RAMA EXECUTIVE TEAM
Phuong is a CFA Charterholder and has a Master of Commerce from Macquarie University (Australia).
She has over 5 years of experience in investment banking and private equity in Vietnam, specializing in mid-market transactions and growth capital.
Phuong currently interns as a Private Equity Associate at Silverstone Capital. Her primary focus is on Software and Tech-enabled businesses.
Takura is a CFA charterholder and holds Bachelor of Commerce degrees from the University of Cape Town.
Prior to Rotman, Takura spent a year at Rezco Asset Management as an Investment Analyst covering global equities. Before that, he spent 6 years in Investment Banking at Goldman Sachs and Barclays Investment Bank advising on M&A and capital raising transactions.
For his summer internship, Takura is working at FAX Capital, an investment holding company, as an Investment Associate.
VP - Outreach
Jeremy holds a bachelor's degree in political science from Queen's University and is currently pursuing his CFA designation.
Prior to attending Rotman, Jeremy spent 3 years working in the Toronto private equity space, with exposure to growth-equity and M&A transactions in a variety of sectors. He also chairs a committee for the St. Michael's Hospital Young Leaders Board, an organization designed to raise money for the hospital.
For his internship, Jeremy worked with the investment team at Portage Ventures, a global fintech venture capital firm.
VP - Marketing
Vikki is a Chartered Professional Accountant, and holds a Bachelor’s degree in Chemical Engineering from The Hong Kong University of Science and Technology.
Prior to Rotman, Vikki worked in the deal advisory and private equity field in Hong Kong.
For her summer internship, Vikki was at Sun Life in their Private Fixed Income Team.
VP & CIO - RSIF
Kevin (Jong-Kyoung) Kim
Kevin holds a BSc in Mathematics and Management Science from Korea Advanced Institute of Science and Technology (KAIST) and is a CFA charterholder.
He has nine years of experience in both sell-side and buy-side with respect to performing fundamental research on Asian equities. Prior to Rotman, he had a one-year stint managing a small-size mutual fund.
In the summer, Kevin interned with CIBC Capital Markets, in Equity Research.
VP - Finance
Georgina has a Bachelor of Mathematics from University of Waterloo and she has passed the Level I and II exams for the CFA program.
Prior to her MBA, she has worked over 4 years in the private wealth management focusing on asset allocation strategy.
In the summer, Georgina worked with WinnerMax Capital as a buy-side Equity Research Associate in the Global Public Equity Team.
VP - Operations & Resources
Palak holds a Bachelors degree in Economics and Management from University of London.
Prior to Rotman, Palak worked at EY as an indirect tax analyst helping auto and aviation clients understand complex tax issues.
For her summer internship, Palak worked at SLC Management as a Private Fixed Income Summer Associate in the Real Estate Team.
VP - Professional Programs
Bill (Zhizhong) Bi
Zhizhong (Bill) Bi has a BBA in Finance from Saint Mary’s University and has passed CFA Level III Exam.
He has over 5 years of experience in Accounting and Operations. He also has more than 5 years of experiences investing in the stock market, ETFs and Mutual Funds.
VP - Portfolio Management
Gundave holds a Bachelor's degree in Economics and Finance from the University of London.
Prior to Rotman, Gundave had experience in a Chicago-based proprietary trading firm and also as a Valuations Analyst in EY where he focused on the Telecom and Real Estate sectors.
For his summer internship, Gundave worked at SLC Management in their Private Fixed Income team.
VP - Special Events
Ronke has a Bachelor’s degree in Economics from University of Lagos, Nigeria and is a CFA Charter holder.
She worked as an investment research analyst in Nigeria, where she initially covered the industrial goods sector for two years. Ronke was the leading analyst for the financial services sector, which she covered for six years, prior to Rotman.
For her summer internship, Ronke is working with the Corporate Banking team at CIBC Capital Markets.
VP - Private Equity
Kritika Nimesh has an Engineering and an MBA degree from the University of Delhi.
She has 5.5 years of experience in Investment Advisory at PwC India in Power and Utilities sector.
For the summer, Kritika interned at Gartner in the Strategy team.
VP - Digital Media
Vanathy holds a Bachelor's degree in Finance from the University of Wollongong in Dubai. She is also a CFA Charterholder.
Prior to Rotman, she worked in wealth management where she provided investment advice for high-net-worth clients in the UAE and India.
Vanathy’s summer internship is at CIBC, as a GLDP Summer Associate.
RSIF - Portfolio Manager
Thao holds a Bachelor's degree in Business from Fraklin & Marshall College (US) and a Master's degree in Finance from Villanova University (US).
Prior to Rotman, she worked in both sell-side and buy-side equity research for about 4 years. In her most recent role, she was a senior investment analyst at HSC, focusing on proposing investment recommendations and managing portfolios for high net-worth clients.
This summer, Thao worked as an investment management intern at Sarona Asset Management.
RSIF - Portfolio Manager
Michael holds a Bachelor of Commerce and a Bachelor of Computing from Queen’s University and has passed the CFA Level I exam.
Prior to pursuing his MBA, he spent two years working in private equity as an investment associate at Alignvest Private Capital.
Prior to joining Alignvest, he worked in investment banking for three years; most recently as an M&A analyst at BMO Capital Markets.
This past summer Michael interned at Letko Brosseau & Associates on their investment management team.
RSIF - Director
Brandon holds a Bachelor of Management with Great Distinction from the University of Lethbridge and he is a CFA Charterholder.
Prior to Rotman, Brandon worked as an Investment Analyst at Greenrock Capital Partners, IBV Capital, and Ewing Morris & Co. Investment Partners covering public equities.
RSIF - Director
Evan holds a Bachelor's of Arts with a specialization in Economics and is a CFA charter holder.
Prior to joining Rotman, Evan spent 3 years in the Wealth Management industry conducting research on a variety of investment vehicles ranging from public equities to alternative investments.
For his summer internship, Evan worked on the Equity Research team at Desjardins Capital Markets, with a focus on Diversified Industries.
Samuel has a B.Sc. in Accounting from Bowen University. He is a Chartered Accountant and has passed all three levels of the CFA Program.
He has 4 years of work experience in Corporate Finance and Assurance, where he provided strategic financial and investment consultancy services.
For the summer, Samuel interned at BCI in the Investment Strategy and Risk team.
Akhilesh is a licensed Professional Engineer and holds a Bachelor’s degree in Civil Engineering from the University of Mumbai and a Master’s degree in Structural Engineering from McGill University.
Prior to Rotman, Akhilesh worked as an engineering consultant within public infrastructure and provided high level engineering solutions and project management services to public sector clients, such as the City of Toronto, and various First Nations communities.
For his internship, Akhilesh will join Chrysalix Venture Capital in the fall as an Investment Associate.
Ayo has a BSc in Chemical Engineering but has spent most of his professional career in banking and financial services with primary focus in treasury and fixed income trading.
For the summer, Ayo interned in the Treasury ALM unit of CIBC.
Mankaran holds a Bachelors degree in Management Studies from University of Mumbai. Prior to joining Rotman, he worked as a strategy consultant with KPMG India and Grant Thornton Canada for five years.
In the summer, Mankaran worked with the investment team of Framework Venture Partners, a late stage VC firm in Canada.