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  • 26 Sep 2007 3:13 AM | Anonymous
    2007年8月下旬,加中金融协会“春晖计划”2007年赴内蒙古访问团访问了内蒙古自治区包头市,为包头市商业银行、中国人民银行内蒙古分行、内蒙古银监局等数家机构250多人举办了三天的国际金融演讲,取得了圆满成功。
    此 次活动是在中国教育部国际司、中国驻多伦多总领事馆和教育组、包头市商业银行、中央国债结算公司等单位的关心帮助下成行的。访问团成员有:黄厚本博士 (BMO,风险管理)、王体博士(RBC,固定收益)、蒋丹芃女士(Barclays,证券化)、黄丽娟女士(BMO,信贷风险)、王英猛博士 (CIBC,资产负债管理)、陈鑫源(CIBC,证券化运作)等6人组成。他们都是在其领域工作多年的专家。
    访问团出发前夕,中国驻多伦多总领事朱桃英亲切接见了访问团成员和部分CCFA领导。国家教育部领导在访问团到京当天就会见全体成员,勉励大家努力完成支援大西北的光荣任务。
    在包头演讲期间,包头市商业银行领导高度重视。阎董事长、金行长等多位银行高管尽力参加所有讲课,认真记录和积极讨论。
    三天时间虽然不长,但每位成员为自己能为中国的西部大开发贡献一点力量而高兴,为和当地同行结下的友谊而激动。
  • 26 Sep 2007 2:48 AM | Anonymous
    2007年9月22日,加中金融协会十多位会员和约克大学SCHULICH商学院的70多位MBA学生一起参加了“2007年加中金融协会导师制计划”正式开始的仪式。
    为 了帮助MBA学生尽快适应加拿大的金融业,加中金融协会今年推出了导师制,并选中约克大学SCHULICH商学院作为第一次的试点。此次计划由30位 MBA学生和加中金融协会近30位会员结成导师学员关系,采用多种形式帮助学生解答关于加拿大金融业的各种问题,为学生尽快了解和适应这里的工作、就业环 境和文化背景。
    王体会长特别介绍了协会的情况,鼓励大家通过这个活动互相学习,互相促进,为进一步体现协会的“三高”特色(即高教育水平,高就业层次,高道德规范)和回馈社会的价值观做贡献。
    协会的MARK LI,JULIANA DING和CHARLES CAI为此计划筹划了数月。约克大学SCHULICH商学院的东亚学生会(SEABA)也作了很大的配合和努力。

    请见报道: http://www.torcn.com/cache/49051.html
     http://www.worldjournal.com/wj-to-news.php?nt_seq_id=1598546
  • 19 Sep 2007 4:30 PM | Anonymous
    TCFA will host its annual meeting on October 27, 2007 at Columbia University in the City of New York. 

    This year our conference topic is “China and Global Financial Markets: Challenges and Opportunities”. With months of preparation, we have a very exciting program this year. 

    Jeffery Shafer, Vice Chairman of Citigroup Global Banking, and former Under Secretary of US Treasury, drawing his rich public and private sector experiences, will share his global perspectives.

    It’s hard to discuss financial markets in 2007 without mentioning subprime. Our panelists consist of an investor, an ABS strategist, a representative from rating agency, and a regulator. Through discussions, our panelists will try to address the topic “Subprime: What happened? What went wrong? What’s going to happen?” from their own perspectives.

    Is China stock market a bubble? What are the trends for China asset management and security industries? Senior managers from China will join us sharing their views on these topics. 2007 is also an eventful year for hedge funds and private equity funds. We have sessions addressing challenges and opportunities in these sectors from both USA and China.

    Professor Andy Lo from MIT will share his recent research results in hedge fund risk management and adaptive efficient market. The 2007 TCFA-CICC China Capital Market Best Paper Award competition invites high-quality research in all fields of finance that addresses or offers important implications for key issues in the development of China capital market. We will find out winners during this conference.

    There are a lot of uncertainties in current job markets. What’s the trend for Wall Street job market in 2008? We have representatives try to answer these questions.

    Reception, dinner and entertainment will help you relax and network.

    Please mark your calendars. We will provide details of the program and how to register in a later email.

    Thank you!
  • 15 Sep 2007 3:34 PM | Anonymous
    南京市人民政府代表团定于9月21日(星期五)18时在加拿大多伦多市的Novetel Mississauga举办“南京市政府吸引海外高层次留学人员座谈会”。活动的主要目的是通过座谈交流,鼓励海外高层次留学人员关注南京,以多种方式为 南京经济建设和社会事业发展提供智力服务。会议的主要内容:一是南京市政府鼓励海外留学人员创新创业政策推介;二是了解在加拿大的高层次留学人员所关注的 热点问题,以便使南京市更好地为留学人员提供针对性的服务。会后主办方提供Buffet。
    如果您具有硕士以上学历,并在软件、半导体照明、平板显示、新材料、生物医药、环保、农产品深加工、文化产业及医疗卫生等领域有5年以上实际工作经历,并取得较好业绩的高层次留学人员均欢迎参加此次座谈活动。
    多伦多座谈会地点:Novetel Mississauga,3670 Hurontario Street, Mississauga, L5B 1P3;电话:905-896-1000
    会务联系人:加拿大“杜威培训中心”张晓静女士(Donna Zhang);电话: 416-558-5145。
  • 29 Aug 2007 1:13 AM | Anonymous
    Dear CCFA members:

    CCFA is launching its first mentorship program in September. We introduce this program because we have witnessed strong demand for mentorship from both people ready to join the workforce and established professionals who recognize the importance of mentoring skills in developing their own careers.

    In this initial program, we have signed up over 30 students from Schulich school of business. They are very eager to leverage the extensive network and professional guidance our members could provide.

    Please contact Charles Cai (ccai@deloitte.ca) ASAP if you are interested in joining the CCFA mentor team.

    Below is a FAQ regarding the program. Please contact me for the Program Guideline and Application Form.

    Thanks to Mark Li and Juliana Ding who have spent many hours in bringing this program alive.

    Regards,

    CCFA Executive Team


    CCFA Mentorship Program FAQ

    Who can become mentors?
       You do not have to be a senior manager or above to be qualified as a mentor. A mentor is anyone who works in financial industry and is interested in sharing his/her experience and resources and helping the mentees. You may just joined the industry but do have valuable insights to share.

    How much time is required?
       The program is designed with felicity in mind. Generally, the relationship lasts about 4-6 months. Time commitment may be once, twice or more per month, depending on the relationship. It can be face-to-face, or through telephone.

    What if I want to change/terminate the mentorship?
       No problem. If you feel for whatever reason, the relationship is not suitable to continue, please let us know and we will try to either re-arrange or simply inform the other party that the mentorship is over.

    Am I obliged to find a job for the mentee?
    Absolutely not. As stated very clearly, this program is not for job placement.

    What makes a successful mentor?Professionalism is the most important factor. Please be frank, helpful, specific and patient.
  • 24 Aug 2007 9:59 PM | Anonymous
    August 9th Minutes re Seminar with Murina Chan:   

    Xiaobo Wang introduced briefly about Murina Chan.


    WCM and her personal life

    Murina Chan first became involved with WCM eight years ago. She attended events and joined the membership committee before becoming a director on the board 3 years ago.  She was recently appointed to the role of WCM Vice President in May 2007.

    Aside from work and personal activities, she also likes to give back to the community through volunteer work and fund raising for charities.

    She enjoys focusing on personal develop and building people skills to expand her scope and learn more. She achieved this through her time spent on WCM, especially during her time on the board.

    She values “balance” throughout her career. She started to focus more on her balanced life after starting on the fixed income trading desk at the Ontario Teachers’ Pension Plan. She started to workout during the morning time and paid more attention to a healthy lifestyle. Now she has completed marathons in different locations, such as New York, Chicago and she is currently training for a marathon in Hawaii.

    She also loves traveling as she travels for work purposes as well as for pleasure. 


    Career Life

    She completed her economics degree from The University of Western Ontario. She was shy at a young age being one of five girls in her family. To overcome her shyness, after university, she backpacked around Europe for a few months and lived abroad working in an accounting firm in London. A year later, she moved back to Toronto, joined National Bank, and started her CFA studies. Later on, she switched to OTPP to join the Finance Department in Swaps & Derivatives with a focus on financial reporting and valuations.


    Moving up within OTPP

    She started to build up her work relationships while she was in the finance group at OTPP. Two years later, she switched to the Research and Economics department doing programming and testing of regression models.

    During her time in the research group, she was also responsible for the board report which allowed her to communicate to many of the VP from different departments. She then landed her position in the fixed income department – trading floor after two years of proving her knowledge, people skills and work ethics in the research area.

    Being on the trading floor desk is different from reporting, valuation and programming work as it is more male-dominated the focus is on trading and making strong returns for the portfolio.


    Careers Tips

    Suggestion One: Communication styles differ among various departments. On the trading floor, do not take any comments personally as sometimes handling the traders communication style can be a challenge. Speak up to make sure you are being heard.

    Suggestion Two: Be an expert on something, i.e., knowing & owning a certain skill and proving your value (knowledge).

    Suggestion Three: Be “on top mind” of your boss so you can be noticed and remembered.  Book time with your boss on an on-going basis and let them know what you are working on. However, be professional and respectful of their time availability. When trying to discuss issues or when presenting a problem,  do convey the facts but also offer solutions/alternatives and the benefits of the resolution.  Be sure to offer value in your solutions.

    Suggestion Four: Get coaching. She started to have a life/career coach to help in attaining her goals in her career, such as moving to the next position level.  Also, while at WCM, she participated in the mentorship program and found a great mentor to help support her and offer suggestions in her development.


    What she is doing now?

    Murina has been at OTPP for 11 years and has worked in three different departments. She is currently the Assistant Portfolio Manager for the External Manager Fixed Income portfolio.  They analyze hedge funds and private equity style funds with a holding period for 5 to 7 years. Strategies in the portfolio may include buying distressed debt funds who invest in companies going through corporate restructurings and leveraged loan funds investing in companies going through a refinancing or M&A. The fixed income department has plenty of exposure in US, Europe and Emerging Market, and now looking for more opportunities in Asia.

    When selecting the fund managers, she looks for managers with experience, long track record and strong expertise in their strategies as it is the skill set and pipeline that is a key success factor. Also of importance is to examine when profit was made during certain market conditions, as well as the way losses were handled. 

    Legal and operational due diligence is performed on all funds. It may take a few months before a deal is closed because developing a long term strategic relationship is important in finding managers with similar investment styles consistent with the portfolio’s objectives.

    She also maintains contacts and builds relationships with the managers. It is critical through monthly calls and monthly reports to obtain full transparency on all the investments held in a fund. When investing in the manager, she needs to focus on the underlying assets, while most of the time the managers are not willing to share the information of the assets.  Though it can be challenging at the beginning, she is able to negotiate the full disclosure requirements by ensuring the information is used for risk monitoring purposes and the focus is on the risk of the fund’s exposure.

    She also sits on some of the funds’ investment committees to evaluate the credit quality of the investment names and approves deals that are allowed to be invested on behalf of the portfolio.


    OTPP and the market

    In the last few years, the fund and its portfolios have experienced superior returns. However, given the recent volatility in the markets, opportunities have shifted to take advantage new buying opportunities

    OTPP is comfortable with the short term volatility as the market does present some buying opportunities and it is confident in the long term outlook.
  • 24 Aug 2007 12:26 PM | Anonymous
    CCFA participated in China's "Chunhui Project", and is sending a delegate to Baotou, Inner Mongolia, for training Chinese bankers.
    The delegate has six members: Maggie Jiang (Barclay Capital Markets), Lee Huang (BMO), Ken Chen (CIBC), Michael Wang(CIBC), Houben Huang (BMO) and Ti Wang (RBC Capital Markets).
    The delegate will visit Baotou City Commercial Bank and run a seminar on modern financial products and risk management. The training will be between Aug. 27 and 30, 2007.
    On Aug. 20, Consul General Mdm Zhu Taoying met the delegate and wished a successful visit.


  • 17 Aug 2007 11:01 AM | Anonymous
    CCFA had a very successful BBQ on Aug 11.
    Over 100 people showed up. Thanks for Charles Cai, Mark Li, Juliana Ding, Huice Zhou and many others who organized the event. Also, students from York University, Brock University and other schools demonstrated big interests in CCFA and its programs.


    Please go to http://s243.photobucket.com/albums/ff158/the_ccfa/CCFA2007BBQ/
    for photos.
  • 07 Jul 2007 3:31 AM | Anonymous
    各在外留学人员社团组织及个人:     
         第二届“春晖杯”创业大赛自2007年4月6日启动以来,在海内外中国留学人员中引起了强烈反响。现应广大中国留学人员的要求,大赛组委会决定将第二届 “春晖杯”中国留学人员创新创业大赛的报名截止时间顺延至北京时间2007年7月30日,以便参赛者更好地完善商业计划书等报名材料,特此公告。有意参赛 的中国留学人员请抓紧时间在线报名,并于报名截止日期前提交参赛项目。第二届“春晖杯”创业大赛期待着更多留学人员的参与。 烦请贵会将此消息向会内外的中国留学人员广为宣传,推动更多有着回国创业梦想的中国留学人员报名参赛。我办特随函附上此通知,以供贵会宣传发文使用。
          感谢贵会对大赛的支持与推动! 大赛报名网站:中国留学网 www.cscse.edu.cn, www.cscse.com.cn
         大赛组委会办公室:教育部留学服务中心投资处
          联系人:汪天洁、张凤宇、戴争鸣
          电话:0086-10-82370953、0086-10-62317331
         传真:0086-10-82370953
         电子信箱:cyds@cscse.com.cn, cyds@cscse.edu.cn
     
                                                                   “春晖杯”创业大赛组委会办公室
                                                                                   2007年7月5日
  • 06 Jul 2007 12:03 PM | Anonymous
    Jacqui Szeto is the VP and Director at TD Securities Fixed Income Sales. She is an amazing chinese lady with enthusiasm and talent in all her endeavour. Besides her job in TD Securities, Women in Capital Market association, and as a young mother at home, she even founded her own small business that was ranked as Canada’s top 50 small businesses by Globe and Mail 2006. She brings together 16 years of working experience on the trading floor in Toronto and Hongkong, broad connections in the finance industry, and deep insights on how to move up the corporate ladder as minority.

    She has shared with the CCFA her career development  including how she:

            * struggled to merging with Canadian culture cos she is not allowed to talk with Chinese students in high school when she just came to Canada,

            * broke into the trading floor by proactively buying traders coffee to sit with them and observe their work as an mid-office intern student,

            * relocated to TD Hongkong in order to jump from retail, commercial to institutional money market sales, and working with central banks in Asia;

            * came back to Toronto, perfecting English, and again proved that hard working is able to make her succeed not only in Hongkong, but also in Toronto;

            * saw prospects in debt market and switched career to restart the client base in debt market from the scratch, always push up her limit;

     Because she encounter the same systematic barrier for minority in finance industry, here is her tips :

            * When in Roman, do as Roman's do. Blend into the western culture by watching 'American idol', making friends with non-chinese, and always improving English;

            * Find a mentor, be proactive in looking for senior people's honest feedback, in canada, no boss will tell you why you are bypassed by promotion or where to go;

            * Look out on how to brand yourself, try to jump out of Chinese's stereotype that 'quiet, work by himself, job security first, no need for promotion';

            * Dress well and social well at work,  networking and softskills put people ahead of others in the long run;

            * Be creative in solving problems for the boss, avoid throwing the boss unsolvable problems, never take things for granted or just do whatever told to do...

    Also she would like to recommend the following books   

           Straight from the Gut - Jack Welch ( former CEO of GE)

           The Tipping Point

           Good to Great

           Nice girls don't get the corner office/ Nice girls don't get rich

    She also recommend an innovative way to read as audio books since we can listen on the way to work or while excercising . these business related audio books are available online for itune stores or at the SpokenWords audio book store.

    Another accomplishment of Jacqui's is her own  small business: a shopping website www.goneshopping.ca

    It is nominated as Canada's top 50 small business in 2006, and now is again nominated as 'The SavvyMom Mompreneur of the Year Award'. If you like her speech yesterday, please go to the following link and give her your vote!  www.mompreneuraward.ca/MomBio.aspx?momID=209





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