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Join us in person to hear from our portfolio managers on ways to unlock sources of alpha in portfolios.

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David Picton Image

Dave Picton

President and CEO

Craig Chilton Image

Craig Chilton, CFA*

Portfolio Manager,

Merger Arbitrage

Phil Mesman Image

Phil Mesman, CFA

Head of Fixed Income

Tom Savage Image

Tom Savage, CFA*

Portfolio Manager

Merger Arbitrage

Robert Wilson Image

Robert Wilson, CFA

Head, Portfolio Construction Consultation Service

*Craig Chilton featured in Vancouver and Calgary, and Tom Savage featured in Montreal and Toronto.

David Picton Image

Dave Picton

President and CEO

David Picton is a founding partner of Picton Mahoney Asset Management, President, and CEO. He has upheld a prominent presence in the Canadian investment industry for the past several decades. Highlights of his career so far include launching Synergy Asset Management in 1997 and working as its lead Canadian momentum portfolio manager (some of those mandates he continues to manage to this day), and spending eight years as Head of Quantitative Research at RBC Dominion Securities, where he was one of the top-ranked analysts in his sector.
Craig Chilton Image

Craig Chilton, CFA

Portfolio Manager,

Merger Arbitrage

Craig Chilton joined Picton Mahoney in January 2020 following the acquisition of merger arbitrage strategies from Vertex One Asset Management. Craig joined Vertex One in 2010 and has extensive background in merger arbitrage strategies. Prior to that, he was a Managing Director with CIBC World Markets Inc., where he spent 15 years as a proprietary trader in Toronto, New York and Vancouver. Craig began his finance career in investment banking with Lancaster Group (acquired by TD Bank Group), and subsequently, Richardson Greenshields of Canada Ltd.
Phil Mesman Image

Phil Mesman, CFA

Head of Fixed Income

Philip Mesman is a partner and lead Portfolio Manager of Picton Mahoney's Income strategies. 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’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.
Tom Savage Image

Tom Savage, CFA

Portfolio Manager,

Merger Arbitrage

Tom joined Picton Mahoney Asset Management in January 2020 following the acquisition of the merger arbitrage strategies from Vertex One Asset Management. Tom joined Vertex One in January 2010 and has an extensive background in alternative strategies and specializes in merger and event-driven arbitrage. Prior to joining Vertex One, Tom was a proprietary trader with CIBC World Markets Inc. where he was responsible for equity and derivatives arbitrage as well as special situations strategies. Formerly, he worked in private equity at Birch Hill Equity Partners Management Inc. and began his career as an equity analyst at KBSH Capital Management Inc.
Tom Savage Image

Robert Wilson, CFA

Head, Portfolio Construction Consultation Service

Robert joined Picton Mahoney Asset Management in December 2019. Past roles include Vice President, ETF Leader at BlackRock Asset Management Canada Limited and Sales Associate at PIMCO. Robert has an MBA from the University of Toronto, Rotman School of Management and holds the Chartered Financial Analyst and Chartered Alternative Investment Analyst.

1:00 - 1:30 p.m. PST

Registration and Lunch

1:30 - 1:40 p.m. PST

Opening Remarks

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Todd Haibeck

1:40 - 2:00 p.m. PST

Macro Update

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Dave Picton

Our macroeconomic outlook and its potential implications to investors.

2:00 - 2:10 p.m. PST

Portfolio Construction in a New Era

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Robert Wilson

Ideas on how to construct resilient portfolios in a new era.

2:10 - 2:40 p.m. PST

Panel Discussion

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Robert Wilson, David Picton, Phil Mesman and Craig Chilton

Our portfolio managers will highlight opportunities that they are finding amidst market
uncertainty and how alternative strategies can generate unique sources of returns
independent of today’s market.

2:40 - 2:55 p.m. PST

Q&A

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Moderated by Taylor Duncan-Barr

2:55 - 3:00 p.m. PST

Closing Remarks

|

Taylor Duncan-Barr

12:00 - 12:30 p.m. PST

Registration and Lunch

12:30 - 12:40 p.m. PST

Opening Remarks

|

Andrew Milne

12:40 - 1:00 p.m. PST

Macro Update

|

Dave Picton

Our macroeconomic outlook and its potential implications to investors.

1:00 - 1:10 p.m. PST

Portfolio Construction in a New Era

|

Robert Wilson

Ideas on how to construct resilient portfolios in a new era.

1:10 - 1:40 p.m. PST

Panel Discussion

|

Robert Wilson, David Picton, Phil Mesman and Craig Chilton

Our portfolio managers will highlight opportunities that they are finding amidst market
uncertainty and how alternative strategies can generate unique sources of returns
independent of today’s market.

1:40 - 1:55 p.m. PST

Q&A

|

Moderated by Andrew Milne

1:55 - 2:00 p.m. PST

Closing Remarks

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Andrew Milne

12:00 - 12:30 p.m. PST

Registration and Lunch

12:30 - 12:40 p.m. PST

Opening Remarks

|

Olivier Ha

12:40 - 1:00 p.m. PST

Macro Update

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Dave Picton

Our macroeconomic outlook and its potential implications to investors.

1:00 - 1:10 p.m. PST

Portfolio Construction in a New Era

|

Robert Wilson

Ideas on how to construct resilient portfolios in a new era.

1:10 - 1:40 p.m. PST

Panel Discussion

|

Robert Wilson, David Picton, Phil Mesman and Tom Savage

Our portfolio managers will highlight opportunities that they are finding amidst market
uncertainty and how alternative strategies can generate unique sources of returns
independent of today’s market.

1:40 - 1:55 p.m. PST

Q&A

|

Moderated by Roy Jarmak

1:55 - 2:00 p.m. PST

Closing Remarks

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Roy Jarmak

4:30 - 5:00 p.m. PST

Registration and Light Refreshments

5:00 - 5:10 p.m. PST

Opening Remarks

|

Scott Hickerson

5:10 - 5:30 p.m. PST

Macro Update

|

Dave Picton

Our macroeconomic outlook and its potential implications to investors.

5:30 - 5:40 p.m. PST

Portfolio Construction in a New Era

|

Robert Wilson

Ideas on how to construct resilient portfolios in a new era.

5:40 - 6:10 p.m. PST

Panel Discussion

|

Robert Wilson, David Picton, Phil Mesman and Tom Savage

Our portfolio managers will highlight opportunities that they are finding amidst market
uncertainty and how alternative strategies can generate unique sources of returns
independent of today’s market.

6:10 - 6:25 p.m. PST

Q&A

|

Moderated by Aaron Ferrera

6:25 - 6:30 p.m. PST

Closing Remarks

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Aaron Ferrera

Vancouver

Fairmont Hotel Vancouver

The Roof

900 West Georgia Street

Vancouver, BC

V6C 2W6

calgary location image

Calgary

The Awesome Hotel

Conferance room 3

1243 Nevada St. E

Calgary, AB

E3U 1Y6

montreal location image

Montreal

Ye Old Factory

Room 12

614 Old St.

Montreal, QC

E3U 1Y6

toronto location image

Toronto

Novotel

Conferance room 2

6 Queens St. W

Toronto,ON

E3U 1Y6