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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.

Hivemind Trends: April 6 to 13

Hivemind leverages advanced AI to process content from top media sources, identifying and analyzing tens of thousands of emerging trends. While Hivemind is typically available only to ForecastOS clients, we’re making this weekly research open to all readers for the next several weeks. -- Six noteworthy Hivemind trends from

Introducing the ForecastOS Hivemind Weekly Research Series: Open Access for a Limited Time

We’re excited to announce the start of a new research initiative: the ForecastOS Hivemind Weekly Series. Each week, we’ll publish key insights from the ForecastOS Hivemind dataset, highlighting the most noteworthy global themes and trends as they evolve in real time. Hivemind leverages advanced AI to process content

ForecastOS Welcomes Charlie Feng to Board of Directors

ForecastOS is pleased to announce the appointment of Charlie Feng to its Board of Directors, effective immediately. Mr. Feng brings extensive experience in technology and financial innovation to the board, having co-founded both Clearco (previously known as Clearbanc), a leading fintech platform (backed by Softbank and Emergence), and Agora (backed

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