Connor O’Brien
Directeur Général chez O'Leary Funds Management LP
Profil
Connor O’Brien currently works at Canoe Premium Income Fund, as President, Chief Executive Officer & Director, O'Leary Funds Management LP, as President & Chief Executive Officer from 2011, O'Leary Funds Management, Inc., as President, Chief Executive Officer & Director, O'Shares Investment Advisers LLC (US), as Chief Executive Officer & President from 2015, Slate Asset Management LP, as Managing Director from 2023, Fintech Strategies Corp., as Director, and Stanton Asset Management, Inc., as President & Chief Investment Officer.
Mr. O’Brien also formerly worked at O'Leary Global Equity Income Fund, as President & Chief Executive Officer, O'Leary Global Infrastructure Fund, as President & Chief Executive Officer from 2009 to 2010, O'Leary Global Income Opportunities Fund, as President & Chief Executive Officer, Canoe Canadian High Income Fund, as President & Chief Executive Officer, Canoe Global Growth & Income Fund, as President & Chief Executive Officer, O'Leary Canadian Equity Income Fund, as President, Chief Executive Officer & Director from 2011 to 2012, O’Leary BrIC-Plus Income & Growth Fund, as President & Chief Executive Officer, O'Leary Advantaged Tactical Global Corporate Bond Fund, as President & Chief Executive Officer, Oleary Canadian Income Opportunities Fund 2, as President, Chief Executive Officer & Director from 2011 to 2013, Convertible Debentures Income Fund, as President, Chief Executive Officer & Director, Canoe U.S.
Strategic Yield Advantaged Fund, as President, Chief Executive Officer & Director, Floating Rate Income Fund, as President, Chief Executive Officer & Director, Canoe Canadian Diversified Income Fund, as President, Chief Executive Officer & Director, Lehman Brothers, Inc., as Principal, Fortress Investment Group LLC, as Vice President, and Merrill Lynch & Co., Inc., as Principal.
Mr. O’Brien received his Masters Business Admin degree from Dartmouth College and undergraduate degree from Middlebury College.
Postes actifs de Connor O’Brien
| Sociétés | Poste | Début |
|---|---|---|
O'Leary Funds Management LP
 O'Leary Funds Management LP Financial ConglomeratesFinance Part of Canoe Financial LP, O'Leary Funds Management LP provides fund management services. The company is based in Montréal, Canada. The CEO of the Canadian company is Connor O ’ Brien. O'Leary Funds Management was acquired by Canoe Financial LP on February 17, 2016. | Directeur Général | 07/10/2009 |
Stanton Asset Management, Inc.
 Stanton Asset Management, Inc. Investment ManagersFinance Stanton Asset Management, Inc. is an independent investment management firm headquartered in Montréal, Quebec, Canada. The firm was founded in 2004 and actively manages portfolios for private, family office and institutional clients. | Directeur Général | - |
| O'Leary Funds Management, Inc. | Directeur Général | 11/02/2011 |
Canoe Premium Income Fund
 Canoe Premium Income Fund Investment Trusts/Mutual FundsMiscellaneous Canoe Premium Income Fund operates as an Open-End Investment Fund/Unit Trust, whose investment objectives are to generate income and long-term capital growth by investing primarily in a portfolio of publicly traded dividend paying and common and preferred shares and income trust units of mid and large-cap issuers domiciled in Canada. The company is headquartered in Montreal, Canada. | Directeur Général | - |
O'Shares Investment Advisers LLC (US)
 O'Shares Investment Advisers LLC (US) Investment ManagersFinance O'Shares Investment Advisers LLC (US) (dba O’Shares Investments) is an investment management firm headquartered in Boston, Massachusetts. The firm was acquired by SS&C Technologies Holdings, Inc. from Fintech Strategies Corp. in 2022. O’Shares Investments provides ETFs for long-term wealth management, with an emphasis on quality across their family of ETFs. The O’Shares ETFs are designed for investors with objectives ranging from wealth preservation and income to growth and capital appreciation. | Directeur Général | 01/01/2015 |
Fintech Strategies Corp.
 Fintech Strategies Corp. Investment ManagersFinance Fintech Strategies Corp. provides investment advisory services. The private company is based in Montréal, Canada. and has subsidiaries in Canada. | Directeur/Membre du Conseil | - |
Slate Asset Management LP /Private Equity/
 Slate Asset Management LP /Private Equity/ Investment ManagersFinance Slate Asset Management LP /Private Equity/ (Slate Asset Management /Private Equity/) is a real estate investment firm, which was founded in 2005 by Blair Welch and Brady Welch. The firm is headquartered in Toronto, Canada. | Private Equity Investor | 01/01/2020 |
Anciens postes connus de Connor O’Brien
| Sociétés | Poste | Fin |
|---|---|---|
Oleary Canadian Income Opportunities Fund 2
 Oleary Canadian Income Opportunities Fund 2 Investment Trusts/Mutual FundsMiscellaneous Oleary Canadian Income Opportunities Fund 2 is a closed-end investment fund/investment trust. It is a non-redeemable investment fund. The Fund has been created to invest in an actively-managed portfolio comprised primarily of publicly-traded securities of issuers domiciled in Canada. Oleary Canadian Income Opportunities Fund 2 was founded on December 17, 2010 and is headquartered in Montréal, Canada. | President | 24/04/2013 |
O’Leary BrIC-Plus Income & Growth Fund
 O’Leary BrIC-Plus Income & Growth Fund Investment Trusts/Mutual FundsMiscellaneous O'Leary BrIC-Plus Income & Growth Fund is a closed-end Investment Fund/Investment Trust. The company was founded on January 29, 2009 and is headquartered in Montréal, Canada. | President | 12/06/2012 |
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Formation de Connor O’Brien
| Dartmouth College | Masters Business Admin |
| Middlebury College | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 23 |
|---|---|
O'Leary Global Infrastructure Fund
 O'Leary Global Infrastructure Fund Investment Trusts/Mutual FundsMiscellaneous O'Leary Global Infrastructure Fund provides investments trusts and mutual fund services. It's portfolio of investment are diversified globally by region and by sector. The company invests primarily in dividend-paying common shares, preferred shares, and bonds of public issuers. It is headquartered in Montréal, Canada. | Miscellaneous |
O'Leary Funds Management LP
O'Leary Funds Management LP Financial ConglomeratesFinance Part of Canoe Financial LP, O'Leary Funds Management LP provides fund management services. The company is based in Montréal, Canada. The CEO of the Canadian company is Connor O ’ Brien. O'Leary Funds Management was acquired by Canoe Financial LP on February 17, 2016. | Finance |
Stanton Asset Management, Inc.
Stanton Asset Management, Inc. Investment ManagersFinance Stanton Asset Management, Inc. is an independent investment management firm headquartered in Montréal, Quebec, Canada. The firm was founded in 2004 and actively manages portfolios for private, family office and institutional clients. | Finance |
O'Leary Global Equity Income Fund
 O'Leary Global Equity Income Fund Investment Trusts/Mutual FundsMiscellaneous O'Leary Global Equity Income Fund is a close end investment fund/investment trust. The company was founded on May 30, 2008 and is headquartered in Montréal, Canada. | Miscellaneous |
O'Leary Global Income Opportunities Fund
 O'Leary Global Income Opportunities Fund Investment Trusts/Mutual FundsMiscellaneous O'Leary Global Income Opportunities Fund is a closed-end Investment Fund/Investment Trust. The company was founded on January 29, 2009 and is headquartered in Montréal, Canada. | Miscellaneous |
O’Leary BrIC-Plus Income & Growth Fund
O’Leary BrIC-Plus Income & Growth Fund Investment Trusts/Mutual FundsMiscellaneous O'Leary BrIC-Plus Income & Growth Fund is a closed-end Investment Fund/Investment Trust. The company was founded on January 29, 2009 and is headquartered in Montréal, Canada. | Miscellaneous |
Canoe Canadian High Income Fund
 Canoe Canadian High Income Fund Investment Trusts/Mutual FundsMiscellaneous O'Leary Canadian High Income Fund is a closed-end Investment Fund/Investment Trust. The company was founded on April 29, 2009 and is headquartered in Montréal, Canada. | Miscellaneous |
Canoe Global Growth & Income Fund
 Canoe Global Growth & Income Fund Investment Trusts/Mutual FundsMiscellaneous Canoe Global Growth & Income Fund is a closed-end Investment Fund/Investment Trust. The company was founded on September 28, 2009 and is headquartered in Montréal, Canada. | Miscellaneous |
O'Leary Advantaged Tactical Global Corporate Bond Fund
 O'Leary Advantaged Tactical Global Corporate Bond Fund Investment Trusts/Mutual FundsMiscellaneous O'Leary Advantaged Tactical Global Corporate Bond Fund is a closed-end Investment Fund/Investment Trust. The company was founded on April 1, 2010 and is headquartered in Montréal, Canada. | Miscellaneous |
O'Leary Canadian Equity Income Fund
 O'Leary Canadian Equity Income Fund Investment Trusts/Mutual FundsMiscellaneous O'Leary Canadian Equity Income Fund is a closed-end Investment Fund/Investment Trust. Its objective is to provide stable monthly income and moderate capital appreciation by investing primarily in the common equity of Canadian listed income trusts and corporations. The company was founded on November 25, 2009 and is headquartered in Montréal, Canada. | Miscellaneous |
Oleary Canadian Income Opportunities Fund 2
Oleary Canadian Income Opportunities Fund 2 Investment Trusts/Mutual FundsMiscellaneous Oleary Canadian Income Opportunities Fund 2 is a closed-end investment fund/investment trust. It is a non-redeemable investment fund. The Fund has been created to invest in an actively-managed portfolio comprised primarily of publicly-traded securities of issuers domiciled in Canada. Oleary Canadian Income Opportunities Fund 2 was founded on December 17, 2010 and is headquartered in Montréal, Canada. | Miscellaneous |
| O'Leary Funds Management, Inc. | |
Convertible Debentures Income Fund
 Convertible Debentures Income Fund Investment Trusts/Mutual FundsMiscellaneous Convertible Debentures Income Fund is an investment trust, which provides unit-holders tax-advantaged exposure to a portfolio comprised primarily of publicly traded convertible debentures of Canadian and global issuers. The company was founded on January 27, 2010 and is headquartered in Montreal, Canada. | Miscellaneous |
Fortress Investment Group LLC
 Fortress Investment Group LLC Investment ManagersFinance Fortress Investment Group LLC provides investment management services. It specializes in asset-based investment, operations management, mergers and acquisitions, and capital markets. The company was founded by Wesley Robert Edens, Robert I. Kauffman, and Randal Alan Nardone in 1998 and is headquartered in New York, NY. | Finance |
Canoe U.S. Strategic Yield Advantaged Fund
 Canoe U.S. Strategic Yield Advantaged Fund Investment Trusts/Mutual FundsMiscellaneous Canoe U.S. Strategic Yield Advantaged Fund is a closed-end investment fund/investment trust. Its investment objectives are to provide holders of units with monthly tax-advantaged distributions consisting primarily of returns of capital; to maximize total return for unit holders; and to preserve capital. The company was founded on April 28, 2011 and is headquartered in Montréal, Canada. | Miscellaneous |
Floating Rate Income Fund
 Floating Rate Income Fund Investment Trusts/Mutual FundsMiscellaneous Floating Rate Income Fund operates as a closed-end investment fund/investment trust. Its investment objectives are to provide unit holders with monthly tax-advantaged distributions consisting initially primarily of returns of capital; and to preserve capital. Its portfolio include senior secured floating rate loans, floating rate notes and other debt obligations of investment, and non-investment grade global issuers. The company was founded on July 19, 2011 and sis headquartered in Montréal, Canada. | Miscellaneous |
Canoe Canadian Diversified Income Fund
 Canoe Canadian Diversified Income Fund Investment Trusts/Mutual FundsMiscellaneous Canoe Canadian Diversified Income Fund is a non redeemable investment fund that is managed by O'Leary Funds Management LP. Its investment objectives are to provide holders of units with monthly distributions and to preserve capital. The company was founded on November 2, 2011 and is headquartered in Montreal, Canada. | Miscellaneous |
Canoe Premium Income Fund
Canoe Premium Income Fund Investment Trusts/Mutual FundsMiscellaneous Canoe Premium Income Fund operates as an Open-End Investment Fund/Unit Trust, whose investment objectives are to generate income and long-term capital growth by investing primarily in a portfolio of publicly traded dividend paying and common and preferred shares and income trust units of mid and large-cap issuers domiciled in Canada. The company is headquartered in Montreal, Canada. | Miscellaneous |
Lehman Brothers, Inc.
 Lehman Brothers, Inc. Investment Banks/BrokersFinance A subsidiary of Lehman Brothers Holdings, Inc., Lehman Brothers, Inc. is a broker/dealer headquartered in New York City. They provide global equity and fixed research. The equity research department covers more than 100 sectors. They use a fundamental, quantitative, strategic and tactical research approach. In addition to these Lehman has also developed special products, such as 10 uncommon values and 10 uncommon eurovalues. | Finance |
| Merrill Lynch & Co., Inc. | Finance |
O'Shares Investment Advisers LLC (US)
O'Shares Investment Advisers LLC (US) Investment ManagersFinance O'Shares Investment Advisers LLC (US) (dba O’Shares Investments) is an investment management firm headquartered in Boston, Massachusetts. The firm was acquired by SS&C Technologies Holdings, Inc. from Fintech Strategies Corp. in 2022. O’Shares Investments provides ETFs for long-term wealth management, with an emphasis on quality across their family of ETFs. The O’Shares ETFs are designed for investors with objectives ranging from wealth preservation and income to growth and capital appreciation. | Finance |
Fintech Strategies Corp.
Fintech Strategies Corp. Investment ManagersFinance Fintech Strategies Corp. provides investment advisory services. The private company is based in Montréal, Canada. and has subsidiaries in Canada. | Finance |
Slate Asset Management LP /Private Equity/
Slate Asset Management LP /Private Equity/ Investment ManagersFinance Slate Asset Management LP /Private Equity/ (Slate Asset Management /Private Equity/) is a real estate investment firm, which was founded in 2005 by Blair Welch and Brady Welch. The firm is headquartered in Toronto, Canada. | Finance |
