Articles by JAForlines Globals
John A. Forlines III, Chairman and Chief Investment Officer
John is Chairman and Chief Investment Officer at JAForlines Global (JFG), a New York-based investment management company specializing in separately managed accounts and model account strategies for broker/dealers, RIAs and their representatives. JFG also offers a tactical allocation Collective Fund for use in 401(k) plans and is sub-advisor to the American Independence JAForlines Global Tactical Allocation Fund. In addition to his leadership as portfolio manager for JFGâ€™s investments, Mr. Forlines is an Executive in Residence in the Department of Economics at Duke where he teaches classes in behavioral finance and decision making. Mr. Forlines enjoyed a long career with J.P. Morgan from 1985-2000, serving various roles within the firm, including Vice President of Structured Products, Co-Head of the U.S. Private Equity Group, Managing Director in the Securities Business Development Group and Managing Director and Co-Head of U.S. Tech, Media & Telecom Investment Banking.
Robert (Bob) Shea, Chief Executive Officer
Bob focuses on product development, particularly long/short opportunities, tactical strategy, and participates in the idea generation process that is crucial to JFGâ€™s model construction.
Bob is a former partner at Goldman Sachs and was a founder and CIO of AsiaSource Capital, a partnership based in the U.S. and Singapore. AsiaSourceâ€™s investment thesis is centered on Greater China.
Spending 14 years at Goldman Sachs, Bob was partner in charge of cash equity and sector based proprietary trading and also served as a member of Goldmanâ€™s Equity Division Risk and Global Trading Committees. Bob also was a member of NASDAQ's Quality of Markets Committee.
Prior to Goldman Sachs, Bob spent 5 years as a senior equity trader at First Boston.