Jeremy Yumul graduated from the Smith School of Business Master of Finance program in 2018 and is currently working as a Senior Investment Analyst at Scotiabank’s Equity Investments Group where he helps manage the banks’s pension investments in public equities and private equity. He’s been with the group for three years. He currently covers the technology, materials, and healthcare sectors. Prior to this role, he’s spent time as an Equity Analyst on the sell-side in the Philippines. He was also former CIO of QUAAF.
A fun fact about Jeremy outside of finance: his favourite authors are David Mitchell, Italo Calvino, and Nick Joaquin. In addition to eloquently sprinkling poetry quotes into our podcast session, a couple interesting quotes Jeremy timely leveraged during our discussion include:
- "How we spend our days is how we spend our lives; our thoughts become actions, actions become habits, habits become your life."
- "History doesn't repeat, but it does rhyme."
To assist in navigating the episode, some highlighted areas of discussion are:
3.25 – Jeremy’s journey from the beginning
11.14 – MFin experience
12.20 – Staying involved as a TA
14.00 – Quaaf experience
16.19 – Quaaf as a means of helping people gain capital markets experience
18.15 – Failed stock pitch stories
23.27 – How did Jeremy get noticed and potential chances taken along the way
26.12 – Life in sell side research
28.52 – Transition into Buy Side
30.00 – General Buy-Side/Sell-Side trends and how these might change in the long-term [Opinion]
32.45 – Future of sell-side research [Opinion]
35.30 – How he embraces the process and he looks at disappointing pitching experiences [Experience] (Guest host: Zubair)
37.42 – Opportunities that might emerge in the next 10 years that might not exist today [Opinion]
40.17 – Working from home during the pandemic [Experience]
43.19 – Workplace changes that might persist past the pandemic [Opinion]
45.00 – Personal investing philosophy and approach [Opinion]
53.59 – Personal approach to valuing negative cash flow companies [Opinion]
58.05 – Personal justification on “FOMO” stocks [Opinion]
1.05.47 – Discussion on multiples vs DCF [Opinion]
1.07.49 – Mistakes that one doesn’t quite make that are very valuable lessons [Opinion]
1.12.21 – Favorite investors, writers, media pundits, and other people outside of finance that he looks up to
1.15.29 – Greatest professional achievement thus far
1.16.15 – Final thoughts
1.18.04 – Why does he keep giving back to the community of Smith & Quaaf (Guest host: Zubair)
1.20.54 – Fan Favorite – Rapid Fire Questions [Just for Fun]
1.25.55 – Outtakes and jokes on Quaaf pitches [Just for Fun]
