Mee Warren

President

Bodhi Research

Mee Warren is President at Bodhi Research Group. Her duties include portfolio diagnostics, trade execution best practices, due diligence, and risk management. She enjoys working with a diverse set of clients and projects focused on research and education in the alternative investment space. She is also committed to Diversity, Equity, & Inclusion in the workplace. Mee joined Bodhi Research Group after nearly 15 years at Two Sigma Investments, LP.

Mee joined Two Sigma in 2003 as its 30th employee. At the time, Two Sigma was a small emerging manager just trading US equities. For the first five years, she worked very closely with the CEO and built out the back and middle offices. In October 1, 2008, she joined the trading desk and eventually became Head Trader of their largest portfolio and traded global equities, currencies, commodities, and derivatives. In 2015, she was promoted to an elite 5-person team that strategized investment decisions and elevated the production environment for firm and equity strategies across all portfolios and regions worldwide. This team essentially served as the Investment Committee for Two Sigma Investments. She worked on proprietary execution tactics, portfolio construction research, and built risk monitoring tools. Mee was an important part of the team that was responsible for the tremendous success at Two Sigma. In 2018, Mee chose to leave Two Sigma which at the time had nearly 60 Billion USD in AUM.

Mee Warren won the “Women in Finance Outstanding Contributions” award from Markets Media and the Women on Wall Street Trailblazer” award from Traders Magazine. Mee is a graduate from the the University of Minnesota’s Carlson School of Management, and she holds both the CFA and CAIA charters. She is also a member of NOIP (National Organization of Investment Professionals), 100 Women in Finance, Women in ETFs, MM Women in Finance Advisory Board and also sits on the board of several non-profits. Mee is an ACBL Life Master in Contract Bridge Card Game and a competitive pool player.

Philip Mesman

Head of Fixed Income

Picton Mahoney Asset Management

Philip Mesman is a partner and lead Portfolio Manager of our firm’s Income Strategies. Phil’s previous investment experience includes working through the ranks at Scotiabank as a Commercial Lender; Merrill Lynch as a Proprietary Analyst and Trader; Greywolf Capital as a Credit Analyst; and Harris Investments as Managing Director and Portfolio Manager. As a 20+ year veteran in the investment industry and second generation credit specialist, Phil brings extensive experience across all facets of income investing. Phil graduated from the University of Western Ontario with a degree in Economics and is a CFA charterholder.

Philip Hilal

Founder and Portfolio Manager

Clearfield

Philip Hilal founded Clearfield in 2014. From 2006 to 2014, he worked at Kingdon Capital Management as a global generalist, managing long and short investments in equity, debt and derivative instruments across industries and geographies using a deep-fundamental-research approach. From 2003 to 2006, he worked at Davidson Kempner Capital Management, where he focused on event-driven equity and credit investments. From 1996 to 2001, he held various positions with Goldman Sachs, including fixed-income trading, financial-instrument structuring, investment banking, and private equity and venture capital. He holds an M.B.A. from Harvard Business School and a B.A. from Yale University, Phi Beta Kappa and magna cum laude.

Bryan Nunnelley

Chief Executive Officer

Crystalline Management

Bryan joined the firm in November 2011 and draws on 18 years of broad-based experience in the financial industry, including the management of alternative investment strategies, investment banking, mergers and acquisitions, and including corporate and business development with emerging businesses. Prior to joining Crystalline he was Director and COO at a Canadian hedge fund, and before that was VP – Strategic & Corporate Development, at a life-sciences company.  He holds a Master’s degree in International Affairs from the Norman Paterson School of International Affairs in Ottawa, and graduated with a B.A. in Sociology and Business & Commerce, from Dalhousie University. In 2021, he completed the Directors Education Program (DEP) offered jointly by the Institute of Corporate Directors (ICD) and the Rotman School of Management at the University of Toronto.

Mee Warren

President

Bodhi Research

Mee Warren is President at Bodhi Research Group. Her duties include portfolio diagnostics, trade execution best practices, due diligence, and risk management. She enjoys working with a diverse set of clients and projects focused on research and education in the alternative investment space. She is also committed to Diversity, Equity, & Inclusion in the workplace. Mee joined Bodhi Research Group after nearly 15 years at Two Sigma Investments, LP.

Mee joined Two Sigma in 2003 as its 30th employee. At the time, Two Sigma was a small emerging manager just trading US equities. For the first five years, she worked very closely with the CEO and built out the back and middle offices. In October 1, 2008, she joined the trading desk and eventually became Head Trader of their largest portfolio and traded global equities, currencies, commodities, and derivatives. In 2015, she was promoted to an elite 5-person team that strategized investment decisions and elevated the production environment for firm and equity strategies across all portfolios and regions worldwide. This team essentially served as the Investment Committee for Two Sigma Investments. She worked on proprietary execution tactics, portfolio construction research, and built risk monitoring tools. Mee was an important part of the team that was responsible for the tremendous success at Two Sigma. In 2018, Mee chose to leave Two Sigma which at the time had nearly 60 Billion USD in AUM.

Mee Warren won the “Women in Finance Outstanding Contributions” award from Markets Media and the Women on Wall Street Trailblazer” award from Traders Magazine. Mee is a graduate from the the University of Minnesota’s Carlson School of Management, and she holds both the CFA and CAIA charters. She is also a member of NOIP (National Organization of Investment Professionals), 100 Women in Finance, Women in ETFs, MM Women in Finance Advisory Board and also sits on the board of several non-profits. Mee is an ACBL Life Master in Contract Bridge Card Game and a competitive pool player.

Philip Mesman

Head of Fixed Income

Picton Mahoney Asset Management

Philip Mesman is a partner and lead Portfolio Manager of our firm’s Income Strategies. Phil’s previous investment experience includes working through the ranks at Scotiabank as a Commercial Lender; Merrill Lynch as a Proprietary Analyst and Trader; Greywolf Capital as a Credit Analyst; and Harris Investments as Managing Director and Portfolio Manager. As a 20+ year veteran in the investment industry and second generation credit specialist, Phil brings extensive experience across all facets of income investing. Phil graduated from the University of Western Ontario with a degree in Economics and is a CFA charterholder.

Philip Hilal

Founder and Portfolio Manager

Clearfield

Philip Hilal founded Clearfield in 2014. From 2006 to 2014, he worked at Kingdon Capital Management as a global generalist, managing long and short investments in equity, debt and derivative instruments across industries and geographies using a deep-fundamental-research approach. From 2003 to 2006, he worked at Davidson Kempner Capital Management, where he focused on event-driven equity and credit investments. From 1996 to 2001, he held various positions with Goldman Sachs, including fixed-income trading, financial-instrument structuring, investment banking, and private equity and venture capital. He holds an M.B.A. from Harvard Business School and a B.A. from Yale University, Phi Beta Kappa and magna cum laude.

Bryan Nunnelley

Chief Executive Officer

Crystalline Management

Bryan joined the firm in November 2011 and draws on 18 years of broad-based experience in the financial industry, including the management of alternative investment strategies, investment banking, mergers and acquisitions, and including corporate and business development with emerging businesses. Prior to joining Crystalline he was Director and COO at a Canadian hedge fund, and before that was VP – Strategic & Corporate Development, at a life-sciences company.  He holds a Master’s degree in International Affairs from the Norman Paterson School of International Affairs in Ottawa, and graduated with a B.A. in Sociology and Business & Commerce, from Dalhousie University. In 2021, he completed the Directors Education Program (DEP) offered jointly by the Institute of Corporate Directors (ICD) and the Rotman School of Management at the University of Toronto.

Óscar Becerra

Wealth Consultant

Cidel

Oscar joined Cidel in 2016 working in the LATAM division. He is responsible for developing the Colombian market. He works closely with private clients, families, tax professionals and investment advisers on asset management and fiduciary services providing holistic planning solutions.Prior to Cidel, he worked with the Colombian Government’s Trade and Investment Commission.

Oscar has his BA in Finance and International Relations from Universidad Externado de Colombia and an MBA from the Desautels Faculty of Management, McGill University. He is a Chartered Investment Manager (CIM®) and also a member of the Society of Trust and Estate Practitioners (STEP).

Layth Ashoo

Partner

Maverix Private Equity

Layth is a Partner at Maverix Private Equity. In this role, he is responsible for deal sourcing, execution and portfolio company oversight. He brings 15 years of industry experience spanning private equity, management consulting, investment banking and software development.  Layth has been involved in the origination, evaluation, execution, and oversight of buyout and minority investment transactions since 2017.

Prior to his career in private equity, Layth joined McKinsey & Company in 2012 where he led and operational and financial restructurings, due diligences, and strategic reviews for clients around the globe. He was previously an associate in the investment banking division of RBC Capital Markets where he was involved in a variety of capital markets and M&A transactions, joining in 2010.

Layth holds an Honours BASc. degree in Computer Engineering from the University of Waterloo and an MBA from the Richard Ivey School of Business. He is a Young Patrons Circle Ambassador with the Royal Ontario Museum. In his time away you can find him skiing, scuba diving, or reading.

Brian Ko

Managing Director, Corporate and Infrastructure Debt Finance

Fiera Private Debt

Brian Ko is a Managing Director at Fiera Private Debt, a division of Fiera Capital, where he is primarily responsible for co-managing a $1.4+ billion portfolio, as well as investor relations.  Prior to joining Fiera in 2019, Brian worked at Integrated Asset Management Corp. as a Managing Director with the private debt group since 2011.  Previously, Brian held progressive roles at DBRS where he was rating debt securities.

Katie Fasken

Managing Director

Slate Asset Management

Katie is a Managing Director of Slate Asset Management.

She is responsible for leading capital raising and investor relations efforts for Slate and its businesses.

Katie joined Slate in 2016. Prior to joining Slate, Katie was on the financial institutions investment banking team at CIBC World Markets and also worked on the institutional equity sales desk.

She holds an Honours Business Administration degree from the Richard Ivey Business School at West