UTM Capital Management Bi-Weekly Meetings KN L 1245


October 9, 2019 @ 6:30 pm – 8:30 pm
Nimisha Mundade
KN L 1245

UTM Capital Management hosts 6 bi-weekly meetings each semester in order to allow UTMCM members to conduct industry research in their respective sectors of the market. These meetings provide an opportunity for students to sharpen their research, valuation, and presentation skills. Members will be able to select a market sector they show interest in and work hand in hand with a senior analyst along with a portfolio manager to transform their research into an a potential investment in the UTMCM Fund. They will also gain experience in portfolio management techniques as the fund invests in more and more equities. This event also allows members to expend their professional network by working with peers and interact with experts in the fields such as UTM’s finance executive in resident, Ed Rieckelman.

Dress Code: Casual

Date: Wednesday, September 25th- Wednesday, December 4th

Time: 6:30 pm to 8:30 pm

Location: Li Koon Chun Finance Learning Centre, KN L1245

PSDP Points: 1

PSDP Category: Academic Development

Alternative PSDP Category: Develop Skills


Registration Opens: Tuesday, September 17th, 2019

Registration Closes: Wednesday, December 4th, 2019

Registration Restriction: OPEN

Registration Capacity: 30

Registration Cost: None

Link (if any): None


Learning Objectives:

1) LO#1: Learn and Practice valuable research skills (Databases, Softwares, and Scholarly Articles).

2) LO#2: Understand how to interpret macroeconomic news and it’s effects on business, markets, and industry sectors.

3) LO#3: Apply valuation methods necessary for well informed investment decisions as well as practice PowerPoint and presentation skills.


Additional Information: Attendance will be taken at each bi-weekly meeting.