highlights
Managing Partner Emirates Consolidated Investment Banking UAE
- A highly experienced and knowledgeable Managing Director for the all investment banking operations in the Emirates Group.
- Responsible for developing and implementing strategic plans and initiatives to ensure smooth operation of the financial services industry in the region.
- Appointed as an advisor for several government-owned companies regarding credit investment policy, corporate management risk assessment, structured GCC investment plan, and other projects related to financial services domains.
- Instrumental in setting up the Investment Banking Underwriting Credit Committee which provides oversight and guidance when approving loans and investments in certain types of sectors that fall under their purview.
- A coveted asset to have on board at any financial institution or corporation operating within Emirates Group's scope of operation , due to strong understanding of regulations in key markets and industry dynamics coupled with an impressive track-record in managing large-scale credit investments.
Managing Director SG Morgan Investment Bank
- An exceptional leadership with a vision; has able to capitalize on emerging opportunities while taking care to protect shareholder value in any type of environment or global market.
- The forefront of shaping the overall investment operations and policies for banks and financial institutions.
- Worked with key stakeholders in the industry to foster innovative approaches for effective management practices.
- Developed structured internal policies on investment plans, implementing investment banking underwriting credit committees, and providing insights into Second Private Investment Bank Established in UAE.
- Can help steer a company toward success by recommending the right policies and strategies that will ensure long-term performance goals are met while mitigating risk exposures along the way.
- Bolstered the implementation of the Investment Banking Underwriting Credit Committee and becomes the Second Private Bank established in the United Arab Emirates, by ensuring the soundness of these banking processes was maintained in order to make well-informed decisions that minimize risk while maximizing return on investment (ROI).
Chief Economic Adviser HRH Princess Deena bin Fahad bin Al Saud
- Appointed as the Chief Economic Adviser HRH Princess Deena bin Fahad bin Al Saud, Executive Advisor to the Saudi Royal Family.
- Responsible for developing and implementing a comprehensive vision for the overall investment operations and policies of the royal family.
- An expert in economic theory, current economic trends, and experienced in business administration have prepared him for this daunting task of sustaining Princely Businesses under demanding circumstances with limited resources
- Contributed immensely to the success of some landmark hotel acquisitions in the region and achieved remarkable results by leading deals that had immense complexity and involved significant value creation.
- An expert in structuring complex transactions, allowed him to facilitate large-scale projects, playing a key role in determining acceptable risk levels for major hotel investments around the world, with remarkable success rates on completed deals.
- As the 40% owner and shareholder of ICBC Investment Banking Division, he has accomplished much in his career, leading the successful acquisition of Chase Building Chicago and Grooet Building New York for a whopping $730,000,000.00.
Chief Economic Adviser sir David Jack (Julius Baer)
- A highly sought-after chief economic advisor with numerous accomplishments in overall investment operations and policies.
- A global investor and Board Director of eight companies, has been driven by his steadfast commitment to exemplary financial management, sound overall investment strategies and processes, and insightful advisement.
- As the Chief Economic Advisor at Julius Baer, he played a key advisory role in one of the most ambitious mergers in banking history—the SDC Bankcard acquisition—as well as in several major M&A projects across a range of disciplines.
- Executive advisor ship also extends to key acquisitions such as Agro Bank Portugal for US$780k
- Skilled as an effective strategist within two disparate corporate environments—banking and consumer goods—make him an invaluable asset on executive boards tasked with overseeing complex operations ranging from expansion to overall investment policy making and execution.
Julius Baer Latin America Greater China Acquisition Fund London, UK / New York US]
- A seasoned President, Fund Manager, and Advisor with experience in high-profile Asian markets, Hedge Funds, Options Trading, and Futures.
- Has been working with Julius Baer Latin America since 2018 and was in charge of the Greater China Acquisition Fund strategy from 2010 to 2011
- Worked as a Hedge Fund Switch Option Trader (Futures) between 2009 to 2010 and held positions as a Hedge Fund Switch Option Trader (Options) in 2007.
- Experience comes further consolidated by his Executive MBA titled “Latin America Investment Banking & Private Equity” obtained from Thunderbird School of Global Management in 2016; supplement with his professional certification obtained through IPD - Investment Property Databank as an expert on global transactions in commercial real estate assets/properties which took place between 2012-2013.
- Became the Vice President of Legal & Compliance at an international financial services provider
- Formerly, held an Executive Vice President role at Operations in 2009-2010 as Key Compliance Officer.
- Took a highly diplomatic approach when it comes to building regulatory compliant and efficient KYC CIP policies for the organization due to his industry knowledge and experience.
- Has helped the firm to successfully streamline on boarding process while ensuring valuable client’s information security is maintained correctly under various regional legislation.
Greater China Acquisition Fund London, UK / New York US
- An experienced president and fund manager whose skills have been honed over years of investing in Asian markets 2009 - 2012.
- A current President of the Greater China Acquisition Fund (GCF) in London, UK and New York US, is a testament to his unwavering dedication to finding success in both domestic and international financial markets.
- A diverse experience has made him well-versed in a variety of trading styles and strategies, particularly with options trading throughout the 2009-2010 period when he managed a successful hedge fund switch operation. He was also responsible for setting up GCF2010-2011 as a platform to drive funds allocated towards selected Asian-centric investments.
- An experienced executive vice president of operations, key compliance officer and vice president of legal and compliance. In 2009-2010, Dr. Morgan notably focused on the implementation of KYC CIP policy as part of his prominence in driving business and very low operation costs for organizations, banks, government institutions and financial organizations.
- Implementation of KYC CIP policy was particularly challenging for Dr. Morgan due to the multiple intricate components like customer identification process, customer risk assessment and ongoing monitoring which had to be included in order to ensure that all guidelines were followed effectively.
- Worked diligently to make sure that the policies adopted comply with relevant international laws such as anti-money laundering (AML) regulations while not compromising on operational efficiency or customer service standards. His efforts made him a prime choice among organizations implementing KYC CIP policy across industries worldwide.
- Has been able to produce remarkable returns on investments through accurate foresight into potential trends and movements amid volatile times because of his expertise, knowledge, and insight into Asia's dynamic markets.
Julius Bank AG Zurich, Switzerland Feb 1997 – Jul 2009
- An influential leader during his tenure as Chief Futures Trader and Chief Operational Officer of Julius Bank AG Zurich, Switzerland from February 1997 to July 2009.
- Responsible for the design and implementation of the full structural trading platform, as well as overseeing the creation of efficient risk management processes with a focus on improved client service quality.
- Promoted to Chief Markets Trader in 2007-2008, due to his exemplary performance. Along with his vast knowledge and exceptional organizational skills, he led teams by example, creating a strong presence within both private banking and futures markets sectors.
- Made an impact on the Swiss Borse through his role as Lead Manager for Vontobel Emerging Markets Fund, but also revolutionized global financial markets with his incredible successes.
- An impressive career includes completing the State Commerce Bank Bond Program, which had a total committed amount of $100,000,000.
- With a wealth of experience and expertise in many areas related to the fund market such as strategic asset allocation, portfolio structuring and funds administration. By implementing the Swiss Borse listing Vontobel Emerging Markets Fund program and completion of State Commerce Bank Bond Program ($100,000,000), it gave evidence to his remarkable ability to lead complex projects in fund management sector with successful outcomes.
Merrill Lynch Pierce Fenner & Smith Jan 1996– Jan 1997
- Demonstrate an exceptional trading acumen while serving as Executive President of Fixed Income Operations at the legendary firm Merrill Lynch Pierce Fenner & Smith between 1996 and 1997.
- Successfully obtained a Series 24 Bond Trading License and was promoted from Senior Baby Bond Trader Domestics to Operational Manager of the Bond Desk Trading.
- Develop an innovative Integrated Cross Border Bond Settlement system which provided satisfactory results for both domestic and foreign transactions.
G-Trade (BoNY) New York, US Jan 1995 – Dec 1996
- Recognized in the industry for his expertise and profound knowledge in the financial markets. He worked as an Executive President at G-Trade – Bank of New York (BoNY), one of the oldest financial institutions in the world, from January 1995 to December 1996 and has successfully completed a Series 7 & 63 License, along with a Series 24 Bond Trading License.
- Established himself as an operational manager for bond desk trading — overseeing equity trades and international bond settlements within US borders which played a crucial role in G-Trade’s expanding presence during that period.
significant events
Opening of new corporate headquarters in Dubai for Emirates Consolidated Investments with Chief Executive Officer Dr. Shaun Morgan.
One-on-one session with Samoa's Prime Minister, Tuilaepa Lupesoliai Neioti Aiono Sailele Malielegaoi.
The MCC Chairman for infrastructure and acquisition of Aggie Grey Hotels in the heart of Samoa, to discuss the future of Samoan commerce and culture.
Personal meeting with Subrato Roy for the completion of funding for Grosvenor Hotels London with Bank of China London Hotel.
Subrato Roy, the chairman of the Sahara Group, India's richest man from 2003-2013.
Personal interaction with Ben Sentoso, CEO and President Commissioner of IndoGas PT Indonesia, and signing ceremony for financing and acquisition financing for the 3 BLOCK Exploration and downstream financing for IndoGas PT
Securing the finance for the Urban City Development with MCC Group, for infrastructure financing, Urban City funding with EPC, and turnkey operations for Al Dawait 2030 Development in a private one-on-one meeting with the Saudi Deputy Housing Minister Kingdom of Saudi Arabia.
Following the completion of funding for Energy infrastructure financing, a meeting was held with Dr. Abilio Araujo, the founder of Timor Leste, and Prime Minister Rui Maria de Arajo of Timor Leste.
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Accomplishments
Dr. Shaun Morgan's accomplishments include being a CIBC Oppenheimer Guest Speaker 2011 Emerging Markets and a G-Trade (BoNY) Keynote Speaker (Cross Boarder Debt Re-Structuring & Settlements) and Lead Arranger State Commerce Bank Corporate Bond Issuance for $700 billion.
Lead Arranger Finance Team Econerji New Wind Energy Fund two hundred billions of dollars and Lead Manager FIH Bank Acquisition Denmark Takeover one hundred fifty billions of dollars and three hundred billions of dollars for BlackRock Debt Fund as the lead manager and AdaBank Istanbul, NTA Restructuring for $350 billion US dollars, as well as Guest Speaker Davos, CDS Seminar, and Global Tactical Analysis.
Detailed Accomplishments
- CIBC Oppenheimer Guest Speaker 2011 (Emerging Markets)
- G-Trade (BoNY) Keynote Speaker (Cross Boarder Debt Re-Structuring & Settlements)
- Lead Arranger State Commerce Bank Corporate Bond Issuance ($700,000,000.00)
- Lead Arranger Finance Team Econerji New Wind Energy Fund ($200,000,000.00)
- Lead Manager FIH Bank Acquisition Denmark (Takeover $150,000,000.00)
- Lead Manager BlackRock Debt Fund ($300,000,000.00)
- Co-Manager AdaBank Istanbul, NTA Restructuring ($350,000,000.00)
- Guest Speaker Davos, CDS Seminar, and Global Tactical Analysis