WCM UniConnect Victoria | "Introduction into Finance and Capital Markets"Wednesday, September 25th 2019
5:00 PM to 7:45 PM
Students will have an opportunity to participate in an interactive session that mimics a stock market to provide a glimpse of what it’s like to work in public equities.
WCM UniConnect Victoria has teamed up with The University of Victoria Investment Group’s Applied Portfolio (UVIG), Applied Portfolio Management Program (APMP), and CFA Society for this engaging event.
This event will offer students unique insights into this specialized and exciting area of capital markets while offering an opportunity to network with industry experts and other students with similar professional interests.
*Please note this event is targeting first and second year students.
5:00 PM - 5:20 PM: Registration & Networking
5:20 PM - 5:30 PM: Opening Remarks
5:30 PM - 6:05 PM: Interactive Session
6:05 PM - 6:45 PM: Casual Panel Discussion
6:45 PM - 7:45 PM: Networking
Chuck joined the WCM Steering committee in January of 2018. Chuck has over 20 years of experience in the financial services industry with the Scotia Group of companies. As a Senior Wealth Advisor at Scotia Wealth Management, Chuck’s diverse background provides a solid foundation on which he is able to build wealth management strategies based on his clients’ individual goals and objectives. Chuck has a deep understanding of personal financial planning and strategic investing and he puts this to good use while advising his clients on their diverse needs including: charitable giving, retirement planning, and intergenerational planning.
As a father of two daughters and a member of the investment community I truly believe that a change to the disparity in our industry is of the utmost importance. We already know that it will bring improvement to our society, work environments and the businesses these women lead. Why would we not support it? I feel that being an active champion for that transformation is part of the solution. It’s through my involvement with WCM (Women in Capital Markets) that I hope to be a positive part of that change.
Alicia currently works at BCI as an Associate in the US Small Cap fund. Prior to this role, she was enrolled in the Bachelor of Commerce program at the Gustavson School of Business. During her studies, Alicia devoted time to the University of Victoria Investment Group as VP Finance, was the Fourth Year Representative for the Commerce Students’ Society, and served as a Portfolio Manager in the Applied Portfolio Management Program at the University of Victoria. As part of her education, Alicia completed a co-op term at the Investment Capital Branch of the BC Ministry of International Trade and two co-op terms in the Canadian Small Cap team at BCI. Alicia was asked to return to BCI in her current permanent role before she could finish her last academic year, and as such, she is currently completing her degree with night courses. She successfully completed the CFA Level I exam and intends to write Level II in June 2020.
Adam received his Bachelor of Commerce degree from the Peter B Gustavson School of Business at the University of Victoria in 2010. After working closely with TPC Financial as a licensed investment advisor with yourCFO Advisory Group, Adam took a position as financial planner with TPC Financial Group. With a thorough understanding of the relationship between corporate and personal finances, Adam works closely with his clients to optimise their personal and professional finances on a day-to-day basis. Adam is also involved in the analysis and negotiations regarding practice purchases and assists clients in transitioning into their new ownership role.
Christy Pham joined BCI as Analyst in November 2008 and has built her investment career to her current position of senior principal. She currently manages a portfolio of water and transportation infrastructure and sits as a director on the board of InTransit BC, an alternate director for Kemble Water, a director of Brookfield Brazil Motorways and was previously on the LP advisory board of Island Timberlands. Prior to joining BCI, Christy worked for five years in investment banking and equity research at TD Securities and CIBC World Markets. She has a total of 15 years of experience in the financial services industry. Christy holds a BComm in Finance and BA in Economics at the University of Calgary.
Jordie joined BCI in 2007 as an Analyst in Consulting & Client Services and moved to Public Equities in 2008 where he served in a number of different roles, most recently as a Portfolio Manager on the Canadian Equity Team. In 2019 Jordie made the decision to return to his hometown in Smithers BC to join Edward Jones Investments and help individuals with their long term investment needs. Jordie is the Co-Founder and Program Director of the UVic Applied Portfolio Management Program and served on the board of CFA Society Victoria for 5 years as University Outreach Chair. Jordie graduated from the University of Calgary with a BCOMM in Finance and a BA in Economics and received his Chartered Financial Analyst designation in 2011.