Daniel Lloyd is Portfolio Manager and Founder of Sui Generis Investment Partners.
Mr. Lloyd was a portfolio manager at MacDougall, MacDougall & MacTier Inc. (“3Macs”) from 2010 to 2014. Prior to this, Mr. Lloyd worked as an investment advisor and research associate to 3Macs’ International Oil & Gas, Mining and Consumer Products analysts. He is a registered portfolio manager with Majestic Asset Management LLC. , the registered manager of Sui Generis Investment Partners.
After graduating from Carleton University, he began his career at State Street in 2005. Mr. Lloyd is a Chartered Investment Manager with the Canadian Securities Institute.
TRUMBULL FISHERPartner / Trader
Trumbull Fisher is a partner at Sui Generis Investment Partners and is responsible for trading, operations and client relationships.
Previously, Mr. Fisher was at Casimir Capital, where he was part of the team that established their Canadian sales and trading operations in 2010.
Prior to Casimir, Mr. Fisher held positions as a Sales Trader at M Partners, a boutique Canadian investment bank, and as an FX trader in National Bank’s institutional currency trading operations.
Mr. Fisher began his career at State Street in 2005 after receiving his B.A. degree from Carleton University.
Eric Fredrickson is a partner at Sui Generis Investment Partners and is responsible for client wealth management. Prior to Sui Generis, Eric was President of 26.2 Capital, a private merchant bank. He has over 20 years’ experience in the financial industry, starting his career with RBC Dominion Securities and spent over a decade with MDS Capital (a leading North American venture capital firm). Eric has been instrumental in building a number of successful businesses throughout his career.
MAXIM MATUSHANSKYInvestment Analyst
Maxim Matushansky is an Investment Analyst at Sui Generis. Previously, Maxim was an Analyst at BMO Capital Markets in Toronto. He has worked on various mergers and acquisitions as well as equity and debt financing transactions, primarily in the Financial Institutions sector. Maxim is a graduate of the Schulich School of Business at York University.