All of our trainers are financial market professionals with many years’ experience in delivering face to face training courses, webinars and seminars as well as providing consultancy services.

Below is an introduction to some of our experts


Peter has a unique combination of specialist knowledge and experiences in the finance and banking industry and is able to truly blend life cases with learning techniques to deliver effective integrated and interactive programmes. His areas of expertise are the depth and breadth of the Fixed-Income, Credit and Derivatives markets as these are the areas where he has direct practical experience with the prestigious banks, Central Banks, Sovereign Wealth Funds and also with consultancy clients.

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Juan is a professional banking and finance trainer who for nearly eight years has been delivering interactive training in banking, finance, credit analysis, debt restructuring and loan workout, risk management, strategic management and corporate governance compliance.

In parallel to his lecturing career, Juan has a 19 year career in merchant and investment banking, initiated in the City of London. Since 2003 Juan has been the managing partner of an independent investment banking advisory firm specialising in finance raising, credit analysis and corporate finance services in the emerging economies of South Eastern Europe. A core element of Juan’s work through this firm is helping companies to restructure their debt and equity position with a view to strengthening company viability through their restructured Balance Sheets. It is this practical hands on experience of balance sheet restructuring that he brings to the courses and workshops that he develops for clients.

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Gerald is a leading thinker, consultant and trainer on business risk and decision making. He has conducted training courses across the globe for some ten years. These have included topics as diverse as Market Psychology, Foreign Exchange, Currency Options, Scenario Planning and Strategic Decision Making. Clients have included major international banks, central banks, multi-national corporates and governments. He has trained board level executives, fund managers, traders, senior civil servants and business executives. He is also a well-known speaker on the benefits and applications of behavioural economics in business decision-making and risk taking; and is a regular columnist in the financial press. He recently presented at Nudgestock – a leading event organised by Ogilvy & Mather.

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Garry has 28 years’ experience as a practitioner, consultant and adviser in the private equity and venture capital markets, and has provided training in the industry since 1990. He joined independent venture capital company Baronsmead in 1985, becoming a director and shareholder after helping to arrange Baronsmead’s own Management Buy Out in 1989. During the early 1990’s the company grew to become one of the UK’s largest independent private equity firms and was acquired by fund manager Ivory & Sime in 1996.

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Simon has over 15 year’s experience as a professional corporate banker, during which period he has held a number of senior positions with major financial institutions. His principal responsibilities have included:

  • Credit / risk analysis and management
  • Credit policy formulation
  • Business development
  • Relationship management
  • Corporate recoveries
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Paul is an Applied Learning associate member who specializes in investment management, wealth management, equity valuation and hedge funds.

Paul started his Investment Management career at Royal Insurance in 1983. Following successful completion of the Society of Investment Analysts Associateship, Paul joined the small team managing Royal’s in-house long term UK Equity portfolios. In 1990, following the lifting of exchange controls in Stockholm, he joined the Swedish insurer Trygg-Hansa’s London start-up operation to manage its UK Equity exposure.

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Kevin is a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI), skilled in private client business including investment management, IT development, project management and training strategy, following a career as a senior manager within a large global bank.

His key areas of experience have included private client investment management, investment administration and dealing, settlement and custody. He 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.

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