CALGARY PORTFOLIO MANAGEMENT TRUST
THOMAS HOLLOWAY
FACULTY SUPERVISOR OF THE CPMT
Mr. Holloway is a CFA Charterholder and faculty supervisor of the CPMT. In addition to running the CPMT program, he is a full-time faculty member instructing finance and corporate governance classes at Haskayne School of Business. Tom also coaches the CFA Investment Research Challenge, Montreal Investment Portfolio Challenge, and CFA Ethics Challenge teams, while additionally serving on the Swim Alberta Board and Alberta EcoTrust Investment Committee.
Tom is a Portfolio Manager at Genus Capital Management, a portfolio manager geared towards Canadian institutions and families, where he leads digital wealth services. Before joining Haskayne and Genus, Tom was a partner and key member of one of Canada's top institutional fixed income teams at Leith Wheeler Investment Counsel where he helped to support growth in fixed income assets from under $2B to over $4B.
ARI PANDES
ASSOCIATE PROFESSOR AT THE UNIVERSITY OF CALGARY
Dr. Pandes is an Associate Professor of Finance at the University of Calgary’s Haskayne School of Business. He joined the Finance faculty in July 2009 and teaches at the PhD, EMBA, MBA and senior undergraduate levels. He holds a Ph.D. in Finance from the Schulich School of Business at York University, a Master’s in Economics from York University, and a Bachelor of Commerce from the University of Toronto.
Dr. Pandes' research focuses primarily on issues in empirical corporate finance, with specific interests in securities issuance, investment banking, and financing decisions. He has presented his research at top international Finance conferences, at various universities internationally, and at the U.S. Securities and Exchange Commission and the Bank of Canada.
Dr. Pandes has also been awarded research grants from the Social Sciences and Humanities Research Council (SSHRC), the Canadian Securities Institute Research Foundation, and the University of Calgary. His research into the Canadian capital markets has twice won the Bank of Canada best paper award, and he has also won the CFA Society Toronto and Hillsdale Canadian Investment Research Award for best paper.
Diana Chaw
PORTFOLIO MANAGER AT QV INVESTORS INC
Diana began her career in investment management as a sell-side equity research associate at a major Canadian bank. She then moved on to become an Associate Portfolio Manager at a Calgary-based firm before joining QV in late 2017.
Diana’s passion is stock picking. She enjoys interacting with senior management teams across many industries to understand how good business are run. Ultimately, the reward of seeing good investment decisions benefitting clients over the long term is what always keeps Diana on the lookout for new opportunities.
Outside of work, Diana prioritizes time with her husband and two young daughters. She has a passion for international travel and enjoys reading about history in her spare time.
Jaclyn leads ATB Investment Management's Institutional Portfolio Management and Research teams, providing strategic direction and working closely with both clients and external partners.
Since entering the workforce in 2002, Jaclyn has worked in various roles with large financial institutions. Her career in investment management began in 2006 when she left banking to join the Nova Scotia Pension Corporation. Her most recent role, prior to joining ATB Investment Management in 2018, was as Treasurer and Director of Investments at the University of Calgary where she was responsible for overseeing the university's investments.
Jaclyn earned her CFA charter in 2011. She also has a Bachelor of Commerce degree from Queen's University and an MBA from Dalhousie University.
Jaclyn has lived and worked all across Canada, and after moving to Alberta in 2014, her family settled in Calgary. Staying active in the community is one of her priorities and since moving to the city, she has volunteered with the Society and the Calgary Portfolio Management Trust program at the University of Calgary. In 2017 she co-founded the Calgary chapter of Women in Capital Markets (WCM).
Jaclyn Perrot
MANAGING DIRECTOR AT ATB WEALTH