africa house, 64-78 kingsway
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Africa House, 64-78 KingswayLondon WC2B 6AHTel: +44 20 7404 3522www.threesixtyconsulting.com
September 2006
360 ConsultingTraining and Advisory Services
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Contents
Company Overview
Key Personnel
Client Successes
Our Expertise
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Founded in 2001, we are an experienced group of finance professionals. Our team consists of highly skilled trainers, researchers and leading experts
Our extensive network of contacts provides vital industry insights tailored to our clients
We work with clients to fully utilise their internal resources and maximise their competitive advantage – customised training programmes
We are experienced at serving a diverse client base from growing financial firms to global investment banks
Company Overview
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Our Expertise
Customised to Our Client’s Needs
Regulatory and Compliance
Technical
HR OutsourcingWorkplace Equality
Soft and Business Skills
Hedge Funds
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Our Expertise : Soft and Business Skills Training Top Performance Sales
Training
Business Training
Presentation Skills
Strategic preparation of the call-meeting – cold calling and fact finding, driving the deal to the close and joint meetings, leveraging your team - internal selling and cross marketing, effective follow-up and handling difficult client situations, one on one feedback and coaching
Project Management, Focused Improvement, Planning and Control, Relationship Management, Consulting Skills
Demystifies presentations and makes even the most fearful presenter feel they can have an effect on an audience. Individuals are shown how they must use their own communication skills and to be able to adapt their personality to be effective and have impact on any audience in any situation. Training is highly interactive and challenging using video and experienced professional playback to focus in on developmental areas Inter-Personal Training
Team Building, Negotiation, Leadership Skills, Appraisal Skills, Handling Conflicts, Time Management
Personal Development and Coaching
Tailored training but can include: coaching individuals to achieve their goals, mobilising teams to enhance performance, facilitating groups to deliver effective results, building leadership capability in change, enhancing personal effectiveness, conflict resolution
Fast Effective Reading(or Speed Reading)
Recommends ways to eliminate poor physical reading habits and develop better concentration for longer periods of time, as well as avoid common problems in absorbing and retaining written information, so as to vastly improve productivity
Effective Studying, Learning and Exam Techniques
Reinvents the way a person studies, makes notes, learns and recalls information. It introduces memory techniques that will energise study, making it infinitely more effective and interesting. It demystifies the uncertainties of any exam and leaves the delegates with key techniques that will maximise their chances of success
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Our Expertise : Workplace Equality
Behaviour in the Workplace: These programmes look at employment issues concerning discrimination, bullying and harassment. 360 consulting can conduct interviews in the firm to understand what behaviors pose the greatest risk and designs case studies around these issues. Training sessions use actors and facilitators to raise awareness and explore difficult “grey” areas
Women In Banking: This series targets female employees and helps them to actively manage their careers, identify areas for development and cultivate the skills necessary for promotion
Managing Inclusively: In conjunction with the Cranfield School of Management, this programme trains managers to build and develop a diverse team. This includes developing an understanding of team dynamics and communications and learning to recognise contribution in all its forms
We have developed a number of programmes to help clients deal with the challenges of striving to achieve equality in the workplace:
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Our Expertise : Regulatory and Compliance
Financial Crime
• Market abuse
• Money laundering
Training and Competency
Approved Persons
Conduct of Business Rules
Exchange Trading Rules
Consumer Protection/Best Practices
• Conflicts of interest
• Reputation risk
Regulatory Pipeline-Future Developments
Ethical Business Decision Making
We have developed a number of programmes to help clients with their regulatory and compliance needs:
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Our Expertise : Technical
Product • Bonds • Equities • Futures • Interest Rate Futures • Options and Option Volatility • Equity Derivatives, Convertibles, Statistics • Exchange Traded Derivative Products • Exotic Options and Volatility • Foreign Exchange • Swaps • Repos • Structured Products • Insurance and Weather Derivatives • Corporate Hedging Strategies • Futures Trading Strategies • Collective Investment Schemes • Equity Investing Strategies • Option Trading Strategies • Portfolio Construction • Portfolio Theory • Asset Management • Measuring Portfolio Return • Performance Attribution • Quantitative/Mathematical Modelling • Essential Financial Mathematics
We have developed a series of technical programmes which can be customised to the needs of clients from entry to advanced level, some of these include…
Risk Management• Defining Risk • Interpreting Risk • Recognising Sources of Risk • Determination of Risk and Valuation of Derivatives • Credit Risk • Analysing Equity Option Risks
Current Market Developments• Introductory Training to Financial Markets • UK Equity Trading Systems • Credit Markets and Instruments • Psychology in Financial Markets
Finance and Accounting• Accounting Principles • Introduction to Financial Statements • Analysing and Interpreting Financial Statements • Financial Statement and Ratio Analysis • Corporate Finance • Finance for Non-financial Managers
Intelligent Bank• Let us identify, design and administer a programme
utilising high profile industry experts for your employees and clients
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Our Expertise : Hedge Funds
Overview These half day practical interactive workshops are designed specifically for hedge fund managers to ensure that they satisfy the FSA regulatory requirements. All exercises, case-studies and typologies will be specifically tailored to client business to ensure delegates not only become aware of the applicable rules but also understand how they impact their job on a day-to-day basis
Courses • Financial Crime - Money Laundering and Market Abuse • Marketing and Selling Hedge Funds • Senior Management Responsibilities • Training and Competence Regime
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Our Expertise : HR Outsourcing
Benefits of Outsourcing
Cost-efficient access to the expertise of a Human Resources professional without additional headcount
Flexible resource which can be tapped as necessary for the full range of Human Resources needs in a small or rapidly growing firm. Available on site or via telephone at firm’s discretion
Ensure compliance with employment legislation on an ongoing basis in a changing regulatory environment
Practical and experienced Human Resources perspective which can help prevent small issues from developing into larger problems
Key Areas of Focus
Employment contracts and procedures
Review and update contracts of employment for all staff
Provide disciplinary procedures, grievance procedures and termination of employment procedures to ensure they meet the legal minimum standards and are appropriate for the Company to use
Policies and working practices
Ongoing HR outsourcing services
Develop policies and working practices covering a range of issues including sick pay and sickness absence policy, annual leave policy, bereavement policy, etc
Develop appraisal forms for all staff Provide new hire checklist Review and advise on FSA standards on
recruiting approved persons Advise on record keeping requirements
Ongoing HR support and advice by telephone/email/face-to-face
Advice and support on employment law Issue offer letters/ contracts and exit
documentation Manage redundancy EXCLUDING Tribunal
process Manage dispute resolution/ disciplinary
issues A resource on behaviour at work issues Maintain staff records
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Client Successes
Competitor Mapping and Supplier Review
Conducted a competitor mapping of training and development initiatives across a select group of firms in London and New York. A supplier review was simultaneously completed to identify the best providers of training services for particular topics across both markets. The project provided a benchmarking for the client’s initiatives and budgeting as cost data was also included
Creating a Compliant Culture
Designed a three part programme for a universal bank looking to upgrade its European regulatory and compliance framework. This included a senior management forum to review the vision for corporate culture and to inspire managers to take a leadership role in realising change. Division-wide training on specific regulatory and compliance issues was rolled out. This was supplemented by compliance awareness sessions using case studies and role-playing by actors Psychology of Trading,Dr. Brett Steenbarger
This unique programme was designed for traders to provide an understanding of the behavioural and emotional patterns that accompany risk taking which would enable participants to identify common pitfalls under conditions of heightened risk and what to do about them. Through participant self assessment, participants could recognise personality and cognitive strengths and weaknesses enabling them to cope better with risk, anxiety, threat and stress
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Client Successes
Equities Technical Training
A comprehensive technical training programme was designed for the entire European equities division in a global investment bank. Line management interviews were conducted and customised content utilising in-house resources was developed. The programme serves as a management and career tool. Following successful programme roll-out, the mandate was extended to New York
Associate Training Programme
A week long training programme was structured for newly promoted Associates in a mid-sized European investment bank. The format was designed to complement existing technical courses and encourage Associates to think more broadly about the firm and their role within the organisation. Sessions were highly interactive and incorporated line presentations. Skills emphasised included analytics, presentation and personal skills, and ethics in the context of daily business decisions
Talent Management
For a European investment bank, 360 consulting designed a year-long talent management programme consisting of monthly sessions which combined inspirational speakers, training courses, high-profile roundtable discussions, and culminated in a presentation to senior management
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Key Personnel
Penny Walker Penny was admitted as a solicitor in October 1995 whilst in private practice with City firm Trowers & Hamlins. She has worked as a training consultant for several years specialising in the area of compliance and ethics and has designed and delivered regulatory and professional development courses for many of the world's top investment banks. Penny holds an honour’s degree in Psychology from the University of Southampton and obtained first class honour’s in the Law Society Final Examinations at Guildford College of Law.
Paul Evans Paul trained as a Chartered Accountant with PWC. After working for Schlumberger in treasury and in corporate finance, Paul began a career as a financial trainer in 1986. He set up the financial services division of BPP, the largest quoted training company in Europe where he was managing director. He then moved to HSBC as global head financial training. Paul has delivered training to over 70,000 professionals on 5 continents.
Laura FontaniLaura is a former Vice President of JPMorgan and Morgan Stanley bringing over twelve years of sales and management experience in the field of fixed income products. During this time, Laura managed the Fixed Income Sales team for JPMorgan in Brussels including direct coverage of key institutional clients in the Netherlands, Belgium, and Luxembourg. For Morgan Stanley in London she was responsible for Southern European institutional clients focusing on Italy and Greece. Clients covered include insurance companies, investment funds, banks and corporate treasurers. Laura now provides financial organisations with high quality, innovative training and consulting services aimed at optimising distribution capabilities in capital markets. Laura is a graduate of Columbia University and is bilingual in Italian and English and fluent in French and Greek.
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