CALGARY PORTFOLIO MANAGEMENT TRUST
DANIEL KRAPIWIN
PORTFOLIO MANAGER
Degree: 5th Year, Finance
Coverage: Energy, Materials, & Utilities
Summer 2023: National Bank Financial, Credit Capital Markets Intern
Internships: BluEarth Renewables, Finance Summer Student (Summer 2022/Fall 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
JACOB KEMP
PORTFOLIO MANAGER
Degree: 5th Year, Finance / Economics
Coverage: Communication Services & Consumers
Summer 2023: TD Securities, Investment Banking Summer Analyst
Internships: SAF Group, Fall Analyst Intern (Fall 2022); 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
PORTFOLIO MANAGER
Degree: 5th Year, Finance / Music (Minor)
Coverage: Financials, Industrials, & Real Estate
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 Investment Fund, CFA Research Challenge
Interests: Drumming, Music, Basketball, Fitness, Cooking
JOAO VITOR BEANI
PORTFOLIO MANAGER
Degree: 4th Year, Finance / Economics (Minor)
Coverage: Information Technology & Health Care
Summer 2024: RBC Capital Markets, Investment Banking Summer Analyst
Summer 2023: IGC Partners, Investment Banking Summer Analyst
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
JOEL HOMERSHAM
PORTFOLIO MANAGER
Degree: 5th Year, Finance / Economics
Coverage: Communication Services & Consumers
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
LUCAS FRAME
PORTFOLIO MANAGER
Degree: 5th Year, Honours Finance / Computer Science
Coverage: Energy, Materials, & Utilities
Summer 2023: Peters & Co. Equity Research Associate
Internships: SAF Group, Winter Analyst Intern (Winter 2023); 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
REBECCA BUTLER
PORTFOLIO MANAGER
Degree: 5th Year, Finance
Coverage: Communication Services & Consumers
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: Fitness, Piano, Surfing, Music, Dance, Travel, Coffee
RYAN CRISALLI
PORTFOLIO MANAGER
Degree: 5th Year, Finance
Coverage: Financials, Industrials, & Real Estate
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
EMMANUEL FIKRESELASSIE
INVESTMENT ANALYST
Degree: 5th Year, Finance / Economics
Coverage: Communication Services & Consumers
Summer 2024: RBC Capital Markets, Investment Banking Summer Analyst
Summer 2023: Ayrshire Group, Intern Analyst
Internships: Sustainable Development Technology Canada, Investment Analyst Intern (Winter 2023); Neo Financial, Operations Intern (Fall 2021)
Extracurricular Activities: CFA Research Challenge
Interests: Soccer, Music, Reading, Fitness, Philanthropy
INVESTMENT ANALYST
JACK DEMO
Degree: 3rd Year, Finance / Economics (Minor)
Coverage: Energy, Materials, & Utilities
Summer 2024: BMO Capital Markets, Investment Banking Summer Analyst
Summer 2023: Suncor, Finance & Planning Intern (Winter 2023/Summer 2023)
Internships: Wellington-Altus Private Wealth Management, Summer Associate (Summer 2022)
Extracurricular Activities: DeNovo Student Investment Fund, Haskayne Finance Club
Interests: Hockey, Golf, Skiing, Podcasts
LUKAS FAIRLEY
INVESTMENT ANALYST
Degree: 4th Year, Finance / Economics
Coverage: Energy, Materials, & Utilities
Summer 2024: TD Securities, Investment Banking Summer Analyst
Summer 2023: Plains Midstream Canada, Crude Oil Supply and Trading Intern (Summer 2023/Fall 2023)
Internships: Enbridge, Corporate Development Summer Student (Summer 2022); University of Calgary, Research Assistant (Summer 2021)
Extracurricular Activities: Haskayne Students' Association, JDC West, DeNovo Student Investment Fund
Interests: Hiking, Golf, Basketball
MAX KONWITSCHNY
INVESTMENT ANALYST
Degree: 3rd Year, Finance
Coverage: Financials, Industrials, & Real Estate
Fall 2023: BMO Capital Markets, Investment Banking Fall Analyst
Summer 2023: Inter Pipeline, Financial Planning & Analysis Intern
Extracurricular Activities: Van Berkom Small Cap Case Competition, BP
Trading Competition
Interests: Astronomy, Hockey, Coffee, Video Games
INVESTMENT ANALYST
SARAH ADAMJEE
Degree: 3rd Year, Finance
Coverage: Communication Services & Consumers
Summer 2024: National Bank Financial, Investment Banking Summer Analyst
Summer 2023: Dream Asset Management, Financial Planning & Analysis Intern
Extracurricular Activities: JDC West, International Case Competitions (TREL), Haskayne Finance Club
Interests: Hiking, Weightlifting, Reading, Music
SOHIL AGRAWAL
INVESTMENT ANALYST
Degree: 4th Year, Finance / Data Science (Minor) / Entrepreneurial Thinking (Certificate)
Coverage: Information Technology & Health Care
Summer 2024: BMO Capital Markets, Investment Banking Summer Analyst
Summer 2023: Werklund Family Office, Private Equity Intern
Internships: Deloitte, Business Analyst Intern - Finance & Performance
Consulting (Summer 2022)
Extracurricular Activities: Inter-Collegiate Business Competition, JDC West, Pro-Bono Consulting Projects (Pembina Pipelines / The Mustard Seed), International Case Competitions (MICCSR / TREL)
Interests: Basketball, Badminton, Golf, Hiking, Music
TARA JINDAL
INVESTMENT ANALYST
Degree: 3rd Year, Finance / Data Science (Minor)
Coverage: Information Technology & Health Care
Summer 2024: BP, Trading & Shipping Intern
Summer 2023: CIBC Capital Markets, Investment Banking Summer Analyst
Extracurricular Activities: JDC West, University of Calgary Trading Team
Interests: Music, Hiking, Gym, Movies