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.
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.
CHAD VAN NORMAN
PORTFOLIO MANAGER AT JARISLOWSKY FRASER
Chad Van Norman joined Jarislowsky Fraser's Calgary office as a portfolio manager in 2001 and became Partner of the firm in January 2004. Chad manages Private Wealth and Institutional portfolios for clients throughout Canada.
Prior to joining Jarislowsky Fraser, Chad was the General Manager of Investments for ATB Financial, where he was responsible for establishing and managing the investment planning group. Chad has also worked with Merrill Lynch Investment Management and Canada Trust.
Chad is very active in the community and has served on a number of committees and boards.
VP AND CIO AT THE CALGARY FOUNDATION
Dan Langlois is Vice President and Chief Investment Officer at The Calgary Foundation, a community foundation with total assets of $740 Million. His previous professional experience includes a senior position with an institutional investment counselling firm where he offered ongoing portfolio management and client service to institutional clients across Canada. Prior to that, Mr. Langlois delivered investment consulting services to pension, endowment, and insurance clients throughout Western Canada as a senior investment consultant. From 2001 to 2005, Mr. Langlois was involved in the banking industry where he serviced senior executives and board members through the delivery and development of comprehensive investment presentations for clients ranging in size from $50 million to $4 billion.
Mr. Langlois holds a Masters of Business Administration Degree in International Financial Management, and is a Chartered Financial Analyst charterholder.
CIO AT FRANKLIN BISSETT INVESTMENT MANAGEMENT
Garey Aitken is the Chief Investment Officer of Franklin Bissett Investment Management, a part of Franklin Templeton Investments, an organization he has been with since 1998. Mr. Aitken is a graduate of the University of Alberta (Bachelor of Commerce, 1989) and the University of British Columbia (Masters of Business Administration, 1990). Mr. Aitken earned his Chartered Financial Analyst (CFA) designation in 1993. Previous to joining Franklin Bissett Investment Management, Mr. Aitken was an officer for a senior Canadian energy firm.
In addition to the Chief Investment Officer responsibilities, Mr. Aitken shares Co-Lead Manager responsibilities of Franklin Bissett’s Canadian Equity Fund (2003), Canadian Equity Program (2003), Energy Corporate Class (since inception), All Canadian Focus Fund (since inception), U.S. Focus Fund (since inception), Canadian Balanced Fund (2011) and Canadian All Cap Balanced Fund (2013). Mr. Aitken is the Chair of the Franklin Bissett Investment Management Investment Committee and is a member of the Asset Mix Committee.
HEAD OF CANADIAN EQUITIES AT QV INVESTORS
Ian Cooke is the Head of Canadian Equities at QV Investors. He joined the firm in September of 2006 and was named Vice President in 2011. As a Portfolio Manager of the QV Small Cap & Canadian Equity Pooled Funds, he is responsible for the analysis of equity investments. Mr. Cooke also currently sits on the company’s board of directors. Prior to joining QV, Mr. Cooke was employed as the Vice President of Research and Director at an investment management firm in Calgary.
Mr. Cooke completed his Bachelor of Commerce degree (distinction) at the University of Calgary's Haskayne School of Business in 2001. He was a member of the CPMT’s graduating class that year. He later went on to earn his Chartered Financial Analyst (CFA) designation in 2004, and is a member of the Calgary Society of Financial Analysts.
PORTFOLIO MANAGER AT THE UNIVERSITY OF CALGARY
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 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.
EQUITY RESEARCH ASSOCIATE AT SCOTIABANK
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.
DIRECTOR OF RESEARCH AT MAWER INVESTMENT MANAGEMENT
Vijay Viswanathan is Director of Research at Mawer Investment Management Ltd., which he joined in 2007. As Director of Research, he is responsible for managing the operations and strategic development for a team of 20 asset class managers and analysts. He also serves on the Firm’s Management Committee which is responsible for the development and execution of the Firm’s strategic plan. Mr. Viswanathan is the co-manager of the Mawer Canadian Equity Fund and the Mawer Canadian Equity Institutional Pooled Fund. Both funds received the Morningstar award for best Canadian equity fund for 2013.
Mr. Viswanathan completed his MBA at the Richard Ivey School of Business in April 2007, and received his Bachelor of Science from the University of Waterloo in 1998. He is a Chartered Financial Analyst charterholder and a member of the Calgary CFA Society. Mr. Viswanathan’s investment perspectives have been featured frequently in the media, including The Globe and Mail and Canadian Business.