PORTFOLIO MANAGERS
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Akash Sekar

5th Year, Finance / Economics 

Consumers, Energy, Materials, & Utilities 

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Breanna Schollaardt

4th Year, Finance

Consumers, Energy, Materials, & Utilities

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Dhruv Jindal

4th Year, Finance

Financials, Industrials, Technology, Media, & Telecommunications

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Erik Skoronski

5th Year, Finance / Engineering

Financials, Industrials, Technology, Media, & Telecommunications

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Jose Alejandro Menjivar

5th Year, Finance /

Computer Science

Health Care & Real Estate

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Hayley Hicks

5th Year, Finance

Health Care & Real Estate 

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Willie Li

5th Year, Finance / Engineering

Financials, Industrials, Technology, Media, & Telecommunications

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Helena Cherniak-Kennedy

4th Year, Finance / Math

Consumers, Energy, Materials, & Utilities 

 
INVESTMENT ANALYSTS
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Abhishek Sewak

4th Year, Finance / 

Actuarial Science

Consumers, Energy, Materials, & Utilities

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Jack Morgan

3rd Year, Finance

Consumers, Energy, Materials, & Utilities

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Katie Tu

3rd Year, Finance

Consumers, Energy, Materials, & Utilities 

Kian Sadeghi

3rd Year, Finance

Financials, Industrials, Technology, Media, & Telecommunications

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Sina Hadjiahmadi-Ardakani

3rd Year, Finance

Financials, Industrials, Technology, Media, & Telecommunications

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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.

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Jessica Hulsman

Equity Research Associate at Scotiabank

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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.

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
CONTACT

Thomas Holloway, CFA

Faculty Supervisor for the CPMT Program

Email: thomas.holloway@ucalgary.ca

 

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Donate to the trust here. Each donation gives twice, by sustaining the learning opportunity and through the portfolio income that supports finance at Haskayne. Gifts are tax deductible.