Udeeshan Jonas

ACMA, B.Bus

Senior Vice President – Head of Research, CAL

Lecturer – CFA Program

 

Udeeshan is a seasoned investment professional with over a decade of experience in investment research and fund management. With deep insights and expertise in the Sri Lankan economy and capital markets, Udeeshan currently heads the Research arm of the CAL Group, one of the top rated equity research houses in the country. He is a CFA charter holder and an Associate Member of the Chartered Institute of Management Accountants (CIMA, UK). He also holds a Bachelor of Business from Edith Cowan University, Australia.

Prior to his role as Head of Research, Udeeshan worked as a fund manager for CAL Investments, one of the largest investment management companies in Sri Lanka. Udeeshan has played a pivotal role in revolutionizing the equity research industry in Sri Lanka by introducing innovative digital research solutions to the local market. Udeeshan won the Gold award for Best Equity Research Report for the year 2017/18 and Best Sector Report in Sri Lanka for the year 2018/19 and was instrumental in heading a team which won multiple awards at the CFA Capital Market Awards, a feat achieved for the first time in the history of the competition.

Udeeshan has more than five years of lecturing experience in CFA and ACCA in areas such as equity, corporate finance and fixed income. Bringing practical and real life experience into the classroom is a key feature of Udeeshan’s lectures. Attachments area