Executive

Welcoming the QFAC 2017 Team

 

Executive Team Bios

John Marshall

John Marshall

Education Director

john.marshall@qfac.ca

Nathan Witteveen

Nathan Witteveen

Case & Operations Director

nathan.witteveen@qfac.ca

Susie Liu

Susie Liu

Publications Director

susie.liu@qfac.ca

Claire Strickland

Claire Strickland

Speakers Coordinator

claire.strickland@qfac.ca

Ioulia Malamoud

Ioulia Malamoud

NYC Coordinator

ioulia.malamoud@qfac.ca

Alexander Fayad

Alexander Fayad

IT & Publications

alexander.fayad@qfac.ca

James Quinn

James Quinn

Logistics Officer

james.quinn@qfac.ca

Connor Roth

Connor Roth

Logistics Officer

connor.roth@qfac.ca

Bailey Bertrand

Bailey Bertrand

Marketing Officer

bailey.bertrand@qfac.ca

Jon Allion

Jon Allion

Education Coordinator

jon.allion@qfac.ca

Kingsley Foris

Kingsley Foris

Internal Delegates

kingsley.foris@qfac.ca

Matthew Ferreira

Matthew Ferreira

Educations Coordinator

matthew.ferreira@qfac.ca

Brody Lessing

Brody Lessing

Special Events Coordinator

brody.lessing@qfac.ca

Aislin Roth

Aislin Roth

External Delegates

aislin.roth@qfac.ca

Sponsorship Team

Sponsorship Team

Directors and Coordinators

John Marshall

John Marshall

Education Director

john.marshall@qfac.ca

John is in his 3rd year of the Queen’s Commerce program. He joined the Queen’s Finance Association Conference in 2016 as a sponsorship coordinator and now serves as the Director of Education.

During the summer of 2016, John worked as an analyst at Letko Brosseau & Associates. While there he completed a research report on the semiconductor industry and analyzed the macroeconomic impact of Brexit.

Apart from his work on QFAC, John acts as a competitor coordinator for the Queen’s Entrepreneurs’ Competition and a consultant on CREO solutions. Before attending Queen’s, John completed a two-year collegiate diploma at Marianopolis College in Montreal, Quebec in the Honours Commerce program.

In his spare time, John manages his own investment portfolio. For enjoyment, he plays the bass, guitar and drums and enjoys pick-up games of volleyball and basketball with friends.

Nathan Witteveen

Nathan Witteveen

Case & Operations Director

nathan.witteveen@qfac.ca

Nathan is in his third year of the Queen’s Commerce program, and currently serves as the Case & Operations Director for QFAC 2017.

At Queen’s, Nathan is also an Industrials Portfolio Manager for Limestone Capital, a student-run investment club that conducts stock pitches, industry analysis, and training in financial modelling. Additionally, he serves as a Project Manager for the Queen’s Private Capital Group, where he provides pro-bono advisory services to private equity and venture capital firms in the form of market research, investment screening, and search mandates.

This past summer, Nathan was an Equity Research Analyst at Gluskin Sheff + Associates, a Toronto-based asset manager with $8.9B in AUM. He was responsible for analyzing industry drivers, research reports, financial statements, investor presentations and earnings call transcripts to develop investment ideas and valuation models.

Nathan has developed a passion for music, playing the guitar in various concerts and events. He is a watch enthusiast, enjoys playing badminton, and is a citizen of both the Netherlands and Canada.

Contact him at nathan.witteveen@qfac.ca

Susie Liu

Susie Liu

Publications Director

susie.liu@qfac.ca

Susie is in her third year of the Commerce program at Queen’s University, and currently serves as the Publications Director for QFAC 2017.

This past summer, Susie was an analyst at Russell Square Partners, a private equity firm in Toronto investing in Canadian companies with a flexible investment horizon. The previous summer, Susie spent 10 weeks teaching English at Chifeng University, which is located in Inner Mongolia, China.

At Queen’s, Susie is also an Analyst in the Technology, Media, & Telecommunications sector for the Queen’s University Investment Counsel, a student-run investment club which manages a combined portfolio of approximately $1,000,000. Additionally, she is a Senior Advisor for the Queen’s Technology and Media Association, a student organization that engages in technology industry research and a full-year product management program.

Susie attended Marc Garneau Collegiate Institute, in Toronto, Ontario, where she was 1 of 60 students selected from over 500 applicants to attend the TOPS Program, a specialized program which provides an accelerated curriculum in math and science. In her spare time, Susie enjoys architecture, painting, reading, and watching movies. This winter, Susie will be completing an academic exchange at the University of Mannheim.

Claire Strickland

Claire Strickland

Speakers Coordinator

claire.strickland@qfac.ca

Claire is in her third year of the Queen’s Commerce program and currently serves as the Speakers Coordinator for QFAC 2017, subsequent to serving as the Logistics Coordinator in 2016.

In the summer of 2017, Claire completed a summer internship with CIBC as a Sales and Trading Analyst. Previously after her first year, Claire completed a 17-week internship with the Investment Management team at Mackenzie Investments as an Equity Research Analyst on the Resource Team.

At Queen’s, Claire serves as the Real Estate Portfolio Manager for Limestone Capital, a student-run investment club focused on fundamental investing.

Claire enjoys playing tennis and long-distance running in her spare time. She is looking forward to completing an exchange in Paris at Université Paris-Dauphine.

Contact her at claire.strickland@qfac.ca

Ioulia Malamoud

Ioulia Malamoud

NYC Coordinator

ioulia.malamoud@qfac.ca

Ioulia is in her third year of the Queen’s Commerce program, and currently serves as the NYC Coordinator for QFAC 2017, subsequent to serving as the Logistics Coordinator in 2016 and the First Year Representative in 2015.

For the summer of 2017, Ioulia completed at 18-week internship for LEVEL5 Strategy group as consulting intern analyst providing in-depth analysis and market research on multiple projects in various industries, including retail, real estate, financial services, and consumer products. In previous summers, she worked as a private tutor, guiding students with diverse learning needs to improve work ethic and study habits through and personalized study help, as well as a Digital Marketing Communications Intern for a tech start-up called Advance Devices, Inc.
At Queen’s, Ioulia serves as an Portfolio Manager in the Consumers & Healthcare sector for the Queen’s University Investment Council, a student-run investment club that manages a combined investment portfolio of ~$1,000,000. Ioulia is also an Project Manager for the Queen’s Private Capital Group, a team of 30 students in providing pro-bono advisory services to venture capital and private equity firms. Beyond finance, she was involved with the Queen’s Consulting Association, Queen’s Women in Leadership, and was a Freshmen Orientation Leader during Commerce Frosh Week. Ioulia enjoys dancing and movies in her spare time.

Ioulia is looking forward to working with the executive team to help plan and execute Canada’s premier student-run undergraduate finance conference in 2017.

Contact her at ioulia.malamoud@qfac.ca

Alexander Fayad

Alexander Fayad

IT & Publications

alexander.fayad@qfac.ca

Alexander in his second year of the Queen’s Commerce program, and is really excited to serve as the IT & Publications director for QFAC 2017.

During his final year of high school, Alexander started his own clothing business called 6rep which symbolized the city of Toronto and targeted the younger demographic of hip hop fans. He organized the design, production and logistics of producing 4 different clothing lines and shipped them to his customers through his ecommerce store which he developed himself.

In addition to his clothing business, Alexander has worked diligently every summer as a Tennis Instructor and works very closely with other instructors to create a fun environment for the children. He makes sure all the children are developing tennis skills at a steady pace and looks after the children throughout the day ensuring their safety. Alexander earned his Tennis Instructor Certification in 2015 through Tennis Canada and has been working under that title since.

Alexander also enjoys playing Tennis in his spare time and previously used to compete at a Provincial level in tournaments across Ontario. In addition, he spends a lot of his time producing music as a hobby and is also very proficient with many graphic design skills such as Photoshop and video editing.

Contact him at alexander.fayad@qfac.ca

James Quinn

James Quinn

Logistics Officer

james.quinn@qfac.ca

James is in his second year of the Commerce program at Queen’s University. Living in Keswick, ON, James attended Our Lady of the Lake CHS, where he was the founder of a student-run Stock Market Club and acted as the First Nations Metis and Inuit Liaison for the York Catholic District School Board. This year, 2017, marks his first year as a member of QFAC executive team, where he will be serving as a logistics officer.

Prior to attending Queen’s, James was the Boat Rental Manager for Krates Marina; a marina with over 500 slips for both recreational and full-time boaters. Some of his responsibilities included maintaining customer relationships, improving operations, and coordinating activities.

At Queen’s, James has spent time exploring the many different opportunities available as a business student through attending and participating in several initiatives. Among these initiatives are attending Queen’s Conference on the Business Environment Today as a delegate, joining Queen’s Accounting Association’s (QAA) membership program, and participating in Queen’s Commerce Trading Competition’s (QCTC) stock simulation competition.

Aside from school, James enjoys playing hockey, white water rafting, and boating. James is looking forward to working with QFAC’s 2017 executive team to make this year’s conference one to remember.

James can be contacted at – james.quinn@qfac.ca

Connor Roth

Connor Roth

Logistics Officer

connor.roth@qfac.ca

Connor is currently in his 2nd year of the Bachelor of Commerce program at the Smith School of Business and serves as the Logistics Officer of QFAC 2017. Previously, Connor served as the Frosh Representative for the 2016 conference.

Over the past three summers, Connor has co-founded and operated a successful window washing and odd jobs business from his cottage on Georgian Bay. Connor has also worked as a lifeguard, swim instructor and camp counsellor.

In addition to QFAC, Connor is the founder of the Official Queen’s Squash Ladder where he actively manages play between over 60 competitors. Additionally, he serves as a real estate analyst for Limestone Capital, a student-run investment council that conducts stock pitches, industry analysis, and training in financial modelling.

In his spare time, Connor enjoys playing guitar, hockey, skiing and travelling. He is thrilled to work with the 2017 QFAC executive team to create an unforgettable conference.

Feel free to contact him at connor.roth@qfac.ca

Bailey Bertrand

Bailey Bertrand

Marketing Officer

bailey.bertrand@qfac.ca

Bailey is a second-year student in the Queen’s Smith School of Business Commerce Program, and serves as the Marketing Coordinator within QFAC, having previously served as a First-Year Representative for the 2016 conference.

During this past summer Bailey completed a 16-week internship within BMO’s Commercial Banking division. Before coming to Queen’s Bailey held a role in BMO’s Personal Banking department while simultaneously working as a Waiter at a restaurant in his home town of Gananoque.

Outside of QFAC, Bailey competed as a top six finalist in the Scotiabank Stock Pitch Competition, and is also scheduled to compete in both the Capitalize 4 Kids and National Investment Banking Competion in October and November respectively.

In his spare time, Bailey enjoys travelling with family, playing racquet sports, and is an avid professional sports fan. He is very eager to continue his work with the QFAC Executive in 2017 as Marketing Coordinator.

Feel free to contact him at bailey.bertrand@qfac.ca

Jon Allion

Jon Allion

Education Coordinator

jon.allion@qfac.ca

Jon is a third-year student in the Queen’s Commerce program, and serves as an education coordinator within QFAC.

For the upcoming summer, Jon will be completing a summer internship at J.P. Morgan with the Investment Banking division. Previously Jon has held internships with the Ontario Teachers’ Pension Plan in the Private Capital Group and the Canadian Equities division within RBC Global Asset Management.

Outside of QFAC, Jon is also a Portfolio Manager in the Consumers & Healthcare sector for the Queen’s University Investment Counsel, helping manage over $1,000,000 in Canadian and US equities for the Smith School of Business. Jon is also a Cases Director for the Queen’s Commerce Corporate Challenge (Q3C), helping lead Canada’s premiere undergraduate case competition.

In his spare time, Jon enjoys reading, playing basketball and travelling. He is looking forward to his final year at Queen’s and making QFAC 2017 a great experience for all delegates!

Contact him at jon.allion@qfac.ca

Kingsley Foris

Kingsley Foris

Internal Delegates

kingsley.foris@qfac.ca

Raised in Toronto, Ontario, Kingsley is completing his third year as an undergraduate in the Queen’s Commerce Program. Prior to his time at Queen’s Kingsley attended Michael Power/St. Joseph High School where he was Quarterback of the football team, and an Executive on the school Leadership Committee.

Kingsley’s additional involvements at the Smith School of Business included the position of Logistics Coordinator with the Commerce Executive on Orientation (CEO), and Events Coordinator with the student life committee Board Meeting (BM). He spent his past summer as an Associate with Mackenzie Investments at their Toronto office, and will be completing a four-month term with Dream Unlimited as an Analyst on their Office REIT this year.

Beyond his interest in finance, Kingsley is a decorated golfer, tennis player, and a football enthusiast. He is also in the process of a semester abroad for the winter term at the University of Economics in Prague, Czech Republic.

Kingsley’s interest in the financial services industry and global markets led him to pursue his current position as Internal Delegates for QFAC 2017. He is incredibly passionate about the conference, and is excited to contribute to its reputation.

Matthew Ferreira

Matthew Ferreira

Educations Coordinator

matthew.ferreira@qfac.ca

Matthew is the Education Coordinator on QFAC and is entering his second year of the Commerce program. Apart from QFAC, Matt is an Analyst with the Energy and Utilities team on the Queen’s University Investment Counsel, which is a student-run investment fund that manages ~$1,200,000 on behalf of Queen’s University and Mackenzie Investments.

This past summer, Matthew worked part-time as a Junior Analyst at ReStructure Consulting, a non-profit restructuring firm in Toronto. Simultaneously, Matthew worked full time as a Sports Camp Counsellor for the Town of Ajax and part-time as a Lifeguard for the Toronto Pan Am Sports Centre. In the summer of 2016, Matthew worked as a Summer Intern at Next Edge Capital, an alternative asset manager with ~$300,000,000 under management.

Outside of Commerce, Matthew is a lifeguard at Queen’s University and is involved with intramural soccer. He also enjoys reading and writing about politics and global events, watching premier league soccer and spending time with friends and family.

Brody Lessing

Brody Lessing

Special Events Coordinator

brody.lessing@qfac.ca

Brody is in his third year of the Queen’s Commerce program, and currently serves as the special events director for QFAC 2017.

Previously in his second year, Brody completed a 16-week internship at Customplan Financial Vancouver as a summer analyst working on investment analysis and risk management.

At Queen’s, Brody serves as Project Director for Queen’s Venture Capital, a student-run committee focused on connecting student entrepreneurs with venture capital resources to grow their start-ups. Brody is also an Events Director of the All Year Social, a student-run committee responsible for holding events for the commerce faculty.

Beyond his interest in finance, Brody enjoys adventure sports and golf in his spare time. Last year while working as a summer analyst at his previous internship, he was simultaneously working towards significantly improving his golf handicap differential. He is currently completing an exchange in Singapore, at Singapore Management University.

Contact him at brody.lessing@qfac.ca

Aislin Roth

Aislin Roth

External Delegates

aislin.roth@qfac.ca

Aislin is the External Delegates Coordinator for QFAC and is in her third year in the Queen’s Commerce program. Last year, she was one of the Sponsorship Coordinators and really enjoyed watching the conference come to life. In addition to her involvement with QFAC, Aislin is a competitor on the Queen’s Case Competition Union (QCCU), a team of 20 students that represents Queen’s at international case competitions, including 24-hour cases in Rotterdam, Netherlands and Bergen, Norway.

This past summer, Aislin was a Summer Analyst on the Equity Sales desk at Scotiabank, where she had the opportunity to interact with the trading desk and developed weekly stock pitches. Next summer, Aislin will be working at the Boston Consulting Group (BCG) in Toronto as a Summer Associate.

Beyond her interest in finance, Aislin is an avid skier and traveller. She is extremely excited to undertake the role of Delegates Coordinator for QFAC 2017!