
OUR TEAM
PORTFOLIO MANAGERS
5th Year, Finance / Actuarial Science
Consumers, Energy, Health Care, Materials, & Utilities
Katie Tu
4th Year, Finance / Economics (Minor)
Consumers, Energy, Health Care, Materials, & Utilities
4th Year, Finance / Mathematics
Financials, Industrials, Real Estate, Technology, Media, & Telecommunications
4th Year, Finance
Financials, Industrials, Real Estate, Technology, Media, & Telecommunications
INVESTMENT ANALYSTS
4th Year, Finance /
Economics
Consumers, Energy, Health Care, Materials, & Utilities
4th Year, Finance / Mathematics
Financials, Industrials, Real Estate, Technology, Media, & Telecommunications
3rd Year, Accounting / Data Science (Minor)
Consumers, Energy, Health Care, Materials, & Utilities
4th Year, Accounting / Mathematics
Financials, Industrials, Real Estate, Technology, Media, & Telecommunications
3rd Year, Finance
Financials, Industrials, Real Estate, Technology, Media, & Telecommunications
4th Year, Finance
Financials, Industrials, Real Estate, Technology, Media, & Telecommunications
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.
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