THOMAS HOLLOWAY

FACULTY SUPERVISOR OF THE CPMT

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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.

 
 
 
SHIV DESAI

PORTFOLIO MANAGER AT THE UNIVERSITY OF CALGARY 

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Shiv is a CFA charterholder and holds the CAIA designation with more than ten years of experience in Manager Selection, Portfolio Management, and Equity Research. Shiv is the portfolio manager for the multi-billion-dollar University of Calgary endowment where he selects and monitors external investment managers and helps plan and implement long term investment strategy.

JAMES ANDERSON

James is currently a Managing Director at Palisade Capital, and has been with the firm since 2018. Prior to his time at Palisade Capital, James managed a diversified long short fund at Rayne Capital focusing on Canadian and US equities. He joined Rayne as part of its merger with Penbrooke Partners Investment Management in March 2014. James was the President and co-founder of Penbrooke and has over 17 years of experience in the investment management industry, largely focused in long short absolute return mandates. In his role as Vice President at Werklund Capital he actively managed a public stock and bond portfolio worth approximately $100 million. Previously, James worked at CGS Asset Management in the management of various energy focused private equity, flow through, and mutual funds from 2007 to 2010 and was also the Vice President and co-founder of Savoy Capital Management. Savoy was a long short equity hedge fund focused on providing above average risk adjusted returns. He started his career at Bissett & Associates in Calgary, Alberta as a Research Analyst.

 

James graduated from the University of Calgary with a Bachelor of Commerce (Finance) degree, and earned his Chartered Financial Analyst (CFA) designation in 2003. 

JESSICA HULSMAN

EQUITY RESEARCH ASSOCIATE AT SCOTIABANK

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Jessica is a director of the CFA Society Calgary which she joined in 2018. Jessica is an equity research associate at Scotiabank, having previously worked at EY as a Senior Accountant in assurance. During her time at EY, Jessica simultaneously earned her Chartered Professional Accounting (CPA) and her Chartered Financial Analyst (CFA) designations. Jessica graduated with a Finance major from the Haskayne School of Business at the University of Calgary in 2014 and was a member of the CPMT.

 

Outside of her professional accomplishments, Jessica is passionate about fine arts. She sits on the board of directors for Vertigo Theatre in Calgary. She is also an improv performer and believes the statement “yes, and…” can open opportunities, in improv and life, to take risks and further herself.