| Trainers |
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Julian
Beaven
Twenty five years in money markets, government bonds and
repo, at Samuel Montagu, Midland Bank and HSBC. Experience
spanned sales, relationship management, account planning
and business development.
Most
recently head of repo and account manager for institutional,
hedge fund and banking clients.
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Kevin
Boyle ACA CFA
Nine years in investment consulting for institutional and
HNW clients at Ernst & Young, Aon and Coutts &Co.
Kevin
has twelve years experience training investment management
and client management skills, and is a Chartered Accountant,
CFA Charterholder and Fellow of the Securities Institute.
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Ian
Dawson BA (Oxon) ASIA
Ten years in equity capital markets in Australia, Asia and
Emerging Markets, encompassing sales, research and origination
roles at Intersuisse, Carnegie, NatWest Markets and Bankers
Trust.
Ian
focuses on equities, derivatives and hedge funds, and
is well regarded for his work with sales, management and
trading teams.
Ian
founded Alpha Development in 2003 to deliver specific,
customised learning and development solutions to global
investment banks.
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Peter
Grace CFA
Six years managing long only & long-short equity
investments in the European and Pacific emerging markets.
Peter
is a CFA Charterholder, fellow of the Institute
of Chartered Accountants of England and Wales (FCA).
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Chris
Pennington
Fifteen years experience within securities lending,
collateral management and relationship management.
He has worked with operations teams in Europe the
Middle East and Asia, and was a team leader within
Reuter’s support group for global commodities.
Chris
has trained extensively on product knowledge, and
behavioural skills, where he specialises in relationship
management and client service
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Matthew
Wall MA CFA MSI
Capital markets career at Barclays, SocGen and Nomura,
structuring derivatives for hedge funds, corporates
and governments. Specialised in Convertible Bonds,
requiring expertise across fixed income and equities,
cash and derivatives.
He
has trained front, middle and back office staff
in London, Europe and New York. He is a CFA Charterholder,
a Member of the Securities Institute and a graduate
of Oxford University.
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For
some programmes we will also use trainers from our family
of trusted Associates. We only use Associate trainers who
are the finest in their specialist field, proven in financial
institutions and who we are confident are outstanding. |
| Office
Management Team |
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Bernadette
Taylor
Leads our global client service and administration
functions, having performed similar roles previously
at BPP Financial Education. |
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Sofia
Gomes
Leads our projects and marketing functions. She has also
instigated the additional internal processes to enable our
offering to grow in line with our clients’ requirements. |
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Vicky
Sheen
Leads our finance function. She has streamlined processes
in this area, interacting more closely with our clients’
execution teams, and allowing our trainers to focus on delivery. |
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