莉莎,你好,
先来回答您的问题.那位专业分析师是我先生的朋友,在温哥华短短逗留几日,我们争取让仔仔拜会了两次,其间就我们关心的问题咨询一遍.该分析师是业界翘楚,连续几年业绩都是TOP1.在选人用人和带人方面很有一套.虽然没有具体到孩子选课的细节,但详细说明了招人要过三关:先看学历,国内国外名校,硕士学位;符合条件的有面试机会,先由高层第一轮;再有中层第二轮;最后还要笔试.这道道关过下来,人的各种各样的能力都试得七七八八.一但录用,前三月跑各家各户上市公司,写分析报告,如果OK,才可正式工作.孩子独立工作能力至关重要,这就牵扯到孩子的社会活动能力.这个社会的商业行为就是人与人沟通DEAL的过程,所以鼓励孩子尽早尽可能地走向社会去锤炼,再苦再难都不退缩.
谢谢天使妈妈的进一步介绍。
如果你的孩子最终决定去UBC学商学，我觉得这个节目蛮合适他的，不过竞争也很强，2009年只招了5位学生，3女2男，你家仔仔很有优势的。
Portfolio Management Foundation (PMF)
The Dean of Commerce (UBC) Portfolio Management Foundation (PMF) is a two-year extra-curricular program for BCOM students that begins at the end of their second year of university. It consists of two summers of internships, an academic year as a “Research Associate” (assisting the students one year ahead in the program) and an academic year as a “Fund Manager.” The FMs’ and RAs’ task is to add value to a real portfolio of stocks and bonds, currently valued at about $3.7 million.
In addition, PMF students must meet with the PMF Client Committee six times per year to report their performance, explain their current portfolio structure, forecast the capital markets and provide a strategy for the near future. To help them run the portfolio and get career guidance, the PMF students have access to 17 PMF Counselors, investment professionals in Vancouver who give their time to the PMF students as needed. The total time commitment to the program during the academic year is easily 20 or more hours a week.
The summer internships provide tremendous learning opportunities. Last year’s employers in Toronto were: Canada Pension Plan Investment Board, Guardian Capital Inc., Merrill Lynch Canada, PCJ Investment Counsel, Marret Asset Management, TD Asset Management and West Face Capital. In Vancouver, the employers were CAI Capital Management Co., Deans Knight Capital Management Ltd., Odlum Brown and Phillips, Hager & North Ltd. One student worked in Victoria at the B.C. Investment Management Corporation.
The PMF portfolio is a balanced portfolio with suggested weights of 30% bonds and 70% stocks, although the Fund Managers may vary the asset mix based upon their beliefs about stock and bond markets. Of the 70% in stocks, about 25% of that is invested in US securities. The Fund Managers are free to trade the portfolio within broad guidelines set by the Client Committee. Performance is measured both against a benchmark portfolio return and against the performances of other professional managers in Canada with similar mandates.
RBC Dexia Investor Services Trust, our custodian, holds our securities and cash and they also provide performance measurement services. Trading is done through Qtrade Investor, an on-line discount trader, Merrill Lynch Canada, TD Securities, RBC Capital Markets and other brokerages.
Portfolio analytics are made available to the PMF students by Computerized Portfolio Management Services Inc. and Capital IQ and research is provided by many of the Canadian brokerages, plus INK Research and Accountability Research Corp.
Job opportunities for graduates of the program are very good. PMF alumni, known as Leslie Wong Fellows, are employed in the capital markets in Vancouver, Toronto, Montreal, Calgary, New York, San Francisco, London, Hong Kong, Singapore and in many other locations. There is an almost even split among graduates between “buy-side” jobs with money managers and “sell side” jobs as traders, analysts or investment bankers.
The PMF symbol indicates the two-sided nature of the program: strong academics combined with skilled professional support. The two sides are, importantly, smoothly linked to provide a very special education that a PMF graduate is able to apply to begin a successful capital markets career.
http://www.ubcpmf.com/introduction.html
很困惑。俺家孩子也有这个打算，俺掰了他几年，还没掰过来，不过答应会先打牢数理基础，其他再说。
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