Alpesh’s Credentials


Alpesh Patel Pullback Trading Event Recording

BBC News Paper Review 28 June 2013

BBC News Paper Review 10 May 2013

BBC News Paper Review 1 April 2013

BBC News 11 Nov 2011

BBC News 21 Oct 2011


Professional Experience/ Board Level Appointments


  • Praefinium Partners(formerly Agile Partners Asset Management,) Founder Director, (Hedge Fund) (2004-). FSA Regulated Asset Manager
  • Epiphany Ventures, India based early stage VC fund Board of Advisors (2009-)
  • ICICI Bank, Private Bank’s Investment Advisory Committee, (India’s largest bank) (2005-7)
    • Advising on global economy and best structured products & funds for global high net worth market
    • Evaluating best of breed global funds for funding and distribution by bank
  • Aranca,  Non-exec Chairman  since inception,  (Independent Financial Research) (2003-)
    • Employing over 150 research analysts serving investments banks, VCs and hedge funds in Europe and US


  • Co-Chairman, UK-India Business Angel Network, launched by the PM (2008-)to bring Indian scientific innovation to the UK
  • UK Trade & Industry,  International Dealmaker for India (2005-)
    • Sourcing VC deals from India – exceeded govt targets annually as sole India Dealmaker
    • Hunting for innovative early-stage technologies from leading entrepreneurs and scientists
    • Capital raising globally through banks and VCs for entrepreneurs
  • UK India Business Council Director & Board Member,(UK-India Govt Body to promote bilateral trade)(2004-)
    • Advice on strategy for bilateral trade growth
  • UK-India Roundtable, Board Member
    • Appointment by UK Prime Minister to promote closer bilateral ties (2000-5). Providing policy initiatives to Prime Minister’s Office and Foreign & Commonwealth Office


  • AllTrue Investments Plc, Director, (Traditional broker, corporate financier and UK largest private investor expo and training company) (2005-7)
  • The Indus Entrepreneurs (TiE), Board Member, (A global organisation mentoring entrepreneurs) (2000-)
  • Governor University of Luton, (and on Strategic Planning and Finance Committee – advising on suitable investments) (2004-)
  • Chatham House, Trustee, (and Member of Investment Committee – advising on suitable investments) (2004-10)
  • University of Reading,  Board of Advisors, (Centre for Entrepreneurship) (2002-4)
  • Trapezia Venture Capital Fund, Advisory Panel, (2004-2006)
  • Other
  • FSA Approved Person For Controlled Function 1 (CEO)
  • Executive Committee, Oxford Business School Venture Fund (2004)

Consulting/Advising CEOs & Senior Executives on Business Development/F

  • Advisor to Lodevans Art Fund (2006) advising on fund structure and strategy for growth
  • Tehelka Advisory Board for Art Auction for Charity ‘Art for Freedom’ collection of rare contemporary Indian masters and India conference. Advice on sponsor (2007)
  • Channel 4: Senior Commissioning Producers, presentation on Indian developments and opportunities (2006)
  • BBC:  Business News & Senior Executives, presentation on new global TV ideas to heads of BBC1, BBC Current Affairs, (2005)
  • Barclays: Hired by CEO of Barclays Bank Brokerage to communicate to 600,000 private investor clients on best value UK, Chinese and Indian companies (2004)
  • Bloomberg: Advisor to Global Head of Bloomberg TV on strategic partner, competitor analysis and distribution alternatives for Indian market (2001)
  • LIFFE: Advisor to world’s second largest derivatives exchange on market penetration and competitive strategy on Stock Futures (2000-3)
  • Merrill Lynch HSBC: Consultant hired by CEO, providing weekly comment to their investor client base on best value companies (2000-2)
  • American Express: Hired by CEO of American Express Brokerage to advise investors on UK businesses to invest in (2001)
  • E*Trade: Advisor to CEO of international division of the US’s second largest stockbroker on entry to UK seeking  business model strategy review, customer segment analysis, service functionality review and improvement plan, marketing strategy advice (1999)

Publications/Speeches on Fund Management & Entrepreneurship

  • On Raising Capital, New Delhi, (2011)
  • Smart Investor Conference, Hong Kong, Keynote (2007)
  • Smart Investor Conference, Singapore, Keynote (2007)
  • KPMG, on UK India Potential to UK Indian VIP Community as keynote speaker (2007)
  • On UK-India Potential with Stephen Timms MP at Houses of Parliament (2007)
  • American-European Investment Bankers Association Real Estate Conference, Keynote: Mumbai, 2006
  • Houses of Parliament, Finance Business Insurance Magazine launch (2006)
  • Houses of Parliament, talk to All Party Small Business Group (2006)
  • Oxford Business School: Chairman on session on entrepreneurship & ‘UK-India Opportunities’ (2006)
  • JP Morgan, Deutsche Bank, Merrill Lynch, Goldman Sachs:  ‘On Business Success’ to Investment Bankers in London (2006)
  • Ismaili Group: ‘On Business Success’ London (2006)
  • PwC: ‘Market Outlook and Asian Business Speech to Birmingham Businessmen (2005)
  • Glasgow Chamber of Commerce:  ‘Women and Business’ Speech (2005)
  • Marsh & McLennan: World’s largest insurance company – speech on global investments (2004)
  • Asians In Media Inaugural Speech (2004)
  • London Business School:  “Starting in business” -Senior Executives Programme  (2003)
  • University of International Business, Beijing:  ‘You didn’t know the UK leads Europe in IT?’ speech (2001)
  • Centre for the Study of Financial Innovation: (A think tank supported by leading City institutions and the Bank of England). Speech about improving investment bank trader selection. (1999)

Media Coverage on Fund Management, Entrepreneurship

  • Columnist, Financial Times (1999-04) on investing. ‘Diary of an Internet Trader’
  • Investment Columnist, MSN (2006-)
  • Contributor on CNN, Sky Business News, CNBC (UK & US), Channel 4, BBC and US radio shows on investments, the markets and global business.
  • Interviewer on Bloomberg Television ‘CEO in the HotSeat’ and contributor “Money Makers” – cross-examining CEOs of listed companies on their company performances (2002-3)
  • Best performing stock selector among all covered on Bloomberg Television (2002).
  • Best performer – Financial Times predicting the FTSE competition (2004)
  • Weekly guest column for Merrill Lynch HSBC on best companies to invest in (2000-2)

Business Awards Judge:

  • India Business Awards by the British High Commission (2007)
  • European Technology VC Tour of India Judging Business plans (2006)
  • European Awards for the Spirit of Enterprise, Member of National Selection Committee, supported by the EU
  • Proshare Investment Clubs Awards judging panel member, sponsored by London Stock Exchange
  • Investment Week Magazine Financial Services Awards judging panel member

Governmental/Speaker on International Trade Growth

  • Mayor of London: Chairman and speaker on International Business in London (2005)
  • UK Dept of Trade & Industry: Consultation Presentation on Govt White Paper on Globalisation,Trade and Investment (2004)
  • British Indian Association, Keynote inaugural speaker (2004)
  • Chinese Ministry of Foreign Trade:  UK representative in Beijing at Asia-Europe New Economy and Trade Co-operation Symposium to chair sessions and speak on strategies to improve EU-ASEAN-China trade (2001)
  • UK Foreign & Commonwealth Office and the Malaysian Foreign Office:  UK representative at the Asia-Europe Young Leaders Symposium to recommend strategies for closer EU-Asia ties. (2001)
  • Indian High Commission ‘The UK IT advantage and dangers of Indian IT complacency’ speech at the,    London (2001)
  • US Congress: Intern for the Hon. Eliot Engel in Washington DC including speechwriting (1994)


Oxford, United Kingdom (2001 – 2002)
Visiting Fellow In Business & Industry

As a Visiting Fellow, elected by the Fellows of Corpus, I studied issues surrounding where economics meets psychology. My studies were fuelled by my research whilst writing The Mind of a Trader and my columns in the Financial Times newspaper.

Oxford, United Kingdom (1993 – 1995)
Joint Honours School in Philosophy, Politics, Economics

Awarded US Congressional Internship as Intern to Congressman Eliot Engel (D-NY)

Boston University

Washington DC, USA (Aug 1994 – Dec 1994)

Enrolled at Boston University as part of Oxford University degree and student exchange programme as Congressional Intern.

Inns of Court, School of Law

London, United Kingdom (1992 – 1993)

Bar Vocational Course qualifying as a barrister. Specialist subjects: Company Law, Commerical Law

London, United Kingdom (1989 – 1992)

Specialising in Company Law, Constitutional Law, Commercial Law, Tax Law


Investment Manager

(Financial Services Authority)

Compliance Officer

(Financial Services Authority)


(Bar of England and Wales)
1993 – Has no expiration


Charity Auctioneer

3-4 Years Experience, (Last Used <1 year ago)

Voluntary: charity fund raising International Relations, Entrepreneurs

  • United Nations Association Member
  • Fellow, Royal Society of Arts
  • Consultant Editor, Financial Voice (2005-present)
  • Co-Chairman with Lord Bilimoria, Board of Advisors, Loomba Trust(2008-present)
  • Trustee, UnLtd (India) funding social entrepreneurship in India
  • Trustee GEN (India) supporting healthcare in remote villages around Delhi (2008)
  • Board of Advisors, Centre for Entrepreneurship, University of Reading appointed by the Vice Chancellor (2002-2004)
  • Bar Association of Commerce, Finance and Industry
  • Member of the Board, The Indus Entrepreneurs, (A global organisation of businesspeople)
  • Trustee, Royal Institute of International Affairs
  • Charity Auctioneer raising funds for Indian Schools and Save the Children
  • Charity After-Dinner Speaker


  • Short-listed: Proshare Investment Personality of the Year
  • Nominee: Media Award 2002, Guild of British Asians
  • Winner: Asian Achievers Awards 2002 (Media Award)
  • Nominee, Guild of British Asians Media Award, 2002
  • Trading Online voted top 10 business books of 1999 by Amazon UK, Independent Newspaper and

The full list of Alpesh’s credentials can be found at

Leave a Reply

Fill in your details below or click an icon to log in: Logo

You are commenting using your account. Log Out /  Change )

Google+ photo

You are commenting using your Google+ account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )


Connecting to %s