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William Allen

William Blair Santos Allen has over 35 years working in financial markets. Mr Allen is leading senior training consultant in the global financial arena. He has trained and consulted for most large financial institutions and many large corporates and investors in major markets around the world. He has published on various finance, investment, capital markets, derivatives, and risk management topics.

Before consulting, Mr Allen worked with J.P. Morgan in various capital markets, risk management, securities and derivatives trading, arbitrage, hedging, marketing and investment activities in London and New York. He helped form a group that advised clients on investment and risk management strategies and techniques.  Mr Allen was a principal in a boutique M&A firm and has also worked as a portfolio manager and then chief investment officer of a university endowment. He continues today as a private advisor to several hedge funds.

Mr Allen took his MBA and Doctoral studies (DBA) in capital markets at the Harvard Business School and was involved in various research and teaching roles in academia as well as post-doctoral work in monetary economics. Early in his career, he received the Elijah Watts Sells Award and the John S. Glenn Gold Medal for outstanding performance on the Certified Public Accountants (CPA) examination while with Ernst and Ernst (now Ernst & Young).  Mr Allen was awarded the Robert Beyer Bronze Medal for outstanding performance on the Certified Management Accounting (CMA) examination. And he earned the professional designation of Chartered Financial Analyst (CFA). He also participates in the CFA’s Certificate in Investment Performance Management (CIPM). Mr Allen is a speaker and panelist for various regulatory and supranational conferences, as well as many industry professional associations. He is a certified practitioner by the Global Association of Risk Professionals (GARP), and the Professional Risk Management International Association (PRMIA).

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