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 TopGunSM 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 TopGunSM 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 TopGunSM 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 TopGunSM 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 TopGunSM Performance Offsite Management Committee and Senior Bankers
ABN Rothschild Paris – France ECM Global Management Offsite 30 Senior ECM Professionals, and JV Leaders