The Fund
Events & Initiatives
YUSIF's events extend the Fund's investment and educational work beyond weekly meetings. Analysts present research to mentors and the Schulich community, represent the Fund at external competitions, and attend sessions with investment professionals.
On the calendar
Annual calendar
YUSIF's calendar includes formal stock-pitch events, recruitment activities, competitions, and guest-speaker sessions.
During the academic year
Mentor pitch event
Analysts present a stock pitch to a panel of Fund mentors and investment professionals. The discussion focuses on the investment thesis, valuation, key assumptions, and principal risks.
During the academic year
Public pitch event
Analysts present selected research to the broader Schulich community, covering the business, investment thesis, valuation, and risks. The event also introduces prospective members to YUSIF's research process.
Every September
Club Week
YUSIF participates in Schulich Club Week each September to introduce students to the Fund, its analyst program, and the recruitment process.
Competitions
External competitions
YUSIF participates in student investment conferences and stock-pitch competitions in Canada and the United States.
Toronto, October 2025
CIBC Mellon Student Investment Fund Conference
At the second annual CIBC Mellon Student Investment Fund Conference, held at CIBC Square, YUSIF presented a buy recommendation on Stella-Jones before more than 400 students, faculty, and industry professionals. The team received the Audience Choice Award.
400+
Attendees
Audience Choice
Award
Alta Fox Capital, 2026
Undergraduate Small-Cap Stock Pitch Competition
YUSIF was selected as a finalist in the 2026 Alta Fox Undergraduate Small-Cap Stock Pitch Competition and presented in Fort Worth, Texas, alongside teams from universities around the world.
Finalist
Result
Fort Worth, Texas
Location
Speaker sessions
Guest speakers and panels
YUSIF hosts investment professionals throughout the academic year and participates in events organized by institutional partners, including CIBC Mellon and IMCO. Sessions cover investing, markets, and careers in finance.
- Simon Utkala, CFA, CPA, CA Chief Investment Officer, Leo DelZotto Family Office Career development in investment management
- Matt Wallace CIBC Capital Markets Markets and structured products
- John Di Re Managing Director, Fundamental Equities, IMCO Portfolio management and valuation
- Senior mentor sessions YUSIF Fund mentors Portfolio review and pitch feedback
Past panels and workshops
2021
Public Equities Panel
- Yash Patel Sirenia Capital Management
- Ashok Sivamohan Instacart, formerly Goldman Sachs
- Stuart Tabor Sionna Investment Managers
2021
Investment Approaches
- Dave Chan Mackenzie Investments
2020
Introduction to Investment Management
- Lambros Tetoros Cypress Point Investment Management
ESG
Responsible investment considerations
Environmental, social, and governance factors are considered where they may affect a company's operating performance, valuation, or risk profile. These considerations form part of the Fund's broader company and industry research rather than a separate scoring exercise.
Research and sources
Analysts review company filings, proxy statements, sustainability reports, and other regulatory disclosures. The analysis considers board composition, executive compensation, ownership, regulatory exposure, environmental liabilities, and workforce practices. Third-party ESG ratings may supplement, but do not replace, the Fund's own research.
Sensitive business activities
Analysts consider a company's exposure to controversial products and business practices as part of the investment review. These considerations are evaluated alongside financial, operational, and governance risks.
Governance and alignment
Analysts assess management's operating record, capital allocation, incentives, ownership, and treatment of minority shareholders. Material governance concerns may outweigh an otherwise attractive valuation.
