Quickstep Consulting | Testimonials

Testimonials

Quickstep Consulting-Alan Farrell

"Caliburn Capital Partners were looking for someone to help increase the knowledge of their operations team, around the subject of Fund Accounting and its related factors. Alan was recommended to us and from first contact he was helpful and insightful. Alan took note of our needs and put together a bespoke course that was targeted directly at our needs. On the day of the course , all attendees enjoyed the practical nature of the course and were constantly challenged via questions, discussions and testing. The day flew by, which is not always the case on training courses and most importantly; all staff increased their knowledge and skill-sets. Alan’s has a great knowledge of the industry and is a very professional trainer, who uses his own experiences, insight and skill to ensure that the training is of the highest quality. I would definitely use Alan’s services again and would have no hesitation in recommending him."

Sam Idle, Head of Operations, Caliburn Capital Partners, London, June 2011

"Trinity hired Alan in September 2010 to run a training programme which was key to the ongoing development of our business. Alan worked with us before commencement of the course in order to get our input in relation to the specific content and was keen to ensure the course was targeted correctly for our organisation. On the training day itself the activities, examples and discussions ensured that all attendees were thoroughly engaged and attentive throughout. Alan's manner and style creates a very healthy learning environment and his experience means he's constantly relating the course content back to the work environment. We found Alan to be very knowledgeable within the funds industry and found him to be a very skilful and professional trainer. Trinity would have no hesitation in recommending him."

John McCann, Managing Director, Trinity Fund Administration, Ireland

"Alan has provided a number of customised training programmes for us, focusing on a variety of topics particular to the fund administration business. I found Alan very easy to work with in developing the learning objectives and course content for these programmes. For our course participants, the practical nature of Alan’s training, always relating training to their on-the-job needs, and the highly participative nature of his programmes ensured an enjoyable and hugely effective learning experience that remained thoroughly focused on the learning outcomes demanded by the client. Building on his vast funds industry expertise, Alan is a truly dedicated training professional, consistently delivering training of the highest quality and I have no hesitation in recommending him."

Aine O’Sullivan, Training and Development Manager, GAM Fund Management, Ireland

"Alan ran training courses for our fund accounting staff covering a range of simple to complex financial securities. The session was limited to 12 staff and purposely structured by Alan in this way to ensure constant staff interaction and testing. The feedback from staff afterwards was they came away having felt like they learned more about the securities and because of the interaction training style Alan adopted they felt involved throughout the course and were more engaged than traditional training sessions where they merely listen and read from powerpoint presentations"

David Boyd, Head of Operations, Butterfield Fulcrum, Cayman Islands

"Alan prepared and presented the UCITS for Hedge Funds training course for our staff. The course was well organised and met the objectives outlined in advance of the day commencing. The staff really enjoyed the course, with positive interaction and working examples. Alan presented the course very well and staff came away from the day very enthused and satisfied with the material learned. I would highly recommend Alan and this course to other groups"

David Whelan, Managing Director, Admiral Administration

"Alan provided an excellent training in hedge funds to our team. He was well organized, able to adjust the training to a level the team required, and relied on an effective feedback from the group during the whole training period. I highly recommend Alan for projects in the hedge fund area"

Roman Lewszyk, President, Atlantic Fund Services, Poland

US GAAP vs IFRS for Investment Funds

"Found course very useful and very well presented. "

Keith Hobson, BDO Simpson Xavier Fund Administration Services, Dublin

"Overall very good course."

Karen McAffee, RBC Dexia Investor Services, Dublin

"Found this course very beneficial. "

Catherine Daly, BNY Mellon Alternative Investment Services, Dublin

"Excellent presenter and course material (especially tasks throughout the day). Overall, definitely would recommend to colleagues."

Maura Cronin, Audit Firm, Dublin

"Really enjoyed the course, particularly liked pre-test and then final test as showed how much we covered and my increased level of understanding. "

Participant, Fund Administrator, Dublin

"Good presenter. Good use of questions and answers. Notes short and concise. Good course. Thanks!! "

Participant, Fund Administrator, Dublin

"Great course. Liked that course was interactive. Really enjoyed it. Thanks. "

Participant, Fund Administrator, Dublin

US GAAP for Investment Funds

"Very good course."

Financial Reporting Professional, Fund Administrator, Ireland

"Extremely beneficial."

Financial Reporting Professional, Fund Administrator, Ireland

IFRS for Investment Funds

"I found the course very informative and well presented. Alan knows his subject well and is a very informed speaker."

Antoinette Looney, Irish Stock Exchange

"Course material was explained clearly and questions helped to reiterate the material covered."

Lisa Fitzpatrick, Butterfield Fulcrum, Ireland

"Overall, the course gave me a better understanding of IFRS that I can take back to my job."

Lisa Hearne, State Street

"Found the course really useful and should benefit the practical difficulties we are having."

Participant, Fund Management Company, Dublin

"I thought the course to be excellent. Alan was clear in all his discussions, answers and handouts. There was also an appropriate amount of open discussion for feedback from the team."

Participant, Fund Management Company, Dublin

UCITS for Hedge Funds

"The course was very useful and provided in-depth information. The discussion activities and exercises kept the format interactive and engaging."

Rachel Lam, JP Morgan

"Very well structured given the level of participation. It proved very enjoyable. Well presented. Factual detailed and relevant course material provided."

Una O’Neill, Citco Fund Services

"Excellent course covering all the necessary aspects to enable me to understand UCITS in greater detail."

Julie Banim, Custom House Fund Services

"Really enjoyed the day and learned a lot which I can use in the future."

Bairbre Hayes, HSBC Securities Services

"Very informative with great level of detail."

Linda Clegg, Custom House Fund Services

Regulatory Requirements for Irish-Domiciled Funds

"Alan led the day in a very structured, organised manner, encouraging participation and explaining technical concepts clearly. Overall it was both beneficial and enjoyable."

Coilin Duggan, A&L Goodbody, Dublin

"The course was very good...very informative. Thank you."

Elizabeth O’Connor, Matheson Ormsby Prentice, Dublin

"Kept the individual occupied for the duration of the course by the interactive, continual assessment structure which I found beneficial."

Ian Conlon, A&L Goodbody, Dublin

"Very happy with the course. Highly recommend it."

Colin Keane, Apex Fund Services, Co. Cork

"I found the course very informative and has given me a very good understanding of the environment I will face when working on a UCITS fund. The interactive participation really helped. "

Bryan Atkinson, Apex Fund Services, Co. Cork

"The course was very useful and, as important, was a pleasure to attend."

Roy Cairns, Citco Fund Services, Co. Cork

"Overall a very useful and engaging day"

Participant, Hedge Fund Administrator, Dublin

Derivatives

"Very good course overall."

Hedge Fund Administrator, Bermuda

"The interactive quizes & discussions groups were very useful to learning about these topics."

Auditing & Consultancy Client, Dublin

"Excellent course. Relevant current topical issues were covered. Trainer very easy to understand. Fun and interactive day."

Hedge Fund Administrator, Cork

"Good interaction with the group and use of case questions to ensure understanding of topics covered."

Ciara O’Callaghan, KPMG, Cork, Ireland

Futures

"Excellent workshop!"

Hedge Fund Administrator, Cayman Islands

"Very well-presented and perfect combination of discussion and exercise."

Auditing & Consultancy Client, Dublin

"Excellent overall coverage of futures and extremely relevant."

Hedge Fund Administrator, Cayman Islands

"Was linked well to the day-to-day job that we do."

Fund Administrator, Dublin

"Very useful introduction to futures. Good job!"

Hedge Fund Administrator, Dublin

Options

"Invaluable, very informative and well-structured."

Hedge Fund Administrator, Cayman Islands

"Bloomberg examples very helpful."

Investment Management Firm, Dublin

"Very interactive."

Auditing & Consultancy Client, Dublin

"Great overall focus on options with good interaction."

Fund Administrator, Dublin

Swaps

"Excellent."

Hedge Fund Administrator, Bermuda

"Thank you! Good opportunity to ask questions, practice examples etc."

Fund Administrator, Dublin

"For such a complex subject he managed to break it down into simple steps for a new starter."

Fund Administrator, Dublin

"Very good. Very suitable for our needs."

Fund Administrator, Dublin

"Excellent course, well paced and covered the subject matter completely. Many thanks."

Fund Administrator, Dublin

"Very helpful."

Fund Administrator, Dublin

Credit Default Swaps

"A very useful course which will be of much benefit."

Hedge Fund Administrator, Dublin

"Excellent course in terms of how it related to client examples & procedure."

Investment Management Firm, Dublin

"Delivery was excellent, well thought-out and flexible."

Investment Management Firm, Dublin

"I found this course very beneficial as it refered to our actual applications and what we actually deal with on a daily basis."

Investment Management Firm, Dublin

"Course was presented well and made the client issues that we see every day easier to grasp."

Investment Management Firm, Dublin

"Well worth attending!"

Auditing & Consultancy Client, Dublin

Fixed Income Securities

"Good use of real-life examples with Bloomberg."

Hedge Fund Administrator, Bermuda

"Excellent."

Hedge Fund Administrator, Cayman Islands

"Very clear explanations. Good use of examples & exercises. The number of exercises carried out was very beneficial."

Auditing & Consultancy Client, Dublin

"Excellent session. Thought examples were helpful and to the point. "

Hedge Fund Administrator, Dublin

Mortgage-Backed Securities

"Use of interactive example was extremely helpful to understanding concepts."

Hedge Fund Administrator, Bermuda

"Very interesting course."

Hedge Fund Administrator, Cayman Islands

Equities

"Worked examples were particularly useful in meeting the objectives."

Auditing & Consultancy Client, Dublin

"Everything was very clearly explained and any questions were dealt with very well."

Auditing & Consultancy Client, Dublin

"Very satisfied."

Auditing & Consultancy Client, Dublin

"Very clear and well paced."

Hedge Fund Administrator, Dublin

"Excellent for new recruits."

Hedge Fund Administrator, Dublin

"Very good mixture between explanation of slides, discussion and acivity and examples based on the slides. Trainer took all questions and answered them well."

Hedge Fund Administrator, Dublin

Performance Fees

"Excellent. Trainer had depth of knowledge, clear & concise style. Best course I have been on at client name."

Hedge Fund Administrator, Dublin

"Clearer understanding of why/how performance fees are calculated & how errors occur."

Hedge Fund Administrator, Dublin

Money Market Funds

"Excellent course, covered all aspects of daily valuation & more!!"

Fund Administrator, Dublin

"I really enjoyed this course and felt the content was very appropriate to gaining a further understanding of our day-to-day activities."

Fund Administrator, Dublin

"The course was helpful with aspects of my job."

Fund Administrator, Dublin

"Excellent course presented in a very clear and understandable manner."

Fund Administrator, Dublin

"Course helped me to understand the effects that custody processes may have on fund accounting."

Fund Administrator, Dublin

"Good interaction with learners."

Fund Administrator, Dublin

Alternative Investment Funds

"I really enjoyed the course. Thanks."

Hedge Fund Administrator, Dublin

"Very informative."

Hedge Fund Administrator, Dublin

Introduction to Fund Accounting

"Of good value to all standards. Many thanks."

Hedge Fund Administrator, Dublin

"I really enjoyed the course."

Hedge Fund Administrator, Dublin

"Very satisfied."

Hedge Fund Administrator, Dublin

"Very useful course for fund accountants."

Hedge Fund Administrator, Dublin

"Course was very appropriate and beneficial to client name and daily job."

Investment Management Firm, Dublin

"Found examples very helpful."

Investment Management Firm, Dublin

Introduction to the Funds Industry

"Course was well-structured and we achieved a lot in short time. Large amount of work covered due to the organisation of the trainer."

Auditing & Consultancy Client, Dublin

"Found it very useful and provides a good basis for newcomers to the fund industry."

Hedge Fund Administrator, Dublin

"Well explained answers to any questions or queries asked and very detailed with explanations."

Hedge Fund Administrator, Dublin

"Excellent course."

Hedge Fund Administrator, Dublin

"Very useful course to do."

Hedge Fund Administrator, Dublin

Irish Stock Exchange Listing for Investment Funds

Testimonial to be added...

Hedge Fund Industry Developments - Guide to Sound Practices

Testimonial to be added...

Introduction to Hedge Funds and Hedge Fund Accounting

Testimonial to be added...

Distressed Debt

"Very practical course. Restructure section was particularly beneficial."

Hedge Fund Administrator, Cork

"Enjoyed the course. Has given me a very good introduction and grounding on mechanics of bank debt. Thanks! "

Hedge Fund Administrator, Cork

"I thought the material was taught at a good pace and there was a good balance between theory and practical."

Hedge Fund Administrator, Cork