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PORTFOLIO MANAGERS
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Abhishek Sewak

5th Year, Finance / Actuarial Science

Consumers, Energy, Health Care, Materials, & Utilities 

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Jack Morgan

4th Year, Finance

Consumers, Energy, Health Care, Materials, & Utilities

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Katie Tu

4th Year, Finance / Economics (Minor)

Consumers, Energy, Health Care, Materials, & Utilities

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Kian Sadeghi

4th Year, Finance

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

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Sina Hadjahmadi-Ardakani

4th Year, Finance

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

 
INVESTMENT ANALYSTS
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Adrianna Dolata

4th Year, Finance / 

Economics

Consumers, Energy, Health Care, Materials, & Utilities

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Arnuv Mayank

4th Year, Finance / Mathematics

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

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Emily Chen

3rd Year, Accounting / Data Science (Minor)

Consumers, Energy, Health Care, Materials, & Utilities

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Eric Xiao

4th Year, Accounting / Mathematics

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

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Gavin Stalwick

3rd Year, Finance

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

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Karlen Slater

4th Year, Finance 

Consumers, Energy, Health Care, Materials, & Utilities

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Noor Azeem

4th Year, Finance

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

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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.

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Jessica Hulsman

Equity Research Associate at Scotiabank

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Shiv Desai

Portfolio Manager at the University of Calgary

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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.

Chad Van Norman

Portfolio Manager at 

Jarislowsky Fraser

Dan Langlois

Vice President and Chief

Investment Officer at

The Calgary Foundation

Garey Aitken

Chief Investment Officer

at Franklin Bissett

Investment Management

Ian Cooke

Head of Canadian

Equities at

QV Investors

Vijay Viswanathan

Director of Research

at Mawer Investment 

Management Ltd.

 
 
 
ALUMNI