Equity Training Classes

Eveline Varin Eveline Varin CEO Eveline, CEO, Consumer and Retail Analyst, worked at Morgan Stanley and Dresdner Kleinwort Wasserstein as an equity research analyst.

ESG Training

Eveline Varin Eveline Varin CEO Eveline, CEO, Consumer and Retail Analyst, worked at Morgan Stanley and Dresdner Kleinwort Wasserstein as an equity research analyst.

Forensic Accounting

Stephen Clapham Stephen Clapham Founder Steve has some 30 years of analytical experience, having started as a sell-side analyst at the time of Big Bang. He was consistently rated in the top 10 in Extel, II and similar surveys, before moving to Toscafund in 2005. He has been a partner and head of research at two multibillion hedge funds and has wide experience of a range of sectors and markets

Behavioural Analysis

ESG & Blue Economy Finance

Sophie Biro Sophie Biro CEO Sophie is a strategist specialising in the Blue Economy, with over 25 years of experience in investment banking across London, Hong Kong, and Paris. She is the founder and CEO of Adelwise, and serves on the advisory boards of the UN Global Compact Ocean Investment Protocol, the French Coastal Agency, and various financial institutions. Sophie has held top-ranking roles in equity and quantitative strategy at Credit Suisse, ING Barings, and Société Générale, and later led ESG-focused digital transformation projects at BNP Paribas. She holds an MSc in Computing Science from Imperial College London, a CFA ESG certification, and completed Cambridge’s sustainable finance course. Personally committed to marine conservation, she founded SeaGeneration, an NGO supporting environmental protection in Boracay, Philippines.

How to Analyse a Bank

Marc Rubinstein Marc Rubinstein Managing Partner Marc is a former sell-side banks analyst and hedge fund manager with deep expertise in the financial sector. He spent 12 years on the sell-side, where he was consistently highly rated and served as Managing Director, leading the European Banks Research team at Credit Suisse until 2006. Following his tenure at Credit Suisse, Marc joined Lansdowne Partners, where he spent a decade as a Senior Analyst and Portfolio Manager on the award-winning Lansdowne Global Financials Fund. With extensive experience on both sides of the market, Marc understands the bandwidth constraints that fund managers face when conducting thorough due diligence on investment ideas.

Behavioural Finance

Herman Brodie Herman Brodie Founder & Managing Director Herman is founder and Managing Director, has been educating and advising the world’s leading financial institutions on behavioural finance and its applications for the past 20 years. A graduate of the University of Manchester, he previously spent a decade in investment banking roles in London, Paris and Frankfurt. He is co-author of The Trust Mandate – a book that demonstrates how behavioural insights can provide practical solutions to one of investment firms’ primary challenges: raising and retaining assets. He is also co-author and lecturer of the investment course, A Practical History of Financial Markets, and international faculty member of the Portfolio Construction Forum

Technical Analysis

Ron William Ron William CIO & Global Tactical Strategist Ron is a Global Multi-Asset Tactical Strategist, with +20 years of experience, founder of RWA, an award-winning macro-tactical research advisory firm, to a wide range of financial institutions, producing differentiated alpha, insightful idea generation, using behavioural sentiment, driven by cycles and proprietary market timing models. He is also a Behavioural Finance Expert, Trading Psychologist & Performance Coach. He uses latest techniques in behavioural / risk assessment modelling, peak-performance, neuro/ body science and stress response management (SRM), including mindfulness & coherence training; supported by his market strategies.

Macro Investment Education

François Trahan François Trahan President François is an economist by training with a master’s degree in finance and econometrics. He is widely praised for his differentiated insights into the drivers and dynamics of the marketplace and his unique understanding of the business cycle. In 2016, François was inducted into the Institutional Investor All-America Research Team Hall of Fame after placing first in Portfolio Strategy for ten of the past 12 years. He has also ranked for Quantitative Strategy. He is currently the founding partner of Trahan Macro Research and the Center for the Macro Specialist Designation. Previously he was a Managing Director at UBS where he led the US Portfolio Strategy effort, and prior to that he was a founder and managing partner of Cornerstone Macro. Previously he was Vice Chairman of Wolfe Trahan & Co., Chief Investment Strategist at International Strategy and Investment Group (ISI), and the Chief Investment Strategist for Bear Stearns & Co. Earlier, he worked for Ned Davis Research and the Bank Credit Analyst Research Group. François received undergraduate and graduate degrees in Economics from the University of Montreal. He is the co-author of “The Era of Uncertainty: Global Investment Strategies for Inflation, Deflation, and the Middle Ground.”