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About
Jarrett Wegener serves as Portfolio Manager at Anson Funds, where he is responsible for overseeing the Risk Arbitrage and SPAC portfolios within the firm’s multi-strategy hedge funds. Based in New York, NY, he leads key investment initiatives focused on alternative equity, special situations, and event-driven strategies, primarily targeting public equity and structured products such as Special Purpose Acquisition Companies (SPACs).
Wegener's career has included senior roles at BMO Capital Markets, where he progressed from Institutional Equity Sales to Director, expanding his expertise in equities, corporate actions, and risk management from 2010 to early 2021. At Anson Funds, he leverages over a decade of capital markets experience to generate returns with low correlation to broad market indices and to capitalize on cross-sector merger opportunities, SPACs, and arbitrage trades.
He holds an MBA from York University’s Schulich School of Business, which underpins his analytical and strategic investment capabilities. Wegener is recognized for his specialized focus in risk arbitrage and tactical allocation across sectors with strong fundamental attributes, contributing to Anson Funds’ reputation for stable performance in volatile markets.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Anson Funds | Portfolio Manager | Mar 2021 to Present | — |
| BMO Capital Markets | Director | May 2017 to Feb 2021 | — |
| BMO Capital Markets | Institutional Equity Sales | Feb 2010 to May 2017 | Relative Value Desk - Risk Arb / Event Driven / Special Situations |
| BMO Capital Markets | Research Associate | Jan 2008 to Jul 2010 | — |
| Credit Suisse Securities | Research Associate | Jan 2005 to Jan 2008 | — |
Education
York University - Schulich School of Business
MBA
2004 — 2005
Others at Anson Capital, Inc. (21)
| Name | Role | Location |
|---|---|---|
| Principal and Portfolio Manager | Toronto, ON , Canada | |
J Jay Lubinsky | Principal and Portfolio Manager | Toronto, ON , Canada |
| Investment Analyst | Toronto, ON , Canada | |
| Associate Portfolio Manager | Toronto, ON , Canada | |
M Mark Forman | Senior Analyst | Dallas, TX , United States |
| Analyst | New York, NY , United States | |
M Moez Kassam | Portfolio Manager | Toronto, ON , Canada |
| Associate Portfolio Manager | Toronto, ON , Canada | |
| Partner, Anson North Star | Canada | |
| Portfolio Manager | Toronto, ON , Canada |
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