Corporate Debt Team

Theresa Shutt Theresa Shutt CFA, MBA, MA

Senior Vice President, Corporate Debt Financing

647 260-4847 tshutt@fieracapital.com

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Theresa Shutt is Senior Vice President for Corporate Private Debt at Fiera Private Debt. Prior to joining Fiera Private Debt in July 2019, she was the Chief Investment Officer of Private Debt with Integrated Asset Management.

Ms. Shutt is responsible for the overall strategic direction and operation of the Corporate Debt Financing Team. In this role, she provides leadership in support of business development, investment approval, fund strategy and portfolio management. With over 20 years of experience in corporate lending and capital markets, she contributes to the success of the business by growing AUM through strategic capital deployment and the development of innovative private debt strategies.

Prior to Fiera Private Debt, Ms. Shutt was a Managing Director with BMO Corporate Finance where she developed customized financing solutions for mid-market Canadian Companies. Previous to this role, she held a variety of roles at RBC and Scotiabank structuring fixed income and equity derivatives for corporations and asset managers. She began her career working as an economist for the Conference Board of Canada.

Theresa Shutt holds a Bachelor of Arts (BA) in Economics (Honours) from the University of Alberta, a Master of Arts (MA) in Economics from McMaster University and a Master of Business Administration (MBA) from the Rotman School of Management of the University of Toronto. Ms. Shutt is a Chartered Financial Analyst (CFA) charterholder.

Brian Ko Brian Ko BSc, MBA, CFA

Managing Director, Corporate Debt Financing

647 260-4835 bko@fieracapital.com

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Prior to joining Fiera Private Debt in July 2019, Brian Ko had worked at Integrated Asset Management Corp. with the Private Debt Group since 2011. Mr. Ko was responsible for origination, client negotiations, deal structuring, financial analysis, due diligence, and portfolio management.

Prior to joining Integrated Asset Management, he spent four years in fixed income research at DBRS, where he was most recently an Assistant Vice President in the energy group.

Mr. Ko holds a Bachelor of Science (BSc) in Computer Science and Commerce from the University of Toronto, a Master of Business Administration (MBA) from the Darden Graduate School of Business at the University of Virginia and he holds the Chartered Financial Analyst (CFA) designation.

Neil Macpherson Neil Macpherson BSc, MBA

Managing Director, Corporate Debt Financing

905 467-7578 nmacpherson@fieracapital.com

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With more than 25 years of experience as a mortgage broker, commercial lender and business development manager with financial institutions, Neil Macpherson joined the Fiera Private Debt Team in 2019.

Prior to joining Fiera Private Debt, Mr. Macpherson had gained extensive lending experience while working in senior banking and investment fund roles at BDC and ROI Capital. In these prior roles, he was responsible for deal origination, client negotiations, deal structuring, due diligence as well as portfolio management. Mr. Macpherson also has extensive management experience gained while leading successful commercial lending teams in his prior roles.

Neil Macpherson holds a Bachelor of Science (BSc) in Biology and a Master of Business Administration (MBA) from McMaster University.

Nelson Penelas Nelson Penelas MBA

Managing Director, Corporate Debt Financing

647 354-4252 npenelas@fieracapital.com

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Prior to joining Fiera Private Debt in June 2020, Mr. Penelas worked at BMO Corporate Finance within the Diversified Industries Group where he was responsible for origination, deal structuring, due diligence, and execution of corporate lending transactions in Canada and Internationally.

Prior to joining BMO, Nelson Penelas spent four years in the Leverage Finance Group at CIT Corporate Finance, where he was a Director responsible for the origination, due diligence and execution of leveraged buyout supporting Canadian and US Financial Sponsors.

Mr. Penelas holds a Bachelor of Arts (BA) from Wilfrid Laurier University and a Master of Business Administration (MBA) from the Manchester Business School at the University of Manchester.

Rory O'Leary Rory O'Leary MBA, BA

Managing Director, Corporate Debt Financing

647 402-8581 roleary@fieracapital.com

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Rory O’Leary has 18 years of professional experience with range of disciplines within the Banking and Financial Services Industry. Prior to joining Fiera Private Debt in 2020, Mr. O’Leary held a senior Banking position with TD Bank where he was responsible for managing a senior commercial portfolio of clients with approximately $400 million in authorized credit.

Mr. O’Leary has strong experience in client relationship management, credit risk assessment and monitoring, business development and commercial credit structuring. He also has experience in financial advisory including corporate consulting, Merger & Acquisition Services and business valuation.

Rory O’Leary holds a Bachelor of Arts (BA) from the University of Windsor, a graduate certificate in management from École Supérieure de Commerce (France) and a Master of Business Administration (MBA) from Griffith University (Australia).

Jeffrey Benson Jeffrey Benson BBA

Director, Corporate Debt Financing

647 235-4495 jbenson@fieracapital.com

Varun Bhardwaj Varun Bhardwaj CFA, CAIA, BBA

Director, Corporate Debt Financing

647 260-4849 vbhardwaj@fieracapital.com

Martin Asante Martin Asante CPA

Associate Director, Corporate Debt Financing

416 880-5181 masante@fieracapital.com

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Prior to joining Fiera Private Debt in April 2019, Martin Asante was a member of KPMG’s Deal Advisory - Transaction Services Team. As a Senior Associate, he provided financial due diligence services to clients for mergers and acquisitions.

Previously, Mr. Asante has also held roles as a Financial Analyst with KPMG and Best Buy where he was responsible for financial planning and analysis, along with financial reporting and database management.

Martin Asante graduated from McMaster University with a Bachelor of Commerce (BCom) and he holds the Chartered Professional Accountant (CPA) designation.

Remy Orpen Remy Orpen BCom

Associate Director, Corporate Debt Financing

647 291-4079 rorpen@fieracapital.com