
Timeline
About me
Director, Investments at Calgary Foundation
Education
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Wu (vienna university of economics and business)
2015 - 201526th international summer university - mba programActivities and Societies: International Marketing, Finance and Entrepreneurship

The university of calgary
-Bfa hounours printmakingActivities and Societies: President BFA Graduation Committee, President U of C Art Club (Printmaking Department), VP Finance Developmental Arts Society, Faculty of Fine Arts Graduation Award for Creative Achievement, Kathleen and Russell Lane Canadian Art Award, Gledhil Award, Calgary Allied Foundation Benefactor's Award, Faculty of Fine Arts Associate Creative Achievement Award

Mount royal university
2012 - 2014Executive leadership programUnder the direction of MRU's Non-Profit Management Studies Executive in Residence Wayne Stewart, participants develop their leadership and managerial skills in preparation for senior level positions within the non-profit sector.

The university of calgary
2013 - 2016Master of business administration (m.b.a.) finance
Experience

Calgary arts development
Jan 2009 - Sept 2011Oversees and manages the work of the community investment team. Responsible for the managing, implementing and reporting on programs that invest in local arts and festival organizations. Assists the work of the community investment team and programs that invest municipal funding into local arts and festival organizations.
Community Investment Officer, Program Lead
Jan 2010 - Sept 2011Program Coordinator, Granting
Jan 2009 - Dec 2009

Calgary 2012 celebration society
Sept 2011 - Mar 2013Program managerResponsible for the creation and implementation of and reporting on Calgary 2012’s cultural action programs and a major portion of the direct programming associated with Calgary’s time as Canada’s cultural capital.

Homefront calgary
Apr 2013 - Jul 2013Executive leadership consultantResponsible for creating an implementation plan to align the organization’sdepartment goals with that of its strategic plan and facilitating the creation of a service alignment strategy with the management team. This position is part of the Executive Leadership Program with Wayne Stewart, Mount Royal University's Executive in Residence (see education).

Calgary foundation
Jul 2013 - nowSupports the Calgary Foundation's Vice President, Chief Investment Officer with effective oversight of the Primary Endowment Portfolio and management of other financial assets. Conducts investment research, aids in asset allocation and risk management strategies, and supervises investment manager due diligence and monitoring processes. Developed the Calgary Foundation’s strategy for impact investing and manages the current portfolio including deal origination, underwriting, coordinating legal due diligence and ongoing monitoring of investments. Show less
Director, Investments
Jul 2019 - nowInvestment Associate
Dec 2015 - Jun 2019Program Development Associate
Jul 2013 - Nov 2015
Licenses & Certifications
- View certificate

Chartered financial analyst® (cfa) charterholder
Cfa instituteSept 2022 .webp)
Ilpa institute: private equity co-investment for the limited partner
Institutional limited partners association (ilpa)Oct 2021.webp)
Ilpa institute level i
Institutional limited partners association (ilpa)Jun 2019
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