04/11/2024
Hello, my name is Samuel Forbes.Holder of CFA and CMT charters, co-founder of the Trading Excellence Academy
Member of the Wall Street FinTech Club and Mensa International. Regularly featured as a guest on international media outlets such as CNN, BBC, CNBC, and The Wall Street Journal. Winner of the 2015 ABC University National Finance Challenge Finalist in the 2017 CFA Institute Research Challenge regional competition.
Education:
Master of Business Administration (MBA), Harvard Business School
Dean's List recipient
Courses include Microeconomics, Macroeconomics, Statistics
Work Experience:
Financial Analyst Intern
Goldman Sachs, New York City, NY
Joined Bridgewater Associates in June 2014, responsible for inflation-linked bonds, currency hedging, emerging market debt, global bonds, and "ultra-long duration bonds." Involved in pioneering "alpha and beta separation" investments and developed a strategy called "alpha stacking," involving "20 uncorrelated" investment portfolios, utilizing risk or return and combining them with cash or market benchmark investments. Now a leading trading strategy at Bridgewater Fund.
Holder of CFA and CMT charters, also co-founder of Trading Excellence Academy, a company that provides analysis and education for individual and professional investors. Provides trading plans and guidance for cryptocurrency contract investors to help them make money in the market. Currently, the Trading Excellence Academy is using a proprietary AI artificial intelligence system to change investor trading habits, with higher accuracy rates, as reported by multiple media outlets. This technology has received patent approval. Due to his expertise in financial strategy, he has been featured on Forbes.com, BBC Radio, Nasdaq.com, and CBS, among other media outlets. Samuel Forbes is also a member of the Wall Street FinTech Club and Mensa International. He is a frequent guest on international media outlets such as CNN, BBC, CNBC, and The Wall Street Journal.
