INTRODUCING...
JOHN R. RUSH
Principal Consultant
Oakbridge Limited
and
Presenter and Speaker for
CPA Australia and Securities Institute of
Australia
OAKbridge
LIMITED
Financial Consulting Group
ce rta inty & profit
John R. Rush
An international financial risk management
and financial markets consultant
 Highly experienced in financial markets:

• as a central banker
• as a corporate treasurer
• in a banking advisory role

A specialist in the training of others in the
techniques of financial risk management
OAKbridge
LIMITED
Financial Consulting Group
ce rta inty & profit
John R. Rush

First Class Honours degree in Economics
from the University of Sydney

Concentration on:
•
•
•
•
Economics
Economic Statistics
Pure Mathematics
Mathematical Economics
OAKbridge
LIMITED
Financial Consulting Group
ce rta inty & profit
John R. Rush
Previous employment roles include:
• Research economist at Reserve Bank of
Australia
• Corporate treasurer at Peko-Wallsend Limited
• Financial markets advisor at Bank of America
OAKbridge
LIMITED
Financial Consulting Group
ce rta inty & profit
John R. Rush
Consulting affiliations include:
• Treasury Management Consultant, KPMG in
Sydney
• Financial Training Consultant, Securities
Institute of Australia in Sydney
• Technical Assistance Expert, Monetary and
Financial Systems Department, International
Monetary Fund in Washington DC
• Consultant, Asian Development Bank in Manila
OAKbridge
LIMITED
Financial Consulting Group
ce rta inty & profit
John R. Rush
Recognised expert witness in foreign
exchange litigation in Australia and New
Zealand
 Evidentiary work in one case reviewed by
Privy Council in London
 Consultant to several leading national
Australian and New Zealand legal firms

OAKbridge
LIMITED
Financial Consulting Group
ce rta inty & profit
John R. Rush
International work and consulting experience in
the following countries:
Papua New Guinea
Australia
Philippines
India
Singapore
Indonesia
South Korea
Japan
Taiwan
Kenya
USA
Malaysia
New Zealand
OAKbridge
LIMITED
Financial Consulting Group
ce rta inty & profit
John R. Rush

Particular strengths lie in verbal, written
and presentation skills

Able to clarify technical financial risk
management concepts and practices often
obscured by jargon and mystique
OAKbridge
LIMITED
Financial Consulting Group
ce rta inty & profit
CPA Australia Relationship

Presenter for then Australian Society of
Certified Practising Accountants (now CPA
Australia) since 1997

Sole workshop presenter:
• Foreign Exchange Risk Management
• Products and Risks in Financial Markets
OAKbridge
LIMITED
Financial Consulting Group
ce rta inty & profit
CPA Australia Relationship

Invited conference speaker, including:
• Each of NSW, Victorian and Queensland
Division State Congress
• Australian Mining Conference

“Presenter’s Award” from NSW Division:
• 1999
• 2000
OAKbridge
LIMITED
Financial Consulting Group
ce rta inty & profit
CPAA Foreign Exchange Risk
Management Workshop
As at end of 2004:
7 workshops
98 presentation hours
Rush rating: 4.69
Workshop rating: 4.27
(Max rating = 5.00)
5
4
3
2
1
0
1
2
3
4
5
6
7
FOREIGN EXCHANGE
WORKSHOP RATINGS
RUSH
WORKSHOP
OAKbridge
LIMITED
Financial Consulting Group
ce rta inty & profit
CPAA “Products and Risks in
Financial Markets” Workshop
5
As at end of 2004:
8 workshops
• Australia 4; Malaysia 4
56 presentation hours
Rush rating: 4.52
Workshop rating: 4.38
(Max rating = 5.00)
4
3
2
1
0
1
2
3
4
"PRODUCTS AND RISKS IN FIN
MARKETS" AUST RATINGS
RUSH
WORKSHOP
OAKbridge
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Financial Consulting Group
ce rta inty & profit
Other CPAA Presentations
As at end of 2004:
 Presented at Sydney, Melbourne,
Brisbane, Gold Coast
 9 presentations
 18 presentation hours
 Rush rating: 4.44
 Presentation rating: 4.13
OAKbridge
LIMITED
Financial Consulting Group
ce rta inty & profit
CPAA Presentation Summary
As at end of 2004:
 Sole presenter of 15 one or two day
workshops
 Nine invited speaker addresses
 Total of 172 presentation hours
 Overall Rush personal rating: 4.55
(Max rating = 5.00)
OAKbridge
LIMITED
Financial Consulting Group
ce rta inty & profit
Securities Institute of Australia
Relationship

For 1993-96 and 2003-05, presenter
and lecturer for:
• Securities Institute of Australia
• Securities Institute Education

Sole workshop presenter:
• Foreign Exchange Risk Management
(under licence from Oakbridge Limited)
OAKbridge
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Financial Consulting Group
ce rta inty & profit
Securities Institute of Australia:
licensed presentations
24 presentations
202 presentation hours
Average presentation
time: 8.4 hours
120
100
80
60
40
20
0
1994
1995
PRESENTATIONS
NUMBER
HOURS
OAKbridge
LIMITED
Financial Consulting Group
ce rta inty & profit
Securities Institute of Australia
Relationship
Invited lecturer and presenter for various courses,
including:
•
•
•
•
•
•
•
•
•
Understanding Financial Instruments
Introduction to Treasury Dealing
Treasury Risk and Control
ATOA Interest Rate and Foreign Exchange Operations
Fast Money
Foreign Exchange Markets and Trading
Global Markets
Financial Products II
Interest Rate Markets
OAKbridge
LIMITED
Financial Consulting Group
ce rta inty & profit
Securities Institute of Australia:
number of presentations
40
30
Total of 113
presentations
20
10
0
1993
1994
1995
1996
2003
2004
2005
YEAR
OAKbridge
LIMITED
Financial Consulting Group
ce rta inty & profit
100th Securities Institute presentation
Securities Institute Chief
Executive Officer Brian Salter
congratulates John Rush on
making his one hundredth
presentation for the Securities
Institute in Sydney, Australia
on 28 January 2005.
OAKbridge
LIMITED
Financial Consulting Group
ce rta inty & profit
Securities Institute of Australia:
presentation hours
200
Total of 468
presentation hours
150
100
Average presentation
time: 4.1 hours
50
0
1993
1994
1995
1996
2003
2004
2004
YEAR
OAKbridge
LIMITED
Financial Consulting Group
ce rta inty & profit
Testimonials
Some Rush testimonials…
• In all my years as a finance academic ..., I have
never seen anything so innovative as John
Rush's methodology for representing financial
markets transactions...John is a most
professional presenter and we commend him
for the results he has achieved for us!
- John D Petty (President, CPA Australia NSW Division; Sydney, Australia)
OAKbridge
LIMITED
Financial Consulting Group
ce rta inty & profit
Testimonials
Some Rush testimonials (continued)…
• "John Rush was consistently rated as either ‘excellent’
or ‘good’ (as) a presenter."
- Roslyn Allan (Managing Director,Securities Institute Education; Sydney, Australia)
• “John Rush is one of those rare individuals who
combines extensive financial risk management
knowledge with excellent communication skills.”
- Colin D Theyers (Managing Director, Staples Rodway Consultancy Services Limited;
Auckland, New Zealand)
OAKbridge
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Financial Consulting Group
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Testimonials
Some Rush testimonials (continued)…
• “...a market expert…”
- (Anthony M Gregg; Partner, Clayton Utz, Lawyers; Sydney, Australia)
• “…John's workshop was one of the best
prepared and presented I have ever attended.”
- Clifford S Hammond (Deputy Treasury Manager, Asia Pacific, Bechtel Asia
Pacific; Singapore)
• “…consistently authoritative, lucid and patient.”
- James A Farmer QC (Barrister; Auckland, New Zealand)
OAKbridge
LIMITED
Financial Consulting Group
ce rta inty & profit
Testimonials
Some Rush testimonials (continued)…
• “His techniques also remain highly effective in a nonWestern cultural environment.”
- Thomas N Huse (Vice President, Training Services, Bank of America; San Francisco, USA)
• “John was an excellent communicator of technical
financial material to workshop participants whose first
language was not English.”
- Teddy Lin (Vice President and Country Treasurer, Bank of America; Taipei, Taiwan)
OAKbridge
LIMITED
Financial Consulting Group
ce rta inty & profit
Testimonials
Some Rush testimonials (continued)…
• John Rush's ability to explain in clear, succinct, practical
terms the principles by which international financial
markets function is impressive.
- Professor Peter B Dixon (Director, Centre of Policy Studies, Monash University; Melbourne,
Australia)
Many more, and more detailed, Rush testimonials
are listed on the Oakbridge Internet site...
OAKbridge
LIMITED
Financial Consulting Group
ce rta inty & profit
Comprehensive information on
Oakbridge and John R. Rush is
available on the Internet at
www.oakbridgelimited.com
Email: [email protected]
OAKbridge
LIMITED
Financial Consulting Group
ce rta inty & profit
Copyright © Oakbridge Limited 2005
The foregoing presentation is copyright. Except as
permitted by applicable copyright legislation, no part
of the foregoing presentation may be reproduced or
distributed in any form or by any means without the
express written permission of the copyright owner,
Oakbridge Limited.
Email: [email protected]
OAKbridge
LIMITED
Financial Consulting Group
ce rta inty & profit
OAKbridge
LIMITED
Financial Consulting Group
ce rta inty & profit