9:30 – 11:30

Personal Time: Opportunity to explore this stunning town

Explore the city’s beginnings as a humble Saxon town through to its current position as a world-famous seat of learning and culture. Opportunity to visit many world-class centres of learning and discovery, for example, the amazing Pitt Rivers Museum of Christ Church College, the alma mater of numerous British Prime Ministers and many outstanding University sights

11:30 – 13:00

Private guided walking tour of Oxford

Starting at the Randolph Hotel, this private, guided tour will give you an insight into the history of Oxford, especially as a centre of learning and originally religious devotion, including entry into one of the colleges. The tour will finish at the Rhodes House

13:00 – 14:00

Lunch & Networking at Rhodes House

14:00 – 14:20
Event Opening, Welcome Introductions and Course Objectives

Dr. Theodore Roosevelt Malloch

Programme Director and Co-founder, Intellect Oxford School of Wholesale Banking, CEO, The Roosevelt Group, former Professor of Strategic Leadership, Governance, Henley Business School,Senior Fellow and Professor in Management Practice, Saïd Business School, University of Oxford, and Research Professor, Yale University

Manish Maakan

School Sponsor, Intellect Oxfod School of Wholesale Banking & CEO, Wholesale Banking, Intellect Design Arena

Borna Ljubicic
School Director, Intellect Oxford School of Wholesale Banking; Partner & Chief Growth Officer, Wholesale Banking, Intellect Design Arena

14:20 – 15:00
Macro Themes Shaping Global Trade
and Commerce: Implications for
Corporates and Wholesale Banks

Manish Kohli
Head of Global Payments Solutions, HSBC

15:00 – 15:40
The Evolving Role of Wholesale
Banks: Key Success Factors

Vivek Gupta

President and Head of Wholesale Banking Products, Axis Bank

15:40 – 16:20
Wholesale / Transaction Banking
Canvas: The Key Considerations

Rajesh Mehta

Programme Director, Intellect Oxford School of Wholesale Banking, Strategic Advisor, Global Growth Advisory Board, intellect Design Arena, Senior Advisor, Boston Consulting Group (BCG), former Managing Director, Treasury and Trade solutions, Citi

16:20 – 16:40

Break

16:40 – 17:20
Key Themes in Wholesale Banking:
2025 / 2026

Kunal Jhanji

Managing Director and Partner, Leader for Payments and Fintech for EMEA and South America, BCG

17:20 – 18:00
Design Thinking for
Transformation in Banking

Arun Jain

Chairman & Managing Director, Intellect Design Arena

18:00 – 19:00

Personal time / Opportunity to explore Oxford

19:00 – 20:00

Tour, Drinks and Dinner at the Museum of Natural History

The Museum of Natural History was established in 1860 and holds an internationally-significant collection of natural history specimens and archives in a stunning example of neo-Gothic architecture. The award-winning Museum collection includes the world’s first scientifically described dinosaur.

20:00 – 22:00
Dinner With The Dinosaurs: Geopolitical, Economic Developments and Business Impact

Simon King
Founder and CEO, GMTL Advisory

09:00 – 09:15
Setting The Context

Intellect Design Arena

09:15 – 09:55
Deposits and Liquidity Management: Liquidity Strategies, Leveraging Data and Balance Sheet Management

Martijn Stoker

Managing Director, Global Head Liquidity & Investment Solutions, HSBC

09:55 – 10:35
Payments and Receivables: Embedded Payments,

Receivables, Innovation and Client-centric Solutions

Moderator: Todd Roberts Senior Partner, Strategy, Risk and Transactions, Market Infrastructure & Payments Leader, Deloitte Canada

Vivek Gupta

President and Head of Wholesale Banking Products, Axis Bank

Alan Huse
Head of Transaction Banking Product Management, ANZ

Hasan Khan

Chief Executive – CIB Africa Regions, Standard Bank

10:35 – 10:45

Break

10:45 – 11:25

Trade / Supply Chain Finance:
Driving Trade Transformation

Stephanie Betant

Managing Director, Head of Global Trade Solutions, HSBC UK

11:25 – 12:05
Embedded Finance: SME International needs and
embedded finance

John Carroll
Head of International and Transactional Banking, Santander UK

12:05 – 13:05

Lunch & Group Photo

13:05 – 13:45
Manufacturing

Mila Harger
Global Head of Digital Treasury & Banking, BAT

Cara Savas
European Corporate Sales Head, HSBC Global Banking and Markets

13:45 – 14:25

Energy

Darsh Johal

Head of Global Cash Management, Shell Treasury Centre Limited

Rajesh Mehta

Strategic Advisor, Global Growth Advisory Board, Intellect Design Arena

14:25 – 14:40

Break

14:40 – 15:20
Wholesale Banking: Industry Sector
Trends – Intellect view

Deepa Santhanam

SVP and Global Head, Domain Consulting, Wholesale Banking Intellect Design Arena

15:20 – 15:40

Intellect Design Arena

15:40 – 16:25

Exploring the Bodleian Library

The Bodleian Library is one of the oldest libraries in Europe, and in Britain is second in size only to the British Library. It holds over 13 million printed items including outstanding special collections of rare books and manuscripts, classical papyri, maps, music, art and printed ephemera.

16:25 – 19:25

Personal time / Opportunity to explore Oxford

20:00 – 22:00

Ashmolean Museum Tour and Dinner

Dinner at the Ashmolean Museum

The Ashmolean is the University of Oxford’s museum of art and archaeology, founded in 1683. Our world famous collections range from Egyptian mummies to contemporary art, telling human stories across cultures and across time

20:00 – 20:30
Future of Finance

Pinar Ozcan
Professor of Entrepreneurship and Innovation, University of Oxford & Director, Oxford Fintech Initiative

09:00 – 09:15

Setting The Context

Intellect Design Arena

09:15 – 10:00
Banking Transformation:Market perspective

Christian Sarafidis

Chief Executive EMEA Financial Services, Microsoft

10:00 – 10:45

Playbook for Banking Transformation: A Transaction Banking Head’s Perspective

Jennifer Doherty

Managing Director, Head of Business Enablement & Change, Transaction Banking, Standard Chartered Bank

10:45 – 11:30

Playbook for Banking
Transformation: A CIO’s Perspective

Lucose Eralil

COO, Security bank

11:30 – 12:00

Break

12:00 – 12:40
CIO Panel

Moderator: Dave Revell Strategic Advisor, Global Growth Advisory Board, Intellect, former CIO, CIBC & Bank of Montreal

Pallavi Tripathi

Senior Vice President & CIO – Capital Markets Technology, CIBC

Dominique Fleury

Head of IT Payment Services, BNP Paribas

Shoaib Rizvi

Group Head of Digital Products, Emirates NBD

12:40 – 13:10
Reflections: My Takeaways

13:10 – 13:25
Closing Address

Dr. Theodore Roosevelt Malloch

Programme Director and Co-founder, Intellect Oxford School of Wholesale Banking,

13:25 – 14:00

Lunch

14:00 – 16:00

Depart to London by Luxury Executive Coach

16:00 – 17:00

Arrive at The Cavendish Hotel, Mayfair, London & Check-in

18:00 – 20:00
Cocktail Reception, Certificate Presentation, Photographs & Networking

Graduation Ceremony at the Oxford and Cambridge Club

The Clubhouse is a Grade II* listed building, and was designed for the Oxford and Cambridge University Club by Sir Robert Smirke (best known for the British Museum). It opened to members in 1838. The facade is an important example of the Greek revival style. In 1952 the Club extended its premises to incorporate the neighbouring house, 77 Pall Mall, formerly the home of Princess Marie Louise, a granddaughter of Queen Victoria

20:00 – 22:00

Dinner

20:00 – 20:30
Oxford Closing Speaker

Ann Cairns
Board Member, London Business School, former Executive Vice Chair, Mastercard

07:30 – 11:00

Breakfast

11:00

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