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Mentor:
Marcus Erikson
Name: Marcus Erikson
Gender: Male
Age: 56
Nationality: United States
Location: Manhattan, New York City
Occupation: Senior investment consultant in the financial industry
Education:
•Undergraduate: Wharton School of the University of Pennsylvania, Bachelor of Finance (1992)
Master: Harvard Business School, Master of Business Administration (1996)
Personal Background
Marcus Erikson was born in a middle-class family in Boston, USA. His father is a lawyer and his mother is an accountant. He showed a sensitivity to numbers and interest in business since he was a child. In high school, he participated in the school's simulated investment competition, tried stock trading for the first time and won the first place in the school, which made him determined to enter the financial industry in the future.
Career Experience
1. Goldman Sachs - Investment Analyst (1996-2001)
•Responsibilities:
o Engage in research and analysis of stock markets and derivatives in Goldman Sachs' Global Asset Management Department.
o Provided portfolio optimization advice to high net worth clients and assisted in completing a number of important transactions.
o Participated in several IPO projects and accumulated rich experience in capital market operations.
Achievements:
o As a core member of the team, helped clients achieve an annualized return of more than 20%.
o Was named the department's "Most Promising Analyst" of the year.
2. J.P. Morgan - Senior Investment Manager (2002-2010)
Responsibilities:
o Responsible for managing a portfolio of more than $5 billion, mainly focusing on fixed income, stocks and alternative investments.
o Develop and implement long-term investment strategies, focusing on risk hedging and cross-market arbitrage opportunities.
o Regularly communicate with clients to analyze market trends and investment opportunities.
Achievements:
o During the global financial crisis, through accurate market forecasting and risk management, a large number of client asset losses were successfully avoided.
o Led the team to achieve returns above the market average for five consecutive years.
3. BlackRock - Portfolio Director (2011-2020)
•Responsibilities:
o Lead the team to design diversified asset allocation solutions for high net worth clients and institutional investors.
o Develop quantitative investment models based on artificial intelligence to improve the efficiency of investment decision-making.
o Responsible for cooperation with multinational companies and sovereign wealth funds to expand the business scope.
Achievements:
o Managed one of the company's largest pension projects and helped achieve stable returns.
o Proposed and implemented the investment strategy of the Global Environmental Fund, attracting more than US$1.5 billion in capital inflows.
4. BLUEROCK HORIZON ASSET MANAGEMENT LTD
Independent Investment Advisor (2021-Present)
•Responsibilities:
o Established his own consulting company, focusing on providing investment advice for stocks, funds and high net worth individuals.
o Provided private wealth management services, including tax planning, retirement asset allocation and real estate investment.
o Organized financial seminars to share his investment philosophy and market insights.
Achievements
o In just two years, the company has managed assets of more than US$1 billion. The current asset size has reached US$5 billion.
o Become a frequent guest of financial media, frequently publish market views on platforms such as CNBC and Bloomberg.
Investment philosophy
Marcus Erikson believes that "long-term vision and diversified investment are the key to success". He emphasizes the importance of risk management and believes that market volatility is a friend rather than an enemy of investors. He is particularly good at using data analysis and quantitative tools to identify potential opportunities while maintaining a sound asset allocation strategy.
Skills and expertise
Financial instruments: Proficient in stocks, bonds, ETFs, options, private equity and hedge funds.
Data analysis: Proficient in using tools such as Python, R, Tableau for quantitative analysis.
Language: English (native), Spanish (proficient), French.
Soft skills: Excellent customer communication, presentation and crisis management skills.
Hobbies and interests
Love marathons and has completed multiple New York and Boston marathons.
Love marathons and has completed multiple New York and Boston marathons.
• In his spare time, he likes to study history, especially topics related to the development of the global financial system.
Passionate about charity and regularly provides support for financial education projects and disadvantaged groups in society.
Future Plans
Marcus Erikson plans to further expand his personal brand and the global strategic development of BLUEROCK HORIZON ASSET MANAGEMENT LTD in the future, write a book about his experience and market observations in the financial industry, and share his expertise through more media channels. He also hopes to devote more time to cultivating the younger generation of investors and contribute to the sustainable development of the financial industry.
Assistant Instructor:
Ronan O’Shea
Name: Ronan O’Shea
Gender: Male
Age: 42
Nationality: Irish,United States
Location: Dublin, Ireland
Occupation: Financial Analyst, Head of European Business Development at BLUEROCK HORIZON ASSET MANAGEMENT LTD
Education:
Undergraduate: Trinity College Dublin, Bachelor of Economics and Finance (2006)
Master: London School of Economics and Political Science (LSE), Master of Finance (2010)
Personal Background
Ronan O’Shea was born in an ordinary family in County Cork, Ireland. His father is a bank clerk and his mother is a primary school teacher. He showed a strong interest in numbers and international affairs since he was a child, which made him determined to join the financial industry in high school. After completing his undergraduate studies at Trinity College Dublin, he went to the London School of Economics and Political Science for further studies and graduated with honors.
Ronan O’Shea met Marcus Erikson at an international financial forum. At that time, his professional performance attracted the attention of Marcus Erikson, and the two subsequently established close ties in the professional field. Inspired by Marcus Erikson's investment philosophy, Ronan O'Shea became an important partner of BLUEROCK HORIZON ASSET MANAGEMENT LTD, committed to expanding the company's business into the European market.
Career Experience
1. Citi Bank Ireland - Junior Analyst (2010-2013)
•Responsibilities:
o Research the European bond market and write detailed market trend analysis reports.
o Provide investment advice for fixed income products to clients.
Achievements:
o Developed a set of bond risk analysis tools, which significantly improved client investment returns.
2. J.P. Morgan London - Senior Financial Analyst (2013-2018)
Responsibilities:
o Participate in due diligence and financial model construction for European M&A projects.
o Manage cross-border investment projects worth more than 1 billion euros.
Achievements:
o Played a core analyst role in the team and promoted the successful implementation of multiple high-profit projects.
o Was named "Analyst of the Year" in 2016.
3. BlackRock Ireland Branch - Investment Manager (2018-2022)
•Responsibilities:
o Lead the team to study investment opportunities in the European green finance market.
o Provide diversified asset allocation solutions for sovereign wealth funds.
Achievements:
o Designed a quantitative investment strategy focusing on the European renewable energy sector, attracting more than 500 million euros of funds.
o Successfully helped clients achieve an average annualized return of 12%.
4. BLUEROCK HORIZON ASSET MANAGEMENT LTD - Head of European Business Development (2022 to present)
•Responsibilities:
o Assist Marcus Erikson to expand BLUEROCK HORIZON ASSET MANAGEMENT LTD's business footprint to the European market.
o Lead the establishment and operation of the Dublin office and expand the business network in Ireland, the United Kingdom, France and Germany.
o Participate in negotiations with high-net-worth clients and institutional investors to promote the company's investment strategies and products.
Achievements
o Successfully expanded more than 15 European high-net-worth clients within one year, with total assets under management exceeding 1 billion euros.
o Led the establishment of the company's first European sustainable investment fund, focusing on investing in green technology companies.
Professional skills
Investment analysis: Proficient in stocks, bonds, ETFs and alternative investment strategies in the European market.
International business development: Good at cross-border negotiations and establishing cross-cultural partnerships.
Language skills: English (native), French (fluent), German (basic).
Technical skills: Proficient in Bloomberg, FactSet, Python and Excel modeling tools.
Collaboration with Marcus Erikson
Ronan O’Shea was deeply influenced by Marcus Erikson in his career. He admired Marcus Erikson's investment philosophy of "long-term vision and risk management" and incorporated this philosophy into his own practice. His original intention of joining BLUEROCK HORIZON ASSET MANAGEMENT LTD was to help the company establish a solid business foundation in the European market, while learning and inheriting Marcus Erikson's strategic thinking.
Ronan O'Shea often discusses global market trends and investment strategies with Marcus Erikson, and is the core representative of BLUEROCK HORIZON ASSET MANAGEMENT LTD in the European market. His professional background and resource network make him an important bridge for the company's expansion in Europe.
Hobbies
Golf: Regularly participates in golf events in the Irish financial industry and has won many awards in the competition.
Travel: Keen to explore the culture and market opportunities of different European countries.
Charity activities: Pay attention to youth career development issues and provide career planning lectures and internship opportunities for Irish college students.
Contribution to BLUEROCK HORIZON ASSET MANAGEMENT LTD
1. Business development: Ronan O'Shea opened the door to the European market for BLUEROCK HORIZON ASSET MANAGEMENT LTD and helped the company establish a multi-level customer network.
2. Product innovation: His expertise in green finance has provided important support for the company to launch innovative investment products.
3. Brand building: Ronan O’Shea actively participates in high-end conferences and events in the European financial industry, and vigorously promotes the brand of BLUEROCK HORIZON ASSET MANAGEMENT LTD.
Future planning
Ronan O’Shea plans to help BLUEROCK HORIZON ASSET MANAGEMENT LTD become a leading company in the European asset management market in the next three years. His goal is to promote the company to issue more funds focused on green finance and technological innovation in Europe, while enhancing the global influence of BLUEROCK HORIZON ASSET MANAGEMENT LTD through cross-border cooperation.
He hopes that he will not only be the head of the company's business, but also a core member of the company to promote the long-term development of BLUEROCK HORIZON ASSET MANAGEMENT LTD.
Educational Guide:
Sarah Bennett
Name: Sarah Bennett
Gender: Female
Age: 35
Nationality: United States
Location: Manhattan, New York City
Occupation: Assistant to the Founder and Senior Project Manager of BLUEROCK HORIZON ASSET MANAGEMENT LTD
Education:
Undergraduate: Columbia University, double degree in economics and psychology (2010)
Master: University of Chicago Booth School of Business, Master of Business Administration (MBA), specializing in finance and strategic management (2015)
Personal Background
Sarah Bennett was born into an educational family in San Jose, California. Her father is a university professor and her mother is a psychologist. She has shown great talent for analytical thinking and interpersonal communication since she was a child. During college, she was exposed to the financial industry through internships and quickly developed a strong interest in investment management. Her love for data analysis and teamwork has made her career development path fast and steady.
Career Experience
1. Morgan Stanley - Junior Analyst (2010-2012)
•Responsibilities:
o Participate in data analysis of corporate M&A projects and study the financial status and market prospects of target companies.
o Assist the team to complete client presentations and strategic consulting reports.
Achievements:
o Rapidly promoted to senior analyst within two years and participated in multiple cross-border M&A projects.
2. Citigroup - Project Manager (2012-2015)
Responsibilities:
o Responsible for the design of asset allocation plans for the company's clients and provide customized investment advice.
o Led a cross-departmental team and completed multiple projects worth more than US$100 million.
Achievements:
o Developed a new customer relationship management system to improve team efficiency.
3. BLUEROCK HORIZON ASSET MANAGEMENT LTD - Founder Assistant and Senior Project Manager (2021-Present)
•Responsibilities:
o Directly assist the company's founder Marcus Erikson in daily affairs management, including scheduling, meeting preparation and decision support.
o Responsible for consulting services for high net worth clients, and participated in the planning and execution of multiple complex investment projects.
o Supervise cross-departmental cooperation within and outside the company to ensure the efficient completion of business goals.
Achievements:
o Promoted the company's business digital transformation project, reducing customer service response time by 40%.
o Assisted the founder in completing several important public speeches, enhancing the company's brand awareness and influence.
o Successfully attracted more than US$500 million in new capital inflows within two years after the company was founded.
Professional skills
Project management: Proficient in project planning, risk management and resource coordination, and obtained PMP certification.
Financial analysis: Proficient in using Excel, Python, Tableau for data modeling and quantitative analysis.
Language skills: English (native), French (fluent), basic Spanish conversation ability.
Presentation and communication: Able to clearly express complex financial concepts and communicate efficiently with various customers and teams.
Work style
Sarah Bennett Sarah Bennett is known for her clarity, meticulousness and high sense of responsibility. She is good at handling multiple tasks and complex projects while paying attention to every detail. Her decision-making style is a combination of data-driven and insightful, which makes her deeply trusted by the team at work.
Hobbies
Reading: She is keen on reading business and psychology books, especially behavioral economics and organizational management.
Sports: She likes running and Pilates, and believes that sports can help improve concentration and productivity.
Charity activities: She actively participates in organizations related to women's career development and regularly provides career development guidance to young women.
Contribution and value to the company
Support founder: Sarah Bennett is Marcus Erikson's right-hand man and plays a key role in the company's strategic development, especially in business development and talent introduction.
Promote cultural construction: She has enhanced the cohesion within the company by organizing team building activities and employee incentive programs.
Customer relationship management: Her relationship management ability with customers has significantly improved the company's customer retention and satisfaction.
Future Plans
Sarah Bennett plans to continue to work in the financial industry in the next few years to help BLUEROCK HORIZON ASSET MANAGEMENT LTD further expand its global influence. She hopes that her role within the company will not be limited to supporting the founders, but will be able to participate more deeply in the company's strategic planning. In addition, she intends to publish a book about the development of women in the financial industry to inspire more women to pursue career success.
