Trainers

 
Paul Carroll
James Clunie
Paul Darbyshire
Linda Doe
Walter Kraushaar
Bruce Lawrence
Ian Morley
Jacob Schmidt
Roy Zimmerhansl
 
 
Paul Carroll
 
Paul Carroll is an independent consultant specialising in securities financing. Between 1987 and 1999, after two years in Settlements, Paul worked on the Repo Desk at Morgan Stanley in New York, becoming Vice President in 1995. In this position, he traded Governments, Agencies, Mortgages and Corporates, both GC and specials. A public speaking mentor with Toastmasters International, Paul is their current champion in Impromptu Speaking for the UK and Ireland.
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James Clunie
 
James works at Scottish Widows Investment Partnership, where he manages a UK equity long-short fund and a long-only fund. Previously, James was at the University of Edinburgh for four years, conducting research into stock lending and short-selling. He also set up and ran their Masters programme in Finance and Investment. Prior to this, James worked at Murray Johnstone International, where he was Head of Asset Allocation, and at Aberdeen Asset Management, where he was Head of Global Equities. James graduated with a BSc (Hons) in Mathematics and Statistics and a PhD in Indirect Short-selling Constraints, both from the University of Edinburgh. He is also a Chartered Financial Analyst.
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Paul Darbyshire
 
Paul has provided major banks, financial institutions, corporations and governement departments with consultancy on aspects of financial product design, new financial innovations, risk management and software engineering. He also taught numerous public and in-house training courses, including risk management, credit derivatives , commodities markets, bonds and fixed income, derivatives and quantitative analysis. He also guest lectures at many top Universities and Business Schools around the world.
Paul is currently involved in the design, development and implementation of dynamic portfolio optimisation models and innovative investment strategies for several private equity clients and hedge funds.
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Linda Doe
 
Linda has worked with a wide range of public and private sector businesses to develop their people, inspire their leaders and to manage change. Her clients have included Disney, BP, Merrill Lynch and the NHS, local government and the Civil Service; individual entrepreneurs, creative and other SME?s and professional firms. She has carried out significant research into home working and has applied her knowledge to support new ways of working. She has contributed to ?Wisework?, broadcast on Radio4, and has written for various publications. She works as an expert witness and has specialist skills in relation to mental health and rehabilitation back to work. Linda began her working life in the NHS in the clinical side of psychology; she joined the public sector as a service manager, then a project manager in the NHS. She has a long-standing interest and involvement in Jungian psychology, mindfulness and the yogic tradition.
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Walter Kraushaar
 
Former managing director and former owner of FinTuition Ltd, Walter Kraushaar was global co-head of Short-Term Products Principal Trading and managing director at Dresdner Kleinwort Wasserstein until 2005. There he was responsible for expanding the bank's Securities Financing and Prime Brokerage business. He joined DrKW in 1998 as head of Equity Finance and product head for Prime Brokerage, including stock lending and borrowing, equity repo, equity swaps and CFDs. Between 1996 and 1998, he held managerial positions in the areas of securities lending and equity finance at Deutsche Morgan Grenfell in London and at Sal Oppenheim Jr & Cie in Frankfurt. He studied at the Frankfurt Academy of Banking and started his professional career in 1992 at Deutsche Bank, Frankfurt. Walter is a member of the German Repo/Securities Lending Committee (ACI). He is now managing director and head of short-term products at Dekabank, is set to become head of securities finance at Maple Bank from 1st October 2010.
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Bruce Lawrence
 
Bruce Lawrence, has over 35 year?s securities industry experience, provides consultancy, training and technical assistance principally focused at the securities servicing arena and the development of the capital markets infrastructure of Emerging Markets. He has consulted on the full spectrum of securities markets instruments (debt, equity & derivatives), Corporate Governance, Operational Risk, Custody Clearing & Settlement, Fund Management & Administration and assisted in the creation and further development of Central Securities Depositories (CSD?s) and Stock Exchanges. He has held the position of Managing Director of Zenith Pensions Custodian Limited in Lagos, Director of Credit Suisse First Boston in Moscow, The Chase Manhattan Bank in Moscow and London and for JP Morgan, London. Bruce is a highly regarded trainer and presenter and had delivered both in-house and public training courses in many different locations around the world.
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Ian Morley
 
Ian Morley is Chairman of Corazon Capital Limited, an Asset Management Company and Director of Dawnay Day Quantum. He was formerly Head of Derivatives and Quantitative Fund Management at AIB Govett, Managing Director of Rudolf Wolff Fund Management and European Director of Managed Futures at Lehman Brothers. Ian was the founding Chairman of The Alternative Investment Management Association (AIMA). He has advised the Bank of England, the Central Bank of Ireland, the OECD, the EU, the FSA and other international institutions about the Hedge Fund industry. Ian graduated with a BSc Economics (Hons) from the LSE. He appears regularly on television, radio and conferences throughout the world and his articles are frequently published in leading financial journals. His hobbies include marathon running, weight training, dancing, boating, football, philanthropy and community theatre. He lives in London with a dog, cat and sometimes his children.
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Jacob Schmidt
 
Jacob H. Schmidt, CEO of Schmidt Research Partners, a London based FSA regulated firm, is an international financial markets expert and global hedge fund consultant, having worked in global financial markets for over 17 years. Author of Credit Risk and Credit Derivatives (2000), and several articles on hedge funds. Jacob's background is in proprietary trading & investment and hedge fund management (Creditanstalt-Bankverein, Vienna, 1990-1994), emerging markets sales and marketing (Citibank, London, 1994-1996) and derivatives / structured products (DLJ, London, 1996-1998). He set up SFP-International Limited, a training and consulting firm, in 1998. Adjunct Professor of Derivatives and Investments at the American Webster University since 1999, he is the co-founder and former director of Allenbridge Hedgeinfo (2000 - 2005), a global hedge fund rating firm. Jacob developed the firm's rating methodology in 1999/2000. Jacob read law at the University of Graz, Austria, and economics at the University of Business Administration and Economics, Vienna, Austria. Multilingual and a nine-times Marathon runner, he is a regular speaker at hedge fund conferences, capital markets seminars in Europe, the US and Asia and a regular guest on on Bloomberg UK and Germany, CNBC, CNN and other programs.
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Roy Zimmerhansl
 
Roy Zimmerhansl is the owner of FinTuition as well as Zimmerhansl Consulting Services. During almost 30 years in the securities industry, Roy has held senior positions across a variety of market leading organisations including proprietary trading firms, prime brokers, custodian banks and a central depository. A recognised securities lending industry commentator, he is a regular contributor to a wide range of publications. He is the author of Stock Lending Today, the securities lending blog. Roy's consulting business advises firms on strategic planning, business structuring and marketing for the securities finance business, and has developed a specific niche in the growing ETF financing area.
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