CPMT Barrier Lake Investing Workshop Nov 28-29, 2025

CPMT's legendary annual offsite is back: Friday and Saturday, November 28-29. This trip is in part in support of recruitment for the 2028 class. And it's also open to peer classmates as an educational and fun experience. Alumni are welcome back too and we might put you to work as a mentor. The meals are great, the meeting spaces are world-class, and the accommodations are in the style of summer camp, which is super fun (but it's not the Delta or Fairmont).

Location updated to Sundre Pioneer camp for this year due to emergency flooding at Barrier Site

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"Visiting Barrier Lake as part of the CPMT recruitment process was an incredible experience that solidified my interest in applying to the program. The best part was working alongside the team, who shared invaluable insights and offered both practical advice and theoretical knowledge that I could immediately apply to the real-world case study. The hands-on learning approach gave me a deeper understanding of what it means to be a part of the CPMT and how they analyze investment decisions, ask thoughtful questions, and collaborate to pitch new ideas. It felt less like a recruitment event and more like an opportunity to be part of the program, understand its values, and build meaningful connections. If you are considering applying, visiting Barrier Lake is a must."

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Participation is not required for applying to CPMT. Our intent is candidates can get to know the program better and pick up some skills that might help on the application. For candidates that miss this, we will make sure there are other opportunities.

Car pool will be organized.

Friday Evening

  5:00 pm - Arrive and Check-in

  6:00 pm - Group Dinner and Fireside Chat with CPMT alum Adam Deadlock* (AIMCo)

  7:30 pm - Relationship Investing with Sovereign Wealth, Arnuv Mayank*, Hani Tabsh* et al (PNYX) 

  8:00 pm - Equity Fundamental Research Workshop: Circuit Training a Stock

10:00 pm - Networking Social

Saturday Morning

  8:00 am - Sunrise Run or Walk

  8:30 am - Breakfast

  9:30 am - Hashim Chawdhry* (ICM Asset Management)

10:10 am - Stephen Donovan (LSEG Group)

10:50 am - Alison Snowball (RBC Wealth)

11:30 am - Olga Rechytska (Capital Power)

12:10 pm - Lunch

* CPMT alum