The Course Director brings 25 years of corporate banking and treasury experience. He began his career at Chemical Bank (now JP Morgan Chase) in New York, and rose within six years to become the Head of Chemical Banks Eastern European Region. He then moved to Mobil Oil Corporation, working in corporate treasury and tax, and became head of Mobils overseas banking relationships and inter-company lending. He was sent to London as Corporate Treasurer of Mobil Oil Company Ltd., responsible for treasury, insurance and customer credit and 22 executives. He then became Treasurer for Northern Europe.
He was Group Treasurer of Forte PLC for 8 years and Group Treasurer of The Thomas Cook Group (treasury & turnover $20 billion and treasury profit $24 million annually) for 3 years, managing a team of 55 treasury and trading professionals. He was also responsible for the treasury staff training and development. For the last 14 years he has worked as a Course Director, coach and consultant across a breadth of business sectors and covering most management topics.
He got his BA Degree from Yale University and an MA in International Economic from Fletcher School of Law and Diplomacy.
The course director has over twenty six years trading and treasury experience covering the full range of risk management with OTC and exchange traded derivative instruments. He spent three years as a futures trader on the Chicago Mercantile Exchange setting up the Eurodollar futures trading operation and six years as Group Treasurer of Pechiney World Trade.
The course directorwas most recently a Director of Prebon Marshall Yamane the premier institutional broker with 30 offices world-wide and also Managing Director of PTS. Whilst at Prebon he played an active role in their new product development particularly repo, credit derivative, NDF and energy operations.
The course instructor is Managing Principal at a London based investment advisory firm, and adviser to a London-based venture capital boutique and an Islamic hedge fund. He has an MBA from the Peter F. Drucker & Mitoshi Ito School of Management, PhD in International Finance from Claremont University (California), and is a CFA charter holder. He has also attended Executive Management programmes at the Harvard Business School and the Stanford Business School.
Over the past 20 years, he has worked in international finance, global asset management, Islamic banking and finance and international private banking at major financial institutions in Los Angeles, London, Kuwait and Abu Dhabi. After serving as Vice President and Chief Economist for EMEA at First Interstate Bank (now Wells Fargo Bank) in Los Angeles, he moved to the Middle East as Chief Economist and head of Capital Markets at Kuwait Investment Authority (KIA), one of the largest Sovereign Wealth Funds with a global investment footprint. Following that, he joined Abu Dhabi Investment Authority (ADIA), the largest Sovereign Wealth Fund with global investment interests, as Chief Economist and senior member of the investment strategy and asset allocation teams. He also served in an advisory capacity to the Treasury, Private Equity, Alternative Investments and Asian Equity departments.
He was also involved at an early stage in the establishment of the Abu Dhabi Islamic Bank. After thirteen years at ADIA, he moved to London and joined Citigroup as director in the investment management function for high net-worth individuals. He also headed up the Islamic products and investments platform at Citigroup. Following Citigroup, he joined Coutts & Co., one of the oldest and most prestigious private banks with responsibility for managing ultra high net-worth individuals in the South Asian market.
He has over 20 years of practical and teaching experience in the areas of asset management, investment analysis, fixed income management, equity valuation, financial risk management, private banking and portfolio management, corporate finance, and Islamic Banking and Finance. Previously, he taught corporate finance and investment analysis at the Graduate Schools of Business at the University of California and the University of Colorado.
The course instructor has new issues and derivatives experience, having worked for two global banks in corporate and sovereign debt origination. He has been a training consultant for over fifteen years. Before becoming a banker, he was a member of the British Diplomatic Service. In his spare time, he is Deputy Chairman of Transport for London and Deputy Leader of Kensington and Chelsea Council. He is also an Honorary Fellow of the Royal Institute of British Architects.
The Course Director has spent more than thirty years in the financial markets, in treasury and in treasury training. Working in the U.K. and U.S.A., he traded various financial instruments including foreign exchange, precious metals, debt securities and derivatives. Then, as Treasury Manager, he was responsible for overseeing the daily conduct and risk involved in all financial instruments. As a training consultant, the course director has been on assignment all over the world holding seminars on various aspects of Treasury, including structuring, trading, and risk management.