Charles Ko
Partner, COO at Dasein Capital- Claim this Profile
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Bio
Christopher Harrison
Charlie is an excellent technical sales person who uses his decades of experience in the data/tech business to simplified complicated concepts. He works very well with his colleagues and has great leadership qualities. If you are looking for a brilliant technical mind that has no ego Charlie is the player you are looking to work with.
Aoife Manley
Charlie and I worked together at SlyceData, a deeply technical early stage startup in the financial data space. We lived the startup rollercoaster experience together, as core members of a small management team - collaborating on every essential activity under the sun, from product strategy, to building the sales process, creating the company's website and materials, pitching investors, producing technical demos for clients, developing financial projections, writing conference presentations, and everything inbetween. It was a true pleasure to work with Charlie. His deep industry experience brought unique customer insight to the business, and his analytical mind helped guide our strategic decisions. However, I learned the most from how Charlie personally conducts himself - Charlie leads with a quiet humility and deep respectfulness that draws out the best in those he works with. He is an extraordinary listener who can combines multiple ideas and strategies to obtain the best result - resulting in true teamwork, and not merely a deference to the loudest or most experienced voice in the room. He is a true advocate and supporter of those he works with, yet is not afraid to challenge existing ideas and assumptions. Charlie's authenticity is apparent to all those with whom he interacts, resulting in meaningful relationship building both inside and outside the organization. He strikes a unique balance between deep analytical thinking and strong interpersonal skills, and is an invaluable asset for any team.
Christopher Harrison
Charlie is an excellent technical sales person who uses his decades of experience in the data/tech business to simplified complicated concepts. He works very well with his colleagues and has great leadership qualities. If you are looking for a brilliant technical mind that has no ego Charlie is the player you are looking to work with.
Aoife Manley
Charlie and I worked together at SlyceData, a deeply technical early stage startup in the financial data space. We lived the startup rollercoaster experience together, as core members of a small management team - collaborating on every essential activity under the sun, from product strategy, to building the sales process, creating the company's website and materials, pitching investors, producing technical demos for clients, developing financial projections, writing conference presentations, and everything inbetween. It was a true pleasure to work with Charlie. His deep industry experience brought unique customer insight to the business, and his analytical mind helped guide our strategic decisions. However, I learned the most from how Charlie personally conducts himself - Charlie leads with a quiet humility and deep respectfulness that draws out the best in those he works with. He is an extraordinary listener who can combines multiple ideas and strategies to obtain the best result - resulting in true teamwork, and not merely a deference to the loudest or most experienced voice in the room. He is a true advocate and supporter of those he works with, yet is not afraid to challenge existing ideas and assumptions. Charlie's authenticity is apparent to all those with whom he interacts, resulting in meaningful relationship building both inside and outside the organization. He strikes a unique balance between deep analytical thinking and strong interpersonal skills, and is an invaluable asset for any team.
Christopher Harrison
Charlie is an excellent technical sales person who uses his decades of experience in the data/tech business to simplified complicated concepts. He works very well with his colleagues and has great leadership qualities. If you are looking for a brilliant technical mind that has no ego Charlie is the player you are looking to work with.
Aoife Manley
Charlie and I worked together at SlyceData, a deeply technical early stage startup in the financial data space. We lived the startup rollercoaster experience together, as core members of a small management team - collaborating on every essential activity under the sun, from product strategy, to building the sales process, creating the company's website and materials, pitching investors, producing technical demos for clients, developing financial projections, writing conference presentations, and everything inbetween. It was a true pleasure to work with Charlie. His deep industry experience brought unique customer insight to the business, and his analytical mind helped guide our strategic decisions. However, I learned the most from how Charlie personally conducts himself - Charlie leads with a quiet humility and deep respectfulness that draws out the best in those he works with. He is an extraordinary listener who can combines multiple ideas and strategies to obtain the best result - resulting in true teamwork, and not merely a deference to the loudest or most experienced voice in the room. He is a true advocate and supporter of those he works with, yet is not afraid to challenge existing ideas and assumptions. Charlie's authenticity is apparent to all those with whom he interacts, resulting in meaningful relationship building both inside and outside the organization. He strikes a unique balance between deep analytical thinking and strong interpersonal skills, and is an invaluable asset for any team.
Christopher Harrison
Charlie is an excellent technical sales person who uses his decades of experience in the data/tech business to simplified complicated concepts. He works very well with his colleagues and has great leadership qualities. If you are looking for a brilliant technical mind that has no ego Charlie is the player you are looking to work with.
Aoife Manley
Charlie and I worked together at SlyceData, a deeply technical early stage startup in the financial data space. We lived the startup rollercoaster experience together, as core members of a small management team - collaborating on every essential activity under the sun, from product strategy, to building the sales process, creating the company's website and materials, pitching investors, producing technical demos for clients, developing financial projections, writing conference presentations, and everything inbetween. It was a true pleasure to work with Charlie. His deep industry experience brought unique customer insight to the business, and his analytical mind helped guide our strategic decisions. However, I learned the most from how Charlie personally conducts himself - Charlie leads with a quiet humility and deep respectfulness that draws out the best in those he works with. He is an extraordinary listener who can combines multiple ideas and strategies to obtain the best result - resulting in true teamwork, and not merely a deference to the loudest or most experienced voice in the room. He is a true advocate and supporter of those he works with, yet is not afraid to challenge existing ideas and assumptions. Charlie's authenticity is apparent to all those with whom he interacts, resulting in meaningful relationship building both inside and outside the organization. He strikes a unique balance between deep analytical thinking and strong interpersonal skills, and is an invaluable asset for any team.
Credentials
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CFA
CFA InstituteJan, 2004- Nov, 2024
Experience
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Dasein Capital
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United States
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Venture Capital and Private Equity Principals
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1 - 100 Employee
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Partner, COO
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Jun 2022 - Present
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VeridianML
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United States
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Information Technology & Services
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Senior Vice President Business Development
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Nov 2022 - Present
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The Counseling and Advocacy Group
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Mental Health Care
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1 - 100 Employee
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Founder
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Jun 2020 - Present
The Counseling and Advocacy Group specializes in understanding the needs of adolescents and young adults with particular focus on anxiety, depression, school avoidance, family dynamics, and special education needs. We offer individual counseling, group sessions, and educational advocacy services. In providing holistic social and emotional support for adolescents, young adults, and families, our goal is not to inform clients whether their views, behaviors, and emotions are appropriate… Show more The Counseling and Advocacy Group specializes in understanding the needs of adolescents and young adults with particular focus on anxiety, depression, school avoidance, family dynamics, and special education needs. We offer individual counseling, group sessions, and educational advocacy services. In providing holistic social and emotional support for adolescents, young adults, and families, our goal is not to inform clients whether their views, behaviors, and emotions are appropriate. Rather, we are here to help our clients and families apply skills and mechanisms that help modify behaviors which are self identified as most important. Connect with us below... Show less The Counseling and Advocacy Group specializes in understanding the needs of adolescents and young adults with particular focus on anxiety, depression, school avoidance, family dynamics, and special education needs. We offer individual counseling, group sessions, and educational advocacy services. In providing holistic social and emotional support for adolescents, young adults, and families, our goal is not to inform clients whether their views, behaviors, and emotions are appropriate… Show more The Counseling and Advocacy Group specializes in understanding the needs of adolescents and young adults with particular focus on anxiety, depression, school avoidance, family dynamics, and special education needs. We offer individual counseling, group sessions, and educational advocacy services. In providing holistic social and emotional support for adolescents, young adults, and families, our goal is not to inform clients whether their views, behaviors, and emotions are appropriate. Rather, we are here to help our clients and families apply skills and mechanisms that help modify behaviors which are self identified as most important. Connect with us below... Show less
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SlyceData
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United States
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Financial Services
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1 - 100 Employee
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Chief Revenue Officer (CRO)
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May 2021 - Jun 2022
SlyceData accelerates the Investment Research process for Asset Managers, by making disparate financial data sources work seamlessly together. As Chief Revenue Officer, I coordinate our business development strategy and lead the applications consulting program for our clients. SlyceData accelerates the Investment Research process for Asset Managers, by making disparate financial data sources work seamlessly together. As Chief Revenue Officer, I coordinate our business development strategy and lead the applications consulting program for our clients.
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Elsen Inc.
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United States
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Software Development
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1 - 100 Employee
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Head of Applications Engineering and Consulting
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Jun 2020 - May 2021
Elsen is data management that has been completely rethought to provide stability, scale, and speed…all of it designed for the finance professional, regardless of workflow. Imagine data access requiring little to no prep-work, while delivering to any endpoint, including analytic tools whether proprietary, commercial, or open source. Elsen is data management that has been completely rethought to provide stability, scale, and speed…all of it designed for the finance professional, regardless of workflow. Imagine data access requiring little to no prep-work, while delivering to any endpoint, including analytic tools whether proprietary, commercial, or open source.
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Pallas Capital Advisors
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United States
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Financial Services
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1 - 100 Employee
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Chief Investment Officer
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2019 - Jun 2020
Design and development of investment portfolio workflow components, including alpha modeling, portfolio construction, multi-asset allocation and risk reporting. Research, author, and communicate investment strategy, tactical decision commentaries, and portfolio insights. Design and development of investment portfolio workflow components, including alpha modeling, portfolio construction, multi-asset allocation and risk reporting. Research, author, and communicate investment strategy, tactical decision commentaries, and portfolio insights.
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State Street
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United States
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Financial Services
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700 & Above Employee
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Vice President, Portfolio and Risk Research
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2017 - 2019
Macro risk management research. Modeling and implementation of multi-asset strategies. Alpha signal development. Sales, marketing, and client communications. Macro risk management research. Modeling and implementation of multi-asset strategies. Alpha signal development. Sales, marketing, and client communications.
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Invesco US
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United States
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Investment Management
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700 & Above Employee
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Portfolio Manager and Senior Research Analyst
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2012 - 2017
Investment management of domestic and global products, including traditional long-only, long-short, and alternatives. Quantitative research and data analytics targeting alpha and risk model development. Client interface and relationship management. Investment management of domestic and global products, including traditional long-only, long-short, and alternatives. Quantitative research and data analytics targeting alpha and risk model development. Client interface and relationship management.
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Batterymarch Financial Management
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Investment Management
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1 - 100 Employee
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Director, Senior Portfolio Manager
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2005 - 2012
Oversee research and investment management duties of the firm's domestic equities team. Coordinate alpha and risk model reconstruction. Architect and engineer the investment research platform. Interface with clients and management of key relationships.
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Portfolio Manager
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2003 - 2005
Investment management, investment research, quantitative modeling, data analytics, marketing and client communication.
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Quantitative Analyst
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2000 - 2003
Cross-functional responsibilities supporting portfolio management, research development, internal communication, and business development.
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The Hartford
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United States
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Financial Services
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700 & Above Employee
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Consultant, Business Insurance Group
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1999 - 2000
Business strategy and development within property and casualty business segments. Business strategy and development within property and casualty business segments.
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Emerging Markets Investors Corporation
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Arlington, VA
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Investment Analyst
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1998 - 1998
Investment intern covering telecommunication markets, designed and constructed valuation models of emerging companies Investment intern covering telecommunication markets, designed and constructed valuation models of emerging companies
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MathWorks
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United States
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Software Development
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700 & Above Employee
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Application Engineer
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1995 - 1997
Engineering consultant responsible for key client relationships throughout the automotive, aerospace, and defense industries.
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Technical Support Engineer
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1994 - 1995
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Education
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1990 - 1994
Massachusetts Institute of Technology
BSME, Mechanical Engineering -
1997 - 1999
Yale School of Management
MBA, Finance
Community
