Who We Are
The Dalhousie Investment Society is a student-run society that aims to apply financial concepts learned in the classroom to real-world markets. This is achieved through the utilization of our Bloomberg Risk Lab, where DALIS manages a mock global macro hedge fund, The Maritime Fund. Discussions around current world events, student-run learning sessions and guest speakers at the weekly general meetings all help our members make informed trade ideas which are executed with the help of our Portfolio Managers.
What We Do
Depending on their interests, members can apply to join one of our four groups of focus: Energy, Industrials, and Real Estate, Financials, Consumer, and Technology, Global Macro, and Commodities. Each of these groups is responsible for developing its strategies to contribute to the fund's alpha. Portfolio Managers run smaller weekly sessions to discuss strategies, markets, and news as well as execute trades.
2023-2024 Executive Team
Max is the President of the Dalhousie Investment Society. He is originally from Lindsay, a small town in Ontario with a special love for golfing and the outdoors. Max is entering his fourth year in the Bachelor of Commerce program Co-op, majoring in Finance. He previously was the Portfolio Manager for the Financial, Consumer, and Technology group. Max completed his first two co-op placements with CIBC Wood Gundy in Halifax and his third with Ninepoint Partners in Toronto. He has a genuine passion for the financial markets and looks forward to making an impact within DALIS.
Arsh Akbar Merchant
Arsh is entering his fourth year of the Commerce program majoring in Finance at Dalhousie and currently serves as an Executive of DALIS. Previously he was an Analyst for the Fixed Income group and then a Portfolio Manager for Global Macro. Holding Mergers & Acquisition experience in Business Development, Arsh plans to pursue Investment Banking post-graduation.
Monica is entering her fourth year of a Bachelor of Science in Economics and Statistics at Dalhousie. Monica's experience includes working as an analyst for the Global Macro group and serving as the editor of The Schooner. She will now be taking on the role of Vice President of DALIS. Furthermore, Monica has experience as a Research Assistant at the University of Pennsylvania's Wharton School of Business, and will be joining TD this summer.
Alexis is a fourth year Finance Major in the Bachelor of Commerce Co-op program. Alexis’ past experiences include a Portfolio Analyst for the DALIS Global Macro group. Alexis will now be taking the position of Executive for DALIS where she intends to make a positive impact on fellow students. Alexis will be returning to RBC for her final co-op in Summer 2023 and hopes to pursue a career in Capital Markets post-graduation.
Mark is entering his fourth year of the Commerce program majoring in Finance at Dalhousie and currently serves as Executive of DALIS. Previously, he served as Analyst of the International Equities and Financials, Consumer, & Technology groups. Mark has completed his last two Co-ops within capital markets at Acumen Capital Partners.
DALIS and the Industry
At DALIS we provide our members with the opportunity to connect with industry professionals in a dynamic and engaging environment, one that allows for education, inspiration, and motivation.
Below are a few company's we've worked with.
Inquiries can be sent to