Education
& Events

ALUMNI FEATURE

Ivy Zafe is currently the Finance Head of RBQ Food Concepts, Inc. She is also a Board Member of Philippine Institute of Certified Public Accountants (PICPA)-Eastern, Metro Manila Chapter 2017-2018.

Ivy was an Assistant Controller at Equity Analysis and Strategy (EAS former name of Valens Research). Her duties were to review the daily transactions of the business, specifically the inflows and the outflows of cash, evaluate historical performance and proposes monthly and annual budget, prepare monthly, quarterly, and annual reports and financial statements, and apply Quality Assurance and Quality Control for the company’s website to mention a few.

Ivy also served as a Senior Financial Analyst at EAS for 4 years where she was engaged in the financial analysis of the companies in the Information Technology and Telecommunications service sectors in the U.S. With the company’s proprietary tools, which are competitive in the field, and the adjustments they are especially applying in the statement of cash flows, analysts examine methodologically and in detail information and create critical and sound analysis.

Before that, she was one of the interns at EAS for 1 year and 8 months who eventually joined the company as a full-time employee. She received in-depth exposure to the equity market both locally and internationally. Her experience at Valens helps her further analyze and better understand each account that she has encountered in financial reports.

EVENTS

CFA Japan – The Financial Statement Disaster Buried in
Equity & Credit Research Worldwide
Thursday, September 19, 2019
Room 1, Fine Tokyo, 5th Floor, South Tower,
Chiyoda-ku, Tokyo, Japan
Stansberry Research – The Stansberry Conference
& Alliance Partner Meeting
Monday and Tuesday, October 7 and 8, 2019
Aria Resort & Casino, Las Vegas, Nevada, USA
CFA Institute – 2019 Fixed Income Management Conference
Thursday and Friday, October 17 and 18, 2019
Westin Copley Place Hotel, Boston, USA
CFA Institute – 2019 Equity Research and Valuation Conference
Thursday and Friday, November 14 and 15, 2019
Midtown Hilton Hotel, New York, USA

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VALENS ALUMNI ASSOCIATION

CONTACT US

www.valens-research.com vaa@valens-research.com

(+632) 470 3188

(+646) 491 2601

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Exchange Road, Ortigas Center,
Pasig City, 1605, Philippines

110 Cambridge St., Cambridge,
MA 02141, USA