Edward Shek

Senior Trading Mentor

Edward Shek has been managing Long/Short Equities and Equity Options at ITPM since January 2020, where he also mentors retail investors globally. With over two decades of experience, Edward has developed a deep expertise in equity markets and trading strategies.

Before joining ITPM, he served as the Head of Cash Equities Trading at BCS Global Markets from 2018 to 2019, leading trading operations in London. Prior to that, he was the Head of Emerging Market Equities Trading at J.P. Morgan for a decade (2006-2016), specializing in emerging market strategies. Edward began his distinguished career as an EMEA Equities Trader at Goldman Sachs.

Financial Conduct Authority Official Regulatory History: https://register.fca.org.uk/s/individual?id=003b000000LULIPAA5

Raj Malhotra

Senior Trading Mentor

Raj Malhotra is the Executive Vice President at MHD Financial Services, where he has been serving since October 2019. He has also been a Consultant and Senior Trading Mentor at the Institute of Trading and Portfolio Management since January 2014.

With over two decades of experience, Raj's career highlights include serving as the Managing Director-Head of Index Trading at Nomura and the Managing Director-Head of Institutional Options Trading at Bank of America Securities, alongside his early role as an Options Trader at BNP Paribas.

Financial Conduct Authority Official Regulatory History: https://register.fca.org.uk/s/individual?id=003b000000LUfQYAA1

Ben Berggreen

Senior Trading Mentor

Dedicated and performance-driven investment professional with extensive experience in global equity trading, including US and international trade execution, broker relationships, liquidity sourcing, ADR conversions, futures and options trading, technical analysis, and algorithmic trading.

Proficient in Tradestation, Bloomberg, Excel, Charles River, and MacGregor OMS, with expertise in strategy research, testing, and development to maximize Alpha. Collaborates effectively with diverse teams in high-pressure environments, identifying improvement areas and driving new initiatives with a commitment to excellence.

Financial Conduct Authority Official Regulatory History: https://register.fca.org.uk/s/individual?id=003b000000LUxN9AAL

Ross Williams

Senior Trading Mentor

Ross Williams is a former investment bank proprietary trader and hedge fund partner. He has worked in financial education and consulting, started two companies, and actively trades his own capital. Ross believes the current environment is ideal for long/short portfolio managers and focuses on trading equities, equity derivatives, and FICC derivatives.

He began his career in fixed income but now concentrates on risk assets. At ITPM, he helped it become a globally recognized provider of capital markets education before exiting in 2022. Since 2018, he has also offered consulting services to commercial banks and asset managers in Asia and the Middle East.

Anthony Iser

Senior Trading Mentor

Anthony Isser has 18 years of experience as an investment banking and hedge fund professional in Australia and Asia. He began his career at JPMorgan in Melbourne, specializing in derivatives within the Wealth Management division, and later moved to the Equities Trading and Sales division while completing the CFA program.

In 2004, Anthony was promoted to a senior role at JPMorgan in Singapore, advising Equity Funds, Sovereign Wealth Funds, and Hedge Funds on their Australian equity investments. During his tenure in Singapore, he was ranked top 3 in Asia for Australian Market Advisory by AsiaMoney.

David Perlin

Senior Trading Mentor

David Berlin serves on the Board of Directors for SIZZLE Acquisition Corp. (NASDAQ: "SZZL") since January 2021 and is the Senior Vice President at Shepherd Kaplan Krochuk, LLC, where he heads the Washington, D.C. office and advises in the Wealth Management Division since January 2020.

Previously, David was the Founder & CEO of Pearl Investment Partners (2017-2020), offering transparent investment strategies for absolute returns. He also worked in the Investment Management Division at Goldman Sachs (2013-2017) and briefly served as President of the Raiser-Perlin Family Office in 2012.

Jason Mcdonald

Senior Trading Mentor

Jason McDonald has been a Senior Trading Mentor at the Institute of Trading and Portfolio Management since June 2014, responsible for capital allocation and internal portfolio management. Prior to this, he served as an independent Corporate Advisor across various industries, including Oil and Gas, Mining, Port Infrastructure, Financial Services, and Aviation from 2009 to 2014.

Jason’s earlier roles include MD of Equity Proprietary Trading at Toronto Dominion Securities, Executive Director of Equities at Lehman Brothers, and Senior Proprietary Trader in Special Situations at Commerzbank AG. His expertise spans equity long/short, event-driven, and multi-strategy trading across Europe and Asia.

Financial Conduct Authority Official Regulatory History: https://register.fca.org.uk/s/individual?id=003b000000LUiWzAAL

Hichem Djouhri

Senior Trading Mentor

Hichem Djouhri is the Senior Executive Officer and Head of Asset Management at Al Salam Bank Capital, a position he has held since April 2024. Previously, he was the COO and Head of Asset Management at Three Comma Capital Advisors Limited from January 2023 to March 2024.

With extensive experience in asset management, Hichem also served as Senior Manager and Head of Asset Management at AlKhair Capital (2019-2022) and as Fund Manager and Head of Asset Management at SHUAA Capital (2010-2019), managing notable funds such as the Arab Gateway Fund and Emirates Gateway Fund. Earlier in his career, he worked in Cash Equity Sales & Trading at Mashreq Bank.

Anton Kreil

Managing Partner

Anton Kreil is the Managing Partner of Jakubstadt Holdings since 2014, overseeing various global business ventures and investments from Singapore. He is also the Managing Partner of the Institute of Trading and Portfolio Management (ITPM), managing over 1300 retail traders globally and a team of leading ex-hedge fund and investment bank professionals since 2010.

Previously, Anton served as Director of FA Ltd from 2008 to 2020. He also gained recognition as a participant in BBC Television’s "Million Dollar Traders" from June 2008 to January 2009.

Financial Conduct Authority Official Regulatory History: https://register.fca.org.uk/s/individual?id=003b000000LURNxAAP