About the Lab

In recent years, world financial markets have grown exponentially in size and exposure. With increasing globalization, market and company developments require rapid, accurate, and sophisticated in-depth analysis. To enhance its competitiveness in this environment and to further its reputation for academic excellence, the Rotman School of Management has developed the BMO Financial Group Finance Research and Trading Lab. This high-tech facility enables students, faculty and staff to interact with the global financial community and its resources in a real-time setting.

For training sessions, the Lab has 71 dual flat panel stations equipped with Factset, S&P Capital IQ, and real-time data feeds, six Bloomberg terminals, two media/data awalls and an integrated sound system. In addition, the Lab has a growing stock of custom-designed applications software. For example, trading and risk management simulations are conducted using Rotman Interactive Trader; and portfolio management training using Rotman Portfolio Manager. Research databases include NYSE's TAQ, TSE (CFRMC), Compustat, CRSP, and Datastream.

Students' training will be enhanced by providing access to worldwide information on fundamentals, research, news and prices, as well as by using industry applications. This allows students to implement the material they are learning in the classroom. In addition, according to Founding Director Tom McCurdy, "a primary objective of the Lab is for participants to learn how to make good financial decisions in complex environments taking account of, and managing, uncertainty about the future. Our simulation-based learning applications are designed to achieve this objective. For example, our RIT cases provide an opportunity for students to learn how to develop robust strategies that work well across the whole range of potential outcomes. Our learning-by-doing approach is a foundation for learning how to learn which supports life-long learning and innovation."

This state-of-the-art multi-function laboratory creates new opportunities for training, teaching, research, product and curriculum development. The Finance Lab provides a focal point for research and training in a range of financial disciplines including: investment strategy and portfolio management; financial engineering and risk management; trading; and analysis of the microstructure of markets.

Tom McCurdy (Academic Director)

Bonham Chair in International Finance
Professor of Finance,
Lab Founder and Academic Director

Dan Glikstein (Research Associate)

About

Dan graduated from the Université de Montréal in Mathematics, completed a Business degree at Concordia University, and a graduate degree in Finance at the University of London.

Eric Kang (Senior Research Associate)

About

Eric is an alumnus of the University of Toronto Rotman Commerce program. He was initially a lab assistant at the Finance Lab for previous years. His experience includes an analyst role at Business Development Asia LLC, a mid-market investment banking firm specialized in cross border M&A transactions. He served his military duty as a riot police sergeant in Korea.

Lab Assistants 2017 - 2018


The lab assistant team is dedicated to helping students use the various financial programs and software available at the lab stations. Each of the lab assistants has a specialized role that keeps the lab functioning in an efficient manner, as identified below. Lab assistants are available at the lab from 9:00 a.m to 7:00 p.m from Monday through Friday, feel free to approach any on-duty lab assistant if you have any questions or concerns related to lab resources.

Mansour Dia

About

Co-head Lab Assistant
Mansour is a fouth year student at Rotman Commerce, specializing in Finance & Economics. He enjoys playing soccer and travelling.

Saarah Sheikh

About

Co-head Lab Assistant
Saarah is a third year Rotman Commerce student specializing in Finance & Economics. She loves singing, travelling, and dancing. Outside the lab, you can find Saarah exploring the city with her friends.

Cavelle Van Nest

About

Lab Assistant - Rotman International Trading Competition Event Co-Organizer
Cavelle is a fouth year student specializing in Finance & Economics. She enjoys all kinds of sports, meeting new people, and exploring Toronto and the world.

Judson Asiruwa

About

Lab Assistant - Rotman International Trading Competition Event Co-Organizer

Annie Sun

About

Lab Assistant - Competition Manager
Annie is a fourth year student at Rotman Commerce, specializing in Finance & Economics. She enjoys taking photographs and exploring the city with friends.

Jessica Leung

About

Lab Assistant - RIT Quality Assurance
Jessica is a fourth year Engineering Science student majoring in Mathematics, Statistics, and Finance. She likes yoga, vegetables, and good design.

Zena Xing

About

Lab Assistant - RPM Quality Assurance
Zena is a third year student specializing in Finance and Economics at Rotman Commerce. In her spare time, Zena likes to plan events, practice piano and explore the outdoors.

Milliene Xu

About

Lab Assistant - Factset/Bloomberg Product Specialist

Tianquan Wang

About

Lab Assistant - Research Database Specialist
Tianquan is a fourth year student specializing in Finance & Economics at Rotman Commerce. He is passionate about all things sports, the market, and long walks along Toronto's lake shore.

Jacky Liu

About

Lab Assistant - Datastream Specialist
Jacky is a third year student specializing in Finance & Economics at Rotman Commerce. He enjoys playing basketball and competitive e-sports games.

Mary Li

About

Lab Assistant - Capital IQ Specialist

Jack Chen

About

Lab Assistant - Lab Technology Specialist

William Rodgers

About

Lab Assistant - Lab Technology Specialist

Tony Ye

About

Lab Assistant - Lab Development Specialist
Tony is in his fourth year of the Engineering Science program, majoring in Math, Statistics, and Finance. He is an avid swimmer and a competitive tennis player, and likes to experience new cultures by living in different countries.

Amy Xiao

About

Lab Assistant - Lab Development Specialist

Jasper Chan

About


Jasper Chan is an alumnus of the University of Toronto Engineering Science program. He is currently pursuing doctoral studies in physics at the California Institute of Technology. He is the programmer behind both Rotman Interactive Trader and Rotman Portfolio Manager.

Lab Alumni

If you are a Finance Lab alumnus but do not see yourself on this page, please e-mail one of the co-head lab assistants (sergey.sapelnyk@mail.utoronto.ca or mansour.dia@mail.utoronto.ca) and you will promptly be added to this page.

2016

2015

2014

2013

2012

2011

2010

2009

2008

2007

  • Zhang, Henry
    Contact:


    Employment:
    Morningside Capital Management
  • Cheung, Bryce
    Contact:


    Employment:
    RBC Capital Markets
  • Issa, Mazen
    Contact:


    Employment:
    Mazen is working in a equity research firm in Montreal.
  • Potapenko, Diana
    Contact:
    diana.potapenko@gmail.com

    Employment:
    Macquarie Capital
  • Utomo, Haswin
    Contact:
    haswin.utomo@gmail.com

    Employment:
    Self-employed -CATERPILLAR parts trader

2006

  • Kim, Ian
    Contact:


    Employment:
    RBC Capital Markets
  • Golpayegani, Babak
    Contact:


    Employment:
    BMO Capital Markets
  • Gotz, Klara
    Contact:
    Klara.Gotz@mackenziefinancial.com

    Employment:
    Mackenzie Financial
  • Dai, Li
    Contact:
    li.dai@lmu.edu

    Employment:
    Professor of Management in Los Angeles
  • Liang, Calvin
    Contact:


    Employment:
    Import Export
  • Cao, Yanrong
    Contact:


    Employment:
    Ph.D. at U of T

2005

  • Liu, Huan
    Contact:


    Employment:
    Morgan Stanley
  • Feng, Jing
    Contact:


    Employment:
    Bank of America Merrill Lynch
  • Dai, David
    Contact:
    dave.dai@clsa.com

    Employment:
    Regional Head of Utilities research at Credit Suisse based in Hong Kong
  • Zhang, Sophia
    Contact:


    Employment:
    Sophia Zhang is currently in the process of earning her PhD.
  • Theriault, Annie
    Contact:


    Employment:
    Northwater Capital
  • Bobey, Bill
    Contact:


    Employment:
    Professor at St. Mary's University

2004

2003

The following courses integrate the Rotman Finance Lab in their lectures and assignments:

MBA Courses
  • RSM 2302 - Security Analysis and Portfolio Management
  • RSM 2303 - Risk Modelling and Financial Trading Strategies
  • RSM 2306 - Options and Futures Markets
  • RSM 2310 - Analysis of Fixed Income Securities
  • RSM 2315 - Value Investing
  • RSM 2317 - Applied Portfolio Management
Master of Finance Courses
  • RSM 4318 - Applied Portfolio Management
  • RSM 4319 - Forecasting Risks and Opportunities for Financial Securities
Master of Financial Risk Management
  • RSM 6302 - Financial Markets, Risk, and Institutions
  • RSM 6304 - Operational Risk
  • RSM 6306 - Probabilistic Modelling for Risk-Informed Decisions
Master of Mathematical Finance Courses
  • MMF 1920 - Investment and Finance
Rotman Commerce Courses
  • RSM 230 - Financial Markets
  • RSM 330 - Investments
  • RSM 333 - Corporate Finance
  • RSM 361 - Human Resource Management
  • RSM 430 - Analysis of Fixed Income Securities
  • RSM 432 - Risk Management for Financial Managers
  • RSM 434 - Financial Trading Strategies
  • RSM 435 - Futures and Options Markets
Faculty of Arts and Science
  • JRE300 - Fundamentals of Accounting and Finance
Additional Training Sessions
  • Masters of Financial Risk Management MATLAB Sessions
  • Microsoft Excel Training
  • Masters of Finance VBA Training