Course Speakers

Speakers

Course speakers

Krishna Nijanand

Senior Manager, Structural interest rate risk,

Scotiabank

Krishna Nijanand is the senior manager, structural interest rate risk in Scotiabank, where he provides independent oversight of risk positions with an appropriate limit, measurement and reporting framework on CAD 1 trillion balance sheet.

Krishna is an experienced treasury and risk management professional with a strong background in asset and liability management (ALM) and in-depth risk measurement and analysis. He is one of the key members to drive implementation of Interest Rate Risk in Banking Book (IRRBB) standard in the bank. His current function includes continuous development and enhancement of structural market risk related metrics, models, policies and governance to keep up with industry best practices and regulatory requirement.

Krishna’s prior role was manager, asset and liability management (ALM) within Group Treasury Balance Sheet Management. He has an MBA from Schulich School of Business, Toronto and he is a CFA charter holder.    

Thumbnail
Yousef Ghazi-Tabatabai

Associate director

PwC

Yousef is a PwC specialist leading on FTP, IRRBB and ALM within the Banking industry. He has worked with a variety of banks across Europe, including major globally significant institutions as well as smaller regional firms, supporting all three lines of defence. Yousef has an industry background in ALM and behavioural modelling from his work as a quant in Barclays, and in structuring balance sheet hedges for financial institutions at Morgan Stanley. Yousef has also spent a number of years in theoretical physics research

Charlie Hart

Former program director

Commonwealth Bank

Charlie Hart is an expert on IRRBB, having worked domestically and internationally at some of the world's leading banks.  His last long term engagement was at the Commonwealth Bank of Australia, however in the past 10 years, he has contributed to best practices at Lloyds Banking Group, Bank of New York Mellon, and Santander.  He began his career working at Qualitative Risk Management, a market leader in Balance Sheet Management technology.  He has an MBA from University of Chicago Booth and is certified FRM by GARP. 

Thumbnail
Steven Hageman

Senior Treasury and Risk Management Executive

Societe Generale

Steven Hageman is a Managing Director - Liquidity Risk for SG Americas, reporting the Liquidity Risk Officer. That department is responsible for independent review of liquidity and structural risks for the US Affiliates and Branches.

Prior to joining SG in April 2016, Steven worked for HSBC North America Holdings, where he was responsible for Asset Liability Management for the US Holding Company, including liquidity and interest rate risk. Steven worked for HSBC in ALM for over 9 years, and helped establish the liquidity risk reporting and management framework for their US Operation.

Prior to that, Steven worked for HSBC in a variety of Finance roles and with ABN AMRO supporting their Transaction Banking Market Research.

Beata Lubinska PhD

Founder

BL Advisory & Consulting

Dr. Beata Lubinska is a financial engineer with over 16 years of practical experience gained in international financial institutions such as GE Capital, Deloitte and Standard Chartered Bank based in Milan and London.

Beata’s background is strongly focused on Interest Rate Risk in the Banking Book (“IRRBB”), Balance Sheet Management and behavioural modelling for banks asset liability management purposes. She has spent most of her career managing IRRBB for a number of financial institutions.

Currently she has set up her own company where she leads and collaborate with banks on projects focused on all Treasury related matters. In her previous position she was a Head of the Market and Liquidity Risk Department in MeDirect Group in London with the main focus on IRRBB, Market Risk and Balance Sheet Management. Beata is also a member of the BTRM Faculty founded by Professor Moorad Choudhry in London.

Beata holds a PhD in Finance from Wroclaw University of Economics. Her research publications have enjoyed strong reviews by academics and industry practitioners.

Beata is also an author of the book “Asset Liability Management Optimization – A practitioner’s guide to balance sheet management and remodelling” published by Wiley & Sons Ltd in London.

In addition, Beata is actively providing trainings for professionals from the banking industry in Latvia, Poland, UK and in the US.

Her main areas of specialization include: Funds Transfer Pricing, Interest Rate Risk in the Banking Book, Asset Liability Management and Balance Sheet management through FTP and optimization.

Thumbnail
Alper Özün

Asset, Liability and Capital Management, EMEA

HSBC

Alper Özün is a banker with international experience in treasury and capital management functions in the banking sector over eighteen years. He currently works for HSBC London as head of treasury operations for the EMEA region. He has a PhD in finance (University of Bradford, School of Management), MSc in information technologies (Istanbul Technical University), MSc in business finance (Brunel University) and BA in international relations (Bosphorus University). He is an associate professor and currently has a visiting academic role at the University of Oxford, Faculty of Law, where he researches on taxation policy and rule of law in the context of constitutional economics.

Thumbnail
Alexander Fleiss

CEO

RebellionResearch.com

Alexander Fleiss serves as CEO of RebellionResearch.com an online financial advisory & hedge fund that invests across all asset classes and utilizes a proprietary Machine Learning that monitors data from 53 countries on a daily basis. Mr. Fleiss has spoken about Artificial Intelligence investing in the Wall Street Journal, Fox News, BusinessWeek, Bloomberg News, MIT Technology Review, Wired, Mathematical Association of America, Financial Times, CNBC, Geo Magazine, Institutional Investor and the Wall Street Journal Reporter Scott Patterson’s book Dark Pools. In addition, Mr. Fleiss has lectured on Artificial Intelligence & Machine Learning at Princeton University, Amherst College, Yale School of Management, Booth School of Business at the University of Chicago, Tufts University, Cornell University, The Wharton School of Business at The University of Pennsylvania and Columbia Business School.

Prior to co-founding RebellionResearch.com in 2007, Mr. Fleiss served as a Principal at KMF Partners LP, a long-short US equity fund. Mr. Fleiss began his investment career as an analyst for Sloate, Weisman, Murray & Co which was acquired by Neuberger Berman. Mr. Fleiss developed investment algorithms with the firm’s CEO, Laura Sloate who is now a partner at Neuberger Berman and is one of the investors featured in Peter Tanous’ book Investment Gurus. Mr. Fleiss received a BA Degree from Amherst College.