The Laurier Graduate Student Investment Fund (LGSIF) is an investment fund for graduate students at Wilfrid Laurier University. The daily operation of this fund will be monitored by faculty members and governed by Wilfrid Laurier University policies.
LGSIF is a value-oriented investment fund on small cap stocks. The investment decisions are based on thorough fundamental analysis.
In the fall of 2016, a group of six Master of Finance students came up with the idea to create a graduate student investment fund to gain hands-on experience in making investment decisions and managing a fund. A partnership was created with the university and faculty members and the Laurier Graduate Student Investment Fund was created. The six founding members raised $17,852 seed investment capital. The Dean of the Lazaridis School of Business & Economics provided additional $15,000 capital for the fund.
Anderson Zeng, Lazaridis MFin candidate, has an honours Bachelor of Science degree from the University of Toronto. Prior to joining the Lazaridis Master of Finance program at Wilfrid Laurier University, he worked at RBC capital market as an equity operation analyst. He is enrolled in the CFA program and is a CFA level III Candidate.
Jiaxun (Emily) Zhang, Lazaridis MFin candidate graduated with a Bachelor of Commerce degree specializing in Public Accounting from Rotman Commerce at the University of Toronto. As a Lazaridis MFin student, Emily worked a co-op term as Electricity Finance Analyst at the Electricity Finance Branch of Ontario Financing Authority. She is a CFA level II candidate. Emily also serves in an executive position in an NGO and is highly involved in organizing social events for international youth in her spare time.
Xueting (Kristine) Wang, Lazaridis MFin candidate, has a Bachelor of Commerce degree from York University. Kristine is also engaged in the community and formerly served as a Tax Clinic volunteer to file tax returns and provide tax-saving advice for low income families. She did a summer internship at HSBC Commercial Banking and worked as an event coordinator at the BetterUs non-profit organization. Kristine covers the pharmaceutical industry in the Laurier Graduate Student Investment Fund. She is a CFA level II candidate.
Puneet Bhatti, Lazaridis MFin candidate, has a bachelor’s degree in Science from Panjab University in India. She has professional experience in the banking industry in credit risk management. Her profound interest in finance and belief in continual augmentation of knowledge led her to pursue CFA designation, wherein she successfully cleared Levels I and II. Within the Laurier Graduate Student Investment Fund, she is an analyst covering the technology sector.
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