Managing Partners
The managing partners of Caravel Capital Investments Inc. have nearly 30 years experience in alternative investments.
Founding Partner
- Over 20 years of experience in the investment industry.
- Strategic focus on merger arbitrage, special situations and market neutral strategies.
- 2013 – 2016 Co-Founder, Portfolio Manager, and CCO of HGC Investment Management.
- 2009 – 2013 CEO Radiant Investment Management Ltd, Portfolio Manager.
- 2002 – 2009 Vice President, K2 & Associates Investment Management.
- Graduated from the University of Western Ontario with an Honours BA in Economics.
- Designations: Certified Investment Management, Investment Management Techniques, Portfolio Management Techniques, CSC, CPH.
Managing Partner
- Joined Caravel in April 2019 after completing his Master’s in Applied Data Science. Strategic focus on merger and convertible arbitrage, quantitative analysis, derivatives, and special situations.
- 2019: MSc, Business Analytics, Ivey Business School, Western University. Magna Cum Laude.
- 2018: BA, Honors Business Administration, Ivey Business School, Western University. Magna Cum Laude.
- 2016-2018: Analyst Positions at Brookfield Asset Management and TMX Group Inc.
- Former NCAA Division 1 and OHL Hockey Player.
Director Of Finance
- Over 25 years of experience as a CPA, with expertise in financial management and strategic oversight.
- Holds a Commerce degree from the University of British Columbia.
- Extensive background spanning construction, real estate development, manufacturing, and banking, offering a comprehensive perspective on financial operations across sectors.
- Key Team Member at Caravel Capital: Joined Caravel in January 2019 and has been instrumental in ensuring accounting compliance, overseeing monthly NAV calculations, and managing seamless year-end audits. Recognized for a meticulous approach to financial accuracy and regulatory adherence, contributing to the firm’s continued growth and success.
Investor Relations
- Over 14 years of success in sales, with a strong track record of building and maintaining client relationships.
- Manages relationships with current and prospective investors, providing timely updates on fund performance, strategic direction, and market trends.
- Serves as the primary liaison for investors, addressing inquiries, managing expectations, and fostering transparency and trust.
- Key Team Member at Caravel Capital: Joined Caravel Capital in December 2024, specializing in investor relations and client engagement.