About
Articles by Yinan
Activity
15K followers
Experience & Education
Licenses & Certifications
Projects
-
Van Berkom JMSB Case Competition - 1st Place
A premier case competition focused on small cap investment, providing graduate-level business/finance students across Canada with an opportunity to showcase their ability to analyze financial business cases, develop strategic recommendations and propose investment strategies that reflect the rigorous research, analysis, risk management and selection processes that allow small-cap firms to maintain long-term growth.
This case competition is inspired by the investment philosophy and…A premier case competition focused on small cap investment, providing graduate-level business/finance students across Canada with an opportunity to showcase their ability to analyze financial business cases, develop strategic recommendations and propose investment strategies that reflect the rigorous research, analysis, risk management and selection processes that allow small-cap firms to maintain long-term growth.
This case competition is inspired by the investment philosophy and strategy of Van Berkom and Associates Inc. (www.vbassociates.com), a respected specialist investment firm solely dedicated to the management of small-cap portfolios. The company's close involvement (Case development, judge panel, feedbacks) in this competition acts as a valuable complement to the business education of the participating students.Other creators -
Portfolio Management Competition - 1st Place
-
As the Asset Management Association’s flagship competition, this is the only competition of its scale and duration at Rotman. The goal of the competition is to achieve the stated risk and return objectives for an endowment fund, judged based on both portfolio performance and strategy.
During the competition, we applied top-down research to optimize the sector weights, conducted bottom-up DCF/Comparable analysis to select stocks (creating "views"), and constructed Black-Litterman Model…As the Asset Management Association’s flagship competition, this is the only competition of its scale and duration at Rotman. The goal of the competition is to achieve the stated risk and return objectives for an endowment fund, judged based on both portfolio performance and strategy.
During the competition, we applied top-down research to optimize the sector weights, conducted bottom-up DCF/Comparable analysis to select stocks (creating "views"), and constructed Black-Litterman Model from ground up with Mean-Variance Optimization to optimize stock weightings.Other creatorsSee project
Languages
-
English
Native or bilingual proficiency
-
Chinese
Native or bilingual proficiency
Recommendations received
84 people have recommended Yinan
Join now to viewOther similar profiles
Explore collaborative articles
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
Explore More