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Session I - The City in Context
Session V - Derivatives
Session VII - Investment Banking: Corporate Finance and Mergers & Acquisitions
Session IX - Markets Case Study
Session X - Question Time with the Experts |
Martin Russell
Course Director |
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| Biography
Martin Russell specialises in the design and delivery of bespoke courses in financial markets, treasury and capital markets, and in the avoidance of economic crime and money laundering. Martin commenced his City career in the bullion house Johnson Matthey and then spent ten years with Grand Metropolitan, before helping build a centralized mortgage lender, where he concentrated on public and private collateralized bond issues and interest rate hedging. Martin provides financial training to governments, public and private sector entities of all types, mainly in the UK and the offshore dependencies, and is an accredited provider of Continuing Professional Development Training under the Law Society scheme. He has been a Fellow of the Association of Corporate Treasurers for over twenty years, and is a Deputy Lieutenant of Greater Londo |
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Session II - How the Global Economy impacts the City
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| Paul Temperton |
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Biography
Paul Temperton, CFA is a highly respected economist who has extensive experience in the financial markets. His career started in the Bank of England’s Monetary Policy Group before moving on to Merrill Lynch where he was First Vice President and Director of European Economic and Fixed Income Research. Paul has run his own economic research company, TIER, since 1993. He has written or edited seven books on economics and financial markets. |
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Session III - Debt Markets
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| Tim Skeet |
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Biography
Tim Skeet After graduating as a student of Modern Languages from Cambridge University, Tim Skeet joined the financial services sector in 1981 starting work at merchant bank, Samuel Montagu. He moved into the debt capital markets team at Montagus in 1985, and then went to work for Morgan Stanley in 1987, where he covered UK issuers and was involved with the early securitisation transactions for mortgage lenders and bank capital issues. His career led him on to work on setting up Financial Institution (‘FI’) and Sovereign/Agency coverage at Kidder Peabody in Europe before being recruited by Lehman in the mid-90s, where Tim worked on a wide variety of financial institution transactions. After heading up FI groups at European firms, Tim moved to ABN Amro in 2003 to help build up their FI franchise and work on the house’s financial institution and covered bond platforms. In 2006 Tim came to Merrill Lynch as a Managing Director to lead the bank’s covered bond activities with in the debt capital markets financial institution team. Tim was one of the early members of the European Covered Bond Council (ECBC) Steering Committee. He has been a long standing member of the FSA/ HMT Standing group working for a UK covered bond law, and is a member of the ASF covered bond working group in the US, and recently became the UK regional Chairman of the ICMA (International Capital Markets Association). |
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Session IV - Equity Markets
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| Andrew Simpson |
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Biography
Andrew Simpson has spent the last 10 years as a consultant in financial services in London and has 15 years strategy and change management experience. During this time he has developed a focus of operational management in the equities industry as well as change related to regulatory issues. Andrew is currently the interim Chief Operating Officer at the Swiss Stock Exchange (Europe) where he is developing new initiatives in response to both MiFID and fragmentation of the exchange industry. He is a regular speaker covering topics such as fragmentation of liquidity, transparency and Best Execution but also has practical experience of delivering the change required to meet those new industry demands, such as smart routing technology and non-displayed liquidity. |
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Session IV - Private Equity
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| David Smart |
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Biography
David Smart has spent last 6 years working as an independent consultant advising private companies in raising finance and partners in raising and structuring private equity funds, with particular emphasis on the alternative energy sector. Since he qualified as a chartered accountant with KPMG in London, he has been involved in the venture capital and private equity industry since 1977. Prior to his consulting work, he has held senior management positions in organisations which include the National Enterprise Board, Prutec (the high technology branch of the Prudential), Lazard Ventures and Quest for Growth, a continental, quoted high technology fund. David has also been the Finance Director of an oil company and a corporate finance adviser at a merchant bank, specializing in takeovers, acquisitions, reconstructions and other London Stock Exchange work for smaller to medium sized quoted companies. David read economics at Cambridge. |
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Session VI - Insurance and Risk Management |
| David Wilson |
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Biography
David Wilson until recently finance director of a 'top-ten' Lloyd’s Broker. Prior to this appointment David provided training, consulting and professional accounting services to a number of London and International insurance clients based on the experience gained from his previous roles as chief executive of a overseas composite insurance company and subsequently as managing director of a large UK retail broker. David is a Fellow of the Institute of Chartered Accountants and holder of a Public Practise Certificate. |
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Session VIII - Fund and Wealth Management |
| Nigel Green |
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Biography
Nigel Green joined European Banking Company in the mid 1970’s, and progressed to become Assistant Director with responsibility for development of the industry-leading corporate sales and trading desk. After almost fifteen years with EBC, he was recruited by BZW, where for a couple of years, he was the link between BZW and Barclays’ institutional sales teams. Approached by Coutts & Co in the early nineties, Green conducted an exhaustive review of the client/product interface for that bank’s International Private Banking department. He was then responsible for implementation of his recommendations. As Senior Manager, Group Investment Services from 1995, he served on the Bank’s Group Investment Strategy Committee and had global responsibility for the production and dissemination of its FX view and product worldwide. Promoted to Head of Investment Advisory & Execution Services UK in 1997, he took responsibility for a team of 50 staff handling all investment advisory business within the Bank. In 2005 he was recruited by Julius Baer Intl as its General Manager and Chief Executive Officer charged with the rebuilding of its business in London. Overall he has strong experience in asset and liability management, investment management & private banking product sales, in the structuring of product, and in trade execution allied to a firm grasp of the operational and risk dynamics of running a financial services company. In all these areas, Nigel has had to recruit and develop staff, select and monitor consultants, and achieve increasingly demanding risk, profitability and efficiency targets. |
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Session VIII - Fund and Wealth Management |
Dr Chris Jones
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Biography
Dr Chris Jones is the Chief Investment Officer for Key Asset Management. Chris has been investing in hedge funds in a professional capacity for 14 years. Prior to this, he has worked in trading and asset management capacities at Société Générale and Crédit Lyonnais. Chris has presented lectures, conference papers and seminars at universities in North America, Europe and Australasia and has published several papers on trading and investment strategies. He has a BA in Mathematics from Oxford University and a Ph.D. in Finance from the University of Cambridge, where he is a Teaching Fellow. His book Hedge Fund of Funds – A Guide for Investors is published by Wiley. |
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Session X - Question Time with the Experts |
Alderman Sir David
Brewer CMG |
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Biography
Sir David Brewer is Senior Consultant, Asia, with International Financial Services, London. He is Chairman of their China Financial Services Committee, a joint-venture with the China-Britain Business Council, of which he is Honorary Treasurer. His career was with Sedgwick, now Marsh, for whom he is a Consultant. In 1976 he went to Tokyo to open the Sedgwick Group’s Japan office and lived there for three years. He set up the Group office in China in 1981 and obtained the first broker’s authorisation for Sedgwick in 1993. He is Vice President of the Great Britain-China Centre and a ‘Think London’ International Envoy for London. |
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Session X - Question Time with the Experts |
| Angela Knight CBE |
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Biography
Angela Knight. After leaving Bristol University with an honours degree in chemistry, Angela worked for the American industrial gas company Air Products Ltd. She was the product development manager for the application and sales of nitrogen as an inert carrier during the treatment of ferrous metal components. She went on to set up and was Chief Executive of a specialist contract heat treatment company treating precision engineering components - Cook & Knight Metallurgical Processors Ltd - and associated process plant manufacturing company. From 1987 to 1992 she was Councillor and Chief Whip on Sheffield City Council. She entered Parliament in 1992 as MP for Erewash and was Economic Secretary to the Treasury between 1995 and 1997, when she lost her seat at the General Election. She was the Chief Executive of the Association of Private Client Investment Managers and Stockbrokers from September 1997 to December 2006. She is currently the Chief Executive of the British Bankers Association. She is also a non-executive director on the boards of IFSL and Brewin Dolphin plc, the Financial Services Skills Council, and a trust member of the Port of London Authority. |
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Session X - Question Time with the Experts |
| Antony Littleton |
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Biography
Antony Littleton joined the City in 1972, working in the Discount Market. With a brief break between 1985-90 to work in stockbroking and eurobond origination, Antony remained in the money markets until 1997. In 1998 he joined APACS to advise the payments banks on plans upgraded securities settlement in CREST which took effect over four years. Now Antony is helping with plans to upgrade securities settlement in Europe (Euroclear Single Platform, T2S etc). He graduated from Durham University 1969-72. |
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Session X - Question Time with the Experts |
| Philippa Foster Back OBE |
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Biography
Philippa Foster Back OBE. Since taking a degree in Geography at University College London, Philippa has over 25 years of business experience. She began her career at Citibank NA before joining Bowater in their Corporate Treasury Department in 1979, leaving in 1988 as Group Treasurer. She was Group Finance Director at DG Gardner Group, a training organisation, prior to joining Thorn EMI in 1993 as Group Treasurer until 2000. In 2001 she was appointed Director of the Institute of Business Ethics. As Director of the Institute she is responsible for implementing strategy, leading the team and ensuring that the Institute meets its charitable aims, of raising awareness and spreading best practice in the field of business ethics. She has a number of external appointments, including at the Institute of Directors where she sits on the Board and the Professional Accreditation Committee; and is a Visiting Fellow at the Said Business School at Oxford for the Centre for Corporate Reputation. In 2002 she was appointed a Commissioner of the Public Works Loan Board. She is a Past President of the Association of Corporate Treasurers 1999-2000 and in 2006 was awarded the OBE for services to the Ministry of Defence where she was formerly a NED and Chair of the Defence Audit Committee. Her outside interests include the history and exploration of the Polar Regions; she is Chairman of the UK Antarctic Heritage Trust. |
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Session X - Question Time with the Experts |
| Andrew Hill |
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Biography
Andrew Hill has been City Editor of the Financial Times and editor of the daily Lombard column on British business and finance since September 2006. He has been an Assistant Editor of the FT since August 2003. Andrew was Financial Editor from June 2005, with overall responsibility for coverage of companies and markets. Prior to becoming Financial Editor, Andrew was the FT’s Comment & Analysis Editor, with responsibility for the paper’s opinion and features pages. From 1999 to 2003, he was the FT’s New York Bureau Chief. He joined the FT in 1988 and has also worked as foreign news editor, UK companies reporter and correspondent in Brussels and Milan. |
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Session X - Question Time with the Experts |
| Rainer Riess |
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Biography
Rainer Riess is Member of the Management Board of the Frankfurt Stock Exchange and Managing Director Cash Market Development at Deutsche Börse. He is responsible for sales, business development as well as issuer and investor markets of all cash market activities of Deutsche Börse AG, comprising of the electronic trading system Xetra® and the floor of the Frankfurt Stock Exchange. Currently, more than 250 member institutions from 18 countries use the Xetra system. Altogether, the cash market of Deutsche Börse comprises of more than 200,000 stocks, bonds, exchange-traded and actively managed funds, certificates and warrants.
His past experience within Deutsche Börse Group has included managing the Primary Markets department for all listing business, creating the Neuer Markt and shaping the development of the German and European equity market and its regulatory structure. He worked on several product innovations and introductions such as the Xetra trading system, the exchange-traded funds business (XTF® segment), the introduction of the Equity CCP and enhancements of the specialist trading functionalities. Rainer Riess holds a Masters of Arts in Economics from the Johann Wolfgang Goethe University in Frankfurt and a Master of Business Administration from the University of Miami. He is a former Fulbright scholar. |
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Session X - Question Time with the Experts |
| David Gauke MP |
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Biography
David Gauke MP has been an active member of the Conservative Party since 1993. After a year working as a Parliamentary researcher, he attended Chester College of Law before becoming a trainee solicitor. He qualified as a solicitor in 1997 and worked for a leading City firm until his election as MP for Hertfordshire South West on 5 May 2005. David is a member of the Procedures Select Committee and the Treasury Select Committee. |
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