About Us

About Us

by shankao

Our Mission

Making career-related education accessible around the globe

Our mission is to blend academic and practical teaching with active networking to bring the best career-related education to anyone with online access.

In the last 5 years we have brought the world-leading Henley Executive Hedge Fund Programme from a single in-person course to a global, online community of hundreds of alumni, instructors and industry members.

Professionals around the world have been able to advance their careers through a combination of practical content and face-to-face networking. Our students include staff from leading companies such as Accenture, Bank of America, BNP Paribas, BNY Mellon, Bloomberg, Citigroup, CQS, Deutsche Bank, Goldman Sachs, Harneys, Morgan Stanley, EY, JP Morgan, Point 72, Refinitiv, Rokos Capital, SS&C, Walkers, Wells Fargo and more.

Our Story

2015

Steve & Anna are running a Hedge Fund Administration business in Hong Kong. They recognize the need for practical, broad-based knowledge in the Hedge Fund industry and create a program to reskill industry professionals in cooperation with Henley Business School, where Lisa is working.  The six-month, blended-learning Henley Executive Hedge Fund Program is born, and the network begins.

2016

The IPI company is launched in mid-2016 and the program spreads from Hong Kong to Singapore.

2017

Building on its success, the first Tokyo cohort begins and the Japanese language Hedge Fund Primer is also launched.

2018

The firm goes intercontinental! New York’s first cohort starts and Crypto courses are developed in Asia.

2019

The HEHFP comes to London for a Spring offering, and by late summer is being transformed into a fully online, globally-accessible course. Global industry experts record video lectures, and the first online-only students sign up.

2020

We add the biweekly Speaker Series of webinars and are fully ready to carry on through global lockdowns. Our first online students get their certificates!

 

 

Our Team

Anna Stephenson

Anna Stephenson

Co-Founder and Managing Director Inflection Point Intelligence Limited - London

Anna is a seasoned financial services professional with a richly diverse functional background, including Management Consulting, Technology, Operations, Relationship Management, Risk Management and COO responsibilities. Anna’s career experience has spanned the Lloyd’s of London insurance market, the Equity Derivatives business and the full suite of Transaction Banking products, and has taken her to London, New York, Toronto, Tokyo and Hong Kong. Significant roles include Co-Founder & COO of SinoPac Solutions and Services Ltd (Hong Kong), COO and Deputy President of NikkoCiti Trust Bank (Tokyo), Regional Head of Operational Risk Management (Hong Kong) and Regional Head of GTS Client Delivery (Hong Kong).

Anna has an MA in Politics, Philosophy and Economics from Oxford University and has been Co-Chair of Women in Finance Asia, Hong Kong and a previous President of the Association for Women in Finance in Tokyo.
She is a popular public speaker and panel moderator, for both diversity-related and industry-related events.

Steve Bernstein

Steve Bernstein

Co-Founder and Program Adviser Managing Director, Lone Star Funds - Hong Kong

Steve is currently Managing Director of Lone Star Funds based in Hong Kong. Prior to Lonestar, he co-founded and was Chief Executive Officer of SinoPac Solutions and Services based in Hong Kong. Previously, he was CEO of Oppenheimer Investments Asia managing all Asian investment banking activities based in Hong Kong. He has had extensive experience in Asia since 1983 and spent five years in Japan during his 23-year career at Citigroup. He started his career in the International Fixed Income Sales division at Salomon Brothers in New York. In 1994, he moved to Tokyo to manage Fixed Income Sales and Trading in Asia and served as Chief Administrative Officer of the joint venture Nikko Salomon Smith Barney. Returning to the U.S. in 1999 as senior staff to the Chairman and CEO of Salomon Smith Barney, he worked on planning and strategy for the Corporate and Investment Bank, integrating acquisitions such as Schroeders PLC and overseeing disaster planning and business continuity in the wake of the September 11 attacks. From 2003 to 2005, he was tapped to run Global Securities Services for Citigroup’s Corporate and Investment bank.

Steve holds a BSBA from Boston University.

Lisa So

Lisa So

Global Head of Operations & Administration - Hong Kong

www.linkedin.com/in/lisa-so-1781a8b8/

Lisa has worked for Henley Business School, Richard Ivey School of Business, Gerber Childrenswear Inc and EMI Music Asia. She has over 20 years experience in fields of program & event management, office administration and accounting.

Partners

Henley Business School

Henley Business School

Academic Partner

Our flagship course on the business of Hedge Fund management was developed in conjunction with Henley Business School. Founded in 1945, Henley was the first business school to be established in the UK and is one of the oldest and most respected schools in Europe. Henley is consistently ranked among the world’s top 50 business schools by the Financial Times and The Economist, and is also among an elite group of business schools to be triple-accredited for the quality and capability of the faculty and output. As part of the University of Reading, Henley operates within a highly established academic institution.

Students successfully completing the programme receive a Certificate of Completion from Henley Business School.

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