Intellect Oxford

Intellect Oxford
Executive Programme in
Wholesale Banking

21st May to 23rd May 2025

Exclusive Invite to the world's only Executive-level
Wholesale Banking learning experience.

Intellect Oxford
Executive Programme in Wholesale Banking

Exclusive Invite to the world's only Executive-level
Wholesale Banking learning experience.

2024 Oxford Agenda

The course has a series of learning modules that cover specific topics and have defined learning objectives.

THE FUTURE OF WHOLESALE BANKING - STRATEGIC CONTEXT

KEY THEMES IN CORE WHOLESALE BANKING AREAS: MANAGE, MOVE AND MAKE MONEY

LEVERAGING SECTORAL AND ECOSYSTEM SPECIFIC SOLUTIONS FOR GROWTH

PLAYBOOK FOR WHOLESALE BANKING TRANSFORMATION

Programme Leadership

Meet the illustrious leadership behind this prestigious school.

Expert Guests

Session leaders from previous editions
include:

Alumni of the Intellect Oxford Course

Our alumni have been from leading Financial institutions from Around the globe, providing an Important international Perspective to all discussions.

Location Highlight

The town of Oxford, is the setting for the first two days of the programme and home to an 800 year old institution bearing its name.

Programme
Leadership

The programme is designed as a highly participatory executive-level learning event. You will hear from seasoned practitioners of Corporate Banking who have achieved important success in major global and regional financial institutions. Their practical insights will be punctuated by peer-to-peer learning exercises, enabling participants to grasp a deep understanding of how other people have addressed many common challenges.

Manish
Rajesh Mehta

Manish Maakan

School Sponsor

Andrew England

Founding Curriculum Director

Dr. Theodore Roosevelt Malloch

Programme Director

Borna Ljubicic

School Director

Rajesh Mehta

Programme Director

Programme
Leadership

The programme is designed as a highly participatory executive-level learning event. You will hear from seasoned practitioners of Corporate Banking who have achieved important success in major global and regional financial institutions. Their practical insights will be punctuated by peer-to-peer learning exercises, enabling participants to grasp a deep understanding of how other people have addressed many common challenges.

Manish

Manish Maakan

School Sponsor

Andrew England

Curriculum Director

Dr. Theodore Roosevelt Malloch

Programme Director

Borna Ljubicic

Program Director

Expert Guests

Session leaders from previous editions include

Lord Stephen Green

Former CEO,
HSBC

Ashok Vaswani

CEO, Barclays UK,
Barclays

Charles McManus

CEO,
Starling Bank

Lester Owens

Head of Operations,
Wells Fargo

Suresh Viswanathan

COO,
Lloyd TSB

Damaso Cebrian

Global CIO,
Santander

Tracy Black

CEO,
Payments Canada

Werner Steinmüller

Chairman, Deutsche Bank SPA Italy,
Deutsche Bank

Andrew Bester

Head of Wholesale Banking, Member of the Management Board, ING

Hendra Lembong

CEO,
CIMB Group

Etienne Bernard

Global head of Wholesale Banking, Credit Agricole, CIB

Rhomaios Ram

Founder, Digital Bank, Global Head of Product Management TB, Deutsche Bank

Michael Harte

Head, Group Innovation,
Barclays

Michael Spiegel

Global Head,
Wholesale Banking, Standard Chartered

José Luis Calderón

Head of Wholesale Banking, Santander Group,
Spain

Richard Jardim

CIO,
Canadian Imperial Bank of Commerce

Mark Smith

Head of Treasury and Trade Solutions,
EMEA, Citi

Isaac Thomas

Head of Wholesale Banking Group,
Kotak Mahindra Bank

Ramana Kumar

Head Wholesale Banking,
National Bank of Abu Dhabi

Rohit Joshi

MD, Head of Global Liquidity and Cash Management, HSBC

Chiris Ward

Head of Wholesale Payments,
Truist

Brendon Reilly

Head of Wholesale Banking Products,
Silicon Valley Bank

Joydeep Sengupta

Senior Partner, Leader of Asia Pacific Banking Practice, McKinsey & Company

Davide Taliente

Managing Partner,
Oliver Wyman

Ludovic Tran

Co-head Strategy & Consulting France,
Accenture

Peter Hazou

Head of Business Development, Financial Services, Microsoft

Sopnendu Mohanty

Chief Fintech Officer,
Monetary Authority of Singapore

Daniel Szmukler

Head, Innovation, Partnerships and Strategic Engagement, EBA

Intellect Oxford School of
Wholesale Banking

Is held annually in Oxford at the Rhodes House, an architectural jewel erected in the early 20th century. The course finishes at the Oxford and Cambridge Club in London. The Club house is a Grade II* listed building, and was designed by Sir Robert Smirke (best known for the British Museum).

A unique vantage point to spot opportunities and obstacles to operational excellence

A two and a half day face-to-face immersive learning experience

Designed to help corporate banking executives develop winning strategies

Empowering improved decision making and change management

A Comprehensive Agenda of Topics

The course has a series of learning modules that cover specific topics and have defined learning objectives

I am as proud of many of the things we haven’t done as the things we have done. Innovation is saying no to a thousand things.

~ Steve Jobs

1.Growing the Transaction
Banking Business

Capex spend remains a scarce resource. How can Corporate banks leverage their array of wholesale banking assets to do more business with existing client portfolios and be more innovative in penetrating new business opportunities? What are the growing segments and how to seize them.

2. Managing Business
at Scale

How mature organizations can optimize wholesale banking business and stay on the edge. How to achieve operational excellence and what are the are the key factors to manage operational efficiency.

3. Building Transaction
Banking Technology

What are the realities that surround the re-engineering of the base operations and technology platform? Uncover the myths and myriad statistics. Learn from the experiences of seasoned CIO professionals across 4 continents.

4.Managing the
Future

These times are unprecedented. How to manage and address the increased number of challenges? What are the key changes in front of us? Get insights into risk, explore rising areas of AI in wholesale banking, and gain awareness into the new disruptive markets.

2025 Oxford Agenda

Pre-course

NETWORKING AND CULTURAL PROGRAMME: OPTIONAL PRE-COURSE MORNING IN OXFORD

DAY 1 Highlights

AM

11:00

DAY 1 - WEDNESDAY, 21 MAY

AM

11:30

Starting at the Randolph Hotel, this private, guided tour ...

DAY 2 Highlights

AM

09:30

Setting The Context

PM

09:45

Deposits and Liquidity Management: Strategies, Leveraging Data and Balance Sheet Management

DAY 3 Highlights

AM

09:00

Intellect Design Arena

AM

09:15

A Wholesale Banking Head’s Perspective

Image Gallery

Intellect Oxford School of Wholesale Banking 2024.

Here is the glimpse of the action at our past events.

Video Gallery

Our 300 Strong Alumni

are leaders from these Global Banks

Alumni of the Intellect Oxford Course

The course has a series of learning modules that cover specific topics & have defined learning objectives

Great experience! You’ve done a great job putting this programme in place, so I strongly recommended it.

Patrik Havander, Head of TxB Strategy &
Commercial Excellence, Nordea

Great experience! You’ve done a great job putting this programme in place, so I strongly recommended it.

Henrik Lang, MD, Head of Liquidity, Global
Transaction Services, EMEA, Bank of American Merrill Lynch

Great experience! You’ve done a great job putting this programme in place, so I strongly recommended it.

Vipul Lalka, VP Enterprise Payments platform & Capabilities, TD Bank

I found that the group activities were an excellent way of drawing in different experiences.

JD Penner, Senior Director, Cash Management and Payment Solutions, Commercial Solutions, CIBC

News

Your Exclusive
Invitation

Intellect Oxford, an exclusive invite-only education program covers fees, curriculum, materials and meals. The program also includes guest speakers and transportation between events. Participants fund their travel to Oxford and stay at special rates at Randolph Hotel, Oxford and Cavendish Hotel, London. Elevate your learning experience with us.

More than 60% of the
world's top banks
#winwithiGTB

For more information and to book your
reservation please contact
[email protected]

Your Exclusive invitation to
#winwithiGTB

As the leading provider of banking solutions to several of the world’s largest banks, iGTB has a unique vantage point to spot opportunities and obstacles to operational excellence. As an organization, we are actively engaged in optimizing our client’s abilities to compete more effectively in the marketplace working with them to strengthen their client franchises. See you at Oxford.

More than 60% of the
world's top banks
#winwithiGTB

For more information and to book your
reservation please contact
[email protected]

Intellect Oxford

01: THE FUTURE OF WHOLESALE BANKING - STRATEGIC CONTEXT

Capex spend remains a scarce resource. How can Corporate banks leverage their array of transaction banking assets to do more business with existing client portfolios and be more innovative in penetrating new business opportunities? What are the growing segments and how to seize them.

02: KEY THEMES IN CORE WHOLESALE BANKING AREAS: MANAGE, MOVE AND MAKE MONEY

How mature organizations can optimize transaction banking business and stay on the edge. How to achieve operational excellence and what are the key factors to manage operational efficiency.

03: LEVERAGING SECTORAL AND ECOSYSTEM SPECIFIC SOLUTIONS FOR GROWTH

What are the realities that surround the re-engineering of the base operations and technology platform? Uncover the myths and myriad statistics. Learn from the experiences of seasoned CIO professionals across 4 continents.

04: PLAYBOOK FOR WHOLESALE BANKING TRANSFORMATION

These times are unprecedented. How to manage and address the increased number of challenges? What are the key changes in front of us? Get insights into risk, explore rising areas of AI in transaction banking, and gain awareness into the new disruptive markets.