Status: Portfolio Manager – Consumer Staples
Jonathan was born and raised in Montreal, Quebec. Aside from investing, Jonathan enjoys spending time with his family and traveling to new places.
Private Investment Partnership, New York City
Status: Portfolio Manager – Information Technology (IT)
Profile: In 2019, Ven will be joining the BMO Capital Markets team in Toronto as an Investment Banking Summer Analyst. Most recently, Ven completed an internship in the Finance team at TMX Group, where he conducted public financial reporting for the multi-billion-dollar company, worked closely with buy-side and sell-side analysts to invoke competitive interest, and met with business units to develop pivotal growth strategies and initiatives. Prior to this, in the summer of 2017, he afforded restructuring advisory to enterprises valued at over $5mm in his Bankruptcy Analyst position at the Office of the Superintendent of Bankruptcy. He also forecasted trust fund needs and future levy collection information, through the creation of financial models.
Ven is an active supporter of various charities and is a Student Ambassador for Capitalize for Kids, which supports life-changing mental health initiatives for children at the SickKids hospital. Prior to university, he attended high school at De La Salle, in Ottawa. In his personal life, Ven devotes his time to public speaking, working out, and traveling.
Summer Associate, Finance – TMX Group, Toronto (Summer 2018)
Bankruptcy Analyst, Office of the Superintendent of Bankruptcy (Summer 2017)
English (native), French (native), Spanish (limited working)
Portfolio Manager – Telfer Capital Fund (2018)
Student Challenge Ambassador – Capitalize for Kids (2018-2019)
Analyst – Telfer Capital Fund (2017)
Happening Marketing (2016)
Student Council President (2015)
Status: Portfolio Manager – Telecommunications
Profile: In his hometown of Ottawa, Tyler attends the Telfer School of Management with a
specification in finance. Through participation in case competitions such Jeux du Commerce
Central, Inter-Collegiate Business Competition, and the Telfer Internal Case Competition, Tyler
gained experience and exposure to the finance field – and has gravitated towards this segment
of business since. Along the way, he was able to connect with a handful of members that, at the
time, were enrolled in the Capital Markets Program, and the Telfer Capital Fund. Under their
recommendations, Tyler made it a goal to join the Fund – as it seemed like one of the best ways
to streamline a career into capital markets and high finance out of uOttawa. Tyler joined the
TCF and CMP in October of 2017, as the junior analyst in the telecommunications sector. Since
then, he has progressed through the analyst position to become the portfolio manager of the
industry. In his spare time, Tyler enjoys playing euchre, doing puzzles, and following tennis.
Appeals Officer, Canada Revenue Agency, Ottawa, Summer 2018
Language Proficiency: English (Native), French (Advanced)
Telfer Internal Case Competition, 1 st and 2 nd Year Finance Case Winners (2016)
Jeux du Commerce Central, Finance Case Academic Delegate (2017)
Inter-Collegiate Business Competition, Finance Case Academic Delegate (2017)
Status: Portfolio Manager – Healthcare
Profile: Born in Montreal but raised in Ottawa, Jean-Luc is currently a fourth-year student at the Telfer School of Management, pursuing a Bachelor of Commerce specialized in Finance. Jean-Luc first gained a passion for capital markets after competing in an online stock trading simulation in secondary school. Upon arrival at the University of Ottawa, Jean-Luc spent a considerable amount of time educating himself about the equity and derivatives market as well as different investment strategies to subsequently create a family investments fund. Outside of academics, Jean-Luc has a strong passion for entrepreneurship. He currently manages both a residential cleaning services business and a retail eCommerce while being avidly involved in extracurricular initiatives. In his spare time, Jean-Luc enjoys reading, traveling, keeping fit, badminton and day trading on the stock market.
Franchise Owner – Student Home Services (2016 – 2018)
Language Proficiency: English (Fluent), French (Native), German (Basic level)
Member – Telfer Capital Markets Program (CMP) (2016 – 2018)
Vice- President of External Affairs – The Telfer Entrepreneurship Club (2017 – 2018)
Sponsorship Chair – The Telfer Entrepreneurship Club (2016 – 2017)
Student Council President (2014 – 2015)
Status: Portfolio Manager – Consumer Discretionary
Profile: Born on a small farm in rural Nova Scotia, Nick is currently in his third year of his Bachelor of Commerce degree with a specialization in Finance. Nick strives to experience work in as many sectors as possible within the fund, to help build a broader base knowledge of markets. Nick has demonstrated this via his roles within the fund, being an Analyst in the Technology, Financials and Energy sectors as well as now currently Portfolio Manager in the Consumer Discretionary sector.
Working long hours on the family farm from a young age built strong drive, and visiting the town bank branch gave him an interest to focus it on. After accepting that Nova Scotia wouldn’t provide the opportunities he strived for in life, Nick moved 1600 kilometers away to start school at the University of Ottawa. After trying out some of the clubs, Nick joined the Telfer Capital Fund to help pursue his goal of becoming an Investment Banker.
Nick completed his first work term at Sampford Advisors, Canada’s #1 Mid-Market Tech M&A Advisor, where he gained an immense set of practical skills which will be leveraged throughout the rest of his career. Nick gained experience on every step of the transaction process, and also picked up a lot of the more qualitative nuanced skills required for the job.
In his free time, Nick enjoys Travelling, Camping, Podcasts, Snowboarding, and exploring the beautiful nature his home province has to offer.
Financial Analyst – Sampford Advisors, Kanata ON (Summer 2018)
Jeux De Commerce Central (JDCC) – Debate
uOttawa Ski & Board Club
Status: Portfolio Manager – Financials Sector
Profile: Growing up in Montreal and Miami, Loic has settled in Ottawa and is currently a fourth-year student at the Telfer School of Management, pursuing a Bachelor of Commerce degree with a Finance specialization. Loic currently serves as the Portfolio Manager for the Financials sector.
Last summer Loic worked at Manulife Securities as an Associate to an Investment Advisor, providing support and business development functions to his Portfolio Manager. Loic currently still works at Manulife Securities as a part-time student. Prior to this, Loic worked at TD as a Customer Service Representative where he developed his client relationship and sales abilities.
Loic currently holds his CSC and is working towards his CPH to become a registered advisor. He is also involved in various extracurricular activities and competitions at school such as the Capitalize for Trading Competition and has been a member of the Telfer Finance Society since his first year.
Prior to university, Loic attended St. Matthew High School in Ottawa, Ontario where he was an Ontario Scholar and an Honour Student all through high school. He was a member of his school basketball team all four years and won MVP of the basketball team 2 out of the four years. In his spare time, Loic enjoys reading, photography, working out, watching documentaries, and partaking in various physical activities.
Summer Intern, Associate – Manulife Securities, Ottawa (Summer 2018- present)
Client Service Representative – TD Canada Trust Ottawa (September 2016- August 2018)
Language Proficiency: English (Native), French (Fluent)
Capitalize for Kids Trading Competition
Telfer Finance Society
Portfolio Manager- Telfer Capital Fund
Status: Portfolio Manager – Energy & Utilities
Profile: Born in Toronto and raised in Ottawa, Nima’s journey towards Finance began in grade 12 with the help of a calculus teacher who pushed him to pursue a degree in economics. While Nima enjoyed his first year in the University of Ottawa’s economics program, he was driven to move away from the theoretical side of finance and begin applying his knowledge to more real-life scenarios. While certain Hollywood movies may have played a small role in sparking his interest in Capital Markets, it’s truly the opportunity to be challenged every day that has given him his drive. In his spare time, Nima enjoys skiing, swimming, and reading.
Export Development Canada (EDC), Student – Portfolio Guarantee Project & Underwriter for Working Capital Solutions (March 2018 – Present)
Language Proficiency: English, French, Farsi
Debate 2017 & 2018 – Jeux de Commerce Centrale
Portfolio Manager – Capital Markets Program
Status: Portfolio Manager – Consumer Discretionary
Profile: Kian is a third-year finance student at the University of Ottawa’s Telfer School of Management. Kian is currently a Portfolio Manager in the industrials sector, previously he was an analyst in the consumer’s sector.
Kian has been involved in different clubs and competitions across Telfer’s community since his first year such as Strat 24, the TMX Case competition, and Telfer’s Portfolio Management Competition. Kian enjoys teaching others about the resources that the Financial Research and Learning Lab has to offer and how they can use it to gain an advantage amongst peers. Kian has passed his CFA level 1 and plans to complete the CFA and CPA program in the following years.
Lab Assistant – University of Ottawa (2017- Present)
Property & Casualty Insurance Agent – Desjardins Insurance Group (Summer 2017)
Customer Service Representative – Scotiabank (2016-2017)
Language Proficiency: English (Native), Farsi (Native), French (Intermediate)
Portfolio Manager – Telfer Capital Fund (2018)
Analyst – Telfer Capital fund (2017)
Status: Portfolio Manager – Materials
Profile: Born and raised in Guelph Ontario, William developed his passion for finance through the courses offered at the Ross School of Business at his local high school. Upon arriving at the Telfer School of Management, William initially branched out and pursued his interests by joining the Telfer Finance Society, Marketing Association, Accounting Club, and developing a close relationship with the Economics Department student council before settling on the Telfer Capital Fund and Capital Markets Program as the extracurricular he found the most engaging. William has experience working as a bookkeeper, accountant, and investment advisor. He spent his most recent summer working at a small wealth management firm in Ottawa. William also enjoys the outdoors and spends as much of his free time as he can hiking, camping, or sailing.