Owen Chung Email & Phone Number

• Independent student-run consulting initiative offering advisory services to non-profits, start-ups and social enterprises free of charge

Montreal, Quebec, Canada

• Led a team of twelve students in tracking economic themes while advising chief strategists on sector weighting and geographic exposure• Presented “special topic” to class, examining the impact of Japanese monetary policy on carry trades to better understand recent US equity volatility

Montreal, Quebec, Canada

• Collaborated with analysts to deliver stock pitches on industrials sector stocks, offering convincing investment rationale backed with valuations on an intrinsic and relative basis• Leveraged Capital IQ to build sets of comparable companies to identify undervalued firms relative to peers • Constructed financial models on excel, projecting cash flows for investment targets under various scenarios to quantify the impact of our group’s investment theses

Toronto, Ontario, Canada

• Managed and allocated budgets of over $100,000, planning and developing reports for significant events such as freshman orientation, winter retreat and facility renovations• Proposed review of Council procurement and negotiation practices to optimize spending and save $1000+ • Held office hours to understand constituent concerns and address their needs better, which resulted in various smaller initiatives in addition to greater projects which were taken on at the Council level

Toronto, Ontario, Canada

• Analyzed fund strategy and risk/return profile for 40+ institutional pension plan clients, leveraging research and ratings to recommend asset allocations for clients to meet required pension returns• Communicated with fund managers, requesting data and coordinating with offshore offices to meet client deadlines • Took on 15+ institutional clients during the Q3 period, preparing performance and governance reports, providing recommendations on member engagement and attribution commentary on holdings• Wrote quarterly macroeconomic reports to provide clients with an outlook of world markets

Master Of Management In Finance

Bachelor Of Commerce - Bcom, Finance, Gpa: 7.65/9.00 (Equiv. To 3.65/4.00)

Activities and Societies: Varsity Men’s Track and Field team (Sprints) | Freshman Orientation Leader | Intramural Football & Dodgeball |.