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 |
