Keystone Venture Trust Inc

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Chadwick Ellison

Name: Chadwick Ellison
Age: 54
Nationality: Canadian
Current Roles:
- Chief Executive Officer & Chief Macro Strategist, Keystone Venture Trust Ltd (London, UK)
- Chief Executive Officer, Keystone Venture Trust Inc. (Colorado, USA)
Professional Experience: 23+ years

Education

1989–1993 — New York University, College of Arts & Science
B.A. in Economics, with honors. Concentration in Macroeconomics and International Finance.
1995–1997 — NYU Stern School of Business
MBA in Finance. Focus on asset pricing, derivatives, and global capital flows.
1998–2002 — NYU Stern School of Business
Ph.D. in Finance. Dissertation on “Global Commodity Cycles and Sovereign Capital Flows”, cited by multiple institutions and research houses.

Career Experience

1993–1995 — Rodney Securities, New York — Junior Research Associate
- Conducted macroeconomic and market data analysis on North America and emerging markets.
- Assisted in drafting strategy notes for institutional clients.
1995–1998 — Rodney Securities — Equity & Derivatives Research Analyst
- Covered U.S. growth stocks and commodity-linked companies while completing graduate studies.
- Helped design fundamental and quantitative screening frameworks.
1998–2008 — Rodney Securities — Senior Strategist / Head of North America Strategy
- Focused on liquidity cycles, rate cycles, and cross-asset valuation.
- Led multi-asset allocation mandates and built his integrated “macro + fundamentals” investment framework.
2008–2014 — Toronto Stock Exchange (TSX) — Senior Market Researcher
- Invited back to Canada after the global financial crisis.
- Led structural research on Canadian equities, commodity and energy sectors.
- Contributed to several official publications on market stability and resource equities.
2014–2021 — Toronto Stock Exchange (TSX) — Director of Research & Chief Market Strategist
- Managed the research department serving global institutions.
- Developed index optimization, resource allocation, and hedging solutions for pension funds and asset managers.
2022–Present — Keystone Venture Trust Ltd, London — Chief Executive Officer & Chief Macro Strategist
- Oversees global asset allocation, macro and quantitative research, and group-wide risk framework.
- Leads the development of proprietary factor models across equities, fixed income, commodities, and alternatives.
2025–Present — Keystone Venture Trust Inc., Colorado — Chief Executive Officer
- Responsible for North American macro research, private equity and multi-asset strategy design.
- Co-manages several private funds and cross-border mandates for institutional and high-net-worth clients.

Credentials & Expertise

CFA charterholder.
Authored numerous reports on macro cycles, resource equities, and cross-asset allocation adopted by major North American financial institutions.
Widely referred to as “The Luminary of Financial Wisdom” for his work in growth stock selection, contrarian positioning, and disciplined risk management.
Deep expertise in:
- Exponential Moving Averages (EMA)
- Bollinger Bands
- Price–Volume analysis
- Contrarian trading theory
- Relative Strength Index (RSI)

He combines rigorous academic training, multi-market experience in New York, Toronto, London, and Colorado, and a strong record in both public markets and private capital, making him a highly respected voice in global macro and portfolio strategy.

Education 1989–1993 – New York University, College of Arts & Science B.A. in Economics, with honors. Concentration in Macroeconomics and International Finance. 1995–1997 – NYU Stern School of Business MBA in Finance. Focus on asset pricing, derivatives, and global capital flows. 1998–2002 – NYU Stern School of Business Ph.D. in Finance. Dissertation on “Global Commodity Cycles and Sovereign Capital Flows”, cited by multiple institutions and research houses. Career Experience 1993–1995 – Rodney Securities, New York Junior Research Associate Conducted macroeconomic and market data analysis on North America and emerging markets. Assisted in drafting strategy notes for institutional clients. 1995–1998 – Rodney Securities Equity & Derivatives Research Analyst Covered U.S. growth stocks and commodity-linked companies while completing graduate studies. Helped design fundamental and quantitative screening frameworks. 1998–2008 – Rodney Securities Senior Strategist / Head of North America Strategy Focused on liquidity cycles, rate cycles, and cross-asset valuation. Led multi-asset allocation mandates and built his integrated “macro + fundamentals” investment framework. 2008–2014 – Toronto Stock Exchange (TSX) Senior Market Researcher Invited back to Canada after the global financial crisis. Led structural research on Canadian equities, commodity and energy sectors. Contributed to several official publications on market stability and resource equities. 2014–2021 – Toronto Stock Exchange (TSX) Director of Research & Chief Market Strategist Managed the research department serving global institutions. Developed index optimization, resource allocation, and hedging solutions for pension funds and asset managers. 2022–Present – Keystone Venture Trust Ltd, London Chief Executive Officer & Chief Macro Strategist Oversees global asset allocation, macro and quantitative research, and group-wide risk framework. Leads the development of proprietary factor models across equities, fixed income, commodities, and alternatives. 2025–Present – Keystone Venture Trust Inc., Colorado Chief Strategy Advisor Responsible for North American macro research, private equity and multi-asset strategy design. Co-manages several private funds and cross-border mandates for institutional and high-net-worth clients. Credentials & Expertise CFA charterholder. Authored numerous reports on macro cycles, resource equities, and cross-asset allocation adopted by major North American financial institutions. Widely referred to as “The Luminary of Financial Wisdom” for his work in growth stock selection, contrarian positioning, and disciplined risk management. Deep expertise in: Exponential Moving Averages (EMA) Bollinger Bands Price–Volume analysis Contrarian trading theory Relative Strength Index (RSI) He combines rigorous academic training, multi-market experience in New York, Toronto, London, and Colorado, and a strong record in both public markets and private capital, making him a highly respected voice in global macro and portfolio strategy.