About Charlie
I work on quantitative investing strategies and tools at the intersection of finance, technology, and data science.
I began my career in investment banking at Rothschild & Co and Wells Fargo, working on transactions during a peak cycle for North American energy and infrastructure M&A. My experience includes Algonquin Power’s ~$2.4B acquisition of Empire District Electric and TransCanada’s $13B acquisition of Columbia Pipeline Group, alongside billions in equity financings.
I then moved into technology, working as a software engineer at Tulip Retail before transitioning into product management at RBC Ventures. I later joined the Canada Pension Plan Investment Board, where I worked in the Alpha Generation Lab on frontier quantitative strategies.
I believe financial markets systematically underprice narrative-driven regime shifts.
I’m the founder of ForecastOS Hivemind, where I develop systematic investment strategies and tools designed to capture narrative exposure from public discourse.
In my research, The Narrative Factor, I isolate narrative-driven signals that generate statistically significant excess returns with low correlation to traditional factors.
I hold a degree from Queen’s University Smith School of Business and am a CFA charterholder.
Outside of work, I was an internationally ranked alpine ski racer, achieving top-15 national rankings by age across slalom, GS, and downhill, and qualifying for the Canadian National Championships twice. I also completed a 4,447 km cross-Canada cycling expedition from Toronto to Vancouver, raising $30,000 for cancer research in memory of my friend Jonny Kellock.
You can contact me at [email protected]