The People of PRIME

2023-2024 Portfolio Management Team

Consumers & Health Care Sector

Manager – Adam Jamal

Adam Jamal

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Adam is a fourth-year Bachelor of Commerce student with a major in Finance and a minor in Operations Management. He is the manager for the Consumers and Health Care sector and is excited to work alongside his peers and mentors to expand his knowledge and skills in portfolio management. He plans to obtain a CFA designation in the coming years and pursue a career in Capital Markets. This past summer, Adam worked as a Global Investment Banking Summer Analyst at RBC Capital Markets in Calgary, where he will be returning full-time after graduation. Adam enjoys watching hockey, cooking, and travelling. 

Analyst – Nathan Engel

Nathan Engel

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Nathan is a third-year Bachelor of Commerce student with a major in Finance. He is the analyst for the Consumers and Health Care sector and is excited to work alongside the other analysts, managers, and mentors to expand his knowledge and skills in portfolio management and financial modelling. Over the summer, Nathan worked as an accounting intern. Post-graduation, Nathan plans to obtain his CFA designation and pursue a career in Capital Markets. In his spare time, Nathan enjoys golf, watching hockey, working out, and spending time with family.

Energy Sector

Managers – Evan Brassard & Claire Dobson

Evan Brassard

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Evan is a fourth-year Bachelor of Commerce student with a major in Finance. He is one of two managers for the Energy sector this year and is looking forward to further developing his portfolio management and financial modeling skills further alongside his peers. This summer, Evan worked at BMO Capital Markets as an Investment Banking Summer Analyst, where he plans to return after graduation. In his spare time, he enjoys reading, boating, soccer, football, SpikeBall, and working out.

 

Claire Dobson

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Claire is a fourth-year Bachelor of Commerce student with a major in Finance. She is one of two managers in the Energy sector, and she is excited to work with her cohort in PRIME to increase her industry knowledge and learn more about portfolio management. This summer, she worked as a Summer Investment Banking Analyst at TD Securities. Upon graduation, Claire hopes to pursue a career in Capital Markets and obtain her CFA designation. In her free time, she enjoys going to the gym, playing tennis, reading, and spending time with friends.

Analysts – Daniel Hubercheck & Georgia Tymko

Daniel Hubercheck

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Daniel is a third-year Bachelor of Commerce student majoring in Finance and pursuing a Real Estate certificate. Daniel is one of two analysts for the Energy sector this year. He will be working alongside other analysts, managers, and mentors to further his Energy sector knowledge and develop equity research skills. After graduation, he hopes to pursue a career in Capital Markets and work towards a CFA designation. In his free time, Daniel enjoys playing soccer, swimming, and travelling.

 

Georgia Tymko

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Georgia is a third-year Bachelor of Commerce student with a major in Finance and pursuing a certificate in Ethics. Georgia is one of two analysts for the Energy sector and is excited to work alongside the other analysts, managers, and mentors to expand her knowledge and skills in portfolio management and financial modelling. Post-graduation, Georgia plans to obtain her CFA designation and pursue a career in Capital Markets. In her spare time, Georgia enjoys fashion, playing guitar, reading, and spending time with friends and family.

Financials & Real Estate Sector

Managers – Matthew LaFrance & Ryan Pfriem

Matthew LaFrance

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Matthew is a fourth year Bachelor of Commerce student with a major in Finance and a minor in Accounting. As one of two managers in the Financials and Real Estate sector, Matthew is excited to further his industry knowledge and financial analysis skills alongside his fellow analysts and managers. This past summer, Matthew worked at Stifel as an Investment Banking Analyst Intern. Upon graduation, Matthew will be returning to Stifel as an Analyst, and plans to pursue his CFA designation. Outside of school, Matthew enjoys playing golf, traveling, fishing, and watching baseball.

 

Ryan Pfriem

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Ryan is a final-year Bachelor of Commerce student with a specialization in Finance and Accounting.  Ryan is looking forward to furthering his analysis and collaboration skills with his fellow co-analyst and managers in the Financials and Real Estate sector.  This past summer, Ryan worked as an Investment Banking Summer Analyst at Tudor, Pickering, Holt & Co. in Calgary. After graduation, Ryan hopes to pursue a CFA designation and a career in Capital Markets. In his spare time, he enjoys playing music, participating in sports with friends, and spending time outdoors.

Analysts – Kate Jones & Blake Rennie

Kate Jones

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Kate is a fourth-year Bachelor of Commerce student with a major in Finance and a minor in Accounting. As one of two analysts for the Financials and Real Estate sector, Kate is looking forward to expanding her industry knowledge as well as her portfolio management and financial modeling skills. Upon graduation, she intends to obtain her CFA designation and pursue a career in Capital Markets. In her spare time, Kate enjoys golfing, reading, swimming, and traveling.

 

Blake Rennie

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Blake is a fourth-year Bachelor of Commerce student specializing in Finance and Accounting. As one of two analysts in the Financials and Real Estate sector, Blake is excited to deepen his industry knowledge and develop his portfolio management skills. Post-graduation, he aims to obtain his CFA designation and pursue a career in Capital Markets. In his spare time, Blake enjoys hockey, golf, and spending time with friends and family.

Industrials Sector

Manager – Jacob Hatch
Jacob Hatch

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Jacob is a fourth-year Bachelor of Commerce student with a major in Finance and a minor in Economics. He is the manager for the Industrials sector this year. He is excited to work alongside managers, mentors, and peers within the program to develop his industry knowledge and develop portfolio management skills. Jacob plans to obtain his CFA designation upon graduation and hopes to pursue a career in capital markets. This past summer, Jacob worked at AIMCo as a Real Estate Financial Operations Summer Analyst. Outside of school, Jacob enjoys skiing, golfing, and biking.

Analyst – Simon Cudmore

Simon Cudmore

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Simon is a third-year Bachelor of Commerce student with a major in Finance and a minor in Accounting. He is the analyst for the Industrials sector and is excited to work alongside the other analysts and managers, while building on his skills in investment analysis and financial modelling. This past winter, Simon worked as an Analyst in the Private Debt division at BCI. Post-graduation, Simon plans to obtain his CFA designation and pursue a career in Capital Markets. In his spare time, Simon enjoys hockey, running, biking, and spending time with friends.

Information Technology, Communication Services & Utilities Sector

Managers – Keith Kent & Austin Hanlan

Keith Kent

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Keith is entering his final year as a Bachelor of Commerce student with a major in Finance working towards a Certificate in Real Estate. He is one of two managers for the Information Technology, Communication Services, and Utilities sector, and is looking forward to continue learning about portfolio management alongside his fellow managers in the upcoming year. This past summer, Keith worked at Credit Suisse as an Investment Banking Summer Analyst. Upon graduation, Keith intends on obtaining his CFA designation and pursuing a career in Capital Markets. In his spare time, he enjoys travelling, hiking, watching documentaries, kart racing, and spending time with family and friends.

 

Austin Hanlan

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Austin is a fourth-year Bachelor of Commerce student with a major in Finance and a minor in Accounting; he is also pursuing a Certificate in Sustainability. Austin is one of two managers for the Information Technology, Communication Services, and Utilities sector. He is excited to work alongside his fellow managers, analysts, and mentors to expand his industry knowledge and further develop his financial analysis skills. This summer, Austin worked as a Summer Analyst at Hugessen Consulting. After graduation, Austin plans to pursue a career in Consulting. Outside of school, he enjoys hiking, kayaking, camping, and spending time with family and friends.

Analysts – Luke Bunn & Connor Watrych

Luke Bunn

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Luke is a third-year Bachelor of Commerce student with a major in Finance and a minor in Accounting. As one of the two analysts for the Information Technology, Communication Services, and Utilities sector, Luke is excited to work alongside his fellow analysts and managers to expand his industry knowledge and portfolio management skills. This past summer, Luke worked as an Accounting Intern at NCSG. Upon graduation, Luke plans to obtain a CFA designation and pursue a career in Finance. Apart from his studies, Luke enjoys photography, films, running, and playing soccer with friends.

 

Connor Watrych

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Connor is a fourth-year Bachelor of Commerce student with a major in Finance. As one of the two analysts in the Information Technology, Communication Services, and Utilities sector, he is excited to develop his financial analysis skills and learn about a variety of industries while working alongside his fellow analysts and managers. Last summer, Connor worked as a Portfolio Intern for the Pecaut Centre for Social Impact. Post-graduation, he plans to obtain his CFA designation and pursue a career in Capital Markets. Outside of school, Connor enjoys playing basketball, reading, watching football, and pole vaulting.

Materials Sector

Managers – Sean Robertson & Aditya Sharma

Sean Robertson

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Sean is a fourth-year Bachelor of Commerce student with a major in Finance. He is one of two managers for the Materials sector. He is looking forward to expanding his knowledge of the Materials sector and working with his peers to further develop his skills in portfolio management, company valuation as well as equity research. This past summer, Sean worked at BofA Securities as an Investment Banking Summer Analyst, where he is excited to return after graduation. Outside of academics, Sean enjoys hiking, travelling, golfing, and skiing.

Aditya Sharma

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Aditya is a fifth-year Bachelor of Commerce student with a major in Finance. He is one of two managers for the Materials sector and is looking forward to working with the other analysts and managers to strengthen his industry knowledge and develop portfolio management skills. This past summer, Aditya worked as a Global Markets Summer Analyst at Goldman Sachs, where he is excited to return post-graduation. He aims to obtain his CFA designation and pursue a lifelong career in Capital Markets. In his spare time, Aditya enjoys swimming, investing, hiking, and spending time with family.

Analysts – Mahek Nijjar

Mahek Nijjar

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Mahek is a third-year Bachelor of Commerce student with a major in Finance. She is one of two analysts for the Materials sector. As an analyst she is enthusiastic about furthering her knowledge of the Materials sector and working with her analyst class to hone her skills in company valuation and portfolio management. After graduation, she hopes to pursue a career in Capital Markets and obtain the CFA designation. Over the summer, she worked as an Investment Banking Summer Analyst for RBC Capital Markets where she will be returning next summer. Outside of PRIME, Mahek has an interest in travelling, yoga and meditation and enjoys spending time with her friends and family.

Program Director

Keith Walton, CFA

Board of Directors

Maria Holowinsky, CFA, (CHAIR)

Mark Huson, Alberta School of Business

Ron Ritter, University of Alberta

Vikas Mehrotra, Alberta School of Business

Gary Smith, CFA, Alberta School of Business

Mentors

Adam Deadlock, CFA, Alberta Teachers' Retirement Fund

George Wu, CFA, Gold Investment Management Ltd.

Jason Crumley, Alberta Teachers' Retirement Fund

Maria Holowinsky, CFA

Michael Barth, CFA, Kai Capital Management

Orest Fialka, P.Geol., CFA, CWB Wealth Management

Scott Russell, CFA, RBC

Industry Advisors

Roland K. Walters, MBA, ICD.D, Norfolk Housing Association