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Tina [email protected]’s UniversityBachelor of Commerce–––Academics: Cumulative GPA of 4.13/4.30; Queen’s Chancellor’s Scholar, Stanimir Family Award, D.I. McLeod Dean’s List with DistinctionRelevant Courses: Advanced Corporate Finance (A ), Financial Accounting (A ), Management Accounting (A )Exchange: Completed winter 2020 semester abroad at Paris Dauphine University in Paris, FranceR.C. Palmer Secondary SchoolDogwood Diploma–Kingston, Ontario2017 – PresentRichmond, British Columbia2012 – 2017Recognized for highest grade in Business Education, Social Studies, Law, AP English Literature and AP Calculus Courses; 98% overall averagePROFESSIONAL EXPERIENCEHoulihan LokeyInvestment Banking Summer Analyst––––Completed an 8-week internship with the Financial Restructuring Group at Houlihan Lokey; returning full-time to New York officeBuilt a debtor-in-possession (DIP) financing study to compare different terms and fees across transactions; used to advise negotiationsCreated discussion materials for aerospace parts distributor with detailed company financials, capital structure and situation analysisExplored strategic alternatives for retail business, incl. business break-up and in-court equitization ( 1B- 5B Total Debt); built precedenttransaction analyses based on business segments to determine valuation range for spin-off and assisted in construction of presentation illustratingstandalone analysis of spun-off business unitOMERSSummer Analyst––––––Toronto, OntarioSummer 2019Completed a 16-week internship within the Global Equities division of the Ontario Municipal Employees Retirement System (OMERS), aCanadian pension fund managing 95B AUMBuilt operating models, discounted cash flow analyses and one-page investment summaries for holdings and watch-listed companiesArranged the weekly construction of the Global Equities Program’s portfolio performance slide decks by adding graphs and macro commentary;used by Head of Equities to address the CEO and CIOPrepared in-depth presentation on the insurance brokers industry by exploring key business drivers, valuation, summaries of key players andidentifying opportunities available in the space that aligned with investment strategyConstructed trackers for US banks’ dividend and buyback payouts, daily move of FIG portfolio holdings relative to market indices, as well as keymetrics and performance of MSCI constituentsCanalystSummer Analyst––––Los Angeles, CaliforniaSummer 2020Vancouver, British ColumbiaSummer 2018Completed a 16-week internship at an equity research and analytics firm within the Industrials groupMaintained updated financial models for a coverage universe of over 400 U.S. public companies; used by a client base of institutional investorsAnalyzed historical financial statements to generate actionable insights for future forecasts and model improvementsIndependently built detailed financial models that feature integrated live pricing (using Bloomberg, S&P Capital IQ API), company segmentinformation, operating statistics and inputs for company-specific driversWrote research reports on subsectors within industrials for internal database, covering subsector-specific metricsEXTRACURRICULAR ACTIVITIESQueen’s University Investment Counsel (QUIC)Chief Strategy OfficerKingston, Ontario2018 – Present–Selected as one of three executive members to lead a team of 35 students to manage a 1.8M portfolio of Canadian and U.S. equities on behalf ofthe Queen’s University Endowment Fund and Mackenzie Investments–Responsibilities include analyzing investment proposals brought forward by sector teams, conducting 80 interviews to hire the incoming analystclass, preparing presentations on investing and macroeconomic issues, liaising with stakeholder groups and spearheading eventsPortfolio Manager, Industrials–Prepare investment memorandums and holding analyses to present at QUIC public meetings on a tri-weekly basis to aid in the security selectionprocess and exploration of industry trends–Won the 2018 Deal Competition, acting as a mock M&A advisor on Metro Inc’s 4.5B acquisition of the Jean Coutu Group; prepared andpresented fairness opinion to a panel of institutional investorsADDITIONAL INFORMATION–––Awards: CFA Society Toronto Undergraduate Scholarship, JABC Celebrate Entrepreneurship Award, JABC Top Digital Marketing AwardConferences: CPPIB Women in Leadership (2018), Credit Suisse Steps to Success (2018), Goldman Sachs Los Angeles Insight Day (2019)Leisure Activities: Queen’s Dance Club (urban dance), yoga, flute and piano (ARCT certified), art history, fantasy and sci-fi novels

QUEEN’S UNIVERSITYINVESTMENT COUNSELSenior Portfolio Managers3

James Boulter226.668.1557 [email protected]’s UniversityBachelor of Commerce––Kingston, Ontario2017 – PresentRelevant Courses: Financial Statement Analysis & Accounting Based Valuation (A ), Introduction to Finance (A), Principles of Economics (A)International Exchange: Completed winter 2020 semester abroad at Universidad Carlos III de Madrid in SpainPROFESSIONAL EXPERIENCEBurgundy Asset ManagementInvestment Analyst Intern–––––Completed a 17-week summer internship within Burgundy’s 33-person Investment Team in 2019; accepted a return offer for summer 2020Continued working remotely throughout the 2019-2020 school year, completing select research assignments for the U.S. Large Cap teamSummer 2020: Select Project Experienceo Constructed a new file on Procter & Gamble for the U.S. Large Cap team; analyzed management’s organizational turnaround strategy,conducted diligence on P&G’s emerging China business and evaluated P&G’s e-commerce strategy across key brands (Gillette, SK-II)§Concluded the turnaround strategy should be successful, resulting in the initiation of a 3% position in the American Equity Fundo Worked with European Small Cap PM to assess risk factors faced by Medica Group, a U.K. teleradiology firm and core portfolio holding;interviewed industry experts to assess the impact that AI will have on radiology and root causes behind the U.K. radiologist shortageFall 2019 / Winter 2020: Select Project Experienceo Wrote a deep-dive report on TripAdvisor’s “Experiences” segment; evaluated management’s initiatives to strengthen product-market fitand analyzed competitive threats facing the segment (Airbnb, Booking.com, Google)§Determined that although TripAdvisor had developed a sustainable scale advantage in Experiences, the long-term earnings power ofthe segment was too uncertain to justify an investmentSummer 2019: Select Project Experienceo Independently researched and led the construction of a new file on Linamar, a Canadian auto parts manufacturer; profiled the company’shistoric evolution, assessed its current investment merits and compiled 60 years of data to create a forecast for normalized future auto sales§Determined that business quality and industry economics had improved since the Great Recession but that production levels werenear cyclical highs; presented findings to Burgundy’s Chief Investment Officer, Director of Research, and Canadian Large Cap teamo Analyzed the United Technologies–Raytheon merger for the U.S. Large Cap team; created a 52-page report detailing transaction terms,strategic rationale, potential for synergies and the financial profile of the merged entityRBC Royal BankClient Advisor–––Toronto, Ontario2019-2020Owen Sound, OntarioSummer 2018Completed an 18-week internship in the Personal and Commercial Banking division; received a summer 2019 return offerDelivered professional and insightful service to over 50 clients on a daily basis, concluding internship with:o 570,000 in referred business to mortgage and investment specialists, exceeding intern role expectationso 150,000 in secured client investment purchases, surpassing assigned summer sales targetsReceived client satisfaction survey scores of 100% each month; regionally recognized by management for retailing excellenceEXTRACURRICULAR ACTIVITIESQueen’s University Investment Counsel (QUIC)Analyst (Consumers)––Work with a team of 35 students to manage a 1.8M portfolio of Canadian and U.S. equities on behalf of the Queen’s University EndowmentFund and Mackenzie InvestmentsPrepare investment memorandums, stock pitches, and holding analyses for the 160,000 Consumers portfolio to present at QUIC publicmeetings on a tri-weekly basis; recent pitches include Sleep Country, Canada Goose, Costco Wholesale, Lowe’s Companies, and Dollar GeneralQueen’s Varsity Swim TeamVarsity Athlete––Kingston, Ontario2017 – PresentTrain six times per week throughout the academic year (12 hrs/week); represent Queen’s at collegiate swim meets across Ontario2019 OUA Swimming Championships finalist (200m Backstroke); 4-time national and provincial level finalist before competing with Queen’sOil Thigh Designs (OTD)Business Consultant––Kingston, Ontario2019 – PresentKingston, Ontario2019 – PresentInternal consultant for a retail business generating annual revenues over 150,000 with all net proceeds donated to charitable organizationsOrganized and launched OTD’s first-ever summer sale and monthly newsletter, collectively generating over 2,000 and securing 307 subscribersADDITIONAL INFORMATION–––Professional Certifications: Canadian Securities Course (CSI / Moody’s Analytics) completed in Summer 2018Volunteerism: Rotary Club of Wiarton community volunteer; former member of high school Rotary Interact ClubInterests: Piano (Gr. 8 RCM certified), biographies (Railroader, Shoe Dog), podcasts (How I Built This, The All-In Podcast), European travel

Will [email protected]’s UniversityBachelor of Commerce–––Academics: Cumulative GPA of 4.07/4.30; recipient of D.I. McLeod Dean’s List with Distinction (top 10%), nominated for the Chancellor’sC.A. Dunning Scholarship for achieving exceptional academic performance amongst second-year coursesRelevant Courses: Business Decision Models (A ), Finance I & II (A ), International Business (A ), Managerial Economics (A )Exchange: Completed winter 2020 semester abroad at IE School of Business in Madrid, SpainColonel-By Secondary SchoolInternational Baccalaureate–Kingston, Ontario2017 – PresentOttawa, Ontario2013 – 2017Completed IB diploma with a score of 43/45, achieving the 99th percentile of all candidates worldwidePROFESSIONAL EXPERIENCECPP Investment BoardSummer Analyst–Completed a 12-week internship with the Direct Private Equity team at CPP Investment Board, a global investment manager with 410B inAUM, with the Industrials, Consumers and TMT teamBurgundy Asset ManagementSummer Analyst––––Central, Hong KongSummer 2018Selected as one of 40 summer interns out of pool of 5,000; youngest intern and sole successful Canadian candidateChosen by Sector Head to lead a team of 5 in creating a business case to present the strategic feasibility of developing an HKEX-based CentralSecurities Depository and mitigating the risk of an opening Chinese marketDeveloped a deep-dive report based on financial data regarding economic conditions in Malaysia and major competitors; report was presented tosenior VP and resulted in an increased transaction volume of 87% from a Malaysian bank clientÜ-GroCEO––Toronto, OntarioSummer 2019Completed a 17-week internship with Burgundy Asset Management, a global investment manager with 30B in AUMIndependently screened, researched and presented a 34-page report on an emerging markets exchange to the firm CIO and PM, ultimatelydetermining that the strength of the economic moat was sustainable at a cheap valuation, leading to a buy positionPrepared a 40-page report on a sports apparel distributor in Hong Kong assessing the competitive positioning of its brand, distribution network,and intrinsic value to ultimately determine the fashion risk was too highHong Kong Exchanges and Clearing Limited (HKEX)Market Development Intern––Toronto, OntarioSummer 2020Ottawa, OntarioSummer 2018Founded the company Ü-Gro to develop a solution regarding food insecurity within Canada's metropolitan regionsSpearheaded and led a team of 15 to design, create and market a vertically-integrated garden to pitch in front of Lakehead University; received 8,000 in funding and generated 12,000 in revenue upon integration of the product within the universityEXTRACURRICULAR ACTIVITIESQueen’s University Investment Counsel (QUIC)Senior Portfolio Manager (TMT)–––Work with a team of 35 students to manage a 1.8M portfolio of Canadian and U.S. equities on behalf of the Queen’s University EndowmentFund and Mackenzie InvestmentsLead a team of 4 students to prepare stock pitches and investment memorandums to present at QUIC’s public meetings; formulate and execute asector-specific investment strategy for the Technology, Media, and Telecommunications portfolioCompleted a 16-week summer analyst training program consisting of reading extensively on investing, building financial models and writingreports on independent investment ideas, market irrationality, economic moats and management incentivesCommerce Executive on OrientationLeadership Director–––Kingston, Ontario2019 – PresentKingston, Ontario2018 – PresentDirected the hiring process of 260 students, selecting and independently training 64 leaders in successfully transitioning the Class of 2022Spearheaded a charitable campaign that raised an accumulated 20,000 and 10,000 social media views, increasing reach by 80% YoYRevamped an education program to teach orientation leaders in a TED-talk format on topics including humility, resilience, failure, accessibility,diversity, and teambuilding to 64 studentsADDITIONAL INFORMATION––––Athletics: Rowing – 1st nationally of 85 teams, 14/306 internationally, rowing captain and provincial record-holder; OFSAA rugby team captainLanguages: Business proficiency in French (DELF B2) and Mandarin (International Certificate)Arts: Piano ARCT, 2017 Kiwanis Ontario 2nd place, OCDSB Slam Poetry Finalist “I remember”, Young at Art 2017 Acrylics Award “Home”Interests: Mixed martial arts, producing electronic dance music, psychology, oil painting, football, hockey, backpacking

Deven [email protected] University School of LawJuris Doctor (JD) / Master of Laws (LLM)Queen’s UniversityHonors Bachelor of Commerce (B.Com)–––Durham, NC2021 – 2024Kingston, Canada2017 – 2021Academics: Cumulative G.P.A. of 4.16/4.30, D.I. McLeod Dean’s List with Distinction (top 10% of class academically) in all yearsRelevant Courses: Derivative Securities (A ), Finance (A ), Calculus (A ), Statistics (A ), Accounting I & II (A ), Economics (A )Exchange: Completed the winter 2020 semester abroad at the University of New South Wales (UNSW) in Sydney, AustraliaPROFESSIONAL EXPERIENCEEvercore PartnersInvestment Banking Summer Analyst–––Completed a 10-week internship in the Mergers & Acquisitions (M&A) groupDeveloped a portion of the valuation model, prepared and presented a debt financing option report, and recorded notes from daily client updatecalls pertaining to a 400 million buy-side acquisition led by the Telecommunications TeamResearched over 20 potential acquisition targets in the sanitization product market based on synergy potential using preset criteria for a client andprepared a presentation for an acquisition target pitch led by the Consumer & Retail TeamBurgundy Asset Management Ltd.Summer Investment Analyst––––Toronto, CanadaSummer 2019Completed a 17-week internship in the investment department of Canada’s premiere value-focused asset manager with 34B in AUMWorked with the European equities portfolio manager to write reports on the profitability decline of a Finland-based construction company, thecompetitive advantage of a London-based software-as-a-service business and the business models of newly listed biotechnology companiesWorked directly with the analysts and portfolio manager of the U.S. Large-Cap team to conduct due diligence on portfolio holdings and newinvestment ideas using Bloomberg, S&P Capital IQ, broker notes, expert networks and management meetingsWrote a 50-page investment analysis on Tiffany & Company (NYSE:TIF) that analyzed management’s corporate strategy, evaluated competitiveadvantages and included a 20-year operating model after conducting intensive research that included a 1-on-1 expert call with the former CEODeloitte LLPAssurance Intern–––New York City, NYSummer 2020Toronto, CanadaSummer 2018Completed a 12-week internship in the advisory practice, working with the transaction advisory and public audit groupsReconciled discrepancies in the operating model for a California-based agriculture company completing a 50M initial public offeringAudited the financial statements of one of the largest publicly-traded asset managers in the world, ensuring line items within SEC and OSC filingswere compliant with regulatory standardsEXTRACURRICULAR ACTIVITIESQueen’s University Investment Counsel (QUIC)Senior Portfolio Manager (Industrials)––––Work with a team of 35 students to manage a 1.8M portfolio of Canadian and U.S. equities on behalf of the Queen’s University EndowmentFund and Mackenzie InvestmentsCollaborate with a team of 4 students to prepare stock pitches and holdings analyses to present at QUIC’s public meetings and to aid in thesecurity selection process for the Industrials sector’s 120,000 portfolioCompleted a 16-week summer analyst training program that consisted of reading extensively on investing philosophy, building financial modelsand writing reports on independent investment ideas, market irrationality, economic moats and management incentivesActed as a mock M&A advisor to Metro on its merger with The Jean Coutu Group for QUIC’s annual Deal Competition, presenting a fulltransaction analysis with a team of analysts to a panel of institutional investors using a merger model and relative valuation techniquesQueen’s Private Capital GroupProject Manager––Kingston, Canada2018 – PresentKingston, Canada2017 – 2020Provided pro-bono advisory services to private equity firms with a team of 30 Queen’s students in the form of financial research and analysisDeveloped full market analyses for OMERS Private Equity and iNovia Venture Capital with a team of 4 students that included identifyingacquisition targets, formulating investment recommendations, and preparing presentations to senior members of the firms’ investment teamsADDITIONAL INFORMATION–––Athletics: Competed in the province of Ontario’s highly-competitive, “Elite-Level” soccer league for 8 seasons and coached a younger teamupon retirement, active member of the Golf Association of Ontario for 5 seasons, played in Ontario’s “AA” basketball league for 2 seasonsAcademics: Served as a Teaching Assistant to Dr. Christopher Miners for Organizational Behavior and Professor Blair Robertson for CorporateFinance to run tutorials and assist with grading final examinations and term papersScholarships: CFA Society Undergraduate Finance & Economics Scholarship (2020), Queen’s University Excellence Scholarship (2018)

Bronwyn [email protected]’s UniversityBachelor of Commerce (Honours)–––Academics: Cumulative GPA: 4.16/4.30, (A in relevant courses including: Finance II, Introduction to Finance, Introduction to FinancialAccounting, Introduction to Management Accounting, Managerial Economics, Managerial Statistics and Principles of Economics)Awards: Selected as one of 50 recipients out of the undergraduate class ( 4500) of the Queen’s Chancellor’s Scholarship, a major admissionaward for academic excellence, leadership and creative thought; Masani Scholarship for high academic standing, community service or smallbusiness entrepreneurship and international exchange participation; D.I. McLeod Dean’s List or Dean’s List with Distinction recipient each yearInternational Exchange: Completed a semester at Bocconi University in Milan, Italy in the winter of 2020Point Grey Secondary SchoolDogwood Diploma––Kingston, Ontario2017 – PresentVancouver, British Columbia2012 – 2017Attended Point Grey Mini School, an enrichment program which offers accelerated and advanced courses to 30 selected students per gradeRecipient of 30 awards and certificates including 7 graduation awards for academics, athletics, service and leadership; 92.4% graduating averagePROFESSIONAL EXPERIENCEEvercoreSummer Investment Banking Analyst (Mergers & Acquisitions Division)–––Completed a 7-week internship at Evercore, a premier, global, independent investment banking advisory firmCreated and utilized complex financial models and created client-ready presentations to present the material in a digestible formatWorked with the Consumers and Metals & Mining teams and gained significant experience in the Microsoft Office SuiteRBC Phillips, Hager & North Investment Management (PH&N)Summer Analyst (Fixed Income Division)––––Vancouver, British ColumbiaSummer 2019Completed a 16-week internship at RBC PH&N, an investment management firm with over 106B in assets under managementResear

Nov 11, 2020 · Tina Fang [email protected] EDUCATION Queen’s University Kingston, Ontario Bachelor of Commerce 2017 – Present – Academics: Cumulative GPA of 4.13/4.30; Queen’s Chancellor’s Scholar, Stanimir Family Award, D.I. McLeod Dean’s List with Distinction – Relevant Courses: Adva