QUEEN’S UNIVERSITY INVESTMENT COUNSEL Team Resume Book QUEEN’S UNIVERSITY INVESTMENT COUNSEL Executive Team

2 Henry Yu [email protected]

EDUCATION

Queen’s University Kingston, Ontario Bachelor of Commerce 2017 – Present – Academics: Cumulative GPA of 4.03/4.30 (A+ in Finance, Financial Accounting, Management Accounting, and Managerial Statistics) – Awards: Dean's List with Distinction (top 10% academic ranking) in 2018 and 2019; Professor C.E. Law Commerce Scholarship – Exchange: Completed a semester abroad at the Audencia Nantes School of Management during the winter of 2020

Hugh McRoberts Secondary Richmond, British Columbia B.C. Provincial Secondary School Diploma 2013 – 2017 – Awards: Presented with the Principal’s Honor Roll Award (2013 – 2017) for receiving A’s in all courses

PROFESSIONAL EXPERIENCE

Morgan Stanley Toronto, Ontario Investment Banking Summer Analyst Summer 2020 – Completed an internship in the Investment Banking Division at Morgan Stanley as a generalist – Performed a mock transaction analysis for a large U.S. luxury goods company that was presented to Managing Directors at the firm; prepared valuation materials including comparable companies, precedent transactions, discounted cash flow, and accretion/dilution analyses

Ontario Teachers’ Pension Plan Toronto, Ontario Private Equity Summer Analyst Summer 2019 – Completed a 17-week internship within the Technology, Media & Telecom private equity group of Canada’s largest single-profession pension plan with $204.7B in net assets – Worked directly with principals and associates to analyse private equity opportunities by researching industry cyclicality, reviewing confidential information memorandums, and conducting expert-calls – Conducted supporting analyses through several valuation methods including leveraged buyout models, discounted cash flow, precedent transactions, and comparable company analyses to evaluate and execute two target bids valued at over $750M

Turtle Holdings Toronto, Ontario Private Equity Summer Analyst Summer 2018 – Completed a 12-week internship at Turtle Holdings, a family investment office focused on lower to middle market private equity buyouts – Screened over 250 companies per week by using business directories to look for potential targets and generate leads for the team to evaluate – Independently assessed 30 businesses and industries by modeling recurring revenue, company and industry cyclicality, and performing financial statement analyses – Developed and presented comprehensive investment recommendations on 12 niche industries to a partner that resulted in the signing of two expressions of interest

EXTRACURRICULAR ACTIVITIES

Queen’s University Investment Counsel (QUIC) Kingston, Ontario Chief Executive Officer 2020 – Present – Selected as one of three executive members for the 2020-2021 fiscal year to lead a team of 35 students managing a ~$1.8M portfolio of Canadian and U.S. equities on behalf of the Queen’s University Endowment and Mackenzie Investments – Responsibilities include reporting to the QUIC Board of Directors, liaising with alumni and the broader university community, educating junior members on the counsel, and analysing investment ideas brought forward by sector teams Portfolio Manager (Financial Institutions Group) 2018 – 2020 – Prepared investment memorandums and holding analyses on ten portfolio companies within QUIC’s Financial Institutions Group – Selected securities by performing various valuation methods and evaluating economic moats, market irrationality, and management incentives

Queen’s Finance Association Conference (QFAC) Kingston, Ontario NYC Stock Pitch and Case Director 2017 – Present – Assisted in the development and operations of Canada’s leading undergraduate finance conference, which comprised over 90 delegates – Currently directing logistics and marketing of a financial case competition in addition to acting as the main point of contact for the annual New York City stock pitch competition sponsored by Capricorn Investment Group – Previously served as a Sponsorship Director (2019) and worked with a team of seven to secure a sponsorship budget of ~$80,000 from over 30 distinguished financial institutions

ADDITIONAL INFORMATION

– Languages: Fluent in English, French, and Mandarin – Arts: Achieved The Royal Conservatory of Music level nine in piano and awarded with second place at the Richmond Carving Show – Sports: Placed third at the Volleyball BC Provincial Championships, consisting of the province's 16 top ranked teams Sebastian Weersink [email protected]

EDUCATION

Queen’s University Kingston, Ontario Bachelor of Commerce 2017 – Present – Academics: Cumulative GPA of 4.14/4.30; recipient of the D.I. McLeod Dean’s List with Distinction Scholarship (top 10% of class) and the M.C. Urquhart Book Prize in Economics – Relevant Courses: achieved A+ in Finance I & II, Advanced Corporate Finance, Statistics, Economics, Financial & Managerial Accounting – Exchange: Completed winter 2020 semester abroad at Stockholm School of Economics in Stockholm, Sweden

Northern Secondary School Toronto, Ontario Ontario Secondary School Diploma 2013 – 2017 – Awarded the gifted and business certificates; enrolled in calculus (Advanced Placement) and financial securities courses

PROFESSIONAL EXPERIENCE

Bank of America Merrill Lynch Toronto, Ontario Investment Banking Summer Analyst Summer 2020 – Completed a 6-week internship with the Investment Banking group at Bank of America Merrill Lynch; scheduled to return full-time in 2021 – Prepared presentation materials for prospective M&A transaction including accretion/dilution analysis, presented to VPs at the firm

Ontario Teachers’ Pension Plan (OTPP) Toronto, Ontario Summer Analyst Summer 2019 – Completed an 18-week internship within the Private Capital division as a part of the Consumer & Retail and Healthcare groups at Canada’s largest single-profession pension plan with $201.4B in assets – Worked directly with principals and associates to evaluate investment opportunities through industry and company research, creation of valuation models and preparation of presentation materials for internal investment committee – Worked on deal team for OTPP’s acquisition of Orgain Inc. alongside Butterfly Equity; aided in industry and competitor research, production of valuation materials and creation of final deck presented to investment committee

Turtle Holdings Toronto, Ontario Private Equity Summer Analyst Summer 2018 – Completed a 12-week internship at Turtle Holdings, a family private equity firm that focuses on acquiring lower middle-market businesses in Southern Ontario – Screened 250 prospective companies and generated 25+ acquisition targets per week, primarily in the industrials sector – Prepared weekly memorandums to highlight the investment merits of niche industries, presented directly to a partner at the firm, investigated 100+ acquisition targets – Conducted due diligence on transactions through industry and competitor research; attended diligence meetings with management teams – Produced preliminary valuation materials for acquisition targets using leveraged buyout model analysis

EXTRACURRICULAR ACTIVITIES

Queen’s University Investment Counsel (QUIC) Kingston, Ontario Chief Investment Officer 2020 – Present – Selected as one of three executive members for the 2020-2021 fiscal year to lead a team of 35 students managing a ~$1.8M portfolio of Canadian and U.S. equities on behalf of the Queen’s University Endowment and Mackenzie Investments – Develop tactical asset allocation strategy; critically analyze investment ideas brought forward by sector teams; design and execute all fund performance measurements; present weekly on fund activity and report directly to the Board of Directors Portfolio Manager (Metals & Mining) 2018 – 2020 – Formulated and executed a portfolio-specific investment strategy for the Metals & Mining portfolio; included performing security analysis and preparing investment memorandums and holding analyses to present at QUIC public meetings on a tri-weekly basis – Acted as a mock M&A advisor in September 2018 on a recent deal, presenting a full transaction analysis to a panel of institutional investors

Queen’s Private Capital Group (QPCG) Kingston, Ontario Senior Project Manager 2019 – Present – Provide pro-bono advisory services to private equity and venture capital firms with a team of 30 Queen’s students in the form of market research, financial analysis, and search mandates to identify investment opportunities – Previously worked with Peloton Capital Management to provide research and analysis on niche industry verticals

ADDITIONAL INFORMATION

– Athletics: Co-captain of high school varsity rugby team; qualified for provincial swimming championships (OFSAA) in grades 9 through 12 – Competitions: 1st at the 2017 Queen’s Case Competition; 1st at the 2016 DECA Toronto Financial Regionals event – Lifeguarding: Worked as a lifeguard and swim instructor for multiple organizations for over 2 years – Interests: NCAA college football, cycling, intramural soccer, military history, hockey Tina Fang [email protected]

EDUCATION

Queen’s University Kingston, Ontario Bachelor of Commerce 2017 – Present – Academics: Cumulative GPA of 4.13/4.30; Queen’s Chancellor’s Scholar, Stanimir Family Award, D.I. McLeod Dean’s List with Distinction – Relevant Courses: Advanced Corporate Finance (A+), Financial Accounting (A+), Management Accounting (A+) – Exchange: Completed winter 2020 semester abroad at Paris Dauphine University in Paris, France

R.C. Palmer Secondary School Richmond, British Columbia Dogwood Diploma 2012 – 2017 – Recognized for highest grade in Business Education, Social Studies, Law, AP English Literature and AP Calculus Courses; 98% overall average

PROFESSIONAL EXPERIENCE Houlihan Lokey Los Angeles, California Investment Banking Summer Analyst Summer 2020 – Completed an 8-week internship with the Financial Restructuring Group at Houlihan Lokey; returning full-time to New York office – Built a debtor-in-possession (DIP) financing study to compare different terms and fees across transactions; used to advise negotiations – Created discussion materials for aerospace parts distributor with detailed company financials, capital structure and situation analysis – Explored strategic alternatives for retail business, incl. business break-up and in-court equitization ($1B-$5B Total Debt); built precedent transaction analyses based on business segments to determine valuation range for spin-off and assisted in construction of presentation illustrating standalone analysis of spun-off business unit Summer 2019 OMERS Toronto, Ontario Summer Analyst Summer 2019 – Completed a 16-week internship within the Global Equities division of the Ontario Municipal Employees Retirement System (OMERS), a Canadian pension fund managing $95B AUM – Built operating models, discounted cash flow analyses and one-page investment summaries for holdings and watch-listed companies – Arranged the weekly construction of the Global Equities Program’s portfolio performance slide decks by adding graphs and macro commentary; used by Head of Equities to address the CEO and CIO – Prepared in-depth presentation on the insurance brokers industry by exploring key business drivers, valuation, summaries of key players and identifying opportunities available in the space that aligned with investment strategy – Constructed trackers for US banks’ dividend and buyback payouts, daily move of FIG portfolio holdings relative to market indices, as well as key metrics and performance of MSCI constituents

Canalyst Vancouver, British Columbia Summer Analyst Summer 2018 – Completed a 16-week internship at an equity research and analytics firm within the Industrials group – Maintained updated financial models for a coverage universe of over 400 U.S. public companies; used by a client base of institutional investors – Analyzed historical financial statements to generate actionable insights for future forecasts and model improvements – Independently built detailed financial models that feature integrated live pricing (using Bloomberg, S&P Capital IQ API), company segment information, operating statistics and inputs for company-specific drivers – Wrote research reports on subsectors within industrials for internal database, covering subsector-specific metrics

EXTRACURRICULAR ACTIVITIES

Queen’s University Investment Counsel (QUIC) Kingston, Ontario Chief Strategy Officer 2018 – Present – Selected as one of three executive members to lead a team of 35 students to manage a $1.8M portfolio of Canadian and U.S. equities on behalf of the Queen’s University Endowment Fund and Mackenzie Investments – Responsibilities include analyzing investment proposals brought forward by sector teams, conducting 80+ interviews to hire the incoming analyst class, preparing presentations on investing and macroeconomic issues, liaising with stakeholder groups and spearheading events Portfolio Manager, Industrials – Prepare investment memorandums and holding analyses to present at QUIC public meetings on a tri-weekly basis to aid in the security selection process and exploration of industry trends – Won the 2018 Deal Competition, acting as a mock M&A advisor on Metro Inc’s $4.5B acquisition of the Jean Coutu Group; prepared and presented fairness opinion to a panel of institutional investors

ADDITIONAL INFORMATION

– Awards: CFA Society Toronto Undergraduate Scholarship, JABC Celebrate Entrepreneurship Award, JABC Top Digital Marketing Award – Conferences: CPPIB Women in Leadership (2018), Credit Suisse Steps to Success (2018), Goldman Sachs Los Angeles Insight Day (2019) – Leisure Activities: Queen’s Dance Club (urban dance), yoga, flute and piano (ARCT certified), art history, fantasy and sci-fi novels QUEEN’S UNIVERSITY INVESTMENT COUNSEL Senior Portfolio Managers

3 James Boulter 226.668.1557 | [email protected]

EDUCATION

Queen’s University Kingston, Ontario Bachelor of Commerce 2017 – Present – Relevant Courses: Financial Statement Analysis & Accounting Based Valuation (A+), Introduction to Finance (A), Principles of Economics (A) – International Exchange: Completed winter 2020 semester abroad at Universidad Carlos III de Madrid in Spain

PROFESSIONAL EXPERIENCE

Burgundy Asset Management Toronto, Ontario Investment Analyst Intern 2019-2020 – Completed a 17-week summer internship within Burgundy’s 33-person Investment Team in 2019; accepted a return offer for summer 2020 – Continued working remotely throughout the 2019-2020 school year, completing select research assignments for the U.S. Large Cap team – Summer 2020: Select Project Experience o Constructed a new file on Procter & Gamble for the U.S. Large Cap team; analyzed management’s organizational turnaround strategy, conducted diligence on P&G’s emerging China business and evaluated P&G’s e-commerce strategy across key brands (Gillette, SK-II) § Concluded the turnaround strategy should be successful, resulting in the initiation of a ~3% position in the American Equity Fund o Worked with European Small Cap PM to assess risk factors faced by Medica Group, a U.K. teleradiology firm and core portfolio holding; interviewed industry experts to assess the impact that AI will have on radiology and root causes behind the U.K. radiologist shortage – Fall 2019 / Winter 2020: Select Project Experience o Wrote a deep-dive report on TripAdvisor’s “Experiences” segment; evaluated management’s initiatives to strengthen product-market fit and analyzed competitive threats facing the segment (Airbnb, Booking.com, Google) § Determined that although TripAdvisor had developed a sustainable scale advantage in Experiences, the long-term earnings power of the segment was too uncertain to justify an investment – Summer 2019: Select Project Experience o Independently researched and led the construction of a new file on Linamar, a Canadian auto parts manufacturer; profiled the company’s historic evolution, assessed its current investment merits and compiled 60 years of data to create a forecast for normalized future auto sales § Determined that business quality and industry economics had improved since the Great Recession but that production levels were near cyclical highs; presented findings to Burgundy’s Chief Investment Officer, Director of Research, and Canadian Large Cap team o Analyzed the United Technologies–Raytheon merger for the U.S. Large Cap team; created a 52-page report detailing transaction terms, strategic rationale, potential for synergies and the financial profile of the merged entity

RBC Royal Bank Owen Sound, Ontario Client Advisor Summer 2018 – Completed an 18-week internship in the Personal and Commercial Banking division; received a summer 2019 return offer – Delivered professional and insightful service to over 50 clients on a daily basis, concluding internship with: o $570,000 in referred business to mortgage and investment specialists, exceeding intern role expectations o $150,000 in secured client investment purchases, surpassing assigned summer sales targets – Received client satisfaction survey scores of 100% each month; regionally recognized by management for retailing excellence

EXTRACURRICULAR ACTIVITIES

Queen’s University Investment Counsel (QUIC) Kingston, Ontario Analyst (Consumers) 2019 – Present – Work with a team of 35 students to manage a $1.8M portfolio of Canadian and U.S. equities on behalf of the Queen’s University Endowment Fund and Mackenzie Investments – Prepare investment memorandums, stock pitches, and holding analyses for the ~$160,000 Consumers portfolio to present at QUIC public meetings on a tri-weekly basis; recent pitches include Sleep Country, Canada Goose, Costco Wholesale, Lowe’s Companies, and Dollar General

Queen’s Varsity Swim Team Kingston, Ontario Varsity Athlete 2017 – Present – Train six times per week throughout the academic year (12 hrs/week); represent Queen’s at collegiate swim meets across Ontario – 2019 OUA Swimming Championships finalist (200m Backstroke); 4-time national and provincial level finalist before competing with Queen’s

Oil Thigh Designs (OTD) Kingston, Ontario Business Consultant 2019 – Present – Internal consultant for a retail business generating annual revenues over $150,000 with all net proceeds donated to charitable organizations – Organized and launched OTD’s first-ever summer sale and monthly newsletter, collectively generating over $2,000 and securing 307 subscribers

ADDITIONAL INFORMATION

– Professional Certifications: Canadian Securities Course (CSI / Moody’s Analytics) completed in Summer 2018 – Volunteerism: Rotary Club of Wiarton community volunteer; former member of high school Rotary Interact Club – Interests: Piano (Gr. 8 RCM certified), biographies (Railroader, Shoe Dog), podcasts (How I Built This, The All-In Podcast), European travel

Will Cao [email protected]

EDUCATION

Queen’s University Kingston, Ontario Bachelor of Commerce 2017 – Present – Academics: Cumulative GPA of 4.07/4.30; recipient of D.I. McLeod Dean’s List with Distinction (top 10%), nominated for the Chancellor’s C.A. Dunning Scholarship for achieving exceptional academic performance amongst second-year courses – Relevant Courses: Business Decision Models (A+), Finance I & II (A+), International Business (A+), Managerial Economics (A+) – Exchange: Completed winter 2020 semester abroad at IE School of Business in Madrid, Spain

Colonel-By Secondary School Ottawa, Ontario International Baccalaureate 2013 – 2017 – Completed IB diploma with a score of 43/45, achieving the 99th percentile of all candidates worldwide

PROFESSIONAL EXPERIENCE

CPP Investment Board Toronto, Ontario Summer Analyst Summer 2020 – Completed a 12-week internship with the Direct Private Equity team at CPP Investment Board, a global investment manager with $410B in AUM, with the Industrials, Consumers and TMT team

Burgundy Asset Management Toronto, Ontario Summer Analyst Summer 2019 – Completed a 17-week internship with Burgundy Asset Management, a global investment manager with $30B in AUM – Independently screened, researched and presented a 34-page report on an emerging markets exchange to the firm CIO and PM, ultimately determining that the strength of the economic moat was sustainable at a cheap valuation, leading to a buy position – Prepared a 40-page report on a sports apparel distributor in Hong Kong assessing the competitive positioning of its brand, distribution network, and intrinsic value to ultimately determine the fashion risk was too high

Hong Kong Exchanges and Clearing Limited (HKEX) Central, Hong Kong Market Development Intern Summer 2018 – Selected as one of 40 summer interns out of pool of 5,000; youngest intern and sole successful Canadian candidate – Chosen by Sector Head to lead a team of 5 in creating a business case to present the strategic feasibility of developing an HKEX-based Central Securities Depository and mitigating the risk of an opening Chinese market – Developed a deep-dive report based on financial data regarding economic conditions in Malaysia and major competitors; report was presented to senior VP and resulted in an increased transaction volume of 87% from a Malaysian bank client

Ü-Gro Ottawa, Ontario CEO Summer 2018 – Founded the company Ü-Gro to develop a solution regarding food insecurity within Canada's metropolitan regions – Spearheaded and led a team of 15 to design, create and market a vertically-integrated garden to pitch in front of Lakehead University; received $8,000 in funding and generated $12,000 in revenue upon integration of the product within the university

EXTRACURRICULAR ACTIVITIES

Queen’s University Investment Counsel (QUIC) Kingston, Ontario Senior Portfolio Manager (TMT) 2019 – Present – Work with a team of 35 students to manage a $1.8M portfolio of Canadian and U.S. equities on behalf of the Queen’s University Endowment Fund and Mackenzie Investments – Lead a team of 4 students to prepare stock pitches and investment memorandums to present at QUIC’s public meetings; formulate and execute a sector-specific investment strategy for the Technology, Media, and Telecommunications portfolio – Completed a 16-week summer analyst training program consisting of reading extensively on investing, building financial models and writing reports on independent investment ideas, market irrationality, economic moats and management incentives

Commerce Executive on Orientation Kingston, Ontario Leadership Director 2018 – Present – Directed the hiring process of 260 students, selecting and independently training 64 leaders in successfully transitioning the Class of 2022 – Spearheaded a charitable campaign that raised an accumulated $20,000 and 10,000 social media views, increasing reach by 80% YoY – Revamped an education program to teach orientation leaders in a TED-talk format on topics including humility, resilience, failure, accessibility, diversity, and teambuilding to 64 students

ADDITIONAL INFORMATION

– Athletics: Rowing – 1st nationally of 85 teams, 14/306 internationally, rowing captain and provincial record-holder; OFSAA rugby team captain – Languages: Business proficiency in French (DELF B2) and Mandarin (International Certificate) – Arts: Piano ARCT, 2017 Kiwanis Ontario 2nd place, OCDSB Slam Poetry Finalist “I remember”, Young at Art 2017 Acrylics Award “Home” – Interests: Mixed martial arts, producing electronic dance music, psychology, oil painting, football, hockey, backpacking Deven Chander [email protected]

EDUCATION

Duke University School of Law Durham, NC Juris Doctor (JD) / Master of Laws (LLM) 2021 – 2024

Queen’s University Kingston, Canada Honors Bachelor of Commerce (B.Com) 2017 – 2021 – Academics: Cumulative G.P.A. of 4.16/4.30, D.I. McLeod Dean’s List with Distinction (top 10% of class academically) in all years – Relevant Courses: Derivative Securities (A+), Finance (A+), Calculus (A+), Statistics (A+), Accounting I & II (A+), Economics (A+) – Exchange: Completed the winter 2020 semester abroad at the University of New South Wales (UNSW) in Sydney, Australia

PROFESSIONAL EXPERIENCE

Evercore Partners New York City, NY Investment Banking Summer Analyst Summer 2020 – Completed a 10-week internship in the Mergers & Acquisitions (M&A) group – Developed a portion of the valuation model, prepared and presented a debt financing option report, and recorded notes from daily client update calls pertaining to a $400 million buy-side acquisition led by the Telecommunications Team – Researched over 20 potential acquisition targets in the sanitization product market based on synergy potential using preset criteria for a client and prepared a presentation for an acquisition target pitch led by the Consumer & Retail Team

Burgundy Asset Management Ltd. Toronto, Canada Summer Investment Analyst Summer 2019 – Completed a 17-week internship in the investment department of Canada’s premiere value-focused asset manager with ~$34B in AUM – Worked with the European equities portfolio manager to write reports on the profitability decline of a Finland-based construction company, the competitive advantage of a London-based software-as-a-service business and the business models of newly listed biotechnology companies – Worked directly with the analysts and portfolio manager of the U.S. Large-Cap team to conduct due diligence on portfolio holdings and new investment ideas using Bloomberg, S&P Capital IQ, broker notes, expert networks and management meetings – Wrote a 50-page investment analysis on Tiffany & Company (NYSE:TIF) that analyzed management’s corporate strategy, evaluated competitive advantages and included a 20-year operating model after conducting intensive research that included a 1-on-1 expert call with the former CEO

Deloitte LLP Toronto, Canada Assurance Intern Summer 2018 – Completed a 12-week internship in the advisory practice, working with the transaction advisory and public audit groups – Reconciled discrepancies in the operating model for a California-based agriculture company completing a $50M initial public offering – Audited the financial statements of one of the largest publicly-traded asset managers in the world, ensuring line items within SEC and OSC filings were compliant with regulatory standards

EXTRACURRICULAR ACTIVITIES

Queen’s University Investment Counsel (QUIC) Kingston, Canada Senior Portfolio Manager (Industrials) 2018 – Present – Work with a team of 35 students to manage a $1.8M portfolio of Canadian and U.S. equities on behalf of the Queen’s University Endowment Fund and Mackenzie Investments – Collaborate with a team of 4 students to prepare stock pitches and holdings analyses to present at QUIC’s public meetings and to aid in the security selection process for the Industrials sector’s ~$120,000 portfolio – Completed a 16-week summer analyst training program that consisted of reading extensively on investing philosophy, building financial models and writing reports on independent investment ideas, market irrationality, economic moats and management incentives – Acted as a mock M&A advisor to Metro on its merger with The Jean Coutu Group for QUIC’s annual Deal Competition, presenting a full transaction analysis with a team of analysts to a panel of institutional investors using a merger model and relative valuation techniques

Queen’s Private Capital Group Kingston, Canada Project Manager 2017 – 2020 – Provided pro-bono advisory services to private equity firms with a team of 30 Queen’s students in the form of financial research and analysis – Developed full market analyses for OMERS Private Equity and iNovia Venture Capital with a team of 4 students that included identifying acquisition targets, formulating investment recommendations, and preparing presentations to senior members of the firms’ investment teams

ADDITIONAL INFORMATION

– Athletics: Competed in the province of Ontario’s highly-competitive, “Elite-Level” soccer league for 8 seasons and coached a younger team upon retirement, active member of the Golf Association of Ontario for 5 seasons, played in Ontario’s “AA” basketball league for 2 seasons – Academics: Served as a Teaching Assistant to Dr. Christopher Miners for Organizational Behavior and Professor Blair Robertson for Corporate Finance to run tutorials and assist with grading final examinations and term papers – Scholarships: CFA Society Undergraduate Finance & Economics Scholarship (2020), Queen’s University Excellence Scholarship (2018) Bronwyn Ferris [email protected]

EDUCATION

Queen’s University Kingston, Ontario Bachelor of Commerce (Honours) 2017 – Present – Academics: Cumulative GPA: 4.16/4.30, (A+ in relevant courses including: Finance II, Introduction to Finance, Introduction to Financial Accounting, Introduction to Management Accounting, Managerial Economics, Managerial Statistics and Principles of Economics) – Awards: Selected as one of 50 recipients out of the undergraduate class (≈4500) of the Queen’s Chancellor’s Scholarship, a major admission award for academic excellence, leadership and creative thought; Masani Scholarship for high academic standing, community service or small business entrepreneurship and international exchange participation; D.I. McLeod Dean’s List or Dean’s List with Distinction recipient each year – International Exchange: Completed a semester at Bocconi University in Milan, Italy in the winter of 2020

Point Grey Secondary School Vancouver, British Columbia Dogwood Diploma 2012 – 2017 – Attended Point Grey Mini School, an enrichment program which offers accelerated and advanced courses to 30 selected students per grade – Recipient of >30 awards and certificates including 7 graduation awards for academics, athletics, service and leadership; 92.4% graduating average

PROFESSIONAL EXPERIENCE

Evercore New York, New York Summer Investment Banking Analyst (Mergers & Acquisitions Division) Summer 2020 – Completed a 7-week internship at Evercore, a premier, global, independent investment banking advisory firm – Created and utilized complex financial models and created client-ready presentations to present the material in a digestible format – Worked with the Consumers and Metals & Mining teams and gained significant experience in the Microsoft Office Suite

RBC Phillips, Hager & North Investment Management (PH&N) Vancouver, British Columbia Summer Analyst (Fixed Income Division) Summer 2019 – Completed a 16-week internship at RBC PH&N, an investment management firm with over $106B in assets under management – Researched, analyzed and wrote a series of reports investigating credit investment opportunities across a variety of industries, largely in the investment-grade corporate bond market, assigned a credit rating to each opportunity and defended opinions to senior investment professionals – Created and worked with comparative models in alternative markets, to identify important differences which may affect credit quality

CAI Capital Management Co. Vancouver, British Columbia Summer Analyst Summer 2018 – Completed a 14-week internship at CAI Capital Management Co., a private equity firm with $1.5B of invested capital over three decades – Conducted thorough primary and secondary research to analyze companies and industries, helping assess the investment merits of potential acquisitions; presented findings directly to the investment team at bi-weekly meetings – Developed a foundational knowledge of LBO modelling through practice under the supervision of an investment associate Summer Intern Summer 2017 – Categorized, compiled and reformatted data on acquisition prospects in preparation for due diligence – Attended the Womenswear in Nevada Show in Las Vegas; gave feedback on a CAI portfolio company to the Managing Partner of the firm

EXTRACURRICULAR ACTIVITIES

Queen’s University Investment Counsel (QUIC) Kingston, Ontario Portfolio Manager (Consumers) 2017 – Present – Work with 35 students to manage a $1.8M equity portfolio, promoted from Analyst (Consumers & Healthcare) and Junior Analyst (Generalist) – Formulate and execute a sector-specific investment strategy, providing updates on sector developments, prospective and current holdings through investment memorandums, industry reports and holding analyses to present tri-weekly at QUIC public meetings – Perform and present detailed bottoms-up fundamental analysis of current and prospective holdings through DCF modelling, comparable multiples and qualitative methods, developed strong capabilities in S&P Capital IQ, Excel and PowerPoint – Won the QUIC Deal Competition, acted as a mock M&A advisor in September 2018 on the Jean Coutu – Metro merger, presented a full transaction analysis to a panel of institutional investors; completed a similar assignment in September 2017 on the Kate Spade – Coach merger

Queen’s University Conference on the Entertainment Industry (QCEI) Kingston, Ontario Sponsorship Coordinator 2018 – 2019 – Maintained and generated partnerships with corporations to acquire monetary and in-kind sponsorship to finance the conference

Point Grey Secondary Micro Loans Club Vancouver, British Columbia Founder and President 2015 – 2017 – Loaned over $1,200 to entrepreneurs in developing nations to fund their business initiatives while leading a team of ≈20 students – Executed fundraising efforts and raised capital from both individuals and the student body, while coordinating with school administration

ADDITIONAL INFORMATION

– Athletics: Captain of the BC U19 Women’s Ultimate Frisbee Team; member or captain of 23 competitive high school teams

Ruby Harris [email protected]

EDUCATION

Queen’s University Kingston, Ontario Bachelor of Commerce 2017 – Present – Academics: Cumulative GPA: 4.0/4.3; Principal’s Scholarship; D.I. McLeod Dean’s List Scholarship – Relevant Courses: Finance I (A+), Management Accounting (A+), Managerial Economics (A+), Mathematical Analysis (A+) – Exchange: Completed a semester abroad at SKEMA Business School in Antibes, France

St Mary’s CSS Pickering, Ontario Ontario Secondary School Diploma (OSSD) 2012 – 2015 – Cardinal Carter Award recipient; acknowledged as an Ontario Scholar for academic excellence; Honor Roll with Distinction

PROFESSIONAL EXPERIENCE

BC Partners New York, New York Private Credit Summer Analyst Summer 2020 – Completed a 10-week internship with BC Partners’ ~$2B middle market credit fund, working with the investment team to evaluate public and private opportunities in direct lending, opportunistic credit, and structured equity; scheduled to return full-time in July 2021 – Select Transaction Experience o Industrial Machinery – Opportunistic ($3M) ▪ Member of two-person deal team evaluating the financing of a market-leading industrial manufacturer in a private equity-led buyout ▪ Modelled detailed profit and loss build-up to evaluate the impact of various business performance cases on investment return; included a waterfall recovery analysis under a range of scenarios to evaluate the vulnerability of a structurally subordinated position ▪ Individually presented modelled results and detailed diligence to senior members of the BCP investment team o Electronic Equipment – Direct Lending ($45M) ▪ Analyzed the refinancing of a First Lien Term Loan for a leading electronic equipment manufacturer and distributor ▪ Completed detailed market diligence including an in-depth analysis of the impact of COVID-19 on the company and broader industry

InstarAGF Asset Management Toronto, Ontario Summer Analyst Summer 2019 – Completed a 17-week internship with InstarAGF, a middle market infrastructure investment fund with ~$2.3B in AUM; the fund has a focus on alternative investments and mezzanine debt opportunities – Select Transaction Experience: o Fixed Base Operator – Carve-out Purchase ($35M) ▪ Built initial LBO valuation including returns analysis and shareholder loan financing structure ▪ Responsible for multiple diligence streams including the review of customer contracts, lease agreements, and quality of earnings reports

Paradigm Capital Toronto, Ontario Equity Research Summer Associate Summer 2018 – Completed a 17-week internship at a boutique investment bank supporting numerous teams in the coverage and initiation of Canadian equities

EXTRACURRICULAR ACTIVITIES

Queen’s University Investment Counsel (QUIC) Kingston, Ontario Senior Portfolio Manager (Healthcare) 2018 – Present – Work with a team of 35 students to manage a $1.8M portfolio of Canadian and U.S. equities on behalf of the Queen’s University Endowment Fund and Mackenzie Investments – Lead a team of four students to formulate and execute a sector-specific investment strategy for the Healthcare portfolio – Participated in QUIC’s annual Deal Competition, acting as mock M&A advisor to Metro on its $4.5B acquisition of Jean-Coutu; presented case analysis and findings to a panel of institutional investors

Investment Banking Valuation Program Kingston, Ontario Fellow 2017 – 2018 – Learned the fundamentals of precedent transactions, comparable companies, discounted cash flow and accretion/dilution analysis over a six- month period under the guidance of former Donaldson, Lufkin & Jenrette VP Blair Robertson – Presented analyses tri-weekly to panels of finance professionals from investment banking and asset management firms

ADDITIONAL INFORMATION

– Long Distance Running: Completed the Toronto Marathon in May 2019 – Lacrosse: Varsity captain of the lacrosse team in grades 11 and 12; 2014 Provincial champions – Community Outreach: Volunteer at Habitat for Humanity; Free the Children mission in Ghana, Africa – Equestrian Show Jumping: International competitor in Canada, Germany, and the U.S. Garrett Johnston [email protected]

EDUCATION

Queen’s University Kingston, Ontario Bachelor of Commerce 2017 – Present – 4.12/4.30 GPA; relevant courses: Calculus (A+), Financial Accounting (A+), Finance II (A+), Introduction to Finance (A+), Statistics (A+) – Completed winter 2020 semester on exchange in Nice, France

Upper Canada College Toronto, Ontario International Baccalaureate and Ontario Secondary School diplomas 2009 – 2015 – Scored 2270 (99th percentile) on the Scholastic Aptitude Test (SAT); competed on the varsity football team, and member of the investment club

PROFESSIONAL EXPERIENCE

Credit Suisse New York, New York Investment Banking Summer Analyst Summer 2020 – Completed a 7-week internship in the firm’s New York Global Industrials Group; scheduled to join the bank full-time in summer 2021

Altas Partners Toronto, Ontario Private Equity Summer Analyst Summer 2019 – Completed a 16-week internship at a private equity firm with ~$7B in AUM – Assessed company-specific and industry-level primary and secondary research to conduct diligence on potential acquisition opportunities; analyzed data, compiled research and presented key findings directly to associates and directors – Select Transaction Experience: o Buyout of DuBois Chemicals (Price Undisclosed) ▪ Analyzed company’s end-market mix and competitive positioning; conducted diligence on proposed tuck-in deals

Clarus Securities Toronto, Ontario Investment Banking Summer Analyst Summer 2018 – Clarus is an independent investment bank, with additional capacities in research and trading; during the first half of 2018, the firm completed $360M in underwritten equity deals across several industries – Created marketing materials such as management overviews, company pitchbooks and investor teasers for clients – Sourced key inputs for valuation tasks, including mapping financial figures and creating comparable company analyses

International Summer Camp Montana Crans-Montana, Switzerland Counsellor Summer 2017 – Organized activities and overnight alpine hiking trips as a counsellor in a highly multicultural environment for children aged 10 to 11 years old

EXTRACURRICULAR ACTIVITIES

Queen’s University Investment Counsel (QUIC) Kingston, Ontario Portfolio Manager (Energy & Utilities) 2018 – Present – Work alongside a team of 35 undergraduate students to manage a $1.8M portfolio of Canadian and U.S. equities on behalf of the Queen’s University Endowment Fund and Mackenzie Investments – Prepare investment memorandums and holding analyses to present at QUIC public meetings on a tri-weekly basis to aid in the security selection process and exploration of industry and macroeconomic trends – Acted as a mock M&A advisor in September 2018 on a recent deal; presented a full transaction analysis to a panel of institutional investors

Queen’s Trading Committee (QTC) Kingston, Ontario Senior Advisor 2017 – Present – Served as an Analyst from 2017 – 2019; prepared educational presentations on topics such as discounted cash flow and comparable company analyses, which were then delivered to audiences of approximately 30 Queen’s students – Chosen as Co-Head for 2019 – 2020; selected to serve in Senior Advisor capacity following successful completion of 1-year Co-Head term

ADDITIONAL INFORMATION

– Certifications: Completed the Canadian Securities Course (CSI/Moody’s Analytics) prior to beginning university – Hockey: Competed in Jr. A hockey prior to university, playing for the French River Rapids (Nöelville, Ontario) and the Okanagan Eagles (Foxboro, Massachusetts); retired in 2016 due to a career-ending injury – Additional Queen’s Involvement: Served as a Sponsorship Coordinator (2017 – 2019) for the Queen’s Conference on International Business, a student-run conference in Toronto to educate university students on the international business environment – Fraternity: President and founding member of Phi Delta Theta – Ontario Eta; responsible for liaising with the Chapter Advisory Board and other external stakeholders, as well as providing oversight for various tasks such as member recruitment and budgeting processes – Languages/Citizenship: Fluent in French and English; dual Canadian/French (EU) citizen – Outreach: Volunteered at Whitby Psychiatric Hospital from 2015 – 2017, and started a support initiative for athletes who face the decision to give up their sport due to injury; awarded the RBC #Make150Count Award as a result of the initiative Eliano Rexho [email protected] EDUCATION

Queen’s University Kingston, Ontario Bachelor of Commerce 2017 – Present – Academics: Cumulative GPA: 4.09/4.30; Principal’s Scholarship Recipient; D.I. McLeod Dean’s List with Distinction – Relevant Courses: Business Decision Models (A+), Finance I & II (A+), Managerial Statistics (A+), and Principles of Economics (A+) – Exchange: Completed the winter 2020 semester abroad at Bocconi University in Milan, Italy

Northern Secondary School Toronto, Ontario Ontario Secondary School Diploma 2013 – 2017 – Received the gifted certificate; awarded the Principal’s Award for demonstrating exceptional leadership and community involvement

PROFESSIONAL EXPERIENCE

Accenture Toronto, Ontario Summer Strategy Analyst Summer 2020 – Project: Staffed on an ongoing 10-month project designed to drive forward a $55B, decade-long strategic plan of a major public sector client o Developed and owned value sizing model to determine the impact of a $15B+ increase of private investment in social causes o Created interview assets, used MURAL to synthesize qualitative data, and conducted interviews on the 15 largest Impact Funds, Credit Unions, and Foundations in Canada to identify roadblocks in and create solutions for a major Canadian impact investing cause o Storyboarded, built, and presented 4 PowerPoint presentations to showcase progress to client leadership on a bi-weekly basis – Completed week-long training program on advanced skills in Excel, PowerPoint, the Agile approach, data analysis, and design thinking

Skylight Toronto, Ontario Business Analyst Summer 2019 – Completed a second summer internship at Skylight, a San Francisco-based technology start-up disrupting the Bay Area home remodeling industry – Developed pitch deck that was presented to Silicon Valley venture capital firms to secure $10 million+ in series A round financing – Discovered process inefficiency and erased bottlenecks in customer acquisition funnel that led to 33% improvement in lead conversion – Participated in daily meetings with CEO to discuss company’s strategic direction, plan funding strategy, and provide financial progress updates – Monitored and tracked performance of U.S. $1.2 million portfolio of home renovation and design projects to optimize for high CSAT scores Operations Intern Summer 2018 – Worked with upper management to upgrade the company costing estimation model, leading to a 50% increase in contractor quoting accuracy – Led the project proposal process redesign by upgrading the standard client proposal slide decks, leading to over 60% client conversion

EXTRACURRICULAR ACTIVITIES

Queen’s University Investment Counsel (QUIC) Kingston, Ontario Senior Portfolio Manager, Metals & Mining 2019 – Present – Work with a team of 35 students to manage a $1.8M portfolio of Canadian and U.S. equities on behalf of the Queen’s University Endowment Fund and Mackenzie Investments – Lead and execute a portfolio-specific investment strategy for the Metals & Mining sector, performing security analysis and mentoring an analyst – Prepare investment memorandums, stock pitches, and holding analyses to present at QUIC public meetings on a tri-weekly basis to aid in the security selection process and exploration of industry and macroeconomic trends – Completed a 16-week analyst training program; wrote deliverables on independent investment ideas, market irrationality, and economic moats

Queen’s Case Competition Union (QCCU) Kingston, Ontario Competitor 2018 – Present – Selected as one of six out of 104 applicants to represent Queen’s University as the official school-sponsored international case team – Presented 30+ cases through the lens of a variety of business areas including operations, marketing, supply-chain management, finance, and human resources in industries ranging from fintech to metals & mining – Participate in 250+ hours of extensive training to continually develop data analysis, critical thinking, and presentation skills – Performance: 1st at BIICC 2019 in Oslo, Norway; 2nd at CIBCC 2019 in Koh Samui, Thailand; 3rd at CBSCC 2020 in Copenhagen, Denmark

Queen’s Global Markets (QGM) Kingston, Ontario Senior Analyst 2017 – 2019 – Led group of four students as the Senior Analyst on the Fiscal Policy Team to develop reports and presentations on global economic issues – Created 12 comprehensive presentations and reports on topics ranging from the Ontario minimum wage increase to the Greek debt crisis

ADDITIONAL INFORMATION

– Soccer: Captain of Leaside Tigers AC and Northern Red Knights (grade 12); won multiple season titles, cups, and tournaments – Languages: Fluent in Albanian; hold dual Canadian/Albanian citizenship – Leadership: COMM 151 Teaching Assistant; Member of High School Liaison; Commerce Orientation Week Leader – Interests: Passionate about travelling, closely follow NBA, NHL, and NFL, and played piano for 10 years QUEEN’S UNIVERSITY INVESTMENT COUNSEL Junior Portfolio Managers

4 Shivam Aggarwal [email protected]

EDUCATION

Queen’s University Kingston, Ontario Bachelor of Commerce 2018 – Present – Academics: Cumulative GPA: 4.23/4.30; D.I. McLeod Dean's List with Distinction (top 10% of class) – Relevant Courses: Finance II (A+), Financial Accounting (A+), Managerial Statistics (A+) – Awards: Jean C. Scace Memorial Scholarship, awarded to 1 Commerce student based on academic excellence in first year; Honorable Ray Lawson Scholarship, awarded to 1 Commerce student entering third year who has achieved high standing in their first two years of the program – Exchange: Scheduled for exchange to Università Bocconi, Milan, Italy (Winter 2020)

PROFESSIONAL EXPERIENCE

Boston Consulting Group Toronto, Ontario Summer Associate Summer 2021 – Scheduled to complete 10-week summer internship at the Boston Consulting Group’s Toronto office

Fremont Private Holdings New York, New York Summer Intern Summer 2020 – Completed 10-week virtual internship at Fremont Private Holdings, the direct private investment arm of the Fremont Group – Developed the growth strategy for one of the firm’s holdings, a leading provider of commercial roofing systems in North America, by assessing the attractiveness of expansion into adjacent trades and geographies o Evaluated markets against criteria including size, growth, profitability, competitive intensity, and fit with core capabilities – Conducted further strategic analysis by assessing the organization’s capabilities to identify areas of competitive advantage and room for future improvement and presented findings over 3 calls with the company’s CEO

Iversoft Solutions Ottawa, Ontario Business Analyst Intern Summer 2020 – Completed 16-week internship at a full stack digital agency working on projects for the games and product departments – Conducted in-depth research into the mobile advertising space and recommended 2 strategic initiatives to augment the monetization strategy of Iversoft’s suite of mobile solitaire games, both of which were implemented – Spearheaded writing of Canadian Media Fund application seeking funding to develop a commercial virtual reality game; carried out market analysis, developed revenue model, and highlighted the game’s future market position and competitive advantages

EXTRACURRICULAR ACTIVITIES

Queen’s University Investment Counsel (QUIC) Kingston, Ontario Portfolio Manager (Metals & Mining) 2019 – Present – Work with a team of 35 students to manage a $1.8M portfolio of Canadian and U.S. equities on behalf of the Queen’s University Endowment Fund and Mackenzie Investments – Collaborate with a team of 3 students to prepare stock pitches and holdings analyses to present at QUIC’s public meetings and to aid in the security selection process for the Metals and Mining sector’s ~$100,000 portfolio; generated a 36.1% sector alpha in FY 2020 – Participated in QUIC’s annual Deal Competition, acting as mock M&A advisor to Pinnacle Foods on its $10.9B sale to Conagra Brands; presented case analysis and findings to a panel of judges from Burgundy Asset Management

CREO Solutions Kingston, Ontario Managing Director 2018 – Present – Co-manage CREO Solutions, a student-run consultancy consisting of 35 students; responsibilities include setting the strategic direction for the organization, leading client acquisition, and ensuring the successful delivery of all project work – Collaborated with executive in launching new initiatives including successfully introducing a new sales model for client acquisition, releasing our first annual report, instituting a 360° feedback system, and creating consultant onboarding modules Project Manager – Led a team of 5 students on a growth strategy project for a Toronto-based practice management solution; conducted rigorous analysis into 30+ geographic expansion opportunities, recommending expansion into 5 new countries – Developed 12-week project plan, structured the project, synthesized 5 individual workstream findings into actionable recommendations, and held weekly calls with the company’s CEO to discuss the project’s direction and to communicate the team’s analysis and conclusions

ADDITIONAL INFORMATION

– Sports: Varsity High School Golf (MVP); currently play on intramural touch football and basketball teams – Testing: Achieved score in the 99th percentile on SAT – Conferences: Provincial Champion at DECA Ontario Provincials in the Professional Selling category, later representing Canada at the DECA International Career Development Conference (2018); Wharton Sports Business Academy (Summer 2017) – Community Outreach: Tutor for students in grade 6-10 mathematics; candidate for a Certificate in Social Impact – Interests: Closely following the NHL, NBA and NFL, travelling, personal investing, and politics Jamie Bennett [email protected]

EDUCATION

Queen’s University Kingston, Ontario Bachelor of Commerce 2018 – Present – Academics: Cumulative GPA of 3.94/4.30; Queen’s Excellence Scholarship; D.I. McLeod Dean’s List – Relevant Courses: Finance II (A+), Managerial Accounting (A+), Mathematical Analysis for Management (A+)

Highland Secondary Comox, British Columbia Dogwood (High School) Diploma 2014 – 2018 – Gold Honor Roll; Awarded as top-10 student in class from 2015-2018; 94% graduating average

PROFESSIONAL EXPERIENCE

Houlihan Lokey Los Angeles, California Investment Banking Summer Analyst Summer 2021 – Scheduled to complete an internship in the Financial Restructuring Group

Ontario Teachers’ Pension Plan (OTPP) Toronto, Ontario Private Equity Summer Analyst Summer 2020 – Completed a 17-week internship within the Private Capital, Direct Investing team of Canada’s largest single-profession pension plan – Built six presentations highlighting key trends, investment merits, COVID-19 impact, and valuation analysis for consumer subsectors – Conducted supporting valuation analyses for the recapitalization of two portfolio companies; participated in management and lender calls – Worked directly with directors, principals, and associates to analyze private equity opportunities through researching industry cyclicality, reviewing confidential information memorandums, and conducting expert and management calls; conducted supporting LBO analysis for target control bid

Georgian Partners Toronto, Ontario Growth Equity Summer Analyst Summer 2019 – Completed a 14-week internship as the inaugural formal intern on the investment team of Georgian Partners, a ~$2.5B growth equity fund – Built SaaS metrics, comparable company and precedent transaction analyses, as well as operating models for five transactions – Performed and led in-depth market research and expert calls for the industrial cybersecurity, conversational chatbot, and fintech markets – Assisted in creation of synergy models and research reports to evaluate strategic M&A opportunities for two portfolio companies – Select Transaction Experience: o $45M Series-B funding round for Shipwell (logistics technology company) o Built comparable company, precedent transaction, and customer cohort analysis; assisted with pre- and post-close due diligence

EXTRACURRICULAR ACTIVITIES

Queen’s University Investment Counsel (QUIC) Kingston, Ontario Portfolio Manager (Energy & Utilities) 2018 – Present – Work with a team of 35 students to manage a $1.8M portfolio of Canadian and U.S. equities on behalf of the Queen’s University Endowment Fund and Mackenzie Investments – Prepare investment memorandums regarding portfolio performance and industry trends for the Energy & Utilities team to be presented at public QUIC meetings on a tri-weekly basis – Acted as a mock M&A advisor to Pinnacle Foods on their acquisition by Conagra Brands at the 2019 QUIC Deal Competition; presented a full transaction analysis to a panel of institutional investors – Previous roles include Analyst (Energy & Utilities) and Junior Analyst (Generalist)

Queen’s Private Capital Group Kingston, Ontario Project Manager 2019 – Present – Work with a team of 30 Queen’s students to provide pro-bono advisory services to private equity and venture capital firms; conduct market research, perform financial analysis and search mandates to identify investment opportunities – Completed 2 advisory projects for Peloton Capital Management developing full market analysis; currently working with Dream Unlimited – Authored deep-dives on distressed energy investing in Canada and opportunistic technology investing through COVID-19

ADDITIONAL INFORMATION

– Additional Involvement: Queen’s Finance Association Conference (Education Coordinator), Queen’s Investment Banking Preparatory Course – Conferences & Competitions: Burgundy Asset Management Stock Pitch Competition, Capitalize for Kids (C4K) Student Investing Challenge, Fidelity Investments “A Class by Themselves” Event, and Investors of Tomorrow Stock Pitch Competition (Finalist) – Sports: Former varsity basketball athlete; current intramural basketball and club soccer athlete; avid skier, surfer and hiker – Entrepreneurship: Created an online business through researching specialty items generating over $10,000 in revenue with a ROI of 41% – Community Outreach: Volunteer at The Views Residential Care (200+ hours), Comox Valley Soup Kitchen and Pedalheads Bicycle Camp – Interests: Professional and NCAA football and basketball, strategy board games, vinyl collecting, architecture, 20th century art, fishing Max Bernardi [email protected]

EDUCATION

Queen’s University Kingston, Ontario Bachelor of Commerce 2018 – Present – Academics: Cumulative GPA of 4.01/4.30; Principal’s Scholarship and D.I. McLeod Dean’s List with Distinction (top 10% of class) – Relevant Courses: Business Management (A), Business Decision Models (A+), Financial and Management Accounting (A+), Finance II (A+)

University of Toronto Schools Toronto, Ontario Ontario Secondary School Diploma 2014 – 2018 – Final GPA: 96% | Student Ambassador Council | Langford Rowell Scholarship Recipient | UTS War Memorial Scholarship Recipient

PROFESSIONAL EXPERIENCE

Bain & Company Toronto, Ontario Associate Consultant Intern Summer 2021 – Scheduled to complete the 10-week Associate Consultant Intern Program

Skye Global Management New York, New York Summer Intern Summer 2020 – Completed internship in the 3-person investment team of Jamie Sterne’s long/short growth technology-focused hedge fund with ~$1.5B AUM – Independently initiated coverage on the Contact Center as a Service (CCaaS) industry and created a 50-page report that analyzed industry outlook, customer segments, market leaders’ competitive positioning, management teams and notes collected from 1-on-1 calls with former executives – Developed “Buy Recommendation” on market leader based on current duopoly positioning, accelerating adoption of CCaaS, and barriers to entry – Assisted in creating valuation model that was driven by industry shift from on-prem to cloud solutions and the company’s growing market share

CIBC Wood Gundy Toronto, Ontario Administrative Assistant Summer 2019 – Completed a 14-week internship at CIBC Wood Gundy for a financial advisor with over $300M in assets – Produced client updates that analyzed performance for high net-worth clients across various investment strategies (value, growth, dividend) – Developed Excel macros to organize large data sets of independent asset manager holdings by industry, geography, and portfolio value, saving approximately 1 hour per report per quarter – EXTRACURRICULAR ACTIVITIES

Queen’s University Investment Counsel (QUIC) Kingston, Ontario Portfolio Manager (Industrials) 2019 – Present – Work with a team of 35 students to manage a $1.8M portfolio of Canadian and U.S. equities on behalf of the Queen’s University Endowment Fund and Mackenzie Investments – Prepare investment memorandums and holding analyses to present at public QUIC meetings on a tri-weekly basis to aid in the security selection process and exploration of industry trends; analyze stocks in the Industrials sector portfolio with an AUM of ~$120,000 – Placed first in annual QUIC Deal Competition, analyzing Conagra Brands’ acquisition of Pinnacle Foods and presenting a full transaction analysis to a panel of institutional investors using a merger model, DCF, NPV synergy analysis, and precedent transactions – Previously was an Analyst in the Financial Institutions Group (FY 2019 US alpha of 7.53%) and co-authored pitch on PYPL; investment theses included customer integration across various money-transfer platforms, merchant ease of use, capital allocation strategy, and R&D initiatives

Queen’s Finance Association (QFA) Kingston, Ontario Sponsorship Co-ordinator 2019 – Present – Work with a group of students at Queen’s to plan and execute Canada’s most prestigious undergraduate finance conference, attracting over 90 delegates from universities across North America – Maintain and build relationships with institutional sponsors and develop creative plans to meet all needs of sponsors while balancing logistics

University of Toronto Schools Varsity Hockey Team Toronto, Ontario Captain 2016 – 2018 – Led high school varsity hockey team to first city finals appearance in decades – Trained and developed the skills of six new hockey players; acted as a mentor by building their on-ice confidence – 2015 TDCAA silver medalist; named high school MVP in 2018 in recognition of extraordinary performance, dedication, and teamwork

ADDITIONAL INFORMATION

– Athletics: Assistant Captain in Greater Toronto Hockey League with 10-year playing history; intramural hockey player at Queen’s University; recipient of Frank D. Smith Midget A Scholarship recognizing a player who achieves a high standard of excellence academically and in hockey – Interests: Avid wakeboarder, passionate about Italian cooking, personal fitness, and fan of the NHL and NBA – Travel: Tokyo, Sydney, Italy and numerous countries in South America; most recently enjoyed a fishing trip with family in Thunder Bay – Technical Skills: Microsoft Suite (Excel, PowerPoint, Word), Bloomberg, Capital IQ, moderate French proficiency Allen Chen [email protected]

EDUCATION

Queen’s University Kingston, Ontario Bachelor of Commerce 2018 – Present – Cumulative GPA: 4.19/4.30 (A+ in Business Management, HR Management, Accounting, Statistics, Finance I & II, and Mathematical Analysis) – Awards: Principal’s Scholarship (95%+ entrance average), D.I. McLeod Dean’s List with Distinction (top 10% of program)

PROFESSIONAL EXPERIENCE

Monitor Deloitte Toronto, Ontario Summer Consultant Intern Summer 2021 – Scheduled to complete a 16-week internship in the Strategy & Business Design group at Deloitte

Lytec Toronto, Ontario Co-Founder 2018 – Present – Lead a team of 5 in creating smart home technology products designed to elevate living space with flagship product being a smart cloud lamp – Completed 2 accelerator programs for S2020: defined business plan, set KPIs, and performed comprehensive customer research – Spearhead company strategy & vision and lead marketing, sales, operations, and product ideation initiatives; hired & managed all 3 interns – Initiatives grew revenue 171% YoY into $30,000 business, received $8,000 in funding; finalist for Student Startup Competition at The Forge

Snap Marketing Toronto, Ontario Founder 2019 – 2020 – Digital marketing consultancy that specializes in improving the consumer journey; acted as advisor for large health & beauty brand in executing its digital transformation strategy through the analysis of its online customer journey and developing comprehensive email marketing campaigns – Increased client e-commerce revenue by 12.4%, with email campaigns performing 9.1x better than industry average (engagements)

Mosaic Manufacturing Toronto, Ontario Business Development & Marketing Summer Intern Summer 2019 – Startup that creates hardware and software to enable multi-color, multi-material 3D printing for single-extrusion 3D printers – Spearheaded management and optimization all sales (Shopify, Amazon, distributors) & marketing (CRM, social media) channels; worked closely with CEO & COO to explore new business avenues (e.g. education initiatives) and develop growth department roles for incoming full-time hires – Created automated sales and marketing processes contributing to 35% increase in company revenue and 28% increase in conversion rates

EXTRACURRICULAR ACTIVITIES

Queen’s University Investment Counsel (QUIC) Kingston, Ontario Portfolio Manager (Technology, Media & Telecommunications) 2019 – Present – Work with a team of 35 students to manage a $1.8M portfolio of Canadian and U.S. equities on behalf of Queen’s University and Mackenzie Investments; collaborate with team of 4 to prepare stock pitches triweekly at public meetings, directly managing ~$250,000 sector portfolio – Acted as mock M&A advisor for Conagra Brands on $10.9 billion acquisition of Pinnacle Foods, presenting to panel of institutional investors

CREO Solutions Kingston, Ontario Project Manager 2019 – Present – Selected from the class of 2022 to lead a project team for Canada’s largest student-run consultancy, serving SMEs in Canada – Led a team of 6 to advise high-end clothing retailer on a D2C marketing strategy in transitioning from a niche to a mainstream brand, conducting market research on existing customer base and performing thorough analysis on its marketing performance; presented final recommendations to C-suite management, receiving 100% buy-in – Performed analysis for North America’s largest adult sports league management platforms to determine areas of optimization and automation

Queen’s Case Competition Union (QCCU) Kingston, Ontario Competitor 2019 – Present – Selected as 1 of 5 from the class of 2022 to officially represent Queen's University at national and international case competitions; completed a year-long onboarding program with practice case competitions and internal training (i.e. case solving, slide design, financial analysis, storytelling) – Competed at JMUCC (Montreal) against 27 international universities, presenting strategic initiatives for Walmart, Heart & Stroke, and Sunlife – Taught “Cracking the Case” workshops as guest lecturer for multiple Commerce classes; coached MBA students for upcoming case competition

ADDITIONAL INFORMATION

– Projects: Worked with team of 6 to develop AI recommendation system for product landing page optimization & personalization on fashion e- commerce websites; partnered with Loblaw Digital to implement the solution for their Joe Fresh division – Leadership: Founder & Captain of high school robotics team, secured $6,000 in funding and led a team of 20 to place in top 10% of 500+ teams – Investing: Began investing in cryptocurrencies in 2013 and equities in 2016, generating 100x return on investment with $1,000 initial capital – Interests: Avid outdoorsman and camping enthusiast; strong interest in volleyball, badminton, soccer, ping pong and snowboarding – Cansbridge Fellow: 1 of 18 Canadian undergraduate students selected to complete weeklong bootcamp in SF and an internship in Asia (cancelled due to COVID-19); part of inaugural cohort for Cansbridge Fellowship Incubator, a 10-week summer accelerator program Nikola Cugalj [email protected]

EDUCATION

Queen’s University Kingston, Ontario Bachelor of Commerce 2018 – Present – Academics: Cumulative GPA of 3.77/4.30; D.I. McLeod Dean’s List – Investment Banking Valuation Program: Learned fundamentals of precedent transactions, comparable companies, discounted cash flow, mergers & acquisitions, accretion/dilution and leverage buyout analysis; presented analyses to panel of finance professionals tri-weekly – Relevant Courses: Financial Accounting (A), Finance I (A), Business Management (A), Managerial Economics (A+) – Exchange: Scheduled to complete the winter 2021 semester abroad at the University of St. Gallen in Switzerland

St. Pius X Secondary School Ottawa, Ontario Ontario Secondary School Diploma 2014 – 2018 – Achievements: Academic Honor Roll, French Immersion certificate – Athletics: Senior Boys Basketball Athlete

PROFESSIONAL EXPERIENCE

Burgundy Asset Management Toronto, Ontario Summer Analyst Summer 2020 – Completed 16-week internship with Burgundy Asset Management, a Toronto-based asset manager with ~$30B in AUM – Researched public equities and recommended buy positions on Nautilus (NLS), Apple (APPL), and Gap (GPS)

Turtle Holdings Limited Toronto, Ontario Private Equity Summer Analyst Summer 2019 – Conducted due diligence to aid in the evaluation of a $50M+ prospective investment by assessing financial performance and industry dynamics – Created four LBO models to assess the maximum purchase price possible while maintaining target IRR and MOIC return thresholds

EXTRACURRICULAR ACTIVITIES

Queen’s University Investment Counsel (QUIC) Kingston, Ontario Portfolio Manager (TMT) 2019 – Present – Work with a team of 35 students to manage a $1.8M portfolio of Canadian and U.S. equities on behalf of the Queen’s University Endowment Fund and Mackenzie Investments – Maintain equity coverage of the Technology, Media, and Telecommunications sector by creating reports on key industry trends and constructing financial models for security analysis – Acted as a mock M&A advisor to Pinnacle Foods for its $10.9B acquisition by Conagra Brands as a part of the 2019 QUIC Deal Competition; presenting a full transaction analysis to a panel of institutional investors at Burgundy Asset Management

Queen’s Finance Association Conference (QFAC) Kingston, Ontario Internal Education Coordinator 2019 – Present – Part of an executive team of 28 students in the planning and execution of Canada’s top student-run finance conference with a budget exceeding $100,000, held in Toronto for 100 students from leading schools across North America – Educate executive team by hosting both internal and public-facing presentations and workshops on a wide variety of concepts to develop advanced financial acumen; covered modelling, market developments, large macro events, and investment philosophy behind various strategies

Team Canada, Queen’s Varsity Water Polo, Ottawa Titans Kingston, Ontario Athlete 2009 – 2019 – Selected to represent Canadian U18 National Water polo Team in the 2018 World Championships hosted in Szombathely, Hungary; trained 50+ hours a week for 8 weeks in preparation – Competed with Queen’s Varsity Water Polo Team; led team to 2nd place finish at Ontario University Athletics (OUA) finals during 2018 season – Played for regional water polo club Ottawa Titans for 10 years; trained 5+ times weekly for the last 4 years playing at the most competitive level

Royal Conservatory of Music Ottawa, Ontario Pianist 2009 – 2018 – Played piano under the Royal Conservatory of Music program, practicing 10+ hours weekly to present 6 pieces to judges at the end of the year – Studied and completed intermediate level of musical theory; received numerous awards in piano competitions, such as the Kiwanis Music Festival – Tutored kids in piano to help develop basic technical piano skills; communicated simplified concepts and theory surrounding basic pieces

ADDITIONAL INFORMATION

– Awards: 1st place at Kiwanis Music Festival, recipient of $4400 Quest for Gold athlete grant, Ottawa Titans: Athlete & Team of the Year – Interests: Architecture, music, basketball, soccer, travelled to Croatia, Switzerland, Montenegro, Italy, France, Spain – Leadership: Selected to welcome the 100th Commerce Class as one of 64 orientation leaders at Queen’s in September 2019 Karan Goyal [email protected]

EDUCATION

Queen’s University Kingston, Canada Bachelor of Commerce 2018 – Present – Academics: Cumulative GPA of 4.00/4.30; Excellence Scholarship Recipient, Commerce 1993 Award, Chancellor’s Award Nominee – Relevant Courses: Introduction to Financial Accounting (A+), Finance II (A), Elements of Computer Science (A+) – Other: Completed the Investment Banking Valuation Program under the guidance of former Donaldson, Lufkin & Jenrette VP Blair Robertson

West Carleton Secondary School Ottawa, Canada Ontario Secondary School Diploma 2014 – 2018 – Ontario Academic Scholar, Honour Roll with Distinction, Founder of the Entrepreneurship Club and DECA Chapter

PROFESSIONAL EXPERIENCE

Greenhill & Co. Toronto, Canada Investment Banking Summer Analyst (Mergers & Acquisitions) Summer 2021 – Scheduled to complete a 10-week internship with Greenhill, a leading independent investment bank

InstarAGF Asset Management Toronto, Canada Private Equity Summer Analyst Summer 2020 – Completed an 18-week internship with InstarAGF, an infrastructure investment fund with ~$2.3B in AUM; the fund has a focus on middle market alternative investments and mezzanine debt opportunities – Select Transaction Experience: o $80M+ digital network business o Built LBO valuation model, including returns analysis, used to determine initial bid value o $100M+ biogas business o Responsible for several diligence streams incl. the review of stakeholder contracts, lease agreements, and government credit pricing o Conducted qualitative analysis to create marketing materials for final round partner approval

Turtle Holdings Limited Toronto, Canada Private Equity Summer Analyst Summer 2019 – Completed a 12-week internship with Turtle Holdings, a family investment office focused on lower-middle market buyouts – Analyzed future trends and the competitive climate of the logistics industry as part of due diligence for a $50M+ deal – Built four LBO models to assess ability-to-pay while maintaining MOIC and IRR thresholds for potential acquisition targets – Sourced over 1,000 leads for potential acquisitions in Ontario and prepared customized contact approaches for several selected targets

EXTRACURRICULAR ACTIVITIES

Queen’s University Investment Counsel (QUIC) Kingston, Canada Portfolio Manager (Financial Institutions Group) 2019 – Present – Work with a team of 35 students to manage a ~$1.8M portfolio of Canadian and U.S. equities on behalf of the Queen’s University Endowment Fund and Mackenzie Investments – Prepare investment memos and reports regarding sector portfolio performance and news events; present findings at QUIC public meetings – Completed a 16-week summer analyst training program with deliverables due bi-weekly; read extensively and wrote reports on independent investment ideas, market irrationality, economic moats and management incentives – Presented a detailed M&A analysis on a recent transaction with a team of 4 mock advisors to a panel of institutional investors

Queen’s Technology Media Association (QTMA) Kingston, Canada Business Development Analyst 2020 – Present – Working with a project team of 6 students to develop and launch an application over the next year

Queen’s Trading Committee (QTC) Kingston, Canada Co-Chair 2018 – Present – Selected as one of three executive members to lead a team of 20 students and enrich the finance knowledge of the Queen’s community – Directly in charge of running an analyst training program, school-wide trading competition, speaker events, and weekly meetings – Previous roles include first year representative and analyst

ADDITIONAL INFORMATION

– Athletics: Played soccer with the West Ottawa Soccer Club for 7 years and coached a U10 team for 3 years – Entrepreneurship: Created an accessories company and a footwear company that collectively earned $25,000 in profits from 2013 to 2017 – Volunteering: Completed over 250 hours with the Canadian Cancer Society, Chartwell Homes, Heart and Stroke Foundation and WE Charity – Interests: Hiking, sports cars, electric guitar, philosophy, and the National Basketball Association – Other: Goldman Sachs 2020 and 2019 Summer Virtual Insight Series Participant, Capricorn Investment Group Stock Pitch Competition Finalist Tina Huang [email protected]

EDUCATION

Queen’s University Kingston, Ontario Bachelor of Commerce 2018 – Present – Academics: GPA: 4.20/4.30; Queen’s University Principal’s Scholarship, D.I. McLeod Dean’s List with Distinction (top 10% of class) – Relevant Courses: Finance I (A+), Financial Accounting (A+), Intro to Mathematical Analysis for Management (A+)

Unionville High School Markham, Ontario Ontario Secondary School Diploma 2014 – 2018 – Academic Honor Roll; 95% graduating average, recipient of the Arts Unionville Diploma – Piano Specialization – President of Debate Club, member of Music Council, member of Social Justice Council, TRI-M

PROFESSIONAL EXPERIENCE

BC Partners New York, New York [City], [State/Province] Summer Analyst Summer 2021 Summer 20XX – Scheduled to complete a 13-week internship within BC Partners’ Private Credit group

Burgundy Asset Management Toronto, Ontario [City], [State/Province] Summer Analyst Summer 2020 Summer 20XX – Completed a 16-week internship with Burgundy Asset Management, a Toronto-based asset manager with $30B in AUM – Screened companies and presented investment research to the Canadian Small Cap team through utilizing company filings, expert networks, management calls and other resources – Independently prepared a 43-paged research report to build the file on a professional services company; broke down the business through assessing capital allocation, key shareholders, competitive dynamics and valuation

RBC Capital Markets Toronto, Ontario [City], [State/Province] Research Product Intern, Global Research Summer 2019 Summer 20XX – Conducted data analysis on 2 European banks by extracting social media information, coding monitors and organizing data in graphs and models to guide stock trading decisions – Automated the process of analyzing and building Excel financial statement models through writing macros for 56 banks, reducing process time from 35 minutes per bank to less than 1 minute – Supported Sales & Trading, Investment Banking and Equity Research divisions by identifying, analyzing and resolving up to 50 business system and operational issues daily, including research access and data inaccuracy issues, under pressure and tight deadlines – Attended and participated in meetings with vendors, research analysts and traders to develop business knowledge on optimizing research products, assessing the macroeconomic scope and evaluating stock market performance

EXTRACURRICULAR ACTIVITIES

Queen’s University Investment Counsel (QUIC) Kingston, Ontario Portfolio Manager (Healthcare) 2019 – Present – Work with a team of 35 students to manage a $1.8M portfolio of Canadian and U.S. equities on behalf of the Queen’s University Endowment Fund and Mackenzie Investments – Prepare investment memorandums and holdings analyses to present at QUIC public meetings on a tri-weekly basis to aid in the security selection process and exploration of industry trends – Completed a 4-month summer analyst training program with deliverables due bi-weekly; program includes extensive reading and writing on independent investment ideas, market irrationality, valuation, economic moats and management incentives – Participated in the QUIC-Burgundy Deal Competition; acted as a mock M&A advisor to Pinnacle Foods on its takeover bid from Conagra Brands; presented an in-depth transaction analysis using a merger model and relative valuation techniques

Queen’s Technology Media Association (QTMA) Kingston, Ontario Senior Business Analyst 2018 – Present – Created research reports and investigated new technological trends to assess their economic impact and broad implications – Concisely presented team outlook on the cybersecurity industry at an internal competition judged by 7 industry professionals – Collaborated with a project team of 6 to program and launch an application based on blockchain technology to verify online course certifications

ADDITIONAL INFORMATION

– Languages: Fluent in English and Mandarin – Conferences: CPPIB Women’s Leadership Conference (2019), Queen’s Finance Association Conference (2019) – Stock Pitch Competition Finalist, Queen’s Commerce Corporate Competition (Q3C) – 3rd Place Winner – Interests: Piano (RCM Level ARCT Certified), music composition, skiing, yoga, volunteering, hiking

Anchal Thind [email protected]

EDUCATION

Queen’s University Kingston, Ontario Bachelor of Commerce Class of 2022. – Academics: Mathematical Analysis (A+), Managerial Economics (A+), Finance II (A+), Business Ethics (A+) – Awards: D.I. McLeod Dean’s List, Queen’s Excellence Scholarship, Queen’s Chancellor’s Scholarship Nominee – Exchange: Scheduled to complete Winter 2021 semester abroad at SKEMA Business School in Nice, France

Port Credit Secondary School Mississauga, Ontario Ontario Secondary School Diploma (Specialist High Skills Major) Class of 2018. – Sci-Tech Regional Program; Recipient of five graduation awards for exceptional academics and leadership; 94.8% graduating average

PROFESSIONAL EXPERIENCE

Boston Consulting Group (BCG) Toronto, Ontario Incoming Summer Associate Summer 2021. – Scheduled to complete a 10-week internship in the Toronto office of the Boston Consulting Group (BCG).

CIBC World Markets Inc. Toronto, Ontario Investment Banking Analyst (Real Estate) Summer 2020. – Currently completing a 16-week internship with the Real Estate group at CIBC World Markets, the investment banking division of CIBC – Assisted on $252M equity and $300M unsecured debenture processes, prepared valuation materials including comparable company analysis – Analyzed 50+ distressed hospitality companies; presented investment merits of inbound acquisition opportunities to Managing Director

Weston Foods (George Weston Ltd.) Toronto, Ontario Finance, Process and Efficiencies Intern 2019 – 2020. – Spearheaded a company-wide conversion of 2,400 vendors to electronic funds transfer (EFT), eliminating issuance of over 22,000 cheques annually – Standardized invoice collection process through VBA code, resulting in savings of $1.2M from process optimization and increased efficiency – Collaborated with several finance teams (AP, AR, Payroll, Master Data) and CFO to diagnose and map out organizational inefficiencies with Visio – Directed four projects including the development of a Unit of Measurement algorithm to optimize invoice processing and ingredient sourcing

EXTRACURRICULAR ACTIVITIES

Queen’s University Investment Counsel (QUIC) Kingston, Ontario Portfolio Manager (Consumers) 2019 – Present. – Worked with a team of 35 students to manage a ~$1.8M portfolio of Canadian and U.S. equities on behalf of the Queen’s University Endowment Fund and Mackenzie Investments – Prepared investment memorandums and hold analyses to present at QUIC public meetings on a tri-weekly basis to aid in the security selection process and exploration of industry trends with regards to the ~$200,000 Consumers portfolio – Completed a four-month summer analyst training program with bi-weekly deliverables; read extensively and wrote reports on independent investment ideas, market irrationality, economic moats, and management incentives; praised for diligent work and writing skills – Presented M&A analysis on the $10.9B Conagra Brands & Pinnacle Foods merger with team of mock advisors to a panel of institutional investors

CREO Solutions Kingston, Ontario Consultant 2019 – Present. – Selected from the Class of 2022 to work for CREO Solutions, a student-run strategy consultancy servicing SMEs across North America – Worked with a team of five to design a growth strategy for a Toronto-based practice management software startup; conducted rigorous micro- and macro-economic analyses into 60+ potential geographic and vertical expansion opportunities; presented final recommendations to company leadership with confirmation that the client planned to adopt recommended expansion into three new countries

Queen’s Formula SAE Team Kingston, Ontario Business Development Lead 2019 – Present. – Worked with a team of 50 engineering students to design, build, and test a formula style race car for competitions across North America and Europe – Responsible for designing organization’s strategic direction, leading case competition training, liaising with all stakeholders, and managing finances – Implemented external relations program resulting in ~$60,000 in total sponsorship funding from automotive leaders including Shell Canada

ADDITIONAL INFORMATION

– Achievements: Awarded Most Valuable Delegate at Queen’s Commerce Corporate Competition (2020); Selected as finalist in RBC x QUIC Stock Pitch Competition (2019); Selected from 1,500 applicants to receive one of three $2,500 Credit Education Week Scholarships (2017) – Leadership: Executive Editor of Queen’s Business Review, responsible for analyzing publication ideas brought forward by the editorial staff (67% increase in readership); Co-Founder of Port Credit Free the Children club, raised ~$5,000 annually for women’s education rights in India – Athletics: All-Star Soccer Player for 10+ years; Gold Medalist at North Mississauga Soccer Club Tournament and awarded Most Sportsman-Like of the Year (2018); coached under-six team for the Milton Youth Soccer Club; avid snowboarder; devoted Formula One fan QUEEN’S UNIVERSITY INVESTMENT COUNSEL Analysts

5 Cameron Ayotte [email protected]

EDUCATION

Queen’s University Kingston, Ontario Bachelor of Commerce 2019 – Present – Academics: Cumulative GPA of 4.06/4.30; Excellence Admission Scholarship Award, D.I Mcleod Dean’s List with Distinction – Relevant Courses: Financial Accounting (A+), Mathematical Analysis (A+), Microeconomics (A+)

Brooklin High School Brooklin, Ontario Ontario Secondary School Diploma 2015 – 2019 – Ontario Scholar Award of Excellence, Academic Honour Roll, Accounting Subject Award – Brooklin High School Letter with Distinction recipient, Ontario Ice Hockey Champion, Cure Cup charity hockey game organizer

PROFESSIONAL EXPERIENCE

Burgundy Asset Management Toronto, Ontario Investment Intern Summer 2021 – Scheduled to complete a 16-week internship at Burgundy Asset Management, an investment firm with over $35B in AUM

Apex Investment Management Uxbridge, Ontario Public Equities Intern Summer 2020 – Completed a 7-week internship at Apex Investment Management, an investment management firm with over $150M in AUM – Conducted thorough primary and secondary research to analyze companies and industries, helping assess the investment merits of potential investments; presented findings directly to the investment team at weekly meetings – Created and worked with comparative models in a variety of markets, to identify important differences which may affect investment feasibility – Conducted due diligence on portfolio holdings and new investment ideas using Bloomberg, expert calls, and management meetings

Copper Branch Brooklin, Ontario Restaurant Supervisor 2016 – 2019 – Delivered exceptional customer service to a wide variety of clientele while leading a team of 15 employees – Trained stakeholders including Franchisees and Managers on Copper Branch policies and practices – Recipient of first-ever Copper Branch Student Scholarship for displaying work ethic, leadership, and initiative in the workplace over 3 years

EXTRACURRICULAR ACTIVITIES

Queen’s University Investment Counsel (QUIC) Kingston, Ontario Analyst (Financial Institutions Group) 2020 – Present – Work with a team of 35 students to manage a ~$1.8M portfolio of Canadian and U.S. equities on behalf of the Queen’s University Endowment Fund and Mackenzie Investments – Prepare investment memorandums, stock pitches, and holding analyses to present at QUIC public meetings on a tri-weekly basis to aid in security selection – Completed a 16-week summer analyst training program that involves writing reports on independent investment ideas, market irrationality, economic moats, and management incentives

Queens Consulting Association (QCA) Kingston, Ontario First Year Representative 2019 – 2020 – Planned and executed panels and events for large groups of students, providing knowledge of consulting and information on how to achieve success within the field – Collaborated in teams to handle the logistics and marketing of various events attended by 100+ students – Strategically planned informative sessions for students by utilizing the resources and knowledge of upper-year students and alumni working in the consulting industry

Brooklin High School Student Council Brooklin, Ontario Lead Event Coordinator 2017 – 2019 – Spearheaded the organization and execution of school-wide events such as the Cure Cup, the Terry Fox run, pep rallies, and festive assemblies where I spoke professionally as Master of Ceremonies for groups of over 1,000 people – Informed students of upcoming events and encouraged students to participate through effective marketing, providing incentives, and promoting an inclusive atmosphere

ADDITIONAL INFORMATION – Athletics: Intramural hockey and soccer player, 5x OFSAA qualifier for Rugby 15’s and Ice Hockey, Cure Cup participant – Leadership: Selected as 1 of 64 students to run the Commerce Orientation Week and welcome the incoming student body to Queen’s – Competitions: One of three first-year finalists for the QUIC x RBC Stock Pitch Challenge, DECA Ontario Regional Champion – Interests: NHL Hockey, running, ancient civilization, geography, traveling, entrepreneurship Callum Dye [email protected]

EDUCATION

Queen’s University Kingston, Ontario Bachelor of Commerce 2019 – Present – Academics: Cumulative GPA of 4.27/4.30 (ranks 1st in class); D.I. McLeod Dean’s List with Distinction (top 10% of class) – Relevant Courses: Financial Accounting (A+), Mathematical Analysis (A+), Macroeconomics (A+), Microeconomics (A+) – Awards: Jean C. Scace Memorial Scholarship, awarded to the Commerce student with the highest academic standing after first year; Principal’s Scholarship Admission Award

West Vancouver Secondary School West Vancouver, British Columbia Dogwood Diploma 2014 – 2019 – Academics: Graduating Average of 96.7%, Accounting 12 Award, Law 12 Award, Math 12 Award – Scholarships: British Columbia Achievement Scholarship, District Authority Scholarship, Mark Steven Scholarship – Activities: Male Athlete of the Year, Captain of Varsity Boys’ Basketball Team, Most Valuable Forward – Varsity Boys’ Rugby Team

PROFESSIONAL EXPERIENCE

Turtle Creek Asset Management Toronto, Ontario Summer Investment Analyst Summer 2021 – Scheduled to complete a 14-week internship at Turtle Creek Asset Management, an investment management firm with AUM of ~$3.5 billion

Canaccord Genuity Wealth Management Vancouver, British Columbia Summer Investment Analyst Summer 2020 – Stanley Asset Management is a leading subsidiary of Canaccord Genuity Wealth Management, managing approximately $1 billion in client assets – Developed and presented reports on public equities used to advise clients on portfolio decisions – Created extensive industry research reports used to educate clients and source investment opportunities – Spearheaded the implementation of ‘Search Engine Optimization” practices into company website, leading to increased website traffic

Leftindust Technologies Vancouver, British Columbia Head of Business Development Present – Work with a team of 7 to develop open-source medical technologies and make a difference in the healthcare world – Major project is the development of integrated, open-source Electronic Medical Records (EMRs) for private clinics located in British Columbia

EXTRACURRICULAR ACTIVITIES

Queen’s University Investment Counsel (QUIC) Kingston, Ontario Analyst (Industrials) 2020 – Present – Work with a team of 35 students to manage a ~$1.8M portfolio of Canadian and U.S. equities on behalf of the Queen’s University Endowment Fund and Mackenzie Investments – Prepare investment memorandums and holding analyses to present at QUIC public meetings on a tri-weekly basis to aid in the security selection process and exploration of industry trends – Scheduled to complete a 16-week summer analyst training program that involves writing reports on independent investment ideas, market irrationality, economic moats, management incentives, and valuation

Queen’s Finance Association (QFA) Kingston, Ontario Education Coordinator 2019 – Present – Work with a team of 24 students to plan and execute Canada’s most prestigious student-run finance conference held annually in Toronto, hosting 100 student delegates from leading undergraduate programs across North America – Develop and present weekly presentations on market trends and create educational reports and primers throughout the year – Worked with the education team to plan and execute a workshop on “How to Pitch a Stock”, drawing an audience of 80+ students c Pizza with a Purpose West Vancouver, British Columbia Chairman 2017 – 2019 – Spearheaded a student-run club that fostered an inclusive and welcoming environment for the “Best Buddies” program at West Vancouver Secondary School – Donated over $3000 to the local harvest project over a 2-year period through weekly pizza sales and brand partnerships

ADDITIONAL INFORMATION

– Interests: Aspiring scratch golfer, NBA analysis, winner of inaugural Queen’s Spikeball Championship, running – Competitions: Named one of six finalists in RBC x QUIC Stock Pitch Competition (2020); 2nd place – Young Entrepreneurship Leadership Launchpad (YELL) Regional Championship; 3rd place – Junior Achievement Stock Market Competition (2000+ competitors nationwide) – Leadership: Welcomed the 101st Queen’s Commerce class as an orientation leader in September 2020 Ruchira Gupta [email protected]

EDUCATION

Queen’s University Kingston, Ontario Bachelor of Commerce (Honors) 2019 – Present – Academics: Cumulative GPA: 4.21/4.30; Queen’s University Chancellor’s Scholarship, D.I. McLeod Dean’s List with Distinction Scholarship – Relevant Courses: Financial Accounting (A+), Mathematical Analysis (A+), Managerial Accounting (A+), Economics (A+)

John Fraser Secondary School Mississauga, Ontario Ontario Secondary School Diploma 2015 – 2019 – Academic average: 95% | ACT: 34/36 (Writing: 10/12) | SAT Subject Test Math 2: 800/800, Chemistry: 750/800 – Advanced Placement: National Scholar (Canada) | 5/5 in Psychology, Microeconomics, Macroeconomics, Statistics, English Language – Program volunteer for ErinoakKids: Centre for Treatment and Development, supervising 25 children through Respite Camp and Family Skate

PROFESSIONAL EXPERIENCE

Peloton Capital Management Toronto, Ontario Summer Intern Summer 2021 – Scheduled to complete a four-month internship with the investment team at a Toronto-based private equity firm

PointClickCare Mississauga, Ontario Finance Associate Analyst, Student Summer 2020 – Conducted product pricing analysis, data migration, and financial analysis for a cloud-based technology company in the senior living industry – Analyzed various promotional methods to understand the impact of time-bound discounts and ramp-ups on broader pricing trends – Ran volume and pricing reconciliations to streamline billing processes and contribute to database analyses and cleanup projects

Spruce Grove Capital Toronto, Ontario Private Equity Summer Analyst Summer 2020 – Carried out due diligence, origination activities, and research support for a search fund with a team of 9 analysts – Assisted with the preparation of financial analysis for >$10M active deal of real estate technology company under Letter of Intent (LOI) – Conducted industry research and competitive analysis in the real estate software industry and channel checks of real estate brokerages

EXTRACURRICULAR AND VOLUNTEER ACTIVITIES

Queen’s University Investment Counsel (QUIC) Kingston, Ontario Analyst (Healthcare) 2019 – Present – Work with a team of 35 students to manage a $1.8M portfolio of Canadian and U.S. equities on behalf of the Queen’s University Endowment Fund and Mackenzie Investments, preparing investment memorandums on holdings analyses to present at public meetings tri-weekly – Previously served as a Junior Analyst in a generalist role, working with all 7 QUIC sector teams to create and present weekly stock pitches – Completed a 4-month analyst training program with deliverables due bi-weekly; program included extensive reading and writing on independent investment ideas, market irrationality, economic moats, management incentives, and valuation

CREO Solutions Kingston, Ontario Project Manager 2019 – Present – Working with a team of 32 members to provide paid management consulting services for companies across Canada on clients’ strategic concerns and business challenges, receiving regular advisory and mentorship from firms including McKinsey & Company and Goldman Sachs – Advised a Toronto-based practice management software company for mental health providers on expansions to other verticals and geographies

Locks for Cancer Greater Toronto Area, Ontario Co-Founder and President | https://www.locksforcancer.com/ 2016 – Present – Spearheading charity events and campaigns to raise awareness and funding for cancer patients with a focus on restoring patient confidence – Organized province-wide hair-cutting events by securing speakers and performers, with participation of over 70 hair donors and $4,000 in funding

Queen’s Private Capital Group (QPCG) Kingston, Ontario Analyst 2019 – 2020 – Worked with a team of 34 to provide pro-bono advisory services to venture capital and private equity firms

ACHIEVEMENTS

Gertrude and LeRoy Youth Scholarship from the Canadian Cancer Society (valued at $5,000) May 2019 Brettler Mintz Loran Finalist (awarded to 88 youth of 5,089 applicants, valued at $5,000) February 2019

ADDITIONAL INFORMATION

– Skills: Microsoft Office (Word, Excel, PowerPoint), S&P Capital IQ – Languages: Conversational Fluency in Hindi and French – Interests: Philosophy, Playing Basketball and Ultimate Frisbee, Singing, Travelling, Watching Hockey (Toronto Maple Leafs) Matt Halpen [email protected]

EDUCATION

Queen’s University Kingston, Ontario Bachelor of Commerce 2018 – Present – Academics: Cumulative GPA of 4.13/4.30; D.I. McLeod Dean’s List with Distinction (top 10% of class), Principal’s Scholarship ($6,000) – Relevant Courses: Business Decision Models (A+), Calculus for Business (A+), Finance II (A+), Financial Accounting (A+)

Bishop Carroll High School Calgary, Alberta Alberta High School Diploma 2015 – 2018 – Awards: CSHSAA Swimming (3-time Gold Medalist), Rutherford Scholarship ($2,500), Honors with Distinction – Exchange: Completed cultural exchange to Yamate Gakuin High School in Yokohama, Japan during summer 2017

PROFESSIONAL EXPERIENCE

Evercore Houston, Texas Incoming Summer Investment Banking Analyst Summer 2021

– Scheduled to complete a 10-week internship at Evercore in their Energy Investment Banking Division

Generation Capital Toronto, Ontario Summer Investment Analyst Summer 2020 – Completed a 16-week virtual internship at Generation Capital, a privately held family office offering a variety of financial management and investment services to clients, including private equity and venture capital – Analyzed investment opportunities across the fixed income, real estate, eSports, and enterprise technology spaces – Presented to senior leadership on the drivers and impact to investments of the incoming global unfunded pension obligations crisis

Waterous Energy Fund Calgary, Alberta Summer Analyst Summer 2019 – Calgary private equity firm founded by Adam Waterous, former global head of investment banking for Scotia Waterous; focused on E&P transactions at the $300M - $500M level with ~$1.4 billion raised in first fund – Modeled and analyzed precedent Canadian take-private transactions in order to evaluate potential LBO deals for the firm – Joined weekly operational data meetings with executives of portfolio companies, Strath Resources and Cona Resources

EXTRACURRICULAR ACTIVITIES

Queen’s University Investment Counsel (QUIC) Kingston, Ontario Analyst (Energy & Utilities) 2020 – Present – Work with a team of 35 students to manage a $1.8M portfolio of Canadian and U.S. equities on behalf of the Queen’s University Endowment Fund and Mackenzie Investments – Prepare investment memorandums, stock pitches, and holding analysis for the Energy & Utilities portfolio to present at QUIC public meetings – Completed a 16-week summer analyst training program with deliverables due bi-weekly; topics focused on independent investment ideas, market irrationality, economic moats and management incentives – Placed first in QUIC’s annual Deal Competition, where a team of mock advisors present a detailed M&A analysis on a recent transaction

Queen’s Private Capital Group (QPCG) Kingston, Ontario Project Manager 2020 – Present – Collaborate with a team of over 30 Queen’s students to provide pro-bono consulting services to private equity and venture capital firms; provide market research, financial analysis and search mandates to identify investment opportunities – Developed an in-depth analysis of a new sub-sector for Dream, a Canadian real estate investment firm with over $8 billion in AUM

Queen’s University Swim Club Kingston, Ontario Varsity Captain 2018 – Present – Selected to lead team as captain for the 2020-2021 season; responsible for recruiting efforts, athlete support and team operations – Train seven times per week during academic year (14 hours/week) and represent Queen’s at collegiate swim meets across Ontario – Achieved four bronze medal finishes at Divisional Championships in 50-, 100- and 200-meter breaststroke – Reached the Ontario USPORTS 2020 A final in the 50- and 100-meter breaststroke; 29.35 and 1:03.50 respectively; finished as the highest scoring Queen’s athlete out of 32 participants – Two-time Alberta champion in 50- and 200-meter breaststroke; finalist at Junior Nationals; Olympic Trials competitor

ADDITIONAL INFORMATION

– Language: Japanese (Level N5 of the Japanese Language Proficiency Test; 3 years of language education) – Activities: Students for Canada, Relay for Life Team Member (2019), Queen’s Finance Association Conference (2019) – Skills: Working knowledge of Microsoft Office Suite including Excel and PowerPoint; proficient on S&P Capital IQ – Diversity: Métis Canadian; member of the Painted Feather Woodland Métis Tribe Andrew Horner [email protected] EDUCATION

Queen’s University Kingston, Ontario Bachelor of Commerce 2019 – Present – Academics: Cumulative GPA of 4.04/4.30; Principal’s Scholarship and D.I. McLeod Dean’s List Scholarship recipient – Relevant Courses: Calculus (A+), Economics (A+), Statistics (A+), Computer Science (A), Management and Financial Accounting (A)

Mulgrave School West Vancouver, British Columbia International Baccalaureate (IB) Diploma and British Columbia Secondary School Diploma 2006 – 2019 – Academics: IB Score of 39/45, Cumulative average of 97%, Economics Award, Honor Role – Notable Activities: Senior Prefect, Captain of Varsity Swim Team, CFO of Service Council, Track and Field

PROFESSIONAL EXPERIENCE

Copperleaf Technologies Vancouver, British Columbia Accounting Clerk and Research Analyst Summer 2020 – Completed a 16-week internship in the accounting department at Copperleaf Technologies – a growing software company focusing on decision analytics and financial planning software for asset-intensive companies – Researched and created a detailed series of guides on international tax law, hiring, and business formation – allowing for Copperleaf to find ideal countries to start operations in – Examined current operating locations to find tax credits, discounts, or exemptions for company sales and products – Responsible for handling day-to-day tasks for accounts payable, and corporate cards, while keeping accounting software up to date

SOAR Management Inc. Muskoka, Ontario Head Lifeguard Summer 2019 – Supervised and directed over 15 waterfront staff and 4 lifeguards – Ran and facilitated in-service training sessions for staff regarding rescue procedures – Implemented, developed, and presented a new department-wide staff rotation schedule

Whistler-Blackcomb Whistler, British Columbia Ski Instructor and Level Captain 2017 – 2019 – Taught skiing to a variety of clients ranging in age from 3 to 17, in addition to helping train new instructors through mentorships and shadowing – Structured daily ski classes by making groups and assigning instructors, balancing the needs of students, parents, and instructors

EXTRACURRICULAR ACTIVITIES

Queen’s University Investment Counsel (QUIC) Kingston, Ontario Analyst (Industrials) 2020 – Present – Work with a team of 35 students to manage a ~$1.8M portfolio of Canadian and U.S. equities on behalf of the Queen’s University Endowment Fund and Mackenzie Investments – Responsible for working with the industrials team of 4 students to prepare investment memorandums and holding analyses – presented at tri- weekly public meetings – Completed a 4-month summer training program consisting of bi-weekly deliverables to develop a proficiency in investment idea generation, market irrationality, corporate valuation, economic moats, and management incentives

Queens Private Capital Group Kingston, Ontario Analyst 2020 – Present – Provide pro-bono financial advisory services to private equity and venture capital firms alongside a team of 30 students by completing market research and financial analysis – Chosen from a pool of over 80 applicants after presenting an analysis and evaluation of Goldman Sachs’ acquisition of Capital Vision Services – Took part in a training program which focuses on enhancing skills in equity screening, financial research, and M&A valuation

Queens Supply Chain Operations Resource Executive Kingston, Ontario Logistics Director 2019 – Present – Coordinate with 12 team members to provide professional development opportunities for students interested in operations management – Managing the event logistics team of 4 students to run industry workshops, speaker panels, and networking events

ADDITIONAL INFORMATION

– Notable Awards: West Vancouver Youth Excellence Award, Second Prize ($1000) Fraser Institute Essay Contest – Athletics: Competitive Swimming (4th in Province for 4x100m Freestyle Relay), Track and Field (Regional Finalist in 800m Event) – External Courses: National Association of States Boards of Accountancy (NASBA) Financial Modelling Foundations – Activities and Interests: Alpine Skiing, Aviation and Aerospace, Politics and Economics, Economic History, Marine Engineering Esha James [email protected]

EDUCATION

Queen’s University Kingston, Ontario Bachelor of Commerce (Honours) 2019 – Present – Academics: Cumulative GPA: 4.25/4.30; Queen’s University Chancellor’s Scholarship (selected as 1 out of 50 students from the 2023 undergraduate class); D.I. McLeod Dean’s List with Distinction (top 10% of class) – Relevant Courses: Financial Accounting (A+), Management Accounting (A+), Managerial Statistics (A+), Principles of Economics (A+)

Bill Crothers Secondary School Unionville, Ontario Ontario Secondary School Diploma 2015 – 2019 – Academics: Recognized for the highest grade in Mathematics, Economics, English, and Law courses; 97% overall academic average

PROFESSIONAL EXPERIENCE

Altas Partners Toronto, Ontario Private Equity Summer Analyst Summer 2021 – Scheduled to complete a 17-week internship with the investment team at a Toronto-based private equity firm with ~$7B in AUM

Turtle Holdings Ltd. Toronto, Ontario Private Equity Summer Analyst Summer 2020 – Present – Completing a 20-week internship at a family investment office focused on lower-middle market buyouts – Conducted financial due diligence and assisted in building LBO models for three companies to communicate insights regarding growth, margins, and revenue concentration to a firm partner – Collaborated to create lender presentations and discussion materials for an ongoing deal through analyzing industry trends and company performance to portray credit worthiness, which resulted in favourable credit terms for various lenders – Assessed 25+ private Toronto and Calgary based businesses in diversified industries and identified ~20 potential acquisition targets per week

Mathnasium Learning Centre Stouffville, Ontario Mathematics Instructor 2018 – Present – Instructed 100+ students ranging from elementary school to high school in core mathematics concepts – Supervised student behaviour, provided feedback, and communicated with parents regarding development of tutees – Trained 3 new employees to practice efficient instructing procedures within 6 months of employment

EXTRACURRICULAR ACTIVITIES

Queen’s University Investment Counsel (QUIC) Kingston, Ontario Analyst (Technology, Media and Telecommunications) 2020 – Present – Work with a team of 35 students to manage a ~$1.8M portfolio of Canadian and U.S. equities on behalf of the Queen’s University Endowment Fund and Mackenzie Investments – Prepare investment memorandums and holding analyses to present at public QUIC meetings on a tri-weekly basis to aid in the security selection process and exploration of industry trends – Presented a detailed M&A analysis on a recent transaction with a team of four mock advisors to a panel of institutional investors – Completed a 16-week summer analyst training program with deliverables due bi-weekly; included extensive readings and report writing on independent investment ideas, market irrationality, valuation, and economic moats

Queen’s Global Markets (QGM) Kingston, Ontario Analyst 2019 – Present – Forecasted macroeconomic trends, analyzed current events, and presented findings within various coverage universes – Synthesized data from IBISWorld and Bloomberg to evaluate the quantitative impact of global issues

Queen’s Women in Leadership (QWIL) Kingston, Ontario Sponsorship Coordinator 2019 – Present – Collaborated with a team of 26 to execute a 4-day conference for 100 delegates and 30 partners, with 11 events and a $130,000+ budget – Aided in securing $80,000+ in sponsorship funds by developing professional relationships with firms province-wide

ADDITIONAL INFORMATION

– Entrepreneurship: Founded a tutoring company coaching students in various subjects, generated $3K+ in revenues – Volunteerism: Served as 1 of 29 World Vision student ambassadors and addressed 1000+ people as the official youth spokesperson for the No Child for Sale and Voting campaigns – External Awards: Dr. Perry E. Doolittle Scholarship (selected as 1 of 20 for academic success and leadership), Excellence in Mathematics Award (selected as 1 of 4 for achievement in Grade 12 mathematics courses), Aramark Lifelong Learner Bursary (awarded for community service) – Interests: Cricket (former United Arab Emirates Women’s National Team player), travelling (visited 4/7 continents), percussion (Level 3 certified drummer, timpanist, steel pans), hiking, documentaries Cole McAleese [email protected]

EDUCATION

Queen’s University Kingston, Ontario Bachelor of Commerce 2019 – Present – Academics: Cumulative GPA of 4.03/4.30; D.I. McLeod Dean’s List; Queen’s University Principal’s Scholarship (application average of 95%+) – Relevant Courses: Financial & Managerial Accounting (A+), Introduction to Mathematical Analysis (A+), Managerial Statistics (A+)

Appleby College Oakville, Ontario Appleby College Diploma | Ontario Secondary School Diploma 2013 – 2019 – Achievements: Optimates (2014 – 2019), Service Pin (2015, 2018), Bronze Duke of Edinburgh (2017), Athletics Colours for Tennis (2017) – International Experience: Completed a cooperative Biology course in the Balule Nature Reserve and Sodwana Bay, South Africa (2017); conducted research relating to the environmental impact of African elephants and white sharks on their respective ecosystems

PROFESSIONAL EXPERIENCE

InstarAGF Asset Management Toronto, Ontario Private Equity Summer Analyst Summer 2021 – Scheduled to complete a 17-week internship with InstarAGF Asset Management, a leading infrastructure investment fund with ~$3B in AUM

Shaw Communications Toronto, Ontario Financial and Data Analyst (Wireless Product Development) Summer 2020 – Performed on a confidential project team responsible for launching Shaw Mobile, an innovative wireless cellular service – Developed market and infrastructure prioritization insights for a $250M capital expenditure budget and presented findings to senior management – Leveraged QGIS software to analyze Freedom Mobile’s coverage strength, determine dead zone causation, and strategically blacklist or whitelist partner providers’ cell sites from customers’ devices – Ran cost-benefit analyses on 400 markets to identify alignments between AWS-3 license compliance and otherwise profitable coverage areas

Harvester Executive Park Burlington, Ontario Building Operator Summers 2017 – 2019 – Worked as a member of a property management team covering 1.5M ft2 of commercial real estate in the Halton area – Performed general landscaping, painted offices, and replaced ceiling tiles and flooring in maintenance of high-quality standards – Assisted on construction sites, completed in-warehouse demolition, and troubleshot HVAC systems, plumbing issues, and electrical failures

EXTRACURRICULAR ACTIVITIES

Queen’s University Investment Counsel (QUIC) Kingston, Ontario Analyst (Energy & Utilities) 2020 – Present – Work with a team of 35 students to manage a ~$1.8M portfolio of Canadian and U.S. equities on behalf of the Queen’s University Endowment Fund and Mackenzie Investments – Prepare investment memorandums and holdings analyses to present at QUIC public meetings on a tri-weekly basis to aid in the security selection process and exploration of industry trends within the Energy & Utilities sector – Completed a 4-month summer analyst training program with deliverables due bi-weekly including reports on independent investment ideas, market irrationality, economic moats, management incentives, and valuation – Acted as a mock adviser on the WillScot-Mobile Mini merger and presented a detailed transaction analysis to a panel of institutional investors

Queen’s Conference on the Entertainment Industry (QCEI) Kingston, Ontario Sponsorship Coordinator 2019 – Present – Operate as a member of the QCEI team to inspire business students’ passions for entertainment by providing education on the managerial and logistical side of music production, professional sports, and related industries – Secure annual sponsorship budget of $15,000, identify value-in-kind opportunities, and assist in the execution of a 3-day, 100-delegate conference

Appleby College Prefect Council Oakville, Ontario Upper School Prefect 2018 – 2019 – Selected out of 120+ applicants to present at weekly assemblies of ~400 students, direct Upper School Council, and plan community activities – Ran fundraisers, designed leadership workshops for grade 9 and 10 students, and fostered a positive and inclusive Upper School environment

ADDITIONAL INFORMATION

– Entrepreneurship: Founder and CEO of Uniq Company (2018 – 2019), a business promoting thrift culture through e-marketing and upselling one-of-a-kind items; 100% of profits donated to organizations combatting poverty in the GTA – Leadership: Commerce Orientation Week Leader, Queen’s Commerce Kids Special Events Coordinator, Appleby College Student Ambassador, Ontario Educational Leadership Centre Youth Facilitator – Athletics: Queen’s University intramural soccer and hockey, Appleby College varsity soccer, tennis, and hockey, competitive Alpine ski racing – Interests: Teaching guitar (including to special education students), other musical instruments (piano, drums, bass, banjo), travelling, philosophy A.J. Sachdev [email protected] EDUCATION

Queen’s University Kingston, Ontario Bachelor of Commerce 2018 – Present – Academics: Cumulative GPA of 4.00/4.30; Queen’s Chancellor’s Scholarship Recipient, D.I. McLeod Dean’s List each year – Relevant Courses: Calculus (A+), Finance II (A+), Financial & Management Accounting (A+), Managerial Economics (A+), Statistics (A+) – Distinctions: Named one of six finalists at QUIC-RBC Stock Pitch Competition (2020); created a pitch deck for Tractor Supply Company (NASDAQ: TSCO) including a discounted cash flow analysis which was judged by a panel of senior judges from RBC Capital Markets

Appleby College Oakville, Ontario Ontario Secondary School Diploma 2014 – 2018 – Academics: Honour Roll with distinction, awarded to students with a graduating average of 90% or higher – Leadership: 400+ service hours, Gold Duke of Edinburgh, Hugh C. Cayley Award for exceptional leadership and community involvement – Athletics: Distinction for varsity hockey and softball, awarded to 1 – 2 individuals on each varsity sports team

PROFESSIONAL EXPERIENCE

TD Securities Toronto, Ontario Investment Banking Analyst Summer 2021 – Scheduled to complete a 16-week internship at TD Securities with the Investment Banking Group

PricewaterhouseCoopers (PwC) Toronto, Ontario Assurance Associate Summer 2020 – Completed a 10-week internship with the Diversified Industries Group – Performed core audit activities in small teams of ~5 to eliminate risk of material misstatement and provide advisory services for clients – Leveraged comprehension of accounting concepts to complete a financial statement tie out in preparation of a client selling one of its divisions – Created an automated workflow in Alteryx for an engagement team to a mining client with ~$40 billion in market capitalization; resulted in the team conducting quarterly reviews more accurately and increased time for strategic decision making

Aviso Wealth Toronto, Ontario Financial Analyst Summer 2019 – Provided strategic insight to the asset management team by undertaking a data analytics approach to determine fund profitability, thereby allowing executives to determine future marketing and sales strategies – Created an automated KPI dashboard for the Digital Wealth team; impact was significantly reduced time to produce key business information and timely decision making for senior executives – Ensured compliance with financial and tax requirements through preparation and reporting of detailed financial information

EXTRACURRICULAR ACTIVITIES

Queen’s University Investment Counsel (QUIC) Kingston, Ontario Analyst (Healthcare) 2020 – Present – Work with a team of 35 students to manage a ~$1.8M portfolio of Canadian and U.S. equities on behalf of the Queen’s University Endowment Fund and Mackenzie Investments – Prepare investment memorandums and holding analyses to present at public QUIC meetings on a tri-weekly basis to aid in the security selection process and exploration of industry trends – Completed a 16-week summer analyst training program with deliverables due bi-weekly; read extensively and wrote reports on independent investment prospects, market irrationality, economic moats, and subsector deep-dives – Presented a detailed M&A analysis on a recent transaction with a team of four mock advisors to a panel of institutional investors

Queen’s Finance Association (QFA) Kingston, Ontario Sponsorship Director 2018 – Present – Work with a group of students to plan and organize Canada’s most prestigious student-run finance conference held annually in Toronto, hosting over 90 student delegates from top Canadian universities – Lead a team of six to secure a sponsorship budget of ~$80,000 from over 30 distinguished financial institutions for the annual conference – Coordinate with Sponsors and the Executive Team to organize events that provide valuable educational resources and career opportunities to students through the year – Promoted from Logistics Coordinator (2019) and First Year Representative (2018) after displaying exceptional work ethic

ADDITIONAL INFORMATION

– Technology: S&P Capital IQ, Microsoft Excel, PowerPoint, and Word – Leadership: Orientation Week Leader, volunteer for Queen’s Commerce Kids, founder of 100 Teens Who Care Oakville charity organization, middle school leader and mentor, volunteer at Credit Valley Hospital, summer camp counsellor at Appleby College Camps – Athletics: Intramural hockey, second-degree black belt in karate, goalie for varsity hockey, captain of varsity softball team, varsity cross-country – Travelling: France, Italy, Ireland, Greece, Turkey, South Africa, India, Singapore, Malaysia – Interests: Teaching, drumming/percussion, long-distance running, mental health awareness Taras Wylynko [email protected]

EDUCATION

Queen’s University Kingston, Ontario Bachelor of Commerce 2019 – Present • Academics: Cumulative GPA of 3.94/4.30; D.I. Macleod Dean’s List; Queen’s University Principal’s Scholarship – Relevant Courses: Economics (A), Mathematical Analysis (A+), Financial & Management Accounting (A+), Statistics (A)

Glebe Collegiate Institute Ottawa, Ontario Ontario Secondary School Diploma 2015 – 2019 – Academics: 96% Grade 12 GPA, Graduated top 1% of the class (500+ students), Gold Community Service Status

PROFESSIONAL EXPERIENCE

Generation Capital Toronto, Ontario Summer Investment Analyst Summer 2021 – Scheduled to complete a 16-week internship with Generation Capital, a privately held family office specializing in private investments, including private equity and venture capital

RBC Dominion Securities Ottawa, Ontario Summer Analyst Summer 2020 – Completed a 16-week internship with the investments team of Menard Kinkaid Wealth Management, managing $1.2B in client assets – Assisted with the review process of 20+ Canadian and U.S. equities as part of the team’s model North American equity portfolio – Authored a 6-page report on the integration of ESG portfolio management into investment strategies, resulting in the reallocation of assets – Worked in a team of 3 to analyze dividend sustainability of 10 Canadian equities, presented findings to a VP

Operations Intern Summer 2019 – Completed a 24-week internship for a co-op program during high school, subsequently hired for the summer, and post internship to provide ongoing consulting for RBC Charity Partners – Designed a 2000+ line VBA module to analyze and file financial planning reports, improving data organization time by 92%

EXTRACURRICULAR ACTIVITIES

Queen’s University Investment Counsel (QUIC) Kingston, Ontario Analyst (Consumers) 2020 – Present – Work with a team of 35 students to manage a $1.8M portfolio of Canadian and U.S. equities on behalf of the Queen’s University Endowment Fund and Mackenzie Investments – Prepare investment memorandums and holding analyses to present at QUIC public meetings to aid in the security selection process and explore industry trends – Completed a 16-week summer analyst training program with deliverables due bi-weekly, including extensive reading and writing reports on independent investment ideas, economic moats, market irrationality, and management incentives – Acted as a mock M&A advisor to WillScot Corporation on their merger with Mobile Mini Holdings at the 2020 QUIC Deal Competition; presented a full transaction analysis to a panel of institutional investors

Queen’s Private Capital Group (QPCG) Kingston, Ontario Analyst 2020 – Present – Provide pro-bono advisory services to private equity and venture capital firms with a team of 30 Queen’s students in the form of market research, financial analysis and search mandates to identify investment opportunities – Currently completing an advisory project for Peloton Capital Management, developing a full market analysis of a Canadian industry

Queen’s Finance Association (QFA) Kingston, Ontario Logistics Coordinator 2019 – Present – Plan and organize Canada’s most prestigious student-run finance conference held annually in Toronto, hosting over 90 delegates – Responsible for planning a comprehensive hour-to-hour schedule of the 4-day event and help manage the $100,000+ budget

ADDITIONAL INFORMATION

– Technical Skills: Microsoft Excel and PowerPoint, VBA, C++, Bloomberg Terminal, S&P Capital IQ, BamSEC, and Adobe Photoshop – Athletics: Captain and quarterback of the Glebe Varsity football team and awarded Most Valuable Player in the league All-Star Bowl; competitive hockey player for 8 years; provincial tennis and squash player – Distinctions: 1st place in QUIC-RBC Stock Pitch Competition (2020), 2nd place in the MLSE-QSIC Brand Extension Competition (2019) – Conferences: Only Canadian selected for the School of the New York Times Summer Academy at Fordham University (2018), Thirty Five Ventures Young CEO Conference, hosted by Kevin Durant, Naomi Osaka, and Overtime TV (2020) – Community Outreach: Initiated and continue to pursue a turtle conservation awareness program in the Frontenac Park area, gave a town hall presentation to 50+ residents at the regional community center in 2019 receiving local media profiling (hockeyturtle.com) – Interests: NCAA and NFL football, wildlife photography, Olympic weightlifting, investing podcasts, architecture

Martina Zou [email protected]

EDUCATION

Queen’s University Kingston, Ontario Bachelor of Commerce 2019 – Present – Academics: Cumulative GPA of 4.21/4.30; D.I. McLeod Dean’s List with Distinction (top 10% of class); Bank of Montreal Award ($40,000) – Relevant Courses: Financial Accounting (A+), Mathematical Analysis (A+), Managerial Statistics (A+), Principles of Economies (A+)

Sir Winston Churchill High School Calgary, Alberta International Baccalaureate Diploma & Alberta High School Diploma 2016 – 2019 – Awards: Loran Semi-Finalist (top 10% of 5000+ applicants for the largest undergraduate merit scholarship in Canada based on commitment to character, service, and leadership, valued at $100,000), Alexander Rutherford Scholarship ($2,500)

PROFESSIONAL EXPERIENCE

Generation Ventures Toronto, Ontario Venture Capital Summer Analyst Summer 2021 – Scheduled to complete a 16-week internship at Generation Ventures, one of Canada’s largest family offices with ~30 employees and 16 portfolio companies in its venture capital division reporting directly to the Vice President of Investments

The51 Calgary, Alberta Marketing Intern Summer 2020 – Completed a 13-week internship at a female-led venture capital investment platform with $6M+ in investments – Spearheaded a marketing campaign by managing six social media profiles, resulting in an increase of 2k+ followers and 30k+ impressions – Organized and oversaw six events with 600+ attendees focusing on investing, personal finance, e-commerce, and entrepreneurship – Created a database of 700+ organizations to help define pathways and build capacity for female founders and investors as part of Canada51, which is a newly formed coalition of ~20 organizations with a mandate to unlock capital and drive economic value

Hyre Toronto, Ontario Operations Intern Summer 2020 – Completed an 18-week internship at a hospitality technology platform startup, reporting directly to the CEO – Sole author of several grant applications to develop software improvements through geolocation technology; conducted market analysis and research, highlighted competitive advantages and growth potential for the company, and identified risks and mitigation – Created discussion materials on software-as-a-service that highlighted key benefits of such models – Analyzed and documented weekly summaries of industry trends and key market updates to help inform strategic initiatives

EXTRACURRICULAR ACTIVITIES

Queen’s University Investment Counsel (QUIC) Kingston, Ontario Analyst (Metals & Mining) 2020 – Present – Work with a team of 35 students to manage a $1.8M portfolio of Canadian and U.S. equities on behalf of the Queen’s University Endowment Fund and Mackenzie Investments – Prepare investment memorandums and holding analyses to present at public QUIC meetings on a tri-weekly basis to aid in the security selection process and exploration of industry trends – Presented a detailed M&A analysis on a recent transaction with a team of four mock advisors to a panel of institutional investors – Completed a 16-week summer analyst training program with deliverables due bi-weekly; involved extensive reading and writing reports on independent investment ideas, market irrationality, economic moats, and management incentives

Queen’s Private Capital Group (QPCG) Kingston, Ontario Analyst 2020 – Present – Collaborate with a team of ~30 students to provide pro-bono advisory services to private equity and venture capital firms – Currently conducting a new sub-sector analysis for Dream, a Canadian real estate investment firm with over $8 billion in AUM

FreshSight Queen’s Consulting (FSQ) Kingston, Ontario Senior Consultant & Client Acquisitions Director 2019 – Present – Work with a team of ~40 students to provide pro-bono consulting services for local charities and national non-profit organizations across Canada – Lead a team of 4 individuals to understand the key funding drivers for a non-profit helping youth overcome challenges – Prepared a report for one of Canada’s largest hospitals by assessing current volunteer efforts to increase volunteer retention – Secured eight new clients by initiating and contacting non-profits and highlighting competitive advantages of partnership

ADDITIONAL INFORMATION

– Languages: English (Native), Mandarin Chinese (Fluent), French (Limited Working Fluency) – Conferences: SheHacks IV, Queen’s Conference on Business and Technology (runner-up most valuable delegate) – Interests: autobiographies, podcasts, track & field, international development QUEEN’S UNIVERSITY INVESTMENT COUNSEL Junior Portfolio Managers

4 Michelle Chou [email protected]

EDUCATION

Queen’s University Kingston, Ontario Bachelor of Commerce 2020 – Present – Academics: Chancellor’s Scholarship recipient ($36,000), awarded to 50 students for academic excellence, leadership and creative thought – Activities: Queen’s Private Capital Group First-Year Member, Burgundy Women in Investing Club

Bayview Secondary School Richmond Hill, Ontario International Baccalaureate Diploma & Ontario Secondary School Diploma 2016 – 2020 – Achievements: Elected Valedictorian from a class of 450+ students; Honor Roll Distinction – Activities: Co-Captain of Varsity Co-ed Ultimate Frisbee, Varsity Girls Field Hockey, DECA, Senior Wind Ensemble, Peer Tutor, Prefect

PROFESSIONAL EXPERIENCE

City of Richmond Hill Richmond Hill, Ontario Special Needs Support Staff 2019 – Present – Supervised 8 special needs children with one-on-one support to provide attentive assistance of their integration into regular summer camps – Managed the Fall, Winter and Spring Adaptive Programs while working closely with the City’s Assistant Director of Inclusion Services

York Region District School Board (YRDSB) Aurora, Ontario Student Trustee 2019 – 2020 – Advocated for the voices of 128,000+ students at the school board through the collaboration of staff, Trustees and the Director of Education – Initiated the motion that was unanimously approved amongst Trustees, making YRDSB one of the first school boards to create positions for both an Indigenous adult and Student Trustee, to increase equity/diversity and amplify the thousands of Indigenous voices within the board – Launched and maintained the Student Trustee Instagram account while working with the Communications Department to expand the online presence alongside the board’s official account, gaining 2000+ impressions within a year – Spearheaded the founding of the school board’s Elementary School Senate through the creation of policy, detailed timelines and action plans, helping to initiate student leadership and advocacy at a younger age – Designed the Ontario Student Trustee’s Association Menstrual Hygiene Accessibility Handbook, working alongside the Student Well-Being Working Group and Student Trustees across the province to better support their comprehension of the internal resource

EXTRACURRICULAR ACTIVITIES

Queen’s University Investment Counsel (QUIC) Kingston, Ontario Junior Analyst 2020 – Present – Work with a team of 35 students to manage a $1.8M portfolio of Canadian and U.S. equities on behalf of the Queen’s University Endowment Fund and Mackenzie Investments – Selected as one of three junior analysts out of an applicant pool of 80+ first-year students – Rotate across all seven sector teams to prepare investment memorandums and holding analyses presented at weekly public meetings to aid in the security selection process and exploration of industry trends

York Region President’s Council Richmond Hill, Ontario Executive 2019 – 2020 – Acquired the council’s first annual budget of $25,000 from the school board’s Budget Committee, by discussing and presenting the importance of ethical leadership and student voice to the Budget Committee chair and YRDSB CFO – Grew representation of schools from 16 to 31 of the 33 secondary schools, representing a 96% increase, at the bi-annual Student Outreach Meetings through optimizing numerous communication channels such as Google Classroom and Instagram – Supported the annual election’s transition to an online platform by acting as a liaison to the board’s Communications and Ethical Leadership Departments, resulting in an increase of executive applicants by tenfold over the past two years

Royal Canadian Air Cadets Richmond Hill, Ontario Training Second-In-Command 2014 – 2020 – Demonstrated team management by delegating work amongst 12 senior cadets to improve existing training manuals and techniques that accommodates the training program for a growing squadron of 270+ cadets – Collaborated with the squadron’s Commanding, Training, Administrative and Operations Officer to administer online training nights and parades in response to Covid-19, retaining 80% of optional cadet engagement and participation within the program – Delegated cadets to lead the 778 Banshee Squadron 50th Anniversary Gala with 300+ officers, staff and alumni, overnight Field Training Exercises (FTX), large-scale multi-squadron fundraisers with 400+ participants and city-wide distribution of poppies for Remembrance Day

ADDITIONAL INFORMATION

– Distinctions: Duke University Global Economic Case Competition – Top 10 of 100+ teams (2020); Queen’s Case Competition 2020 – 1st of 15 Teams (2020); The E3 Challenge – 2nd Overall, Most Valuable Person, Empowerment Award (2019); SHAD Canada Fellow (2018) – Projects: Imagination – Raised awareness of the Indigenous Community’s mental health within the Greater Toronto Area, held educational seminars and conferences for 200+ attendees, and donated $1200 to the Native Canadian Centre of Toronto (2018) – Interests: Travelling (26 countries), Piano (ARCT-Certified), Psychology, Visual Arts and Graphic Design, Longboarding, Modern Family Alton Loveys [email protected] EDUCATION

Queen’s University Kingston, Ontario Bachelor of Commerce 2020 – Present – Academics: Recipient of Principal’s Entrance Scholarship (95%+ entrance average)

Markham District High School Markham, Ontario Ontario Secondary School Diploma 2016 – 2020 – Academics: Achieved graduating average of 97.5%; Honour Roll Recipient (2016-2020) – Activities: CPA High School Ambassador, Me to We Leadership Program, Peer Mentor/Tutor, DECA Executive, Varsity Hockey

PROFESSIONAL EXPERIENCE

Pioneer Family Pools Markham, Ontario Sales Associate Summer 2020 – Acted as customer service correspondent and salesperson, delivering high level customer service over phone, email, and in-person – Was selected as one of two employees responsible for delivering products across the Greater Toronto Area and providing customers instructional at-home sessions regarding use of pool equipment and chemicals – Assisted in creation of a makeshift accounting system for inventory count, resulted in 33% decrease of staff usage for inventory-related tasks – Exceptional customer service and execution of sales tactics resulted in ~10% increase in revenues from 2019 despite strict COVID-19 guidelines and the global pandemic halting in-store sales in June

Softball Canada York Region, Ontario Senior Umpire Summers 2016 – 2019 – Refereed hundreds of outdoor softball games at provincial and national levels and oversaw groups of 40+ players and coaches while simultaneously maintaining order of 100+ spectators – Aided in organization of tournaments through email correspondence, scheduling, and on-the-fly management of 25+ events – Taught seminars and independently conducted 30+ person training sessions for junior umpires; achieved an 80% retention rate

York Downs Golf & Country Club Markham, Ontario Turf Maintenance Specialist Summer 2019 – Worked within a team environment to complete maintenance tasks with tight time restraints and was responsible for ensuring a series of 27 holes were thoroughly kept for 7 AM opening – Followed planned landscaping designs and maintained buildings, grass, sand traps and other facilities using vehicles and various power equipment

EXTRACURRICULAR ACTIVITIES

Queen’s University Investment Counsel (QUIC) Kingston, Ontario Junior Analyst 2020 – Present – Work with a team of 35 students to manage a ~$1.8M portfolio of Canadian and U.S. equities on behalf of the Queen’s University Endowment Fund and Mackenzie Investments – Selected as one of three Junior Analysts among an applicant pool of 80+ first-year students – Rotate across all seven sector teams to create investment memorandums and holding analyses presented at weekly public meetings to aid in the security selection process and exploration of industry trends

Parkview Basketball League Markham, Ontario Founder and Commissioner 2019 – 2020 – Founded and organized a community non-profit basketball league for high school students; responsibilities included arranging and formatting a weekly schedule for 30+ league members, fully rostering teams, and creating an end-of-year playoff bracket – Managed finances to ensure expenses were paid and a venue was in place for each week of games

DECA Markham District Markham, Ontario Executive Team Member 2019 – 2020 – Assisted in organization and management of Markham District High School’s DECA Chapter of 80+ members – Led a task force on a media campaign to bolster membership; succeeded by increasing number of members by ~20% – Constructed original one-one training programs and schedules that improved chapter results in both regional and provincial case competitions

ADDITIONAL INFORMATION

– Leadership: MDHS Me to We Leadership Program Graduate, Relay for Life Markham Organizer, Volunteer Hockey Skill Instructor – Athletics: Queen’s Intramural Hockey, York South Silver Knights Basketball, Markham Islanders Hockey – Involvement: Queen’s Private Capital Group First Year Mentorship Program, Queen’s Accounting Association Insider Member, Blair Robertson’s First Year Valuation Prep Program – Interests: Film Studies, Politics, Professional Basketball, Travel, Personal Fitness, Watches Petar Mijacevic [email protected]

EDUCATION

Queen’s University Kingston, Ontario Bachelor of Commerce 2020 – Present – Academics: Queen’s University Principal’s Scholarship (95%+ entrance average) valued at $4000

Sinclair Secondary School Whitby, Ontario Ontario Secondary School Diploma 2016 – 2020 – Academics: Cumulative average of 95%; Grade 12 Achievement Certificates for the highest course marks in: Business Management, Financial Accounting, International Business, Economics

EXTRACURRICULAR ACTIVITIES

Queen’s University Investment Counsel (QUIC) Kingston, Ontario Junior Analyst 2020 – Present – Work with a team of 35 students to manage a $1.8M portfolio of Canadian and U.S. equities on behalf of the Queen’s University Endowment Fund and Mackenzie Investments – Selected as one of three junior analysts out of an applicant pool of 80+ first-year students – Rotate across all seven sector teams to prepare investment memorandums and holding analyses presented at weekly public meetings to aid in the security selection process and exploration of industry trends

Stackd Toronto, Ontario Co-Founder and Chief Executive Officer 2019 – 2020 – Managed an executive team of 8 people and 30 students at Deloitte Toronto’s Junior Achievement (JA) Company Program to create a gaming matchmaking and events start-up with a mission of cultivating an inclusive gaming community for female gamers – Oversaw the development of Stackd’s business model, mission, strategy, and operations, facilitated company meetings, and created a profitable technology company in 6 months, with $4,025 in revenues and a 17% net profit margin – Organized the SuperStackd Virtual League of Legends tournament for 80 participants, successfully transitioned an event virtually during COVID- 19, with a Twitch.tv viewership of 1300+ users, various Toronto gaming influencers as broadcasters; achieved 25% female representation at SuperStackd vs. industry average of 10% – Under my leadership, Stackd received the Most Innovative Company, CSR Award, Best Brand, and the Company of the Year Awards from JA Central Ontario from 53 competing companies, and won JA Canada Company of the Year

Shad Program Fredericton, New Brunswick Fellow 2019 – 2020 – Selected from among the top high school students in Canada to attend the rigorous, experiential, award-winning STEAM and entrepreneurship enrichment program – Completed a group entrepreneurship challenge around textile waste management, with responsibilities pertaining to idea generation, market sizing, financial modelling, and pitching for the entrepreneurship group’s business plan

DECA Sinclair Whitby, Ontario Vice-President of Management 2019 – 2020 – Responsible for training executive team members and chapter delegates for case study competition, managed chapter and 2019 DECA Nor- Eastern Regional event sponsorships, planned meetings and events – 2020 DECA Ontario Provincial Champion in Business Finance, International Career Development Conference (ICDC) Qualifier; Delegate at the 2018 Emerging Leader Series at ICDC in Atlanta; Top 15 Exam Score at 2019 DECA Provincial Competition in Business Services Marketing – Promoted from Finance & Administration Officer (June 2018 – 2019): Acquired and managed sponsorships from educational and financial institutions and planned event logistics for 2000+ people in attendance at the 2018 DECA Nor-Eastern Regional event

AcornTalent Toronto, Ontario Co-Founder and Director of Corporate Social Responsibility 2018 – 2019 – Developed CSR strategy at AcornTalent – a recruitment platform that connected recruiters and undergraduate students through a digital and experiences platform to bridge the educational gap in data science – Organized and hosted AcornTalent’s ‘Call of Data Datathon’ at PagerDuty’s Toronto offices with 125 undergraduate students in attendance, obtained $8,805 of in-kind sponsorships, procured industry leading speakers, workshops, and data science mentors – Presented company pitch at prestigious events such as JA VentureON and JA Governor’s Dinner with hundreds of professionals in attendance

ADDITIONAL INFORMATION

– Case Study Competition Awards: 3rd Place Team – Maroon Stream @ Queen’s Case Competition (2020); 1st Place Team - Deloitte & CPA Case Studies @ Illuminate Universe High School Business Case Study Competition (2019); 1st Place Team - LIVE Competition Future Leaders Challenge (2019) – Athletics: Blue Belt in Brazilian Jiu Jitsu at Mamute Martial Arts Academy; Flanker & Co-Captain for Sinclair Celtics Rugby 15’s & 7’s Club – Most Significant Contributor in 2017-2018 – Languages: English, Serbian (Limited Working Proficiency) QUEEN’S UNIVERSITY INVESTMENT COUNSEL Operations Team

7 Olivia Spencer [email protected]

EDUCATION

Queen’s University Kingston, Ontario Bachelor of Commerce 2017 – Present – Degree Focus: Marketing and Brand Management, Certificate in Social Impact – Relevant Courses: Channels & Internet Marketing (A+), Marketing Strategy (A) – Exchange: Completed winter 2020 semester abroad at Aarhus University, Business and Social Sciences in Aarhus, Denmark – Teaching Assistant: Channels & Internet Marketing (COMM 339) Summer 2020 and Fall 2020

Crofton House School Vancouver, British Columbia Dogwood Diploma 2017

PROFESSIONAL EXPERIENCE

TELUS Vancouver, British Columbia Media Relations Intern Summer 2020 – Conducted research and analysis using Traackr to find appropriate influencers to meet specific target audience goals for three campaigns run by TELUS, Koodo and Public Mobile – Achieved campaign metrics of 180K story views, 8.16K engagements, 1.71% engagement rate and 2750 unique clicks with a 2.12% CTR on the Optik TV Tailgate Campaign while working with 7 activated influencer partners – Prepared one-page briefs to assist charity grant recipients with their own media releases and took part in the development of a Q3 and Q4 public relations strategy for the TELUS Friendly Future Foundation

TELUS Vancouver, British Columbia Marketing Intern Summer 2019 – Worked directly with the experiential agency to coordinate all #ShareLove campaign logistics; developed the in-store retail offer and messaging for the cause marketing component in TELUS and Koodo stores with support of the Channels team – Responsible for planning and executing a kick-off event for the 2019 #ShareLove campaign with 300 partners, executives and customers in attendance; took care of all planning and booking components and managed a $20,000 budget

TELUS Vancouver, British Columbia Marketing Intern Summer 2018 – Critical component to the success of one Canada’s largest corporate Pride programs; managed all logistical aspects to enable activations at 22 Pride events across Canada, including agency & Pride society relations, shipping, and volunteers – Designed the program with agency support and tracked progress to keep key stakeholders including executives involved and informed; recommended and implemented program changes and adjustments in order to achieve scorecard objectives

EXTRACURRICULAR ACTIVITIES

Queen’s University Investment Counsel (QUIC) Kingston, Ontario Marketing Director 2020 – Present – Work with a team of 35 students to manage a $1.8M portfolio of Canadian and U.S. equities on behalf of the Queen’s University Endowment Fund and Mackenzie Investments – Responsible for the creation of all marketing materials and management of QUIC’s social media platforms

Queen’s Women in Leadership Kingston, Ontario Brand Director 2020 – Present – Leads a team of 3 students to manage all marketing content and develop a detailed marketing strategy for the year that aligns with the brand and the co-chairs’ vision - campaign of note was the Equity Summit which generated 2.3K video views

LOLO Media House Vancouver, British Columbia Owner and Designer 2020 – Present – Squarespace custom websites, brand design and SEO strategies, Squarespace Circle Member

Queen’s Commerce Leadership Summit Kingston, Ontario Publications Director 2019 – 2020 – Led the publications team to create all social media graphics and publications for the conference while managing a social media strategy to drive delegate registration

ADDITIONAL INFORMATION

– Athletics: Field hockey goalkeeper 2006 - 2017 (British Columbia Provincial Champion 2017, USA National Festival Champion 2015) – Skills: Adobe Creative Suite (Illustrator, InDesign, Adobe XD, Photoshop), Shopify and Oberlo e-commerce, Wix & Squarespace website design, SEO strategies, Microsoft Office, Google Suite and Google Analytics, Traackr data-driven influencer platform – Certifications: 4 Google Analytics Certifications, 3 HubSpot Marketing Certifications, 37 Facebook & Instagram Digital Marketing Certifications – Extracurriculars: Queen’s Commerce Kids elementary school volunteer (2018 - 2019), Crofton House Athletic Leadership Team (2016 - 2017), field hockey junior coach (2013 - 2016), violin musician (2005 - 2016) Kyra Wells [email protected]

EDUCATION

Queen’s University Kingston, Ontario Bachelor of Commerce 2018 – Present – Academics: D.I. McLeod Dean’s List – Exchange: Scheduled to complete winter 2021 semester abroad at Lund University in Lund, Sweden

Charterhouse School Godalming, United Kingdom 3 PreUs and 1 AS Level 2016 – 2018 – Achieved 2 D3s and 1M1 in Mathematics, Economics and Physics PreU – House Monitor, first point of contact for 80 younger students, responsible for planning fundraising and social events for the year

PROFESSIONAL EXPERIENCE

Juniper Island Store Peterborough, Ontario Proprietor September 2019 - Present – Presented a business plan and won a bid to operate a general store that operates seasonally on an island in cottage country – Directly responsible for revenue, profitability, product design, inventory management, pricing and marketing – Transitioned to an e-commerce site after the building was forced to temporarily close as a result of COVID-19. – Earned $36,000 in revenue, and $12,000 in profit in the first 2 months of operation

Cloudreach London, United Kingdom Intern Summer 2019 – Assisted in the firm’s rebranding, working on aspects of a new brand package and updating the website – Integrated both paid and unpaid forms of SEO into the firm’s website – Learnt about AWS, Google Cloud, Microsoft Azure and the role of shared space in a firm

Sleeping Warrior Kakamega County, Kenya 2nd Unit Director August 2019 – Present – Travelled to Kenya multiple times to film footage for an upcoming documentary – Built strong relationships with the subjects of the documentary in order to assist in developing a storyline for the film – Worked as a sound technician within a film crew for shots filmed in Peterborough, ON – Learnt advanced video production skills (sound, video and editing) whilst displaying leadership and cross-cultural communication skills

EXTRACURRICULAR ACTIVITIES

Queen’s University Investment Counsel (QUIC) Kingston, Ontario IT Director 2020 – Present – Work with a team of 35 students to manage a $1.8M portfolio of Canadian and U.S. equities on behalf of the Queen’s University Endowment Fund and Mackenzie Investments – Oversee and implement all IT strategy for the organization – Manage and update the website using WordPress CMS in order to drive engagement from key stakeholder groups

Big Spoon Lil Spoon (BSLS) Kingston, Ontario Marketing Director 2019 – Present – Lead a team of three in managing all communications and branding for a student-run organization that organizes subsidized cooking classes for children with exceptionalities in the local community – Develop and implement marketing plans for the year as well as to promote specific fundraising events – Previously worked as Fundraising Director

Rift Valley Girls Education Fund Rift Valley Region, Kenya Manager February 2019 – Present – Visited rural communities and orphanages in Kenya and identified a group of 16 ambitious girls who could not afford to pay for their education and associated costs – Reached out to potential donors and assisted in organizing fundraising events to raised $30,000 – Created and now monitoring a dashboard to communicate how the funds are being allocated and projected cash outflows for the next decade in the interest of maintaining transparency with donors.

ADDITIONAL INFORMATION

– Sports: Charterhouse School Varsity Tennis and Lacrosse Player (Div. 3 Lacrosse National Champion 2017) – Proficiencies: Python, Java, C, Excel, and WordPress CMS, Adobe Photoshop and Final Cut Pro – Extracurricular: Active Member of Burgundy’s Women in Investing Club (BWIC) – Travel: Visited over 30 countries, 10 of which have been on solo trips.