Mawnan Livesley-James

Critic
DISC Type : C

Vice President, Institutional Sales at Connor, Clark & Lunn Financial Group (CC&L)

Vancouver, British Columbia, Canada

Overview

Mawnan is the Vice President of Institutional Sales at Connor, Clark & Lunn Financial Group, focusing on sales and business development. Holding an MBA with distinction from Ivey Business School and a Chartered Investment Manager (CIM) designation, he excels in portfolio analytics and developing proprietary market insights for institutional clients.

He is a passionate advocate for social responsibility, particularly in supporting Indigenous investment inclusivity and advancing truth and reconciliation. He also volunteers as a mentor for startups in the fintech space, reflecting a commitment to fostering innovation and community growth.

Unique fact: Mawnan actively promotes the link between Indigenous investment and project sustainability as a key to a more resilient economic future.

Personality Overview

Information Seeker

Precise

Negotiator

They enjoy working alone and do not rely on others very often.  They prefer to do logical analysis and value evidence over emotions. They don’t appreciate bells and whistles unless backed by data.

Topics They Care About

Indigenous Investment
Actively promotes the connection between Indigenous investment inclusivity and project sustainability, and is a contact for AFOA Canada, an organization for Indigenous financial officers.
Responsible Investing
Advocates for a long-term view that includes clean energy opportunities and zero-carbon initiatives, which he has discussed in his professional communications.
Portfolio Construction
A core part of his professional expertise, focusing on asset mix as a primary determinant of portfolio returns and investor success.

Media Appearances

Mawnan Livesley-James - CC&L Financial Group Ltd.. Featured in Connor, Clark & Lunn Financial Group (CC&L) – Official Website

See Now

Work History

8-2021
Vice President, Institutional Sales at Connor, Clark & Lunn Financial Group (CC&L)
4-2017 - 12-2020
Director, Regional Sales at CIBC Asset Management
11-2014 - 4-2017
Business Development Manager, Renaissance Investments at CIBC Asset Management
10-2012 - 11-2014
Senior Financial Sales Associate at CIBC Asset Management
9-2010 - 12-2011
Director of Marketing and Outreach at Dalhousie Student Union Sustainability Office

Education

Master of Business Administration - MBA from Ivey Business School at Western University
Bachelor's degree - Honours from University of King's College

More Information

Social Presence :

Prographics :

Exp : 13 Location : Vancouver, British Columbia, Canada Job Level : Senior Designation : Vice President, Institutional Sales at Connor, Clark & Lunn Financial Group (CC&L)
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Insights For Selling To Mawnan

During A Call Or A Meeting

DO's

  • Keep some extra margin while sharing pricing, they are likely to negotiate later
  • Be ready for penetrating questions and critical examination of your pitch
  • Be formal and objective, they will appreciate it more

DONT's

  • Don’t rush them till they have clearly gotten all the necessary information
  • Avoid phrases like ‘trust me’, ‘others just love’ etc.
  • Don’t try too hard to build a relationship with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Mawnan is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from Mawnan

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will Mawnan move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Mawnan take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Mawnan

Personality Compatibility


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