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Education     Experience     Engagement

 

We provide students with real work experience in the financial field. We promote effective and comprehensive financial practices to investment our capital and expand our growing portfolio. We pride ourselves in helping students succeed in today's business environment while providing opportunities to network in the community. 
 

Tuesday March 6, 2018 at 12:00PM to 1:00PM, EME 4116

CFA Okanagan Luncheon

The CFA Society Okanagan will be coming to UBCO to talk about the Chartered Financial Analyst program and how it can help your career. If you are interested in attending please confirm your attendance with Lena Dombrosky ASAP at lena.dombrosky@ubc.ca as the number of seats (and the slices of pizza) will be limited.

Tuesday March 13, 2018 6:30pm-7:30pm, EME 1101

Sector Heads Meeting

Weekly/bi-weekly Sector Head meetings for updates about the portfolio.

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The purpose of the University of British Columbia Portfolio Management Group is to provide students with knowledge in investment management, develop practical investing skills, and gain experience by applying these skills in the markets

Our goal is to help UBC Okanagan students that are interested in a career in the financial services industry by providing support, resources, and opportunities so that they can be successful in their careers

Oct. 1, 2017
PMG Bootcamp:
This year's PMG Bootcamp was today from 10am-4pm. At the bootcamp we explained a little more about the club, the fund, investing, and stock pitches.
 
If you missed Bootcamp you can download the slides below 
The UBCPMG Handbook
The PMG Handbook contains everything anyone interested in the club needs to know.
 
Everything about the club, what we're about, what we do, what we believe in, as well as our investment philosophy, portfolio management strategies and investment analysis lessons have all been compiled into one document. Download your copy below!
Oct. 29, 2017
Quantitative Analysis Tutorial at Nov. 7 Sector Head Meeting, EME 1101 6:30pm
At the sector head meeting on Nov. 7 we will be going over the basics of quantitative analysis (ratios, multiples, valuation) to use in making stock pitches
 
Tuesday November 7, 6:30pm to 7:30pm in EME 1101
Mar. 5, 2018
PMG Fund Report - October 25 to February 26
This is a report on the performance of the PMG portfolio from October 25, 2017 to February 26, 2018.
The fund has made a return of 6.29% to date.

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