Corporate Summary Yuval Bar-Or Director Global Client Solutions Moody’s KMV May 2003.
Stephen Peng Queen's Capital...
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Stephen Peng [email protected] EDUCATION Bachelor of Commerce, Queen’s University, Kingston, ON 2018 • Rank: 10 / 551, Cum. Avg: 4.16/4.30; Excellence Scholarship for entrance average of 94.0%. • D.I Mcleod Dean’s List with Distinction Scholarship and the RBC Scholarship for the Children of Employees. Richmond Hill High School, Richmond Hill, ON 2010 - 2014 • National Advanced Placement (AP) Scholar; American Invitational Mathematics Examination qualifier with honours. PROFESSIONAL EXPERIENCE Financial Modelling Summer Analyst, CIBC, Toronto, ON 2015 • Completed 17-week internship in CIBC’s corporate headquarters in downtown Toronto specializing in financial institution evaluation. Corporate Banking: • Analyzed how the federal funds rate, overnight rates, GoC 10 year, and other treasury instruments impacted corporate loans. • Developed a concentration risk model on KMV data to inspect industry and PD diversification across Canadian corporations. Wholesale Banking: • Performed a sum of the parts to independently value the different segments of wholesale banking that contributed to top line growth. • Evaluated the risk of specific business units by looking at drivers such as the S&P500, GDP and CPI to interpret how changes would impact company’s top-line. Projected out revenues by initiating top-down analysis to determine financial sustainability given a number of depressed sensitivities. Wealth Management: • Created a financial model that displayed the impact of volatility and macro-driven events such as oil prices, commodities on the top line. Retail Banking: • Led in the development of a corporate Pre-Provision Net Revenue (PPNR) model for use as a quantitative benchmark to MST forecasting. • Presented the model to the CFO of retail banking, expressing ideas and recommendations for future stress testing. Equity Research Author, Seeking Alpha 2015 • Published pieces on oil and gas, REITs and industrials. Used a variety of valuation tools such as a sum of the parts analysis, DCFs, NAVs, debt paydown schedules, sensitivities and regression charts to back up investment thesis. • Identified must-read article by investment community and was compensated $150 by editors. Article described depressed oil and gas situation in Canada and natural gas opportunity within Canada. Argued that the position was high-margin and high-quality with a reliable loan syndicate, set to outlast the crisis. Investment Summer Analyst, Sigma Analysis and Management, Toronto, ON 2013 Constructed comparables table with financial metrics for asset manager universe • Praised by management for timely work and meticulous attention to detail when comparing the financial metrics of mutual funds, hedge funds, and private equity firms. Analyzed secular trends across the asset management space • Scrutinized financial databases, such as Paladyne and the Morgan Stanley Matrix, for performance trends and fund strategies; communicated intriguing results and findings to co-workers for further investigation. • Assisted management in the development of a mobile application targeted towards institutional investors, which tracked and compared the performance of different funds. EXTRACURRICULAR ACTIVITIES Portfolio Manager, FIG, Queen’s Capital, Kingston, ON 2014 - Present • Manage portfolio of North American equities consisting of ~$100,000 in collective AUM with of team of 25 other Queen’s students • Maintain an equity coverage universe and perform fundamental analysis on TSX/S&P 500 listed Financial Institutions Group securities • Actively follow the financial markets, create sector updates and make investment recommendations • Published investment ideas for financial platform: Seeking Alpha; awarded with a fully licensed writing permit for further personal publication. ADDITIONAL INFROMATION • Penn State Seeking Alpha Competition: Finalist • Author, Seeking Alpha: Awarded the PRO status on articles written for the leading financial analysis publication forum. • Invited to partake in the UofOttawa Math Camp for scoring in the 99.7 percentile in a national math contest. • Interests include basketball, American and international politics, anthropology, economics, writing, and mathematics.
Transcript of Stephen Peng Queen's Capital...
Stephen Peng [email protected] EDUCATION Bachelor of Commerce, Queen’s University, Kingston, ON 2018 • Rank: 10 / 551, Cum. Avg: 4.16/4.30; Excellence Scholarship for entrance average of 94.0%. • D.I Mcleod Dean’s List with Distinction Scholarship and the RBC Scholarship for the Children of Employees.
Richmond Hill High School, Richmond Hill, ON 2010 - 2014 • National Advanced Placement (AP) Scholar; American Invitational Mathematics Examination qualifier with honours.
PROFESSIONAL EXPERIENCE Financial Modelling Summer Analyst, CIBC, Toronto, ON 2015 • Completed 17-week internship in CIBC’s corporate headquarters in downtown Toronto specializing in financial institution evaluation. Corporate Banking: • Analyzed how the federal funds rate, overnight rates, GoC 10 year, and other treasury instruments impacted corporate loans. • Developed a concentration risk model on KMV data to inspect industry and PD diversification across Canadian corporations. Wholesale Banking: • Performed a sum of the parts to independently value the different segments of wholesale banking that contributed to top line growth. • Evaluated the risk of specific business units by looking at drivers such as the S&P500, GDP and CPI to interpret how changes would impact
company’s top-line. Projected out revenues by initiating top-down analysis to determine financial sustainability given a number of depressed sensitivities.
Wealth Management: • Created a financial model that displayed the impact of volatility and macro-driven events such as oil prices, commodities on the top line. Retail Banking: • Led in the development of a corporate Pre-Provision Net Revenue (PPNR) model for use as a quantitative benchmark to MST forecasting. • Presented the model to the CFO of retail banking, expressing ideas and recommendations for future stress testing.
Equity Research Author, Seeking Alpha 2015 • Published pieces on oil and gas, REITs and industrials. Used a variety of valuation tools such as a sum of the parts analysis, DCFs, NAVs, debt
paydown schedules, sensitivities and regression charts to back up investment thesis. • Identified must-read article by investment community and was compensated $150 by editors. Article described depressed oil and gas situation in
Canada and natural gas opportunity within Canada. Argued that the position was high-margin and high-quality with a reliable loan syndicate, set to outlast the crisis.
Investment Summer Analyst, Sigma Analysis and Management, Toronto, ON 2013
Constructed comparables table with financial metrics for asset manager universe • Praised by management for timely work and meticulous attention to detail when comparing the financial metrics of mutual funds, hedge funds, and
private equity firms. Analyzed secular trends across the asset management space • Scrutinized financial databases, such as Paladyne and the Morgan Stanley Matrix, for performance trends and fund strategies; communicated
intriguing results and findings to co-workers for further investigation. • Assisted management in the development of a mobile application targeted towards institutional investors, which tracked and compared the
performance of different funds. EXTRACURRICULAR ACTIVITIES Portfolio Manager, FIG, Queen’s Capital, Kingston, ON 2014 - Present • Manage portfolio of North American equities consisting of ~$100,000 in collective AUM with of team of 25 other Queen’s students • Maintain an equity coverage universe and perform fundamental analysis on TSX/S&P 500 listed Financial Institutions Group securities • Actively follow the financial markets, create sector updates and make investment recommendations • Published investment ideas for financial platform: Seeking Alpha; awarded with a fully licensed writing permit for further personal publication.
ADDITIONAL INFROMATION • Penn State Seeking Alpha Competition: Finalist • Author, Seeking Alpha: Awarded the PRO status on articles written for the leading financial analysis publication forum. • Invited to partake in the UofOttawa Math Camp for scoring in the 99.7 percentile in a national math contest. • Interests include basketball, American and international politics, anthropology, economics, writing, and mathematics.
