Who We Are

 

We’re different from traditional industry players.

 

KPI is a diverse, highly skilled, entrepreneurial group of individuals driven by  a vision to deliver wealth creation through an alternative approach to alternative investments.

 

Together, we stand for the accessibility and opportunities of modern markets. For the levelled playing field. For the un-Wall St. For a consistent, repeatable investment process that yields consistent, repeatable results. For embracing risk. For passion. For doing what we love.

 

A boutique now, and forever, we retain a deep vested interest in the success of our clients.   What’s good for you is good for us.

 

Disciplined and methodical in our investment process, but don’t take ourselves too seriously.  Focused on the big picture, but keen to enjoy the journey. Avoid jargon and scorn bureaucracy. Instead, we simply tell it like it is.

Our People

David Vassallo

Chief Investment Officer

 

One of Asia-Pacific’s leading price analysts with nearly 40 years’ market experience. Formerly Head of Technical Analysis at JB Were & Son (Goldman Sachs JB Were) and twice voted No.2 Technical Analyst in Australia.

Shaun Measday   B.Eng (Hons I), Dip Eng Prac

Chief Executive Officer

 

Former Managing Director of the world’s leading health and fitness chain, Fitness First. Outstanding sales and communication skills derived from a fruitful career in sales management and business administration.

Pete Percy  BCom, LLB, Dip Fin Svc

Executive Director

 

Highly experienced technical trader and the backbone of our business development for more than a decade. Over 14 years’ investment management experience and Australian Financial Services Licence Responsible Manager.

Dan Rowan  BA, LLB, Dip Fin Svc

Non-Executive Director

 

Over 12 years’ experience as a trader, risk and portfolio manager, including three years with one of Australia’s largest institutional fund managers (apx A$80B FUM).

Ken Mandeville

Chief Distribution Officer - North America

 

Our Toronto-based CDO brings an impressive capital-raising track record through multinational Strategic Global Partners Inc and deal experience into the billions. Brings a global network of High-Net-Worth, Fund of Funds, and Family Office contacts.

 

What's in a Name?

 

The letters ‘KPI’ mean much more to us than “Key Performance Indicator”. KPI began in 2005 as a prop trading firm known as KP Investments. KP was Keith Percy, a successful private investor with a reputation for speaking from the heart and calling a spade a spade. With the core management team from 2005 still in place, we proudly continue KP’s legacy.

Copyright © 2017   |  All Rights Reserved   |  KPI Capital Markets Pty Ltd

KPI Capital Markets Pty Ltd is Corporate Authorised Representative no. 448 040 of  AFSL no. 411 841

KPI Capital Markets Pty Ltd General Advice Disclaimer: Investing involves risk of loss. Please be advised that any advice provided by KPI Capital Capital Markets Pty Ltd is general financial product advice only. Your personal financial circumstances have not been considered in its preparation. Please consult your licensed financial advisor to decide if our products are suitable for your personal financial situation.