Cooper Duncan Email & Phone Number

Greater Calgary Metropolitan Area

Responsible for managing private market investments for accredited investors and business owners. Alternative investment offerings, primarily private equity and credit. Focus on diverse real estate, staple businesses, infrastructure, natural resources, energy, mining, hedge funds, etc. ____________________________________Pinnacle Wealth, situated in Calgary, Alberta, is a rapidly expanding financial services firm. Registered as an exempt market dealer, portfolio manager, mutual fund dealer, and investment fund manager in specific Canadian jurisdictions, Pinnacle Wealth offers private investment opportunities to eligible Canadian investors and institutions facilitated through a network of registered dealing representatives. The firm provides avenues for public market access via specialized portfolio management options, specialized corporate finance, and investment fund management services to both public and private organizations throughout North America. pinnaclewealth.ca

Greater Calgary Metropolitan Area

Boutique Investment / Research Services Previous Operations: Provided portfolio modelling services on public securities, with a focus on macro stress-testing, risk analysis, draw-down mitigation, diversification/hedging strategies, and portfolio due diligence Utilized a robust multilevel regression software to complete technical analysis Advisory & research services to real estate stakeholders seeking to scale their portfolio, emphasis on project acquisitions, modelling/valuation, corporate finance, and investment thesisAll services are provided in a independent advisory capacity and does not solicit any opportunity for direct investment, asset management, or capital raising.

Toronto, Ontario, Canada

Responsible for facilitating:- Investment/Business Loans - Residential mortgages, primarily for multi-family investors

Waterloo, Ontario, Canada

Retail Credit

Guelph, Ontario, Canada

Collaboratively managed a diverse value-focused portfolio of public equities and bonds on behalf of Fidelity Investments Canada.Responsible for portfolio allocation, market analysis, managing team of senior and junior analyst

Guelph, Ontario, Canada

Responsible for technology, financials, and real estate sector(s)Built bottom-up valuation on equities of interest Presented bi-weekly stock pitches to portfolio manager team and other executivesCommon models used: DCF, DDM, NAV, relative value assessments, etc.

Assisted Sector Analyst in bottom-up valuations for equities within Technology, Financials, and Real Estate Presented bi-weekly stock pitches to portfolio manager team and other executives Common models used: DCF, DDM, NAV, relative value assessments, etc.

Bachelor Of Commerce - Bcom, Economics And Finance

Completed with Honours

Grade 12

Activities and Societies: Participated in various school sports. Active member in student investment club.Graduated with Honours/Ontario.