CALGARY PORTFOLIO MANAGEMENT TRUST
EMMANUEL FIKRESELASSIE
PORTFOLIO MANAGER
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Degree: 6th Year, Finance / Economics
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Coverage: Communication Services, Financials, & Health Care
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Full-Time Placement: RBC Capital Markets, Investment Banking Analyst
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Summer 2024: RBC Capital Markets, Investment Banking Summer Analyst
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Internships: Ayrshire Group, Intern Analyst (Summer 2023); Sustainable Development Technology Canada, Investment Analyst Intern (Winter 2023); Neo Financial, Operations Intern (Fall 2021)
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Extracurricular Activities: McGill International Portfolio Competition, CFA Research Challenge
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Interests: Fitness, Music, Philanthrophy, Reading, Soccer
JACK DEMO
PORTFOLIO MANAGER
Degree: 4th Year, Finance
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Coverage: Energy, Industrials, Materials, & Utilities
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Full-Time Placement: BMO Capital Markets, Investment Banking Analyst
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Summer 2024: BMO Capital Markets, Investment Banking Summer Analyst
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Internships: Suncor, Finance & Planning Intern (Winter 2023/Summer 2023); Wellington-Altus Private Wealth Management, Summer Associate (Summer 2022)
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Extracurricular Activities: DeNovo Student Investment Fund, Haskayne Finance Club
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Interests: Hockey, Golf, Skiing, Podcasts
LUKAS FAIRLEY
PORTFOLIO MANAGER
Degree: 5th Year, Finance / Economics
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Coverage: Energy, Industrials, Materials, & Utilities
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Full-Time Placement: TD Securities, Investment Banking Analyst
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Summer 2024: TD Securities, Investment Banking Summer Analyst
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Internships: Plains Midstream Canada, Crude Oil Supply and Trading (Summer 2023/Fall 2023); Enbridge, Corporate Development Summer Student (Summer 2022); University of Calgary, Research Assistant (Summer 2021)
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Extracurricular Activities: Haskayne Students' Association, JDC West, DeNovo Student Investment Fund
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Interests: Hiking, Golf, Basketball
MAX KONWITSCHNY
PORTFOLIO MANAGER
Degree: 4th Year, Finance
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Coverage: Energy, Industrials, Materials, & Utilities
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Summer 2024: Inter Pipeline, Corporate Development Summer Analyst
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Internships: BMO Capital Markets, Investment Banking Fall Analyst (Fall 2023);
Inter Pipeline, Financial Planning & Analytics Intern (Summer 2023)
Extracurricular Activities: McGill International Portfolio Competition, Van Berkom Small Cap Case Competition, BP Trading Competition
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Interests: Astronomy, Coffee, Hockey
SARAH ADAMJEE
PORTFOLIO MANAGER
Degree: 4th Year, Finance
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Coverage: Consumers, Information Technology, & Real Estate
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Full-Time Placement: CPP Investments, Rotational Analyst
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Summer 2024: National Bank Financial, Investment Banking Summer Analyst
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Internships: Dream Asset Management, Financial Planning & Analysis Intern (Summer 2023)
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Extracurricular Activities: JDC West, International Case Competitions (TREL), Haskayne Finance Club
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Interests: Hiking, Weightlifting, Reading, Music
SOHIL AGRAWAL
PORTFOLIO MANAGER
Degree: 5th Year, Finance / Data Science (Minor)
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Coverage: Communication Services, Financials, & Health Care
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Full-Time Placement: J.P. Morgan, Investment Banking Analyst
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Summer 2024: BMO Capital Markets, Investment Banking Summer Analyst
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Internships: Werklund Family Office, Private Equity Intern (Summer 2023); Deloitte, Business Analyst Intern - Finance & Performance Consulting (Summer 2022)
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Extracurricular Activities: Killam Fellowship - Fulbright Canada, Inter-Collegiate Business Competition, JDC West, Pro-Bono Consulting Projects (Pembina Pipelines / The Mustard Seed), International Case Competitions (MICCSR / TREL)
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Interests: Basketball, Badminton, Golf, Hiking, Scuba Diving
TARA JINDAL
PORTFOLIO MANAGER
Degree: 4th Year, Finance
Coverage: Consumers, Information Technology, & Real Estate
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Summer 2025: Morgan Stanley, Investment Banking Summer Analyst
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Summer 2024: BP, Trading & Shipping Intern
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Internships: Ontario Teachers' Pension Plan, Private Equity Analyst (Winter 2024); CIBC Capital Markets, Investment Banking Summer Analyst (Summer 2023)
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Extracurricular Activities: JDC West, University of Calgary Trading Team
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Interests: Chess, Concerts, Gym, Music
CAITLIN HEGGERUD
INVESTMENT ANALYST
Degree: 3rd Year, Finance / Actuarial Science
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Coverage: Communication Services, Financials, & Health Care
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Summer 2025: BP, Trading & Shipping Intern
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Summer 2024: Saskatchewan Government Insurance, Commercial Property Underwriting Operational Support​
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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
INVESTMENT ANALYST
Degree: 3rd Year, Finance
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Coverage: Communication Services, Financials, & Health Care
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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
INVESTMENT ANALYST
Degree: 3rd 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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Summer 2025: ATB Capital Markets, Corporate Banking Summer Analyst ​​​
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Winter 2025: BMO Capital Markets, Investment Banking Winter Analyst ​
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Internships: PwC, Assurance Intern (Summer 2024)
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Extracurricular Activities: McGill International Portfolio Competition, University of Calgary Consulting Association, JDC West
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Interests: Piano, Weightlifting, Reading
DYLAN WESTLAKE
INVESTMENT ANALYST
Degree: 4th 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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Summer 2024: AGI, Corporate Development Summer Analyst
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Internships: 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
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JAMES ALTAMIRANO
INVESTMENT ANALYST
Degree: 3rd Year, Finance
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Coverage: Consumers, Information Technology, & Real Estate
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Summer 2025: National Bank Financial, Investment Banking Summer Analyst
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Summer 2024: Mclean Family Office, Equity Research Associate Intern
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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
INVESTMENT ANALYST
JOSHUA OLSON
Degree: 5th 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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Summer 2024: Corporate Development Intern, Pivotal Energy Partners Inc.
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Internships: Corporate Development Intern, Pivotal Energy Partners Inc. (Summer 2023/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
INVESTMENT ANALYST
Degree: 3rd Year, Finance
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Coverage: Consumers, Information Technology, & Real Estate
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Summer 2025: J.P. Morgan, Investment Banking Summer Analyst
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Fall 2024: BMO Capital Markets, Investment Banking Fall Analyst
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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
INVESTMENT ANALYST
Degree: 3rd Year, Finance / Economics (Minor)
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Coverage: Communication Services, Financials & Health Care
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Summer 2025: McKinsey & Company, Business Analyst Intern
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Summer 2024: KisoJi Biotechnology, Summer Analyst
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Extracurricular Activities: Inter-Collegiate Business Competition, McGill International Portfolio Competition, Harvard Global Case Competition, MIT Sloan Sports Analytics Conference, Scholars Academy
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Interests: Tennis, Poker, Surfing, Travel, NHL, NFL