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Our Team

A client focused and performance driven team

David Matheson, MBA, LLM, CFA

Principal, Co-Chief Investment Officer

David Matheson is a Principal and Co-Chief Investment Officer at RPIA alongside Peter Metcalfe. He leads the portfolio management team and is accountable for the firm’s investment grade strategies. Prior to being appointed as Co-CIO, David was the Head of Portfolio Management. David joined the firm at its foundation as a Portfolio Manager, coming from a leading Canadian investment bank where he was a published investment strategist.

David has been instrumental in building the business and the portfolios’ performance track record. David has been responsible for numerous product launches, including RPIA’s leading institutional offerings and our retail products (RP Strategic Income Plus Fund and RP Alternative Global Bond Fund). He also spearheaded the quantitative and systematic investing approach on the Portfolio Management team. He established the RPIA Social Committee and is a passionate member of the ESG and Allyship Committees, where he actively champions fostering a great culture and a positive impact on the community.

David is an active member of the community and cares deeply about volunteering and giving back. He has chaired Covenant House’s annual Champion’s Sleep Out fundraiser and has volunteered as a mentor and a sports supervisor at the Toronto Youth Homeless Shelter. He holds tremendous value for mentorship and volunteers as a mentor at his Toronto-based high school alma mater’s mentorship program.

David is a Chartered Financial Analyst and holds a Master of Business Administration (MBA) degree from the Schulich School of Business and a Master of Laws (LLM) degree from the University of Toronto.

David Matheson - headshot

Videos featuring David Matheson

Rebound and Recovery
November 2020 Market Update
November 2020

David Matheson & Liam O'Sullivan discuss the market updates from November 2020 and the outlook moving forward into the new year.


Video transcript available upon request



The information presented and discussed herein, including the content of audio and video recording, is for informational purposes only. It does not provide financial, legal, accounting, tax, investment or other advice, and should not be acted or relied upon in that regard without seeking the appropriate professional advice. The information is drawn from sources believed to be reliable, but the accuracy or completeness of the information is not guaranteed, nor in providing it does RP Investment Advisors LP (“RPIA”) assume any responsibility or liability whatsoever. The information provided may be subject to change and RPIA does not undertake any obligation to communicate revisions or updates to the information presented. Unless otherwise stated, the source for all information is RPIA. The information presented does not form the basis of any offer or solicitation for the purchase or sale of securities. Products and services of RPIA are only available in jurisdictions where they may be lawfully offered and to investors who qualify under applicable regulation.

“Forward-Looking” statements are based on assumptions made by RPIA regarding its opinion and investment strategies in certain market conditions and are subject to a number of mitigating factors. Economic and market conditions may change, which may materially impact actual future events and as a result RPIA’s views, the success of RPIA’s intended strategies as well as its actual course of conduct.

RPIA managed funds and strategies carry the risk of financial loss. Performance is not guaranteed and past performance may not be repeated. Trade examples presented or discussed are for informational purposes only and does not necessarily reflect a trade or current holding in any particular RPIA strategy or fund. Target Returns represents RPIA’s annualized investment return objective for each applicable strategy or fund, does not imply actual future performance and may be revised at the discretion of RPIA and without prior notice.