OUR TEAM

PORTFOLIO MANAGERS

Akash Sekar

5th Year, Finance / Economics

Consumers, Energy, Materials, & Utilities

Breanna Schollaardt

4th Year, Finance

Consumers, Energy, Materials, & Utilities

Dhruv Jindal

4th Year, Finance

Financials, Industrials, Technology, Media, & Telecommunications

Erik Skoronski

5th Year, Finance / Engineering

Financials, Industrials, Technology, Media, & Telecommunications

Jose Alejandro Menjivar

5th Year, Finance /

Computer Science

Health Care & Real Estate

Hayley Hicks

5th Year, Finance

Health Care & Real Estate

Willie Li

5th Year, Finance / Engineering

Financials, Industrials, Technology, Media, & Telecommunications

Helena Cherniak-Kennedy

4th Year, Finance / Math

Consumers, Energy, Materials, & Utilities

INVESTMENT ANALYSTS

Abhishek Sewak

4th Year, Finance /

Actuarial Science

Consumers, Energy, Materials, & Utilities

Jack Morgan

3rd Year, Finance

Consumers, Energy, Materials, & Utilities

Katie Tu

3rd Year, Finance

Consumers, Energy, Materials, & Utilities

Kian Sadeghi

3rd Year, Finance

Financials, Industrials, Technology, Media, & Telecommunications

Sina Hadjiahmadi-Ardakani

3rd Year, Finance

Financials, Industrials, Technology, Media, & Telecommunications

Stephen Nguyen

3rd Year, Finance

Health Care & 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.

Ari Pandes

Associate Professor of

Finance at the University

of Calgary

James Anderson

Managing Director and Portfolio Manager at Palisade Capital Management Ltd.

Jessica Hulsman

Equity Research Associate at Scotiabank

Shiv Desai

Portfolio Manager at the University of Calgary

Thomas Holloway

Faculty Supervisor of

the CPMT

BOARD OF ADVISORS

The CPMT students and the investment mandate are advised by a group of prominent investment management leaders representing some of the city's top buy side firms. This Board of Advisors are involved in individual mentorship as well as critique of and guidance on student equity research.