CALGARY PORTFOLIO MANAGEMENT TRUST
OUR TEAM
PORTFOLIO MANAGERS
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6th Year, Finance / Economics
Communication Services, Financials & Health Care
Lukas Fairley
5th Year, Finance / Economics
Energy, Industrials, Materials, & Utilities
5th Year, Finance / Data Science (Minor)
Communication Services, Financials, & Health Care
4th Year, Finance / Data Science (Minor)
Consumers, Information Technology, & Real Estate
INVESTMENT ANALYSTS
3rd Year, Finance / Actuarial Science
Communication Services, Financials, & Health Care
Connor Bot
3rd Year, Finance
Energy, Industrials, Materials & Utilities
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James Altamirano
3rd Year, Finance
Consumers, Information Technology, & Real Estate
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.
Diana Chaw
Portfolio Manager at QV Investors Inc.
Jaclyn Perrot
Sessional Finance Instructor at the University of Calgary and Investment Professional
Thomas Holloway
Faculty Supervisor of
the CPMT