Pelican provides banks and corporates with solutions that enhance, streamline and secure the payments life-cycle. With over twenty years of expertise in the practical application of Artificial Intelligence technology to payments and financial crime compliance, Pelican partners with its customers to deliver innovative and agile solutions to reduce costs and drive growth.To date, Pelican has enabled outstanding efficiency benefits and increased speed to market for customers in over 55 countries, processing more than one billion transactions worth over US$5 trillion.Pelican is a global company with offices in New York, London, Dubai, Mumbai and Hong Kong.

Started as the Business Innovation Coach to the company under the Horizon 2020 grant programme, followed by a non exec advisory role and ultimately joining as an Executive Board member and the Chief Financial Officer. Successfully completed a $6m series A in Mar 2020.

Appointed as Business Innovation Coach by the European Commission - European Innovation Council and SMEs Executive Agency (EISMEA)(prev. Executive Agency for SME / Horizon 2020), to coach innovative and fast-growing companies that have been awarded grant funding. Companies I have coached covered areas such as:• FinTech - DLT/Blockchain (the first FCA regulated e-Money on DLT/Blockchain) • Clean Energy ( 1. Marine Renewables & Energy 2. Internet & Electricity for the Off-grid/Weak-grid consumer 3. Smart Energy Management system / Peak power shaving 4. Micro Energy Harvesting for battery free IoT 5. Kite based wind energy system)• Agritech - Soil free hydroponic system• Sustainable Materials - Waste to Plastic conversion system• SAAS - Web based 3D CAD system

Working as a NED/Advisor/"on-call" CxO with management teams, investors and owners of growth companiesStrategy• Growth strategy, business planning, optimising operations, restructuring activities• Formulating company value, vision & mission• Establishing customer value proposition and product-market fit • Strategic advisor to the boardFinance• Supporting investors & management teams, setting up streamlined financial processes • Building robust financial models/ KPIs & management accounts• End to end transaction support (investment or company sale)Sector SpecialityBeyond generalist businesses engagements, successfully completed specific assignments in • AI (NLP and ML)• Blockchain/DLT• FinTech• SAAS• CleanTech/ Energy• Capital markets related • Setting up FCA regulated businesses.

New Business Setup: • Launched and managed a fund to capture value from growth companies• Active investor model - offering consulting service together with capital investmentOperations: • Managed the operations, finance and IT functions of the investment manager and fund legal structure • Responsibility for the annual budgeting, management reporting, cash management/treasury function across multiple jurisdictionsFund raising: • Key member in fund raising and strong experience in creating the pitch book/info memo and putting together due diligence questionnaires • Independently presenting to pension funds, fund of funds and other institutional investorsInvestments: • Responsible for screening and completing investments from origination through due diligence, negotiations, structuring, signing and closing and then managing them until exit• Considerable experience investing in growth and buyout situations. Originated and evaluated a pipeline of over 250 investment opportunities.• Invested in 8 companies across UK, Europe and US. One partial exit (1x) and one complete exit (3x) realised (including leading last round of investment into Tesla Motors)

• Stakeholder Management: Managing multi stakeholder relationships involving senior leadership and executives from the C-suite, academic faculty experts and media figures• Insights: Analysis of business topics of interest to the Forum membership and distilling meaningful insights. Business trend spotting and agenda setting for the Davos meeting

Productivity and Process Improvement Group & Asia Business Analysis Group

Credit Derivatives desk