media release

Media Advisory: Student investment fund showcase

May 26, 2011


Derek Moscato, Beedie School of Business, 604.671.4567,

Scott McLean, SFU Vancouver, 778.782.5151,

Simon Fraser University’s Beedie School of Business Student Investment Advisory Service (SIAS) fund, Canada’s largest student-run fund with a valuation of over $10.8 million, is hosting a public showcase to highlight SIAS’ first quarter performance, as well as the fund’s current economic and market outlook.

Members of the media are invited to attend this event, including a post-presentation reception, on Friday, May 27, at 3 p.m. at the Metropolitan Hotel in downtown Vancouver.

The SIAS fund’s first quarter performance review will include a keynote address from the President and CEO of Kinsale Private Wealth, Margaret Franklin.

Franklin is also the chair of the board of governors of the CFA Institute, a past president of the Toronto CFA Society, and a CFA charter holder. In 2010, the Women’s Executive Network named Franklin as one of Canada’s Top 100 Most Powerful Women.

The SIAS fund is one of the largest such funds in North America. Fully managed by student volunteers from the Master of Financial Risk Management program at SFU’s Beedie School of Business, the fund has an impressive annual return of 9.9 per cent and has seen astounding growth from $7 million to the current market-value of $10.8 million in the last seven years.

The wine and cheese reception will also include guests from RBC, Orbis Mutual Fund, HSBC, BMO, PI Financial, TD Bank Financial Group.

To RSVP for the event and for more information, visit,

When: Friday, May 27, 3 p.m.
Where: Vancouver Room (second floor), Metropolitan Hotel, 645 Howe Street, Vancouver
Who: SFU SIAS representatives, CEO of Kinsale Private Wealth Margaret Franklin
What: Public showcase of SIAS’ first quarter performance, keynote address from Margaret Franklin

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