CALGARY PORTFOLIO MANAGEMENT TRUST
ADRIANNA DOLATA
PORTFOLIO MANAGER
Degree: 5th Year, Finance / Economics
Coverage: Consumers & Financials
Internships: National Bank Financial, Investment Banking Summer Analyst (Summer 2022); groHERE Harvest, Business Development Intern (Summer/Fall 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
PORTFOLIO MANAGER
Degree: 5th Year, Finance / Mathematics
Coverage: Healthcare, Industrials, & Utilities
Internships: Collavidence, Chief Strategy Officer (Summer 2022); 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
PORTFOLIO MANAGER
Degree: 4th Year, Accounting / Data Science (Minor)
Coverage: Communication Services, Energy, & Materials
Internships: CIBC World Markets, Investment Banking Summer Analyst (Summer 2022); Deloitte, Staff Accountant I - Audit Intern (Summer 2021); University of Calgary, Summer Research Assistant (Summer 2020)
Extracurricular Activities: McGill International Portfolio Challenge, 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
PORTFOLIO MANAGER
Degree: 5th Year, Finance / Mathematics
Coverage: Healthcare, Industrials, & Utilities
Summer 2023: Barclays, Investment Banking Summer Analyst
Internships: Macritchie Inc., Private Equity Summer Analyst (Summer 2022); 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
PORTFOLIO MANAGER
Degree: 4th Year, Finance
Coverage: Information Technology & Real Estate
Fall 2022: National Bank Financial, Credit Capital Markets Fall Analyst
Internships: National Bank Financial, Credit Capital Markets Summer Analyst (Summer 2022); Sales Associate, Invico Capital (Winter 2022); University of Calgary, Treasury and Investments Intern (Summer 2021)
Extracurricular Activities: University of Calgary Dinos Mens Rugby Club
Interests: Snowboarding, Rugby, Weightlifting, Video Games
KARLEN SLATER
PORTFOLIO MANAGER
Degree: 5th Year, Finance
Coverage: Communication Services, Energy, & Materials
Internships: National Bank Financial, Investment Banking Summer Analyst (Summer 2022); Macritchie, Private Equity Analyst (Fall 2021/Winter 2022); 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
PORTFOLIO MANAGER
Degree: 5th Year, Finance
Coverage: Consumers & Financials
Internships: J.P. Morgan, Investment Banking Summer Analyst (Summer 2022); BCi, Canadian Large Cap Equities Analyst (Fall 2021); 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
PORTFOLIO MANAGER
Degree: 5th Year, Finance / Computer Science
Coverage: Information Technology & Real Estate
Internships: National Bank Financial, Project Finance Summer Analyst (Summer 2022); 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
DANIEL KRAPIWIN
INVESTMENT ANALYST
Degree: 4th Year, Finance
Coverage: Information Technology & Real Estate
Fall 2022: BluEarth Renewables, Finance Student
Summer 2023: National Bank Financial, Credit Capital Markets Intern
Internships: BluEarth Renewables, Finance Summer Student (Summer 2022)
Extracurricular Activities: McGill International Portfolio Challenge, JDC West 2022, University of Calgary Consulting Association, DeNovo Student Investment Fund
Interests: Disc Golf, Soccer, Golf, Travel, F1
INVESTMENT ANALYST
JACOB KEMP
Degree: 4th Year, Finance / Economics
Coverage: Information Technology & Real Estate
Fall 2022: SAF Group, Fall Analyst Intern
Summer 2023: TD Securities, Investment Banking Summer Analyst
Internships: Macritchie Inc, Private Equity Summer Analyst (Summer 2022); Acumen Capital Partners, Associate Capital Markets (Winter 2022); TAQA North Ltd., Financial Accounting Co-op Student (Summer 2021); TAQA North Ltd., Business Support Student (Summer 2020)
Extracurricular Activities: Haskayne Finance Club
Interests: Hockey, Golf, Hiking, Reading
JEEVAN GILL
INVESTMENT ANALYST
Degree: 4th Year, Finance / Music (Minor)
Coverage: Healthcare, Industrials, & Utilities
Summer 2023: Bank of America, Investment Banking Summer Analyst
Internships: Deloitte, Staff Accountant I - Audit Public (Summer 2022)
Extracurricular Activities: McGill International Portfolio Challenge, DeNovo Student Investment Fund, CFA Research Challenge, HSA Case Competition
Interests: Drumming, Music, Basketball, Fitness, Cooking
Joao V. Beani
INVESTMENT ANALYST
Degree: 3rd Year, Finance / Economics
Coverage: Consumers & Financials
Internships: Stone Co., Corporate Private Equity Summer Internship (Summer 2022); Pivotal Capital Advisory Group, Executive and Market Research Assistant (Fall 2021)
Extracurricular Activities: BRASA Talks, Social Via, BRASA at UofC, Scholars Academy, DeNovo Student Fund
Interests: Soccer, Tennis, Travelling, Music, Podcasts
JOEL HOMERSHAM
INVESTMENT ANALYST
Degree: 4th Year, Finance / Economics
Coverage: Communication Services, Energy, & Materials
Summer 2023: RBC Capital Markets, Investment Banking Summer Analyst
Internships: Ayrshire Group, Private Equity Intern Analyst (Winter 2022); West Earth Sciences, Business Development Intern (Summer 2021)
Extracurricular Activities: Haskayne Finance Club
Interests: Golf, Hockey, Guitar
INVESTMENT ANALYST
LUCAS FRAME
Degree: 4th Year, Honours Finance / Computer Science
Coverage: Consumers & Financials
Internships: Peters & Co. Limited, Equity Research Intern (Summer 2022); Peters & Co. Limited, Institutional Equity Sales & Trading Intern (Summer 2021)
Extracurricular Activities: Haskayne Finance Club
Interests: Hockey, Golf, Skiing, Camping
RAUNAK SANDHU
INVESTMENT ANALYST
Degree: 3rd Year, Computer Science / Honours Mathematics
Coverage: Healthcare, Industrials, & Utilities
Winter 2023: Ontario Teacher's Pension Plan, Programming and Quantitative Modelling Intern
Summer 2023: Amazon, Software Development Engineer Intern
Internships: Shanghai Jiao Tong University, Undergraduate Computer Science Researcher (Summer 2022); Dissolve, Data Science Intern (Summer 2020)
Extracurricular Activities: Competitive Badminton Player
Interests: Badminton, Hockey, Travelling, Reading
REBECCA BUTLER
INVESTMENT ANALYST
Degree: 4th Year, Finance
Coverage: Healthcare, Industrials, & Utilities
Summer 2023: National Bank Financial, Investment Banking Summer Analyst
Internships: Fidelity Investments, Financial Analyst (Summer 2022); Fidelity Investments, Advisor Sales Intern (Fall 2021)
Extracurricular Activities: RBC Fast Pitch Competition, CCAL Case Competition
Interests: Dance, Piano, Skiing, Fitness, Music, Travel, Coffee
RYAN CRISALLI
INVESTMENT ANALYST
Degree: 4th Year, Finance / Economics (Minor)
Coverage: Communication Services, Energy, & Materials
Summer 2023: BMO Capital Markets, Investment Banking Summer Analyst
Internships: CNOOC International, Finance Marketing Co-op Student (Fall 2021/ Winter 2022/Summer 2022); Caldwell Investment Management, Summer Intern (Summer 2021); TAQA North Ltd., Business Support Student (Summer 2020)
Extracurricular Activities: University of Calgary Trading Team, Haskayne Finance Club
Interests: Hockey, Golf, Snowboarding, Reading