Select Clients & Speaking Engagements
Interfood
In November of 2023 I spent three days delivering a training program to the junior and senior trading staff at Interfood Group, a Netherlands-based corporation with over 350 professionals and a global presence in the dairy markets.
The curriculum was highly customized and market and product specific. One area of intense focus was developing a trading methodology, a rigorous process for distilling an array of fundamental information and an assessment of the prevailing market conditions into a perspective on the future of price. A well-constructed methodology ensures that the traders are incorporating a consistent set of informational inputs and applying an established array of analytical techniques.
It is critically important for early-career traders to understand the importance of a structured approach to decision making under uncertainty, and I greatly enjoyed working through the process and the resulting in-depth discussions with the members of the trading team.
B&R Beurs Erasmus Investment Society
I’ve been fortunate enough to speak to the B&R Beurs Erasmus Investment Society twice, once in Rotterdam in 2023 (as seen below) and once as part of the Commodity Trading 101: Masterclass Series. B&R Beurs is a student finance society with over 1,850 members that was founded in 1985.
Babson College - Cutler Center for investments and finance
I’ve lost count of how many times I’ve guest lectured to Professor Davies’ Trading Strategies classes at Babson College, and was particularly impressed with the new trading room at the Cutler Center for Investments and Finance.
Evergy (Westar Energy and KCP&L)
I would like to thank the traders and members of the front and middle office of Evergy that attended my two-day training program at the KCP&L building in Kansas City. The lectures covered a customized curriculum that focused on four primary topics: understanding the market, volatility and risk management, developing a view of the market, and evaluating trading strategies.
Saint Joseph’s University
Guest lecturing on Developing & Implementing a Cohesive View of a Market at the Wall Street Trading Room at Saint Joseph’s University. Professor Matthew Kelly’s class uses Trader Construction Kit as a textbook and really took the opportunity to engage in a dialogue on the material during the presentation.
GENSCAPE, INC.
I thoroughly enjoyed the opportunity to present to the 40 members of the Commodity Analyst Program at Genscape, Inc. The two-day course covered a customized curriculum focused on understanding how various types of transactional entities interact to form a market, how the evolutionary state of a market determines the types of products that are traded, and how traders develop and employ a robust process for refining volumes of market information into an informed perspective on the future of price. The level of engagement with the material and the quality of the questions throughout the course were extremely high, which is not surprising given the talent they have assembled at their firm.