ADRIANNA DOLATA

PORTFOLIO MANAGER

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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

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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

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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

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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

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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

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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

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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

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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

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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
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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

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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

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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

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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
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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

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Degree: 3rd Year, Computer Science / Honours Mathematics 

Coverage: Healthcare, Industrials, & Utilities 

Winter 2023: Ontario Teacher's Pension Plan, Programming and Quantitative Modelling Intern

Summer 2023Amazon, 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

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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

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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