Global Markets Training

All of our trainers are financial market professionals with many years experience in delivering training courses and seminars.

Stephen Aikin
Stephen Aikin has over 20 years financial markets experience, mainly in derivatives. He has worked at Kleinwort Grieveson, Credit Suisse and SBCI, principally as an equity options specialist. Stephen specialises in relative value trading, exploiting the relationships between financial instruments, principally in the field of interest rates and fixed income. He delivers regular training courses at major banks and is the author of “Trading STIR Futures – An introduction to short term interest rate futures” (published by Harriman House).

Andrew Bevan
Andrew graduated with a first class BA in economics from Reading University in 1978 and was awarded a PhD in international monetary economics from City University in 1986. In 1994, he was appointed Director of International Bond Research at Goldman Sachs in London and then Managing Director in 2000, becoming Head of Global Markets Research producing research and trading strategy for FX, money markets and bonds. He left Goldman in 2005 joining Gavyn Davies’s Fulcrum Asset Management as Research Director in May 2006. Andrew is also a part-time lecturer in fixed income courses at the International Capital Markets Association (ICMA) Centre, Reading University.

Ernest Chan
Ernest Chan specialises in the development of statistical models and advanced computer algorithms to find patterns and trends in large quantities of data. He began his career working on statistical pattern recognition to projects ranging from textual retrieval at IBM Research. In 1998 he joined the proprietary trading group at CSFB developing statistical models for futures trading, stock pair-trading as well as trading based on earnings revisions, surprises and analyst recommendation changes. He has also worked on projects for MapleRidge Capital Management, Millennium Partners, and MANE Fund Management. He currently runs his own consulting company, E. P. Chan & Associates specialising in the research and development of statistical models and software for trading stocks and futures. Ernie holds a PhD theoretical physics from Cornell University.

Luis Costa
Luis Costa is a Director in the FX and Local Markets Strategy Team. He has been covering the CEEMEA markets, from both hard currency and local currency perspectives, for the last 10 years. Prior to Citi, he worked at Commerzbank and at ING Wholesale Banking on EM Strategy positions. Luis also worked in the buy side, first as a local markets proprietary trader at FleetBoston in Sao Paulo-Brazil and later as a EM structured products trader at Delta National Bank in New York. He holds a Master in Business Administration with specialisation in Finance from Columbia Business School in New York. Luis has also been awarded with the CFA qualification in 2007.

Thomas Kirchner
Thomas Kirchner created the first ever event-driven mutual fund in 2003, the Pennsylvania Avenue Event-Driven Fund (PAEDX), now called the Quaker Event Arbitrage Fund (following the merger with Quaker Funds in 2010). As Portfolio Manager, he is responsible for the day-to-day management of the fund. Thomas holds a BSc from King’s College, University of London, a Diplome from the Institut d’Etudes Politiques de Paris, and an MBA from the University of Chicago Booth School of Business. He has earned the right to use the Chartered Financial Analyst designation. Thomas is the author of “Merger Arbitrage: How to Profit from Event-Driven Arbitrage” (published by Wiley Finance).

Michael Rosenberg
Michael Rosenberg is a consultant to Bloomberg, where he is responsible for authoring a variety of research reports and for designing a range of FX functionality and global macro/economic analytics. Prior to joining Bloomberg, Michael was Chief Strategist for Harbert Management Corporation’s Global Macro Hedge Fund, Managing Director and Global Head of FX Research at Deutsche Bank (1999 to 2004) and Managing Director and Head of International Fixed Income Research at Merrill Lynch (1984 to 1999). He also managed Prudential Insurance Company’s global bond portfolio (1982 to 1984) and was a Senior FX/Money Market Analyst at Citibank (1977 to 1982). Michael has taught MBA courses in International Financial Markets at Adelphi University and Baruch College and has authored two books in the field of exchange-rate forecasting: Currency Forecasting: A Guide to Fundamental and Technical Models of Exchange Rate Determination (Irwin/McGraw-Hill, 1996) and Exchange Rate Determination (McGraw-Hill, 2003). He holds an M.A. in economics from Queens College and a Ph.D. in economics from Penn State University.