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Trainers
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.

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.

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.

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).

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

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.

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
Bernadette Taylor
Leads our global client service and administration functions, having performed similar roles previously at BPP Financial Education.
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.
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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