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 | Lecturers - Executive Education |  |
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I. Swiss Finance Institute Adjunct Professors
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Teodoro D. Cocca is full Professor for Wealth and Asset Management at the Johannes Kepler University of Linz in Austria and Swiss Finance Institute Adjunct Professor. Previously he worked for Citibank in investment und private banking, was a research fellow at the Stern School of Business in New York and senior researcher at the Swiss Banking Institute in Zurich. He is lecturer for banking and finance at the Universities of Zurich and Fribourg and Chairman of the Private Banking Summit. Professor Cocca is a frequent speaker to academics and investment professionals and a consultant to a number of financial institutions on issues relating to strategic bank management. He has published numerous articles in academic journals.
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Rudolf Gruenig is Professor for Business Administration at the University of Fribourg, Swiss Finance Institute Adjunct Professor and is lecturer of Strategic Management in various executive programs in Switzerland, Denmark and Vietnam. Apart from his academic career, Professor Gruenig is board member and strategy consultant in several Swiss companies. He has written numerous books and articles on strategic management, planning and decision-making (i.e. Rudolf Gruenig, Richard Kuehn - Process-based Strategic Planning, 5th edition, Berlin/Heidelberg 2008 and Rudolf Gruenig, Richard Kuehn - Sucessful Desicion-making, 2nd edition, Berlin/Heidelberg 2009).
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Erwin W. Heri is Professor of Financial Theory at the University of Basel and Swiss Finance Institute Adjunct Professor. At present, his activities in the academic field as well as in the field of investment consulting are: Chairman of “Valartis Bank AG” and for many years President of the investment commission of “Publica” the pension fund of government employees. In addition his is Chairman of a British family office. Formerly, he was an active board member of international renowned financial service providers e.g. Chief Financial Officer at “Winterthur Versicherungen” as well as CFO and Chief Investment Officer at “Credit Suisse Financial Services”. Erwin W. Heri also holds mandates at several advisory boards and is author of numerous books and articles.
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Roger M. Kunz is Professor at the University of Basle and Swiss Finance Institute Adjunct Professor. He is head of Asset Management at the Pension Fund of the SBB. He has been awarded his doctoral degree at the University of Basle in the department of Corporate Finance. After being at the Georgetown University in Washington DC as a research fellow he returned to the University of Basle for his habilitation. Thereafter, he has been working for several years at Credit Suisse as head of Financial Markets and at Clariden Leu as head of investment strategy.
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François-Serge Lhabitant is Chief Investment Officer of Kedge Capital and Swiss Finance Institute Adjunct Professor. François Lhabitant was previously a senior management member at Union Bancaire Privée (Geneva), where he headed the quantitative analysis and risk management of the Alternative Asset Management Group. Prior to that, he was a Director at UBS Global Asset Management in charge of quantitative modeling of hedge funds. On the academic side, he is a Professor of Finance at HEC University of Lausanne (Switzerland) and at the EDHEC Business School (France). Professor Lhabitant received a PhD in finance, an MSc in banking and finance and a BSc in economics from the University of Lausanne, as well as a computer engineering degree from the Swiss Federal Institute of Technology.
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Alfred Mettler is Professor of Finance at Georgia State University (Atlanta, USA) and Swiss Finance Institute Adjunct Professor. He received his MBA and PhD in Finance from the University of Zurich (Switzerland) and has been on the faculty of the Swiss Banking Institute (University of Zurich, Switzerland), New York University (Stern School of Business), and Thunderbird (The Garvin School of International Management). His principal academic interests are in International Banking and Finance, Risk Management of Financial Institutions, and Financial Education. Professor Mettler’s research focuses on equity/debt financing of corporations, enterprise risk management applications, and the management of credit risk exposures. He has leading roles in several Executive Education Programs in Europe and the U.S. and has consulted for various companies and organizations.
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Conrad Meyer is Professor in Business Administration and director of the Institute for Accounting and Controlling at the University of Zurich and Swiss Finance Institute Adjunct Professor. His specialized areas in research and teaching are management accounting as well as selected problems of banking business management, such as management, accounting, controlling, asset- and liability management. He is President of the Commission of the Swiss Accounting and Reporting Recommendations (ARR) and President of the Panel of Experts for Reporting Requirements at the SWX Swiss Exchange. Prof. Meyer is a member of national and international scientific societies, and author of numerous publications and contributions to specialist journals. He plays an important role in teaching and as a consultant to both banking and industrial enterprises.
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II. Executive Education Lecturers
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Ursin Bernard is lecturer for Human Resource Management and Organization at the University of Zurich and the Zurich University of Applied Sciences. He holds a PhD from the Institute for Strategy and Business Economics of the University of Zurich. His empirical research studies have been published in various scientific and practical journals. He has consulted several international companies such as McKinsey & Company, PricewaterhouseCoopers and UBS on organizational and psychological topics. He is currently employed in the Corporate Development department of Credit Suisse.
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José Antonio Blanco is the Regional Chief Investment Officer, EMEA, at UBS, and is a member of the bank's European Management Committee. He is also a member of the bank's Global Wealth Management and Business Banking Investment Committee and heads the Swiss Investment Committee. In his role José Antonio Blanco supervises the investment and research activities for continental Europe, and he is part of the Global Investment Solutions business area, where he heads the Portfolio Engineering team. Prior to his present position Jose Antonio Blanco was the head of EMEA portfolio engineering and investment research. Jose Antonio Blanco has a PhD from the University of Zurich.
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Professor Andrew Clare is the Professor of Asset Management at Cass Business School and the Associate Dean responsible for Cass's MSc programme, which is the largest in Europe. He was a Senior Research Manager in the Monetary Analysis wing of the Bank of England which supported the work of the Monetary Policy Committee. While at the Bank Andrew was responsible for equity market and derivatives research. Andrew also spent three years working as the Financial Economist for Legal and General Investment Management (LGIM), where he was responsible for the group's investment process and where he began the development of LGIM's initial Liability Driven Investment offering. He has published extensively in both academic and practitioner journals on a wide range of economic and financial market issues. In a recent survey Andrew was ranked as the world's ninth most prolific finance author of the past fifty years. Andrew serves on the investment committee of the GEC Marconi pension plan, which oversees the investments and investment strategy of this £3.2bn scheme, and has recently been appointed as a trustee to the Magnox Electric Group Pension scheme.
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Jean Dermine is Professor at the Center for International Financial Services at INSEAD, Fontainebleau. His research interests are in asset-liability management (ALM), Basel II, credit risk, and European banking integration. He is co-author of the ALCO Challenge banking simulation, which has been used on the five continents. His external activities include, for example, a membership at the advisory board of the European Capital Markets Institute, and the position as associate editor of the International Journal of Finance Education.
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Paul Embrechts is professor of Mathematics at the ETH Zurich (Swiss Federal Institute of Technology, Zurich) specialising in actuarial mathematics and mathematical finance. Previous academic positions include the Universities of Leuven, Limburg, and London (Imperial College). He has held visiting appointments at the University of Strasbourg, ESSEC Paris, the Scuola Normale in Pisa and the London School of Economics (Centennial Professor of Finance). His areas of spezialization include insurance risk theory, integrated risk management, the interplay between insurance and finance, and the modeling of rare events. Prof. Dr. Embrechts consults for a number of leading financial institutions and insurance companies and holds several board of director mandates.
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Enrico De Giorgi is Assistant Professor for Mathematics at the University of St. Gallen and Assistant Professor for Finance at the University of Lugano and Swiss Finance Institute. He holds a MS in Mathematics from the Swiss Federal Institute of Technology Zurich and a PhD in Economics from the University of Zurich. He held research positions at RiskLab Switzerland, ETH Zurich, and at the Institute for Empirical Research in Economics of the University of Zurich. His research interests are behavioral finance and risk management. Currently, he is a member of the national Centre of Competence in Research "Financial Valuation and Risk Management".
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Silvia Helbling is Program Director at the Swiss Finance Institute. She holds a degree in Economics lic.oec.publ. with focus on Banking as well as a degree in teaching from the University of Zurich. In addition, she has a PhD from the University of York, Thesis topic: Bid-Ask Spread Analysis under Consideration of Market Liquidity and Information Asymmetry. Silvia Helbling’s professional experience is based on several years of employment in the international commodity trading business. She has undertaken teaching, research and consultancy assignments relating to corporate finance at various institutions of further education including the University of Applied Sciences of Central Switzerland at the Institut für Finanzdienstleistungen Zug IFZ.
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Thorsten Hens is SFI Professor of Financial Economics at the University of Zurich’s Swiss Banking Institute, a Fellow of the CEPR and adjunct Professor of Finance at the Norwegian Business School in Bergen. He is the director of the Swiss Banking Institute, the vice dean of the faculty of economics, business administration and the scientific coordinator of NCCR-Finrisk. Previously he held positions in Bielefeld, Paris and Stanford. His research areas are among others behavioral and evolutionary finance. In researching how investors make their decisions, Hens draws on work in psychology and applies insights from biology in order to understand the dynamics of financial markets.
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Harry Hurzeler is COO and Director Executive Education of the Swiss Finance Institute and was Managing Director of the Swiss Banking School until its merger into the Swiss Finance Institute. Dr. Hurzeler spent 13 years at Credit Suisse, among other as Managing Director of CS Trust & Banking, Tokyo, as Managing Director and Country Manager Japan for CS First Boston, and as Head of CS's international IT. Dr. Hurzeler has a PhD in mathematics from the Swiss Federal Institute of Technology, and a Master in Business from the University of St. Gall, and taught at Ohio State University as a professor of mathematics.
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Prof. Dr. Georg von Krogh, Professor at ETH Zurich, director of the Chair of Strategic Management and Innovation and head of ETH Zurich's Department of Management, Technology, and Economics. He received his MSc from the Norwegian University of Technology and Natural Science, and a PhD from this University's Department of Industrial Economics and Technology Management. He has been Assistant Professor of Business Policy at SDA Bocconi, Bocconi University in Italy, Associate Professor of Strategy at the Norwegian School of Management, and Professor of Management at the University of St. Gallen in Switzerland, and a Director of this University's Institute of Management. His specialized areas in research are competitive strategy, technological innovation, and knowledge management and he teaches courses on Entrepreneurial Leadership, Strategic Management, and Innovation Theory and Research.
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Professor Alexander Ljungqvist holds the Ira Rennert Chair in Finance and Entrepreneurship at New York University’s Stern School of Business where he is Director of Research of the Berkley Center. Prior to joining NYU, Professor Ljungqvist taught at Oxford University’s Saïd Business School and London Business School. He currently serves on the Nasdaq Listing Council and a World Economic Forum commission on “Rethinking Financial Innovation”. In the 2000s, he worked for Deutsche Bank Securities in New York designing alternative trading strategies. Between 1995 and 2000, he was a senior consultant with OXERA Ltd. His primary research areas include financial intermediation, investment banking, initial public offerings, entrepreneurial finance and venture capital, corporate governance, and behavioural corporate finance. He has published articles in these areas in all the leading scholarly journals, including the Journal of Political Economy, the Journal of Finance, the Review of Financial Studies, and the Journal of Financial Economics. In 2011, he was awarded the Kauffman Prize Medal.
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Jens R. Maier is lecturer at the University of St. Gallen and Senior Research Fellow at the Institute for Leadership and Human Resource Management. He holds Master degrees in Industrial Engineering (Hamburg University) and Business Administration (University of Bradford). Warwick Business School awarded a PhD in Business Studies. He held academic appointments in Marketing and Strategy at Warwick Business School (Lecturer), University of Southern California (Visiting Scholar) and London Business School (Assistant Professor). Jens R. Maier held senior executive positions in global companies such as Daimler Benz Aerospace unit as Head of Management Development and as Head of Governmental Affairs in the Strategy Department. He was Head of Corporate Capability Development leading to the launch of the Zurich Development Center.
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Philip Marcovici is CEO of LawInContext Pte. Ltd, the interactive knowledge venture of Baker & McKenzie. He retired as a partner of Baker & McKenzie at the end of 2009 after 28 years with the Firm. Based in Hong Kong and Zurich, he was one of the founders of the Firm’s Global Wealth Management practice, as well as of its Asian tax practice. Among other management roles, he was the chair of the Firm’s Global Private Banking Steering Committee and of its European Tax practice. He is active in working with families, governments and banks worldwide and has been an honorary lecturer at the law school of Hong Kong University and the University of Zurich law faculty. He is an active member of the tax sections of both the American and the Canadian Bar Association.
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Erwan Morellec is Professor of Banking and Finance at the University of Lausanne’s Ecole des HEC. Professor Morellec is Coordinator of the Swiss Finance Institute Doctoral Program. Professor Morellec has also taught at HEC Paris, the University of Rochester, ESA Beyrouth, and EDHEC Nice and has extensive experience teaching executive courses in the US and in Europe. He has been several times on the Teaching Honor Roll at the University of Rochester’s Simon School of Business for outstanding teaching performance. Professor Morellec has research interests in corporate finance and continuous time finance. His most recent research focuses on applications of option pricing theory to capital budgeting, financing decisions, and the pricing of corporate securities. His papers have been published in a variety of scholarly journals including the Journal of Financial Economics, the Review of Financial Studies, and the Journal of Business. Professor Morellec has been engaged in a variety of management consulting activities. Before completing his dissertation, he has served as a consultant for Paribas Corporate Finance for the implementation of real options models and the valuation of international projects. He holds a PhD in Finance (Summa cum Laude) from HEC Paris.
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Deigan Morris is Emeritus Professor of Accounting and Control at INSEAD. After a degree in economics from the University of Nottingham he joined Massey Ferguson UK as a controller. A Ph.D. from the University of Warwick led to an appointment at INSEAD where he was instrumental in building the Accounting and Control Area. He has worked extensively in the financial sector for many years. The focus of his activities has been on helping organisations and executives understand their business model – what things cost, which parts create value and which destroy it. This is particularly problematic in the financial sector because of the importance of indirect costs, variously estimated to be at least 40% of total opex.
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Olivier Scaillet is Professor at the University of Geneva (HEC) and the Swiss Finance Institute. He holds a PhD from the University of Paris IX Dauphine in applied mathematics. His research expertise is in asset pricing and econometrics applied to finance and insurance. He has published several papers in leading journals in econometrics and finance and co-authored a book on financial econometrics. He was one of the award winners of the best paper published in the Journal of Empirical Finance. He is also a longterm advisor for BNP Paribas.
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Reimund Schmidt held positions as head of marketing at various global banks, insurance companies and in the automobile industry. His experience is in marketing strategy, positioning and re-positioning of international brands. Further topics of his expertise are planning of price and capacity, strategy of price and value as well as product bundling, marketing communication, partnerships, market and opinion research, sensoring, trend and environmental analysis, product management, protection of concept and management, business process design. He has a degree in business administration and graduated from the AMP program at Harvard Business School.
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Martin Spillman is an Associate Professor for Finance, Risk & Treasury at the Lucerne University of Applied Sciences and Arts. Prior to his appointment in 2011 he was Deputy Group Treasurer of UBS AG, from where he brings a successful track record of more than 20 years in developing and steering global financial resources through a period of growth and mergers, but also through severe crises, which were followed by regulatory and structural change programs. He obtained his PhD from Zurich University, and he has been periodically teaching in various faculties, including the Swiss Finance Institute.
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Andreas Staub is Director and Head of Channels and Services at Zürcher Kantonalbank. After studying economics at the University of Zurich, he started working as an analyst in ZKB's Economics and Risk Control unit in 1996. Since 1998, he has held various managerial roles in retail banking (branch management, controlling, marketing controlling and distribution development, CRM). He is currently responsible for multi-channel management, the bank-wide sales and distribution system, as well as business services such as the pricing engine. He assists the advisory board of the IFZ (Institute for Financial Services) in Zug as an examinations expert and lecturer in bank management, strategy, corporate governance, CRM and distribution. He is also a speaker at various conferences.
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Kevin D. Stringer is the Chair for the Walker School of Business and Technology at Webster University Geneva. He has been a Visiting Professor at Thunderbird School of Global Management, and a lecturer in strategy in the IBR Global MBA at Steinbeis University Berlin. With extensive mangement and leadership experience at three major Swiss banks, he has expertise in financial institutions, banking operations, wealth management, and offshoring / outsourcing strategies for the financial services industry. His research interests are correspondent and transactional banking, offshoring / outsourcing, strategic banking operations, and microstates. He holds a PhD from the University of Zurich, an MA from Boston University, and a BSc from the US Military Academy at West Point.
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Paul Verdin is professor and chair in strategy & organization at Solvay Business and Polytech Engineering Schools (ULB, Brussels), professor of strategy & international management at K.U.Leuven, and formerly “Distinguished Visiting Professor” at INSEAD, where he has been on the faculty for over 15 years. Previously he was among others professor at IESE Business School. He obtained his PhD in Economics at Harvard University and gained practical experience among others at McKinsey & Co., Merrill Lynch Capital Markets, the I.M.F. and the World Bank. He directs executive seminars, consults numerous companies on strategy processes and serves as a non-executive board member of companies and non-profit institutions. His widely cited research focuses on the critical role of innovative company strategy & organization for long-term value creation, and the strategic and organizational challenges of globalisation and regional integration.
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Alexander F. Wagner is Professor of Finance and Financial Markets at the University of Zurich. He holds a PhD from Harvard University, where he also taught in the Master's program. His previous degrees include a doctorate in economics and a law degree from the University of Linz, Austria. Research: corporate finance and corporate governance incl. executive compensation, as well as behavioral finance and environmental economics. Prof. Wagner has consulted several companies and governmental organizations on these and other topics. His research has appeared in the Journal of Economic Behavior and Organization, the Journal of the European Economic Association, Economics Letters, and other international journals. He is a recipient of the ring of honor of the Republic of Austria, APART fellowship (Austrian Programme for Advanced Research and Technology), awarded to outstanding researchers under the age of 35.
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Ingo Walter is Vice Dean – Faculty and the Seymour Milstein Professor of Finance, Corporate Governance and Ethics at New York University Stern School of Business. His principal areas of academic and consulting activity include international banking and capital markets. Professor Walter is the author and/or editor of 27 books, most recently “Regulating Wall Street”, published by John Wiley & Sons in 2011. He studied at Lehigh University and received his PhD degree from New York University.
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Heinz Zimmermann is professor of economics with focus on finance market theory at the University of Basle as well as professor of International Corporate Finance at WHU Otto Beisheim Graduate School of Management, Vallendar, Germany and a founder member and lecturer at the Institute of Finance Market Analysis IFFA. Prof. Zimmermann's main areas of research include portfolio management, price formation in capital markets, control/securing of risks and current financial questions. He actively publishes and he is both a member of the board of directors and a founding member of various corporations in the field of Asset Management.
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