CALGARY PORTFOLIO MANAGEMENT TRUST
OUR TEAM
PORTFOLIO MANAGERS
Connor Bot
4th Year, Finance
Energy, Industrials, Materials & Utilities
James Altamirano
4th Year, Finance
Communication Services, Health Care & Information Technology
4th Year, Finance / Economics (Minor)
Communication Services, Health Care & Information Technology
INVESTMENT ANALYSTS
Kyle Hoover-Reoyo
5th Year, Finance
Consumers, Financials & Real Estate
James Downs
3rd Year, Finance
Consumers, Financials & Real Estate
4th Year, Finance / Computer Science
Communication Services, Health Care & Information Technology
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