Matt is our Founder and a passionate trainer.
His interest in education stems from his 10 years as an Account Executive looking after Global Hedge Fund and Asset Management clients. Matt quickly discovered that many of the financial market topics that his clients wanted to learn about were the exact same topics that he was striving to develop a better understanding of himself.
This led Matt to join the coveted Financial Markets Education team at UBS, a unique in-house education team that specialised in running a curriculum of financial market and product classes for both UBS employees and clients. Matt was responsible for building out the client offering; managing programs, creating content and teaching courses.
As financial markets entered a significant period of regulatory change Matt pivoted to take his client experience and market knowledge to focus on Regulations and Compliance topics.
Matt leverages his time spent as an attendee of training and fuses this with his deep markets knowledge and regulatory expertise to deliver engaging training designed to decipher complexity and equip learners with the knowledge they need to remain compliant and competent within their roles.
Matt leads on our Compliance & Regulations offerings.
Danielle is an experienced designer, facilitator and executive coach.
As a coach, she uses a strengths-based approach and works with mid-to-senior level professionals planning and developing their career, working through transition or organisational change and helping technical experts develop management skills and hone their leadership style. She is pursuing her executive coaching accreditation and is passionate about helping individuals achieve their potential and be happier in their careers.
Danielle is an adept designer with more than fifteen years' experience developing bespoke learning solutions with her clients. She designs and develops content using a myriad of methodologies including modular learning, face-to-face experiential or immersive learning, eLearning, assessments, virtual classrooms, and games. She has an excellent reputation with her clients for being creative, pragmatic and solutions focused.
Danielle possesses a solid background in communication and facilitates training across a wide range of personal development topics including management, coaching, communication, and business skills.
Danielle leads on our Personal Development offerings.
Kai Hing Lum
Kai Hing is an expert financial markets educator.
Kai Hing held several roles during his 21-year tenure at UBS across audit, in which he focused on trading and derivative businesses; and a specialized team responsible for the structuring and risk assessment of complex trades and new businesses.
Equipped with both broad and detailed understanding of finance, Kai Hing then joined the renowned UBS Financial Markets Education team and took on global responsibility to manage programs, create content and teach courses to colleagues and clients on a wide range of topics on equities, fixed income, FX, derivatives, equity valuation, portfolio analysis, risk control frameworks and methodologies.
As an experienced presenter with energetic and enthusiastic presentation style, coupled with a deep understanding of the subjects from his practical experiences, Kai Hing constantly receives high praise from his audience.
Before his career in the financial industry, Kai Hing taught and did research in mathematics after obtaining his Ph.D. in mathematics from the University of Chicago.
Kai Hing leads on our Financial Markets offerings.