Board of Advisors

Leadership Council

Mission

Our Mission

The IBP Institute seeks to develop common standards of practice and promote greater transparency and professional excellence for the investment banking profession. Through collaboration with practitioners, regulators and academia, the IBP Institute will champion the establishment of best practices and professional excellence, balancing the needs of both clients and advisors.

Background

Due to the success of the initial IBP pilot program, the IBP Exam was administered to 5 investment banks in the summer of 2016 and to 8 investment banks in the summer of 2017.

Established in 2015, the IBP Institute is a joint venture of Wall Street education firms Wall Street Prep, Financial Edge and Wall Street Oasis whose goal is to develop an industry examination that predicts success on the job.

In the summer of 2015, a pilot examination was launched at three investment banks to the incoming analyst and summer analyst classes. Due to the success of the initial pilot, the exam was administered to 5 investment banks in the summer of 2016 and to 8 investment banks in the summer of 2017. Registration opened to the public in late 2017.

Since its founding, The IBP Institute has grown to include the industry’s leading practitioners, learning and development professionals and training providers. The IBP Institute collaborates with practitioners, academia, regulators and psychometricians to ensure that the IBP credential represents a body of knowledge most applicable to the investment banking profession.

  • Head & Director, Global Learning BMO Capital Markets, 2015-2016;
  • Chief Learning Officer, KPMG Canada, 2010-2012
Mr. Connal is a Principal for MediaFusion, providing learning strategy and execution services to Corporate and Government clients. Previously, Mr. Connal was the Head & Director of Global Learning at BMO Capital Markets. At BMO, Mr. Connal oversaw the development of an innovative learning platform tailored to the training and development of inv ... more
  • President of Morgan Stanley, 2010-2016;
  • President of Merrill Lynch, 2007-2009
  • Distinguished Visiting Fellow and Senior Research Scholar, Yale Law School - Ethics
Mr. Fleming was the President of Morgan Stanley Wealth Management from 2011 to January 2016. Mr. Fleming joined Morgan Stanley in February 2010 as President of Morgan Stanley Investment Management, a role also held until October 2015. Before that, Mr. Fleming spent 17 years at Merrill Lynch in a succession of roles. He was an investment banker for ... more
  • Consultant at The Better Work Institute;
  • Global Head of Talent Development, Morgan Stanley, 1996-2012
  • Co-Author, Unequaled: Tips for Building Career through Emotional Intelligence
Ms. Giddon is currently a consultant at The Better Work Institute. Prior to 2012, Ms. Giddon spent over 15 years at Morgan Stanley and held several senior roles, including Global Head of Talent Management, COO and Risk Officer for North America Capital Markets, and Chief of Staff for Information Technology and Operations. Ms. Giddon began her caree ... more
  • CEO at Beekman 1802;
  • Managing Director, M&A and Restructuring, Peter J. Solomon
  • Head of Specialty Retail Investment Banking, Citigroup 2004-2007
Mr. Hara is CEO of Beekman 1802. Previously, Mr. Hara was SVP of Corporate Strategy/M&A at HSNI, overseeing HSNI's corporate strategy, M&A and strategic planning processes until 2014. Mr. Hara spent 4 years as Managing Director at Peter J. Solomon, with a focus on retail, M&A and Restructuring. Previously, Mr. Hara was Head of Specialty ... more
  • President at K Stone Partners;
  • Global Head M&A Business Development Group, Credit Suisse First Boston, 2001-2005
  • Author, Mergers & Acquisitions, A Valuation Handbook
Mr. Marren is the President and Chief Executive Officer of KStone Partners LLC. Prior to joining KStone Partners, Mr. Marren was a Managing Director and Head of the Strategic Opportunities Group at Sagent Advisors, a privately-owned M&A advisory boutique based in New York City. Previously, Mr. Marren had been Managing Director and Global Head - ... more
  • Managing Director, RBC Capital Markets;
  • Managing Director, Wells Fargo Securities, Jun 2012-Jul 2016
  • Investment Manager (VP), Coller Capital, Sep 2010-Aug 2012
Mr. Mell is a senior investment banking professional with an extensive background in mergers & acquisitions, capital markets transactions, private equity direct investing and secondaries. Mr. Mell has been a Managing Director at RBC since July 2016, focused on covering the retail and retail related value added distribution industries. Mr. Mell ... more
  • Managing Director at Goldman Sachs;
  • Vice President at Credit Suisse, 2000-2002
Ms. Pitt serves as Managing Director at The Goldman Sachs Group, Inc. and has been its European Managing Director of Asset Management since October 2005. Ms. Pitt covers global banks and finance companies, focusing on both the credit and relative value of the companies across all classes of senior and subordinated cash and CDS products and also cov ... more
  • President at Third Avenue, 2012-2017;
  • Head of Investment Banking and Global Advisory at Rothschild, 2000-2012
Mr. Resnick most recently served as President, Chief Investment Officer, and a member of Third Avenue’s Management Committee. Prior to joining Third Avenue, Mr. Resnick served as Chairman of Global Financing Advisory at Rothschild Inc., a leading international investment banking firm specializing in mergers, acquisitions, restructurings and privati ... more
  • Professor of Finance at Rutgers Business School;
  • Valuation Consultant on Wall Street
Ben J. Sopranzetti is a Professor of Finance and Assistant Chairman of the Department of Finance and Economics at Rutgers Business School. He received his Ph.D. in finance from the University of Illinois at Urbana-Champaign in 1995. He has over 25 years of international experience in building, valuing, and selling business enterprises. He is an exp ... more
  • Principal, TMG & Associates;
  • Executive Director, Ernst & Young, 2015-2017
  • Vice President, Investment Banking, JP Morgan Chase 1992-2002
  • Author, Building Financial Models
Mr. Tjia is Principal at TMG & Associates, a consultancy providing modeling services to banking and corporate clients. He was most recently Executive Director in the Valuation & Business Modeling practice in Ernst & Young’s Transaction Advisory Practice in New York, leading modeling projects for Fortune 500 clients in the FP&A, leve ... more
  • Founder and CEO, Wall Street Prep
Mr. Feldman is Chairman of the IBP Institute and is overseeing the development of the IBP Institute body of knowledge and the IBP Level I and Level II examinations. Since 2004, Mr. Feldman has been the founder and managing partner at Wall Street Prep. Wall Street Prep is the leading provider of online financial modeling courses and one of the leadi ... more
  • Chief Executive Officer at Financial Edge
Mr. Matchett is the founder of Financial Edge, a financial training company focused on instructor-led training for the world’s largest investment banks and Head of the EMEA region for the IBP Institute. Prior to Financial Edge, Mr. Matchett co-founded Adkins, Matchett & Toy Ltd., in 1997 and served as head instructor. Over the course of Mr. Mat ... more
  • Founder and CEO, Wall Street Oasis
Mr. Curtis is the Chief Learning Officer at the IBP Institute overseeing the Institute's candidate career center programs, partnerships and online outreach initiatives. Mr. Curtis is the CEO and founder of Wall Street Oasis, the largest online community focused on careers in finance. Wall Street Oasis currently has over 8 million unique visitors/ye ... more