Delphi
Risk
Management
:
change management financial product expert-witness and arbitration
financial innovation and risk consulting
banking training
Warren
Edwardes, CEO, Delphi Risk Management Limited
Profile
History
Social & Charitable
Profile
Nationality:
British 
Profile
- Internationally well-rounded and
experienced as an investment and commercial banker, in a AAA
corporate treasury, in insurance and
as a consultant and trainer demonstrating vision, competence
and drive.
- Dealing desk experience in Treasury
and Capital Markets areas as an asset/liability manager, risk
immuniser and portfolio manager.
-
Structured, marketed, sold and
risk-managed landmark wholesale and retail
investment, financing and derivative
products generating high-quality, low-risk profits in a cross-market
environment.
- Accomplished financial product
innovator and entrepreneur managing
and advising on development processes from concept to closing.
Often quoted in the media on treasury, finance and e-finance.
- Mature, yet alert, entrepreneurial
and quick to react to emerging developments and cross-market
opportunities.
- Probability-trained, taxation and
regulation aware.
- Recognised in communication
skills as an "Advanced Toastmaster". Regular conference
chairman and speaker in Asia, Africa, America and in Europe and
on television and radio on Banking, Finance & Creativity.
- Regularly invited to
write for or be interviewed by newspapers, banking, treasury
and chambers of congress journals. Commissioned by Financial Times
Prentice Hall to write best-selling "Key
Financial Instruments: understanding and innovating in the
world of derivatives" now launched in Spanish as "Instrumentos
financieros fundamentales". Recently commissioned "Bankinsurance
hybrids, insurance derivatives and ART". Invited to act as
publications advisor to the Institute of Islamic Banking and Insurance Publications
- An accomplished linguist,
fluent in Spanish. voz
veu
- Skilled in motivating creative
people in a multinational environment.
Experience & Expertise
e-business
- Developing internet
based finance training firm schoolofbanking.com at
training London international school of banking and finance.
- Advice to a FTSE top 10 firm on
the benefits of setting up technology-driven banking
services operation .
- Appointed WebMaster of 11,000 member The Catenian Association
one year after joining.
- set up websites for charities
Treasury &
Capital Markets Management
- Managed pre-eminent US CP programme
with "interest and currency exchange equalisation account"
(an early swap); currency investments, exchanges and swaps; advice
to purchasing and sales departments on the foreign exchange aspects
of contracts.
- Issued FRNs / FRCDs, managed bond
portfolios; arbitrage structuring; Forecast interest rates and
money supply
Structured Product
Development
- developed "basis swaps"
for use by financial institutions in A/L Management; structured
"repackaged perpetual FRN" debt issue, structured "Perpetual
Currency Swaps", a tax and capital-saving translation exposure
management currency swap;
- Developed retail deposit and loan
product swaps for savings institutions; developed the tax-efficient
"hedged currency deposit" for corporations; LDC debt
package evaluation
- Set up team to include project
management, reporting, exposure control, risk assessment, legal
framework and innovation; invented and implemented the landmark
products: "Break Forward" & the "Limit Swap",
tax and cash flow efficient option substitutes and the "SCOUT".
- Designed Innovative Mortgage &
Savings products for building societies and savings banks and
provided hedging structures.
- Structured asset & liability
Islamic products.
- Created tax and capital-efficient
hedging & investment structures including "Section 233
loans".
Innovation &
Creativity Management
- Re-engineered Innovation process
from thought to product; designed "Delphi Thought Pad"
software at South African Bank
- Coined Hindervation concept which
identifies organisational blockages; "50 Ways to Hinder
Innovation".
- Spoken on IDEA
method of innovation
Marketing &
Sales
- Head of Sales, Treasury and Capital
Markets, London Branch (6 months Interim) at Belgian Bank.
- Clients & relationships for
own consultancy developed in Andorra, Australia, Ireland, Korea,
Portugal, South Africa, Spain, Zimbabwe & the UK.
- Marketed and sold structured financial
products to retail financial institutions and corporations
Derivatives Control
/ Performance
Measurement & Management
- Reverse engineered structured financial
products;
- Designed derivatives valuation
method: "Benefit Functions". Advised on Value @ risk.
- Pension fund performance measurement;
development of APR tables; analysis of randomness of lottery
bonds; development of gilts indices.
- Assisted with futures strategy
prior to set-up of LIFFE.
Asset/Liability
Risk Management
- Hedging using on and off balance
sheet instruments. Structured and developed activity and software.
- Created "Delphi Duration"
blending gaps, simulation and duration and "Composite Liquidity
Scores".
- A/LM during tight central bank
currency, liquidity and balance sheet controls: the UK "corset".
Training
History
|
91 to date |
link
delphi risk
management |
Founder & CEO of consulting and training firm dedicated to
financial product creativity, communication & control |
|
88 to 91 |
link
Bank |
Board Director, Financial Engineering, Capital Markets Division |
|
84 to 88 |
 link |
Assistant Director, Group Asset/Liability Management; Manager,
Group Treasury Product Development |
|
81 to 84 |
British Gas 
link |
Senior International Dealer, Treasurer’s Dept |
|
78 to 81 |
 link
Bank |
Senior Analyst, Balance Sheet Management Section, Treasurer’s
Department |
|
76 to 78 |
UK Government Actuary’s
Dept  link |
Actuarial Officer |
|
70 to 71 |
 link
Equitable
Life Assurance Society |
Actuarial Assistant (pre-university year aged 16) |
Education &
Training
|
93 to 98 |
 link
Toastmasters International |
CTM Communication & Leadership Mar. 96; Advanced Toastmaster
May. 97; Distinguished Toastmaster in progress |
|
94 |
 link |
Certificate in Islamic Banking & Finance |
|
91 |
 link
London
Academy of Performing Arts |
Public Speaking and Presentation |
|
87 |
 link School
of Management |
Managing Creative People |
|
82 - 83 |
 link |
Certificate in Corporate Finance |
|
81 |
 link |
Currency and Treasury Management Training |
|
74 - 76 |
 link |
Grad. Diploma Economics & Econometrics. MPhil thesis in interest
rate term structures published.
 |
|
71 - 74 |
 link University of Sheffield |
BSc Probability & Statistics.(2.i) |
Languages
|
voice |
English |
fluent (mother tongue) |
 voz |
Spanish |
fluent (marital tongue) |
 veu |
Catalan |
intermediate |
|
Italian |
elementary |
|
French |
elementary |
|
Portuguese |
elementary |
Professional
Associations and Societies
UK
Institute of Directors
link
UK
Association of Corporate Treasurers 
link
International
Union for Housing Finance
link
Fellow,
Governor and Publications Advisor, Institute of Islamic Banking & Insurance
link
PRMIA Risk Managers Association
link
London
Business School
Chairman,
Alumni Association Finance Group link
Social
& Charitable Associations and Societies
Catenian Association Webmaster of 10,000 member
organisation. 
link. Also Circle
Past President and and membership
officer and webmaster
Spanish Place church
- developed website; Vice-chairman, Finance Committee
Rotary International 
link City &
Shoreditch Club Communications officer.
Example
Toastmasters International; Past President, Seoul Club & Korea
Area
link
Member of Torremirona
Golf Club, Girona, Spain
Public speaking and creativity training
to selected charitable groups and schools.
Profile
History
Social & Charitable
