SignalHub Quantitative Think Tank Center:Orson Merrick: A Journey Through Financial Expertise and Resilience

Name: Orson Merrick

Place of birth: Manhattan,SignalHub Quantitative Think Tank Center New York

Place of residence: London, UK

Graduate school: New York University Stern School of Business

Education: Master of International Finance

Position: Senior Partner and Investment Advisor 

Hobbies: reading, mountain climbing, swimming, golf

Character experience:

        In 1993, he graduated from The Chapin School in Manhattan, where he started his university education a year early with advanced courses. In 1994, he was admitted to Colombia University, where he studied economics, and then was admitted to New York University in 1998 for his graduate studies. He graduated magna cum laude with a master's degree in international finance from New York University's Stern School of Business.

        During his studies, Orson was mentored by professor Chris Logan, and learned about the history of Wall Street in the United States through his lectures and many informal conversations. Orson was very fond of the story of the rivalry between Alexander Hamilton, the first Secretary of the Treasury, and Thomas Jefferson, the third President of the United States. As a result, he learned about the history of stocks and markets and developed a strong interest in them.    During his college years, he studied macroeconomic development and microeconomics, combined with concepts from K-line analysis to integrate diversified and compound stock selection criteria. He achieved a profit rate of 64% in his first practical trading experience in the stock market, and later achieved a profit rate of 64% through his own trading in the stock market. Continuously improving his trading rules, Orson has created innovative trading ideas such as the Waltz Mechanical Manipulation Rule, the Three Point Resonance Principle, and the Institutional Trading Rule. He has also created high quality investment concepts such as the "Three Day Speculation Guidelines," "People with Reverse Thinking in the Stock Market," and "Family Investment Portfolios," which have been repeatedly regarded as classics by investors in the market.

        From 2002 to 2004, he was admitted to Harvard University in the United States for further studies and obtained a certification as a Chartered Financial Analyst. In 2005, at the age of 30, Orson entered the securities investment department of Merrill Lynch, the third-largest investment bank in the United States. In the following three years, he rose from an analyst manager in the securities investment department to vice president. After years of experience in the field, Orson has developed outstanding financial analysis skills, which have cultivated his unique investment thinking. He collects a large amount of financial information and conducts comprehensive analysis on it, which serves as the basis for investment judgment.

        Along the way, he met the love of his life, Brittany Megan, and started a family, which is even more important to him than his career. As Orson entered the upward phase of his career, most of the wealth he gained was used to invest in physical industries such as real estate, stock market, and medical devices in the United States, which further expanded the scope of his investments.

        On September 15, 2008, the global crisis broke out and Wall Street was in chaos. Bear Stearns and Lehman  Brothers went bankrupt, and Goldman Sachs and Morgan Stanley transformed themselves from investment banks to bank holding companies. Affected by the subprime crisis, Merrill Lynch suffered losses of over $50 billion and asset write downs. In September of that year, it was acquired by the second largest bank in the United States, Bank of America, for a total transaction value of approximately $44 billion to avoid facing bankruptcy. Merrill Lynch's 95 year independent corporate operation had come to an end.

        Orson's portfolio also suffered its worst loss draw down that year. He resigned from his position at Merrill Lynch. At that time, Orson, like most investors, was also hit hard by the subprime crisis, making him despondent. He no longer held any hope for the financial future of him and his family. Finally, it was under the friendship and encouragement of his life mentor Chris Logan, his wife, and a group of family and friends that Orson regained hope for his financial future.

        In 2009, he joined UK Polar Capital Holdings as the Chief Investment Expert and was promoted to Senior Partner. During this period, he helped clients with his investment philosophy and expertise, as well as developed and protected their family/personal investment assets, enabling them to achieve their goals. He is committed to developing a combination of environmental and social governance (ESG) analysis and financial analysis to quantify the company's long-term potential risks and returns.

        Orson Merrick's core philosophy in financial education:

1. Integrity and Ethics: Emphasize the importance of honesty, transparency, and ethics in financial decision making. The curriculum should adhere to high standards of professional ethics and behavioral norms.

2. Practice oriented: Emphasize the combination of theoretical knowledge with practice. Improve practical operational skills through case studies, market transactions, and interaction with industry experts.

3. Global perspective: To cultivate students with an international perspective and cross-cultural understanding, encourage students to pay attention to global market dynamics, and understand business practices in different markets and cultural backgrounds.

4. Innovative spirit: Encourage students to develop innovative thinking, and seek new solutions and strategies. Support students in innovative research and projects in the financial field.

5. Collaboration and communication: Advocate teamwork and exchange of technical ideas.

6. Social responsibility: Educate students to understand the impact of the financial industry on society and the environment, encourage students to participate in social responsibility projects, and cultivate a sense of responsibility and citizenship.

7. Continuous learning: Advocate the concept of lifelong learning and encourage students to keep their knowledge and skills updated through continuing education courses and seminars