2024 OXFORD AGENDA
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NETWORKING AND CULTURAL PROGRAMME:
OPTIONAL PRE-COURSE MORNING IN OXFORD9:00 – 11:00
Free time: opportunity to shop or explore
this stunning townExplore 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 13 British Prime Ministers and many outstanding University sights!
11:00 – 12:35
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, ready to begin the course
COURSE PROGRAMME
12:35 – 13:00
Lunch & Networking at
Rhodes House
13:00 – 13:15
Event Opening, Welcome
Introductions and Course
ObjectivesDr. Theodore Roosevelt Malloch
Programme Director, iGTB Oxford School of Transaction Banking, CEO, The Roosevelt Group, Former Professor of Strategic Leadership and Governance, Henley Business School, Senior Fellow in Management Practice, Saïd Business School, University of OxfordManish Maakan
School Sponsor, iGTB Oxford School of Transaction Banking & CEO, iGTB
OPENING SPEECH
13:15 – 14:00
Oxford opening speaker
Jean-Pierre Mustier
Former CEO, UniCredit
GROWING THE TRANSACTION BANKING BUSINESS
14:00 – 14:10
Setting the ContextJoshua Cohen
Head of Corporate Treasury and Liquidity
Product, iGTB
14:10 – 14:50
The Canvas for Transaction Banking
Rajesh Mehta
Former Regional Head, Treasury and Trade
Solutions, Asia Pacific, Citibank
14:50 – 15:30
A Transaction Banking Journey:
A Case StudyRamesh Lakshminarayanan (TBC)
HDFC Bank
15:30 – 15:45
Break
15:45 – 16:15
Growing transation banking –
A Case StudyJames Deely
Former Advisor, Office of the President,
Bangkok Bank, Former Regional COO,
Asia-Pacific, Global Transaction Banking, RBS
Bangkok Bank PCL
16:15 – 17:00
Commercial Payments:
The Time is NowSulabh Agarwal
Managing Director, Global Head of Payments, Accenture
17:00 – 17:30
Trade & Supply Chain:
The New EraVivek Ramachandran
General Manager, Head of Global Trade &
Receivables Finance, HSBC
DAILY WRAP UP
17:30 – 18:00
Joshua Cohen
EVENING PROGRAM
20:00 – 21:30
Networking: High Table College Dinner at Rhodes House
Since its opening in 1929, Rhodes House has been an Oxford landmark, a historic Grade II* listed country house on the National Heritage List for England. A tribute to Cecil Rhodes, the Rhodes scholarships’ founder, this splendid edifice’s rich heritage and magnificent architecture, provides a nurturing environment where leaders, scholars, and visionaries converged to collaborate, innovate, and shape the future. Its legacy as a centre for learning and transformative dialogue continues to inspire and empower generations of exceptional individuals dedicated to making a positive impact on the world.
The State of the World
Dr. Nick Redman
Editor in Chief & Director of Analysis,
Oxford Analytica -
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MANAGING AT SCALE
08:45 – 09:00
Setting the context
Joshua Cohen
09:00 – 09:40
Operational Excellence: Case StudyVivek Gupta (TBC)
President and Head Wholesale Banking Products,
Axis Bank
09:40 – 10:25
Running a Bank & KSA
TransformationAiedh Al-Zahrani
Chief Operating Officer, Arab National
Bank, KSA
10:25 – 10:55
Commercial Payments
Evolution in CanadaKristina Logue
Chief Financial Officer,
Payments Canada
10:55 – 11:10
Break
11:10 – 12:10
Global Payments Roundtable
Trevor Torzsas – moderator
Managing Partner,
TCR Advisory
MANAGING TECHNOLOGY
12:10 – 12:20
Setting the contextJoshua Cohen
12:20 – 13:00
The Challenge of InnovationOlivier Sfartman
MD & Co-head of IT and Operations for
Financing and Transaction Banking,
Société Générale Corporate and
Investment Banking – SGCIB
13:00 – 13:45
Lunch & Group Photo
13:45 – 14:45
Panel Discussion:
A New Age of FintechDavid Revell
Global Chief Information Officer
(Retired), Board Director,
Strategic Advisor, Angel InvestorGuests
14:45 – 15:30
Key Challenges in Corporate
TransformationLucose Eralil (TBC)
COO, Security bank
15:30 – 16:15
Generative AI
Peter Hazou and Lilia Christofi
Director, Business Development, Financial
Services and EMEA Banking Leader, Microsoft
DAILY WRAP UP
15:55 – 16:25
Joshua Cohen
OPPORTUNITY TO EXPLORE OXFORD
16:25 – 18:45
Free time / Opportunity to
explore Oxford
EVENING PROGRAM
18:30 – 20:00
Museum of Natural History Tour
20:00 – 22:00
Dinner With The Dinosaurs
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.Group Photo
Dr. Andrew Davidson Briggs
Department of Nanomaterials,
University of Oxford, Professor Emeritus -
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MANAGING THE FUTURE
08:45 – 09:00
Setting The ContextJoshua Cohen
09:00 – 09:45
Transforming The BrandErich Joachimsthaller
CEO, Vivaldi
09:45 – 10:30
The Ratings GameJames Longsdon
Managing Director and Global Head of
Bank Ratings, Fitch Ratings
10:30 – 10:45
Break
10:45 – 11:30
Virtual AccountsMatthew Fuellhart (TBC)
Executive Director, Liquidity Management,
Corporate & Investment Bank J.P. Morgan
11:30 – 12:15
Global MarketsTBC
12:15 – 12:30
Break
PUTTING IT ALL TOGETHER
12:30 – 13:15
The Future of Transaction Banking:
Group WorkJoshua Cohen
13:15 – 13:30
Closing AddressDr. Theodore Roosevelt Malloch
Programme Director, iGTB Oxford School
of Transaction Banking
13:30 – 14:15
Lunch
14:15
Depart to London by Luxury
Executive Coach
16:15 – 17:00
Arrive at The Cavendish Hotel,
Mayfair, London
GRAND GRADUATION CEREMONY AND DINNER
18:00 – 20:00
Cocktail Reception, Certificate
Presentation, Photographs &
NetworkingGraduation 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
Oxford Closing Speaker
Naveed Sultan
Former, Chairman, ICG, Citigroup,
Professor of Practice at Imperial
College Business School, Member of
it’s Advisory Board, NED, Strategic
and Operating Advisor to PE firms -
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07:30 – 11:00
Breakfast
11:00
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