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PM-Caitlin Heggerud
CAITLIN HEGGERUD

PORTFOLIO MANAGER

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Degree: 4th Year, Finance / Actuarial Science

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Coverage: Consumers, Financials, & Real Estate 

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Summer 2025: BP, Trading & Shipping Intern

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Internships: Saskatchewan Government Insurance, Commercial Property Underwriting Operational Support (Summer 2024)​

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Extracurricular Activities: JDC West, Haskayne Commerce Undergraduate Society, Science Ambassadors

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Interests: Long Distance Running, Backcountry Camping, Skiing, Graphic Design

PM-Clayton Lillace
CLAYTON LILLACE

PORTFOLIO MANAGER

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Degree: 4th Year, Finance 

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Coverage: Consumers, Financials, & Real Estate 

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Summer 2025: TD Securities, Investment Banking Summer Analyst

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Work Experience: Action Engine, Automotive Restoration Project Manager (2016-2024)

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Extracurricular Activities: Haskayne Finance Club

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Interests: Classic Cars, Bouldering, Cooking, Music 

PM-Connor Bot
CONNOR BOT

PORTFOLIO MANAGER

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Degree: 4th Year, Finance

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Coverage: Energy, Industrials, Materials, & Utilities

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Summer 2026: J.P. Morgan, Investment Banking Summer Analyst

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Fall 2025: OMERS, Private Equity Fall Analyst   

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Summer 2025: ATB Capital Markets, Corporate Banking Summer Analyst ​​​​​

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Internships: BMO Capital Markets, Investment Banking Winter Analyst (Winter 2025); PwC, Assurance Intern (Summer 2024)

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Extracurricular Activities: McGill International Portfolio Challenge, University of Calgary Consulting Association, JDC West

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Interests: Piano, Weightlifting, Running

PM-Dylan Westlake
DYLAN WESTLAKE

PORTFOLIO MANAGER

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Degree: 5th Year, Finance 

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Coverage: Energy, Industrials, Materials, & Utilities

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Summer 2025: J.P. Morgan, Investment Banking Summer Analyst​​

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Internships: AGI, Corporate Development Summer Analyst (Summer 2024); McLean Family Office, Equity Research Associate Intern (Fall 2023/Winter 2024); FLINT Corp, Treasury Accounting Intern (Summer 2023)

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Extracurricular Activities: DeNovo Student Investment Fund, CFA Research Challenge, JDC West

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Interests: Hockey, Skiing, Weightlifting 

PM-James Altamirano
JAMES ALTAMIRANO

PORTFOLIO MANAGER

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Degree: 4th Year, Finance

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Coverage: Communication Services, Health Care & Information Technology 

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Summer 2025: National Bank Financial, Investment Banking Summer Analyst

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Internships: Mclean Family Office, Equity Research Associate Intern (Summer/Fall 2024)

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Extracurricular Activities: UCalgary Racing, DeNovo Student Investment Fund

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Interests: Kart Racing, Formula 1, Poker, Cars, Fishing, Reading

PM-Joshua Olson
JOSHUA OLSON

PORTFOLIO MANAGER

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Degree: 6th Year, Finance

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Coverage: Energy, Industrials, Materials & Utilities

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Summer 2025: National Bank Financial, Investment Banking Summer Analyst​

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Internships: Corporate Development Intern, Pivotal Energy Partners Inc. (Summer 2024 & Summer/Fall 2023); Accounting Summer Student, Burnet, Duckworth & Palmer LLP (Summer 2022)

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Extracurricular Activities: Haskayne Finance Club

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Interests: Travel, Golf, Video Games, Hockey, Cooking

PM-Smriti Sewak
SMRITI SEWAK

PORTFOLIO MANAGER

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Degree: 4th Year, Finance

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Coverage: Consumers, Financials, & Real Estate 

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Summer 2025: J.P. Morgan, Investment Banking Summer Analyst

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Internships: BMO Capital Markets, Investment Banking Fall Analyst (Fall 2024)

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Extracurricular Activities: DeNovo Student Investment Fund, Haskayne Students' Association, TD Securities M&A Challenge, HSA Case Competition

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Interests: Photography, Cafes, Baking, Reading, Hiking, Journaling

IA-Taro Lakra
TARO LAKRA

PORTFOLIO MANAGER

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Degree: 4th Year, Finance / Economics (Minor)

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Coverage: Communication Services, Health Care & Information Technology

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Summer 2025: McKinsey & Company, Business Analyst Intern

 

Internships: KisoJi Biotechnology, Summer Analyst (Summer 2024)

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Extracurricular Activities: Inter-Collegiate Business Competition, McGill International Portfolio Competition, Harvard Global Case Competition, Map the System at Oxford, MIT Sloan Sports Analytics Conference, Scholars Academy

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Interests: Tennis, Poker, Surfing, Travel, NHL, NFL

IA-Calder Chin
CALDER CHIN

INVESTMENT ANALYST

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Degree: 3rd Year, Finance 

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Coverage: Energy, Industrials, Materials & Utilities

 

Fall 2025: BMO Capital Markets, Investment Banking Fall Analyst

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Summer 2025: STEP Energy Services, Finance Student

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Extracurricular Activities: Haskayne Finance Club, BP Trading Competition

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Interests: Hockey, Baseball, Weightlifting, Music

IA-Conor McCulloch
CONOR MCCULLOCH

INVESTMENT ANALYST

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Degree: 4th Year, Finance 

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Coverage: Energy, Industrials, Materials & Utilities

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Summer 2026: TD Securities, Investment Banking Summer Analyst

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Summer 2025: Tourmaline Oil, Finance & Accounting Summer Student

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Extracurricular Activities: Haskayne Finance Club, BP Trading Competition

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Interests: Skiing, Golf, Basketball, Cycling, Travel

IA-James Downs
JAMES DOWNS

INVESTMENT ANALYST

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Degree: 3rd Year, Finance 

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Coverage: Consumers, Financials & Real Estate

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Summer 2025: Tribune Capital, Investment Analyst

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Extracurricular Activities: Denovo Student Fund, BMO Mentorship Program, BP Trading Competition, AB2050 Case Competition

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Interests: Baseball, Hockey, Golf, Snowboarding, Video Games

IA-Joey Bianchini
JOEY BIANCHINI 

INVESTMENT ANALYST

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Degree: 3rd Year, Finance 

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Coverage: Energy, Industrials, Materials & Utilities​

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Summer 2025: Plains Midstream, NGL Trading Intern 

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Extracurricular Activities: Haskayne Finance Club

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Interests: Hockey, Snowboarding, Fishing, Golf

IA -Kyle Hoover-Reoyo
KYLE HOOVER-REOYO

INVESTMENT ANALYST

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Degree: 5th Year, Finance

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Coverage: Consumers, Financials & Real Estate

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Summer 2026: Scotiabank Global Banking and Markets, Investment Banking Summer Analyst

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Fall 2025: SAF Group, Private Credit Fall Analyst

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Summer 2025: PwC, Audit Summer Associate

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Internships: SAF Group, Operations Accountant (Fall 2023, Winter 2024 & Winter 2025); PwC, Audit Summer Associate (Summer 2024)

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Extracurricular Activities: CFA Research Challenge, DeNovo Student Investment Fund, Haskayne Finance Club, JDC West, University of Calgary Consulting Association

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Interests: Basketball, Chess, Cooking, Golf, Kickboxing, Travel

IA-Nicholas Tudhope
NICHOLAS TUDHOPE

INVESTMENT ANALYST

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Degree: 4th Year, Finance

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Coverage: Energy, Industrials, Materials & Utilities 

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Summer 2026: National Bank Financial, Investment Banking Summer Analyst

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Summer 2025: Kluane Partners, Investment Banking Summer Analyst

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Internships: SAF, Accounting Operations; Best Services, Business Development Intern

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Extracurricular Activities: CFA Research Challenge, JDC West, University of Calgary Rugby, Global Hydrogen Challenge, DeNovo Student Investment Fund

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Interests: Snowboarding, Hockey, Golf, Rugby, Reading, Running, Swimming

IA-Nife Abayomi
NIFE ABAYOMI

INVESTMENT ANALYST

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Degree: 3rd Year, Finance 

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Coverage: Consumers, Financials & Real Estate

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Summer 2026: RBC Capital Markets, Investment Banking Summer Analyst

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Summer 2025: KPMG, Audit Associate

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Work Experience: Teaching Assistant, MGST 391 & MGST 613; Doctor of Business Administration (DBA), Program Assistant; Research Assistant, ENTI 217  

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Extracurricular Activities: JDC West, BMO Mentorship Program, CFA Research Challenge, Innovation Sandbox, UCalgary Blockchain Society, UCalgary KIVA, KPMG Ace the Case, TD Corporate Acquisition Challenge, AB2050 Case Competition

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Interests: Baking, Cooking, Hiking, Knitting, Painting, Reading, Swimming

IA-Patrick Iwinski
PATRICK IWINSKI

INVESTMENT ANALYST

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Degree: 3rd Year, Finance 

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Coverage: Communication Services, Health Care & Information Technology​

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Summer 2025: CCX, Research Analyst

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Internships: Better Business Bureau, Marketing Intern (Summer 2024)

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Extracurricular Activities: University of Calgary Investment Reaserch Club, Denovo Student Investment Fund, AB2050 Case Competition, BMO Mentorship Program

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Interests: Hockey, Golf, Reading, Python

IA-Saad Abdullah
SAAD ABDULLAH

INVESTMENT ANALYST

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Degree: 4th Year, Finance / Computer Science

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Coverage: Communication Services, Health Care & Information Technology

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Summer 2026: RBC Capital Markets, Investment Banking Summer Analyst

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Summer 2025: Suncor Energy, Finance & Data Engineering Intern

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Internships: Greatway Financial, Financial Advisor (Winter 2025); Magic Dealz, Web Developer (Fall 2021); Canadian Distributor, Accounting Specialist Assistant (Summer 2021)

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Extracurricular Activities: JDC West, Rotman Interactive Trader Competition, Digital Innovation Case Competition, BMO Mentorship Program, Scholars Academy, Computer Science Undergraduate Society, CalgaryHacks, RBC Fast Pitch, Ascent Pitch Competition, Calgary Ismaili Students Association

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Interests: Soccer, Hiking, Volleyball, Reading, Cooking, Supercars, Travel 

CONTACT

Thomas Holloway, CFA

Faculty Supervisor for the CPMT Program

Email: thomas.holloway@ucalgary.ca

 

Click here to sign up for the CPMT mailing list

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Donate to the trust here. Each donation gives twice, by sustaining the learning opportunity and through the portfolio income that supports finance at Haskayne. Gifts are tax deductible.

 

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