Jerrod Falk
Portfolio Manager @Value Partners Investments
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WORK HISTORY
Portfolio Manager @Value Partners Investments
Value Partners To build client wealth effectivelyPrinciples: Invest effectively, Communicate clearly, Spend responsibly, Behave respectfully, Pursue wisdomRegional VP Role: Sales, Shareholder Recruitment, Business Development
EDUCATION
Society of Management Accountants of Manitoba (SMAM)
Certified Management Accountant (CMA) Designation, Accounting
Providence College, Otterburne, MB
Certificate in Biblical Studies
Asper School of Business, University of Manitoba
Bachelor of Commerce (Hons), Finance
SKILLS
ABOUT JERROD FALK
Professional accountant (CPA, CMA), currently Portfolio Manager at Value Partners Investments. Past commitments include a position of instructor at the Asper School of Business, University of Manitoba, teaching at the undergrad and MBA levels, and a moderator of Asper Executive Education. Other roles at the Asper school included Co-op Program faculty advisor, and University of Manitoba Finance Organization (UMFO) faculty advisor. Other past commitments include sales and marketing for Eagle Mountain Structural Insulated Panel Systems (EMSIPS), a local manufacturer of SIP-based buildings - buildings that are highly efficient, durable, and suitable for extreme climates. Work camps/offices, portable telescopic workshops, residential houses, and oilfield buildings are among the products offered. Served as a contributor in writing two Corporate Finance textbooks -\"Fundamentals of Corporate Finance, Canadian Edition\" and \"Corporate Finance, 2nd Canadian Edition\", both published by Pearson Education, Inc. Current interests include Real Estate investing and managing a small portfolio of condominiums in south Winnipeg; central Scottsdale vacation rental (Homeaway.com ad 37•••60). Volunteer and extracurricular activities include Treasurer of South Osborne Nursery School (SONS), Manitoba representative on the CMA National Board of Examiners; member of the Organizing Committee for the Winnipeg chapter of Hockey Helps the Homeless; past Treasurer of BigBrothersBigSisters Winnipeg; volunteer musician at Riverwood Church Community. Energetic, enthusiastic, hard-working, and personable individual.
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