Senior Sellside Equity Analyst Looking for a Career Change

OBJECTIVE:

To leverage off of eight years of experience in energy equity research, an expertise built with a primary focus on the Canadian junior and intermediate E&P sector while including analysis on Senior E&Ps, International E&Ps, Royalty Trusts, and Oilfield Services. This included in-the-field diligence trips such as commissioning of large gas projects at Ladyfern and Fort Laird; Oilsands start-ups at Foster Creek, Horizon, and Muskeg River; and international on-shore and off-shore projects in India and Venezuela. These years in research have therefore allowed for the building of an extensive knowledge base on a number of the conventional and unconventional plays in the Western Canadian Sedimentary Basin and more importantly providing the opportunity to build many relationships in the industry.

EXPERIENCE:

Dec. 2006 to July 2008, Director, Energy Research

BLACKMONT CAPITAL INC. (www.blackmont.com, Subsidiary of CI Financial, www.ci.com)

• Responsible for coordinating the Calgary Energy group’s research product that included a large-cap E&P and oilsands analyst, an international E&P analyst and a serviceco. analyst. This was represented in a highly regarded Weekly Energy Digest and Weekly Energy Intel.

• In just over one year established Blackmont’s junior and intermediate E&P research platform by initiating coverage on 20 companies.

• Played a significant senior role to broaden Blackmont’s Energy presence through various functions and events. This included organising and facilitating a successful five-company (Rising-Stars of the Canadian Oilpatch) conference in Calgary, Toronto, and Montreal.

• Continued to build upon and establish extensive industry relationships both among the buyside and corporate issuers allowing for idea generation for both agency and corporate finance revenue opportunities.

Feb. 2004-Dec. 2006, Research Analyst, Energy

2000-2002, Research Associate, Energy

CANACCORD CAPITAL INC. (www.canaccord.com)

• Rejoined Canaccord Capital in February 2004 as a Research Analyst, part of the initial team headed by Richard Grafton, former co-founder of First Energy Capital.

• Responsible for establishing Canaccord’s junior and intermediate E&P universe, with Richard Wyman, Senior Energy Analyst, by initiating sole coverage on over 20 junior and intermediate E&Ps as an Energy Analyst.

• Achieved and maintained a mid-tier BWI ranking that included a top ten ranking for knowledge of the sector and quality of ideas presented.

• Undertook extensive multi-marketing trips providing investment ideas on a quarterly basis to clients in Toronto, Montreal, Vancouver, Calgary, Edmonton, Boston, NY, Dallas, Houston, San Antonio and London, UK. This included a retail road-show to Canaccord’s clients with Henry Groppe of Groppe, Long & Littell. One presentation in Vancouver encompassed over 900 clients and resulted in significant trade in a number of Canaccord’s top industry picks.

• From 2000-2002 worked with Gordon Currie, Senior Energy Analyst, assisting in day to day tasks related to the duties of an equity associate. This also included sole initiation of coverage of UTS Energy Corp. and Niko Resources Ltd.

2002-2004, Research Associate, Energy

GMP SECURITIES L.P., (www.gmpsecurities.com)

• Worked primarily for Dan Tsubouchi, currently Vice Chairman and Co-Head of Investment Banking.

• Assisted in day to day tasks related to the duties of an equity associate. This included modelling, preparing and writing of research etc. The time at GMP provided excellent exposure to Canadian junior E&P deal flow given the firm’s very strong position in the sector. For example, during the first three months of my employment, GMP participated in over 40 secondary equity deals and M&A advisory.

1998-2000, Investment Representative, Personal Banking

SCOTIABANK (www.scotiabank.com)

• Upon graduation, worked in a branch in Edmonton, Alberta providing investment advice to clients. This included the sale of Scotia’s mutual fund products as well as providing mortgage lending services.

EDUCATION:

2003 – Obtained Chartered Financial Analyst designation

1996-1997 Örebro Universitet - Sweden (www.oru.se)

International Business Exchange with the University of Alberta – focused on international finance that included a site visit to Ericsson and Volvo. A working knowledge of the Swedish language was obtained.

1992-1997 - University of Alberta - Edmonton, Alberta (www.ualberta.ca)

Bachelor of Commerce, Finance Major - Active participation in the Investor’s Club as well as serving a term as Director, Logistics for the Faculty of Business Student’s Union that included raising money for various charities.

1994 - Canadian Securities Course

OTHER INTERESTS:

Active participant in St. Michael’s Parish that includes supporting various fundraising activities as Inn-From-the-Cold and stay-at-home mother home-groups.

Enjoy travelling, and have visited Russia, India, North Africa, South America, USA, Mexico, and throughout Europe.

Enjoy hockey (started hockey teams at Canaccord and Blackmont) skiing, weightlifting, and most importantly spending quality time with my family (my wife and two boys). Also spent 15 years in Tae Kwon-do, competing in Provincial tournaments and being able to train with various members of the Canadian National team.

REFERENCES:

A number of senior-level references can be provided upon request among the buyside, sellside, and industry.

Contact this candidate