Description
London, IFM -an industry sponsored nonprofit education foundation Develop and deliver professional development initiatives in listed/OTC securities & derivatives to member firms of Futures Industry Association (FIA) as employee of FIA/IFM. Synthesize expertise in finance, statistics, equities, fixed-income, foreign exchange and derivatives to develop a curriculum, and provide comprehensible training that meets customer needs. Expanded IFM's offerings beyond Series 3 education by designing, creating, and delivering many new 1 & 2 day professional development courses including credit derivatives, cleared swaps, and a 3 day bond futures basis sequence. Developed and delivered recurring custom programs for exchanges including CME Group, Eurex, and OCC. Secured engagement with DTCC to create treasury futures basis course that covered basis relationships, cheapest-to- deliver (CTD) analysis, gross basis, net basis, implied repo rates (IRR), switches/inflection points in CTD, volatility analysis, and evaluating delivery options embedded in futures basis. Enhanced senior staff understanding of credit derivatives products by producing two-day industry course on CDO's, CDS, TRS, Spread DV01 vs IR DV01, synthetic corporate notes, credit indices, and n of m to default baskets. Delivered multiple training programs at all four CFTC offices including courses that enhance trial attorneys' understanding of how and why companies use derivative instruments. Created Three day Sequence for fixed income basis: Treasury Futures Basis properties of the fixed income future contract inherited from the CTD security, who moved my hedge ratio and cheap/rich pricing metrics. Enabled firms to meet Dodd-Frank requirements including NFA registration by creating and delivering two-day lecture that prepares financial professionals for Series 3 exam. Understanding the specific requirements of Title VII. New Delhi Mumbai and Istanbul. Launched program on trading sovereign interest rate spreads using listed derivatives for Eurex and Goldman Sachs involving sovereign yield curve strategies in Sao Paulo and Rio de Janeiro. Delivered hundreds of advanced option hedging lectures for financial professionals/portfolio managers in more than 20 countries. Provided derivative market education to Fidelity Investments staff in three U.S. states China Foreign Exchange
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