Student Managed Investment Fund Student Profiles

Be part of the investment team.

Are you enthusiastic about learning to invest real money in real commodities and getting the hands on experience you're looking for to launch your exciting career in finance?

Meet some of the young men and women who have had the privilege of working on the Student Managed Investment Fund team.

2014-2015 Team

Braden Erickson, Lethbridge

Braden’s focus was on the Basic Materials sector but he was also responsible for introducing the Mawer Canadian Equity Fund to the SMIF. He is majoring in finance and is pursuing a career in wealth management starting as an investment advisor post graduation. Braden’s recommendation for future SMIF students: be open to new ideas and do research out of your comfort zone. Learn as much as you can from the experience. It is what you make of it.

Mohadese Daryabeygi, Lethbridge

Mohadese’s focus was on the Health Care sector. She is majoring in finance. Her favorite aspect of the SMIF course is the opportunity to gain real world experience while receiving advice from industry professionals. Mohadese’s recommendation for future SMIF students: as our professor said at the beginning of the semester, there is no magic wand that will make investment decisions for us, we are all here to learn.

Matthew Helfrich, Lethbridge

Matthew’s focus was on the Industrial Goods sector in Diversified Machinery. He was responsible for Hillenbrand. He is majoring in finance and pursuing a career in investments or risk management post graduation. Matthew’s recommendation for future SMIF students: there are a number of extracurricular activities offered by the University of Lethbridge, take advantage of them while you have the opportunity to do so.

Jianning Huang, Calgary

Jianning’s focus was on Oil & Gas as well as the Services sector in Railways. Jiianning has a Bachelor of Management in finance and is working toward his Masters of Science (Management) in finance. Jianning hopes to pursue his PhD after attaining his Masters of Science to pursue a career in research and teaching. Jianning’s recommendation for future SMIF students: make sure you don’t take the opportunity that has been presented to you for granted. Work hard.

Michael Kawchuk, Lethbridge

Michael’s focus was on the Basic Materials sector in Oil & Gas Pipelines, Oil & Gas Equipment & Services, and Major Integrated Oil & Gas. He recommended the sale of Suncor and Secure Energy Services as well as the purchase of Enbridge. He is ma - joring in finance and pursuing a career in wealth management post graduation. Michael’s recommendation for future SMIF students: take advantage of the opportunity to get to know the professors, industry professionals, and advisors you’ll be working with.

Wes Klemen, Lethbridge

Wes’ focus was on the Technology sector in Communication Equipment. He was responsible for Qualcomm and Microsoft. He is majoring in finance and pursuing a career in portfolio management post graduation. Wes’ recommendation for future SMIF students: don’t hesitate to take the course if you have any interest in doing this kind of work for a living. The SMIF provides students with the opportunity to see how a real fund is run.

Roshni Luthra, Calgary

Roshni’s focus was on the Technology sector. She is majoring in finance and pursuing a career in portfolio management post graduation. She appreciates that the SMIF course allows a group to make collective decisions on the structure of their portfolio and seeing the results of these decisions. Roshni’s recommendation for future SMIF students: follow the markets on your own time outside of class and keep up with what is going on.

Amirhossein Malaki, Calgary

Amir’s focus was on the Financial sector in Money Center Banks. He also spent time researching Airlines, Oil & Gas, and Consumer Staples. The two securities Amir primarily monitored were Wells Fargo and Canadian Western Bank. He is majoring in accounting and pursuing a career in financial reporting and financial statement analysis. Amir’s recommendation for future SMIF students: take advantage of the opportunity to use the industry grade software provided to you and fully immerse yourself into the program. Follow the media and financial papers to stay up to date on current events.

Sandro Moser, Lethbridge

Sandro’s focus was on the Consumer Staples and Consumer Discretion - ary sectors. He is majoring in finance and pursuing a career in trading, asset management, or investment banking post graduation. The most important thing Sandro says he learned from the SMIF course is the importance of supporting your position on a stock with both qualitative and quantitative analysis. Sandro’s recommendation for future SMIF students: make sure you buy low and sell high.

Devin Phalen, Lethbridge

Devin’s focus was on the Utilities sector. He is majoring in finance. Devin’s favorite aspect of the SMIF course is discussing the markets with like-minded individuals. He enjoys leveraging the different backgrounds, opinions, and areas of expertise brought forth by the variety of individuals participating in the SMIF course to help yield superior results. Devin’s recommendation for future SMIF students: you get out as much as you put in.

Jessie Ren, Lethbridge

Jessie’s focus was on the Healthcare sector in Medical Appli - ances & Equipment. One of the holdings she recommended the fund purchase was Medtronic. She is working toward her Masters of Science (Management) in finance and is pursuing a career in stock market analysis post graduation. Jessie’s recommendation for future SMIF students: you are given the opportunity to experience what it is like to manage a real money investment fund, be sure to take advantage of that while you can.

Frazer Sloan, Lethbridge

Frazer’s focus was on the Utilities sector. He is majoring in finance and looking to pursue a Juris Doctor law degree. He plans to pursue a career in financial law or corporate law after attaining his Juris Doctor degree. The driving factor in Frazer’s participation in the SMIF program was the chance to acquire practical experience at building a well balanced portfolio. He enjoys working with students of similar interests to increase individual and group competency.

Dorothy Wong, Calgary

Dorothy’s focus was on the Financial Services sector. She has her Professional Diploma in accounting and is pursuing a career in market enforcement post graduation. Having previously earned a liberal arts degree, she realized how passionate she was about finance, stumbled on the SMIF course, and recog - nized the opportunity to immerse herself in the field. Dorothy’s recommendation for future SMIF students: paper trade. Pick a company or sector and become an expert.

 

Click Here to see the student profiles of 2013-2014 team

Click Here to see the student profiles of 2012-2013 team

Want to learn more about the Student Managed Investment Fund and how to apply? Visit the information page at www.uleth.ca/management/smif