2025 Oxford Agenda
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1
NETWORKING AND CULTURAL PROGRAMME: OPTIONAL PRE-COURSE MORNING IN OXFORD
9:30 – 11:30
Personal Time: Opportunity to explore this stunning town
Explore the city’s beginnings as a humble Saxon town through to its current position as a world-famous seat of learning and culture. Opportunity to visit many world-class centres of learning and discovery, for example, the amazing Pitt Rivers Museum of Christ Church College, the alma mater of numerous British Prime Ministers and many outstanding University sights
11:30 – 13:00
Private guided walking tour of Oxford
Starting at the Randolph Hotel, this private, guided tour will give you an insight into the history of Oxford, especially as a centre of learning and originally religious devotion, including entry into one of the colleges. The tour will finish at the Rhodes House
COURSE PROGRAMME
13:00 – 14:00
Lunch & Networking at Rhodes House
14:00 – 14:20
Event Opening, Welcome Introductions and Course Objectives
Dr. Theodore Roosevelt Malloch
Programme Director, Intellect Oxford School of Wholesale Banking, CEO, The Roosevelt Group, Former Research Professor at Yale University, Professor of Strategic Leadership and Governance, Henley Business School, Senior Fellow in Management Practice, Saïd Business School, University of Oxford
Manish Maakan
School Sponsor, Intellect Oxfod School of Wholesale Banking & CEO – iGTB, Intellect Design Arena
OPENING
14:20 – 15:00
CEO / CIB Perspective on Wholesale Banking
15:00 – 15:40
Wholesale / Transaction Banking Canvas: The Key Considerations
Rajesh Mehta
Programme Director, Intellect Oxford School of Wholesale Banking, Strategic Advisor, Global Growth Advisory Board, Intellect, Senior Advisor, Boston Consulting Group (BCG), Former Managing Director, Treasury and Trade solutions, Citi
15:40 – 16:20
Design Thinking for Transformation in Banking
Manish Maakan
Intellect Design Arena
16:20 – 16:40
Break
16:40 – 17:20
AI in Banking Innovation – Applications in Pricing, Transformation and Ecosystem Building
DAILY WRAP UP
17:20 – 18:00
Intellect Design Arena
EVENING PROGRAM
18:00 – 19:00
Personal time / Opportunity to explore Oxford
19:00 – 20:00
Tour and Dinner at the Museum of Natural History
The Museum of Natural History was established in 1860 and holds an internationally-significant collection of natural history specimens and archives in a stunning example of neo-Gothic architecture. The award-winning Museum collection includes the world’s first scientifically described dinosaur.
20:00 – 22:00
Dinner With The Dinosaurs: Geopolitical, Economic Developments and Business Impact
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2
MANAGE, MOVE & MAKE MONEY
09:30 – 09:45
Setting The Context
Intellect Design Arena
09:45 – 10:30
Deposits and Liquidity Management: Strategies, Leveraging Data and Balance Sheet Management
10:30 – 11:15
Payments and Receivables: Embedded Payments, Receivables, Innovation and Client-centric Solutions
11:15 – 12:00
Trade / Supply Chain Finance: Driving Trade Transformation with Collaborative Client Case
12:00 – 13:00
Lunch & Group Photo
BUILDING SECTOR SPECIFIC ECOSYSTEMS FOR GROWTH
13:00 – 13:45
E-Commerce
13:45 – 14:30
Energy / Manufacturing
14:30 – 15:15
Government
15:15 – 15:55
Session to be confirmed
DAILY WRAP UP
15:55 – 16:15
Intellect Design Arena
16:15 – 17:00
Exploring the Bodleian Library
The Bodleian Library is one of the oldest libraries in Europe, and in Britain is second in size only to the British Library. It holds over 13 million printed items including outstanding special collections of rare books and manuscripts, classical papyri, maps, music, art and printed ephemera.
17:00 – 20:00
Personal time / Opportunity to explore Oxford
EVENING PROGRAM
20:00 – 22:00
Ashmolean Museum Tour and Dinner
Dinner at the Ashmolean Museum
The Ashmolean is the University of Oxford’s museum of art and archaeology, founded in 1683. Our world famous collections range from Egyptian mummies to contemporary art, telling human stories across cultures and across time
20:00 – 20:30
Future of Finance
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3
PLAYBOOK FOR WHOLESALE BANKING TRANSFORMATION
09:00 – 09:15
Setting The Context
Intellect Design Arena
09:15 – 10:00
A Wholesale Banking Head’s Perspective
10:00 – 10:45
A Transaction Banking Head’s Perspective
10:45 – 11:30
A CIO’s Perspective
11:30 – 12:00
Break
12:00 – 12:40
CIO Panel
12:40 – 13:10
Reflections: My Takeaways
13:10 – 13:25
Closing Address
Dr. Theodore Roosevelt Malloch
Programme Director, Intellect Oxford School of Wholesale Banking,
13:25 – 14:00
Lunch
14:00 – 16:00
Depart to London by Luxury Executive Coach
16:00 – 17:00
Arrive at The Cavendish Hotel, Mayfair, London & Check-in
GRAND GRADUATION CEREMONY AND DINNER
18:00 – 20:00
Cocktail Reception, Certificate Presentation, Photographs & Networking
Graduation Ceremony at the Oxford and Cambridge Club
The Clubhouse is a Grade II* listed building, and was designed for the Oxford and Cambridge University Club by Sir Robert Smirke (best known for the British Museum). It opened to members in 1838. The facade is an important example of the Greek revival style. In 1952 the Club extended its premises to incorporate the neighbouring house, 77 Pall Mall, formerly the home of Princess Marie Louise, a granddaughter of Queen Victoria
20:00 – 22:00
Dinner
20:00 – 20:30
Oxford Closing Speaker
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4
07:30 – 11:00
Breakfast
11:00
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