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Corporate and finance division

  • Aligned to your market - we don't sell standard off-the-shelf training.  We'll work with you to understand your challenges and propose solutions to assist with long term growth, revenue generation and to meet your strategic goals.
  • With a strong background in finance, risk management, deal structuring and business, all our experts have worked in both client-facing and bank-facing roles.


A sample of our product portfolio>>

Meet some of our global team  

Martin Davies

I have more than 18 years' experience developing bespoke workflow and solutions for corporate/financial institutions in both strategic and processing areas of the business.  I have also worked with spot complex markets, including carbon commodities and investment bonds...more>>

Expertise: Counterparty risk - Collateral and MTM margining - Portfolio analytics - Credit risk - Treasury risk - Asset and liability management - Asset and liability management - Exposure hedging - Portfolio risk - End-to-end instrument knowledge - Global trade and supply chain finance - Credit origination, lending and regulatory compliance - Structured products - Basel I, II and III.

Sam Luft

A renowned consultant and financial trainer with over 30 years' diverse experience in asset allocation, I have extensive experience working with the private banking industry worldwide...more>>

Expertise: Wealth management and private banking - Investment analysis - Fund management - Structured products - Portfolio management - Hedging strategies - Global macro strategies.

Alexis Li

I have 28 years' experience in finance, with a rare blend of structured trading in private banking wealth management, combining experience in structuring, quantitiative research, fundamental analysis, institutional and wealth management investment and behavioural finance...more>>

Expertise: Private banking instruments - Investment analysis - Fund management - Derivatives instruments - Asset allocation - Portfolio management - Hedging strategies.

Ed Bodmer

I have played a key role in restructuring complex financial projects across Asia, the Middle East and Europe and have more than 28 years' experience in corporate finance, financial/valuation modelling, project finance, investment and credit...more>>

Expertise: Advanced financial and valuation modelling - Company valuation and DCF modelling - Investment cashflow and forecasting models - Advance project finance modelling - Private equity and LBO financing - Real option and Monte Carlo simulation - Corporate structuring and re-financing

Iris Mack

I am a former MIT professor and a former derivatives quant/trader with experience working in financial institutions in the US, London and Asia.  I earned a Harvard doctorate in applied mathematics and a London Business School MBA and now lecture on energy derivatives as part of the CQF...more>>

Expertise: Energy derivatives - Energy trading and risk management - Real options - Quantitative investments and high frequency trading.

Sean Ring

I am an industry expert in derivatives, covering all aspects of trading practices from valuation through to structuring.  I have on the ground experience trading and working with LIFFE, Eurex and many other trading houses and exchanges...more>>

Expertise: Global operations and operational risk - Alternative investments (commodities and managed futures in particular) - Electronic trading and market microstructure - Futures - Institutional sales trading - Prime services - Securities - Derivatives

Yusuf Amad

I am a professional trustee and training consultant teaching a range of topics in credit and risk management, investment manager selection and investments...more>>

Expertise: Investment management evaluation - Managed funds and fund selection - Assessment of economic and market conditions for investment - Alternative asset classes and their role in investment portfolios - Credit analysis and structuring for lending and counterparty transactions - Corporate finance and valuation

Rudy Wadhera

I am a specialist with 15 years' experience in corporate finance, valuation and strategic management of assets...more>>

Expertise: Real estate finance and investment - Real estate modelling - Corporate finance - Corporate restructuring - Company valuation