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Work Background
The Ivey Academy - Executive Education - Ivey Business SchoolExecutive Coach
Oct. 2019Ontario, CanadaIvey executive coaches contribute as professional partners in The Ivey Academy’s executive education programs and Ivey’s degree programs, in addition to their work with Canadian business executives. Ivey Academy coaches can be dropped into any team, organization, or situation and elevate performance.
BetterUpExecutive and Team coach
Jun. 2019Executive and team coaching focused on Technology, Financial Services, Advisory and Science.
ClearMacroHead of Research & Consultant
Mar. 2017 - Nov. 2018A wealth tech company focused on helping clients generate superior investment returns through providing cloud based systematic and semi-systematic models and portfolio generating software. I screened for the most relevant data, as well as providing ongoing advice about how to design and utilize the indicators in order to minimize persistent behavioural biases in investment decision making.
IPM Strategic ResearchExecutive coach and strategist
Apr. 2016Executive coaching and strategy consulting. We use adult development models to help leaders reach their full potential and innovate profitably.
BCA ResearchSenior Vice President and Chief Strategist
Jan. 2006 - Dec. 2016Montreal, Canada AreaA constant process of change management during which I developed the European Investment Strategy, and Asset Allocation franchises enabling rapid growth through top quality analytical research, nurturing client relationships and ongoing marketing campaigns.
Medley Global AdvisorsManaging Director
Jan. 2003 - Dec. 2006Greater New York City AreaDeveloping client relationships, refocusing the products to the needs of the asset management community, as well as assuming responsibility for a book of business that grew on a consistent basis. Delivering addresses at conferences including expert testimony to a U.S. Senate committee.
Friends Ivory and Sime (Asset Management)Chief Strategist
Jan. 2000 - Dec. 2002London, United KingdomBuilding a new asset allocation from scratch through a time of rapid organizational change, successfully managing equity, fixed income and currency assets, as well as acting as the public face of the leadership drive into the retail markets.
BNP ParibasAsian, European, and Emerging Market Strategist
Jan. 1995 - Dec. 2000London, United KingdomStarted as the Asian equity strategist, before amalgamating the Asian, Eastern European, African and Latin American products to create an emerging markets equity product when Paribas and BNP amalgamated. Subsequently assumed responsibility for the European equity strategy achieving top rankings in the most important surveys.
HSBC Global Asset ManagementHead of Research/Managing Director
Jan. 1990 - Dec. 1995Hong Kong and LondonAmalgamated three different investment processes after the merger of the various asset management companies in the HSBC group. Introduced quantitative rigour to the asset allocation process and collaborated with executives among the various business units to build a more transparent and accountable process that led to sustained outperformance.
GT Management Asia (Asset management)Economist
Jan. 1987 - Dec. 1990Hong KongMacro research, currency hedging management, marketing and productive development in introducing European and US investors for the first time to the Asian financial markets.
NedbankGroup economist
Jan. 1981 - Dec. 1986Johannesburg
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