Advising financial service providers regarding global markets and institutional banking.
Expert opinions on securities, derivatives and digital assets.
Continuing education and seminars on capital markets and derivatives topics.
Professor of Finance at International School of Management (ISM) in Berlin.
Fidelio is a professor of finance and provides fairness opinions on securities, derivatives and digital assets. Fidelio's experience in the financial markets and the investment industry spans some 30 years and includes positions in institutional sales, derivatives marketing, fixed-income research / strategy and risk management. He is a veteran of top Wall Street firms including JPMorgan, Credit Suisse, HSBC and Societe Generale.
Fidelio’s extensive teaching experience includes developing a global derivatives training program, serving as frequent guest speaker at conferences, and training central banks in asset and liability management. He is the author of the Palgrave Macmillan book "Corporate and Investment Banking."
Fidelio's teaching, consulting and publishing focus on financial markets, banking, derivatives and digital assets.
Professor of Finance.
International School of Management (Berlin); since 2021.
Frankfurt School of Finance & Management (Frankfurt); since 2024.
Berlin School of Economics and Law (Berlin); 2017-2021.
Management Consultant.
fidelio tata consulting (Berlin); since 2017.
zeb consulting (Berlin); 2013-2017.
Head of US-Interest Rate Strategy.
Societe Generale (New York); 2010-2012.
Head of Derivative Strategy.
RBS (Stamford, CT); 2006-2010
Head of US-Derivative Strategy.
HSBC (New York); 2004-2005.
Derivative Strategy.
Credit Suisse (New York); 1998-2004.
Derivative Trading, Sales and Training.
JP Morgan (Zurich & New York); 1995-1998.
PhD.
Harvard University & University of St. Gallen; 1992-1995.
Lic. Oec.
University of St. Gallen; 1988-1992.
Exchange Programs.
New York University (NYU) Stern School.
London School of Economics and Political Science (LSE).
Federal Association of publicly appointed and sworn Experts (BVS); member.
German Finance Association (DGF); member.
Blockchain Bundesverband; member of the Experts Board.
Digital Euro Association (DEA); expert.
Professional Women's Network (PWN) Vienna; mentor.
Risiko vs. Ertrag ⎢ Risikoaversion ⎢ Risikomessung ⎢ Diversifikation ⎢ Portfoliotheorie ⎢ Forwards ⎢ Futures ⎢ Swaps ⎢ Optionen ⎢ Smart Derivative Contracts (Blockchain) ⎢ Differenzgeschäfte ⎢ eingebettete Derivate ⎢ Zertifikate ⎢ Absicherung (Hedge) ⎢ Spekulation ⎢ Basiswert-Preisrisiko ⎢ Transaktionskosten ⎢ Hebel (Leverage) ⎢ Chancen/Risiko-Äquivalenzasymmetrien ⎢ Wissensasymmetrien ⎢ Modellrisiko ⎢ Interessenkollisionen ⎢ anfänglich negativer Marktwert ⎢ Liquiditätsrisiko ⎢ Gegenpartei-Ausfallrisiko ⎢ operationelles Risiko ⎢ automatische Vertragsanpassungen (fallback clauses) ⎢ steuerliches Risiko ⎢ CMS Spread Ladder Swap (BGH XI ZR 33/10) ⎢ Long Short Momentum (LSM) Swap (LG Wuppertal 3 0 270/11) ⎢ Ablösung der IBOR Referenzsätze.
€199 zzgl. MwSt.
7-stündiges Lernvideo, welches im eigenen Tempo und ortsunabhängig zum selbstgewählten Zeitpunkt angesehen werden kann.
€499
zzgl. MwSt.
Ganztägiges Webinar, in dem neben der Präsentation auch Fragen beantwortet werden und Diskussionen stattfinden.
€1499
zzgl. MwSt.
Ganztägiges Präsenz-Seminar in den Örtlichkeiten Ihrer Kanzlei.