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.