The Matrix Organisation Associates
Paul has had a 30 year international career as an equities investment manager and financial markets trainer specialising in fund management, equity markets, private banking and hedge funds.
ASIP & Member of CFA Institute
Paul started his Investment Management career at Royal Insurance in 1983. Following successful completion of the Society of Investment Analysts Associateship, Paul joined the small team managing Royal’s in-house long term UK Equity portfolios. In 1990, following the lifting of exchange controls in Stockholm, he joined the Swedish insurer Trygg-Hansa’s London start-up operation to manage its UK Equity exposure.
In 1994 Paul moved into the Private Client arena, as part of the Investment Unit of Lloyds Private Banking & over a two year period diversified away from an exclusive analytical/Fund Management role to incorporate an extensive presentational package on the Bank’s investment strategy delivered ‘on the road’ to its network of offices around the country.
In 1996 Paul took the opportunity offered by the Bermuda-domiciled Bank of Butterfield to head up the global Equity research effort in London in support of the Bank’s (offshore) private client base.
While his freelance financial training commitments grew, Paul had a spell with an international high-risk security company analysing the operations of quoted oil & mining corporates worldwide. In 2000 Paul moved into full time training with DC Gardner, the in-house tailored training arm of Euromoney Institutional Investor, specialising in Fund Management, Equity Markets, Private Banking & Hedge Funds.
Finally, in 2004 he set up his own company, Chadley House Training Limited, structured to work with existing training providers in the market place. The business has grown & diversified the Client base, establishing fresh local relationships with providers in the Middle East & West Africa. Clients trained include Citigroup (London, Poland, Turkey, Russia, South Africa), Man Investments (London, Switzerland), Axa Investment Managers (London), Barclays Global Investors (London), Brevan Howard (London), HSBC (Guernsey), Renaissance Capital (London, Russia).
Deborah specialises in financial management and technical training for all levels. She has given in-house courses for organisations such as The Bank of England, Morgan Stanley, IBM and Merrill Lynch.
Deborah Morton-Dare is a lecturer specialising in financial management and technical training for all levels from beginners to advanced. She presents a comprehensive programme of courses to a diverse range of corporate clients and financial institutions. She specialises in making complex technical subjects comprehensible. She is also involved with syallbus development and content for professional exam for the Investor Relations Society, part writing both the study guide and questions.
Lecturing on courses has been both in-house for organisations such as The Bank of England, Morgan Stanley, IBM and Merrill Lynch, and for public courses for training organisations such as the Investor Relations Society, ACCA, Association of Corporate Treasurers and Westminster Council. Assessments from all courses that Deborah has presented have consistently been of a high standard with comments on how the subject has been communicated in a clear, understandable way and how the courses have been very enjoyable and of tremendous benefit to the participants.
Deborah has been published with both the Investor Relations Study guide and the Financial Times publication, ‘ Mastering Derivatives Markets’, where Deborah was the author of the chapter First Principles of Accounting for Derivatives.
Deborah qualified as a Chartered Accountant with Arthur Young and then worked in Corporate Finance gaining wide ranging experience in a variety of corporates and financial institutions. She worked as an adviser and financial consultant to companies assisting them in raising finance and structuring.
Mike is a specialist in the field of financial services operations and has delivered over 850 training courses to investment banks, fund managers, asset managers, management consultants, central securities depositories, custodians, software companies and data vendors. He particularly emphasizes risks within operations and associated controls.
Mike Simmons is a specialist in the field of financial services operations. Mike has been involved with the capital markets and operations throughout his career, focusing originally upon securities operations and more recently on collateral management, OTC derivatives and syndicated lending.
During his career within stockbroking firms and within a major international investment bank (S.G. Warburg and Warburg Securities), Mike gained hands-on experience of and day-to-day management responsibility for many operational areas (including debt, money markets and equity), and for various operations functions across both domestic and international markets.
Running concurrently with Mike’s interests in training, he has spent a number of years as a senior business analyst, involving the assessment of business requirements of asset managers, investment banks and retail banks in the UK, US and mainland Europe. He has also been involved with the offshoring of operations functions to India, and the assessment of risk in operations and the implementation of controls (re the Sarbanes Oxley act) for a major European investment bank.
Since 1995, he has been writing and delivering training programs to audiences of mixed vocation and experience, including operations staff, front-office personnel and I.T. professionals. Training programmes have been delivered in the UK, US, Denmark, Germany, Belgium, Irish Republic, The Netherlands, Switzerland, UAE, Qatar, Japan, India (four locations), Australia, Singapore, Hong Kong and Russia.
Such programs include corporate actions (fundamental and advanced), securities operations (incorporating the trade lifecycle), collateral management, credit default swaps post trade processing, variance swaps post trade processing, loan syndication (primary & secondary markets), clearing & settlement, fails & fails management, end-to-end process flow, risks & controls in operations, operations involvement in projects, asset management operations and investment banking operations.
Mike has delivered over 850 training courses to investment banks, fund managers, asset managers, management consultants, central securities depositories, custodians, software companies and data vendors. A particular feature of Mike’s courses is the emphasis placed on risks within operations, and the associated controls.
Mike is the author of two books:
- Securities Operations; a Guide to Trade and Position Management*, and
- Corporate Actions; a Guide to Securities Event Management**.
published by John Wiley & Sons. (Note; at the time of writing, a third book ‘Collateral Management: a Guide to Mitigating Counterparty Risk’ is in course of preparation).
Mike is a presenter of a number of topics at the annual Operations Certificate Programme run by the International Capital Market Association (ICMA). Mike’s Securities Operations book is required pre-course reading for this programme.
John is a trainer and international author on corporate governance, risk management and the impact of regulatory and compliance issues on the delivery of corporate services and cyber crime.
Managing Director – LHS Business Control
Dr Mitchell is an international authority on corporate governance, risk management, the impact of regulatory and compliance issues on the delivery of corporate services and cyber crime. He has presented papers on these subjects at many international conferences and holds ISACA’s prestigious John Kuyers’ award for best conference contributor.
He runs regular seminars on corporate governance & assurance, risk management, control self assessment, the problems associated with the development and provision of computer systems and the detection and prosecution of corporate fraud.
He is a Chartered Engineer, Chartered Information Technology Professional, a Certified Fraud Examiner, a Certified Information Systems Auditor and is Certified in the Governance of Enterprise IT John is a Fellow of the Institute of Internal Auditors (UK) and a Fellow of the British Computer Society where he is a member of its governing Council. He is also chair of the Audit Committee of ISACA’s London Chapter.
He has over 30 years practical control experience and an international reputation for advising organisations on their governance strategies and associated methodologies. This is coupled with a strong academic background, which includes research, extensive publications and teaching at the post-graduate level.
John has been an expert adviser in a number of UK commercial and criminal cases and has been featured in a major British computing publication as the ‘IT Detective’.
His doctorate in risk analysis techniques was awarded by City University, London, England. His MBA in financial control was awarded, with distinction, by Middlesex University, England.
Sue is a teacher and coach, a management consultant and a University Lecturer. She specializes in organisational change and is an industry advisor. Sue has held many senior commercial roles and her client base extends over many major corporations and she has worked on every continent (except Antarctica).
Sue Cooper helps Bankers and Managers to change their businesses and to change themselves.
She has extensive senior management experience in blue-chip companies, broad business consultancy, organisation development, change management, teaching and coaching skills and an exceptionally impactful approach.
She works as a teacher and coach of managers, a University Lecturer, an organisational change consultant and industry adviser. Her client base extends over many major corporations and she has worked on every continent (except Antarctica). Sue spent her corporate career in Tesco and Kingfisher at a time of profound change and rapid growth in each company.
She performed senior commercial roles as a Trading Director, responsible for a budget of £300m and a large commercial team. She made a major contribution to the Woolworths recovery drive which doubled company profit within 3 years. She also undertook major strategic change programmes as Organisation Development Manager, Change Programme Controller and Head of Business Strategy.
Sue has a MA from Cambridge University, a Foundation Certificate in Psychotherapy and Counselling and is a member of the Institute of Transactional Analysis. She is qualified to administer a variety of psychological instruments including the Myers Briggs Type Indicator.
Morris is a high-impact teacher and coach who works with Bankers and Financial Managers his approach reflects his extensive experience leading teams and driving change, his breadth of business insights and financial skills from a career in banking and treasury roles and a coaching and mentoring approach gained from studies in psychology and counselling.
Morris Grossfeld is a high-impact teacher and coach who works with Bankers and Financial Managers at all levels to drive business and personal performance.
His teaching approach is a powerful combination of three strong elements: his own extensive experience of leading teams and driving change, gained from senior management roles; his breadth of business insight and financial skills, gained from his Banking and Treasury roles across many business sectors; and a coaching and mentoring approach gained from his studies in psychology and counselling and experience as a performance coach.
Morris brings 24 years of corporate banking and treasury experience to his work as a trainer. He began his banking career at Chemical Bank in New York and Frankfurt, rising to become Chemical’s Head of Eastern Europe. He then moved to Mobil Oil Corporation, working in corporate treasury and tax, and became head of Mobil’s overseas banking relationships and inter-company lending. Morris was sent to London as Corporate Treasurer of Mobil Oil Company Ltd., responsible for treasury, insurance and customer credit, and 22 executives. He then became Treasurer for Northern Europe.
Morris was Group Treasurer of Forte PLC for 8 years and Group Treasurer of The Thomas Cook Group for 3 years, managing a team of 55 treasury and trading professionals. Thomas Cook’s treasury turnover was $20 billion and treasury profit $24 million annually. He was also responsible for the training and development of all Treasury staff, as well as for developing and maintaining extensive bank relationships world-wide.
For the last 14 years he has worked as a trainer, coach and consultant across a breadth of business sectors. He is as comfortable in the boardroom as teaching frontline operators how to use the numbers to persuade their bosses.
Morris has a B.A. in International Affairs from Yale University, an M.A. from The Fletcher School of Law and Diplomacy (Tufts and Harvard Universities) in International Economics. He is a guest lecturer at The City University Business School and Cambridge University, has a Diploma in Counselling and is licensed to use the MBTI.