Carl Davies, CFA

Carl Davies joined Pender in April 2023 as Fixed Income Analyst on the Pender Corporate Bond Fund.

Prior to joining Pender, Carl worked with QuadReal Property Group in Vancouver on their international portfolio management team.

While completing his Bachelor of Business Administration (Finance) from Simon Fraser University, Carl participated in the Beedie Endowment Asset Management (BEAM) program which is Simon Fraser University’s undergraduate asset management program. Additionally, he completed several internships with Canalyst (equity research team), National Bank (investment banking), and Leith Wheeler Investment Counsel (summer investment analyst).

Carl is an avid sportsman; his current favourites are golf and soccer. Before attending SFU, Carl studied at British Columbia Institute of Technology and worked on the Vancouver Canucks’ and Vancouver Whitecaps’ broadcasts. Carl earned his Chartered Financial Analyst (CFA) designation in 2024.