Shawn founded K2 & Associates Investment Management in 1998 after working as an Analyst for Working Ventures Canadian Fund from 1996 to 1998. Shawn is currently the Chief Investment officer and chairman of K2. Shawn has spearheaded countless transactions over the years ranging from private placements to take-overs all while mentoring his staff and creating a dynamic team environment. He is involved in investment prospect generation, investment selection, capital raising, and portfolio company management. Shawn earned his B.A. from McGill University and is a M.B.A. graduate from the University of Toronto.
Dean Perrin joined K2 in 2006 as Vice President. Dean is currently a portfolio manager focusing on merger arbitrage, special situation investments, and credit opportunities. Prior to joining the team, Dean worked at RBC Capital Markets in the equity research group and at the Canada Pension Plan Investment Board. Dean holds an Honours Economics degree from the University of Western Ontario, and is a CFA charterholder.
Michael joined K2 as a Trader in March 2011, and is currently a Portfolio Manager. Mike focuses on the consumer and technology sectors as well as special situations. Mike also works intimately with our programming team, building innovative tools for fund and risk management. Previously, Mike was with CIBC World Markets, responsible for Index Product Research in the Equity Portfolio Trading Group. During his time at CIBC, Mike spent time in both the Toronto and London UK offices and held various positions within Cash Equities and Alternative Execution Trading. Mike holds a Bachelor of Arts Degree from McGill University and has earned the Chartered Investment Manager (CIM) designation.
Daniel Gosselin has been with K2 since June 2004. Dan is currently the President of K2 & Associates Investment Management Inc. During Daniel’s tenure at the firm he has been involved in many aspects of the management company and the funds. Currently Daniel specializes in the SPAC space. Dan holds a Bachelor of Commerce Honours Business Administration degree from the University of Windsor.
Adrian Morante joined K2 in April 2014 as a Vice President and focuses on the firm’s energy investment portfolio. Prior to K2, Adrian worked at Acuity Investment Management and AGF Investments as an energy-focused analyst. Adrian is a CFA Charterholder and holds a Bachelor of Commerce from Ryerson University. In 2013 Adrian received the Brendan Woods TopGun Investment Mind Award.
Josef Vejvoda acts as a special advisor to K2 & Associates Investment Management Inc. Mr. Vejvoda has over twenty-five years of extensive capital markets experience and has held senior management roles at a number of the country’s largest financial institutions including Merrill Lynch Canada, National Bank Financial, and TD Securities. Josef has served on numerous public company boards and has contributed to the realization of significant increases in shareholder value. Mr. Vejvoda graduated from Queen’s University with a bachelor degree in computer science, has earned the Chartered Investment Manager (CIM®) designation from the Canadian Securities Institute, and is a graduate of the Institute of Corporate Directors having achieved the ICD.D designation.
Darren joined K2 in June 2014, focusing on opportunities in equities and merger arbitrage. Prior to K2, Darren spent three years at Boswell Capital Corporation working on internal investment opportunities and providing corporate advisory services to external clients.
Andrew Kearns joined K2 as an Analyst in May 2015, and is currently a Portfolio Manager focusing on opportunities in equities and merger arbitrage. Prior to K2, Andrew was as an equity analyst at Galileo Funds and previously he was a mining analyst at Boswell Capital Corporation. Andrew is a CFA charterholder and holds a BAScin Mineral Engineering from the University of Toronto.
Francois joined K2 in February 2016. As a Portfolio Manager, Francois’ responsibilities are focused on the firm’s merger arbitrage strategies and equity investments in the natural resource sector. Prior to joining K2, Francois spent 2 years in the equity research department at a Canadian broker-dealer covering the mining industry. Francois holds a BASc in Materials Science Engineering from the University of Toronto, a Masters of Finance from UofT’s Rotman School of Management, and is a CFA Charterholder.
Charles joined K2’s investment team in spring, 2017 and is currently a Portfolio Manager with a focus on risk arbitrage and convertible arbitrage strategies. Previously Charles was a Managing Director on the institutional equities desk at BM, where he focused on risk arbitrage trading. Prior to that role, Charles was an Executive Director at CIBC World Markets, including the institutional equities desk, where he was a senior trader in quantitative and programmatic trading. Charles is a CFA Charterholder with an Honours Bachelor of Commerce from McMaster University.
Erik joined K2 in February 2017. As a Portfolio Manager, Erik focuses on equity investments based on fundamental & relative value, along with seeking event driven and special situations opportunities. Prior to K2, Erik spent five years in Equity Research at investment banks in Toronto, most recently covering the precious metals industry. Erik is a CFA charterholder and completed his Bachelor of Commerce degree from Carleton University, majoring in Finance and Economics.