Michele Calpin

Executive Advisor, CEO/President Groups, PEO

Michele brings over 25 years of experience as a Management Consultant, Portfolio Manager and Professor. She started her career at McKinsey & Company, where she worked out of the Toronto, Seattle, and San Francisco offices as a Strategy Consultant for multinational companies in various sectors including healthcare, financial services, energy, industrials, and consumer. Michele was promoted to Associate Principal and led client service teams, was responsible for people management, and directed office recruiting and training initiatives.

She then moved into the investing industry and was a Lead Portfolio Manager for over a decade at large Canadian financial institutions, including Mackenzie Financial and Bank of Montreal. Michele worked with teams of analysts to analyze investments, which involved meeting with CEOs and CFOs of public companies across North America to assess management strategies, developing independent views of corporate valuations, and evaluating the business and financial risks faced by potential investments. She also participated in macroeconomic outlook and asset allocation reviews and marketed her funds to investment advisors across Canada. One of her funds was awarded the Global Balanced Fund of the Year Award at the Canadian Mutual Funds Awards Gala.

Michele is currently Program Coordinator and Professor for the Humber Business School Bachelor of Commerce Finance Undergraduate Degree. In addition to teaching, Michele is responsible for curriculum development, course development, managing external accreditation and providing guidance on student education and employment pathways.

Michele has an MBA with distinction from Harvard Business School and an undergraduate business degree from University of Western Ontario’s Ivey School of Business. She is married with 3 children.

Specialties:

  • Strategy
  • Finance
  • Investing and Valuation
  • Investor Relations
  • Organizational Effectiveness
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