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Research Outline
Prepared for Taylor C. | Delivered December 16, 2019
Credit Suisse Canada Research
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Goals
To understand the backgrounds, recent projects, and ideas for conversation starters for Simon
K
a
y
s
e
r
and
M
a
y
u
r
P
a
l
a
n
for an introductory meeting exploring investment with Credit Suisse Canada.
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Early Findings
During our preliminary research, we were able to provide a brief overview of each person's educational and work backgrounds as well as a brief overview of some of their interests from their LinkedIn profiles.
Simon Kayser
Education
K
a
y
s
e
r
attended the
University of Ottawa
from 2005 to 2010 and received a Bachelor of Commerce, Accounting degree.
Work Experience
K
a
y
s
e
r
started his career at
Deloitte Canada
as a
Senior Accountant from 2010-2013.
He was then promoted to the
Senior Associate, M&A Advisory
position, where he worked from 2013-2014.
He then moved to
S
c
o
t
i
a
b
a
n
k
Mid-Market Capital
A
d
v
i
s
o
r
s
where he was an associate from March 2014 to July 2014.
Lastly, he began working at
Credit Suisse
as an Investment Banking Analyst for about 2 years before moving to the investment banking associate position that he is in now.
Skills and Endorsements
On his LinkedIn profile,
K
a
y
s
e
r
has been endorsed for several of his
skills
, including:
Financial Accounting
Financial Statement Analysis
Financial Reporting
Financial Institutions
He has also been endorsed for his
knowledge
about:
IRA
Finance
Due Dilligence
Corporate Finance
Financial Modeling
Mergers
Interests
We were also able to compile a list of some of
Kayser's interests
from his LinkedIn
p
r
o
f
i
l
e
that may make for conversation starters. Below is a list of influencers, companies, and groups he has shown interest in on his profile.
Influencers
Bill Gates
Tony Robbins
Ian Bremmer
Mark Cuban
Companies
CIBC
P
r
o
c
e
r
a
Networks
International Accounting Standards Board
B
e
l
l
a
g
i
o
Groups
Hockey Players in Business
Telfer School of Management
Deloitte Financial Advisory
CFA Level 2 Group
M
a
y
u
r
Palan
Education
P
a
l
a
n
originally attended the
University of Mumbai
from 2002-2005, where he received his Bachelor of Management Studies.
He then received a
postgraduate diploma
in investment banking from the same university.
P
a
l
a
n
continued his education at the University of Mumbai to receive a
Master's of Commerce
, Management degree in 2008.
Work Experience
P
a
l
a
n
started his professional experience as a
Senior Research Associate
at
I
n
t
e
g
r
e
o
n
Managed Solutions in 2005 until 2006.
He then went to
Adventity Research
in 2006 where he was an associate until 2009.
Lastly,
P
a
l
a
n
moved to Credit Suisse where he has held
7 roles
in his
10 years
(and counting) there.
His roles at the company included:
Analyst
Associate
Senior Associate
Vice President
Director
Skills and Endorsements
P
a
l
a
n
has been endorsed on his LinkedIn
p
r
o
f
i
l
e
for his
skills
in:
Valuation
Financial Modeling
Investment Banking
DCF
Factiva
Industry Research
LBO
Investment Research
He has also been endorsed for his
knowledge
in:
Capital Markets
Mergers and Acquisitions
Equities
Equity Research
Due Dilligence
Banking
Credit Analysis
Asset Management
Corporate Finance
Business Valuation
Financial Analysis
Private Equity
Mergers
Fixed Income
Project Finance
Interests
We were also able to compile a list of some of
Palan's interests
from his LinkedIn
p
r
o
f
i
l
e
that may make for conversation starters. Below is a list of influencers, companies, groups, and schools he has shown interest in on his profile.
Influencers
Ray Dalio
Gary Vaynerchuk
Mohamed El-Erian
Justin Trudeau
Companies
McKinsey & Company
Lazard
Ontario Teachers' Pension Plan
Platinum Equity
Groups
Sutherland Global Services Alumni
Finance Club
Globe Careers
San Francisco Bay Area Venture Capital, Private Equity & Investment Banking
Schools
University of Mumbai
Proprietary Research
In addition to this public search, we scanned our proprietary research database of over 1 million sources and were unable to find any specific research reports that address your goals.
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