Meet Our Team
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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