In advance of our Wealth Managers’ Forum (WMF 2022) on Feb 15-18, we are offering a series of 4 keynote sessions to kick-off our content-packed Forum this year. Originally intended to be held in-person, we’ll just pretend that we’re at the storied Vancouver Club as we hear from these experienced fixed income managers talk to how they see markets unfolding over the rest of the year. We’ll be back there for the CAASA Alternative Perspectives conference in June!
Virtual
Head of Fixed Income
Picton Mahoney Asset Management
Principal, Co-Head of Client Portfolio Management
RPIA
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.
Principal, Co-Head of Client Portfolio Management
RPIA
As Head of Client Portfolio Management, Liam leads the team responsible for developing client relationships and developing new investment solutions. Prior to this role, Liam spent several years managing corporate bond portfolios for the firm, with a focus on the Canadian corporate bond market.
Prior to joining RPIA in 2010, Liam held the position of Chief Risk Officer at Northwest Investment Management in the UK. He started his career in finance working on the Credit Trading desk at CIBC world Markets in London. Liam has a Masters in Politics, Philosophy and Economics from New College, Oxford and a Masters in Economics from the University of British Columbia. Liam is a CFA Charter holder.
Event Registration Closed
Event Registration Closed