Michael Dobson

Experience

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  The Boston Consulting Group (BCG)

  May 2017 - Jun 2017

  Summer Research Intern

  Conducted ad hoc research for partners to assist in pitch presentations primarily for North American utility companies. Learned more about the global renewable energy industry, specifically existing and emerging offshore wind markets.Also worked on data inputting for internal alumni databases.

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  Investor1608

  Jun 2018 - Jul 2022

  Founder and Writer

  Portfolio returned 106.5% vs. 42.4% return from a reference index (adjusted for size, geography, and timing) since inception - September 9th, 2018

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  UBC Orbit Satellite Design Team

  Sept 2018 - Apr 2020

  Head Of Finance And Administration

  One man Finance Team, a subsection of Admin, of a satellite competition design team overseeing a budget of $200,000. Also in charge of the Admin subteam where I led 6 members in finding funding for the overall organization.Created an alumni network to leverage sponsorships and partnerships, potential careers for members.Created an internal reporting system and documents to record all cashflows of the organization to clarify organization's financial position over the next 12 months. This will be used for every student design team at UBC. Show less

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  CPP Investment Board

  May 2019 - Aug 2019

  Senior Intern Analyst - Total Portfolio Management

  Worked within Active Portfolio Management, under Total Portfolio Management, primarily looking at risk among infrastructure assets, private equity, and commodities.

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  PubCo Reporting Solutions, Inc.

  Jun 2020 - Sept 2020

  Independent Contractor

  Handled data migration of company systems to Sharepoint and Microsoft TeamsProvided feedback for the construction of the new company website with the goal of maximizing exposure specifically through content creation and SEO

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  Morningstar

  Jul 2022 - now

  Reviewing Canadian mutual funds and ETFs with a focus on multi-asset strategies.Recurring reports include the Canadian Balanced Fund Landscape and the Morningstar Canada Prospect List.Other reports include Home Bias in Canada and the Canadian ConundrumPublishing articles and reports around the allocation space in Canada and notable trends in flows, performance, and new products. Reviewing Canadian mutual funds and ETFs with a focus on multi-asset strategies.Publishing articles and reports around the allocation space in Canada and notable trends in flows, performance, and new products.

  • Manager Research Analyst

    Jan 2024 - now

  • Associate Manager Research Analyst

    Jul 2022 - Jan 2024