Ken O'Kennedy, Cfa Email & Phone Number

Seasoned Investment Executive with over 20 year experience in North American Equities, Fixed Income and Real Estate. At Dixon Mitchell Ken and his team have won multiple A+ awards from Fundata Canada Inc (2014, 2018, 2020, 2021, 2022 & 2023) and in 2015 Ken was a finalist for Morningstar Canada's Breakout Fund Manager of the Year. Ken has a keen interest in investment process, decision making and behavioural finance. North American Equities/Fixed Income - Current - Chief Investment Officer at investment management boutique http://www.dixonmitchell.com/, managing approximately $6 billion in AUM. Responsible for US Equity Portfolio, Total Equity Portfolio, and Lead Manager for VPI Canadian Balanced Pool, a top performing Canadian mutual fund. https://www2.valuepartnersinvestments.ca/investment-options  - Previous experience as an Analyst at a value based investment boutique and Portfolio Manager for HSBC Global Asset Management.  Real Estate  - M&A - sourcing, due diligence, completing acquisitions on an advisory basis for major Canadian and US pension funds  - Asset Management - implementing leasing plans, property improvement plans and overseeing property management on acquired properties on behalf of pension fund clients

Listed skills include Equities, Investment Strategies, Investment Advisory, Asset Allocation, and 13 others.