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Economics

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.

More details

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

Send your resume, an expression of interest and your transcripts to jdhutchi@gmail.com. The deadline is October 3 at 4:00 p.m.

Your expression of interest should be 1 page and include:

  • 1 paragraph highlighting your interest in finance and investing
  • 1 paragraph highlighting an example of your work ethic and/or ability to multitask
  • 1 paragraph highlighting 1-2 extracurricular activities, volunteer experiences or involvement with student clubs and how they have influenced you as a person
  • 1 paragraph highlighting any courses you have completed which have given you a base level of economic, finance and investment knowledge (include the mark received)
  • 1 paragraph discussing a stock you think is a good buy (or sell) and the rationale for it

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, University of Victoria

Andrew has worked at the University of Victoria since 2004. He is the treasurer of the University of Victoria and the University of Victoria Foundation. Andrew also is a member of the investment committee on the University of Victoria 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.

Dixie Klaibert, CFA, Partner, Beacon Hill Wealth Management

Dixie launched Beacon Hill Wealth Management, an independent office of Raymond James Ltd. specializing in cross-border asset management solutions, in 2014.

Originally from Victoria, Dixie left to work on the trading floors of New York and London, as a VP in credit trading, managing credit derivatives and corporate bonds for Merrill Lynch and then Bank of America Merrill Lynch.

After a tour around the world, she is happy to be home. She holds a BCom (Hons) from the UBC Sauder School of Business, where she graduated from the UBC portfolio management foundation as a Leslie Wong Fellow.

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 University of Victoria, as well as the CFA designation.

Dr. Sorin Rizeanu, Professor, University of Victoria

Sorin has worked with UVic since 2010. He is an assistant professor in international finance. He holds a MSc in applied statistics from University of Bucharest, an international MBA from the University of South Carolina and a PhD in international finance from the University of South Carolina.

His active research helps investors better valuate firms and understand firms' internal, external and regulatory dynamics. His research focuses on corporate governance and international finance, with publications in journals such as Contemporary Accounting Research, Emerging Markets Review, Journal of Management and Governance.

Charles Volkovskis, CFA, Senior Portfolio Manager, BCI (retired)

Charles started working with OCIO (BCI precursor) in January 1996 and retired as a senior portfolio manager in March 2015.

As a senior portfolio manager, he oversaw 4 staff and 4 public equity funds and contributed to investment strategy and organization initiatives. Charles' academic background includes BSc (physiology) and DBA (1 year MBA) from the University of Toronto, as well as the CFA designation.

Dr. Graham Voss, Professor, Economics, University of Victoria

Graham is a professor in the Department of Economics at the University of Victoria. He has a BA (Honours) from the University of Victoria, an MA from McMaster University and a PhD from Queen’s University.

He began his academic career in 1991 at the University of New South Wales, Australia where he taught until 1998. He then joined the research department at the Reserve Bank of Australia as a senior economist where he worked until joining the University of Victoria in 2001.