Why 2ND ENGINE?

A modern edge in portfolio construction

2nd Engine image - graphic with lines and oval shapes

We give advisors and enterprises a competitive edge through a smarter, portfolio-led approach.

We provide intuitive tools, expert consulting and proprietary data that gives you deeper insights into your investment portfolios so you can build them with greater precision. Our aim is to ensure the risks in your portfolios are understood, intentional and add value, so you can deliver better outcomes and greater certainty to your clients in a rapidly evolving market.

OUR SOLUTIONS

We believe portfolio construction is one of the greatest opportunities for advisors today. While many continue to rely on legacy tools and traditional approaches, we challenge the status quo. At 2ND ENGINE, we believe there’s a better way.

Advanced Portfolio Tools

Expert Consulting Services

Clarity-Driven Insights

TWO ENGINES ARE BETTER THAN ONE

2ND ENGINE is your launch pad – a single, powerful system that brings together the tools and services you need to save time, grow your business, and demonstrate your value to clients.

GROW YOUR BUSINESS

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SAVE TIME

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ENHANCE YOUR ADVICE

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GET STARTED WITH 2ND ENGINE

Explore our tools to gain deeper portfolio insights.

Start now

OUR PEOPLE

Image | Mike Lynds

Mike Lynds, MBA

President, Second Engine

Robert Wilson, Head of Innovation, Portfolio Strategist

Robert Wilson, CFA, CAIA

Head of Innovation, Portfolio Strategist, Second Engine

Pawan Vatvani, Head of Portfolio Construction, Portfolio Strategist

Pawan Vatvani, CFA, FRM

Head of Portfolio Construction, Portfolio Strategist, Second Engine

Bio | Dean Shepard

Dean Shepard, CFA

Chief Growth Officer

Revathy Venugopal, Vice President, Digital Product Management

Revathy Venugopal

Vice President, Digital Product Management

Anuj Sondhi, Vice President, Engineering

Anuj Sondhi

Vice President, Engineering

Hank Xiong, Senior Associate, Portfolio Construction

Hank Xiong, CFA, FRM

Senior Associate, Portfolio Construction

Christine Li, Portfolio Construction Associate

Christine Li, PhD

Portfolio Construction Associate

POWERED BY PICTON

2ND ENGINE was created to solve a critical challenge for advisors: building better, more resilient portfolios in an increasingly complex market. By leveraging PICTON’s investment expertise and belief in a path to greater certainty, 2ND ENGINE empowers advisors with tools and insights to navigate uncertainty with confidence. Under PICTON, we’re backed by:

20

Years as leaders in alternative strategies

167

Total employees, including 50+ investment professionals as of May 31, 2025

$14.5B

Assets under management (CAD) as of May 31, 2025

2ND ENGINE™ is a division of Picton Mahoney Asset Management.

The information provided herein has been provided as a general source of information, is subject to change without notification and should not be construed as investment advice. This material should not be relied upon for any investment decision and is not a recommendation, solicitation or offering of any security in any jurisdiction. The information contained in this material has been obtained from sources believed reliable, however, the accuracy and/or completeness of the information is not guaranteed by Picton Mahoney Asset Management, nor does Picton Mahoney Asset Management assume any responsibility or liability whatsoever. All investments involve risk and may lose value. This information is not intended to provide financial, investment, tax, legal or accounting advice specific to any person, and should not be relied upon in that regard. Tax, investment and all other decisions should be made, as appropriate, only with guidance from a qualified professional.

2ND ENGINE™ is a trademark of Picton Mahoney Asset Management.

© 2025 Picton Mahoney Asset Management. All rights reserved.