William Allen

Teaches at UrbanGlass

William Blair Santos Allen has over 33 years working in banking and finance. He is a senior consultant and speaker in the areas of executive bank management, ALM, treasury, risk management, capital markets, derivatives, and portfolio management. Mr Allen previously worked with JP Morgan in London in treasury, capital markets, risk management, securities and derivatives activities. Before joining Morgan, Mr Allen worked as a portfolio manager and chief investment officer of a university endowment. William Allen pursued his MBA and DBA studies in capital markets and finance at the Harvard Business School, and was involved in various research and teaching roles, as well as post-doctoral studies in monetary economics. He received the Elijah Watts Sells Award and the John S. Glenn Gold Medal for outstanding performance on the CPA examination at Ernst & Ernst. Mr Allen was awarded the Robert Beyer Bronze Medal for outstanding performance on the CMA examination, earned the Chartered Financial Analyst designation, and has the CFA’s Certificate in Investment Performance Management. He participates and is certified in the Global Association of Risk Professionals (GARP) and the Professional Risk Management International Association (PRMIA). In addition to consulting and training, Mr Allen has been a featured speaker for various IMF, BIS, Federal Reserve, and World Bank conferences, as well as many industry professional associations and conferences, focusing on market conditions and regulatory changes.