AltaCorp Capital Inc.

Equity Research Team

Nicholas Lupick, CFA

Head of Research, Institutional Equity Research

Senior E&P and Oil Sands

Prior to joining AltaCorp, Mr. Lupick was an Associate Analyst covering the Canadian Large Cap E&P, Integrated and Oil Sands companies at CIBC World Markets. Prior there to Mr. Lupick was a Research Associate at UBS and a Junior Financial Analyst at ARC Financial from 2009 to 2010. Mr. Lupick is a CFA charter holder and graduated from the Haskayne School of Business at the University of Calgary where he was a Fund Manager with the Calgary Portfolio Management Trust.


Chris Murray, CFA

Managing Director, Institutional Equity Research

Diversified Industries

Before joining AltaCorp, Mr. Murray was the senior Analyst covering a variety of Canadian industrial and transportation companies at PI Financial Corp. between 2010 and 2013. Prior to joining PI, he covered Aerospace, Airlines and Special Situations at CIBC World Markets (2006-2010) where he held both associate analyst and analyst roles. Before entering the financial services industry, Mr. Murray worked at a number of companies in the mining, manufacturing and capital goods industries for 15 years in various engineering and management roles. Mr. Murray completed a Bachelor of Applied Science (Mechanical) degree from Queen’s University with Honors and a Master of Business Administration degree with Distinction from York University. He is licensed as a professional engineer in Ontario and is a CFA charter holder.


Thomas Matthews, CFA, P.Eng.

Managing Director, Institutional Equity Research

Junior and Mid-Cap Exploration & Production

Prior to joining AltaCorp, Mr. Matthews was a Research Associate covering the Canadian Large Cap E&P, Integrated and Oil Sands companies at TD Securities. Prior thereto, Mr. Matthews was a Research Associate at AltaCorp Capital covering Junior and Intermediate E&P companies from 2011 to 2013. Prior to entering capital markets, Mr. Matthews was a Process Engineer from 2007 to 2011. Mr. Matthews holds a Master of Science Degree in Civil and Environmental Engineering from the University of Massachusetts Amherst and a Bachelor of Science Degree in Chemical Engineering from the University of Calgary. Mr. Matthews is a Professional Engineer in the Province of Alberta and is a CFA Charterholder.


Patrick O'Rourke, CFA

Managing Director, Institutional Equity Research

Junior and Mid-Cap Exploration & Production

Prior to joining AltaCorp, Mr. O’Rourke was an Associate Analyst covering Junior and Intermediate Canadian E&P companies at Stifel Nicolaus from 2011 to 2013.  Prior to that Mr. O’Rourke held an associate role at Bissett Investment Management (a subsidiary of Franklin Templeton Investments) from 2007 to 2011.  Mr. O’Rourke holds a Bachelor’s degree from the Faculty of Economics at McMaster University and is a CFA Charterholder.


Tim Monachello, CFA

Analyst, Institutional Equity Research

Oilfield Services

Prior to joining AltaCorp, Mr. Monachello was a Sr. Research Associate covering the Canadian Oilfield Services sector at Raymond James Ltd where he worked from 2012-2017. Mr. Monachello holds a Bachelor of Arts in Economics from the University of British Columbia in Vancouver, and is a CFA Charterholder.


Lovish Gupta

Associate, Institutional Equity Research

Diversified Industries

Prior to joining AltaCorp, Mr. Gupta was an Intern Analyst at Ontario Teachers’ Pension Plan, Private Investments group. Prior to that, he was a Relationship Manager at HSBC, Commercial Banking from 2012 to 2015. Mr. Gupta holds a Bachelor of Engineering (Electronics and Communication) degree from India and a Master of Business Administration degree from the University of Toronto.


Nicholas Koch

Associate, Institutional Equity Research

Junior and Mid-Cap Exploration & Production

Prior to joining AltaCorp, Mr. Koch was a geologist at Manitok Energy, where he worked from 2012 to 2018. While at Manitok, he worked in exploration, operations, and business development. He has experience in a wide range of plays, and drilled several top oil and gas wells in the Stolberg region of Alberta. Mr. Koch has a BSc. In Geology from the University of Calgary, and a MSc. In Law from Northwestern University. Mr. Koch is awaiting his P.Geo designation and is a CFA level 1 candidate.

 


Daniel Morgan

Associate, Institutional Equity Research

Senior E&P and Oil Sands

Prior to joining AltaCorp, Mr. Morgan interned as a Junior Research Associate at CIBC World Markets covering the Energy sector. Mr. Morgan holds a Bachelor of Commerce degree in Finance (with Distinction) from the Haskayne School of Business at the University of Calgary. During his time at Haskayne, Mr. Morgan was a Fund Manager in the Calgary Portfolio Management Trust (CPMT) and a Gold Medalist (Finance Team) at the Inter-Collegiate Business Competition.


Matthew Pallotta, CA, CPA

Associate, Institutional Equity Research

Agriculture

Prior to joining AltaCorp, Mr. Pallotta was at Ernst and Young, where he spent 3 years a manager in their Financial Accounting Advisory Group, advising companies on complex accounting matters related to merger and acquisition transactions and accounting framework changes. Prior to this, he spent 4 years in their assurance group, leading audits for companies in a range of industries. Mr. Pallotta is a graduate of the Schulich School of Business at York University, where he holds a Bachelor of Business Administration (Accounting) and MBA (Finance), where he graduated with Distinction, obtaining a Bronze Medal with the third highest GPA in the graduating class. He also obtained his Chartered Professional Accountant (CA, CPA) designation in 2013.


Kyle Styner

Associate, Institutional Equity Research

Junior and Mid-Cap Exploration & Production

Prior to joining AltaCorp, Mr. Styner spent several months working as an Analyst in the private advisory space for BK Capital.  Prior to that he worked as a Petroleum Engineer at Novas Energy from 2015 to June 2017.   Mr. Styner holds a Bsc. in Petroleum Engineering from the University of Alberta and is a CFA Level II candidate.


Patrick Tang, CPA

Associate, Institutional Equity Research

Oilfield Services

Before joining AltaCorp, Mr. Tang was a Senior Associate at PricewaterhouseCoopers, having spent 3 years in the Assurance Group. Mr. Tang holds a Bachelor of Commerce in Accounting (with Distinction) from the University of Calgary.  He also obtained his Chartered Professional Accountant designation in 2017.