Paul Allard, CFA
Founding Partner
Paul brings over 25 years of investment management experience to KAI Asset Management, including the past 10 years leading the company and its affiliated private equity businesses. His extensive background spans both domestic and international markets, having served as a portfolio manager in Canada and abroad, fostering a global perspective and a diverse skill set.
Paul began his career in the late 1990s with one of Canada’s largest financial services firms, where he focused on learning the intricacies of asset management. In 2005, he expanded his expertise internationally, taking on portfolio management roles in Sydney, Australia. This experience culminated in his position as lead portfolio manager at Sandon Capital.
In 2010, Paul returned to Canada with his young family and joined a Canadian portfolio management firm as Senior Vice President and Portfolio Manager. His leadership was instrumental in enhancing the firm’s investment services and operational capabilities, contributing to its scalability and rapid growth. In 2015 Paul co-founded KAI Asset Management, leveraging his extensive experience to establish a firm dedicated to disciplined investment strategies and long-term growth.
Paul holds a Bachelor of Arts (History) from the University of Manitoba (1999) and earned the Chartered Financial Analyst (CFA) designation in 2005.
Robert MacKay, CFA
Founding Partner
Robert brings over 15 years of experience in corporate finance and investments, with the past decade leading KAI Asset Management and its affiliated private equity businesses. His hands-on expertise in financial analysis and private equity transactions is a key asset to the firm.
Early in his career, Robert quickly found his niche working with business owners, developing specialized expertise in investments, insurance, and financial analysis. He also built a strong reputation as a skilled liaison, bridging the communication gap between clients and their professional advisors. During his tenure providing financial advisory services, private clients increasingly sought his expertise in corporate finance, including asset valuations, joint venture structuring, and private capital raises.
Robert later joined a portfolio management firm, where his experience played a pivotal role in developing new investment products and marketing strategies, contributing to the firm’s asset growth. In 2015 Robert co-founded KAI Asset Management, bringing his expertise in corporate finance and investment strategy to establish a firm dedicated to personalized wealth management and private investments.
Robert holds a Bachelor of Commerce (Finance), Honours with Distinction, from the I.H. Asper School of Business at the University of Manitoba (2008) and earned the Chartered Financial Analyst (CFA) designation in 2013.
Damian Rocke, CFA
President & Portfolio Manager
Damian brings over 25 years of diverse experience in the investment industry to KAI Asset Management. His expertise spans strategic planning, financial analysis, and partnership development across a broad range of asset classes and investment strategies.
Damian began his career in the late 1990s, holding key roles in portfolio management, corporate development, and venture capital. His experience managing institutional and high-net-worth client assets has given him a deep understanding of financial markets and investment strategies.
During his tenure at Pavilion Advisory Group Ltd., Damian managed institutional and private client assets, implementing quantitative strategies and overseeing equity mandates, transition management, and risk management portfolios. As Vice President of Corporate Development at CB Williams Energy Group, he played a key role in structuring corporate and financing strategies, facilitating private placements, and establishing strategic partnerships in the energy sector. His previous experience also includes managing investment portfolios at Gendis Inc. and overseeing Canadian equity pools at Assante Asset Management.
Damian holds a Bachelor of Science from Cornell University (1997) and earned the Chartered Financial Analyst (CFA) designation in 2007.
Denis Bosc, CFA
Portfolio Manager
Denis brings five years of investment management experience to KAI Asset Management, playing a key role in developing tailored investment strategies and fostering client relationships built on trust and transparency.
Denis began his financial services career with KAI Asset Management in 2019, joining as an equity analyst and securities trader. His strong analytical skills and dedication quickly made him an integral part of the firm and its investment team. His experience includes conducting securities analysis and valuation across various asset classes, including private equity and private real estate. In addition to his work with the investment team, Denis supports the unique financial needs of individuals, families, and corporate clients, delivering customized investment strategies with a commitment to excellence.
Denis holds a Bachelor of Commerce (Honours) with a double major in Finance from the I.H. Asper School of Business at the University of Manitoba (2020). He earned the Chartered Financial Analyst (CFA) designation in 2023.