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Connor O’Brien
Chief Executive Officer at
O'Leary Funds Management LP
Profile
Connor O’Brien is currently President, Chief Executive Officer & Director at Canoe Premium Yield Fund; President & Chief Executive Officer at O'Leary Funds Management LP since 2011; President, Chief Executive Officer & Director at O'Leary Funds Management, Inc.; Chief Executive Officer & President at O'Shares Investment Advisers LLC (US) since 2015; Managing Director at Slate Asset Management LP since 2023; and Director at Fintech Strategies Corp.
Former roles include President & Chief Executive Officer at O'Leary Global Equity Income Fund, O'Leary Global Income Opportunities Fund, Canoe Canadian High Income Fund, Canoe Global Growth & Income Fund, O’Leary BrIC-Plus Income & Growth Fund, O'Leary Advantaged Tactical Global Corporate Bond Fund, Convertible Debentures Income Fund, Canoe U.S.
Strategic Yield Advantaged Fund, Floating Rate Income Fund, and Canoe Canadian Diversified Income Fund.
Also served as President & Chief Executive Officer at O'Leary Global Infrastructure Fund from 2009 to 2010;.
President, Chief Executive Officer & Director at O'Leary Canadian Equity Income Fund from 2011 to 2012; President, Chief Executive Officer & Director at Oleary Canadian Income Opportunities Fund 2 from 2011 to 2013; President & Chief Investment Officer at Stanton Asset Management, Inc.; Principal at Lehman Brothers, Inc. and Merrill Lynch & Co., Inc.; and Vice President at Fortress Investment Group LLC.
Education includes an MBA from Dartmouth College and undergraduate studies at Middlebury College.
Connor O’Brien active positions
| Companies | Position | Start |
|---|---|---|
O'Leary Funds Management LP
 O'Leary Funds Management LP Financial ConglomeratesFinance Provides fund management services | Chief Executive Officer | 06/10/2009 |
O'Leary Funds Management, Inc. | Chief Executive Officer | 10/02/2011 |
Canoe Premium Income Fund
 Canoe Premium Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Chief Executive Officer | - |
O'Shares Investment Advisers LLC (US)
 O'Shares Investment Advisers LLC (US) Investment ManagersFinance O’Shares Investments offers O’Shares ETF which reflects the firm’s rules-based investment philosophy, including quality as an important characteristic. The firm prefers the ETF form of investment fund for cost-effective, tax-efficient, and transparent access to investment portfolios. O’Shares ETFs are all managed according to rules-based indexes. | Chief Executive Officer | 31/12/2014 |
Fintech Strategies Corp.
 Fintech Strategies Corp. Investment ManagersFinance Provides investment advisory services | Director/Board Member | - |
Slate Asset Management LP /Private Equity/
 Slate Asset Management LP /Private Equity/ Investment ManagersFinance Slate Asset Management /Private Equity/ invests in lower middle-market companies located in North America and Europe. The firm targets companies operating in the fields of energy transition & distributed power, supply chain logistics, digital & communication infrastructure, and district energy & building systems. It provides financing in the form of equity and debt for acquisition and buyout transactions. | Private Equity Investor | 31/12/2019 |
Former positions of Connor O’Brien
| Companies | Position | End |
|---|---|---|
Stanton Asset Management, Inc.
 Stanton Asset Management, Inc. Investment ManagersFinance Stanton Asset Management focuses on conservative investments in global securities. The firm offers actively-managed, globally diversified portfolios that emphasize yield value and capital appreciation. | Chief Executive Officer | 24/03/2022 |
Oleary Canadian Income Opportunities Fund 2
 Oleary Canadian Income Opportunities Fund 2 Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | President | 23/04/2013 |
O’Leary BrIC-Plus Income & Growth Fund
 O’Leary BrIC-Plus Income & Growth Fund Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | President | 11/06/2012 |
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Training of Connor O’Brien
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
76
1st degree connections
25
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 25 |
|---|---|
Lehman Brothers, Inc.
 Lehman Brothers, Inc. Investment Banks/BrokersFinance Provides investment banking services | Finance |
O'Leary Global Equity Income Fund
 O'Leary Global Equity Income Fund Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Miscellaneous |
O'Leary Global Infrastructure Fund
 O'Leary Global Infrastructure Fund Investment Trusts/Mutual FundsMiscellaneous Provides investments trusts and mutual fund services | Miscellaneous |
O'Leary Global Income Opportunities Fund
 O'Leary Global Income Opportunities Fund Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Miscellaneous |
Canoe Canadian High Income Fund
 Canoe Canadian High Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
O'Leary Canadian Equity Income Fund
 O'Leary Canadian Equity Income Fund Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Miscellaneous |
O’Leary BrIC-Plus Income & Growth Fund
O’Leary BrIC-Plus Income & Growth Fund Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Miscellaneous |
O'Leary Advantaged Tactical Global Corporate Bond Fund
 O'Leary Advantaged Tactical Global Corporate Bond Fund Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Miscellaneous |
Oleary Canadian Income Opportunities Fund 2
Oleary Canadian Income Opportunities Fund 2 Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Miscellaneous |
Convertible Debentures Income Fund
 Convertible Debentures Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Canoe U.S. Strategic Yield Advantaged Fund
 Canoe U.S. Strategic Yield Advantaged Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Floating Rate Income Fund
 Floating Rate Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Canoe Canadian Diversified Income Fund
 Canoe Canadian Diversified Income Fund Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Miscellaneous |
Canoe Premium Income Fund
Canoe Premium Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
Canoe Global Growth & Income Fund
 Canoe Global Growth & Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
Dartmouth College
 Dartmouth College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Middlebury College
 Middlebury College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Fortress Investment Group LLC
 Fortress Investment Group LLC Investment ManagersFinance Operates as an investment management company | Finance |
O'Leary Funds Management LP
O'Leary Funds Management LP Financial ConglomeratesFinance Provides fund management services | Finance |
Stanton Asset Management, Inc.
Stanton Asset Management, Inc. Investment ManagersFinance Stanton Asset Management focuses on conservative investments in global securities. The firm offers actively-managed, globally diversified portfolios that emphasize yield value and capital appreciation. | Finance |
O'Leary Funds Management, Inc. | |
Merrill Lynch & Co., Inc.
 Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Finance |
Slate Asset Management LP /Private Equity/
Slate Asset Management LP /Private Equity/ Investment ManagersFinance Slate Asset Management /Private Equity/ invests in lower middle-market companies located in North America and Europe. The firm targets companies operating in the fields of energy transition & distributed power, supply chain logistics, digital & communication infrastructure, and district energy & building systems. It provides financing in the form of equity and debt for acquisition and buyout transactions. | Finance |
O'Shares Investment Advisers LLC (US)
O'Shares Investment Advisers LLC (US) Investment ManagersFinance O’Shares Investments offers O’Shares ETF which reflects the firm’s rules-based investment philosophy, including quality as an important characteristic. The firm prefers the ETF form of investment fund for cost-effective, tax-efficient, and transparent access to investment portfolios. O’Shares ETFs are all managed according to rules-based indexes. | Finance |
Fintech Strategies Corp.
Fintech Strategies Corp. Investment ManagersFinance Provides investment advisory services | Finance |
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