Track Record

Selected Credentials:
1000+ Offsites in 50+ locations, delivering effective, stimulating, fact-based presentations:

HSBC Wimbledon – UK  Investment Banking Leadership 15 Business Leaders 
Banco Icatu Sao Paolo – Brasil  TopGun Sales and Trading 15 Secondary Markets Professionals 
Citigroup Hong Kong  Investment Banking Coverage 25 Pan-Asia Leadership 
CSFB Surrey – UK  European Coverage Conference   120 Investment Bankers 
HSBC New York – US  On-The-Trading-Desk Presentation Institutional Sales and Trading Professionals 
Ernst & Young Toronto – Canada  Global Corporate Finance Conference 105 Corporate Financiers 
FirstEnergy Capital Phoenix – Arizona – US Senior Management Offsite 15 Senior Management Committee 
Goldman Sachs New York – US  Global Investment Banking Conference   1600 Investment Bankers and Product Specialists 
Warburg Dillon Read Greenwich – Connecticut  – US North American Coverage Offsite 250 Investment Bankers 
Natwest Edinburgh – Scotland  Oil & Gas Research Group 15 Oil & Gas Analysts 
National Bank Financial Quebec – Canada  Management Committee 15 Business Leaders 
Auerbach, Grayson New York Palace Hotel – US  Third Network Conference   Leaders of 100 independent brokers from 100 different countries 
Deutsche Bank Phuket – Thailand  Phuket Offsite Presentation 70 Global Trade Finance Specialists 
KPMG Madrid – Spain  European Conference   150 Corporate Financiers 
CSFB Bankshot, Surrey – UK  Coverage Offsite 130 MDs 
Alfred Berg Stockholm – Sweden  TopGun Research 15 Research Management 
Carnegie New York – US  Selling Into the US 15 Institutional Sales and Trading Professionals 
Merrill Lynch London – UK  MD Update Group Presentations 30 MDs 
Merrill Lynch Deerhurst Resort – Canada  Institutional Equities Update 30 Analysts, Traders, Sales Professionals 
WestLB London – UK  Mid-Cap European Sector Bankers 25 MDs and Corporate Brokers 
Deutsche Bank Faro – Portugal  M&A Conference 200 Coverage officers and M&A Specialists 
Deutsche Banc Alex. Brown West Virginia – US  Coverage Offsite 200 Investment Bankers, ECM/M&A/DCM Specialists 
UBS Warburg Greenwich – US Management Conference 250 Investment Bankers, ECM/M&A/DCM Specialists 
Salomon Smith Barney New York – US  Energy & Power Offsite   30 Coverage Officers 
Salomon Smith Barney London – UK  FIG MD Offsite   60 Coverage Officers 
Salomon Smith Barney Barcelona – Spain  Global MD Offsite   350 Relationship Managers and Product Specialists 
PwC Barcelona – Spain  Competitive Strategic Direction   60 Business Partners 
PwC Oslo – Norway  Business Leaders Conference 25 Corporate Financiers 
PwC Bloomsbury – UK  Sector Coverage Offsite: Industrial, TMT, FIG, Private Equity  150 Corporate Financiers 
Scotia Capital Toronto – Canada  Institutional Equities – Mid Year Review 50 Analysts, Traders, Sales Professionals 
HSBC London – UK  CIBM Conference   120 Senior Managers 
National Bank Financial Niagara-on-the-lake – Canada  Niagara-on-the-Lake Offsite 80 Investment Banking Professionals 
FirstEnergy Capital Phoenix – Arizona – US  Management Offsite 15 Executive Committee 
ABN AMRO Amsterdam – Netherlands  Management Offsite 15 Executive Committee 
IFSA Los Angeles – US  Key Note Address – Annual Conference 300 Cash Management Specialists 
ABN AMRO London – UK  Oil & Gas Conference 60 Investment Bankers 
ABN AMRO SkyTop Lodge – Pennsylvania – US US Coverage Offsite 70 Coverage Officers 
ABN AMRO Amsterdam – Netherlands  Global Integrated Energy Conference   100 Coverage Officers 
ABN AMRO London – UK  Global Managing Director’s Conference   80 MDs 
ABN AMRO Amsterdam – Netherlands  TMTH Offsite 120 TMTH Bankers 
Auerbach, Grayson Key Biscayne – Florida – US  Global Network Conference Leaders of 90 independent brokers from 90 different countries 
ABN AMRO Noordwijk – Netherlands  Integrated Energy ‘Know Your Client’ Conference  100 Energy Bankers 
ABN AMRO Amsterdam – Netherlands  ECM Offsite   100 ECM Professionals 
BMO Nesbitt Royal York Hotel – Toronto  Driving Shareholder Confidence, Investment & Trading Decisions 250 Analysts, Traders, Sales Professionals, ECM 
BMO Nesbitt Harbour Front Hotel – Toronto  Partners Offsite   150 Investment Bankers 
Banc of America Securities Boca-Raton Resort & Club – US CIB Leadership Offsite   50 Business Unit Leaders 
The Royal Bank of Scotland Stoke Park – London – UK  Corporate Banking & Financial Markets Offsite   85 Coverage Bankers, DCM Professionals, Loan Specialists 
JP Morgan Frankfurt- Germany  German Investment Banking Offsite 100 Members of the German Investment Banking Team 
KPMG Geneva – Switzerland  Global Transaction Services Conference 150 Transaction Service Professionals 
Rothschild London – UK  TopGun Offsite   120 Coverage Officers / M&A Specialists 
Raymond James Niagara-on-the-Lake – Canada  ECM Business Development Conference 80 ECM and Institutional Equity Professionals
KPMG London – UK  Partners Meeting 25 Leadership Partners 
Bank of America New York – US  Natural Resources Offsite 25 MDs and VPs 
Investment Dealers Association Banff – Canada  Year-End Conference 220 Members 
RBC Capital Markets Toronto – Canada  Research, Sales and Trading Professionals 55 Client Facing Professionals 
Montgomery Securities New York – US Tech IPOs in Europe, European Equities in the US 10 Business Leaders
CIBC Toronto – Canada  Analyst Offsite 40 Broker Analysts 
Bank of America New York – US  General Industries Group Presentation 20 MDs and VPs 
Royal Bank of Scotland London – UK  CBFM Board Presentation 14 Business Unit Heads 
Bank of America New York – US  Consumer / Retail Group 30 MDs and VPs 
Desjardins Toronto – Canada  Institutional Equity Presentation 30 Secondary Markets Professionals 
Scotia Capital Markets Toronto – Canada  Institutional Bond Markets 45 Bond Sales, Trading, Research Professionals 
National Bank Financial Montreal – Canada  Institutional Bond Coverage 25 Bond Sales, Trading, and Research Professionals 
National Bank Financial Montreal – Canada  Executive Committee Strategy Session Management Team 
National Bank Financial Toronto – Canada  Equity Research 30 Research Professionals 
ABN AMRO Santpoort – Netherlands  Global Clients Management Team Offsite Management Team 
National Bank Financial Montreal – Canada  Operating Committee Presentation Management Team 
ABN AMRO Porto – Portugal  Energy & Resources Offsite 120 MDs and VPs 
BofA Industry Groups New York – US  Consumer, Nat.Res, Media/Telcom, Healthcare 30 MDs and VPs each 
Rothschild  Watford – UK  Junior Banker Office – M&A Execution – Part 1 70 M&A Professionals and Team Leaders 
Rothschild  Watford – UK  Junior Banker Office – M&A Execution – Part 2 70 M&A Professionals and Team Leaders 
Calyon Deauville – France  TopGun Offsite 250 Investment Bankers and Support 
Bank of America New York – US  Healthcare Strategy Group Leaders 
Bank of America New York – US  Media/Tel Strategy Group Leaders 
Canaccord Toronto – Canada  Institutional Equity Onsite 50 Research, Sales, and Trading Professionals 
ABN AMRO London – UK  TMT Strategy Management Group 
ABN AMRO London – UK  FIPS Strategy Management Group 
PwC London – UK  Partner/Director Offsite – Privatizations Group 20 Business Leaders 
Bank of America New York – US  FIG Strategy Management Group 
Bank of America New York – US  General Industries Strategy Management Group 
Bank of America New York – US  Natural Resources Strategy Management Group 
TD Securities Toronto – Canada  Investment Banking Leaders Offsite Business Leaders 
Rothschild Frankfurt – Germany  Consumer Offsite 60 MDs and VPs 
Bank of America New York – US  Media Telecom Offsite 30 MDs and VPs 
BMO Capital Markets Toronto – Canada  Management Meeting – Capital Markets Management Team 
JP Morgan New York – US  Senior Bankers – Session 1 & 2 150 Senior Bankers and Leadership 
TD Toronto – Canada  Secondary Equity Markets Offsite 130 Secondary Markets Professionals 
TD Toronto – Canada  Fixed Income Group Presentation 45 Bond Sales, Trading Professionals 
ABN AMRO London – UK  Executive Committee Strategy Session 15 Exco Members 
Auerbach Grayson London – UK  Global Partners Conference 110 Broker Leaders 
Rothschild  New York – US  Partners Offsite 130 Partners – Global 
CDP Capital Montreal – Canada  Capital Group Presentation Portfolio Management Group 
PwC London – UK  Partners Offsite M&A Partners 
Bank of America New York – US  General Industries Management Team Management Team 
Bank of America New York – US  Energy Management Team Team Leaders 
Bank of America New York – US  ECM Management Team Team Leaders 
Bank of America New York – US  Telecom Leaders Team Leaders 
ABN London – UK  M&A / ECM Management Team 
Bank of America New York – US  Overall Results GCIB Management Team 
Bank of America New York – US  FIG Management Team Management Team 
Bank of America New York – US  Power Management Team Team Leaders 
Bank of America London – UK  European Management Team Management Team 
Bank of America London – UK BAS-Consumer/Retail Team Leaders 
Bank of America New York – US  General Industries Group Management Team 
Bank of America New York – US  ECM-Origination Offsite 30 ECM Professionals 
RBS London – UK  Presentation to Top 40 Top 40 Leadership 
Rothschild Canada Quebec City – Canada  TopGun Performance Offsite Management Committee and Senior Bankers 
ABN Rothschild Paris – France  ECM Global Management Offsite 30 Senior ECM Professionals, and JV Leaders