Fidelio Tata, PhD⎢Advisory Background and Project Experience
Financial Markets Expert.
My advisory work draws on the close integration of research, teaching and international capital markets experience.
Areas of Expertise.
Global Markets: Management, Sales, Trading and Research.
Derivatives and Risk Management.
Institutional investors, including pension funds and hedge funds.
Fixed income.
Financial market regulation and supervisory requirements.
Crypto-assets and blockchain technology in finance and banking.
CPD and competence frameworks for crypto-asset service providers (CASPs) under MiCA.
Selected Projects.
G10 savings bank — Design and implementation of a new organisational structure for Treasury.
Global investment bank — Development of a prototype for a P&L explain solution to improve performance attribution.
International transport finance bank — Strategic evaluation and establishment of an investment banking division.
Global universal bank — Implementation of new U.S. regulatory reporting requirements for exchange-traded derivatives and alignment with Swiss regulatory requirements.
European universal bank — Adjustment and strategic realignment of investment research in response to changing regulatory requirements under MiFID II.
Agricultural cooperative — Evaluation and further development of a corporate hedging programme using futures traded on a commodity exchange.
Global universal bank — Modelling of revenue potential based on wallet share in European investment banking.
European credit institution — Stabilising net interest income (NII) through the use of asymmetric derivatives.
European credit institution — Study on the potential use of deep learning (DL) for interest rate forecasting.
Bank for independent asset managers — Training programme on blockchain and crypto-assets.
