Justin Anderson, CFA, MSc
Justin Anderson is an Equity Analyst at Mawer Investment Management Ltd., which he joined in 2014. In 2016, Mr. Anderson completed the rotation program, working on each asset class, and joined the Mawer Canadian Equity Fund as an equity analyst.
After founding the research company Xedge, specializing in stochastic analysis of oil and gas exploration portfolios, Mr. Anderson joined Salman Partners and then Desjardins Capital Markets as a research analyst. Prior, he worked on energy company strategy and valuations at McKinsey & Company and for the investment banking energy group at BMO Capital Markets.
Mr. Anderson completed a Bachelor of Science in Mechanical Engineering and a Bachelor of Arts at the University of Calgary. He then completed a Master of Science in Aeronautical Engineering at MIT. While at MIT, he founded and commercialized a high-tech company specializing in unfolding software and was an executive chair of the MIT Energy Club.
Mr. Anderson is a Chartered Financial Analyst charterholder.
Curtis Elkington, CFA
Curtis Elkington is a Credit Analyst at Mawer Investment Management Ltd., which he joined in 2014. Previously, he interned as a high yield credit analyst at Marret Asset Management and a U.S. equity analyst at PCJ Investment Counsel.
Mr. Elkington earned his Bachelor of Commerce from the Sauder School of Business at the University of British Columbia in 2014. During this time, he was a member of the UBC Portfolio Management Foundation where he co-managed a North American balanced portfolio.
Mr. Elkington is a Chartered Financial Analyst charterholder.
Jorg Hampel, CFA, MSc.
Jorg Hampel is an Equity Analyst at Mawer Investment Management Ltd., which he joined in 2009. Previously, he was an Analyst at Macquarie Securities in London, U.K. where he performed fundamental research on European industrial goods companies. Prior to that, Mr. Hampel was an Equity Research Associate at Fidelity International Ltd. in London where he also focused on European industrial companies.
Mr. Hampel earned his MSc. in International Securities, Investment and Banking from the International Capital Markets Association Centre at the University of Reading in 2005. He also received a BA (Honours) in Economics, with a concentration in financial economics from Carleton University in 2004. He is a Chartered Financial Analyst charterholder with investment experience since 2005.
Ong (Apichet) Kiatworakun, CFA, MBA
Ong (Apichet) Kiatworakun is an Equity Analyst at Mawer Investment Management Singapore Ptd. Ltd.. He joined the firm in 2013, then relocated from Calgary to Singapore in 2016. Previously, he was a Senior Research Associate at Macquarie Securities in Bangkok, Thailand, where he performed fundamental research on Thai banks, media, hotels, and infrastructure companies. In 2012, Mr. Kiatworakun spent a summer internship at Raymond James in Vancouver where he focused on mining companies as an Equity Research Associate. Prior to that, he was an Investment Banking Analyst at Phatra Securities PLC and a Management Trainee in Marketing at Unilever in Thailand.
Mr. Kiatworakun earned his Master of Business Administration from the Sauder School of Business at the University of British Columbia in 2012 and his Bachelor of Business Administration degree with a concentration in Finance from Thammasat University in Thailand. He is a Chartered Financial Analyst charterholder.
Siying Li, CFA
Siying Li is an Equity Analyst at Mawer Investment Management Ltd., which she joined in 2013. Previously, she was a consultant at KPMG Management Consulting in Toronto where she worked with client management teams in aerospace, healthcare, and power industries. Ms. Li also spent a co-op term at CIBC as an Investment Banking Summer Analyst.
Ms. Li received her Bachelor of Business Administration (Honours) from Richard Ivey School of Business and her Bachelor of Engineering Science in Electrical Engineering from the University of Western Ontario. She is a Chartered Financial Analyst charterholder.
Kara Lilly, CFA
Kara Lilly is the Investment Strategist at Mawer Investment Management Ltd., which she joined in 2009. She plays an active role in asset mix, risk management and the macroeconomic investment process. In addition to research, Ms. Lilly provides regular insight and commentary through her role as writer of many of the Firm’s publications.
Previously, Ms. Lilly was an Associate at Q1 Capital Partners in Toronto performing fundamental research on financing and M&A mandates for private Canadian companies. She was also the co-founder and co-chair of the University of Toronto national business competition, LIVE.
Ms. Lilly is the founder and current chair of the Calgary chapter of Acumen Fund. She is also a strategic advisor to several non-profit and for-profit startups in the Calgary area.
Ms. Lilly earned her Bachelor of Business Administration (Honours) degree from the University of Toronto, and has completed studies at the University of British Columbia. She is a CFA Charterholder with investment experience since 2009.
Stanislav Lopata, CFA
Stanislav Lopata is an Equity Analyst at Mawer Investment Management Ltd., which he joined in 2009. He spent two years in the rotation program, working on each asset class. Between 2011-2016, he worked as an equity analyst for the Mawer Canadian Equity fund. In 2016, Mr. Lopata joined the Mawer US equity fund as an equity analyst. Stanislav is also a member of the Research Feedback panel, which works to advance depth and quality of investment due diligence within the Mawer Research team.
Mr. Lopata is a Chartered Financial Analyst charter holder with investment experience since 2009. He is a winner of the CFA Society Toronto Undergraduate Scholarship. Mr. Lopata earned a Canadian Investment Manager designation from the Canadian Securities Institute in 2007. He then received a Bachelor of Commerce degree with a concentration in Finance and Economics from the Rotman School of Management, University of Toronto, in 2009. During his studies, he received the Canadian Millennium Excellence Scholarship and the Fairfax Financial Holdings Ltd. Scholarship for academic excellence, leadership and social involvement.
Samir Taghiyev, B. Commerce
Samir Taghiyev is an Equity Analyst at Mawer Investment Management Ltd., which he joined in 2014. Previously, he completed internships at Ewing Morris & Co. Investment Partners and Sionna Investment Managers.
Mr. Taghiyev received his Bachelor of Commerce from the University of Toronto specializing in Finance and Economics. He has achieved CFA Level III.
Karan Phadke, CFA
Karan Phadke is an Equity Analyst at Mawer Investment Management Ltd., which he joined in 2016. Prior to joining Mawer, he covered a market neutral Global Equity strategy at CPP Investment Board. Earlier in his career, Mr. Phadke advised private equity investors and Fortune 500 executives on corporate finance and strategy as a Management Consultant at A.T. Kearney. He has lived in Canada, USA, and South Africa, and speaks 3 foreign languages.
Mr. Phadke earned his Bachelor of Science with High Distinction in Actuarial Mathematics and Statistics from the University of Toronto. He is a Chartered Financial Analyst charterholder with investment experience since 2012.
John Wilson, CFA, BBA
John Wilson is an Equity Analyst at Mawer Investment Management Ltd., which he joined in 2012. Previously, he spent two co-op terms at JC Clark in Toronto.
Mr. Wilson received his Bachelor of Business Administration degree from Wilfrid Laurier University. He is a Chartered Financial Analyst charterholder.