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Speakers
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Whilst the course addresses serious and important topics, Introducing the City is designed to be fun as well as informative. Our speakers actively encourage audience participation and your questions are critical to the learning process. Don't be afraid to ask questions of the experts including:
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COURSE DIRECTOR
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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 London.
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FACULTY
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Crispin Latymer
joined Cazenove in 2000. He is a Director (Head of Portfolio Management and Financial Planning) providing independent financial and investment advice across a broad range of structures and asset classes. Crispin joined from Coutts & Co. (1986-1999) where he was head of international private banking and member of the Group Executive Committee. He was previously at Paine Webber, Bankers Trust and EF Hutton (1978-1986) where he specialised in foreign exchange, the money markets and commodity trading respectively. He has a total of 26 years private client and investment experience.
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Dr Chris Jones is the Chief Investment Officer for Key Asset Management. Chris has been investing in hedge funds in a professional capacity for 11 years, previously heading up the hedge fund effort at Io Investors. 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 Visiting Associate and occasional Lecturer.
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Paul Temperton is a highly respected economist who has extensive experience in the financial markets. His career started at the Bank of England's Monetary Policy Group and he then moved on to Merrill Lynch where he was First Vice President and Director of European Economic and Fixed Income Research. He has written or edited seven books on economics and financial markets.
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David Wilson has been finance director of Price Forbes, a Lloyd's Broker, since April 2005. Prior to joining Price Forbes David provided training, consulting and professional accounting services to a number of 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.
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Steve Wish has been Regional Head of Operational Risk at Standard Chartered Bank since 2005. He is been involved in International Banking for a number of organisations for over 20 years, working in a variety of roles including sales, process reengineering and change management. He ran a Training Division of Risk Management specialising in Trade Finance, and has delivered Operations and technical product training all over the world. It is this end to end knowledge of banking products that is being used in his Operational Risk role.
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Kim Yates is a specialist in search in the Asset Management industry. She joined Principal Search from InterSec Research, where she was responsible for the London based global consulting business working with leading asset management firms on their international business development strategies. Previously she was a Director of Fleming Investment Management and headed the International Institutional Business Development team. Kim has also worked as Institutional Marketing Manager for GT Management both in London and Paris.
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Andrew Simpson has spent the last 10 years as a consultant in London and has 15 years management experience gained in both Financial Services as well as the Media industry. Andrew's experience includes programme management as well as a wide variety of advisory work, strategic change management and operational management. Andrew started working with MIFID in January 2005 whilst at the FSA where he provided consulting advice to the FSA's MiFID policy team as well as managing the implementation of the new Transactions Reporting System and examining the strategic impact of Real-Time Market Monitoring, from where the concept of Trade Data Monitors originated. Since then he has continued to manage a number of programmes for market participants including an investment banks' Best Execution implementation and is currently the interim COO of virt-x, the UK exchange for Swiss bluechip securities. In addition Andrew has recently published several whitepapers sponsored by Equiduct (one of the new regulated markets offering pan-EU services) covering Market Transparency, The Liquid List of EU shares and Creating Best Execution Policies.
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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 is currently the Chief Executive of the Association of Private Client Investment Managers and Stockbrokers and is due to become the Chief Executive Designate of the British Bankers Association in November, at which point she will be leaving APCIMS. She is also a non-executive director on the boards of LogicaCMG, Lloyds TSB and Scottish Widows and IFSL, and a trust member of the Port of London Authority.
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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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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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Matthew Wall MA CFA MSI is one of the City’s leading capital markets training consultants. He focuses on equity and credit derivatives, and has worked with front, middle and back office staff across the leading sellside and buyside institutions in London, Europe and New York. Recent assignments have included introducing several long-only buyside institutions to how they can profitably use equity options, CDS and CDOs to enhance performance, and working with major sellside houses on how their cash desks can offer derivatives to such clients. Prior to his career as a consultant, Matt worked in Corporate and Investment Banking at Barclays, SG Securities and Nomura International. His experience is predominantly in the capital markets, structuring debt and equity issuance and derivatives strategies for European corporates and governments, as well as corporate finance advisory work. His particular area of expertise is Convertible Bonds, giving him broad experience across investment banking, fixed income, equity, equity derivatives and CDS markets. Matt is a graduate of Oxford University, a Member of the Securities & Investment Institute and a CFA charter holder.
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Cassim Mangerah is a specialist in the Energy industry. He is currently Manager of the Gas Portfolio at Centrica Energy and is primarily responsible for the Risk Management of Centrica Energy's Gas and Oil positions. He joined Centrica in 2004 having previously worked as a Power Trader for a number of US Energy Companies, including Enron, Williams and AES. He is also a qualified Chartered Account, having worked for KPMG's Financial Business unit.
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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. The Institute undertakes six key activities: advisory work with companies; events; research and publications; training; education through university academics; and advocacy work in the wider business context. 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 the Association of Corporate Treasurers, where she was President from 1999 to 2000. In 2002 she was appointed a Commissioner of the Public Works Loan Board. In 2006 she 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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