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 during 2018:
A
- David Abramson
Senior Strategist
Alpine Macro
B
- Candice Bangsund
Vice President & Portfolio Manager, Global Asset Allocation
Fiera Capital - Robert Beauregard
Chief Investment Officer
Global Alpha Capital Management Ltd. - Catherine Bouchard, MBA
Research Director
Caisse de dépôt et placement du Québec - Gabriel Bouchard-Phillips, CA, CFA
Senior Analyst
Van Berkom and Associates - Michel Brutti, CFA
Senior Partner and Head of International Equities
Jarislowsky, Fraser Ltd.
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 - Thomas Horvath, CFA, CAIA, MBA
Senior Analyst, Global Equities
Fiera Capital - 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
- Ayssar Nasrallah-Fernandez
Analyst, Global Equities
Fiera Capital - Tommy Nguyen, MBA
Director, Canadian Equity
Desjardins Global Asset Management - 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
R
- Martin Roberge, MSc, CFA
Managing Director, North American Portfolio Strategy
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
Associate, Investment Banking
Deutsche Bank