Nan Chen
Director Portfolio Manager @OMERS
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WORK HISTORY
Director Portfolio Manager @OMERS
Quant Equities Program: Strategies in North America, Europe, EM, India, Pan-Asia and China ACommodities Program: Futures-based long-only and long/short, Equities-based in Global Metals & Mining and Global Energy
EDUCATION
McMaster University
Hon.B.Comm, Major in Finance. Minors in Economics, Psychology
Schulich School of Business - York University
Grad school: Financial Engineering, Mathematics and Finance
GARP-Global Association of Risk Professionals
Financial Risks Manager
Chartered Alternative Investment Analyst Association
CAIA, Alternative Investment
George Brown College (personal interest)
Baking Arts (personal interest), Baking and Pastry Arts/Baker/Pastry Chef
CFA Institute
Chartered Financial Analyst
SKILLS
ABOUT NAN CHEN
Here, I omitted ten thousand words or possibly more and various charts/tables…) To conclude, I am a believer of “Quantamental” investing. 90% of my “9 to 5”, I am focused on quantitative research/analysis and risk management. “5 to?”, I dive into the fundamental side as one of my personal interests. I have done a few valuation and fundamental modeling courses from traditional DCF modeling to LBO, PE, Real Estate and Infrastructure valuation. Besides, I improve my fundamental knowledge base and polish modeling skills through discussing with and learning from our bottom-up portfolio managers and other industry experts. From the moment I entered the industry till this second, I have NOT stopped learning and applying it into real investment scenarios. Quantitative- Alpha models, Backtests (factors and scenarios) and optimizaiton, Attribution, Behavioural, Stress Tests, ETF ModelingFundamental- DCF, LBO/PE models, Real Estate Valuation (commercial, apartment complex and hotels), Infrastructure Valuation (basic RC, WDRC), and still counting!Risk Management- Investment risk analysis
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