Lye Heng is a derivative specialist whose topical areas encompass financial markets and traded derivative instruments, investments and wealth management. He started his banking career in the early 1990s and held roles as a principal derivative trader and product structurer. He traded derivatives on stock indices and fixed incomes in global financial markets, ranging from Tokyo, Hong Kong, London to New York and Chicago. He concluded his career in treasury by managing market risk on the global trading book of United Overseas Bank.

In 2004, Lye Heng set up Salmon Thrust, offering training and consultancy in the areas of Investment, Treasury and Wealth Management. Clients include various global banks such as Citibank where he conducted a series of comprehensive investment workshops for the 200-odd relationship managers based in Singapore. To date, he has provided learning solutions across a variety of product and wealth management topics encompassing thousands of seminar delegate-days both in Singapore as well as in China.

Julian is a frequent speaker on business valuations at international conferences. He has been involved in training and consulting since 1998 and has delivered corporate finance programs in Singapore and London, to a number of blue chip companies: including corporate restructuring, venture capital and private equity, management buy-outs, business valuations, EVA, CFROI, investment analysis, fund management, private finance initiative, M&A, etc. He is a frequent speaker on business valuations at international conferences, and as conference chairman.

Julian has had over 19 years of business experience which includes the following:

Damian Bridge has 17 years experience in the accounting and financial services industry and is currently the Principal of a consultancy firm. Before this, Damian was the Deputy Chief Finance and Compliance officer at Mellon Global Investments. Prior to this Damian was Product Controller at JP Morgan Worldwide Security Services and was responsible for operational reporting and forecasting at a local and global level.

Damian has held a variety of positions in Australia, UK and Canada. He was Advisor of Financial Affairs at the Canadian Bankers Association where he was responsible for all advocacy on behalf of Canadian banks on accounting and compliance issues. Damian has also worked at the Commonwealth Bank of Australia, Westpac banking Corporation, Goldman Sachs and Merrill Lynch.

Damian holds a Bachelor of Economics (Hons) from the University of Sydney with majors in Accounting (Hons) and Economics. He is also a CPA and a CFA.

Steve has been in training and consultancy since 1991 and he travels a lot to Asia Pacific region. His practice is largely in the areas of Strategic Management, Change Implementation, Marketing and Sales, People Development, Negotiation, Problem Solving, Credit and Project Management. He has had extensive experience in the financial services industry. Clients include Vodafone, Citibank, Renong Berhad, AMP Banking. He has also had articles published in this area. Recent implementations include the installation and use of just-in-time electronic support tools for high leverage competencies, utilising Intranet & multimedia. Steve is also a frequent speaker at regional, HRD, financial and strategic conferences as well as facilitating client strategic planning, conferences and meetings.

Steve brings some 22 years financial services industry experience, from positions as General Manager Corporate Banking, The Nippon Credit Bank; Deputy State Manager, Challenge Bank Limited, and various managerial positions with the Commonwealth Bank of Australia.

Steve has, over the past fifteen years, lectured at both under and post-graduate level (including MBA) at three Australian Universities. He is currently Adjunct Professor at Charles Sturt University in Bathurst, New South Wales, Australia.

Steve holds a Master of Applied Finance (Macquarie University) and a Bachelor of Business, (Charles Stuart University). He is also a Fellow of the Australasian Institute of Banking and Finance, a Fellow of the Institute of Company Directors in Australia, an Associate Fellow, Australian Institute of Management, an Associate, Australian Institute of Training and Development and a Director of the Instructional Systems Association of Australasia.

Francis Teo is a career banker who has regularly appeared as a Speaker at seminars involving fund management operations, Treasury Operations and Custody products and services. He is also a regular speaker at Swift’s Master-class seminars:

His working experience includes the following:

Larry has more than 20 years experience trading financial markets and is a Senior Fellow of the Financial Services Institute of Australasia (FINSIA). Larry holds the Diploma in Technical Analysis awarded by the Australian Technical Analysts Association (ATAA) and has also been awarded the designation of Certified Financial Technician by the International Federation of Technical Analysts (IFTA).

He is a member of the Board of Directors of the International Federation of Technical Analysts (IFTA), which is based in New York. He is the Chair of IFTA's Accreditation Committee and Vice-Chair of IFTA’s Education and Body of Knowledge Committees.

Larry is a Vice President of the Australian Professional Technical Analysts (APTA) Inc, is also a founding member and a member of the Management Committee.

He is a Life Member of the Australian Technical Analysts Association (ATAA). He is also a former Vice-president of the ATAA and a former member of the Board of Directors.

Sunny possessed 23 years of experience in the FX market and is currently Head of FX Advisory Asia - ANZ Private Bank Singapore. His main responsibility is to build up the FX team in Asian region and taking care of the Private Wealth Clients in Asia. Prior to this, he held senior positions at various global banks such as:

Jack is a trained practitioner with 27 years experience in trade finance, commercial banking and corporate banking. He had held VP & Group Head/Team Head appointments in both local and American banks. His expertise encompasses corporate lending, ship and aircraft project financing, trade finance, structured trade financing, commodity financing and loans syndication.

Jack conducts in-house training courses on trade finance, credit analysis, lending to SMEs and credit risk management for leading banks and institutions regionally. In collaboration with the World Bank, Jack was an invited course facilitator to train senior bankers in China. Jack Tan has been a trainer for the Institute of Banking & Finance, Singapore since 1988 and a trainer for the Institut Bank-Bank Malaysia since 1996. He serves as a lecturer for the Monash University’s distance learning graduate programme and SHRI Diploma course.

His research interests include financial accounting, trade finance, credit analysis and credit risk management, corporate finance and IPO, strategic management, marketing and brand management.

Victor Tan, MBA (Strathclyde), ACIB, MInstAM, is a qualified Life Associate Member of The Chartered Institute of Bankers, London and has 15 years of banking experience covering the areas of International Trade Finance, Remittances, Guarantees, Import and Export departments. His previously worked at Barclays Bank PL as the Deputy Head of Trade Finance and has held positions with Standard Chartered Bank, Amsterdam-Rotterdam Bank, Bangkok Bank, Royal Trust Merchant Bank in the area of trade finance.

Since 1992 Victor has been an independent training consultant, conducting training for organsiations such as Chartered Institute of Marketing and University of London. In addition Victor regularly conducts In-house training for Corporate clients. His past clients have included Dun & Bradstreet, Honeywell Aerospace, KPMG, Nicor Petroleum and BP.

Shekar is an international banker with 27 years experience with a deep understanding of Asian/ Middle East markets. He has held senior leadership positions with primary focus on building and growing revenue business in the areas of private and corporate banking at three multinational banks- Standard Chartered, Commerzbank AG and American Express Bank.

In the course of his work, he has trained numerous bankers on various banking products, customer experience management, financial modeling, market evaluation and sizing, customer value proposition, sales management- negotiation and deal closing, customer targeting, setting objectives and accomplishing.

In particular, he is strong in marketing corporate and private banking products, in addition to having strong knowledge in customer risk analysis techniques, management and monitoring risk in both areas of business. He has a good handle of regulatory requirements and was responsible for significant contributions in creating documents covering credit and compliance policies for many countries.

After obtaining his masters diploma in management studies, he served as corporate banking head for American Express Bank in India and later as Asia head, responsible for setting up private bank for the ethnic segment in Hong Kong and Singapore covering Asia Pacific. At Commerzbank, he headed Asia Pacific Private Wealth Management initially before taking over as country head and CEO of Indian operations and later Asia Head for large corporate business based in Singapore. His role in Standard Chartered was to train more than 500 people on corporate banking products and strategies to develop multi-product relationship by cross selling products to the bank’s key clients in Korea. His last assignment in SCB was also to lead the setting up of on-shore wealth management platforms in several locations.

Having had more than 11 years of leading teams and establishing networks for distribution in the region, Gordon has laid up a full credential of wisdom and knowledge in practical applications of Business Process Management and Human Resource Management concepts.

Gordon is known as a talented orator and powerful motivational speaker. Being adept in both English and Mandarin, Gordon is very well sought after for motivational talks in different settings. Gordon is also a trainer with great passion. He is an experienced trainer of trainers for more than 10 years. His training and talks have brought him into China, Hong Kong, Malaysia, Indonesia, Australia, New Zealand, Vietnam, Taiwan, United States of America amidst other countries. With more than 12 years of training, speaking and consultation, Gordon has provided talks, training and consulting services to senior management and middle management of MNCs, Government Sectors, SMEs, and Educational Organizations.

Gordon received his first degree in Philosophy and Theology from Trinity College and is completing his MBA program with University of Hull.

Gordon is certified NLP Practitioner and is a certified behavioral consultant in the DiSC© Personal Profile System, The Personal Listening Profile© Taylor Johnson Temperament Tests, Big-Five Profiling (Peak Profile©) and the TICS© Values System.  His specialties include leadership, frontline leadership, communication skills, presentation skills, sales training, coaching, Balanced Scorecard, Change Processes, Conflict Management, Negotiations and team management amongst many others.

Over the years, he has trained bankers from various international institutions such as:

Alan Lok is the Director of a Consultancy firm and has 10 years’ experience in the finance and strategic consulting industry spanning across Australia, China, Hong Kong, Malaysia and Singapore.

Alan joined the consultancy firm in 2009 and successfully spear-headed the equity research division. As the anchor speaker for his firm, Alan appears regularly on media such as CNBC and The Straits Times where he expresses his views on issues related to behavioral finance and macroeconomics.

Prior to that, Alan was an Investment Analyst with SIAS (Security Investment Association of Singapore) Research, the largest independent research house in South East Asia with over 120 Singapore Exchange and Bursa Malaysia-listed companies under coverage.

To date, Alan has conducted training for clients from Bank of Tokyo Mitsubishi: UFJ, BNP Paribas, Credit Agricole CIB (Singapore), DBS, DNB Nor Bank, JL Capital, HSBC, Munich RE and Zen Technology in areas of asset valuation, derivative accounting, leadership, profiling, strategy economics as well as team building.

Alan also served as an adjunct lecturer at Xi-An Jiaotong University. Alan holds a Master Degree in Business Administration (MBA), conferred by the University of Manchester in UK. He also holds the title of Chartered Financial Analyst (CFA) as well as Certified Financial Risk Manager (FRM).

Ronnie spent 17 years working in major foreign and local financial institutions such as American Express Bank, Chase Manhattan Bank and Overseas Union Bank. During these years, he held positions ranging from Director of Foreign Exchange to Second Vice President. He was actively trading spot foreign exchange as well as currency options.

He is a member of the CFA Institute and Singapore Society of Financial Analysts (SSFA). He received a Masters of Business Administration degree conferred by the Nanyang Technological University.

Ronnie is currently a lecturer with the School of Business Management in the Nanyang Polytechnic. He is also an adjunct lecturer for the National University of Ireland Dublin and Upper Iowa University as well as for a leading private education provider, Kaplan Higher Education. Some of the modules he has taught include Treasury and Risk Management, Security Analysis and Portfolio Management, Essentials of Financial Services, Introduction to Securities & Investment, International Finance and Investment Analysis & Portfolio Management. He has also conducted options trading classes to diploma students.

Philip is a Behavioral Specialist. Prior to his private practice, he has more than 16 years of experience in conducting training, counseling and coaching for various groups of clients. He has helped individuals, groups in volunteer welfare agencies and corporate organizations through training and coaching in the area of personal effectiveness.

Philip is a certified Cognitive-Behavioral Therapist from the National Association of Cognitive-Behavioral Therapists in the United States. Graduated from the University of Western Sydney with a Bachelor of Social Science degree in Applied Psychology, he received his advanced level training in Ericksonian Hypnosis and Psychotherapy. He is also a licensed Motivation Profiler.

Philip has been interviewed by different journalists and his comments were featured in Straits Times and magazines. He has been utilizing the Cognitive-Behavioral approach to coach, counsel and train hundreds of individuals, families and groups for the past 16 years.

In year 2008, Philip also worked together with Professor Edward Hoffman from New York in the gathering of research data for his book, “Youthful Peak-Experiences in Cross-Culture Perspective: Implications for Educators and Counselor”. The book was published in fall 2008.

Reuben is a professional trainer, specializing in training new candidates who are preparing to enter into the financial planning industry. Prior to his training career, he has a total of 16 years of experience in the financial sector, ranging from being a bank officer in Custodian Department, sales representative in an insurance company, and working in CPF Board.

Reuben is a Chartered Financial Consultant awarded by Singapore College of Insurance under the license from American College in 2009. Currently, his customers include major insurers such as AXA Life Insurance, Aviva Ltd, Prudential and HSBC and major local banks such as DBS and UOB. Recently, he conducted a training session for the senior management of a local bank to assist them in clearing their licensing examination conducted by Singapore College of Insurance.