Osborne Asset Managements
Osborne Asset Management, founded in 2009, is a globally renowned asset management firm. Our headquarters is located in the historic Sawtelle district of Los Angeles, which is not only the financial heart of the city, but also the intersection of culture and innovation. We have branches in multiple financial centers in Europe and America, such as London, New York, and Frankfurt. Through these strategic locations, we have built a comprehensive global investment management network for our clients.
Our service philosophy has always been to provide customers with efficient, transparent, and reliable asset management services. Our professional team is committed to helping clients achieve steady capital appreciation in the dynamic and ever-changing global market. Our service targets a wide range of individuals, corporate clients, and various institutional investors, covering a variety of investment fields and needs.
Our global business network covers a wide range, which not only provides geographical convenience for our clients, but also enhances our insight into the global market and diversity of investment strategies. Our international perspective and in-depth understanding of the local market enable us to provide our clients with more precise and efficient asset management services.
Why Form Strategic Cooperation with XP Group
1. Expand the Latin American market Brazil is the largest economy in Latin America, with a population of over 200 million and active financial markets, making it a gateway to enter the South American market XP Group, as a leading financial services company in Brazil, has a huge customer base and distribution network, and working with it can quickly obtain local market channels and resources.
2. Enhance brand trust and localization advantages XP has a strong brand influence in Brazil, and forming an alliance with it can help enhance the brand awareness of partners in the local market. There are language, cultural, and regulatory barriers in the Brazilian market, and cooperating with XP can effectively reduce the risk of "not adapting to the local environment" and improve local compliance and operational efficiency.
3. Financial technology capabilities and sharing of innovative resources XP Group has leading technology and platform capabilities in fintech, digital assets, online trading, and other areas Strategic cooperation can achieve the integration of technology, products, or services, such as jointly developing fintech products, digital finance platforms, or intelligent investment advisory systems.
4. Sharing of capital and investment opportunities XP has abundant resources in asset management, securities investment, and other areas, and is expected to jointly develop new investment products, such as jointly establishing funds, wealth management platforms, etc. Strategic cooperation may open a window for mutual investment and mergers and acquisitions, enhancing global investment influence.
5. Confront competition and enhance regional discourse power The competition in the Latin American financial market is intensifying, with international financial giants and emerging fintech companies all laying out their presence. Joining forces with XP is beneficial for building stronger competitive barriers, enhancing bargaining power, and obtaining better resource allocation.
Dear All,
We are facing unprecedented challenges. The panic many students are feeling harkens back to the 2008 financial crisis: the ongoing tensions in Ukraine, the escalating U.S.-China relations, and the increasing political divisions within the United States. The uncertainty in the global economy has brought significant difficulties to many countries, including rising prices, inflation, market volatility, and the ongoing impacts of the COVID-19 pandemic. These factors are severely affecting our companies, colleagues, and clients, especially the suffering people of Ukraine, and the global order may be at risk of restructuring. This is a critical moment.
However, in the face of such challenges, we should put aside our differences and unite with other Western nations to defend democracy and basic freedoms, including free enterprise. Throughout past major crises, we have seen the U.S. work alongside other countries to meet challenges together. Now, we need a collaborative effort from both the public and private sectors to take on leadership responsibilities and enhance national competitiveness, which includes a renewed commitment to providing equal opportunities for all.
Despite the serious situation, looking back at 2022, the Digital Finance Research Institute achieved significant milestones:
Our global student enrollment has exceeded 65,000.
Our portfolio has seen notable success in the gold and cryptocurrency markets.
Multiple modules of the AI Matrix-Based Digital Trading Assistant investment system have been fully developed, including the "Trading Signal Decision System," "AI Algorithmic Trading System," "Investment Strategy Decision System," and "Expert and Investment Advisor System," all tested in major markets. The maturation of this technology could revolutionize the investment field.
We have expanded market share in various business areas and continue to invest in products, talent, and technology while maintaining strict credit discipline. I am proud of our resilience and the efforts of our global team. Over the past few years, we have consistently served our clients and communities.
Our success stems from steadfast principles and beliefs: Since taking the helm of the Digital Finance Research Institute, I have always believed in "Students First" and that "Practice is the Best Teacher." This philosophy has helped us gain recognition and support from our students in an ever-changing market.
Our core principles include:
Students First, Practice First:
Our institution's code of conduct does not prioritize "shareholder value," which may limit rapid growth to some extent, but it has garnered unanimous recognition from our students. We started from scratch and have built a solid global reputation. It is this philosophy that has allowed us to thrive even amid increasing market risks!
Diversified Investment:
The principle of diversification is at the core of our survival and development strategy. From a broader perspective, we achieve risk minimization and profit maximization by appropriately allocating funds to seize investment opportunities.
Collaboration and Win-Win:
We adhere to sound financial management, ongoing talent investment, and customer service-principles deeply rooted in our corporate culture.
Technological Innovation:
Innovation is an endless source of productivity. The maturation of artificial intelligence and blockchain technology will yield the greatest returns. Our engineers and numerous investment experts have been working on enhancing digital trading products since 2018. With the arrival of AI technology, our AI investment system has become increasingly sophisticated, making it a powerful tool for achieving excellence!
Protecting the Interests of All Stakeholders:
By focusing on our customers, employees, and communities, we can create long-term value.
Building Enduring Enterprises:
In the face of fierce competition, we recognize our strengths and weaknesses and strive to leverage our advantages.
2022 will be a year of re-evaluating our values, helping us redefine responsibility, persevere, and maintain respect in adversity. I firmly believe the future will be brighter, and every member of the Digital Finance Research Institute will welcome a more promising outlook.
God teaches us to be devout, humble, diligent, honest, and frugal, ensuring everyone has equal opportunities and can succeed through hard work. Let us unite to spread the right values, defend freedom and justice, act courageously, and work together to build a better future.
Charles Brown
May 20, 2022
Osborne Adams
Name: Osborne Adams
Position: Chairman
Personal Profile: Osborne Adams， Born on July 28, 1970 in the United States, currently residing in Brasilia, serving as the Chairman of Osborne Asset Managements Company.
Educational background: Finch studied economics at Harvard University from 1989 to 1995 and obtained a Bachelor's degree (B.A.). During his academic studies, he delved into finance, market analysis, and international economics, which laid a solid foundation for his later investment career.
Professional experience: 2005-2010: Worked in the strategic department of a top investment bank in Germany, responsible for risk assessment and asset management in the European market, leading multiple cross-border investment projects, and enhancing its influence in the global financial market. 2010-2015: As a senior advisor in the Hong Kong branch, Finch led investment opportunities in the Asian market, participated in multiple cross-border mergers and acquisitions and investment projects, helped clients achieve capital appreciation, and established a deep investment network. Since 2015: Returned to the United States, founded Osborne Asset Managements and served as its chairman, leading the company's development strategy and focusing on investments in international and emerging markets. Through rich international investment experience, leading the company to achieve significant performance in multiple fields and driving global strategic layout.
At Osborne Asset Managements, Osborne Adams primarily focuses on investments in the following key areas: Stocks: Through in-depth analysis of global markets, we accurately grasp stock investment opportunities and are committed to achieving steady capital appreciation for our clients. Gold: In the midst of global economic turbulence, gold has always been an important part of Finch's investment portfolio as a safe haven asset, helping clients effectively diversify risks. Real Estate: Through precise market judgment and profound industry insights, Finch leads the company in participating in high-quality real estate investment projects worldwide. Crude oil: As an important component of the global energy market, crude oil investment has always been a part of the company's strategy. Finch is adept at capturing market volatility opportunities and ensuring long-term asset growth. Cryptocurrency: With the development of blockchain technology, Finch has shown a strong interest in the cryptocurrency field and continues to provide innovative investment solutions to clients, tapping into the potential of digital assets.
Future Development: Currently, Osborne Asset Managements is actively expanding into the Brazilian market, committed to establishing branches locally and further enhancing the company's global business layout.
Ansel Drake
Name: Ansel Drake
Position: Partner and Chief Investment Officer
Personal Profile: Ansel Drake， From Australia, currently serving as a partner and Chief Investment Officer at Osborne Asset Managements. In his position, Ansel is responsible for leading the company's overall investment strategy, designing and executing precise portfolio management plans to ensure robust returns for clients. With his profound experience in global financial markets and unique insights into capital operations, he has driven the company to achieve significant results in multiple market sectors.
Professional experience: Ansel accumulated extensive investment management experience before joining Osborne Asset Managements and held executive positions in globally renowned financial institutions. He is not only deeply involved in asset allocation, risk management, and portfolio optimization, but also responsible for capital allocation in global markets, helping clients optimize asset performance and enhance investment returns.
Achievements and Honors: As a partner and Chief Investment Officer, Ansel not only provided strategic guidance for Osborne Asset Managements's global investment layout, but also propelled the company steadily forward in a complex and ever-changing financial environment through precise market analysis and forward-looking decisions. His leadership skills and innovative thinking have established a strong competitive advantage for the company in the financial market.
Eamon Blackwell
Name: Eamon Blackwell
Position: Global Head of Public Fixed Income Department
Personal Profile: Eamon Blackwell， From the UK, currently serving as the Global Head of Public Fixed Income at Osborne Asset Managements. Eamon has over 15 years of rich experience in the field of fixed income investment, responsible for leading the company's global fixed income investment strategy. He excels in analyzing macroeconomic trends, managing debt assets, and is committed to providing clients with stable and excellent returns.
Education background: From 2002 to 2006, I pursued a Bachelor's degree in Economics at the London School of Economics (LSE), during which Eamon focused on macroeconomics and financial market analysis, laying a solid academic foundation for his later career. From 2006 to 2008, he obtained a Master's degree in Finance from the Business School of Cambridge University, further enhancing his professional knowledge in investment decision-making, capital markets, and risk management.
Professional experience: 2008-2012: Eamon joined Barclays Bank in the UK as a fixed income analyst, responsible for market trend analysis and investment advice for bond products. During this period, he participated in multiple important investment projects and accumulated rich market insights and debt instrument management experience. 2012-2016: Worked at HSBC as a fixed income investment manager, managing investment portfolios including government bonds, corporate bonds, and other fixed income assets. He ensured the appreciation of client assets through precise market judgment and risk control. 2016-2020: Joined Swiss Bank as a Senior Investment Manager in the Fixed Income Department, responsible for fixed income strategies for large institutional investors, successfully leading a team to provide returns beyond market benchmarks for multiple top clients. Since 2020: Eamon has joined Osborne Asset Managements as the Global Head of Public Fixed Income, responsible for developing and executing global fixed income investment strategies, committed to providing stable long-term returns for the company's clients.
Achievements and honors: Eamon has gained widespread recognition in the industry for its profound experience in international financial institutions and outstanding fixed income investment capabilities. He has successfully managed billions of dollars in fixed income assets and achieved excellent returns for clients in uncertain market environments. His leadership and strategic vision have made him an important figure in the fixed income field and provided strong support for Osborne Asset Managements's global investment layout.
Thorne Ravenswood
Name: Thorne Ravenswood
Position: Chief operating officer
Personal Profile: Thorne Ravenswood， From the United States, currently serving as the Chief Operating Officer of Osborne Asset Managements Company. With over 20 years of experience in enterprise management, Thorne is responsible for leading the company's operations and process optimization on a global scale. He plays a key role in the daily operations of the company with innovative operational strategies, precise execution, and strong team leadership, ensuring the smooth implementation of the company's strategy and improving global business efficiency.
Education background: From 1995 to 1999, I pursued a Bachelor's degree in Economics at Yale University, focusing on the principles of macroeconomics and management, laying a solid theoretical foundation for my later career. 1999-2001: Obtained a Master of Business Administration (MBA) degree from Harvard Business School, majoring in Strategic Management and Organizational Behavior. During his time in business school, Thorne gained a profound understanding of the key elements of global enterprise management and operational optimization.
Career experience: 2001-2006: Thorne worked as a consulting manager at Bain&Company in Boston, focusing on providing strategic planning and operational optimization advice to global businesses. He has participated in multiple large-scale multinational company transformation projects and successfully helped clients achieve cost control and efficiency improvement. 2006-2011: Joined General Electric as Director of Operations, responsible for global supply chain management and process optimization. During this period, Thorne led the team to significantly improve production efficiency and optimize the company's global procurement network. 2011-2016: As a Senior Operations Manager at Amazon, Thorne led multiple core operations projects, improved warehouse and logistics management systems, enhanced global logistics efficiency, and saved the company billions of dollars. Since 2016: Joined Osborne Asset Managements as Chief Operating Officer. Thorne is responsible for the efficient management of internal processes within the company, driving digital transformation and system optimization, ensuring smooth global business operations, and supporting the achievement of the company's strategic goals.
Achievements and honors: Thorne has successfully promoted process optimization and organizational efficiency improvement in enterprises through his rich operational experience in multiple industries. Through innovative operational management methods, he helped the company significantly reduce operating costs and enhance overall competitiveness, providing strong support for Osborne Asset Managements's rapid development in the global market.
