CALGARY PORTFOLIO MANAGEMENT TRUST
CAITLIN HEGGERUD
PORTFOLIO MANAGER
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
CLAYTON LILLACE
PORTFOLIO MANAGER
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
CONNOR BOT
PORTFOLIO MANAGER
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
DYLAN WESTLAKE
PORTFOLIO MANAGER
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
JAMES ALTAMIRANO
PORTFOLIO MANAGER
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
JOSHUA OLSON
PORTFOLIO MANAGER
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
SMRITI SEWAK
PORTFOLIO MANAGER
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
TARO LAKRA
PORTFOLIO MANAGER
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
CALDER CHIN
INVESTMENT ANALYST
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
CONOR MCCULLOCH
INVESTMENT ANALYST
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
JAMES DOWNS
INVESTMENT ANALYST
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
JOEY BIANCHINI
INVESTMENT ANALYST
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
KYLE HOOVER-REOYO
INVESTMENT ANALYST
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
NICHOLAS TUDHOPE
INVESTMENT ANALYST
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
NIFE ABAYOMI
INVESTMENT ANALYST
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
PATRICK IWINSKI
INVESTMENT ANALYST
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
SAAD ABDULLAH
INVESTMENT ANALYST
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