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Equity Research

Who we are

The Equity Research division of the HFC provides an opportunity for students to learn, enhance, and broaden their investment skillset. Participating in this program has expertly set participants up for future careers in prestigious careers such as investment banking and participation in the Calgary Portfolio Management program. These skills include, but are not limited to, analytical, critical thinking, presentation, research, and formatting. 

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Students participating on an Equity Research Team will work in groups of 3-4 to conduct research, build models, and present on a company of their choosing in a given sector. One to two times per academic school year students will pitch a stock to a panel of industry experts and give a buy, sell, or hold recommendation.​​​

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Opportunities to Participate

Applications for the 2024-2025 school year are now closed. Please don't hesitate to reach out to Reece McCauley via email at <reece.mccauley@ucalgary.ca> if you have any questions. 

Past Pitches

Consumers

Whirlpool - March 2022

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Aritzia - November 2021

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Costco - October 2021

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Dollarama - November 2022

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Energy

Tamarack Valley Energy Ltd. - November 2023

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Suncor Energy Inc. - November 2023

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Tourmaline - November 2023

Athabasca Oil - November 2022

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Birchcliff - March 2022

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TC Energy - October 2021

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Enerplus - November 2021

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Technology, Media, and Telecom (TMT)

PayPal - November 2021

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Advanced Micro Devices - October 2021

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Financials

BMO - March 2022

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Information Management Services

Information Services Corporation - February 2023

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Real Estate

Mainstreet Equity Corp. - November 2023

Placements Following Involvement with the Equity Research Program

​CIBC – Corporate Banking
Invico Capital Corporation – Private Credit
Legend Capital Corp – Private Equity
Acumen Capital Partners – Capital Markets
National Bank – Investment Banking
Enbridge – Corporate Development
Uceed Fund
HSB – Research Assistant
Guildone Inc. – Finance
Fidelity – Research

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Josh Olson, Previous Participant

“I joined the Haskayne Finance Club (HFC) Equity Research Program in September 2023. During my time with the program, I was provided with an unparalleled learning experience that extended beyond a traditional classroom setting. At the conclusion of the program, I had the opportunity to present in front of a panel of judges at the annual Haskayne Finance Club – Equity Research Program Pitch Night. Thanks to the extensive support from HFC’s resources, including well-organized workshops and personalized mentorship from club executives, I gained the essential skills needed to create financial models and develop stock pitch presentations. These skills proved invaluable during my preparation for and success in future interview processes. I wholeheartedly recommend the HFC Equity Research program to any student interested in hands-on finance education.”

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