上海凯文斯投资管理有限公司 (FMT) September 2014 - at PresentEstablished in the Shanghai Pilot FTZ as the base for FMT and its activities in China.
Professor and financial markets practitioner
Xi'an Jiaotong - Liverpool University April 2013 - at PresentProgramme Director of the MSc Investment Management (IM), which has been recognised by CFA Institute and prepares its candidates for a career in the financial markets. Teach modules in fixed income and equity markets (cash and derivatives) and portfolio management and run our investment seminars in Foreign Exchange (FX), interest rate (IR) risk and credit risk management. Also act as academic adviser to all MSc IM candidates and assist them in finding fixed-term internships and employment on graduation.
Director, IBSS Financial Lab and Trading Floor, which was built in conjunction with our corporate partner, Thomson Reuters. The financial lab, the first at a university in China, is used extensively in the MSc IM to give our students a very applied and innovative approach to learning and research in the financial markets, where we cover both the China market and major international markets.
Financial Markets Training (FMT) January 2013 - at PresentFMT is comprised of a growing number of persons all of whom have significant industry and teaching experience. We offer financial markets training, consultancy and applied research in all asset classes from FX to money market to bonds to equities and commodities plus financial markets operations.
We are active in North America, Europe and Asia but specialise on organisations that operate in both the UK and China. Our programmes and related work are mostly "best international practice" and in English but we are expanding our activity in China and developing the capability for delivery in Mandarin as well.
We are pleased to note (June 2014) that FMT is now a participant in the CFA Institute Approved Provider Programme (APP). I have held the CFA Charter since 1987 and am pleased to continue my association with CFA Institute in this regard.
Master of International Public Policy (MIPP)
SAIS, Johns Hopkins University
1995 - 1996
(1 year) Emilia-Romagna
Charterred Financial Analyst (CFA)
1984 - 1987
(3 years) Virginia
Fellow of the Institute of Canandian Bankers (FICB)
Institute of Canadian Bankers
1980 - 1986
(6 years) Ontario
Master of Business Administration (MBA)
University of Toronto
1982 - 1984
(2 years) Ontario
Honours Bachelor of Arts (HBA)
University of Toronto
1975 - 1980
(5 years) Ontario