd. Brokerage, Toronto, ON Oct. 2014 – Present • Manage the database of the old, current and potential clients. • Preparation of various reports such as client’s feedback regarding the listings, special events, e–blasts and drip campaign. • Operate social media marketing, search engine optimization and back–linking to the blogs and listings on website. Financial Analyst, Mar EClerx Services Limited, Mumbai, India Mar. 2013 – May 2014 • Investigated and settled claims for a client that were generated due to late execution of trades. • Resolved claims generated by the interbank trade of products such as foreign exchange, loans, European Commercial Paper (ECP) and Money Market deals. • Verified and reconciled the payment received or sent for any claim settlement before uploading it into the internal system. • Awarded “Spot Reward” for best performance and closing maximum number of claims in July 2013, for best performance in Quarter, January– March 2014 and for closing maximum number of claims in April 2014. • Awarded with outstanding rating performance for 6 months in September 2013 and for 1 year from April 2013 – March 2014. Front Office Assistant, Mangalmurti Investments, Mumbai, India Jun. 2012 – Mar. 2013 • Worked with the Debt and Equity market department and assisted the team on investment strategies and goal planning. • Analyzed market trends and helped clients in their investments. • Provided professional client guidance for their investments in liquid funds and mutual funds. LANGUAGES English (fluent), Marathi (fluent), Hindi (fluent), French (basic proficiency)

COMPUTER SKILLS MATLAB, HTML, MS Office, MS Excel EXTRA CURRICULAR ACTIVITIES • Prepared project report on “The Analysis of Balance Sheet of Air India and Jet Airways” for Simoull Inc. under the guidance of Dr. Premraj Alva (September 2013). • Organized Virtual event as the Event Head in IMPULSE inter–collegiate technical festival (2012). • Participated as the Finance Head, organized the intra–collegiate Engineering Football League • Volunteered for a Virtual Stock Exchange event carried out during PIIT IEEE–IMPULSE Technical Festival (2009). •Winner of IEEE – IMPULSE.ZIP, 2008. The competition named as “Venture Funda” to demonstrate the setup and operation of an enterprise, was organized by Engineering College PIIT, Navi Mumbai, India. COMMUNITY SERVICE •Organized fundraising program through Rotaract Club that collected INR 17,000 to help drought affected people in the State of Maharashtra, India. (March 2013) • Held the position of Secretary of Rotaract Club of Dombivli East, India in the year 2012–13. •Student member of Computer Society of India (CSI) from March 2011 – March 2013.

20 647–861–3890 TE HU [email protected]

KEY SKILLS Bilingual Strong team player Database language Training Mentoring International experience SUMMARY OF QUALIFICATIONS • 3 months of sales experience • 6 months of on–campus working experience as database assistant EDUCATION MBA Candidate, John Molson School of Business, Concordia University, Montreal, QC 2014–Present • Fully integrated with the CFA curriculum. Bachelor of Engineering, Southcentral University for Nationalities, Wuhan, China 2010 – 2014 • Studied hardware and some software programming language. Bachelor of Arts, Zhongnan University for Laws and Economics, Wuhan, China 2011 – 2012 • Developed English communication skills and learned marketing theories, business negotiation, and international finance. WORK EXPERIENCE Salesman, Guangdong BBK Electronic Industrial Co., Ltd. Sept. 2009 – Jun. 2010 • Selling products to customers face–to–face. • Improved my communication and sales skills. Assistant Database programming, Southcentral University for Nationalities Feb. 2014 – May 2014 • Conducted written operations of the data in the database. • Used SQL Server 2005 to build a database, combining with the Visual V++ 6.0 ADO database access technology.

COMPUTER SKILLS SQL, C language, C+

LANGUAGES English, Mandarin, Cantonese (fluent, written and spoken)

EXTRA–CURRICULAR AND VOLUNTEER EXPERIENCE Assistant to the Director of 2012 English Talent Competition, Southcentral University for Nationalities 2012 – 2013 • Involved in site selection, contest process planning and personnel assignment. • Conducted opinion surveys and studied previous competitions. • Proposed to adopt the diversified competition modes, including one–minute individualized English show, English–language singing competition, English–language drama performance. OTHER INTERESTS • Tennis: Intermediate tennis player • Travelling

21 647–832–6997 ZHIYANG HU [email protected]

KEY SKILLS International Experience Bilingual Logical thinking

SUMMARY OF QUALIFICATIONS • Skilled in the analysis of personal ability • 8 months’ experience as a student supervisor taught me to analyze a person’s academic foundation and potential, and then create an appropriate study plan to help maximize their potential.

EDUCATION MBA Candidate, John Molson School of Business, Concordia University, Montreal, QC 2014–Present • Received student entrance scholarship Bachelor of Science in Banking and Finance, University of Essex, Colchester, UK 2011 – 2013 • Studied hardware and some software programming language. Bachelor’s Degree of Economics, Jiangxi University of Finance and Economics, Jiangxi, China 2009 – 2011 • Developed English communication skills and learned marketing theories, business negotiation, and international finance. WORK EXPERIENCE Intern, Essence Securities, Nanchang, China Mar. 2014 – Aug. 2014 • Selling products to customers face–to–face. • Improved my communication and sales skills. Student supervisor, North America Tests Learning & Researching Centre of New Oriental School 2013 – 2014 • Design study plans for middle/high school students to help them pass SAT and TOEFL Typist, Women and Children Union Association, Xinjian County, China Jul. 2010 – Aug. 2010 • Acquire knowledge relevant to human rights protection • Complete typing work and neaten daily files

COMPUTER SKILLS Microsoft Word, Excel

LANGUAGES English, Chinese (fluent, written and spoken)

EXTRA–CURRICULAR AND VOLUNTEER EXPERIENCE Volunteer, Southcentral University for Nationalities Sept. 2009 • Won the Municipal Honorary Award for volunteer of charity performance in Nanchang City OTHER INTERESTS • Experience Abroad: Native of China, lived 2 years in UK, traveled in France and Spain.

22 ca.linkedin.com/in/zhiyanghu 438–825–3499 EUNHA HWANG [email protected]

KEY SKILLS Multilingual Accounts Receivable & Payable Retail Banking Leadership & Public Speaking Team Management Mentoring & Coaching

SUMMARY OF QUALIFICATIONS • Over 3 years of experience in Finance • Over 2 years of experience in Marketing EDUCATION MBA Candidate, John Molson School of Business, Concordia University, Montreal, QC 2014–Present • MBA in Investment Management with Complete CFA Integration Bachelor of Arts (Combined Honours in Linguistics & French), Dalhousie University, Halifax NS 2007 – 2011 • GPA: 3.9/4.3 • Thesis: L’Influence de l’anglais sur le coréen. (2011) • Received the Dalhousie University Medal in French. (2011)

WORK EXPERIENCE Accounts Payable Admin Support, CGI, Montreal QC 2014 – Present • Analyze and reconcile accounts payable items outstanding in the bank or general ledger. • Research, analyze, and resolve invoice discrepancies or issues. Marketing Manager (Part–time), SabrTech Inc., Halifax NS 2012 – Present • Work closely with the company’s CMO to develop marketing strategies to meet company objectives. • Manage the design, search engine optimization, and usability of the company website. Accounts Receivable Admin Support, CGI, Montreal QC 2013 – 2014 • Managed all accounts receivable activities of business units in the assigned regions in Europe. • Worked with the payment allocation team and the business unit members to ensure accurate, daily application of approximately 300 payments (worth up to 20 million EUR per payment). • Provided training to the payment allocation team members to complete tasks more efficiently. Bilingual Mortgage/Loan Specialist, Scotiabank, Halifax NS 2011 – 2013 • Provided services for mortgages and loans (valued up to $5 million CAD) to approximately 80 French and English clients per day. • Developed and implemented individual/team strategies to achieve productivity and sales goals.

COMPUTER SKILLS MS Office – Word, PowerPoint, Excel, Outlook, Access Operating Systems – Windows 95, 98, XP, Vista, 7, 8

LANGUAGES English (fluent), French (fluent), Korean (fluent), Spanish (intermediate)

EXTRA–CURRICULAR AND VOLUNTEER EXPERIENCE Volunteer community worker, Immigrant Services Association of Nova Scotia 2009 – 2014 Volunteer event coordinator, Fundraising Concert for the Veterans of the Korean War 2008 – 2010 Honours graduate in piano, The Royal Conservatory of Music 2008 Recipient, 1st degree black belt in Tae Kwon Do 2010 OTHER INTERESTS I’m an architecture and design enthusiast. In my spare time, I enjoy trying out new recipes, traveling abroad, and listening to jazz, R&B, and all kinds of music. I like to stay active by hiking, biking, downhill skiing, golfing, and practicing Tae Kwon Do and yoga.

linkedin.com/in/eunhahwang 23 416–803–4299 KAYTE INKPEN [email protected]

KEY SKILLS Sales Risk Analysis Project Management Strategic Planning Leadership and Marketing International Experience

SUMMARY OF QUALIFICATIONS • 4+ years investment management industry experience • Business development and investment sales experience • Strong mutual fund and investment product knowledge • Project & risk management experience • Pension fund and administrative experience EDUCATION MBA Candidate, John Molson School of Business, Concordia University, Montreal, QC 2014–Present • Specialization in investment management • CFA candidate Bachelor of Arts (International Development & Economics), Dalhousie University, Halifax NS 2005 – 2011 • Studied abroad at the University of St Petersburg, Russia and the University of Havana, Cuba Diploma (Marketing), College Lasalle, Montreal, QC 2008 – 2010 • First Place – Business communications strategy award WORK EXPERIENCE Sales Coordinator, RBC Global Asset Management, Toronto, ON 2007 – 2009 • Responsible for ongoing strategic client relationship management to drive sales • Responsible for managing the territory budget and ensuring compliance with RBC practice and policies • In collaboration with team, responsible for the development and implementation of territory sales plans Project Coordinator & Enterprise Risk Management Associate, Ontario Pension Board, 2012 – 2013 Toronto, ON • Work closely with the company’s CMO to develop marketing strategies to meet company objectives. • Manage the design, search engine optimization, and usability of the company website. Bilingual Executive Assistant, Finance & Corporate Affairs, Ontario Pension Board, 2012 – 2012 Toronto, ON • Provided high–level administrative support to OPB’s executives • Managed highly confidential and time–sensitive investment trade instruction letters in an efficient manner to support OPB’s investment strategy

COMPUTER SKILLS Microsoft Office, Adobe, Microsoft Dynamics/CRM

LANGUAGES English, French

EXTRA–CURRICULAR AND VOLUNTEER EXPERIENCE Employee Campaign Chair (ECC) – Ontario Pension Board , United Way of Greater Toronto 2012 – 2014 • Increased campaign participation by 8% • Increased total donations by 51%

24 linkedin.com/profile/view?id=75444548&trk=nav_responsive_tab_profile 514–662–8853 MOHAMAD ZAKARIA ISMAIL [email protected] 1250 Lombard Crescent, Apt. 208, Montreal,QC KEY SKILLS Consulting Event Management Project Management Entrepreneurship Programming International Experience Corporate Finance Renewable Energy Systems Power Electronics

SUMMARY OF QUALIFICATIONS • Two–year event management experience • Three–month Network Consulting Internship • Business administration Minor WORK EXPERIENCE Core/IP Network Consultant, ERICSSON, Telecommunications, Beirut, Lebanon Jul. 2013 – Sept. 2013 • Recommended MPBN design solution to accommodate 2 million subscribers. • Minimized expenses by optimizing design to allow further subscriber expansion. Cofounder/Manager, Amnesia, Event Management, Beirut, Lebanon 2012 – 2014 • Managed social events each with an average of 150 attendees. • Maximized profits through building a strong network of promoters, leading to high number of attendees. Marketing & Sales Intern, Urbanatic, Schools of DJs, Beirut, Lebanon Jan. 2012 – Feb. 2013 • Applied street marketing principles • Signed three sponsors to fund DJ workshops across different universities in New Delhi. EDUCATION Candidate for MBA in Investment Management, John Molson School of Business 2014 – 2017 Concordia University, Montreal, QC Bachelor of Engineering, (Electrical & Computer Engineering), American University of Beirut, 2010 – 2014 Beirut, Lebanon Business Administration Minor, Olayan School of Business, American University of Beirut, 2012 – 2014 Beirut, Lebanon

LANGUAGES English, Arabic (fluent, written and spoken)

COMPUTER SKILLS C++, MATLAB, MIPS, Excel ,Power World, DIALUX, Microsoft Office, AutoCAD

EXTRA–CURRICULAR AND VOLUNTEER EXPERIENCE Public Relations Administrator, Syrian Cultural Club 2012 – 2013 • In charge of securing sponsorship for numerous events of the club(ex: camping trips, ski trips) Executive Committee Member, Investment Club 2012 – 2013 • Organized a Forex workshop on campus with around 200 attendees. OTHER ACTIVITIES AND INTERESTS DJing, Reading, Gaming, Technology, Bodybuilding, Nutrition, Travelling, Charity, Electronic Music

ca.linkedin.com/in/moezismail 25 514–652–2392 RUI JIANG [email protected] 516 2e Avenue, Verdun, Montreal, QC, Canada SUMMARY OF QUALIFICATIONS • Academic experience in researching, analyzing, problem–solving for investment management • Ability to meet deadlines along with the capacity to handle multiple projects with detailed focus • Skills to develop key relationships and thrive in a team–based environment • International background and willingness to travel and relocate EDUCATION BACKGROUND MBA in Investment Management, CFA Level III Candidate, John Molson School of Business 2012 – Present (JMSB), Concordia University, Montreal Bachelor of Administration, Accounting, China University of Mining and Technology (CUMTB), Beijing 2007 – 2011 • 3rd Prize Scholarship in 2009 (Awarded to top 15% students in the university)

CAREER–RELATED EXPERIENCE Executive Assistant (Internship), AENTIB GROUP, Montreal Nov. 2014 – Present • Research and analyze potential investors for specific private equity funds • Interact with Chinese institutional private equity investors for strategic partnership development • Assist with daily administrative work Peer Advisor, Career Management Services (CMS) of JMSB, Concordia, Montreal Jul. 2013 – Oct. 2014 • Reviewed career portfolio and delivered 3–5 workshops per week to provide recommendations for improvement • Represented CMS in assisting in managing career events and offered quality customer service • Generated enthusiasm and encouraged JMSB students to meet with their career advisors and attend events Executive Assistant to CEO, Founder Information Industry Group, Beijing 2011 – 2012 • Reviewed daily reports and gathered research and product information from internal and external sources • Arranged domestic and international business conferences efficiently and took meeting minutes • Responded to CEO’s schedule and travel arrangements along with preparation of all corporate events • Completed a 10–page training document for the position to save training expense

OTHER WORK EXPERIENCE Part–Time English Teacher, New Oriental Education & Technology Group, Beijing 2010 – 2011 • Completed the New Concept training courses for more than 80 hours in the summer of 2010 • Delivered courses for 2 intermediate classes and completed the teaching task successfully LANGUAGE SKILLS English (fluent in written and spoken), Mandarin (native with certificate)

COMPUTER SKILLS MS Word, MS Excel, MS PowerPoint, Adobe Audition

OTHER SKILLS Broadcasting: Worked as editor, broadcaster and producer in CUMTB Radio Station for 3 years Public Speaking: Spoke as the student representative on the Centenary of CUMTB EXTRA–CURRICULAR AND VOLUNTEER ACTIVITIES • Project Leader of “Myself, My World” of AIESEC Ankara, Turkey Jun.–Aug. 2014 • Team Host Volunteer of 2013 John Molson MBA International Case Competition, Montreal Jan. 2013 Editor, broadcaster and producer of CUMTB’s Radio Station, Beijing 2007–2011 • Volunteer of 2008 Beijing Olympics and Paralympics, Beijing Jul. 2008–Sep. 2008 • Vice President of Liaison Department of Students’ Union of CUMTB, Beijing 2007–2008

26 438–966–3711 STAS J. KHANUTIN [email protected]

KEY SKILLS Academic Research Microsoft Excel VBA Financial Modeling Problem Solving Equity Searching International Experience Analytical Thinking Technologically Savvy Resilient and Dependable PROFILE Current MBA in Investment Management student of John Molson School of Business and Goodman Institute. Hold B.A. diploma in Economics and Business Administration with concentration in finance. Conducted 2 research projects as part of my undergraduate degree. Have extensive and successful experience in work under pressure on jobs that demand high levels of responsibility, accuracy and order. Studied in three different countries, have great understanding of cross– cultural issues, able to adapt to diverse environments, tasks, and situations quickly. EDUCATION Master of Business Administration (Investment Management), John Molson School of 2014–Present Business, Concordia University, Montreal, QC Bachelor of Arts (Economics & Business Administration; Finance), Ariel University, Ariel, Israel 2011 – 2014 • Cumulative Grade Point Average: 87.8 (100 pt. scale) • Dean’s List (2012)

WORK EXPERIENCE Bookkeeping, Technical Support, The Mosaik Family Resource Centre, Montréal, Québec 2014 – Present • Provide help with bookkeeping and accounting related tasks Security Officer, S.B. Shmira Ubitahon, Petah Tikva, Israel 2012 – 2013 • Corresponded with and managed security team • Supervised cargo shipments to ensure their integrity • Tracked and maintained security records on detailed databases Entry Control Officer, Modi’in Ezrachi, Ariel, Israel 2011 – 2012 • Ensured security in my area of responsibility • Provided immediate solutions for public inquiries Tactical Data Systems Specialist, Israel Defense Force, Israel 2008 – 2012 • Specialized in digital and analog proprietary systems • Managed on–field coordination and data transfer

LANGUAGES English, Russian, Hebrew, Ukrainian

COMPUTER SKILLS MS Excel, Virtual Basic for Applications, Sage Simply Accounting, MS Office, IBM SPSS, Mac & Windows OS

INTERESTS Business Valuations, Financial Modeling, Economics, High Tech & Biotechnology, Skating, Backpacking, Plant Cultivation

linkedin.com/in/staskhanutin 27 514–564–6644 TIMOTHÉE LAURIN [email protected] 987 St–Philippe, Montreal, QC KEY SKILLS License Crisis Management Strong Team Player Strong Customer Service Mentoring and Coaching Bilingual

SUMMARY OF QUALIFICATION • Canadian Securities Institute: Canadian Securities Course, Conduct and Practices Handbook course • Licensed Paramedic • Supervising Experience (2 years) WORK EXPERIENCE Investment Representative, National Bank Direct Brokerage, Montreal (QC) 2014–Present • Trading of securities (stock, fixed income, mutual funds, exchange traded funds) • Responding to various inquiries about investment • Customer support for registered accounts • Take part in continuous education (IIROC sanctioned) Research Assistant, ESG UQAM, Montreal, QC 2013 – 2014 • Research on corporate governance • Grading of business strategy papers Fireman (Part–time), Municipality of Cantley, Cantley, Qc 2003 – 2011 Respond to various emergencies Took part in continuous training (Québec sanctioned as well as in–house) EDUCATION MBA, Investment Management, Goodman Institute of Management 2014 – Present Concordia University, Montreal, QC B.B.A, Finance, ESG UQAM, Montreal, Qc 2011 – 2014 LANGUAGES English, French (fluent, written and spoken), Spanish (beginner)

COMPUTER SKILLS Microsoft Office Suite, T80 Trading platform

EXTRA–CURRICULAR AND VOLUNTEER EXPERIENCE Volunteer work for Paramedics without Borders: Visited rural Honduras in order to provide training to EMS services Presided Cantley’s Fireman Association: Various volunteering throughout the community

28 514–571–3365 HUILIN LI [email protected] 1420 Rue Crescent, Montreal, Quebec, Canada EDUCATIONAL HISTORY Master of Business Administration in Investment Management, John Molson School of Sept. 2014 – Present Business, Concordia University, Montreal, QC • GPA: 88 out of 100, top 10%. Bachelor of Accounting, Jinan University, Guangdong, China Sept. 2010 – Jun. 2014 • Awarded second prize for academic excellence at Jinan University in 2011, third prize in 2012 and 2013. • Passed 13 of 14 exams of ACCA. KEY SKILLS Language: Fluent in Mandarin and English, possess basic French Computer Skills: Microsoft such as Word, PowerPoint, Excel LANGUAGES English, French (fluent, written and spoken), Spanish (beginner)

PROFESSIONAL EXPERIENCE Assistant in assurance, BDO China Shu Lun Pan Certificated Public Accountants LLP, Jan. 2013 – Mar. 2013 Guangdong, China • Participated in annual audits of 2 companies, and internal control of one corporation. • Learned basic audit procedures for several accounts. Assistant in assurance in Deloitte, Guangzhou, China Dec. 2013 – Mar. 2014 • Exceeded expectation in quarterly evaluation. • Participated in annual audits of 3 group companies. • Helped auditors to do preparations, including confirmed bank confirmation, working papers as cash, inventories, payables etc. EXTRA–CURRICULAR ACTIVITIES Public Relations Department of Student Union of Jinan University Sept. 2010 – Jun. 2011 • Found two businesses to sponsor school activities, contacted them and sent out leaflets on campus. • In charge of recruitment of cheering squad and school–scaled activity attracted about 300 people. • Responsible for a singing group of 120 to attend a singing competition and won the first prize among 14 schools. Youth Volunteers of Zhuhai Sept. 2011 – Jun. 2012 • Volunteered in the Library of Zhuhai for two hours every two weeks. • Took part in various volunteer events, like knitting scarves for underprivileged children. Student Chorus of Jinan University Sept. 2010 – Jun. 2012 • Attended practice for two hours twice a week. • Took part in Zhuai singing contest with the team of 60 people, won the third prize.

29 514–655–7488 XIANGDONG LI [email protected]

KEY SKILLS Computer Skills Bilingual Analytic skills Problem solving International experience Time management

SUMMARY OF QUALIFICATIONS • Capability to meet commitments and manage priorities in fast–paced environment • Good team player • Proactive work ethic, quick learner and innovative problem–solver EDUCATION MBA Candidate, John Molson School of Business, Concordia University, Montreal, QC 2014–Present • MBA in Investment Management with Complete CFA Integration Bachelor of Finance, Shandong University of Economics and Finance, Jinan, 2009 – 2013 Shandong Province, China • Won the first prize scholarship for two semesters

WORK EXPERIENCE Bank Teller, China Merchant Bank 2013 – 2014 • Experienced in fully understanding client requirements. • Held weekly conference calls for the team. Apprentice, Zhongcheng Brokerage Company 2010 – 2011 • Worked with experienced chart analysts. • Acted as Assistant for the research team.

COMPUTER SKILLS Microsoft Excel, Microsoft Word, Microsoft PowerPoint

LANGUAGES English, Mandarin (fluent, written and spoken)

EXTRA–CURRICULAR AND VOLUNTEER EXPERIENCE Senior Assistant, Student Union of Shandong University of Economics and Finance 2009 – 2011 • Successfully held basketball tournament in the university OTHER ACTIVITIES AND INTERESTS • Volleyball: Won third prize in provincial tournament. • Experience Abroad: Traveled independently in Europe for one month.

30 514–979–2676 JEFFREY LINDELL [email protected]

KEY SKILLS Leadership & Management Operations Management Project Management Marketing & Sales Budgeting & Financial Analysis Event Management

SUMMARY OF QUALIFICATIONS • Comfortable in both structured and fast paced environments • Excellent communicator in developing business relationships, negotiating contracts and selling products to stakeholders and customers EDUCATION MBA Candidate, John Molson School of Business, Concordia University, Montreal, QC 2014 – Present • 4.0 cumulative GPA • Attending school on a full–time basis while working full–time as well Bachelor of Commerce (Finance), John Molson School of Business, Concordia University, 2002 – 2005 Montreal, QC

WORK EXPERIENCE Sport & Business Development Director, Water Polo Canada, Ottawa, ON 2008 – Present • Primary responsibilities include the development, implementation, monitoring and evaluation of growth initiatives, business development plans and innovative operational solutions to create a strong and sustainable pipeline of athletes, coaches and officials to succeed at the . • Creation of financial models for project budgets and sales forecast of membership dues. • Issue and manage RFPs to potential partners and sponsors and conduct financial analysis of the total benefits and return on investment. • Analysis and valuation of the water polo properties in order to generate new revenue sources and diversification for the organization as a whole. • Regularly conduct gap analysis of domestic programming, presenting creative solutions to stakeholders and oversee the implementation of strategies given budgetary constraints. • Manage web based communication solutions developing and maintaining corporate and marketing web site. High Performance Coach, Dollard Water Polo Club, Montreal, QC and Water Polo Canada, 2000 – 2008 Ottawa, ON • 4–time National Champion with the Dollard Water Polo Club (2003, 2005, 2007, 2007) • National team coach and team manager with Water Polo Canada • Develop annual program and periodization plans

COMPUTER SKILLS MS Word, Excel, PowerPoint & Outlook, 3rd party CMS, Adobe Dreamweaver, Windows and Mac operating systems

LANGUAGES English, French (fluent, written and spoken)

EXTRA–CURRICULAR AND VOLUNTEER EXPERIENCE Water Polo Sport Organizing Committee Chairperson, Toronto 2015 Pan/Para–Pan 2012 – Present American Games • Chairperson of the water polo organizing committee managing the technical and logistical operations. Board of Director, Maccabi Canada 2009–2010 • National board member providing expertise and insight into the Canadian sport system and culture.

linkedin.com/in/jeffreylindell 31 438–888–1988 (KATHERINE) YUTONG LIU [email protected] 1190 Rue Guy, Montreal PROFILE • Competitive educational background, research experience, passion and dedication. Advanced grasp of core subjects including Advanced Financial Accounting, International Financial Management, Economics, Accounting of Financial Institutions, Operations Research, Statistics, Auditing. • Strong work ethic, good interpersonal communication skills, highly organized. • Problem–solving skills and acting as a team player: I can cooperate and take a leadership role when appropriate. I was 'cadre' of the Student Union and a TA in my class. • Adaptability: I adapt to new situations quickly, and embrace challenges and new ideas. Studying abroad has trained me to adapt to diverse environments and situations. EXTRA–CURRICULAR AND INTERN EXPERIENCE Receptionist, Agricultural Bank of China, Wuhan, Hubei, China Jan. 2011 – Mar. 2011 • Responsible for helping customers fill out forms and answer their questions. Trainee, HSBC, Wuhan, Hubei, China May 2013 – Jul. 2013 • Learning various services HSBC offers to individuals or firms Accounting assistant, Accounting Firm, Wuhan, Hubei, China Aug. 2013 – Sept. 2013 • Under the direction of a CPA, primarily dealing with the auditing process

EDUCATION MBA with Complete CFA Integration, Goodman Institute, John Molson School of Business, 2014 – Present Concordia University, Montreal, QC Financial Management, Hubei University, Wuhan, Hubei/China 2010 – 2014

LANGUAGES English, Mandarin

COMPUTER SKILLS Microsoft Word, Microsoft Access, Microsoft PowerPoint, Microsoft Excel

32 ca.linkedin.com/in/liuyutong 514–945–9186 ALEXANDRE LOMBARDI [email protected] 9200 de l’Ukraine, Montreal, Quebec H1R 3W2 EDUCATION CFA (Chartered Financial Analyst) Level III Candidate 2015 Passed Level I exam – June 2013, Passed Level II exam – June 2014 MBA in Investment Management, Concordia University, JMSB, GIIM Program, Montreal, QC 2012 – Present • GPA: 3.83, CFA Institute Student Scholarship Bachelor of Science: Major in Biochemistry, McGill University, Montreal, QC 2009

EMPLOYMENT EXPERIENCE Associate, Corporate Finance Division, BMO FINANCIAL GROUP, Montreal, QC Jan. 2015 – Present Responsible for the monthly/quarterly assessment of complex financial statements and accountable to perform all regular monitoring activities to support and maintain compliance within the Asset Based Lending portfolio • Works in a team that manages a complex portfolio of approximately 12 high–complexity accounts across multiple industries, with an average portfolio size of $400MM • Assist with the creation of availability and cash flow models that are used to assess the collateral coverage, financial soundness including appropriate covenant levels, debt service and repayment capabilities, and to structure the appropriate financings • Spread financial statements and undertake trend analysis of receivables, inventories, payables, margin/borrowing base and covenants to monitor and control client credit facilities Project Manager, N. SANI COMPANY LIMITED, Montreal, QC Sept. 2011 – Dec. 2014 N. Sani is a leading Quebec–based construction company founded in 1956. It has executed over 400 projects over the past five years, across 8 different provinces. Responsible for the estimation, execution and delivery of construction projects • Led a team that completed the high–profile $1.6 million refurbishment of the iconic Bordeaux prison courtyard, a project which was extensively covered by the press for the prison’s centennial anniversary • Executed a feasibility analysis for a 15–unit condo development project and presented my findings to senior management •Increased efficiency by conceptualizing the design of a new user–friendly “virtual plan room” where subcontractors can download and print plans for tender Junior Project Manager (Summer Intern), GENOME QUEBEC, Montreal, QC May 2011 – Aug. 2011 Through its innovation–driven investments, Genome Québec is the driving force behind the development of genomics in Québec by supporting over 80 research projects and 800 researchers. Member of the firm’s project management team, assisting the Program Manager on the full scope of project analysis • Oversaw, alongside the Program Manager, a portfolio of 10 large–scale research projects funded by Genome Quebec Coordinated and supported finalization of budgets and project launches SERVICE TO COMMUNITY Team Co–Captain and Volunteer, ALS SOCIETY OF QUEBEC, Montreal, QC 2006 – Present • Co–captain of a team that walks in the annual Walk for ALS in Montreal. To date, our team has raised over $20,000 for the ALS Society of Quebec Volunteer, PHYSIOTHERAPY DEPARTMENT, ROYAL VICTORIA HOSPITAL, Montreal, QC 2009 Assisted patients with individualized exercise programs recommended by the physiotherapists Peer Tutor, HIGH SCHOOL, CEGEP, AND UNIVERSITY LEVEL, Montreal, QC 2004 – 2009 • Met with students on a regular basis to offer learning assistance and work on study skills ADDITIONAL SKILLS AND INTERESTS Skills – Extensive knowledge of Microsoft Office, financial modelling, Bloomberg, Reuters Knowledge Activities – Member of the Goodman Institute Investment Club, avid tennis, soccer and squash player Achievements – Represented Montreal as a U16 singles tennis player in the Quebec Games (2003), Golden Key International Honour Society (Top 15%) (2011, 2012, 2013) Languages – English (Fluent), French (Fluent), Italian (Beginner), Spanish (Beginner) Interests – Investment Banking, Sales and Trading, Corporate Finance, Private Equity, Equity Research

33 Off.: 514–871–6059 Cel.: 514–601–2287 NICHOLAS MACKENZIE [email protected] 2150 Maisonneuve O. Apt. 1209, Montreal, QC, H3H 1L2

PROFESSIONAL EXPERIENCE Junior Analyst: Operations, VIA Rail Canada, Montréal, Québec Jan. 2009–Sept. 2010 • Responsible for the analysis and reporting of corporate–wide on–time–performance and fuel consumption Analyst: Finance, VIA Rail Canada, Montréal, Québec Sept. 2010 – Dec. 2013 • Responsible for the due diligence on infrastructure contracts with annual value of $60 M • Produced new customer–centric metrics to evaluate train performance • Financial control on fuel purchasing with a total annual value of $50 M • Member of the Fuel Hedging Committee Senior Analyst: Network Planning, VIA Rail Canada, Montréal, Québec Jan. 2014 – Present • Responsible for the optimization of the operating network with respect to capacity management and profitability • Responsible for increased equipment utilization ratios and increased operational efficiency with respect to reductions in maintenance and fuel costs year over year

EDUCATION Masters of Business Administration with Complete CFA Integration, John Molson School 2013 – 2016 of Business, Goodman Institute of Investment Management, Montreal, Quebec • Current GPA: 3.67 Bachelors of Engineering – Chemical, McGill University, Montreal, Quebec 2005 – 2009 • Worked with experienced chart analysts. • Acted as Assistant for the research team. I have passed my December 2010 level 1 CFA exam. I will be writing my CFA level 2 exam in June 2015

TECHNICAL CAPACITIES • Expert knowledge of Excel: considerable experience programming Visual Basic Macros • Strong quantitative skills: educational background in engineering, statistics, mathematics, modeling, and costing.

OTHER EXPERIENCE Coach June 2011 – Present • Coached softball and floor hockey teams consisting of individuals with varying mental and physical disabilities. The team placed 1st in Quebec for its division in 2011. AWARDS AND ACHIEVEMENTS • 2003–2004: Made CEGEP honor roll for being in top 10% of my program for both terms • 2006: “Bossman” award given to one counselor out of a staff of 70 for outstanding leadership at YMCA Camp Kanawana

34 514–549–9190 DIEULEVEULT MAFORIKAN [email protected] 1511 Ste–Helene, #111, , QC, J4K 3S9 SUMMARY As an ambitious professional pursuing a CFA charter to supplement an MBA in Investment management, Dieuleveult is skilled in processing, analyzing, interpreting and using important financial data. He seeks a challenging position in finance, where he can utilize his distinct background, skills and energy to deliver high levels of support and service to benefit a professional organization. SKILLS Personal: Self-motivated with ‘can-do’ attitude Technical and Financial Problem solver with a common-sense approach Proven knowledge of Capital Markets Equity Investments and Successful in both teams and self-managed projects indices - Bloomberg Microsoft Office Fluent in French and English Proficient: Excel Advanced Financial statement analysis (US Skilled in interacting with the public with professionalism GAAP & IFRS) Discounted Cash Flow - Forecasting - Valuation EDUCATION MBA – Investment Management, Concordia University, Goodman Institute of Investment May 2015 Management, Montreal, QC • CFA Level II Candidate 06/2015 CFA Institute Bachelor of Science, University of Alabama at Birmingham – School of Business May 2010 • Major: Finance

WORK EXPERIENCE Online Brokerage Representative, Scotia iTrade Nov. 2014 – Present • Provided effective solutions to inquiries related to online brokerage accounts (cash & registered accounts, equity and option quotes) • Handled a variety of transactions initiated by clients (contributions, withdrawals, etc.) Banking Representative, Bank of Montreal Mastercard, Montreal, QC Oct. 2012 – July 2014 • Used internal systems PAL/NCCS (green screen) to track, block and/or reissue different products • Investigated, reviewed, reported and resolved billing issues, using discretion • Proactive offers and solutions ranging from product transfers/upgrades to insurance products Mortgage Refinance Processor, Fargo Bank – Homewood, AL (USA) Jun. 2010 – Jun. 2011 • Successfully managed pipeline of 250+ loan applications per month • Enforced eligibility and ensured data integrity • Assisted the underwriting department in managing risk associated with specific loans and maintained communication Intern, Walt Disney World Company – Orlando, FL (USA) Aug. 2008 – Jan. 2009 • Operated a computerized POS system for transactions – Prepared daily bank deposits for about $30K in weekly sales • Assisted guests in various ways, resolved complaints in an effective and timely manner • Participated in formative classes for a unique look into the Fortune 100 company’s past, present and future EXTRACURRICULAR ACTIVITIES • Van Berkom Small–Cap Case Competition – Concordia University – Finalist with the Feb. 2014 Goodman Institute team Jun. 2009 – May 2010 • Green & Gold Fund – Asset Management Project at the University of Alabama at Birmingham – Analyst • 2010 Mercedes Half Marathon Finisher / Intramural Soccer / Brazilian Jiu–Jitsu 2010

35 514–346–7530 CHRISTOPHER MEHL [email protected]

KEY SKILLS Excels under pressure Technically proficient Team player Analytical Leader Determined

SUMMARY OF QUALIFICATIONS • MBA in Investment Management (expected graduation June 2015) • CFA Level 3 Candidate • Background in Computer Engineering • Participant in the National Investment Banking Competition, CFA Research Challenge, and Van Berkom JMSB Small Cap Case Competition EDUCATION MBA Candidate, GIIM Program, John Molson School of Business, Concordia University, 2012 – Present Montreal, QC • Teaching Assistant • Member of the Golden Key Honour Society (top 10 % of student body) Bachelor of Arts in Business Administration, University of Applied Science, Nuremberg, 2009 – 2012 Germany • Thesis Title “Stock Analysis Deutsche Bank • Semester abroad (Indiana University of Pennsylvania, Indiana, PA, USA) State Certified Engineer in Computer Science, Technical College, Erlangen, Germany 2007 – 2009 WORK EXPERIENCE Outdoor Event Guide (Summer Job), Leinen Los, Behringersmuehle, Germany 2005 – 2014 • Managed and coordinated everyday activities of Leinen Los staff • Established and maintained relationships with business and private clients • Guided and supported customers during the events to help them achieve better team work Software Engineer (Part–time), SIEMENS AG, Erlangen, Germany 2007 – 2010 • Created and maintained websites and multiple databases that were then used as a company intern knowledge platform • Helped to improve the Siemens communication platform which resulted in a cost and time savings Technical Assistant in IT–Electronic, Siemens AG, Erlangen, Germany 2003 – 2007 • Analyzed, troubleshot, advised and assisted with computer–related problems • Built different European metro and tram systems such as the driverless metro in Nuremberg and the tram in Paris COMPUTER SKILLS Programming, Financial Modeling, Bloomberg, Capital IQ, MS–Office

LANGUAGES German, English (fluent, written and spoken), French (Elementary proficiency)

EXTRA–CURRICULAR AND VOLUNTEER EXPERIENCE • Participant in the National Investment Banking Competition (2014) • Participant in the CFA Research Challenge (2014) • Finalist in the Van Berkom JMSB Small Cap Case Competition (2014) • Participant in the Capital Markets Boot Camp (2014) • Volunteer at Rebels for a Cause – Event organizer for a charity race (ongoing) OTHER ACTIVITIES AND INTERESTS American Football, Kayaking, Skiing

36 linkedin.com/in/christophermehl 514–945–7113 CHARLES–OLIVIER PATENAUDE [email protected] 1420 Dumais, Laval, Québec H7Y 1R3 PROFESSIONAL OBJECTIVES To work in a challenging environment where I can learn and leverage my skills in the financial industry.

EDUCATION In Progress MBA, Concordia University, John Molson School of Business, Concordia University • CFA Level III

Bachelor in Business Administration, Finance, UQAM Dec. 2011

PROFESSIONAL EXPERIENCES Internal Wholesaler, Manulife Investments 2012 – Present • Graduated from the Wholesaler Development Program (WDP) • Consultative selling • Business development Personal Banking Officer,Scotiabank 2011 – 2012 • Open bank accounts • Work with credit (mortgages, refinancing) • Work with investments (mutual funds, GICs) EXTRACURRICULAR EXPERIENCES Third place at the 2012 Commerce Games at Université Laval (Academic, finance) • Interuniversity competition (13 universities) • Solved a case study in 3 hours and prepared a 20–minute pitch Volunteering: Assistant Coach of an Atom CC hockey team (2010–2011) • Team of 17 children aged 9–10 years • Prepared practices and game plans • Advanced to division championship Sports: • Hockey • Golf (many interclubs) • Snowboarding

37 647–963–7733 DILYA RASOULOVA [email protected] 95 Thorncliffe Park Drive, Suite 2003, Toronto, ON

WORK EXPERIENCE Credit Market Risk Officer, TD Bank Financial Group, Toronto, ON July 2012 – Present • Monitored and resolved delinquent accounts on a daily basis within the guidelines of IIROC for Discount Brokerage, Financial Planning, Private Investment Advice and Institutional Services clients. • Participated in the weekly, monthly and quarterly option expiry process to mitigate financial risk to the firm. • Authorized and approved large trades and complex transactions. • Monitored on daily basis the out of order collateral accounts, guarantee waivers, standalone equities, and accounts with special borrowing clauses. • Wrote specs to build a new database for US & Canadian Collateral Lending. Wrote and ran testing scripts • Reviewed and acted on court orders, bankruptcies and other legal documents. • Helped improve existing processes such as current volume and out of order fees handling. • Prepared and delivered presentations for the senior management • Chairing Self–Assessment Committee – reviewing and auditing existing Risk procedures.

Senior Investment Representative, High–Value segment / Active Trader Specialist, Nov. 2007 – June 2012 TD Waterhouse, TD Bank Financial Group, Montreal, QC • Assessed risk, leverage, and margin requirement calculations for High Net Worth clients. • Executed option strategies, cross trades, and managed capital exposure. • Processed international as well as domestic trades. Monitored orders and executions placed on OTC • Reviewed mandatory and voluntary corporate action events (stock splits, stock dividends, spin –offs, exchanges, mergers, tenders, etc.) • Provided timely information on market activity and developments by staying up–to–date with current events, news, market trends and the factors affecting current market conditions. • Interacted with various trading desks regarding portfolio reconciliation trade settlement, valuation and documentation issues. • Sent multiple referrals to supporting departments and assisted on growing the business by bringing over 10M$ yearly. EDUCATION John Molson Business School – Goodman Institute MBA in Investment Management 2012 – 2015 McGill University Business Commerce – Major in Finance 2005 – 2008 Birmingham University, UK Business Administration Exchange Program 2006 – 2007 Vanier College Pure and Applied Science 2003 – 2005

PROFESSIONAL CERTIFICATIONS Derivatives Fundamentals Course (DFC) Options Licensing Course (OLC) Canadian Securities Course (CSC) Conduct & Practices Handbook (CPH)

COMPUTER SKILLS Computer–literate with extensive software proficiency covering wide variety of applications: • Bloomberg, Morningstar, Reuters • Active Trader Platform, ATP plus, Think or Swim Platform • Microsoft Office Suite: Excel, Access, PowerPoint • Thomson ONE COMMUNITY INVOLVEMENT • Volunteer at Mission Bon Accueil 2002 – 2008 • Team leader in the Ride for Juvenile Diabetes Research Foundation Canada 2010 – 2012 • Volunteer at JMSB MBA Case Competition Jan. 2013

38 647–891– 9013 FRANCIS CARLO BRIONES ROCO [email protected] 507– 350 Rathburn Road West, Mississauga, ON, L5B 3Y2 CORE SKILLS AND COMPETENCIES Excellent interpersonal and communication skills Quantitative analysis Self–Motivation, embracing risk and challenges Equity and derivatives Leadership and teamwork Reconciliation and reporting Technical skills and computer savvy Risk management Organizational and time–management skills Investment management ACADEMIC HIGHLIGHTS MBA in Investment Management, Concordia University Expected 2016 • Cumulative GPA 3.7 – Recognized Member of Concordia Golden Key International Honours Society 2015 Level III CFA Candidate Test to be taken Jun. 2015 • Ability to undertake multiple challenges at the same time (work, school, personal) by practicing excellent habits in organization, time management, and goal–setting. • Highly motivated towards self–improvement, gaining more knowledge to succeed in the industry Bachelor’s Degree in Applied Math: Mathematical Finance, Ateneo de Manila University 2011 WORK RELATED EXPERIENCE PnL and Attribution Analyst, Capital Markets Risk Management, TD Securities 2014 – Present • Reporting independent and accurate Profit and Loss for traders – reconciling trade and discrepancies, providing attribution analysis, while conducting data–intensive investigations and delivering advice to related departments within TD Securities – such as Front Office, VaR, Risk, Trade Operations Groups • Exposure to Single Stock, Futures, Swaps, Options under North American Exchanges and OTC trades. • Supported with SOPHIS, a Front–Office trade booking system – leading the Futures Products team in testing for PnL and Attribution and providing advice from an operations/business standpoint. • Progressively increasing duties and coverage due to strong and reliable performance with current tasks. • Increasing experience in Advanced Excel, Microsoft Office, Bloomberg Client Services and Accounts Specialist, Online Brokerage 2013 – 2014 • Engaged in a high paced, ever–changing environment, with the task of assisting client traders as the front–line support for most of Questrade’s departments in Retail Operations, including the Trading Desks • Margin calculations, corporate actions research, accounts and trading investigations, transfers assistance, and options strategies assistance • Exceeding quality/productivity as a Client Services Specialist, leading towards Team of the Month Achievement • Invited and underwent Leadership Training Programs due to strong performance Intern Associate, World Financial Group, Aegon Canada 2012 – 2013 • Business, Financial Consulting and Sales trainings sales executive meetings with various financial institutions • Pitched businesses to potential clients, offered financial products and services, and developed financial planning strategies Customer Services Bank Representative, Scotiabank Downtown Branch 2011 – 2012 • Displayed high attention to detail when making transactions for customers, and consistently balanced cash overnight. Proven effective communication and interpersonal skills in dealing with clients and colleagues. • Obtained Canadian Securities Certification (CSC) NOTABLE ENDEAVORS • Competition: Taekwando Varsity, Basketball Varsity Team, Dance Team, Board Sports • Student Leader: Proactive in Student Council (Legislative Officer) and Organizations (Events Organizer) • Immigrant. Independently moved to Canada in 2011.

linkedin.com/in/franciscarloroco 39 514–621– 0835 SANDY ROSE [email protected] 105–2660 Saint Germain St., Montreal, QC, H1W 2V3 SUMMARY OF QUALIFICATIONS • Seasoned finance professional with talent for creating elegant financial models that drive decisions • Excellent communicator with extensive experience presenting financials to senior management WORK EXPERIENCE Director Project Analysis, Manulife Securities, Montreal, QC 2013 – Present • Explore profitability and sensitivities for new business opportunities • Develop comprehensive financial models for sales and product teams • Montreal Chapter Co–Chair for Manulife’s Global Women’s Alliance • Nominated for Manulife’s global Star of Excellence award Manager Financial Projects, Manulife Financial, Waterloo, ON 2011 – 2013 • Project manager for retail sales scorecard initiative • Developed a thorough and repeatable process for establishing annual sales targets • Led managers through annual direct expense planning and scenario analysis Finance Manager, Explorica, Toronto, ON 2009 – 2011 • Generated financial forecasts for new initiatives in three–year strategic plan • Created a historical trend of gross margin elements stripped of currency fluctuation • Led managers in developing annual sales budget and short–range forecasts Financial Analyst, General Electric, Oakville/Hamilton, ON 2002 – 2007 • Developed annual operating plans and conducted monthly variance analysis • Digitized account reconciliation process and earned Six Sigma Green Belt • Completed two–year rotational Financial Management Program (FMP) EDUCATION CFA Program Level 2 Candidate Present Master of Business Administration Candidate (Major: Finance), John Molson School of 2011 – Present Business, Goodman Institute of Investment Management, Concordia University, Montreal, QC Honours Bachelor of Commerce, DeGroote School of Business, McMaster University, 1997 – 2002 Hamilton, ON Canadian Securities Course 2000 LANGUAGES English, French (intermediate level)

40 linkedin.com/in/sandyrose1 613–863–3621 DHIRAJ SHANGARI [email protected]

KEY SKILLS Self–starter Detail–oriented Computer proficient Team player Quick learner Financial analysis

SUMMARY OF QUALIFICATIONS • Self–starter with an analytical focus and detail–oriented attitude in the field of Finance, supported by a strong work ethic and commitment to the successful completion of tasks • Computer proficient in Cognos Controller, GPIS, IFS, MS Office (Excel, PowerPoint, Word, Outlook), and RMS • Experienced in conducting due diligence on special projects utilizing numerical and communication skills • Quick learner and familiar with financial databases such as Bloomberg • Excellent knowledge in Research and Analytical methodologies regarding equities markets • Ability to effectively communicate in various languages – English, Hindi, Punjabi and beginner’s French EDUCATION Master in Business Administration (Investment Management Specialization) Candidate, 2014 – Present John Molson School of Business, Concordia University, Montreal, QC Honours Baccalaureate in Commerce, Finance (Co–op), Telfer School of Management, 2007 – 2011 University of Ottawa, Ottawa, ON • Graduated cum laude WORK EXPERIENCE Financial Analyst, Brookfield Renewable Energy Group, , QC Sept. 2010 – Present • Developed financial models for fair value through the analysis of generation, capacity, and economics • Conducted financial analyses concerning future and present values, stock and project bond valuation (CAPM, Dividend Growth Model, IRR), capital budgeting, and arbitrage trade analysis • Analyzed monthly hedge positions with respect to financial and fixed derivative swaps and supporting with the due diligence requests regarding commodity derivatives Policy Analyst, Department of Public Safety Canada, Ottawa, ON Jan. 2010 – May 2010 • Assessed budgets submitted by the provincial governments regarding the Canadian Firearms Program • Examined and forecasted future budgetary expenditures for the provincial governments for Firearms Control • Researched, translated and compiled documents relating to Firearms Control in France E–Communications Assistant, Department of Foreign Affairs and International Trade Canada, Jul. 2009 – Aug. 2009 Ottawa, ON • Created efficiencies in business processes through the use of programming tools such as Visual Basic in MS Excel and understanding HTML metadata tags • Responsible for projects related to web coordination, strategy, content rationalization, and development EXTRA–CURRICULAR AND VOLUNTEER EXPERIENCE • Successfully started and managed a start–up firm (Shangari Perfumes) from 2007 to 2010 • Managed personal investment portfolios consistently generating returns in excess of 13% investing in equities markets annually through the development of financial models for equity valuation since 2010 • Hobbies include golf, soccer, and travel

41 416–738–3959 ADEEB SHATARA [email protected] 161C– 77 Finch Ave. E. Toronto, ON CORE COMPETENCIES Professionalism Teamwork Leadership Committment to continuous learning Integrity Intiative and Risk–Taking Accountability Communication and influence

SUMMARY OF QUALIFICATIONS •Two years’ capital markets experience with excellent working knowledge of all OTC derivatives products such as Options, Futures, Swaps, and FX trades. • Strong practical and theoretical knowledge in investment product, securities industry regulation, procedures and legal frameworks. • Excellent communication, interpersonal, organizational and selling skills, strong work ethic, detail-oriented, multi-tasker, self-starter, good leadership qualities. WORK EXPERIENCE Analyst TD Securities, Capital Markets Risk Management. Toronto, ON 2012 – Present •P&L and Attribution (Global Equity Derivatives) • Generate accurate and complete daily independent P&L and publish results on the applicable web reporting platform in a timely manner. • Up-to-date knowledge of regulatory changes and internal policies to ensure compliance. • Obtain daily Front Office P&L sign-off. Adhere to Trading Risk Services policy regarding the escalation of noncompliance with sign-offs to upper management. • Liaise closely with the Bank’s front office traders, market risk control, audit, technology groups, and other stakeholders to assist in meeting the Bank’s objectives. • Prepare investment reports and attribution to various stakeholders to be used in decision-making process. • Monitor daily prices, models, valuations, and investigate any discrepancies with front office traders and other stakeholders • Generate daily P&L attribution report with various risk factors (e.g. Theta, Interest Rate, Basis, Swap reset, Credit, FX) used by traders and management for making investment decisions on risk–budgeting and position–hedging. • Ensure risks within trading portfolio covered are correctly measured, aggregated, and analyzed in accordance with established approved market risk policies. • Review current processes and pro–actively make changes or propose initiatives to improve efficiencies in order to provide more effective business support and control. EDUCATION MBA– Investment Management Candidate, John Molson School of Business, Concordia 2013 – Present University, Montreal, QC CFA Level 2 Candidate 2012 – Present Bachelor of Commerce – Finance Major, Saint Mary’s University 2010 – 2012 LANGUAGES English, Arabic (fluent, written and spoken) COMPUTER SKILLS Microsoft Excel, Bloomberg, Capital IQ, Murex, Calypso, Wall Street, Outlook Express EXTRA–CURRICULAR AND VOLUNTEER EXPERIENCE • Member of the Organizational Awareness Committee at TD securities. • Captain and leader of the Jordanian Soccer National Team U–20.

42 514–261–4904 JADE ELIZABETH SHEINER [email protected]

KEY SKILLS Management Organization Leadership Training Mentoring and Coaching Public Speaking

SUMMARY OF QUALIFICATIONS • President of Intercollegiate Dressage Association team IDA Guelph University –Organized and was president of the intercollegiate dressage team for University of Guelph Kemptville campus; the team competed in Canada and the Unites States • Rock Climbing Gym Monitor/Instructor Encouraged and promoted safety in an interior rock climbing gym. Gave belay certifications. Mounted climbing routes and helped organise university rock climbing competitions. • Project Facilitator NAEEA– National Association for Equine Affiliated Academics: facilitated a project partnership between Nottingham Trent University and University of Guelph students on the horse meat industry. I taught freshman students about the horse meat industry in Equine Trends and Issues class as the teacher’s assistant. • Project Presentation ISES– International Society of Equitation Science: poster presentation on the correlation of front and hind end movement of horses’ legs in passage, a high–level dressage movement. EDUCATION MBA with complete CFA integration Candidate, John Molson School of Business, Concordia 2014 – Present University, Montreal, QC • MBA Year 1/CFA Level I – focus on investment valuation and portfolio management tools and concepts with an overview of asset valuation and portfolio management processes. Bachelor of Bio Resource Management, University of Guelph, Guelph, ON 2010 – 2013 • Specialized in Equine Management WORK EXPERIENCE Server/ Bartender, Le Grill St–George, Mont Tremblant, QC 2014 – 2015 • Helped bar increase revenues by 15% by providing excellent table service, serving as mentor to other employees, while ensuring quick customer turnaround times • Working and going to school full–time Office Administrator, San Remo Lighting, Stittsville, ON 2013 – 2014 • Improved office efficiency by providing administrative support, preparing invoices and serving as primary receptionist Working Student, Good Tyme Stables, St–Adele, QC Summer 2012 • Responsible for exercising dressage horses, including upper level movements • Responsible for well–being and maintenance of 20 show horses • Working and riding for Evi Strasser, an internationally renowned Olympic rider Research Assistant, University of Guelph Kemptville campus, Kemptville, ON Summer 2011 • Conducted field trials, investigated whether tone and pitch of a human voice has an effect on horses • Comparing the equine meat industry in the UK and Canada • Publications from my research: • Merkies K, Sheiner J, MacGregor H, Gedge A, Ritchie F, Wood SJ, White C. Cross–Atlantic collaboration. Nat Ass Equine Affiliated Academics, MT. June 2012 • Gedge A, Sheiner J, Merkies K, Ritchie F, Wood SJ, White C. The equine meat industry: a comparison of information available in the United Kingdom and Canada. United Federation of Animal Welfare. York, England. June 2012 COMPUTER SKILLS Microsoft Office (Word, Excel, PowerPoint) LANGUAGES English, French (fluent, written and spoken) OTHER ACTIVITIES AND INTERESTS • Dressage: Competed extensively throughout Canada and the United States • Experience Abroad: Lived in France for 1 year; traveled independently in Europe

linkedin.com/pub/jade–sheiner/a7/32a/a1a 43 514–409–4821 KEVIN SHELTON [email protected]

KEY SKILLS Hardworking Responsible Competitive Disciplined Mentoring and Coaching International Experience

SUMMARY OF QUALIFICATIONS I am an honest, hardworking, and responsible individual. After years of playing high–level hockey and baseball I was awarded a scholarship for a prep school, St. George’s Prep School in Rhode Island (USA). Competing at such a high level taught me skills such as discipline, success under pressure, and how to interact with a wide range of people. These are all traits that I will apply in future employments. EDUCATION MBA/CFA Candidate, John Molson School of Business, Concordia University, Montreal, QC 2014–Present Bachelor of Science, Exercise Science, Concordia University, Montreal, QC 2009 – 2013 Graduate Certificate Business Administration Fall 2014 WORK EXPERIENCE Intern, KSKS Partners, Montreal, Quebec, Canada Jan. – May 2014 • Gained knowledge and experience researching financial markets • Trading Customer Service Representative, Le Gym Concordia, Montreal, Quebec, Canada 2013 – Present • Trained staff members on integration of new system • Delivered high–quality customer service Apprentice, Myseat.com Media Inc., Montreal, Quebec, Canada 2013 – Present • Assisted in the early development of a sports social media app COMPUTER SKILLS Microsoft Word, Microsoft Excel, PowerPoint LANGUAGES English, French (fluent, written and spoken), Spanish (elementary level) EXTRA–CURRICULAR AND VOLUNTEER EXPERIENCE CFA level 1 candidate 2014 – Present CFA Institute Concordia University baseball player 2009 – 2013 2009 National Champions, 2009 Rookie of the Year, 2010 All–Canadian LF, 2013 Team Captain Beaconsfield Golf Club Member 2004–Present OTHER ACTIVITIES AND INTERESTS • Sports: Played hockey and baseball at a competitive level from a young age. • Travel: Completed 2 semesters abroad during undergrad; one in Spain, the other in San Diego

44 linkedin.com/pub/kevin–shelton/64/316/379 514–994–8412 GHASSAN TALIB [email protected] 5787 Rand Avenue, Côte–St–Luc, Montreal, Qc, Canada, H4W 2H9

EDUCATION Masters in Business Administration in Investment Management, The Goodman Institute at 2013 – Present the John Molson School of Business, Montreal, Qc • Relevant Courses: Portfolio Management, Corporate Finance, Security Valuation • Attended advanced Excel seminars in financial modeling • Chartered Financial Analyst Institute Level II Candidate Bachelor of Commerce, Major in Finance, John Molson School of Business, Concordia 2006 – 2010 University, Montreal, QC • Majored in political science within the first 2 years of undergraduate studies Diplôme d’Études Collègiales, General Social Science, Dawson College, Montreal, QC 2004–2006 EMPLOYMENT HISTORY Business Development Representative, BCampbell Cohen Law Firm, Montreal, QC 2011–Present • Assessed potential clients’ credentials for Canadian immigration and determined their eligibility • Produced business globally through economic, investor, and business programs • Conferred with in–house legal experts and attorneys to find optimum solutions to potential client barriers • Evaluated current economic conditions and market factors for discussion with management • Received praise from upper management for performing exceptionally well in the first month employed

Loan Officer, BMT Financial, Montreal, QC 2007 – 2008 • Collected applications for obtaining a mortgage or refinance of a current plan • Compiled information to determine the attainable rate and loan from a list of banks • Analyzed clients’ credit situations and home equity in order to approximate the loan rate on the spot • Trained new employees to conduct the application process to current and potential homeowners • Consulted and maintained relationships with management in order to improve day–to–day operations of the company Sales and Verification Department Representative, Global Solutions Inc., Montreal, QC 2006 – 2007 • Solicited assistance tools to obtaining financial aid from various institutions via telephone • Recorded clients’ information through a voice recording verification process in order to provide an invoice Assistant Manager, Quality Projects Inc., Montreal, QC 2003–2011 • Provided face–to–face service for a roster of international clients • Evaluated and recommended inventory to order for sale based on current market/consumer trends • Calculated and recorded ending sales amounts per shift and month in the company’s record books • Inventoried the latest shipment of products to be used in the future while multi–tasking with sales • Suggested and applied innovative solutions to issues relating to sales growth and supplier relations LANGUAGES English (fluent, written & spoken), French (working knowledge, written & spoken), and Arabic (basic, spoken) TECHNICAL SKILLS Microsoft Word, Excel, PowerPoint, Outlook, Access, HTML, Bloomberg, Productions Operations Management Quantitative Methods, EnCorr Analyzer, Center for Research in Security Prices Database, and Proquest Business Database EXTRA–CURRICULAR AND VOLUNTEER ACTIVITIES Equity Analyst–Technology Sector, JMIS/FISA Member John Molson Investment Society, 2009–2010 JMSB, Montreal, QC • Conducted analytical work for the association’s mock portfolio covering the technology sector • Researched the latest news and headlines for industry leaders and examined their financial statements • Consulted within a group to recommend and report which stocks to purchase for investment of the portfolio • Achieved positive stock returns while outperforming the industry and market OTHER ACTIVITIES AND INTERESTS Curling: Competed within the junior level within the Montreal area while winning silver at a regional tournament Baseball: Competed within the intercity league while improving athletically by weight training

45 514–652–0907 WENYI TANG [email protected] 1975, Boulevard de Maisonneuve Ouest, Montreal, Quebec, H3H1K4, Canada KEY SKILLS Corporate Finance Teamwork Portfolio Management Financial Accounting Statistics Economics

PROFILE • Experience studying in China, U.S.A., and Canada • Quick learner and hard–working • Highly responsible; organized and efficient EDUCATION Candidate for CFA Level I, Goodman Institute MBA program (Investment Management), Sept. 2014–Present Concordia University, Montreal, QC Bachelor of Management, University of International Business and Economics (UIBE) Sept. 2010 – Jun. 2014 • Major: Financial Management (GPA: 3.53/4.00) Loyola University Chicago (U.S.A.) Aug. 2012 – Dec. 2012 • Visiting student program • GPA: 3.80/4.00 INTERNSHIP Pharmacovigilance & Biometry Assistant, Servier (Beijing) Pharmaceutical Research & Jul. – Nov. 2013 Development Co. LTD • Reported and sent domestic Severe Adverse Event (SAE) form to Ministry of Health (MOH) and Stated Food and Drug Administration (SFDA). • Checked and collected information of overseas CIOMS form, then reported to SFDA. • Collected data from laboratory and mailed files to doctors in separate hospitals. • Applied for reimbursement for Pharmacovigilance & Biometry department. VOLUNTEER EXPERIENCE Assistant, WWOM of BCG in Beijing May 2012 • The annual meeting of Boston Consulting Group in 2012 was held in Beijing; approx. 300 partners attended. • Responsible for the airport pickup, interpreting, and event organization. • Improved language and coordinating skills Bilingual on–site assistant, National Stadium, Beijing Oct. 2011 – Apr. 2012 • Volunteered to provide service for visitors in National Stadium and Olympic Park, consisting of information guidance, emergency assistance, and translation. • Promoted to team leader due to excellent daily performance and strong leadership AWARDS AND ACHIEVEMENTS • Scholarship for comprehensive performance in 2011 & 2013 of UIBE • GIIM Support Program Award in 2014 of Concordia University COMPUTER SKILLS SPSS, Microsoft Office (Excel, PowerPoint, Word) LANGUAGE SKILLS Chinese, English, basic French

46 ca.linkedin.com/in/wenyitang 514–585–1780 ZHIGUAN TANG [email protected] 2285 Saint-Mathieu, Apt. 706, Montreal, QC H3H2J7 KEY SKILLS Finance and economics knowledge Technical analysis Teamwork Investment operations Data analysis

EXPERIENCE Intern, Agricultural Development Bank of China, Changde, Hunan, China Jul. – Sept. 2013 • Checking accounting records, including the balance of accounting and invoice • Connecting with clients, mainly within the company and in government • Conducting bank operations including making transfers, withdrawals, deposits and bank drafts or cheque cashing • Completing transactions with other banks Intern, Xinrong Investment Co. Ltd, Changsha, Hunan, China Jan. – Mar. 2014 • Golden futures analysis and reporting. • Communication with clients, client growth initiatives VOLUNTEER EXPERIENCE Trail Walker, Changsha, Hunan, China Apr. 2012 • Walking 100 km around Yangtze River to clean up garbage Donation, Changde, Hunan, China May 2008 • Selling our old books to aid earthquake victims EDUCATION MBA with CFA Certification, John Molson School of Business, Concordia University, 2014 – Present Montreal, QC Bachelor of Finance, Hunan University of Finance & Economics, Changsha, Hunan 2010–2014 LANGUAGES Chinese, English COMPUTER SKILLS Eviews, Matlab, Microsoft Word, Power Point, Excel

47 514–224–8967 JIN WANG [email protected]

KEY SKILLS Bloomberg Microsoft Excel VBA Financial Modeling Training Equity Searching

EDUCATION MBA Candidate, John Molson School of Business, Concordia University, Montreal, QC 2012–Present • Passed CFA level I and II exams, CFA Level III candidate • Strengthened financial modeling skills • Completed company research projects on Research In Motion and Barrick Gold Bachelor of Economic and Management, China Agricultural University, Beijing, China 2004 – 2008 • Academic Achievement Award recipient

WORK EXPERIENCE Project Operation Supervisor, CTR (a market research joint venture company between 2009 – 2012 China International Television Corporation and Kantar Group), Beijing, China Fast Moving Consuming Goods market research project management • Directed 74 subordinates on the local market team • Trained team members about process and standards • Coordinated and oversaw the research progress • Tested self–designed online survey website, identified potential and existing issues and provided possible solutions • Increased team efficiency by 20% • Established strong relationships with clients Market Research Analyst, Marbridge Consulting, Beijing, China 2008 – 2009 China–focused market research projects specializing in telecommunication and IT sectors • Collected latest industry news in IT, TV, Internet and telecom • Conducted interviews with company managers and government officials • Prepared presentation for Near Field Communications & Mobile Payment Forum 2008, Hong Kong

COMPUTER SKILLS Bloomberg, Microsoft Excel, Microsoft PowerPoint, Visual Basic, Excel VBA

LANGUAGES English (fluent, written and spoken), French (Basic, spoken), Chinese (native)

OTHER ACTIVITIES AND INTERESTS • Travelling: Many cities in China: Shanghai, Kunming, Changchun, Shenzhen, Hong Kong and so on; also US and Canada • Reading • Team member in Global Business Challenge (CIMA), 2013–2014

48 647– 896–8291 VICTORIA XIN [email protected] 66 Summer Ave · Toronto, ON KEY SKILLS Strong team player Modelling and analysis experience Good problem solver Working under pressure Communication, negotiation and persuasion skills

SUMMARY OF QUALIFICATIONS • Advanced Financial Modeling and data analysis skills acquired through paper–writing and case studies • Good presentation and teamwork skills gained through work in competitive environments WORK EXPERIENCE Time & Expense intern, E&Y Global Business Services (Dalian, China) Co., Ltd Dec. 2012–Apr. 2013 • Applied problem solving skills by identifying underlying issues such as the unclear division of labor and unreasonable preservation and management of problematic expense reports • Provided process training and performance follow–up for new team members about basic working, serving and reporting procedures • Applied teamwork skills by getting work done efficiently with thorough communication and clear–cut assignment of responsibility, and improving job quality by fully considering every team members’ opinion. • Gained Microsoft skills through managing day–to–day expense reports. Lobby Manager Intern, Fushun Rural Credit Union Jun. 2012–Sept. 2012 • Provided excellent customer service by tailoring banking products to clients’ needs and financial situations. Salesperson, Beijing Shidi Real Estate Development Co., Ltd. Jan. 2011–Feb. 2011 • Gained oral and written communication skills by interviewing and coordinating buyers and sellers through phone and email. EDUCATION MBA (Major: Investment Management), John Molson School of Business, Concordia 2013 – Present University, Montreal, QC • CFA Level II Candidate Bachelor of Economics (Major: Finance and Banking), Dalian University of Technology, 2009 – 2013 Dalian, China LANGUAGES English (fluent, written and spoken), Mandarin COMPUTER SKILLS Excel, Stata 10.0, C programming language and Bloomberg EXTRA–CURRICULAR AND VOLUNTEER EXPERIENCE • Coauthored a research analysis maximizing industrial firm’s profit by optimizing the amount of R&D investment • Completed a thesis focusing on how economic growth extends firms’ financing channels to R&D investment • Created an optimal portfolio according to the expectation and constraint of a mock client on portfolio management class

49 514–575–8180 CHUXIN XU [email protected] 1411 Du Fort St. Apt.2007 Montreal QC KEY SKILLS Bilingual (Mandarin and English) International Experience (study abroad) Good listener and team player Financial background CFA studying background Professional spirit WORK EXPERIENCE Assistant to the Finance Supervisor, Hubei San Jiang Quan Beverage Co., Ltd Jul. – Aug. 2012 • Assisted the Accounting Supervisor with auditing tasks Lobby Manager Assistant, Financial Department of Communication Bank of China Jun. –Sept. 2013 • Customer consultations, introducing financial plans to potential customers, maintaining understanding of the operations of various financial organizations within the Bank EDUCATION Master of Business Administration (MBA) with Complete CFA Integration degree 2014 – Present program, John Molson School of Business, Concordia University, Montreal, QC Bachelor of Finance (Major: International Finance), Hubei University of Economics, China 2010 – 2014 LANGUAGES Mandarin, English COMPUTER SKILLS Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint EXTRA–CURRICULAR AND VOLUNTEER EXPERIENCE • 2010–2014: Member of the Youth Volunteers Association, engaged in various volunteer activities including visiting senior citizens and orphans as well as volunteer teaching. ADDITIONAL QUALIFICATIONS • Published essay, “College Students Financial Behavior & Its Enlightenment Towards Financial Education, Based on the Investigation of A University & the Comparison between American and Chinese Universities” in a financial magazine • Exhibited superior professional attitude as intern at the Communication Bank of China by taking initiative in handling customer complaints during a busy period when there were not adequate agents to handle the work

50 514–581–8351 JAKE JIA XU [email protected]

KEY SKILLS CFA III Candidate Research Analysis Consulting Project Management International Experience Customer Relationship Management

SUMMARY OF QUALIFICATIONS • 3rd year Masters’ student in Investment Management; Passed CFA level I and II; CFA level III candidate (June 2015) • Professionally trained and experienced in quantitative analysis and modeling • 4 years’ engineering consulting experience • A professional able to excel under pressure and multi–task; self–motivated, pro–active and a team player EDUCATION Investment Management with Complete CFA Integration, John Molson School of Business, 2012–2015 Concordia University, Montreal, QC Bachelor of Science in Transportation Engineering, Beijing University of Technology, Beijing, China 2001 – 2005 WORK EXPERIENCE Freelancer, Montreal, QC, Canada 2014 – Present • Assist clients on mortgage and power of attorney issues with notary • Assist clients on property and mortgage issues with banks • Assist clients with banking issues • Assist Abbey & Oliver agents working with Chinese clients. Customer Manager, Global Doctor & PICC, Beijing, China 2009 – 2011 • Conducted comprehensive market and products research and analysis • Responsible for corporate client sales support and client relationship management • Participated in product design for key clients, including China Southern, China Central Television • Participated in business planning and sales strategy development, including forming partnerships with agents, establishing cross–selling channels with PICC, and customer service enhancing programs Project Consultant FTTRC, Beijing, China 2005 – 2009 • Conducted comprehensive analysis for real estate construction and infrastructure projects • Built interactive models using Excel and other professional software for analysis and forecast • Established cost–effective plans for projects • Established Traffic–Impact–Assessment project reports • Co–managed 2008 Beijing Olympic Center road–network project, an over 1 billion RMB project Personal Assistant COMPUTER SKILLS Excel, Bloomberg (intermediate) LANGUAGE SKILLS English, Chinese (fluent, written and spoken), French (intermediate, written and spoken) OTHER ACTIVITIES AND INTERESTS • Sports: Advanced table tennis skills; frequent cycler; soccer • Cuisine: Self–taught home cook of Chinese, French, and Italian cuisines. • Hiking/Backpack travelling: Travelled across China and Canada

ca.linkedin.com/in/jiaxu1 51 514–649–5950 YAO XU [email protected] 5363 Chambord, #4, Montreal, QC H2J3N4 KEY SKILLS Accomplished spokesperson Human resources Strong team player CFA Level 1 candidate International experience Quadrilingual

SUMMARY OF QUALIFICATIONS • Two solid years in the Human Resources field in Qatar • Advanced knowledge & proficiency in Microsoft Office, Photoshop and Final Cut Pro WORK EXPERIENCE Human Resources, Sinohydro Group Ltd, Doha, Qatar 2011–2014 • Acted as a super glue that stuck company, local ministry and employees together tightly and solidly • Improved efficiency, reduced costs • Engaged in several lawsuits and handled them well, helped steer company away from economic loss Intern – Overseas sales, Gionee Communication Equipment Co. Ltd, Shenzhen, China 2010 – 2011 • Planned and produced a sample wafer of company trailer • Helped company build relationship with two Middle Eastern clients EDUCATION Master of Business Administration in Investment Management, John Molson School of 2014 – Present Business, Concordia University, Montreal, QC Bachelor of Arts (Major: Arabic Literature), Dalian University of Foreign Languages, Dalian, China 2007 – 2011 LANGUAGES English, Chinese, Arabic, French (fluent, written and spoken). COMPUTER SKILLS Windows and Mac OS, Microsoft Office (Excel, Word, PPT), Adobe (Photoshop), Final Cut Pro (Final Cut, Motion)

EXTRA–CURRICULAR AND VOLUNTEER EXPERIENCE Member of Organizing Committee, Harbin 24th Winter Feb. 2009 • Acted as Arabic and English interpreter for delegations and won the outstanding volunteer title Blood donation drive volunteer, Blood center of Heilongjiang Province 2003 – Present • Interpreted the blood donation knowledge to donator and provided the necessary care during their process of blood donation, such as food, water, etc. OTHER ACTIVITIES AND INTERESTS • Filmmaking: Produced several videos and a video for graduation during my undergraduate studies

52 514– 245–7561 SAMUEL YAFFE [email protected] 1455 Street West, Apt. 509, Montreal, Quebec H3B 2S8

Dynamic and motivated value investor looking to pursue a career in portfolio management. EDUCATION CFA Level III Candidate 2015 Master of Business Administration: Investment Management, Goodman Institute of 2012 – 2015 Investment Management at the John Molson School of Business (Concordia University), Montreal, Quebec Bachelor of Arts: Applied Economics (Honours), Queen’s University, Kingston, Ontario 2005 – 2009 • Senator Frank Carrell Upper–Year Scholarship 2007 – 2008 • Dean’s Entrance Scholarship 2005 – 2006 WORK EXPERIENCE Associate, The Shapiro Group, RBC Dominion Securities, Montreal, Quebec 2010 – Present • Responsible for portfolio management and trading for a discretionary team with over one billion dollars (CAD) in assets • Performs equity and fixed income research Associate, Bruno Normandin (Investment Advisor), RBC Dominion Securities, Montreal, Quebec 2009 – 2010 • Performed equity research • Maintained and updated a database of information on companies in our portfolio AWARDS AND DISTINCTIONS • Conduct and Practices Handbook Course (Canadian Securities Institute) 2011 • Canadian Securities Course (Canadian Securities Institute) 2010 INTERESTS • The Marquee Group – Attended and participated in a seminar on Financial Modeling 2013 • Economics Department Student Council Member – Queen’s University SKILLS • Language Skills: English (fluent) and French (basic) • Computer Skills: Proficient in Microsoft Office (Powerpoint, Excel, Word), Thomson One, Bloomberg • Competed in basketball, soccer, and tennis from elementary school up to and including the CEGEP level

53 514– 963–8869 DASHUO YAN [email protected]

KEY SKILLS Teamwork Quick Learner International Banking Leadership Financial Management Verbal Expression

SUMMARY OF QUALIFICATIONS • Decisive and Precise • Keen Insight • Committed to Teambuilding EDUCATION MBA Candidate; CFA Candidate, John Molson School of Business, Concordia University, 2014 – Present Montreal, QC • GPA 3.83 • CFA Scholarship Bachelor of Economics (Major: Finance), Shandong University, Jinan, Shandong Province, China 2010 – 2013 • Four years’ experience as Teaching Assistant and Monitor of class experience • Scholarship: • Second Class Scholarship for Excellent Students from Shandong University (2013) • Scholarship for Student Leaders of Shandong University (2012) • Social Scholarship issued by Gree Group (2012) WORK EXPERIENCE Manager’s Assistant, Internship in Investment Banking Division of China Construction Bank May – Oct. 2013 • Prepared for bidding for financing project of Yanzhou Mining Group • Attended program design meetings and put forth ideas • Formed detailed datasheet based on available data Manager Assistant of Café Crystal, part–time 2014 – Present • Worked on staff handbook • Cost and revenue check COMPUTER SKILLS Computer Band 4 Certificate (Network Engineer) LANGUAGES English, Chinese EXTRA–CURRICULAR AND VOLUNTEER EXPERIENCE HelpDOG, Jinan, China 2010 – 2011 • Taking care of disabled homeless dogs OTHER ACTIVITIES AND INTERESTS • Voted among the top 10 singers of Shandong University • Basketball; chess

54 linkedin.com/profile/view?id=380035219&trk=spm_pic 514–585–6960 TIANYU ZHAI [email protected]

CAREER INTERESTS Equity Research, Corporate Finance, Sales and Trading, Investment Banking

SUMMARY OF QUALIFICATIONS • Research, time management, strong teamwork, and communication skills • CFA Level II candidate EDUCATION MBA in Investment Management, John Molson School of Business, Concordia University, 2013 – Present Montreal, QC • Winner of the GIIM Support Program Award for 2013–2014 • Expected graduation June 2016 Bachelor of Accounting, Beihang University, Beijing 2008 – 2012 WORK EXPERIENCE Assistant Accountant (internship), Tianjin Culture and Arts Audio & Video Publishing Co., Ltd Summer 2011 • Audited the physical assets and inventories of the company in order to provide the manager with detailed reports • Communicated with each different department to collect accurate information for a merger Junior Accountant, Beijing Huicai Co. Ltd, Beijing, China 2012 – 2013 • Internal Auditing • Verification and justification of expense accounts • Investigate fraud and aid the company in controlling expenses LANGUAGES English, Chinese (Mandarin) COMPUTER SKILLS Excellent knowledge of Excel and Bloomberg VOLUNTEER EXPERIENCE Volunteer, China Science and Technology Museum 2009 – 2010 • Guide for visiting children’s groups OTHER ACTIVITIES AND INTERESTS • Travel: Travelled alone along the Silk Road

ca.linkedin.com/pub/tianyu–zhai/81/a05/378 55 JOHN MOLSON SCHOOL OF BUSINESS

Goodman Institute of Investment Management

MONTREAL Concordia University Goodman Institute of Investment Management 1450 Guy Street, MB 10.201 (10th floor) Montreal, Quebec Canada H3H 0A1 Tel: 514–848–2424 ext. 2796 Fax: 514–848–2771 Email: [email protected] TORONTO Goodman Institute of Investment Management 20 Bay Street, 11th floor Toronto, Ontario Canada M5J 2N8 Tel: 416–216–4608 Toll Free: 1–866–833–3232 Email: [email protected]

CONCORDIA.CA/MBACFA

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