CALGARY PORTFOLIO MANAGEMENT TRUST
ABHISHEK SEWAK
PORTFOLIO MANAGER
Degree: 5th Year, Finance / Actuarial Science
Coverage: Consumers, Energy, Health Care, Materials, & Utilities
Summer 2022: RBC Capital Markets, Investment Banking Summer Analyst
Internships: Manulife, Actuarial Analyst (Summer 2021); CIBC World Markets, Investment Banking Co-op Analyst (Winter 2021); Fidelity Investments Canada, Inside Sales Advisor (Winter 2020)
Extracurricular Activities: Calgary Bridge Foundation for Youth, Kings 11 Cricket Club, UCalgary Science Ambassador
Interests: Travel, Hiking, Crickets, Reading
JACK MORGAN
PORTFOLIO MANAGER
Degree: 4th Year, Finance
Coverage: Consumers, Energy, Health Care, Materials, & Utilities
Internships: CNRL, Finance Markets Student (Summer 2021); CNRL, Joint Venture Accountant (Summer 2020)
Extracurricular Activities: UCalgary Debate Society, Haskayne Finance Club, Schulich Space Rover Team
Interests: Basketball, Mountaineering, Guitar, Volunteering, Motorcycles
KATIE TU
PORTFOLIO MANAGER
Degree: 4th Year, Finance / Economics (Minor)
Coverage: Consumers, Energy, Health Care, Materials, & Utilities
Full-Time Placement: CIBC World Markets, Investment Banking Analyst
Internships: CIBC World Markets, Investment Banking Summer Analyst (Summer 2021)
Extracurricular Activities: McGill International Portfolio Challenge (2021), Dress for Success Calgary
Interests: Music, Film, Fashion, Travel
KIAN SADEGHI
PORTFOLIO MANAGER
Degree: 4th Year, Finance / Mathematics
Coverage: Financials, Industrials, Real Estate, Technology, Media, & Telecommunications
Summer 2022: RBC Capital Markets, Investment Banking Summer Analyst
Internships: McLean Family Office, Summer Research Analyst (Summer 2021); Landstar Development Corp., Summer Analyst (Summer 2020)
Extracurricular Activities: Rotman International Trading Competition, Finesse Wealth Management Student Trust
Interests: Basketball, Boxing, Soccer, Music
SINA HADJAHMADI-ARDAKANI
PORTFOLIO MANAGER
Degree: 4th Year, Finance
Coverage: Financials, Industrials, Real Estate, Technology, Media, & Telecommunications
Internships: National Digital Asset Exchange, Client Support Intern (Winter 2021 - Winter 2022); National Digital Asset Exchange, Business Development Intern (Summer 2020, Fall 2020)
Extracurricular Activities: BP Trading Competition
Interests: Hockey, Chess, Podcasts
ADRIANNA DOLATA
INVESTMENT ANALYST
Degree: 4th Year, Finance / Economics
Coverage: Consumers, Energy, Health Care, Materials, & Utilities
Fall 2021: groHERE Harvest, Business Development Intern
Summer 2022: National Bank Financial, Investment Banking Summer Analyst
Internships: groHERE Harvest, Business Development Intern (Summer 2021)
Extracurricular Activities: University of Calgary Consulting Association, Women in Capital Markets, Bridge to Capital Markets, JDC West, 2021 ASEC EnergyBowl Case Competition, 2020 CFA Equity Research Challenge, 2020 Haskayne Accounting Case Competition, 2020 EY Challenge
Interests: Cooking and Baking, Piano, Hiking, Swimming, Photography, French Language and Culture, Reading, Travel
ARNUV MAYANK
INVESTMENT ANALYST
Degree: 4th Year, Finance / Mathematics
Coverage: Financials, Industrials, Real Estate, Technology, Media, & Telecommunications
Internships: University of Calgary, Undergraduate Researcher (Summer 2021); Hicks Intellectual Property Law, Patent Assistant (Summer 2019)
Extracurricular Activities: HCC Case Competition, CCAL Case Competition
Interests: Tennis, Gaming, Travelling, Running, Hiking
EMILY CHEN
INVESTMENT ANALYST
Degree: 3rd Year, Accounting / Data Science (Minor)
Coverage: Consumers, Energy, Health Care, Materials, & Utilities
Summer 2022: CIBC World Markets, Investment Banking Summer Analyst
Internships: Deloitte, Staff Accountant I - Audit Intern (Summer 2021); University of Calgary, Summer Research Assistant (Summer 2020)
Extracurricular Activities: Inter-Collegiate Business Competition, Haskayne Students' Association, Calgary Social Value Fund, University of Calgary Consulting Association, Enactus Calgary, Women in Capital Markets, Business Technology Club, KPMG Ideation Challenge, Birchcliff Oil and Gas Case Competition
Interests: Baking, Painting, Music, Fashion, Yoga, Fitness
ERIC XIAO
INVESTMENT ANALYST
Degree: 4th Year, Accounting / Mathematics
Coverage: Financials, Industrials, Real Estate, Technology, Media, & Telecommunications
Internships: ARC Resources, Treasury Co-op Student (Summer 2021); Seven Generations Energy, Treasury Co-op Student (Winter 2021)
Extracurricular Activities: Rotman International Trading Competition
Interests: Fitness, Hockey, Golf, Basketball, Snowboarding, Video Games
GAVIN STALWICK
INVESTMENT ANALYST
Degree: 3rd Year, Finance
Coverage: Financials, Industrials, Real Estate, Technology, Media, & Telecommunications
Internships: University of Calgary, Treasury and Investments Intern (Summer 2021)
Extracurricular Activities: University of Calgary Men's Rugby Club, 2019 CCAL Case Competition
Interests: Snowboarding, Rugby, Weightlifting, Video Games
KARLEN SLATER
INVESTMENT ANALYST
Degree: 4th Year, Finance
Coverage: Consumers, Energy, Health Care, Materials, & Utilities
Fall 2021 / Winter 2022: Macritchie, Private Equity Analyst
Summer 2022: National Bank Financial, Investment Banking Summer Analyst
Internships: Radicle, Global Markets and Strategy Intern (Summer 2021); Goodpin, Executive Intern (Fall 2020)
Extracurricular Activities: BP Trading Competition, Finesse Wealth Management, Haskayne Consulting Club
Interests: Hockey, Golf, Water Sports, Volunteering
NOOR AZEEM
INVESTMENT ANALYST
Degree: 4th Year, Finance
Coverage: Financials, Industrials, Real Estate, Technology, Media, & Telecommunications
Fall 2021: BCi, Canadian Large Cap Equities Analyst
Summer 2022: J.P. Morgan, Investment Banking Summer Analyst
Internships: Peters & Co. Limited, Corporate Finance Intern (Summer 2021)
Extracurricular Activities: CFA Research Challenge, CaseIT Case Competition, JDC West (Business Strategy Delegate), BP Trading Competition, RBC Fast Pitch Competition, Haskayne Consulting Club Winter Project, Accenture Community Consulting Project, Ethics of Business Technology Case Competition, CCAL Case Competition
Interests: Spin, Hiking, Paintball, Music, Basketball
WESLEY SHERRARD
INVESTMENT ANALYST
Degree: 4th Year, Finance / Computer Science
Coverage: Consumers, Energy, Health Care, Materials, & Utilities
Internships: National Bank Financial, Credit Capital Markets Intern (Summer 2021); Merchant Equities Capital Corp., Analyst (Fall 2020)
Extracurricular Activities: University of Calgary Trading Team, BP Trading Competition
Interests: Snowboarding, Hiking, Reading