Introduction to Orson Merrick

Business Bit Treasury 11/04/2023

Name: Orson Merrick

Place of birth: Brooklyn, New York

Date of birth: June 13, 1975 (49 years old)

Place of residence: London, UK

Graduate school: New York University Stern School of Business

Education: Master of International Finance,

Position: Professor, professional investor, senior partner

Hobbies: Investment, books, mountain climbing, swimming, interpersonal communication

Character experience:

On June 13, 1975, Orson Merrick was born in Brooklyn, New York, USA, as a Polish Jewish American.

In 1993, he graduated from Poli Preparatory Day School and was extended by one year due to receiving higher education. In 1994, he was sent to New York City by his father Jacob Merrick and his educational aunt, and was admitted to New York University. In 1998, he obtained a Master's degree in International Finance from Stern School of Business at New York University with honors.

During his studies, Orson met his first professor, Burlebard Chris Logan, and learned about the development history of Wall Street in the United States through his conversations and later teachings. Orson was very fond of the story 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 development history of stocks and developed a strong interest in them. During his college years, he taught a complete economic system, studied macroeconomic development and microeconomics, combined with the K-line language to integrate diversified and compound stock selection ideas. 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 US stock market. Continuously improving trading rules, As of 2019, Orson has created innovative trading ideas such as the Waltz Mechanical Manipulation Rule, the Three Point Resonance Principle, and the Institutional Trading Rule. And it 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, I was admitted to Harvard University in the United States for further studies and obtained 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 workplace, Orson has developed outstanding financial analysis skills, which have cultivated his unique investment thinking. He is no longer constrained by the rules and regulations of the Wall Street financial system, and no longer completely relies on credit ratings and rating agencies. Instead, he collects a large amount of financial information and conducts comprehensive analysis on it, which serves as the basis for investment judgment.

In the following life, I met my lifelong love Brittany Megan and began to have a double harvest in both family and 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 continuously expanded his investment territory.

On September 15, 2008, the global crisis broke out and Wall Street was in chaos. Bear Stearns and Lehman 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 has come to an end.

Orson's securities investment dream also suffered the biggest setback and blow in his life this year. He withdrew from such a magnificent stage as Merrill Lynch. At that time, Orson, like most investors, was also hit hard by the subprime crisis, making his life meaningless. He no longer held any hope for his future life and made difficult choices on the edge of life and death. Finally, it was under the constant companionship and persuasion of his life mentor Professor Budd Chris Logan, his wife, and a group of family and friends that Orson regained hope for life.

In 2009, he joined UK Polar Capital Holdings as the Chief Investment Expert and was promoted to Senior Partner over 15 years. During this period, he helped clients provide the best investment philosophy and expertise, as well as develop and protect their family/personal investment assets, achieving their goals and solutions. 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 college should adhere to high standards of professional ethics and behavioral norms.

2. Practice oriented: Emphasize the combination of theoretical knowledge and 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 ability, encourage students to pay attention to global market dynamics, and understand business practices in different markets and cultural backgrounds.

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

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

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.

Disclaimer: The copyright of this article belongs to the original author. Reposting this article is solely for the purpose of information dissemination and does not constitute any investment advice. If there is any infringement, please contact us immediately. We will make corrections or deletions as necessary. Thank you.