Events

Monthly Speaker Event

Each month, ETC invites one to three ETC alumni, ETC analysts, or professionals to host a speaker event. In the past, we have hosted events discussing currency exchange, capital market movements during the pandemic, China’s capital market, the future of machine learning and so much more.

Group Coffee Chat

ETC hosts a series of group coffee chat determined to build meaningful connections between students and professionals. Each coffee chat is consists of ten ETC members as attendants and one professional as guest.

October -
ETC 101

To help our members start trading, ETC conducts its own trading course, Elite Trading Course 101. The course materials consists of basic trading theories along with fundamental analysis, technical analysis, and portfolio construction. The course is simple and basic to make sure everyone will be on board.

November -
Trading Competition

This event provides our members a chance to practice their strategies with fun. ETC hosts a three-month-period trading competition once a year. Participants compete with each other through virtual platform for a prize.

alphagamma-best-case-competitions-to-apply-for-in-2018-entrepreneurship-youth-opportunities-business.jpg — February -
Case Competition

To better help our members practice their analysis skill, ETC hosts a case competition or a case competition boot camp once a year. The case is usually based on the theory of value investing.

September & January -
Cocktail Party

After each recruitment, ETC will host a cocktail party exclusive to its members. In the event, new and old members gathered together with alumni to drink, chat, laugh, and network.

2021

Oct. 16th

[Competition] - Wealth Management

This year, the teams are asked to pitch a portfolio to a client with an interest in engineering/science-related company. The winning teams take home a cash prize of $1000. We are honored to feature Ellen JingYuan He from BC Research, Charles from Facebook and Uoft, Michael Lu from RBC, and Cora Chen from BMO to join the judging panel. Congratulations to the winning team: Kehao Kang, Houpeng Zhu, Charlie Hao, Junjie Cai, and Zhuoyi Zou!

Oct. 1st

[Cocktail Party] - Fall 2021

Hoooraaaay

Jul. 20th

[Speaker Event] - Private Equity and Venture Capital

ETC has the honor to have Boris Tsimerinov, CEO of Semper 8, as the speaker for this event. Boris has brought insightful comments on the industry and shared his personal experience in the industry. Here is a link to the recording, hope you enjoy it.

Jul. 24th

[Workshop] - Consulting Case Interview Break-down

ETC invites Saleem Bilal from Boston Consulting Group to share his experience. In this event, Saleem walks attendees through a consulting case and discussed tips for a consulting interview.

Jun. 27th

[Speaker Event] - Artificial Intelligence and Machine Learning

We have the honor to invite Seth Huang (Ph.D.), A.I. Strategist and founder of Aris Capital, for a session on A.I. and machine learning from the basic to the in-depth.

May. 2nd

[Educational Session] - Rotman Orientation

ETC invites upper-year Rotman students and Rotman alumni to speak with first and second-year Rotman students in helping them build their career path and succeeding throughout their academic journey.

Mar. 27th

[Seminar] - ETC Academy

ETC Academy makes part of their research results public in this semi-annual seminar. At this event, the team presents their quarter strategy review of the global macroeconomics and findings in the multi-factor model.

Mar. 20th

ETC X PCA (Consulting Association from Peking University), [Panel Talk] - Strategy Consulting

ETC partners with PCA to host a panel talk featuring consultants from both China and Canada to discuss the difference between the industry in the two countries. This time, we will be featuring Jonathan Xu from BCG, Sharon Gao from Accenture, Peter Xia from KPMG, Jane Li from BCG and Owen Ou from McKinsey & Company.

Mar. 13th

ETC X MMF e-Learning Program, [Panel Talk] - Capital Markets

ETC partners with one of our sponsors, MMF e-Learning Program on bringing a panel talk featuring Michael from RBC Asset Management, Greg Hajjar from Optimal Risk Advisor, and C from Goldman Sachs Sales & Trading to enlighten our students with their unique insights on the stock market, career path and so many more. Register now through https://lnkd.in/gbkSrrk.

Feb. 27th

ETC X R.A.I.N., [Educational Session] - Finance Recruitment

ETC partners with R.A.I.N on bringing an Educational Session about breaking into the finance industry.

Feb. 20th

[Group Coffee Chat] - Investment Banking

Guests: Calvin Kwong from CIBC Capital Markets & Eddy Ji from Morgan Stanley

Jan. 23th

[Group Coffee Chat] - Accounting

Guests: Wandi Zhu from PwC & Vivian Zheng from KPMG

2020

Nov. 21th

[Educational Session] - Resources for Rotman Students

Jerry Zhang and Wendy Wang are hosting our first ever educational session on utilizing the abundant resource provided by Rotman Commerce. The session covers the introduction of the five main database (IBISWorld, EMarketer, Capital IQ, FactSet & Investext) and other resources (Academic Services, Career Services & Student Life)

Nov. 2nd

[Competition] - Elite Trading Competition

The Elite Trading Competition starts on Nov. 2nd and ends on Dec. 9th. Over 60 individuals competed for a cash prize from trading on a virtual platform. The rule is simple, whoever has the highest return on the portfolio wins. Congrats to the winner: Kevin Wu.

Oct. 28th

ETC X Milestone - [Educational Session] Introduction to MMF (Master of Mathematical Finance)

ETC partners with one of our sponsors, Milestone on bringing an educational session on the MMF program featuring Nico Zhang from RPIA, Professor Luis Seco from UofT, Josie Valotta from MMF at UofT, and Greg Hajjar from Optimal Market Risk Management Advisors Inc.

Oct. 24th

[ETC 101] - Elite Trading Course Introduction

ETC 101 consists of 4 educational sessions covering the basic concepts in the capital markets, including Intro to Value Investing, Valuation Workshop (DCF & Trading Comps), Intro to Technical Analysis, and Intro to Portfolio Management. We are honored to feature Frank Yu from Ocealink, Frank Zhao from Citi, Elvis Du from CJC Markets, and Roxanne from CITIC Bank as our instructors.

Sep. 26th

[Speaker Event] - What is Artificial Intelligence

This event features Dr. Xuesong Zhang to introduce the world of artificial intelligence. The event covers 1) the history of A.I. and machine learning; 2) The future of machine learning in the application; 3) how to understand and study machine learning; 4) taking statistic or computer science backgrounds into machine learning

Aug. 16th

[Seminar] - ETC Academy

ETC Academy makes part of their research results public in this semi-annual seminar. This time, the two leading analysts from the team, Kevin Deng and Johnson Zhao cover mainly two topics: Intermarket Analysis and Machine Learning in Portfolio Optimization.

May. 17th

ETC X SavyPro, [Educational Session] - CFA, CSC, FRM, SAS, GMAT

ETC partners with one of our sponsors, SavyPro on bringing an educational session to introduce the most popular certificates for finance students. The session introduces CFA, CSC, FRM, SAS, GMAT in-depth to help our members find out which certificate is the best for them.

May. 2nd

[Speaker Event] - Recap of the Capital Markets under the Influence of the Pandemic

This event features Jack Chen from Ivey (MFE) and Sunny from Cambridge (Mphil) on discussing the major events and incidents that happened in the capital market in the past few months. The event divides into three parts: 1) comparison between now and similar historical moments; 2) recap of historical pandemics and their influence on the financial market; 3) analysis of possible risk-control portfolios in similar times

Mar. 13th

[Seminar] - ETC Academy

ETC Academy makes part of their research results public in this semi-annual seminar. This time, the leading analysts from the team discusses mainly four topics: Macro, Industry Level Market Insights, Technical Analysis, Principles of Designing Alpha, and Machine Learning on Portfolio Management.

Mar. 6th

[Speaker Event] - Introduction to Technical Analysis

The event covers four topics: 1) different types of financial products; 2) mindset for investing; 3) what is risk; 4) foreign exchange

Feb. 29th

[Competition] - Stock Pitch, Three Squirrels

This year, the teams are asked to create a stock pitch on the Chinese snack company, Three Squirrels. The winning team takes home a prize worth $800. We are honored to feature Steven from iA Financial and Yolanda from CPP Investment. Congrats to the winning team - Andrew Huangfu, Tom Tang, Lena Nie & Peiru Yang

Jan. 18th

ETC X WST [Speaker Event] - Finance Recruitment

ETC partners with one of our sponsors, WST on bringing a speaker event to help our members to break into the finance industry. It is our pleasure to have Steve from Goldman Sachs covering four topics in the event: 1) one day in Goldman Sachs; 2) what is in Investment Banking; 3) difference between the PE in the U.S. and Canada; 4) preparation for a PE interview

Jan. 10th

[Analyst Program] - Analyst Program 2020

Instructors: Frank Yu from OceanLink, Frank Zhao from Citi, Yvonne Liu from ETC Academy