Zhenchao started his career with UBS Securities. He worked in the Equity Sales team in Shanghai, supporting global institutional investors with billions of dollars in assets under management to explore investment opportunities in the Greater China regional capital markets. He later took on responsibilities in Corporate Access, providing investors uniquely customized access to public and private companies in the region. His curiosity and strong desire to explore new interests subsequently brought him to the burgeoning education industry, where he worked for the largest private education provider in China to help students preparing for TOEFL and GMAT exams. He took on added responsibilities in researching and designing proprietary curriculums and learning platforms. This valuable experience inspired him to pursue an MBA to explore more career potentials.
Zhenchao holds a Bachelor’s degree in Finance from University of Iowa’s Henry B. Tippie College of Business, as well as a certificate in International Business from University of Iowa’s College of Liberal Arts and Sciences. He is a passionate college football fan and spends considerable time on the hiking trails.
Originally from Vancouver, British Columbia, Jason obtained his Bachelor of Commerce degree at Queen’s University. After graduating in 2014, he worked as an insurance professional, underwriting commercial clients in the Manufacturing and Technology industries. During this time, he established analytical skills working in both account management and new business roles. Additionally, he utilized effective communication skills as he engaged various marketing and business development activities.
Jason also holds the Canadian Risk Management (CRM) and Chartered Insurance Professional (CIP) designations which he completed in 2015 and 2019 respectively. In his spare time, Jason enjoys playing hockey, boxing and perfecting the recipe for his world-famous shrimp tacos.
Luis has five years of experience working as a previous EY Consultant and Entrepreneur. He started his career as a financial analyst developing DCF and multiple valuation models for clients in various industries. This involved writing extensive reports with deep analysis on the end to end rationale of the valuation methodologies, industry expectations and forecasted assumptions. His interest in going beyond the numbers to shape company performance led him to pivot to strategy, joining as one of the four members of a new strategy practice for EY Central America. The most significant project involved analyzing market size potential and profitability expectations of acquiring the representation rights for IBM Watson for Latin America. Luis then joined as partner of two small entrepreneurial ventures focused on the consumer goods industry. He was in charge of co-managing both businesses and leading the go to market strategy to help them scale in their respective wholesale and retail channels.
Luis holds a bachelor’s degree in Business Administration from the University of Costa Rica. He has an interest on helping companies develop data-driven strategies. In his spare time, Luis enjoys playing soccer, boxing and running outdoors.
Kavya is a Chartered Accountant with five years of experience in the financial services industry. She worked for two years with Ernst & Young auditing clients and was responsible for designing, managing project execution teams and liaising with firm and client leadership in delivering audit, internal control and compliance reports across the firm’s portfolio of some of India’s largest banking clients. She worked with IDFC FIRST Bank for three years and was an integral part of the start-up team of the bank involved in designing and implementing the financial and regulatory reporting processes of the bank. She has extensive experience in stakeholder management and led the integration process for the finance function during the merger of IDFC FIRST Bank.
Kavya holds a bachelor’s degree in commerce with a major in accounting from the University of Mumbai and is a member of Institute of Chartered Accountants of India. She is also a pro-bono student consultant for Canadian Not for Profits. Outside of work, Kavya is passionate about community service and works for various not for profit organizations. She is a chess player, a cricket enthusiast and enjoys dancing.
Colin has five years of experience as an engineer and enterprise risk management consultant in the mining and manufacturing industries. As a risk control consultant, he worked with a range of clients across multiple industries to collaborate on improvements in operational risk. Through site surveys and interviews in Canada, the United States, and Mexico he provided recommendations for clients and engineering reports for insurance companies. As the lead insurance broker for Aon’s Toronto mining practice, he consulted CFOs and other C-level executives on global programs with up to $1bn. Leveraging his technical background, he negotiated contracts with a consortium of up to 18 insurers simultaneously.
From his interest in playing and recording music, Colin has developed a creative and structured approach to solving problems supported by collaboration with all stakeholders. Colin is interested in helping companies adapt to the accelerating pace of technological change. He holds a degree in Materials Engineering from McGill University as well as his Chartered Insurance Professional designation.