Resume

• 2017

  Compeitition Mentor and Competition Judge

  Act as the Industry Mentor and/or Faculty Advisor to the University of Waterloo team in the CFA Institute Research Challenge every year since 2014. \n\nMember of the Industry Judging Panel for the School of Accounting and Finance Investment Research Challenge in 2014

  2018 and 2019\n\nMember of the Judging Panel for the the School of Accounting and Finance Consulting Competition in 2018 and 2019\n\nMember of the Judging Panel for the University of Waterloo Ace the Pitch event in 2016

  University of Waterloo

  Chair - Awards and University Relations Committee

  - Led the CFA Society Toronto Awards and University Relations Committee to offer awards

  competitions

  sponsorship and info sessions\n- Led the creation and development of the CFA Society Toronto Ambassador Program

  CFA Society Toronto

  Mentorship Committee

  - Acted as the keynote speaker for the 2015

  2016 and 2017 Mentorship Kickoff Event held at the TMX Broadcast Centre\n- Worked with other members of the Mentorship Committee to organize events to connect senior CFA finance professionals with junior professionals in the CFA program

  CFA Society Toronto

  Senior Advisor - Awards and University Relations Committee

  - Advise the CFA Society Toronto Awards and University Relations Committee to offer awards

  competitions

  sponsorship

  info sessions and to grow the CFA Ambassador program.

  CFA Society Toronto

  Business Development

  Marketing Strategy

  Marketing

  Business Strategy

  Outdoor Advertising

  Due Diligence

  Strategic Planning

  Negotiation

  Market Research

  Business Planning

  New Business Development

  Portfolio Management

  Financial Analysis

  Real Estate

  Financial Modeling

  Investments

  Mergers

  Private Equity

  Entrepreneurship

  Competitive Analysis

  Balaban

  CFA

  Steve

  Balaban

  CFA

  Mink Learning

  CFA Society Toronto

  Stellar Outdoor Advertising

  Wealth Management Canada

  Mink Capital

  Gluskin Sheff + Associates Inc.

  University of Waterloo

  Build Your Identity Design

  Wilfrid Laurier University

  Dunkley Capital

  Toronto

  Canada Area

  Connect investors with top wealth management firms that best suit investors' needs.\nVisit us at www.wealthmanagementcanada.com

  Founding Partner | Wealth Management

  Wealth Management Canada

  Toronto

  Canada Area

  Build Your Identity (BYI) Design is a professional graphic design firm based in Toronto. We offer complete branding solutions for your business starting from Logo design all the way to website construction.\n\nVisit us at www.byidesign.com

  Director | Graphic/Website Design & Marketing Services

  Build Your Identity Design

  Teaching\n• Designed and developed a new Private Equity course that provides a comprehensive understanding of the Private Equity landscape

  as well as details on Limited Partnership Agreements

  Private Equity Trends

  Private Equity Funds

  Private Equity Deals

  Value Creation

  Leverage Buyout (LBO) Models and more\n• Designed and developed a new Wealth Management course that uses Problem Based Learning to place students in the role of a wealth manager solving real-world client problems.\n• Redesigned and developed an Applied Finance course that focuses on Global Financial Markets

  Valuation and the development of problem-solving skills that are applicable for financial decisions\n• Taught Corporate/Managerial Finance 1 - focus on Global Financial Markets

  Risk/Return Analysis

  Valuation and more\n• Taught Corporate/Managerial Finance 2 - focus on Valuation

  Capital Structure

  Dividend Policy

  Options

  Long/Short term Financing

  and more\n\nSpeeches and Workshops\n• Presented to the Wealth Management Institute in Singapore in 2018 the topic:\n - How to Use Problem Based Learning for Wealth Management Training?\n• Spoke at the Teaching and Learning Conference in 2018 the topic:\n - What is Problem Based Learning?\n• Created and presented teaching-focused workshops for University of Waterloo Faculty on the topics:\n - What is Problem Based Learning?\n - What Happens When Students Become Partners in Teaching and Learning?\n• Co-led a three-day Instructional Skills Workshop for University of Waterloo Faculty designed for both new and experienced educators\n

  University of Waterloo

  President | Billboard/Out of Home Advertising | Media

  Stellar Outdoor Advertising is a billboard/out-of-home advertising company with over two hundred billboards across Canada. At Stellar

  I:\n\n• Acquired billboard/out-of-home advertising companies (and organically built billboards) in Muskoka

  Kawartha Lakes

  Saskatchewan

  Hamilton

  Caledon

  Lindsay

  Peterborough and Southwestern Ontario.\n• Built Hamilton’s only digital billboard network (which was later sold to Pattison Outdoor)\n• Supervised and managed employees

  contractors and consultants

  Stellar Outdoor Advertising

  Lecturer | Investment (Wealth) Management | MBA/MFin

  • Taught Investment (Wealth) Management (both MFin and Undergrad) - focus on helping students understand the investment opportunities in the financial markets and the risk-return relations among securities included in investment portfolios

  securities analysis

  portfolio management

  and modem portfolio theories.\n\n• Taught Advanced Corporate Finance (MBA) - focus on five major topics in corporate finance: capital budgeting

  DCF valuation

  payout policy

  capital structure

  and mergers & acquisitions. \n

  Wilfrid Laurier University

  Equity Research Analyst - Co-op

  Gluskin Sheff + Associates (GS+A) is a Canadian wealth management firm that manages investment portfolios for high net worth investors

  including entrepreneurs

  professionals

  family trusts

  private charitable foundations and estates. At GS+A

  I:\n\n• Researched and recommended companies for the GS+A Regular and Premium Hedge Funds\n• Interviewed top management of companies seeking investments\n• Worked closely with a co-founder of the firm.

  Gluskin Sheff + Associates Inc.

  Mink Capital

  Toronto

  Canada Area

  Advise

  Consult and Educate Family Offices on How to Invest in Private Equity\nVisit us at www.minkcapital.ca

  Chief Investment Officer | Private Equity

  Toronto

  Canada Area

  Make the Complex World of Private Equity Simple through workshops and speeches for:\n- Family Offices\n- Finance Professionals\n- Lawyers

  Accountants and Service Providers with Private Equity Clients\nVisit us at minklearning.com\n

  Private Equity Workshop Leader and Speaker

  Mink Learning

  Dunkley Capital Corp is a private equity firm focused on obtaining premium returns on real estate properties

  outdoor advertising/media assets and other investments. At Dunkley Capital

  I:\n\n• Negotiated leases

  contracts and purchase agreements\n• Worked with municipalities on zoning and on by-laws that affected properties\n• Acquired companies/assets throughout Canada

  Dunkley Capital

  CFA Society Toronto

  Toronto

  Canada Area

  • Serve as a member of the Board of Directors for the CFA Society Toronto

  which strives to achieve our mission and vision through the following strategic objectives:\n- Driving Member Value\n- Increasing Designation Value\n- Increasing Efficiency and Talent Development

  Member Board Of Directors

  Acted as the industry mentor for global championship University of Waterloo team in CFA Institute Research Challenge. The competition had over 4

  000 students world-wide from over 865 universities in 70 countries.\n\nDetails are here: https://uwaterloo.ca/school-of-accounting-and-finance/news/saf-students-capture-world-championship-cfa-investment\n\nVideo of the student presentation in the global finals is here: https://www.youtube.com/watch?v=XIJx62NQDS0

  CFA Institute

  WUSA Excellence in Undergraduate Teaching Award

  Award Write-up:\nThe WUSA Excellence in Undergraduate Teaching Award is based solely on student nominations and feedback

  showing the impact the recipients have had on their students. Namely

  Steve Balaban is considered an inspiration to his students. His most endearing quality as an instructor is that he prepares them to face the outside world with immense confidence. He creates an atmosphere that not only strengthens students’ understanding of course material

  but provides them with the opportunity to develop skills they will need to thrive in the workplace. He’s “passionate

  enthusiastic

  engaging” and one student noted that his classes are “something to look forward to during the course of my week” because of his interactive teaching style. “Besides being an absolute rock star of a prof

  he is deeply respected by his students because he takes an interest in getting to know each and every one of them.” Steve Balaban is a mentor to his students and sincerely cares for them since his “ability to connect with each one of us makes it interesting to come to class.” The admiration students expressed for him as well as his teaching style and commitment to helping students grow personally

  academically and professionally made him a clear choice as one of this year’s award recipients.\n\nhttps://wusa.ca/about/awards/feds-teaching-award

  University of Waterloo

  MVP Volunteer Award

  In recognition of exceptional contributions on the Awards & University Relations Committee

  CFA Society Toronto

  Distinguished Teaching Award

  Award Write-up: \nSteve Balaban

  a lecturer in the School of Accounting and Finance

  has received many praises from not only his students and his fellow colleagues in the Faculty of Arts

  but also from his colleagues in other faculties. Balaban influenced the careers of several of his students

  and continues to be a mentor to them long after their graduation. His peers admire the efforts he has made to incorporate new and interactive learning techniques into his lesson plans

  such as problem-based learning and experiential learning. His students also really appreciate his efforts

  as one student noted: “His lectures never felt like lectures

  but rather interactive discussions”. Balaban shows genuine interest in seeing his students succeed

  and many have commented on the integral role he has played in their professional and academic success. His lessons are known to emphasize “the importance of personal development

  teamwork

  communication

  and relationship building”. Balaban has been described as “passionate”

  “engaging” and “humble”. Additionally

  it is noted that his most admirable quality is “his constant desire to improve his teaching abilities and the learning environment”.\n\nhttps://uwaterloo.ca/centre-for-teaching-excellence/steve-balaban-recipient-distinguished-teacher-award-2019

  University of Waterloo

• 2005

  International Business - Exchange

  Corvinus University of Budapest

• 2001

  Bachelor of Business Administration

  BBA - Business

  Wilfrid Laurier University

  Bachelor of Mathematics

  BMATH - Mathematics

  University of Waterloo

  CFA

  CFA Institute

• 2 . What is Private Equity?

  What’s Private Equity? Private equity includes investing in a private company and investing in a public company

  and bringing that public company private. An...

  What is Private Equity?

  11. IRR and MOIC

  Internal Rate of Return (IRR) and Multiple on Invested Capital (MOIC) are common performance measures in Private Equity. Distributed to Paid-In Capital (DPI)...

  Private Equity Performance Metrics: IRR and MOIC - Simple Example

  - Serve as a mentor as part of the Mentorship Program at the CFA Society Toronto

  CFA Society Toronto

  Private Client Committee

  - Member of subcommittee that organized the 2015 CFA Annual Wealth Conference\n- Member of subcommittee that focuses on connecting with top industry professionals to ensure that CFA Private Client programming covers the current issues facing our industry\n- Organized Private Client Event (in 2015 and 2016) that involved 100+ financial professionals including 20+ CIOs

  Managing Directors and Senior Portfolio Managers

  CFA Society Toronto