Adrian has designed and delivered programs throughout the world in areas including asset management, equity and fixed income valuation, capital and risk management and
value creation.

Examples of his recent training and development assignments include:

• Designing and delivering graduate programs for other investment banks.  A global investment bank wanted to run a program for graduates who would be working in very different business areas.  He designed a program that met the specific needs of each business area while ensuring the program was cost effective.  To do this he worked with each business area to agree the areas common to all graduates - this constituted the core program. He then designed specific track programs to meet the specific needs of each area.
• Working with the Chief Investment Officer and heads of desk to establish an agreed investment process and also helping a client establish a common approach to sector specific valuation approaches.
• Developing and delivering programs on evaluating alternative portfolio management approaches, equity valuation techniques and enterprise modelling.
• Designing and delivering programs on risk identification and management, and establishing a risk culture.
• Developing and delivering programs to help people interpret economic information to generate profitable trading and investment strategies.

Before moving into training, Adrian was a fund manager with Royal London Asset Management, initially working on the US desk and then covering the Far East market.  Adrian is also a Chartered Certified Accountant.

Troy began her compliance career at Standard Chartered Bank Dubai in 2005, where she was responsible for compliance risk monitoring for Retail and Wholesale banking. She participated in working groups for a number of key International Banking initiatives, including an evaluation to ensure that products met the FSA requirements for Treating Customers Fairly, and the development of country guidelines for the sale and marketing of products cross border. 

As Head of Compliance for Standard Chartered Private Bank Troy was responsible for revising and enhancing Group Codes and Standards, forms and client documentation to comply with the legal and regulatory requirements of the DIFC and DFSA, as well as establishing systems and controls for ensuring that the bank was complicit with all Regulations relating to servicing clients previously banked onshore in Dubai. 

In 2007 Troy joined Nakheel as Head of Compliance for its Fund Management initiative in the DIFC. She supported the CFO and provided advice on the preparation of the regulatory business plan, assessed and drafted an appropriate corporate governance and compliance framework for the fund manager and provided local advice on listing compliance for the fund products themselves. Later Troy joined Nakheel’s Legal team where she gained valuable experience in local law-making and development of enforceable local regulations. Troy is admitted as an attorney of the High Court of South Africa.

Keith began his Finance Career with Barclays Bank and held various management assignments with the bank in agricultural development and corporate lending divisions. He then assumed a senior role in the bank's credit and risk management team and was responsible for, amongst other things, sector risk analysis, bank exposure monitoring and corporate restructuring.
More recently Keith has worked as a business consultant, advising on a number of Strategic consulting situations and also designing implementation training programs for many banks; financial institutions and large corporates.

Keith held a Fellow in Banking appointment at the Manchester Business School and is also a Fellow of the Chartered Institute of Bankers (London). He is a member of their National Speakers Panel. Keith has written fourteen books on business topics including; Advanced credit analysis and Problem Loans-both published by Euromoney Publications. Keith's book on ‘Business Lending' was published by Financial World Publishing in 2001 and is recommended study text for the Institute of bankers  Lending examination as part of the ACIB qualification.
Keith is a visiting speaker and International Facilitator for the ICMA centre, Business School for the Capital Markets in Reading UK.

Clare’s specialisation is training individuals on the various roles and responsibilities of the key regulated functions in a financial services firm - such as the role of the Compliance Officer and Money Laundering Reporting Officer.

Clare has been in the Financial Services industry since 1996. She has held the role of registered Compliance Officer, MLRO and Data Protection Officer for firms in the investment banking and private equity sectors as well as being employed by the London Stock Exchange ("LSE") monitoring the market for abuses and assisting member firms with ongoing Compliance with LSE rules.

During 2006 and 2007 Clare worked for the Dubai Mercantile Exchange ("DME") as Director of Membership Surveillance and was instrumental in setting up the DME's membership department including advising potential members on applications and Dubai regulations as well as helping to establish the DME's surveillance procedures. Clare joined CCL's Dubai office in October 2007.
 
Clare is a Member of the Chartered Institute for Securities & Investment (CISI) and holds a LLB Hons Law degree from Kings College London.

After graduating from City University with a BSc in Business Studies, Nick joined HSBC and spent eleven years there as a Fixed Income Options Trader. Over the years he traded options on all G7 government bonds and futures and managed the risk on complex portfolios of derivative risk. As well as trading, Nick was also heavily involved with the sales side of the business, specifically with Asian Central Banks who traded huge volumes in bond options from 2000-2004.
Nick also spent time as a proprietary trader for the bank, taking positions away from the client business to generate revenue. During his last two years at HSBC Nick managed the US Dollar swaps, caps and floors business for the bank in London.

Nick specialises in financial markets and products training across all asset classes, with a particular focus on trading and sales. He brings his experience from the dealing room to the classroom, thus providing a practical focus to courses. During his time as a trainer Nick has worked with Goldman Sachs, BarCap, BNP Paribas, HSBC, Merrill Lynch and JPMorgan Chase.

Randa helps prepare individuals towards their Chartered Financial Analyst - CFA (Levels I and II), and Certified Management Accountant - CMA qualifications. With a finance and accountancy background and experience in commercial banking and finance, Randa brings a practical focus to her training courses.

Randa has also produced and delivered bespoke courses on IPOs, debt instruments, financial statement analysis - with focus on the Financial Accounting Standards Board’s (FASB) conceptual framework, rules of recognition, measurement, valuation, disclosure and the Securities Exchange Commission (SEC) reporting requirements - for both Government  institutions and banks.

She has also prepared students for the ‘Certificate in Investment Management’ (CertIM), a Chartered Institute for Securities and Investment (CISI) qualification, and the ‘Associate of the Institute of Canadian Bankers’ (AICB) a Canadian Securities Institute (CSI) qualification.

In addition Randa runs entrepreneurial development and mentoring programs delivered independently and in association with Government bodies, and with the participation of venture capitalists in the region and Europe. Randa holds a PhD in Finance (Cum Laude) and a Master Degree of Money and Banking.

Peter has well over twenty years' experience in the field of regulation and compliance. A chartered accountant, Peter spent six years working with the UK's SFA  (now the FSA) and has headed up regional and global compliance functions at Paribas, UBS Investment Bank and Bank of America. In 2006, he set up his own consultancy firm, specialising in providing general regulatory, governance and compliance advice and training to banks, brokers, hedge fund managers, compliance officers and regulators. Peter was Chairman of the Securities Houses Compliance Officers Association and is Chair of the Steering Committee developing the British Standards Institute's work on the financial services compliance framework and function.

Christopher Hobbs has held senior compliance and anti-money laundering positions in a number of US and European financial services institutions including Lehman Brothers, Smith Barney, ING Barings and Danske Bank.

With an accountancy background and more than 20 years’ experience in investment banking, securities, derivatives, corporate banking and asset management, Christopher has an excellent understanding of the issues facing financial services firms and provides expert technical advice and effective implementation strategies across a broad range of regulatory compliance issues. He has engaged closely, and enjoys an excellent reputation, with regulators, exchanges and law enforcement agencies.

Haider was recently described by a leader of a global brand as a "people magnet".

He has helped all levels of decision-makers in organisations to tune in to their all-important twenty-first century 'presidential' characteristics: dynamic influencer, salesperson, negotiator and authentic leader.

In a 'gently challenging yet playful' way, he short-circuits traditional approaches for developing magnetism, confidence and influence - and gets real results for clients, rapidly. In the last few years, clients have documented more than 30 millions of euros worth of return on investment that they attribute directly to his collaborations. Unlike many other kinds of consultancy you can invest in, you'll see this return on investment on your bottom-line fast.

Usually, clients engage Haider to:

• Watch their sales and negotiation results rocket from 'excellent' to 'outstanding' through workshops, coaching or keynotes
• Coach their leaders to inspire devotion and momentum with internal and external customers
• Design a personalised 'toolbox' of influencing strategies to drive through organisational change, elegantly

Haider’s recent partnerships have been with Allied Irish Bank, Sage (UK), EDF Energy, Converteam and Autodesk Europe.

Jim is a leading Management Consultant.  He has worked with a number of highly innovative companies on all aspects of business.  Jim is a qualified marketer, finishing top in London when he gained his professional qualification in 1992.

He has worked with hundreds of businesses over the past 15 years and is comfortable at all levels within organisations.

Early in his career, Jim was a senior manager in the leading City/industry body The Association of Corporate Treasurers for finance professionals, which combined bankers and their corporate clients.   worked personally with the Finance Directors and/or Treasurers of financial institutions such as Barclays Bank, JP Morgan, Chase Manhattan and Citibank.
And with Finance Directors from organisations such as Glaxo, Kingfisher, BP and LIFFE.

Barclays Bank has used Jim extensively to work with Managing Directors of their client businesses, on all aspects of marketing, including Relationship Banking.

Jim holds an honours degree in English Literature from Sheffield University and a Marketing Diploma (with Prize) from South Bank University. He has also attended programmes at Ashridge Management School and has worked as an Associate at Warwick Business School’s internationally acclaimed Centre for SMEs.

Martin has trained CISI qualifications for almost 20 years, and is one of the world’s most experienced CISI trainers. He is expert at keeping his audience motivated and focused on the task, leading to exceptional success rates. Martin has run numerous courses in the UAE – he regularly tutors candidates for the International Investment Award, the DIFC Rules and Regulations examination, and other CISI qualifications including the Certificates in Investment Management, Securities and Derivatives.

Martin is a fellow of the Chartered Institute for Securities & Investment (CISI) and a qualified accountant with the Institute of Chartered Accountants of England and Wales (ICAEW). Martin qualified as an accountant with a forerunner of the global accountancy firm Ernst and Young in London, where he was involved in auditing financial institutions that subsequently became parts of HSBC, UBS and Citigroup. After qualifying, Martin started training others, initially training aspiring accountants and then moving into training in the City of London. It was during this period that Martin first started training towards the Chartered Institute for Securities & Investment examinations, introducing innovative training techniques and materials.

Martin rose to become Managing Director of a substantial City of London training entity, with a full-time faculty of 15. During his tenure, Martin also began training internationally – particularly in the Middle East and Asia.

During the internet boom, Martin became heavily involved in e-learning and developed a ‘blended’ learning course for the CISI’s Certificate in Securities whilst working as Global Head of Content at venture capital funded firm Wide Learning.

Martin then spent two years at the Chartered Institute for Securities & Investment  where he was an Associate Director and ran the publications division, the business development team and numerous train-the-trainer courses. Martin continues to be very active at the CISI, he is senior editor for a number of the CISI’s official workbooks, runs train-the-trainer courses to assist in the CISI’s accreditation process for training organisations, and sits on the CISI’s Examination Board.

Nigel Pasea brings to the firm over 30 years experience as an advisor, regulator and practitioner specialising in compliance and corporate governance in the financial services industry.

Nigel joined CCL from UBS where he was the Chief Operating Officer of the MENA region since 2006 and responsible, inter alia, for the setting up of the firm’s offices in Dubai, Saudi Arabia and Qatar and the development of the firm’s compliance and control infrastructure.  Prior to moving to Dubai, Nigel was the Head of Compliance for UBS Investment Bank in Switzerland and Deputy Head of Compliance for the EMEA Region.  Prior to UBS Nigel was the European Head of Compliance at Bear Stearns International and the Global Head of Compliance and COO of General Re Financial Products.

In addition Nigel worked for 6 years at the UK regulator, the Securities and Investments Board (now the Financial Services Authority) as Head of the regulator’s Authorisation and Compliance Department.  Nigel started his career at Deloitte and Touche where he spent  8 years, qualifying as a Chartered Accountant in 1982.

Nigel’s experience covers investment banking and capital markets, wealth management and asset management. The nature of his previous roles has meant that he has worked in all major financial centres across Europe, Asia and the Middle East.

Nigel graduated from the London School of Economics in 1979, was awarded an MBA with Distinction from the London Business School in 1993 and is a Fellow of the Institute of Chartered Accountants in England and Wales.

Professor Chris Pierce is a Corporate Governance Consultant for the Institute of Chartered Accountants in England and Wales and is also the Chief Executive Officer of Global Governance Services Ltd.  He  works with policy makers, directors and boards in Europe, Asia, Africa, the US and South America.

Prior to becoming CEO, he was the Director of Professional Standards and Professional Development at the Institute of Directors (IoD) in the UK.  He has also held senior management positions in the Overseas Development Administration, British Airways and Leeds Business School.

Chris has written extensively on director and board development issues and regularly speaks at international conferences. His books include: “The Effective Director” in 2001 and “The Handbook on International Corporate Governance” in 2003.  His most recent publication is “A Guide on Corporate Governance in the Middle East and North Africa” (August 2008).  He is currently completing “A Guide on Corporate Governance in Europe”.

His qualifications include: an Economics degree, a Post Graduate Certificate in Education, a Masters degree in Science, a Masters degree in Philosophy and an MBA.  He is an Honorary Visiting Professor at City University, a Chartered Company Secretary and Administrator, an Executive Fellow of Henley Management College, a Visiting Fellow at Cranfield Management School and a Fellow of the Royal Society of Arts.

Kevin is a highly skilled individual with expertise in private client business including investment management, project management and training strategy gained through over 30 years of practical hands on experience within a large global bank where he held a number of senior management positions.

His key areas of experience have included private client investment management, investment administration and dealing, settlement and custody. Kevin also has a high degree of specialist knowledge in areas such as financial planning, estate and tax planning, probates, trusts and managing unquoted assets such as property, land and business assets. 

He has worked for many of the leading companies in London’s financial markets  for whom he provides teaching towards the Chartered Institute for Securities & Investment’s post graduate Diploma in Investment Operations,  together with a wide range of investment and administration subjects.

He is a fellow of the Chartered Institute for Securities & Investment, a Senior Technical Advisor for them and has written a number of their UK and international exam workbooks.  He also undertakes training of newly accredited trainers for the Institute’s international exams throughout Europe & the Middle East.

Natalie’s career spans a number of years in international finance in audit, wholesale banknote operations, Risk Management and Treasury, both in conventional and Islamic finance in a variety of locations across Europe and the Middle East. She is an accredited trainer for the Islamic Finance Qualification (as well as a contributing author), and is a visiting fellow at the ICMA Centre, Henley Business School at the University of Reading.

Natalie holds a PhD in financial analysis (thesis subject: Residual Income Models and the Valuation of Conventional and Islamic Banks). In addition, Natalie was awarded the CFA charter in 2001, and is actively involved with the CFA Institute. She is a regular contributor to Islamic Finance News, and other publications in the field. She has contributed articles to a variety of publications such as GARP Risk Review, The International Investor, Qatar Today and the Swiss Derivatives Review. She has authored three books: Islamic Banking and Finance, Valuing Banks in Uncertain Times and Islamic Asset Management (published in January 2011), and contributed chapters to several others such as the Malaysian SEC series on Islamic Finance (“The Impact of Basel II on Sukuk”), Published 2010, and “Islamic Banking, a Guide for Small and Medium Sized Enterprises”, a publication which was commissioned by the International Trade Centre.

From 1986 to 2009 Alan worked in a variety of regulatory roles at The London Stock Exchange.

Alan is particularly passionate about helping emerging markets to develop their regulatory structures and people in order to accelerate these markets’ ability to better access international capital.  In part this involves sharing the UK’s experience, without suggesting that the UK “model” always provides the most appropriate solution.

He has developed and delivered many training programmes, relating to the operation and regulation of financial markets, both in the UK and overseas. The audiences have included people from exchanges, capital market authorities, listed companies, investment banks, law firms, accountancy firms, fund managers and a broad range of law enforcement agencies.

Alan participated in projects assessing exchanges’ and their regulators’ standards compared with international best practice as set out by bodies like the World Bank, IOSCO and the World Federation of Exchanges.  He established close relationships with exchanges and their regulators in many countries.  The Middle East and North Africa region became a particular focus for the Exchange in recent years.  Alan has recently worked in Jordan, Egypt, Saudi Arabia, Bahrain, Qatar, Kuwait, the UAE, and Oman.

Alan is also familiar with the cultural aspects of conducting business in the Middle East.