ABOUT US

Why the Academy was founded

In our decades of financial experience, we have seen people making the same mistake over and over again. As they search for the right investment, tip or advice, they don’t realize they are using the wrong approach; an approach which has never solved their problems and never will.

The flaw in this approach lies in the assumption that the solution is somehow magically found in a financial product, an advice or a tip – all external solutions.

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About Trendlab Finance Academy

Trendlab Finance Academy offers real-life investment training to private investors based
on our decades of professional experience in institutional finance.

We have created the first real-life training simulator to learn how to make investment decisions
throughout all stages of life - from youth to retirement.

We believe financial training should be:

Practical

You only learn by doing in a simulated real-life setting

 

 

Guided

There is so much confusing information out there that the responsibility of what to learn should rest on the shoulders of the trainer

Internalized

Knowledge is useful only when internalized and it takes time to internalize knowledge

 

Complete

A program has to cover all major areas in order to be effective

 

 

Our Experience in Institutional FinanceAfter graduating from the prestigious Bocconi University in Milan in the mid-1990s, we spent all our careers in the world of institutional finance. From banks to corporations, from asset management to hedge funds, our experience covers every major area of finance:

ASSET MANAGEMENT

Currency, interest rate, credit, counterparty and liquidity risks through the use of advanced risk management systems;

FUNDING & LIABILITIES

Funding and liabilities with convertible bonds, interest rate swaps and other OTC derivatives; and

MAJOR ASSET CLASSES

All major asset classes (equity, fixed income, foreign exchange and commodities) via both cash-based instruments and financial derivatives;

PROPRIETARY TRADING SYSTEM

Development of a multi-asset proprietary trading system with a long and successful track record.

Trendlab Pte Ltd is registered as Fund Management Company with the Monetary Authority of Singapore, the central bank and financial regulatory authority of Singapore.

Management Team

Carlo Rossi – Founder and Managing Director

 

Carlo Rossi is a veteran of the financial industry with 25 years of experience in managing global portfolios and financial risks for institutions and high-net-worth clients. His expertise covers equities, bonds, currencies, commodities, derivatives as well as absolute return strategies and hedge funds.

With a Laurea degree in business administration from Bocconi University in Milan (thesis on Strategies of Internationalization in Asia Pacific and Competitive Advantage), he started his career in 1993 at the Corporate Treasury department of a big MNC in Singapore from where he rose to the position of Singapore Treasurer, then Asia-Pacific Treasurer and eventually Deputy Corporate Treasurer at the global headquarters in Switzerland, distinguishing himself in the area of process optimization.

Process optimization soon became his personal hallmark and finding the optimal investment process for investors led him to found an asset management firm centred on the alignment of interests with their clients and a finance academy with the mission to provide a systematic and step-by-step training to investors on how to properly manage their wealth.

Max Franti – Director, Risk Management

 

Max Franti is a Director of Trendlab, where he focuses on risk management, regulatory risk and compliance.

Before joining Trendlab in 2010, Max earned a Laurea degree in business administration from Bocconi University, with a thesis on Credit risk in the Interest Rate Swap. He then spent his career in various European and Asian banks, starting in 1995 as an interbank dealer. From there, Max covered various roles within the dealing room, including Head of the Interest Rate Trading Desk and Risk Manager. Within his managerial roles, his titles have included Treasurer for the Asia-Pacific region, as well as Deputy General Manager for the Singapore branch. Throughout his fourteen years of banking experience, Max has dealt with money market, bonds, interest rate derivatives, and structured products, and redesigned the risk control systems, procedures of liquidity, foreign exchange, and interest rate risks.

Stefano Trombetta – Head of Information Technology

 

Stefano Trombetta has more than sixteen years of experience in Information Technology, working with multinationals in various roles, from covering IT Project Management SAP R/3 Treasury Module), to mapping the treasury and developing advanced analytical application for financial markets, to working in the area of artificial intelligence. Stefano joined Trendlab in 2009 as external consultant, where he developed the in-house risk management system as well as the IT business continuity planning of the firm. He graduated in 2001 with a Laurea degree in information technology engineering from the Università Degli Studi di Lecce.