OUR TEAM

PORTFOLIO MANAGERS

Abhishek Sewak

5th Year, Finance / Actuarial Science

Consumers, Energy, Health Care, Materials, & Utilities

Jack Morgan

4th Year, Finance

Consumers, Energy, Health Care, Materials, & Utilities

Katie Tu

4th Year, Finance / Economics (Minor)

Consumers, Energy, Health Care, Materials, & Utilities

Kian Sadeghi

4th Year, Finance

Financials, Industrials, Real Estate, Technology, Media, & Telecommunications

Sina Hadjahmadi-Ardakani

4th Year, Finance

Financials, Industrials, Real Estate, Technology, Media, & Telecommunications

INVESTMENT ANALYSTS

Adrianna Dolata

4th Year, Finance /

Economics

Consumers, Energy, Health Care, Materials, & Utilities

Arnuv Mayank

4th Year, Finance / Mathematics

Financials, Industrials, Real Estate, Technology, Media, & Telecommunications

Emily Chen

3rd Year, Accounting / Data Science (Minor)

Consumers, Energy, Health Care, Materials, & Utilities

Eric Xiao

4th Year, Accounting / Mathematics

Financials, Industrials, Real Estate, Technology, Media, & Telecommunications

Gavin Stalwick

3rd Year, Finance

Financials, Industrials, Real Estate, Technology, Media, & Telecommunications

Karlen Slater

4th Year, Finance

Consumers, Energy, Health Care, Materials, & Utilities

Noor Azeem

4th Year, Finance

Financials, Industrials, Real Estate, Technology, Media, & Telecommunications

Wesley Sherrard

4th Year, Finance / Computer Science

Consumers, Energy, Health Care, 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

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.