Concordia University

http://www.concordia.ca/content/concordia/en/jmsb/programs/undergraduate/kenneth-woods-portfolio/mentors.html

Mentors

KWPMP mentors are Montreal and Toronto-area investment professionals who volunteer their time to meet with one or two of our students on a monthly basis. Together, they review developments in the industries and companies that they are responsible for in the KWPMP portfolio and discuss the students’ future career options.

Throughout the program, each KWPMP student is assigned three different mentors, based on the student's area of interest and their investment responsibilities. Our students benefit tremendously from studying each of their mentors' unique approach to investment analysis.

We thank the following mentors for volunteering their time and expertise:

A

David Abramson
Managing Editor, Commodity & Energy Strategy
Bank Credit Analyst

Joseph Abramson, CFA
Senior Editor
Bank Credit Analyst

B

Candice Bangsund
Vice President & Portfolio Manager, Global Asset Allocation
Fiera Capital

Robert Beauregard
Chief Investment Officer
Global Alpha Capital Management Ltd.

Gabriel Bouchard-Phillips, CA, CFA
Senior Analyst
Van Berkom and Associates

Michel Brutti, CFA
Senior Partner and Head of International Equities
Jarislowsky, Fraser

D

Nicolas T. H. Dang
Assistant Portfolio Manager – Absolute Returns
CN Investment Division

Susan Da Sie, CFA
Senior Vice-President, Equity Portfolio Management
Standard Life Investments

G

Martin Gagné, CFA
Portfolio Manager

H

Peter Harrison, CFA
Manager, Oil and Gas Investments
CN Investment Division

William G. Healy, M.Sc., CFA
Managing Director and Chief Investment Officer
Patrimonica Asset Management

Stephen Hui, CFA
Partner
Pembroke Management

I

Clifton Isings, CFA
Vice President – Investments
CN Investment Division

K

Stephen Kibsey, CFA
Vice-President, Equity Risk
Caisse de dépôt et placement du Québec

Jeffrey Kobernick
Managing Director & Senior Portfolio Manager, Private Wealth
UBS

Ken Kostarakis
President and Portfolio Manager
Summus Investment Management Inc.

L

Bernard Lahey
Chief Investment Officer (Retired)
Hydro Québec Pension Fund

M

Dmitry Masyutin
Analyst
Presima

Ron Meisels
President
Phases & Cycles Inc.

Benoît Murphy CFA, FRM
Manager, Investment Strategy
CN Investment Division

N

Justin Nightingale, CFA
Senior Portfolio Manager
Caisse de dépôt et placement du Québec

Marc A. Novakoff, CFA
Senior Partner
Jarislowsky, Fraser

O

Andrey I. Omelchak, CFA, FRM, CIM, MSc
Founder and CIO
Lionguard Capital Management

P

Martin Pepin M.Sc., CFA
Portfolio Manager Real Estate Equities

R

Martin Roberge, MSc, CFA
Managing Director North American Portfolio Strategist & Quantitative Analyst
Canaccord Genuity Corp. (Canada)

Bruno Roy, CFA
Manager, Infrastructure Investments
CN Investment Division

Alexandre Ryzhikov, CFA
Partner, Investments
Ewing Morris & Co. Investment Partners Ltd.

S

Harold Scheer, CFA
President and Chief Investment Officer
Baker Gilmore & Associates

Ioannis Segounis, MBA, CFA, CIPM
Managing Director
Phocion Investment Services Inc.

Tony Staples, CFA
Portfolio Manager
Formula Growth

Lorne Steinberg
President
Lorne Steinberg Wealth Management Inc.

T

Johann Tritthardt, CFA, CPF 2007
Associate, Institutional Equities Sales
Morgan Stanley

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