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SFU MBA Student-Managed Fund hits $10.8 Million

The SFU Beedie Student Investment Advisory Service (SIAS) team is ready to impress the audience at their upcoming Q1 presentation on May 27, 2011 at the Metropolitan Hotel in Vancouver, BC to...

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SIAS team members at the SFU Segal Graduate School

The SFU Beedie Student Investment Advisory Service (SIAS) team is ready to impress the audience at their upcoming Q1 presentation on May 27, 2011 at the Metropolitan Hotel in Vancouver, BC to showcase their results from the first three months of the year. The SIAS team has reached an asset value of $10.8 million for the first time, making it one of the largest student-run investment funds in North America.

At their previous Q4 presentation, the SIAS team delivered news of a 9.9% return for the final three months of 2010. Alex Conconi, Head of Economics, opened up the presentation with a brief overview of the year’s events including the financial impact of Greek’s downgraded debt, the explosion of BP’s Deep Horizon oil rig, and the rise of Potash to bring the summary back to local shores.

The Compliance team, represented by Edward Lee, reported the quarterly performance of the SIAS fund while Helen Yin of the Risk team explained the risk mitigation techniques and risk decisions used to manage the portfolio. Afterwards, Elif Boz reported on the global growth of emerging markets that will fuel Canada’s resource sectors and the significant uncertainty in the European nations and Japan.

The Canadian Equity team’s incredible fourth quarter performance of 10.25% return, led by a 1.54% of active return from the materials sector was highlighted by Aldaris Zhong. The turbulent environment in the global markets was illustrated by large volatility in the Global portfolio as Ashkan Ziabakhshdeylami described strategies to overweight the US. Lastly, Ayla Yang described how the Fixed Income team minimized interest rate risk through matching key rate duration. Following this, Alex wrapped up the presentation by opening the floor to questions from the advisory panel.

These presentations are a great opportunity for industry professionals and future graduates to network and talk about financial strategies at the reception afterwards with hors d’oeuvres and beverages. Register for the Q1 presentation here http://beedie.sfu.ca/sias/media.php

If you would like more information about future presentations, fund management, or our SIAS team, more details can be found on our website: http://beedie.sfu.ca/sias/ or email us at sias@sfu.ca.

Written by Lauren Looi, edited by Derek Wong

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