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York Finance Club

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About Us

 The York Finance Club (YFC) is the largest club and the sole organization with a focus on finance at the Schulich School of Business. With an annual membership count exceeding 450 students, YFC holds a number of events throughout the year to equip students with the soft and technical skills required in their careers, in addition to operating a student-managed investment fund. Most importantly, we act as a bridge between the students, professionals, and firms.

The York Finance Club (YFC), which was formed in 2011, is the resulting entity after the amalgamation of the York Investment Club (YIC, 2001) and the York Undergraduate Finance and Industry Club (YUFIC, 1995).

The purpose of the York Finance Club is to educate students about the finance industry and provide assistance with recruitment. We aim to train students to be well-rounded, industry-educated and career focused business professionals by hosting a myriad of events, including:

  • Undergraduate Finance Conference
  • York University Student Investment Fund (YUSIF)
  • Capital Markets Certification Program
  • YFC Speaker Series
  • Mentorship Program
  • Career Workshops
  • Technical Workshops
  • Mock Interviews
  • Networking Events

 

Executive Team

Winnie Bang

Winnie Bang

Senior Co-President
Jeffrey Lee

Jeffrey Lee

Junior Co-President
Vivian Tong

Vivian Tong

Conference Co-Chair
Natalia Lazarevic

Natalia Lazarevic

Conference Co-Chair
Yash Patel

Yash Patel

VP Corporate Relations
Mark Tullio

Mark Tullio

VP Development
Asya Levin

Asya Levin

VP Finance
Parminder Saini

Parminder Saini

VP Marketing
Timmy Kim

Timmy Kim

Associate
Aza Albogatchieva

Aza Albogatchieva

Associate
Pirasan Bhaskaran

Pirasan Bhaskaran

Associate
James Jung

James Jung

Associate
Gil Kvint

Gil Kvint

Associate
Sasa Stosic

Sasa Stosic

Associate
Ansh Kalra

Ansh Kalra

Associate
Chris Hon

Chris Hon

Associate
Winnie Bang

Winnie Bang

Senior Co-President
Jeffrey Lee

Jeffrey Lee

Junior Co-President
Vivian Tong

Vivian Tong

Conference Co-Chair
Natalia Lazarevic

Natalia Lazarevic

Conference Co-Chair
Yash Patel

Yash Patel

VP Corporate Relations
Mark Tullio

Mark Tullio

VP Development
Asya Levin

Asya Levin

VP Finance
Parminder Saini

Parminder Saini

VP Marketing
Timmy Kim

Timmy Kim

Associate
Aza Albogatchieva

Aza Albogatchieva

Associate
Pirasan Bhaskaran

Pirasan Bhaskaran

Associate
James Jung

James Jung

Associate
Gil Kvint

Gil Kvint

Associate
Sasa Stosic

Sasa Stosic

Associate
Ansh Kalra

Ansh Kalra

Associate
Chris Hon

Chris Hon

Associate

Become a Member

Events

Undergraduate Finance Conference

The Undergraduate Finance Conference (UFC) is a one-day conference hosting the top students from prominent business schools in Canada. This is a chance to meet some of the best and brightest young minds pursing financial careers at the forefront of the recruiting season.

The purpose of the conference is to bring together talented and passionate finance students, further develop their knowledge of the industry, and connect them with high-caliber industry professionals. UFC aims to educate delegates and provide coveted networking opportunities that will build a solid foundation for prosperous careers.

UFC delegates will enjoy events such as motivating keynote speakers, insightful workshops, Q&A segments with industry professionals and one on one interaction with finance professionals from a variety of companies during the networking cocktail and dinner. Satisfaction is guaranteed.

UFC 2012 featured representatives from BMO Capital Markets, National Bank Financial and CIBC World Markets who held workshops, as well as office and trading floor tours at banks such as RBC Capital Markets and Scotiabank Global Banking and Markets. This year, YFC seeks to set the bar even higher, and exceeding the precedent that has been set by this.

Career and Technical Workshops

YFC will be holding several workshops every month to help students who are interested in pursuing a career in finance. Whether it relates to career-oriented topics or investing fundamentals, YFC will have a workshop that will prepare you for the finance world. A list of some of the workshops we host:

  • Navigating Your Way To An Internship
  • Introduction to Informational Interviews
  • Introduction to Valuation
  • Introduction to Finance
  • Networking 101
  • Resume and Cover Letter Workshop
  • Investment Banking Bootcamp
  • Sales & Trading Bootcamp
  • Speed Mock Interviewing
  • And more!

 

Analyst Team

An analyst team is organized each year, consisting of five teams of three students, who are responsible for preparing one presentation from their respective sector, each month. Members are encouraged to learn from the analyst team as they provide insight into the mechanics of portfolio management.

Traditionally, the YFC Investment Portfolio has been comprised of member-contributed funding however, with the assistance of the administration from the Schulich School of Business; we are seeking to expand this initiative through an endowment fund, for the purposes of building an understanding of portfolio management and fundamental analysis over a sustained period of time. For more information about the analyst program, please visit the YUSIF link here [divider height="30" line="1"]

Market Talk

Keeping up to date with the global macroeconomic environment is critical to building a solid understanding of financial markets. Recognizing this fact, YFC started Market Talk, a biweekly update on recent stories, and aims to engage students in a forum for dialogue on topics such as key mergers and acquisitions, politics, and changing economic conditions. To supplement this experience, we also maintain an active forum online, where members are able to post interesting articles and their opinions on similar topics. [divider height="30" line="1"]

YFC Certification

The certification program was an initiative started to ensure that members were equipped with a basic knowledge of financial markets. YFC members are responsible for self-study of the Capital Markets Guides (written in conjunction with club executives and alumni), and you may test your knowledge of each of the 3 levels at any of the test dates offered throughout the year. Completion of the program requires completion of all 3 levels, and the levels must be completed in chronological order:

Level 1 – Investing Basics, Financial Markets

Level 2 – Fundamental Analysis, Technical Analysis

Level 3 – Investing Strategies, Equity Valuation

Mentorship

As a first or second year student, it is certainly daunting to think about what lies beyond graduation;however the experience is certainly easier when guided by an older student in the field. The new mentorship program has been designed to connect individuals in first and second year with upper year students who are well on their ways to successful careers in finance at firms such as CPP Investment Board, Morgan Stanley, and BMO Capital Markets.  As a mentee, they are given resources and direct contact with upper year students to guide them in their career path. As of right now, we currently have ten mentors, who are each assigned two mentees.

UFC 2015

The Undergraduate Finance Conference (UFC), hosted by the York Finance Club (YFC) is the quintessential event of York University’s finance community. Over the years, UFC has grown in both size and scope, and this year, the conference will unite 100 of the top finance students right in the heart of Canada’s financial centre. With events such as our signature evening networking cocktail, as well as company-exclusive networking sessions, various workshops, keynote speakers, and bank trading floor tours, our corporate sponsors will have the numerous opportunities to connect with the country’s top delegates.

Workshops

Delegates will attend specialized workshops hosted by our sponsors about various trends currently affecting the industry.

Office Tours

Take a peek into the offices and trading floors of the most prestigious banks right in the heart of Canada’s financial centre. 

Top-tier Sponsors

Our sponsors range from Canada’s top bulge bracket banks to boutique firms and hedge funds. 

Networking Mixers

Engage in numerous networking mixers with professionals working in capital markets to equity research. 

Last year’s conference had a second and third year focus and hosted 100 delegates in the heart of the financial district at One King West on October 30, 2014.

 

Sponsors

Last Year’s Sponsors

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Expect a variety of sponsors from top firms in the finance industry during 2015. A list of this year’s sponsors is coming soon, so check back often!

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