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Charlie Reese

Charlie is the Founder and CEO of ForecastOS. Previously, he was a quant investor at CPPIB, an investment banker at Wells Fargo and Rothschild, and a software engineer and product lead.

Tailoring Investment Strategies With InvestOS

"With our software, tools, and expertise, this exercise could be repeated to tailor any institutional investment strategy to any unique client mandate or market demand." In this article, we are going to showcase using InvestOS to tailor an existing investment strategy to a hypothetical investment mandate with specific factor, thematic,

Build an AI-Powered Investment Strategy with ForecastOS: Live Demo

In the below ~13 minute video, we build and backtest an ML-powered market and factor neutral quantitative investment strategy using: * ForecastOS FeatureHub (paid) * ForecastOS open-source (free) * InvestOS open-source (free) It's fast, performant, and easy to customize / extend; what used to take an entire team a full year now takes minutes!

What Is Your Dataset Worth?

Institutional investors want to use your data to train AI to beat the market. Naturally, you want to know: how much is your dataset worth? To decide what your dataset is worth to a quantitative investor, let's consider what the dataset will be used for: investing. The inputs to a

Months of Hard Work. Three Updates

Welcome to Weekly Roundup #19 at ForecastOS! We're glad to have you here, following our journey :) We've been quiet for the last three months, hard at work on: 1. A ML-driven, market neutral quant investment strategy 2. Our open-source portfolio optimization and backtesting framework, InvestOS 3. A fundamental financial dataset

Creating ForecastOS with Delphia

Why did Delphia create and spin-out ForecastOS Inc.? As the founder of ForecastOS Inc., and a former entrepreneur in residence at Delphia, I get asked this question at a lot. Below is my attempt to answer how and why this all came to be. In the world of multi-manager hedge

The Fundamental Law of Startup Success

Welcome to Weekly Roundup #18 at ForecastOS! We're glad to have you here, following our journey :) Over the past week, I've thought a lot about startup characteristics like: * vision, * product-market fit, * execution / quality of work completed, * iteration speed, and how these characteristics contribute to a startup's likelihood of success. When

Another Step In the Right Direction

Welcome to Weekly Roundup #17 at ForecastOS! We're glad to have you here, following our journey :) The Process: Hard, Intentional Work, Over Time I've always admired anyone who dedicates a substantial portion of their life to becoming the best at what they do; like Jeff Bezos and Amazon, Michael Jordan

New ForecastOS.com Landing Page

Welcome to Weekly Roundup #16 at ForecastOS! We're glad to have you here, following our journey :) New Landing Page We've heard similar sentiment from many of you: our former landing page was confusing. We hear you, we agree, and we've fixed it (we think). Check it out and let us

Developing a Quant Strategy (Part 1)

Welcome to Weekly Roundup #15 at ForecastOS! We're glad to have you here, following our journey :) Building Our Quant Strategy: Week 1 Several days have elapsed since we started building our out-of-the-box quant investment strategy. While this has been progressing as expected, we've been reminded of the following dynamics regarding

The ForecastOS Super Six: What We Believe

Welcome to Weekly Roundup #14 at ForecastOS! We're glad to have you here, following our journey :) This week we: * Released a landing page for our paper portfolio functionality; you can use it to run a third-party validated backtest out of sample * Started building ForecastOS Maverick, our out-of-the-box quantitative investment strategy