Experience

GB Dragon Ltd

• United Kingdom
• Capital Markets
• 1 - 100 Employee

• Co-CEO

  • Jun 2021 - Present

  United Kingdom Services in China's international capital markets



Adversity Management, LLC

• CEO

  • Jan 2018 - Present

  Greater New York City Area Boutique finance consultancy focusing on non-traditional risk management approaches



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• Specialist Master

  • Jan 2014 - Dec 2017

  Greater New York City Area Over my time at Deloitte I continued to develop in-depth expertise in risk management, covering general governance, policies and procedures, and specifically model risk and portfolio management. I also specialized in the valuation of difficult-to-value securities, where I designed bespoke heuristic solutions. For two years at Deloitte I also had training responsibilities, and I engineered a major redesign of a significant business simulation.



TheBeastApps

• Senior Advisor

  • Apr 2013 - Dec 2013

  New York (TheBeastApps is the new name for VCM Partners.) I designed derivatives compression and futurization systems for our clients - including everything from the process, the look-and-feel, new calculators, algorithms, to provisional patents, presentations, etc.



Vyapar Capital Market Partners

• United States
• Investment Banking
• 1 - 100 Employee

• Senior Vice President, then Partner

  • Jul 2007 - Mar 2013

  I was brought in to develop a real estate derivatives business. I ended up at the heart of Vyapar's e-commerce business, designing the specs for and running some of their major electronic platforms. On the way I wrote research newsletters on coal and energy, and catastrophe derivatives while writing all the firm's presentation materials. In addition, I wrote regulatory submissions, first drafts of patents, etc. Products involved with: Swaps, swaptions, bonds, inflation derivatives… Show more I was brought in to develop a real estate derivatives business. I ended up at the heart of Vyapar's e-commerce business, designing the specs for and running some of their major electronic platforms. On the way I wrote research newsletters on coal and energy, and catastrophe derivatives while writing all the firm's presentation materials. In addition, I wrote regulatory submissions, first drafts of patents, etc. Products involved with: Swaps, swaptions, bonds, inflation derivatives, CDSs, weather derivatives, catastrophe derivatives, carbon credits, coal, real estate derivatives. Show less



NYHTC/HANY Pension Fund

• Chief Investment Officer

  • 2003 - 2005

  New York I managed a small (<$1bn) Taft-Hartley DB fund. During my time there I moved the fund into real estate investments and designed a measure for shortfall risk to go beyond the mere actuarial (first-order) analysis. Assets included fixed-income, equities and real estate.



Morgan Stanley Asia

• United Kingdom
• Investment Banking
• 1 - 100 Employee

• VP

  • 2000 - 2002

  Hong Kong Risk manager/Product manager for Private Wealth Management Division - responsible for margin lending decisions (no losses), product marketing of structured products (completely overhauled the marketing process through the use of client-focused analyses), and the setting up and running of a bond execution desk (which became instantly profitable). Products:equities, convertible bonds, fixed income bonds, derivatives, structured notes.



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• VP

  • 1994 - 2000

  London/New York I was the best all-round capital markets educator on Wall Street, both from a delivery standpoint - phenomenal presentation skills, and range of products offered - all major and most minor products and derivatives thereon, and associated analytical techniques. Products: fixed income bonds, asset-backed securities, floating-rate notes, convertible bonds, equities, foreign exchange, commodities, and options, futures and swaps on almost all of these.


Goldman Sachs
• United States
• Financial Services
• 700 & Above Employee
• Associate

  • 1984 - 1987