ITPM Mentors
Anthony Iser
Raj Malhotra
Anton Kreil
Edward Shek
WHO ARE THE ITPM MENTORS
Anton Kreil
Raj Malhotra
Anthony Iser
Edward Shek
Managing Partner
Senior Trading Mentor
Senior Trading Mentor
Senior Trading Mentor
Anton is the Managing Partner of the Institute of Trading and Portfolio Management and does not partake in Remote Trader Mentoring Programs due to his busy schedule. Anton only accepts 8X Mentees every 12 months as part of the ITPM Thailand Trader Mentoring Program held in April each year for 10 days followed by 12 weeks of Remote Mentoring. If you would like to apply for our next Thailand Trader Mentoring Program please go to the FAQs section of the website entitled Three Month Trader Mentoring Program and read question 9. Then make your application using either Anton’s application form below or the ITPM contact for HERE selecting the category Mentoring Programme. Anton is the Managing Partner of the Institute of Trading and Portfolio Management, an independent global community of 1400 Traders across 30+ countries. Anton manages and oversees the Institute Community, the Institute parent company’s (Jakubstadt Holdings) global portfolio (as Managing Partner) via Corporate trading accounts from Singapore and his own long-term investments outside the Institute (Non- Disclosed Total Exposure). Anton has had a distinguished career as a Professional Trader in the Financial Markets. He opened his first trading account when he was sixteen and traded profitably through the tech boom in the late nineteen nineties. He was the first person out of four hundred students in his Economics undergraduate degree at the University of Manchester to receive a formal job offer from an Investment Bank trading desk. Goldman Sachs saw his track record and hired him on an “unconditional offer”, meaning Goldman Sachs contractually stated that he could get any mark in his degree and they would still hire him as a Professional Trader. He completed the infamous Goldman Sachs Analyst Program (2000) and Associate Program (2002) in New York, which has been responsible for training a disproportionately large amount of the world’s best Investment Bank and Hedge Fund Traders of the last thirty Years. During his career as a Professional Trader Anton performed a dual function as a Proprietary Trader and a Market Maker running two separate books on Pan European Trading Desks out of London. His Proprietary Trading book grew from $25mln in the year 2000 to over $400mln by 2004 whilst at Goldman Sachs. He traded multiple Sectors whilst at Goldman Sachs including, Tech, Media, Telecom, Banks, Insurance, Transports (inc Airlines), Industrials, Pharmaceuticals, Biotech and Chemicals. All sectors that he traded on the Pan European Trading Desk were market share ranked one or two globally, meaning he was always one of the biggest traders in the world. This success was mainly down to the size of the proprietary trading books he ran during his time there and his ability to profit from big situations like major Macroeconomic surprises and Earnings surprises. He literally became known around the market as one of the “big situation traders” at Goldman Sachs. Lehman Brothers then Headhunted Anton in 2004 and then JP Morgan headhunted him in 2006. At both these firms Anton ran the global Pharmaceuticals, Biotech and Chemicals franchises and achieved number one market share and profitability status globally at both firms. Anton retired from the Investment Banking industry in May 2007, just before the peak of the market and the impending collapse caused by the Global Financial Crisis. In June 2008 Anton was chosen by the BBC to appear in the British TV series Million Dollar Traders which was aired in 2009. The show went global shooting Anton from relative obscurity into the limelight. In response to the thousands of messages Anton received from around the world asking him to teach trading, he decided to go on the road and set up the Institute of Trading and Portfolio Management in 2011. The Institute has now grown into the world’s leading trading education company boasting a community of highly trained and educated Retail Traders that can trade from anywhere in the world. This has enabled Anton through the Institutes parent company to deploy capital to many of the Institutes traders, who now make a living from trading at the Institute. Anton has always been known in the industry for his obsession with Financial Markets, his insane work ethic and for his ability to teach up and coming new talent in the Industry.
Raj enjoyed a successful thirteen year career as a professional Equity Options trader. Raj graduated with a Bachelor of Science in Economics (BSE) from the Wharton School of Business at the University of Pennsylvania. After graduating, he started his career at BNP Securities in Philadelphia working for the BNP Cooper Neff Hedge Fund. After two years, Raj was asked by the firm to move to New York to trade the S&P 500 Index Options book. S&P 500 options at the time were the most heavily-traded options in the world. In 2002, he was hired away by Bank of America Securities, embarking on what was to become a successful fast track seven year stint at the firm. In addition to trading index options, Raj was promoted to Head of Institutional Options Trading, trading with and covering the world’s largest and most successful Hedge Funds. He was also promoted to Managing Director before the age of 30. In 2009, Raj left Bank of America Securities to join Nomura Securities in a similar role, helping to spearhead Nomura Securities rollout of their US business, until retirement at the end of 2011. Raj’s role at the Institute involves Mentoring Institute Traders on the official Institute Mentoring Program after students have graduated from completing the Professional Trading Masterclass (PTM) Video Series and the Professional Options Trading Masterclass (POTM) Video Series, helping them to realize their objectives in becoming consistently profitable long-term and to help build their track records. Raj also helps manage the Institute’s global portfolio in allocating capital to profitable students/traders. Raj currently mentors mostly US and Canadian-based Institute Traders and only has capacity for a few international students each quarter.
Anthony has 18 years as an Investment Banking and Hedge Fund Professional in the Financial Markets having worked at Investment Banks and Hedge Funds in both Australia and Asia. While completing a degree in Finance from Swinburne University, Anthony joined JPMorgan in Melbourne and soon joined the Wealth Management division specializing in Derivatives. In 2000, Anthony joined the Investment Banking division where he worked in the Equities Trading and Sales division whilst completing the CFA program. In 2004 he was promoted to a senior role with JPMorgan in Singapore where he advised Equity Funds, Sovereign Wealth Funds and Hedge Funds on their Equity investments in Australia. During his time in Singapore Anthony was ranked top 3 in Asia for Australian Market Advisory by AsiaMoney. In 2006 Anthony was recruited by UBS to work in Equity Advisory and continued to advise Funds in Singapore until 2010 when he took a break from the industry to take time off with his family. In this time at UBS, Anthony’s portfolio was ranked in the top 25 out of 1000 globally. In 2012 he joined Tantallon Capital as in Investment Analyst providing idea generation in the Asia Pacific markets. From 2014 to 2016 Anthony was headhunted back into UBS, this time advising the largest Hedge Funds in Asia and the World on their Equity investments in Asia. Specifically, he provided Equity Advisory services to Hedge Funds from Australia, throughout Asia and the U.S. During this time, Anthony was top 3 ranked again by AsiaMoney for Equity Advisory Services to Hedge Funds across all of Asia. From 2016 Anthony has been managing his own private investments in start-up companies across a range of industries including telecoms, healthcare and apparel. In 2017 Anthony joined the Institute of Trading and Portfolio Management as a Senior Trading Mentor. Anthony’s role at the Institute involves Mentoring Institute Traders on the official Institute Mentoring Programme helping them to realise their objectives in becoming consistently profitable long-term and to help build their track records. Anthony also helps manage the Institute’s global portfolio in allocating capital to profitable students/traders.
From 1994 until retirement in 2019 Edward Shek had a prolonged and very successful twenty-five-year career as a Professional Trader in Financial Markets. Ed graduated from King’s College London with a B.Sc in Physics. Upon graduation he started his career at Goldman Sachs in the London office in 1994. Over the next nine years he traded Convertible Bonds, Warrants and Cash Equities in Tokyo, New York and then London. Ed found his niche when back at the London desk at Goldman Sachs, specializing in European Equities, trading most major sectors at the firm. He oversaw several of the top three ranking businesses at Goldman Sachs Europe covering sectors that included Oil and Gas, Pharmaceuticals and Chemicals and Telecoms, Media and Technology (TMT) Stocks. Ed ran a $100mln Long / Short Equities portfolio at Goldman Sachs. In 2006 Ed moved to Cazenove where he successfully traded the European Banks and Insurance Equities books through the 2008-2009 Great Financial Crisis (GFC). An experience very few traders in the World managed to trade through profitably. Cazenove was fully bought by JP Morgan in 2009. Ed was promoted and moved internally at JP Morgan to the Global Emerging Markets Equities business. Ed then spent six years in Johannesburg South Africa where he ran the SA Trading Desk before returning to London to run the Emerging Markets (CEEMEA) trading business. During his time at JP Morgan Cazenove Ed ran multiple Long / Short Equities Portfolios of $100mln gross exposure. After a brief spell as Head of Equities Trading at BCS Global, Ed retired from the Investment Bank / Professional Trading business after twenty-five years. Throughout his Professional Trading career Ed has always been heavily involved with recruiting and has mentored many young professionals over his career. Countless numbers of individuals that Ed has mentored over the years have gone on to achieve very successful careers in the Financial Markets. Ed’s role at the Institute involves Mentoring Institute Traders on the official Institute Mentoring Program after students have graduated from completing the Professional Trading Masterclass (PTM) Video Series. The Professional Options Trading Masterclass (POTM) Video Series and the Professional FOREX Trading Masterclass (PFTM) Video Series, helping ITPM students to realize their objectives in becoming consistently profitable and to help build their track records. Ed also helps manage the Institute’s global portfolio, trading predominantly high-Risk Reward / ROI strategies and in allocating capital to profitable ITPM students/traders. Ed currently mentors Institute Traders globally and only has capacity to Mentor twelve ITPM students per year.
Ben Berggreen
Senior Trading Mentor
After a five-year career as a commercial airline pilot, Ben made the switch from the aviation industry to the finance industry and quickly became an important member of the trading team at Franklin Templeton in the United States, where he managed Templeton’s European Equity Value portfolios, within the $850 Billion Dollars in Assets Under Management (AUM) Templeton group. In order to expand his horizons beyond managing Value Portfolio’s, Ben joined the Hedge Fund Group at Pacific Investments in London. At the same time Pacific Investments launched a Quantitative Long/Short Hedge Fund and Ben was hired to set up the trading operation for the Fund and also manage the Fund. Ben utilized his deep understanding of financial markets to further aid the strategy developer of the Fund and evolve Pacific Investments’ complex chaos mathematical model. After generating an industry leading track record at Pacific, Ben left the UK following an offer to cover the Asian region for Chicago-based Nuveen Investments which at the time managed $230 Billion Dollars in Assets Under Management (AUM). Ben then relocated to Southern California in 2008 to head up Asian coverage for Nuveen’s international boutique affiliate Tradewinds Global. During his time at Tradewinds, the firm quickly grew from a $10 Billion Dollar Fund (AUM) to a $40 Billion Dollar Fund (AUM). Ben became Senior Vice President of Institutional Trading at Tradewinds. After twenty years in the Professional Trading and Portfolio Management business, Ben retired in 2015 and now resides in Los Angeles with his family. Ben however continues to stay involved in the industry during his retirement and has been contracted on several occasions on a part time consultancy basis for various Hedge Funds due to his expertise. Ben also continues to manage his own portfolio as an avid quantitative systems developer and Futures and Options trader. Ben has also joined the Institute of Trading and Portfolio Management as a Senior Trading Mentor. Bens role at the Institute involves Mentoring Institute Traders on the official Institute Mentoring Programme after students have graduated from completing the Professional Trading Masterclass (PTM) Video Series and / or Professional FOREX Trading Masterclass (PFTM) Video Series. Ben Mentors mostly U.S. and Canadian based Institute Traders to realize their objectives in becoming consistently profitable long-term and to help build out their track records through trading Futures and Options. Ben also manages the Institute’s global portfolio in allocating capital to profitable students/traders.
Jason McDonald
Senior Trading Mentor
Jason enjoyed a successful seventeen year career as a Hedge Fund Portfolio Manager and Proprietary Trader. After graduating with a degree in Philosophy Politics and Economics (PPE) from Magdalen College Oxford University in 1992, Jason was hired by BZW and went from initially being a research analyst within the Japanese warrants business to managing a $500mln Pan European Equities Proprietary trading book. After building a successful track record, Jason then went to work for CSFB’s internal Hedge Fund Modal Capital with a global mandate. Jason then went on to set-up and run the special situation risk arbitrage fund for the MAKO Volatility Hedge Fund. At the peak of his career Jason became one of the largest Proprietary Traders on the Investment Bank side of the industry. In 2004 Jason joined Commerzbank as a senior proprietary trader responsible for significant parts of a global multi strategy multi Billion Euro proprietary portfolio. Jason then managed $250mln global long / short portfolios at both Lehman Brothers and Toronto Dominion (TD) Bank before retiring in 2009. In retirement Jason has been contracted on multiple occasions in Corporate Advisory roles across a multitude of industries including Oil and Gas, Mining, Port Infrastructure, Financial Services and Aviation, helping companies’ structure capital optimally for next stage growth. Jason joined the Institute in 2013 as a Senior Trading Mentor. Jason’s role at the Institute involves mentoring Institute Traders on the official Institute Mentoring Programme after students have graduated from completing the Professional Trading Masterclass (PTM) and Professional FOREX Trading (PFTM) Video Series. Jason helps Institute Traders to realise their objectives in becoming consistently profitable long-term and to build their track records. Jason also helps manage the Institute’s global portfolio in allocating capital to profitable students/traders.
Hichem Djouhri
David Perlin
Senior Trading Mentor
Hichem Djouhri is the leading Fund Manager in the Middle East North Africa (MENA) and is based in Dubai. Hichem is currently serving as the head of the Asset Management division of Alkhair Capital in Dubai, managing $4Bln in Assets Under Management. Prior to this Hichem was a Portfolio Manager at SHUAA Asset Management. SHUAA boasts the longest equity track records in the MENA region. Hichem was recruited by SHUAA in 2010 after spending two years trading cash equities and equity derivatives for Mashreq Bank. Prior to this, Hichem attended the University of New Brunswick completing a BBA in Finance, Marketing and French. Hichem’s day-to-day role at SHUAA Asset Management involved running the portfolio and fund management team with over $450 million in Assets Under Management (AUM) and managing for SHUAA both the Arab Gateway Fund (+210% since inception) and the Emirates Gateway Fund (+415% since inception). Hichem has built an impressive career in the Fund Management industry, possessing an enviable performance and track record. His positive returns on a yearly basis and consistent outperformance of all benchmarks won his team at SHUAA several awards as Best UAE Asset Manager, Best UAE Equity Fund (every year since 2010) and Best Regional Asset Manager in 2014. Due to his performance, Hichem is widely-recognised in the industry as one of the most talented young Fund Managers worldwide. Additional to his day-to-day roles at SHUAA Asset Management, Hichem also ran the graduate internship program at the firm and has trained multiple students who have gone on to become Professional Traders and Portfolio Managers in the financial markets, with Hichem proving incremental in building their successful careers. Hichem is also a vocal commentator on financial markets and a regular live interview guest for leading financial media sources, including Bloomberg and Reuters. Hichem’s role at the Institute involves mentoring Institute Traders on the official Institute Mentoring Programme after students have graduated from completing the Professional Trading Masterclass (PTM) Video Series and / or the Professional Options Trading Masterclass and / or the Professional FOREX Trading Masterclass (PFTM) Video Series. Hichem helps Institute Traders to realize their objectives in becoming consistently profitable over the long-term and helps build their track records.
Senior Trading Mentor
David has enjoyed a successful 35-year career on Wall Street on the buy side and the sell side – including as Goldman Sachs’ MD and as a Hedge Fund Head Trader – where he had a front-row seat to the historic secular bull market while participating in all of the financial shocks and corrections of the modern financial markets age. David graduated from New York University (NYU) with combined Business Studies and Finance degrees plus an MBA certification in the late 80s and began his career as a trading clerk on the New York Stock Exchange. He joined the Program Trading desk at First Boston (predecessor to Credit Suisse) as an active client portfolio seller in the Stock Market Crash of 1987, moving to the US Institutional Desk to begin his sales-trading career where he made his reputation after a classic value investing client became the buyer of choice for financial stocks during the Savings and Loans Crisis of the early 90s. At a young age, David was regularly trading some of the largest institutional blocks of bank stocks on Wall Street. That early success attracted the attention of several renowned firms, and in 1994 David was recruited by Goldman Sachs to become a Senior Sales Trader in their US Shares business in New York. David was charged with covering some of the largest and most complex institutions that Goldman covered including Hedge Funds, global Investment Management companies and pension funds. In the late 90s, Goldman Sachs asked him to manage the International Equity Sales and Trading effort in the Americas, where he arrived at the start of the Asian Currency Crisis, continuing to cover large clients in addition to his managerial role. It was from this ‘player-coach’ position that David developed his advanced mentoring skills. He takes great pride in seeing many of his mentees now leading trading desks on both the buy and sell side today. In 2000, David was named a Managing Director and led the Goldman Sachs International Equity business to a $200 million revenue year. In 2004, he retired from Goldman Sachs to help form Keel Capital, a global Long-Short Equity Hedge Fund, where he served as Head Trader and Risk Manager. Keel managed $250 million of institutional assets within a year of formation. Keel returned its capital to its investors in 2007 and David returned to the sell-side for leadership roles at Morgan Stanley and HSBC. In 2012, he moved with his family to Washington, DC and re-joined Goldman Sachs in their Investment Management Division, advising Ultra High Net Worth families globally on their investable wealth. In 2017 David left Goldman Sachs to set up his own Investment Management Firm Pearl Investments and joined the Institute of Trading and Portfolio Management as a Senior Trading Mentor. David’s role at the Institute involves Mentoring Institute Traders on the official Institute Mentoring Programme helping them to realise their objectives in becoming consistently profitable long-term and to help build their track records. David also helps manage the Institute’s global portfolio in allocating capital to profitable students/traders.