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.Click here to Read More
The solution to financial success, however, lies within us. More specifically, it lies in realizing that investing is a game and that we need to learn how to play it in order to fare well. This shifts the focus on what really matters: your strategies rather than the tools (financial products).
When people approach investing as a game, everything becomes simple, fun and profitable. Simple because you just need to learn the rules of the game and the right strategies to win it. Fun because it is a positive sum game, so it’s easy to do well at it. And profitable because, like any competition, the better you learn, the better your results.
This is how finance professionals approach investing and this is how non-finance professionals should approach it too if they want to stop being outsmarted and being taken advantage of.
This is why we founded the Academy.
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:
You only learn by doing in a simulated real-life setting
There is so much confusing information out there that the responsibility of what to learn should rest on the shoulders of the trainer
Knowledge is useful only when internalized and it takes time to internalize knowledge
A program has to cover all major areas in order to be effective
Any game or skill is learnt by practicing it. Investing is no different. That is why we have created the only easy-to-use software that replicates and simulates all the key investment decisions that people have to make in the course of their life – from youth to retirement – because the strategy should change as you move through life. And you can learn all this in the safety of a simulated real-life environment where mistakes don’t carry painful consequences and are rather opportunities to learn.
Any game is learnt faster if the learning process is guided by a professional. The better the professional, the better you learn. In investing, this is even more the case, because there are so many conflicts of interests and so much confusion on the part of the public that “financial education” is often used as a tool to sell financial products and services. The problem with this approach is that people are “taught” the wrong concepts in order to bring you into a game (Alpha) that is negative-sum for you but fee generating for them.
What is fast learnt is fast forgotten. That is why our initial class training is followed by continued practicing with the Simulator to ensure that what you have learnt becomes internalized. It takes practice and time to internalize knowledge.
Complete – Our program covers everything you need to learn about investing
A serious training program must be complete. You can’t become a good tennis player by learning only the serve or a golf player by learning only how to putt. In a game, incomplete training is useless and can be counterproductive.
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:
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.
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.