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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, and Seaside Capital. 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.

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What We Do

Depending on their interests, members can apply to join one of our four focus groups: Global Macro, Long/Short Equities, Commodities, and Machine Learning. Each of these groups are responsible for developing its strategies to contribute to the fund's alpha. Portfolio Managers run smaller weekly sessions to discuss strategies, markets, and news, and execute trades.

Additionally, there is Seaside Capital, which is designed for students interested in Investment Banking, Private Equity, and Equity Research. Students with the technical knowledge to succeed in their respective industries participate in stock pitches and a mock M&A competition each semester.

2026-2027 Executive Team

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William Alexander

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Co-President

William is a fourth-year Bachelor of Commerce student majoring in Finance and a Co-President of the Dalhousie Investment Society. Originally from the United States, he started as an Analyst in his second year and later served as Portfolio Manager of the Commodities Portfolio for a full academic year. William’s professional experience includes private wealth management at BMO, where he gained exposure to portfolio management and client-facing sales. He is passionate about commodities, financial markets, and creating opportunities for students to develop both professionally and personally. Having benefited greatly from the mentorship, experience, and community DALIS provided him, William is committed, as Co-President, to helping members discover their interests, challenge themselves, and develop the confidence, practical skills, and work ethic that shaped his own experience.

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Lucas Robbins

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Vice-President

Lucas is a fourth-year Bachelor of Commerce student at Dalhousie's Rowe School of Business, majoring in Finance with a minor in Statistics. He began his journey with DALIS as a General Member and spent the next two academic years with the Commodities Portfolio, where he most recently served as Portfolio Manager and represented Dalhousie at Stock Pitch Atlantic in 2026. Lucas’s professional experience is in the shipbuilding industry at Irving Shipbuilding in Halifax, where he has been able to further develop his interests in data science and machine learning. Lucas is passionate not only about the society but also about its members, and he is committed to helping DALIS grow into a nationally recognized organization.

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Sam Collins

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Co-Presisent

Sam is a fourth-year Bachelor of Commerce student majoring in Finance with a minor in Statistics and a Co-President of the Dalhousie Investment Society. He previously served as a Senior Analyst with the Long/Short Portfolio and has represented DALIS at several case competitions across Canada. Sam’s co-op terms have provided him with experience across alternative investments and investment banking, most recently with National Bank of Canada’s EMEA Mining & Metals Investment Banking practice in London, England. He is passionate about creating opportunities for members to gain practical experience, expand their professional networks, and become more involved in the broader finance community. As Co-President, Sam is focused on expanding access to external events, case competitions, and professional development opportunities for DALIS members.​​​​

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Connor Boehme

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Head of the Maritime Fund

Connor is a fourth-year Bachelor of Commerce student at Dalhousie’s Rowe School of Business, majoring in Accounting with a focus on wealth management and tax planning. He currently serves as the Head of The Maritime Fund. He joined DALIS in his first year and progressed through roles as a General Member, Senior Analyst, and Portfolio Manager of the Global Macro Fund. Connor is currently completing a co-op as a Staff Accountant at Lekadir LLP. He has also gained experience in wealth management and private equity through his work as an Associate Intern at Mandeville Private Client. Connor is passionate about the trust and personal connections at the core of wealth management and hopes to provide the fund’s up-and-coming members with the same mentorship that shaped his own path through DALIS. 

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Head of Internal Relations 

Bailee is a fourth-year Bachelor of Commerce student at Dalhousie’s Rowe School of Business, majoring in Accounting. She currently serves as the Head of Internal Relations for the Dalhousie Investment Society. Bailee joined DALIS as an Analyst on the Seaside team before advancing to her current executive position. She previously studied abroad at Emlyon Business School in France. Professionally, Bailee spent the past summer as an Investment Banking Analyst on the M&A team at NewPoint Capital Partners, building on her previous M&A co-op experience at Deloitte. In her executive role, she focuses on strengthening internal programming and mentorship to help members build the skills and confidence that shaped her own path into finance.

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Head of Corporate Relations

Justin is a fourth-year Bachelor of Commerce student at Dalhousie's Rowe School of Business, majoring in Finance. He currently serves as the Head of External and Corporate Relations at the Dalhousie Investment Society. Originally from Montreal, Justin joined DALIS as a Junior Analyst before advancing to his current executive position. His co-op terms have provided him with broad exposure across the financial sector, including roles at RBC and RBC Capital Markets, experience in wealth management at ScotiaMcLeod, and work in commercial real estate. In his executive role, Justin focuses on strengthening corporate partnerships, fostering alumni engagement, and connecting DALIS members directly with professionals across the finance industry.

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. 

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Inquiries can be sent to

dalis@dal.ca

2025. Dalhousie Investment Society, Dalhousie University.

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