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PORTFOLIO MANAGERS
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Emmanuel Fikreselassie

6th Year, Finance / Economics

Communication Services, Financials & Health Care

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Jack Demo

4th Year, Finance 

Energy, Industrials, Materials, & Utilities

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Lukas Fairley

5th Year, Finance / Economics

Energy, Industrials, Materials, & Utilities

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Max Konwitschny

4th Year, Finance

Energy, Industrials, Materials & Utilities

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Sarah Adamjee

4th Year, Finance 

Consumers, Information Technology, & Real Estate

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Sohil Agrawal

5th Year, Finance / Data Science (Minor) 

Communication Services, Financials, & Health Care

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Tara Jindal

4th Year, Finance / Data Science (Minor)

Consumers, Information Technology, & Real Estate

PORTFOLIO MANAGERS
INVESTMENT ANALYSTS
INVESTMENT ANALYSTS
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Caitlin Heggerud 

3rd Year, Finance / Actuarial Science

Communication Services, Financials, & Health Care

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Clayton Lillace 

3rd Year, Finance 

Communication Services, Financials, & Health Care

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Connor Bot

3rd Year, Finance 

Energy, Industrials, Materials & Utilities

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Dylan Westlake 

4th Year, Finance

Energy, Industrials, Materials & Utilities

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Smriti Sewak

3rd Year, Finance 

Consumers, Information Technology, & Real Estate

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James Altamirano 

3rd Year, Finance 

Consumers, Information Technology, & Real Estate

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Taro Lakra

3rd Year, Finance / Economics (Minor) 

Communication Services, Financials, & Health Care

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Joshua Olson 

5th Year, Finance 

Energy, Industrials, Materials & Utilities

BOARD OF DIRECTORS

Governance of the CPMT program, including accountability to our charter and investment policy statement, is the responsibility of the CPMT Board of Directors. The directors are also responsible for new student selection. Formally, the CFA Society Calgary and the Haskayne School of Business each appoint two directors and the faculty supervisor.

Ari Pandes

Associate Professor of 

Finance at the University

of Calgary

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Diana Chaw

Portfolio Manager at QV Investors Inc. 

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Jaclyn Perrot 

Managing Director, Investment Product Strategy & Research at ATB Wealth 

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Thomas Holloway

Faculty Supervisor of 

the CPMT

BOARD OF DIRECTORS
ALUMNI
ALUMNI
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