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Analysts

Siddharth Rajeev, B.Tech (Electronics Engineering), MBA (Finance)
Vice-President - Head of Research
 
Siddharth started his career in Instrumentation and Electronics, mainly in the Energy sector, were he was involved in the design, data analysis and troubleshooting processes. After that he worked in the corporate finance department of a leading Investment Bank in Kuwait.
 
Siddharth holds a Bachelor of Technology degree in Electronics Engineering from Cochin University of Science & Technology, and an MBA (Finance) from The University of British Columbia. He is also a Level 2 candidate in the CFA program, and has completed studies in exploration and prospecting at BCIT.


Fundamental analyst Sid Rajeev, B.Tech, MBA, gives a presentation on Small Cap stocks and our Top Picks at the September 28-29, 2007, Small Cap Conference in Calgary.  Introduction of the presentation was given by Brent Todd of Canaccord Capital.  View the Presentation.

Amit Bandekar BS (Petroleum Engineering), MBA    
Analyst

Over the last seven years Amit has worked in some very challenging financial and investment capacities. He has worked for almost three years in the Real Estate industry with a specialization in the Hospitality and Lodging sector. He was primarily responsible for conducting valuation/ analysis of properties for acquisitions and portfolio management of assets. Prior to that, he co-managed an investment fund at San Diego State University. There he covered the energy and technology sector. Amit also worked in India for two years where he gained a good understanding of its economic drivers and risks.

Amit holds a Bachelor of Science degree in Petroleum Engineering from Pune University, India. He also has an MBA (emphasis in Finance) from San Diego State University. Currently he has passed all three levels of the CFA program.

Michael Casserly, MBA
Analyst

Mike has a decade of experience in the investment banking industry, working in corporate banking, advisory and portfolio management positions.  In this capacity Mike has performed fundamental analysis on a variety of companies, specializing in the energy sector, royalty trusts and income trusts.  

Mike holds an MBA in Global Asset and Wealth Management from Simon Fraser University and a Bachelors of Science (Economics) from McMaster University.   He is also a candidate in both the Chartered Financial Analyst and the Chartered Business Valuator programs.

Kevin Liu, BBA, BSc
Equity Research Associate

 Kevin holds a Bachelor of Business Administration degree (Finance and Accounting) and a Bachelor of Science degree (software engineering in computing science) from Simon Fraser University.  At SFU, he conducted security analysis in the Student Investment Advisory Service (SIAS) program to assist MBA students in the management of a fund.  Kevin has been a security trader in addition to his work experience in the supply chain unit of a technology company. Currently, he is a CFA level I candidate.   
 

Vincent Weber, B.Sc.
Research Associate - Mining
 

Vincent graduated from the University of Waterloo in the interdisciplinary Honours Science and Business program.  This has equipped Vincent with a unique blend of knowledge in technology, science and business, as well as information technology.  His educational experience also built the backbone for knowledge in geological research including regional deposit and structure mapping, sample interpretation and technical report writing.


David Wright, B.S. (Business/Finance), MBA, CFA
Analyst


David worked at a large investment bank on Wall Street where he worked as a research associate with Institutional Investor's top ranked oilfield services analyst.  Prior to this he was an associate in the investment banking division at Goldman Sachs.

David holds a Bachelor of Science degree in business administration (finance) from the University of Louisville and an MBA (finance and accounting) from Vanderbilt University.  He has passed all three levels of the CFA program.