Carl Robert Ph.d., Cfa, Frm

Carl Robert, Ph.D., CFA, FRM has a diverse and extensive work experience in the field of finance. Carl is currently the Managing Director of Dynamic Asset Allocation and Currency Management at PSP Investments, a position they have held since 2019. Before this, they held the role of Managing Director of Total Fund Investments at the same company from 2021 to 2023, and Vice President of Total Fund Investments from 2019 to 2021.

In addition to their work at PSP Investments, Carl has also held various leadership roles at CFA Montreal. Carl served as the Past President from 2021, President from 2019 to 2021, and a Member of the Board of Directors since 2013. Carl was also involved in chairing and being a member of several committees.

At CFA Societies Canada, Carl is currently a Member of the Board of Directors, starting from 2021.

Earlier in their career, Carl worked at Intact Investment Management Inc. as the Director and Portfolio Manager of Asset Allocation from 2015 to 2019. Carl also held the position of Director of Asset Allocation from 2013 to 2014 at the same company.

Before joining Intact Investment Management Inc., Carl served on the board of directors and scientific committee at Institut de finance mathématique de Montréal from 2007 to 2014.

In the role of Vice-President and Co-Chief Investment Officer, Carl worked at Sigma Alpha Capital Inc. from 2012 to 2013.

Prior to that, they worked at Caisse de dépôt et placement du Québec as a Director from 2010 to 2012, Portfolio Manager from 2007 to 2010, and Investment Analyst from 2005 to 2006.

Carl's early career experience includes working as the Chief Quantitative Analyst at Santa Barbara Quantitative Strategies from 2002 to 2005.

Overall, Carl Robert's work experience spans various leadership, management, and analytical roles in the finance industry, demonstrating their expertise and knowledge in the field.

Carl Robert, Ph.D., CFA, FRM, began their education by earning a Bachelor of Science (B.Sc.) degree in Physics from Université Laval, which they pursued from 1990 to 1993. Carl then continued their studies at the same institution and obtained a Master of Science (M.Sc.) degree in Physics, completing this program from 1994 to 1995.

In pursuit of further academic success, Carl pursued a Ph.D. in Physics at the University of Maryland from 1995 to 1999. Following this, they engaged in postdoctoral studies at UC Santa Barbara, focusing on Physics, for the period of 1999 to 2001.

In addition to their formal education, Carl Robert has obtained several certifications. In 2007, they acquired the Financial Risk Manager (FRM) designation from the Global Association of Risk Professionals (GARP). Subsequently, they earned the Chartered Financial Analyst (CFA) certification from the CFA Institute in 2010. More recently, in 2021, they completed the course "Artificial Intelligence: Implications for Business Strategy" offered by the MIT Sloan School of Management.

Lastly, in 2021 and 2022, they obtained two additional certifications: the "Indigenous Canada" program from Coursera and the "CFA Institute Certificate in ESG Investing" from the CFA Institute.