Welcome

Hi All - I’m Max and Welcome to my Site. I’m a Business Analyst with a passion for Data Science and Investment Research. On here, you can find mini Research Articles covering these topics; feel free to reach out via LinkedIn if they pique your interest, you would like to collaborate, or if you have questions. Cheers :)

Download My Resume - PDF

Education

McGill University | Finance | 2019 - 2022

Experience

Choate Investment Advisors | Business Analyst | 2022 - Present

McGill University | T.A. - Adv. Bus. Stats | 2021 - 2022

IronHold Capital | Investment Analyst | 2020 - 2021

Download My Resume - DOCX

Current Projects

Replicating Ray Dalio’s Work: Ray Dalio is personal idol of mine because he is simultaneously an economist, data scientist, and narrator, but, above all else, he exemplifies the power of ‘first-principles’ thinking. He is able to synthesize centuries of history and data into logical, measurable, cause-and-effect relationships. I am currently attempting to build a system that forecasts major countries’ “Big” and “Debt” Cycles using Machine Learning (see Ray Dalio’s Principles for Dealing with With the Changing World Order and Principles for Navigating Big Debt Crises).

Insider Trading - Scraping SEC Form 4 Filings: Wrote code in R that scrapes the SEC Edgar site and all of its Form 4 filings. I am currently developing a trading strategy that incorporates this data.

If you are interested about these projects, would like to collaborate, or would like to request data I’ve gathered, please reach out via LinkedIn - thank you.