Will Forbes, ACCA, MSc

Experience

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  Accenture

  Aug 2001 - May 2005

  Senior Management Consultant

  Worked on strategic engagements with BP and National Grid, and large IT implementations at DTC (De Beers) and Centrica

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  Credit Suisse

  Jan 2006 - Mar 2009

  Analyst

  • Primary analyst for European IOCs (BP, Shell, Total etc) & European refiners;• Considerable fundamental analysis experience including stock specific and macro analysis, particularly of global oil markets and refining margin trends;• Built strong client relationships. Passed CFA level 1.

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  Millennium Capital Partners

  Apr 2009 - Mar 2010

  Global Oil and Gas Equity Analyst

  • Long/short balanced beta-neutral energy portfolio. Ideas generation across global energy stocks for a single portfolio manager created significant alpha where applied.

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  ARC Asset Management Ltd

  Jun 2010 - Mar 2011

  Global Oil and Gas Analyst

  • I created significant alpha through self-directed ideas driven by detailed fundamental analysis and a top-down macro view for global oil and gas stocks;• Arc was a subsidiary of Noble Group (a diversified Asian commodities trader) which sought to leverage expertise in commodities across the global equity universe.

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  Bellatrix

  Mar 2011 - Jan 2017

  Analyst and Investor

  Direct investment

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  Edison Investment Research

  May 2012 - Feb 2018

  Director, Energy and Industrials Research

  Equity analyst, oils and industrials

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  Key Group

  Feb 2018 - now

  Director, Resources