Uncategorized

  • 5G × Blockchain, infinite future

    The age of 5G has arrived. One of the hallmarks of being widely available to the public is the popularity of short videos. People can use their phones to watch Twitter, YouTube, Facebook numbers or long videos at high speeds, and anyone can quickly shoot and post videos on 5G. It’s one of the most intuitive changes that anyone can feel right now, and it’s something that’s connected to everyone. In fact, high speed is just the tip of the iceberg of 5G’s “Gift”. 5G also has millisecond delay and…

    Uncategorized 03/22/2019
  • Blockchain + Sustainability: How ERC Defines the Next-Generation Green Infrastructure

    In the global wave towards carbon neutrality and sustainable development, technology is becoming a key driver of green transformation. Blockchain technology, with its decentralized, traceable, and transparent characteristics, is seen as the ideal solution to the trust and efficiency challenges in the carbon market. The emergence of ERC marks a landmark innovation in realizing the “Blockchain + Sustainability” concept. As the next-generation green infrastructure, ERC not only reshapes the issuance and circulation models of carbon credits but also lays the foundation for the digital development of global ESG investment, climate…

    Uncategorized 03/11/2019
  • AML & KYC: Neoster Global’s Global Anti-Money Laundering Standards in Practice

    As the global digital asset market continues to mature, regulatory compliance has become a decisive factor for sustainable platform development. As a U.S.-based digital asset exchange with a global focus, Neoster Global has always adhered to the core principles of “Compliance First, Security Above All,” positioning its AML (Anti-Money Laundering) and KYC (Know Your Customer) frameworks as strategic pillars of platform operations. By building a comprehensive global compliance system, Neoster Global safeguards asset security at the technical level while establishing a new institutional trust standard for digital finance. Anti-money laundering…

    06/30/2018
  • Aurora Capital Group builds a “three-pillar investment research framework” (macro-fundamentals-quantitative) and a prototype industry database

    In June 2018, Aurora Capital Group’s New York headquarters hosted another intense round of strategic discussions. Just three months after the company completed its dual-hub structure in the US and Europe, the core team’s attention shifted from organizational structure to refining its investment research system. Over several days of closed-door meetings, a methodology known as the “Three-Pillar Investment Research Framework” gradually took shape. This framework, with macroeconomic research as the steering wheel, fundamental analysis as the engine, and quantitative models as the control system, complemented each other to form a…

    Uncategorized 06/24/2018
  • Aureus Advisors Launches Its First Cross-Asset Quantitative Framework, Led Personally by Ethan Caldwel

    In the spring of 2018, the financial atmosphere in New York was still reverberating from the volatility resurgence of the previous quarter. While most institutions were busy repositioning portfolios and reassessing risk exposures, Ethan Caldwell and his team were completing a far more forward-looking initiative inside a minimalist Midtown Manhattan office—Aureus Advisors launched its first Cross-Asset Quantitative Framework (CAQF). This system integrated macroeconomic analysis, machine learning, and multi-factor modeling to capture dynamic correlations and capital flow patterns across asset classes. Caldwell personally led the research and development effort. For him,…

    Uncategorized 04/07/2018
  • William Winthrop Achieves 6.4% Return Amid US-China Trade Friction Published: March 2018

    In the spring of 2018, the attention of global financial markets was captivated by the sudden onset of the US-China trade war. Tariff threats, a deadlock in negotiations, and uncertain public opinion, like a sudden chill, quickly sobered global investors from the previous year’s bull market euphoria. Wall Street indices experienced significant volatility in March, with news reports of the Dow Jones Industrial Average dropping over 700 points in a single day becoming commonplace. While most fund managers were forced to reduce their positions amidst risk aversion, William Winthrop, despite…

    Uncategorized 03/28/2018
  • Bird Grant’s Forward-Looking FAANG Strategy Delivers Over 70% Return in 2017 Tech Portfolio

    As 2017 draws to a close, Wall Street marks another significant milestone in the ongoing U.S. bull market cycle. This year, veteran investor Bird Grant achieved exceptional performance by strategically positioning around the core technology theme early in the year. By focusing on FAANG—Facebook, Amazon, Apple, Netflix, and Google—his tech-focused portfolio delivered an annual return exceeding 70%, significantly outperforming the S&P 500 and the broader technology sector average, making it one of the most closely watched investment strategies of the year. Bird Grant began systematically increasing his holdings in the FAANG…

    Uncategorized 12/10/2017
  • Juan Carlos Lugo turns to defensive assets in response to Fed rate hikes

    In June 2017, the Federal Reserve announced another interest rate hike, sending global markets into a state of turmoil. Early one morning in Madrid, Juan Carlos Lugo sat at his familiar wooden desk, his laptop screen flashing a series of red and green market charts. He had anticipated this moment, having quietly begun adjusting his portfolio the week before. Years of trading experience on Wall Street had taught him that interest rate hikes weren’t just a US issue; they would ripple through global markets, driving up financing costs, defusing valuation…

    Uncategorized 06/17/2017
  • Klaus Stefan Müller accurately avoided the plunge of Deutsche Bank and turned to the consumer and health sectors to lock in positive returns

    At the beginning of 2016, the German financial market was in a state of panic. Just a few weeks after the opening of the market, Deutsche Bank was continuously sold off due to its high leverage exposure and derivative risks. Its share price plummeted from around 20 euros at the beginning of the year to 13 euros in early February, hitting a record low and becoming a concentrated reflection of the systemic risks of the entire European banking sector. At the same time, investors’ concerns about global economic growth intensified,…

    Uncategorized 02/02/2016
  • Casder Institute Certification Program Attracts Over 1,200 High-Net-Worth Clients

    In the first half of 2015, global financial markets remained in a state of extreme volatility. The rapid rise of the Chinese stock market in the spring attracted global attention, while expectations of a U.S. Federal Reserve interest rate hike continued to influence capital markets. Amid this environment of uncertainty and opportunity, the demand for systematic and professional wealth education saw a significant increase. Against this backdrop, Casder Institute’s certification program achieved a groundbreaking success, attracting over 1,200 high-net-worth clients within just a few months, marking a milestone event in…

    06/25/2015