Carl Robert, Ph.D., CFA, FRM, is Managing Director, Dynamic Asset Allocation and Currency Management within the CIO group at PSP Investments (more than $240B AUM). In his role, Carl leads the rebalancing of the fund, manages its Dynamic Asset Allocation, Total Fund Currency Management, the Quantitative Research, and leads the team advising the Total Fund Management Committee of the firm.



Prior to joining PSP, Carl was Director and Portfolio Manager, Asset Allocation, at Intact Investment Management. He was leading the Asset Allocation team, managing different active and passive portfolios in equity and fixed income, and built and managed an external managers program (Private debt, Infrastructure).



Carl has more than 20 years of experience in the capital markets working for institutional asset management firms (e.g., PSP, CDPQ) and hedge funds in Canada and the United States. He is combining a background in physics (Ph.D. University of Maryland, M.Sc., and B.Sc. Laval University), experience as a postdoctoral researcher and lecturer (University of California Santa Barbara, and Reims University) as well as training in finance (Financial Risk Manager 2007, he is a CFA Charterholder since 2010 and volunteers at CFA Montreal since 2011.).



Carl has been on the board of CFA Montreal since 2013 and was its President (2019-2021). He currently is the Honorary President of the association. His main tasks are:

1. Representing CFA Montreal:
   
   a. On the board and executive committee of CFA Societies Canada
   
   b. On an advising committee with École de technologie supérieure (ÉTS)
2. Member of the Strategic planning committee
3. Chair of the committee: Forum on Innovation in Finance