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Faculty Profile
The Genesis faculty is comprised of professionals who have been selected based on their qualifications, industry experience, teaching skills, and feedback from students. All faculty members are CFA® charterholders who will share their experiences in preparing for the exam as well as their corporate work experiences. Their combined work experience of over 75 years is a valuable resource for this course.
 
Core Faculty
Binod Shankar, CFA®

Binod has 18 years of work experience, including 16 years in corporate life and a dozen years in the Middle East. He started his career in an industrial bank in India where he cut his teeth on project appraisal of small and medium enterprises. He then spent six years executing audit, financial due diligence, financial feasibility and valuation assignments with KPMG, Arthur Andersen and Ernst & Young in Oman and Dubai before joining Nakheel, the property developer. More recently he was the Executive Director-Finance at Gulf Finance House in Bahrain. He has presented extensively on a range of subjects including accounting, real estate and project finance at high profile events such as the World Accounting Summit, Global Summit of the Institute of Management Accountants, Cityscape Asia, Cityscape Abu Dhabi, Getex Dubai and the MEED Islamic Project Finance conference.

Binod has been teaching advanced finance and accounting courses since 1996. He quit corporate life in 2009 to help set up and run Genesis Institute.

At Genesis, he has delivered presentations focused on the SME sector at the Dubai Health Care City and the Tecom SME Builder covering topics such as budgeting, cash flow management and financial control. He was recently selected by Potential (the online training initiative supported by Google, Intel, Zawya, Aramex and Michael Porter's AllWide Network) to deliver a series of sessions on finance for micro businesses.

Binod says that his focus as a Trainer, Mentor and Speaker is to deliver conceptual clarity, get to the core issues, build relationships, keep things simple (and fun!) and talk of practical and effective solutions.

Binod is a Chartered Accountant and a CFA® charterholder. Apart from training, his other passions include long distance running, high altitude trekking, long distance cycling, amateur acting and modern aviation. He recently (2011) completed the Dubai Marathon and climbed Mt Kilimanjaro.

   Connect with Binod
   
   
Mohit Malhotra, CFA®

Mohit has over eight years of experience covering portfolio and investment analysis, business valuations, corporate finance and financial modeling. Mohit was working as a Manager in Deloitte's Corporate Finance practice in Dubai handling the Middle East Region. During his term at Deloitte, Mohit has worked extensively in the financial services, real estate, and aerospace industry managing transactions in private placements, IPOs, M&A, and corporate advisory. He was also the training manager teaching various finance topics.

Mohit is a Director of Genesis Institute. A passion for teaching and a flair for business propagated his decision of founding Genesis Institute. At Genesis, he has conducted several workshops and presentations on equity valuation and financial modelling to a large audience including NASDAQ, SP Jain Institute of Management - Dubai and Bank Muscat.

Mohit is on the executive committee of CFA® Emirates. He has a Bachelor of Administrative Studies (Honours) degree from York University in Canada and is also a CFA® charterholder. He has also completed Canadian Securities Course and the Technical Analysis Course from the Canadian Securities Institute.

  Connect with Mohit
   
 
 
Mir Taimur Ali, CFA®, ACCA®
Taimur has over six years of experience in fixed income fund management, portfolio analysis and investment advisory. Before joining Genesis, he was working as a Fund Manager with KASB Funds Limited, an asset management company in Pakistan and local partners of BlackRock Inc. His role included managing open ended mutual funds along with carrying out investment advisory for different institutional clients. Taimur is a CFA charterholder, an ACCA member and has been teaching financial courses for the past four years. His subjects include portfolio management, financial reporting & analysis and fixed income. Taimur has done his BSc in Applied Accounting from Oxford Brookes University, UK and is also an active member of GIPS society under CFA association of Pakistan.
  Connect with Mir Taimur Ali
 
Adjunct Faculty
 
Ahsan has 12+ years of experience in the Corporate, SME & Consumer Banking sectors. He currently works as Director Credit for Khalifa Fund for Enterprise Development in Abu Dhabi and is a key member of the institution’s core group responsible for credit and portfolio management. He has also designed and implemented a region specific credit model for MSME. Previously, he worked at management level with Noor Islamic Bank, Standard Chartered Bank, United Bank Limited and Citigroup. Ahsan has been involved in conducting training programs such as 'Shaping Islamic Banking' program for Noor Islamic Bank and Advanced Modelling for Citigroup (London).
 
 
 
Lalit Agarwal, CFA®
Lalit has more than 14 years of experience in the investment research and portfolio management functions. He currently manages a portfolio of investments in Private Equity for a large sovereign wealth fund based in Abu Dhabi. Lalit was the founding Board Member and was the past President of CFA® Emirates (CFA®), the UAE chapter of the CFA® Institute which awards the CFA® charter. Lalit has conducted many education programs for CFA® candidates in the UAE. Lalit has a Bachelors Degree in Electrical Engineering, an MBA in Finance and is also a CFA® charterholder.
  Connect with Lalit
     
 
Mohammad has over 10 years of investment banking and treasury experience. He is presently working with Mashreq Bank, Dubai as Director – Rates and Structured Solutions Unit. He manages the team responsible for developing derivatives based asset and liability solutions for the clients. He also manages the proprietary interest rates derivatives trading book. Prior to joining Mashreq, Ahsan worked for 5 years in Karachi, Pakistan for Global Securities Limited (UBS Pakistan) in the areas of Corporate Finance and Equity Research. While at Global, he worked on some large ticket privatization, acquisition and debt capital market transactions. His areas of expertise include Structured Asset and Liability solutions, Mergers & Acquisitions, Equity & Debt capital markets, asset valuation and derivatives. He has an MBA degree from the Institute of Business Administration (Karachi), holds the CFA® Charter awarded by the CFA® Institute and FRM® Charter awarded by GARP.
     
   
 
Steve has been in the financial industry for over ten years and held various roles in banks and asset management firms. He is currently the MIS controller for the Abu Dhabi Investment Council. His responsibilities include reporting, performance calculations and analysis of the Council’s investment portfolio. Originally from Montreal, Canada, Steve became a CFA Charterholder in 2004 and completed the CIPM program in 2006.
Steve’s passions in life are teaching and helping people.
  Connect with Steve
 
Vinod has over 14 years of experience in the banking and asset management industry. He is currently working with Emirates NBD Asset Management as an Investment Specialist, a role in which he supports the Emirates NBD Priority Banking business in its investment and financial services offering to high net worth individuals, advising them on investment strategy and personal portfolio services. He also provides investment training to the Priority Banking relationship managers and advises on segregated mandates. Prior to Emirates NBD he was associated with HFDC Bank in India after which he relocated to Dubai to join them in their Middle East operations. He has a Bachelor’s degree in Computer Engineering, a MBA in Finance and is CFA® charter holder. Vinod is a keen golfer and enjoys travel.
   

 

   

 

 
 
   
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