David Koslowsky
Chairman of the Board of Directors
An Assistant Professor of Finance at the University of British Columbia, David is also the faculty mentor for the CFA Research Challenge competition. In his academic research at UBC, David explores aspects of corporate finance that affect firm performance including financial structure, board structure, and executive compensation. He also researches topics in behaviorial finance and asset pricing. From the perspective of corporate governance, he has found that the influence of director links to other boards of directors comoves with firm size; when a director holds an outside directorship at a small outside firm then it increases stock return; when the outside directorship is held at a large outside firm then it decreases risk. From the perspective of executive compensation, he has found that cash remuneration is more effective than equity remuneraion for aligning the interests of the CEO with the interests of shareholders.
David has taught classes at the Masters levels for Corporate Finance, as well as Investments, Risk Management, Entrepreneurial Finance, Capital Asset Management, Introductory and Intermediate and Advanced Corporate Finance, and Financial Statement Analysis at the undergraduate level. At UBC’s Faculty of Management, he has taught graduate and undergraduate courses, as well as supervising Masters and Ph.D. finance students. Prior to joining academia, David worked in a range of positions such as treasury board analyst, investment advisor, and management positions in government, healthcare, and consulting.
Russel Jarvis
Fund Manager
Russel is a 4th year student in the UBC Faculty of Management and is from Port Coquitlam British Columbia. He was drawn to the area of finance during high school when he started to look into stock markets. This fuelled his passion for investing and now takes joy in calculating risks. Russel aspires to become and CFA charter holder and gain a career in the field of finance. Russel previously held a position as a consumer discretionary and consumer staples analyst. With outstanding performance and proven desire he has now solidified a position as a joint fund manager for the 2014/2015 year.
Russel is a very hard working and dedicated student at UBC and is a member of the 2014 Faculty of Management Live Case Competition winning team.
Scott Stevens
President
Scott is a 4th year student in the UBC Faculty of Management and is originally from Vernon British Columbia. He has long held a passion for business and is constantly searching for ways to further his knowledge of finance and investments. Scott started with UPMG in 2013 as a materials sector analyst. After showing great initiative he was given the opportunity to take on a leadership role as materials sector head. With this new position Scott has been able to closely work with the 2013/2014 executive team of UPMG and began working to grow the group. As the 2014/2015 president, Scott’s role is secure ambitious but viable futures for the group. He will manage not only the operative aspects, such as the group philosophy and policies, but ensure productivity and performance.
Qayyum Rajan
Fund Manager
Qayyum Rajan (Q for short) is from Vancouver British Columbia. He has been intrigued by the world of finance from a young age and the UPMG has given him to opportunity to meet and work alongside other like-minded individuals. Q has a passion for traveling and hopes to gain a career that will allow him to be involved in a variety of countries once he is graduated. He is currently a 4th year student in the UBC Faculty of Management and looks to pursue a career in wealth and asset management. During the summer of 2014 Q held an internship position with Edward Jones. Previously Q held a position with UPMG as a financials sector analyst with exceptional results, this has allowed him to gain a position as joint fund manager for the 2014/2015 year.
“I would like people to see this club as a way to collaborate not only within the school, but to find people and organizations around the local community who can impose their knowledge and experience. “ - Q
Aalisha Lakdawala
Fixed Income Fund Manager
Aalisha is the Fixed Income Fund Manager for the UPMG for the year 2014-15. She is a fourth year student in the Faculty of Management and has specialized in Finance with a minor in Economics.
Aalisha has taken the initiative this year to expand the group via a new fund for corporate bonds under the guidance of the Chairman, Dr. Koslowsky. She will be leading a group of analysts to oversee the creation of a new fund and, will be working with the President and other Fund Managers to build, grow and sustain the Group. The field of Finance has always interested Aalisha, which has led her to pursue summer internships at HSBC and TATA. Her previous experience as an analyst for the Group’s Technology sector will also definitely be an asset this year.
Jordan Kaleta
VP of Operations & External Relations
Jordan is a 4th year student in the UBC Faculty of Management and is originally from Quesnel British Columbia. His interest for investing was sparked early in high school while reading books from Warren Buffet, Robert T. Kiyosaki and Harry Dent. This got Jordan motivated to learn and explore more into capital markets as well as other types of asset classes. Currently Jordan holds the position of Account Manager at the Royal Bank of Canada during the summer and during the school year acts as the RBC Student Ambassador. Jordan previously held a position with UPMG as a technology analyst and with his strong organizational and interpersonal skills has been chosen as the 2014/2015 VP of Operations & External Relations
