Applied Portfolio Management Program
Get investment education, hands-on experience and industry exposure in this unique program for third-year business and economics students.
Participants manage a pool of real money in close coordination with industry and academic support. The intensive program will give you applied investment management education, skills and experience.
This program is a collaboration between CFA Society Victoria, CFA Institute, UVic Continuing Studies, UVic Economics and the Peter B. Gustavson School of Business.
Program structure
You’ll start by taking applied investment management, a non-credit course delivered by UVic Continuing Studies each November-April. The course is taught by practicing industry professionals and focuses on the application of theoretical finance to real-life scenarios.
After completing the course, you’ll apply to become a portfolio manager of the APMP fund. Once accepted, you’ll start a directed studies course overseen by an investment advisory committee of industry professionals and UVic faculty members.
Topics
- Investment Management Policy
- Fiduciary Duty
- Investment Management Ethics
- Asset Allocation
- Performance Measurement
- Client Reporting
- Trading, Compliance and Cash Flow Management
- Risk-management
- Modelling and Forecasting
- Equity and Fixed Income Valuation
- Security Analysis Skills
How to apply
1. Resume, Cover Letter & Transcripts: Single PDF File (properly labelled - 2024/25 AIMC Application First Name Last Name)
2. Video Expression of Interest - Please include a short (2-3 minute) video of your "elevator pitch". This should include:
- Why you would be a positive addition to the AIMC
- Your interest in finance and investing
- An example of your work ethic and/or ability to multi-task
- 1-2 extracurricular activities, volunteer experiences or involvements with student clubs and how they have influenced you as a person
- A discussion on a stock you think is a good buy (or sell) and the rationale for it
3. Deadline is Friday, September 27th @ 13:00 PST
4. Please email to jdhutchi@gmail.com
Investment Advisory Committee
Jennifer Coulson, Vice President, ESG integration, BCI
Jennifer joined British Columbia Investment Management Corporation (BCI) in January 2012 as a manager of shareholder engagement. She is currently vice president, environmental, governance and social (ESG) integration, overseeing the proxy voting and engagement with issuers on ESG risks. Before that, she was at NEI Investments for 10 years working in the ESG field.
Jennifer holds a BA from the University of Western Ontario (UWO) in geography and a Master of Environmental Studies from York University.
Andrew Coward, CFA, Treasurer, 番茄社区
Andrew has worked at the 番茄社区 since 2004. He is the treasurer of the 番茄社区 and the 番茄社区 Foundation. Andrew also is a member of the investment committee on the 番茄社区 staff pension plan.
Andrew holds a Bachelor of Commerce with a finance and risk management concentration from the University of Calgary as well as the Canadian risk management designation through the University of Toronto. He earned the CFA designation in 2011 and is serving his second term on CAUBO’s treasury and investment committee.
Kenton Freitag, CFA, Director, Credit Research, BCI
Kenton is responsible for providing credit opinions and research to all asset classes at BCI. Before that, he worked as a corporate credit analyst for S&P in Toronto, a loan officer for Export Development Canada in Ottawa and a policy analyst for the Department of Finance in Ottawa.
Kenton holds a Bachelor of Commerce from Queen’s University, a Master of Economics from UBC and a CFA designation. He is on the board of directors of the Canadian Bond Investors Association.
Jordie Hutchinson, CFA, Portfolio Manager, BCI
Jordie joined BCI in 2007 as an analyst in consulting and client services. He moved to public equities in 2008 where he served in several different roles, most recently as a portfolio manager on the Canadian equity team.
Jordie graduated from the University of Calgary with a BCom in finance and a BA in economics. He received his CFA designation in 2011.
Johann Kuntze, MA, CFA, Senior Economic and Investment Analyst, BCI
Before joining BCI's investment risk, strategy and research team, Johann was part of BCI's consulting and client services department, helping clients with more than $19 billion in assets meet their investment goals.
Johann has over 10 years of experience in economic analysis and forecasting. Johann holds a Bachelor of Science and Master of Arts degrees in economics from the 番茄社区, as well as the CFA designation.
Dr. Michael King, Professor, 番茄社区
Michael has worked at UVic since 2019. He is the Lansdowne Chair in Finance, at the Gustavson School of Business. Prior to joining UVic, he was at Western University’s Ivey Business School. Before joining academia, he worked in investment banking in Zurich, New York and London from 1990-1998, and central banking in Ottawa and Basel from 2001-2011. Michael holds a PhD from the London School of Economics as well as a CFA designation.
His research focuses on climate finance, sustainable finance, FinTech, banking and corporate finance. He has taught corporate finance and valuation to undergraduates, MBAs and executives.
Dr. Marco Cozzi, Professor, 番茄社区
Marco has worked at UVic since 2015. He is an Associate Teaching Professor in the Economics department. Prior to joining UVic, he was an Assistant Professor at Queen’s University. He holds a PhD from the University College London, and an MSc from Bocconi University.
His areas of expertise are Macroeconomics, Fiscal Policy, and Business Cycle Fluctuations. His research has appeared in outlets such as The Journal of Monetary Economics, The Journal of Economic Dynamics and Control, The Journal of Macroeconomics, and Economics Letters. He teaches courses in Macroeconomics and Computational Economics at all levels (from undergraduates, to Masters, to PhDs).