Dr Shaun Morgan

Dr Shaun Morgan
Native name	Shaun Morgan
Born	Shaun Morgan 1977/06/15 Christchurch, New Zealand
🏡 Residence	United Arab Emirates
🏳️ Nationality	New Zealander
Other names	Shaun
🏫 Education	Doctorate Degree
🎓 Alma mater	The London School of Economics and Political Science (LSE)
💼 Occupation	Founder and Managing Partner in Abu Dhabi, United Arab Emirates
📆 Years active	6 Years
👔 Employer	Franklin Morgan Law Firm and Legal Associates
🏢 Organisation	Law Firm
Agent	Agency
Known for	Merger and Acquisition, Corporate ,Criminal and International Business Law
Works	Founder/ Managing Partner of Franklin Morgan Law Firm and Legal Associates key responsible for ensuring the success and growth of its practice areas. As a The Managing Partner my key obligation is to set goals, implement strategies, and ensure compliance with government regulations and local laws.
🏡 Home town	Abu Dhabi, United Arab Emirates
Title	Founder / CEO
🥚 Twitter	Twitter=

label65 = 👍 Facebook

Early Life

Dr. Shaun Morgan born June 15, 1977, a New Zealanders , (Māori: Tāngata Aotearoa), colloquially known as Kiwis, Shaun is a proud native of Christchurch, (/ˈkraɪstʃɜːrtʃ/; Māori: Ōtautahi) New Zealand and is held in high esteem by the small-town community he grew up in. He was an excellent leader and athlete, achieving much in both fields.  As a young student he was an active participant in many sports, developing a strong competitive spirit and drive to excel.

Dr. Shaun Gregory Morgan, CEO of Multi Financial, Legal and Investment Firms

    Dr. Morgan, was also raised in the heart of Ennetbuergen, Switzerland. From a young age he has been surrounded by beautiful landscapes, and a culture which promotes creativity and exploration.  Being near the Swiss Alps provided him with an appreciation for nature and community which has continued to this day. Growing up in such an atmosphere of open-mindedness also meant he had access to new experiences and opportunities.    His achievements as a leader include being on the leadership team at school as well as holding office positions within sports clubs. Throughout his successes saw him becoming one of the most respected individuals in his community and held in high esteem by classmates and coaches alike.

    a prestigious and respected institution renowned for its excellence in higher education. This was a significant achievement for him, as he was able to gain access to quality education from top-tier universities. and managed to complete his degree at Michigan University, further enhancing his knowledge and understanding of business concepts.    While at Michigan University, Shaun also got exposure to teaching techniques that help foster an environment for open communication and collaboration between professors and students. He was able to internalize these principles during his degree which made him successful after graduation.    Throughout his career Shaun has always strive for success and he enjoys sharing responsibility but ensuring accountability at the same time. He's passionate about delivering quality results that meet the needs of both clients and stakeholders. He pursued his MBA Program at Northwestern University from 1995 to 1997 and completed his Pre-Doctoral Thesis in London School of Economics in 1998.

   In addition, Shaun also held a number of executive positions at various organizations alongside having experience in venture capital and strategic consulting and of the Founders of a prestigious Law Firm - Franklin Morgan Legal Advisory LLC.  

 All these experiences and knowledge have made him a great asset for any organization that he seeks to build or help out in an advisory capacity.

Career

Chief Executive Officer / Co-Founder - Franklin Morgan Law Firm and Legal Associates

 

· Lead firm strategy sessions and oversee the development of annual business plans to maximize firm performance

· Create relationships with clients and solicit new business opportunities.

· Manage resources including personnel assignments, recruiting and training new lawyers and staff

· Represent the firm in courthouses, conferences, hearings, etc.

· Oversee billing functions

· Establish financial targets for legal services; review internal reports to monitor performance

· Ensure compliance with external rules/regulations (local laws/etiquette)

· Develop policies and procedures governing operations of firm’s offices

· Utilize technology to document client information for firm records management

· Foster a culture of collaboration, innovation and agility with the practice teams

· Promote collaborations with other professional service provider firms that lead to additional value to the firm

· Lead day-to-day management of the law firm together with its partners and employees, including overseeing personnel issues

· Ensure compliance with all applicable legal, financial and business regulations

· Establish clear priorities for the organization within the framework of overall business strategy

· Guide strategic planning initiatives such as mission/vision statements

· Oversee day-to-day operations and monitor financial performance

· Manage staff of 30+ associates including hiring, training, and performance reviews

· Collaborate with Board of Directors to develop policies & procedures focused on long-term growth & sustainability

· Identify areas of improvement and develop operational strategies to optimize efficiencycompanies regarding credit investment policy, corporate management risk assessment, structured GCC investment plan, and other projects related to financial services domains.

• Instrumental in setting up the Investment Banking Underwriting Credit Committee which provides oversight and guidance when approving loans and investments in certain types of sectors that fall under their purview.  
• A coveted asset to have on board at any financial institution or corporation operating within Emirates Group's scope of operation , due to strong understanding of regulations in key markets and industry dynamics coupled with an impressive track-record in managing large-scale credit investments.  

Chief Economic Adviser HRH Princess Deena bin Fahad bin Al Saud

The ABRAHAMIC BUSINESS CIRCLE - INVESTORS ROUNDTABLE in DUBAI September 12, 2023, Jumeirah Beach, Dubai, United Arab Emirates

• Appointed as the Chief Economic Adviser HRH Princess Deena bin Fahad bin Al Saud, Executive Advisor to the Saudi Royal Family.
•  Responsible for developing and implementing a comprehensive vision for the overall investment operations and policies of the royal family.
• An expert in economic theory, current economic trends, and experienced in business administration have prepared him for this daunting task of sustaining Princely Businesses under demanding circumstances with limited resources
• Contributed immensely to the success of some landmark hotel acquisitions in the region and achieved remarkable results by leading deals that had immense complexity and involved significant value creation.
• An expert in structuring complex transactions, allowed him to facilitate large-scale projects, playing a key role in determining acceptable risk levels for major hotel investments around the world, with remarkable success rates on completed deals.
•  As the 40% owner and shareholder of ICBC Investment Banking Division, he has accomplished much in his career, leading the successful acquisition of Chase Building Chicago and Grooet Building New York for a whopping $730,000,000.00.

Chief Economic Adviser Sir David Jack (Julius Baer)

• A highly sought-after chief economic advisor with numerous accomplishments in overall investment operations and policies.
•  A global investor and Board Director of eight companies, has been driven by his steadfast commitment to exemplary financial management, sound overall investment strategies and processes, and insightful advisement.
• As the Chief Economic Advisor at Julius Baer, he played a key advisory role in one of the most ambitious mergers in banking history—the SDC Bankcard acquisition—as well as in several major M&A projects across a range of disciplines.  
• Executive advisor ship also extends to key acquisitions such as Agro Bank Portugal for US$780k
•  Skilled as an effective strategist within two disparate corporate environments—banking and consumer goods—make him an invaluable asset on executive boards tasked with overseeing complex operations ranging from expansion to overall investment policy making and execution.

Abrahimic Business Circle - September 12, 2023, Dubai, United Arab Emirates

Julius Baer Latin America Greater China Acquisition Fund London, UK / New York US]

•  A seasoned President, Fund Manager, and Advisor with experience in high-profile Asian markets, Hedge Funds, Options Trading, and Futures.
•  Has been working with Julius Baer Latin America since 2018 and was in charge of the Greater China Acquisition Fund strategy from 2010 to 2011
• Worked as a Hedge Fund Switch Option Trader (Futures) between 2009 to 2010  and  held positions as a Hedge Fund Switch Option Trader (Options) in 2007.
•  Experience comes further consolidated by his Executive MBA titled “Latin America Investment Banking & Private Equity” obtained from Thunderbird School of Global Management in 2016; supplement with his professional certification obtained through IPD - Investment Property Databank as an expert on global transactions in commercial real estate assets/properties which took place between 2012-2013.
• Became the Vice President of Legal & Compliance at an international financial services provider    
•  Formerly, held an Executive Vice President role at Operations in 2009-2010 as Key Compliance Officer.
•  Took a highly diplomatic approach when it comes to building regulatory compliant and efficient KYC CIP policies for the organization due to his industry knowledge and experience.
• Has helped the firm to successfully streamline on boarding process while ensuring valuable client’s information security is maintained correctly under various regional legislation.  

Greater China Acquisition Fund London, UK / New York US

• An experienced president and fund manager whose skills have been honed over years of investing in Asian markets 2009 - 2012.
• A current President of the Greater China Acquisition Fund (GCF) in London, UK and New York US, is a testament to his unwavering dedication to finding success in both domestic and international financial markets.
•  A diverse experience has made him well-versed in a variety of trading styles and strategies, particularly with options trading throughout the 2009-2010 period when he managed a successful hedge fund switch operation. He was also responsible for setting up GCF2010-2011 as a platform to drive funds allocated towards selected Asian-centric investments.
•   An experienced executive vice president of operations, key compliance officer and vice president of legal and compliance. In 2009-2010, Dr. Morgan notably focused on the implementation of KYC CIP policy as part of his prominence in driving business and very low operation costs for organizations, banks, government institutions and financial organizations.
•  Implementation of KYC CIP policy was particularly challenging for Dr. Morgan due to the multiple intricate components like customer identification process, customer risk assessment and ongoing monitoring which had to be included in order to ensure that all guidelines were followed effectively.
•  Worked diligently to make sure that the policies adopted comply with relevant international laws such as anti-money laundering (AML) regulations while not compromising on operational efficiency or customer service standards. His efforts made him a prime choice among organizations implementing KYC CIP policy across industries worldwide.
• Has been able to produce remarkable returns on investments through accurate foresight into potential trends and movements amid volatile times because of his expertise, knowledge, and insight into Asia's dynamic markets.

Julius Bank AG Zurich, Switzerland Feb 1997 – Jul 2009

• An influential leader during his tenure as Chief Futures Trader and Chief Operational Officer of Julius Bank AG Zurich, Switzerland from February 1997 to July 2009.
• Responsible for the design and implementation of the full structural trading platform, as well as overseeing the creation of efficient risk management processes with a focus on improved client service quality.
•  Promoted to Chief Markets Trader in 2007-2008, due to his exemplary performance. Along with his vast knowledge and exceptional organizational skills, he led teams by example, creating a strong presence within both private banking and futures markets sectors.
•  Made an impact on the Swiss Borse through his role as Lead Manager for Vontobel Emerging Markets Fund, but also revolutionized global financial markets with his incredible successes.
•  An impressive career includes completing the State Commerce Bank Bond Program, which had a total committed amount of $100,000,000.
• With a wealth of experience and expertise in many areas related to the fund market such as strategic asset allocation, portfolio structuring and funds administration. By implementing the Swiss Borse listing Vontobel Emerging Markets Fund program and completion of State Commerce Bank Bond Program ($100,000,000), it gave evidence to his remarkable ability to lead complex projects in fund management sector with successful outcomes.

Merrill Lynch Pierce Fenner & Smith Jan 1996– Jan 1997

•  Demonstrate an exceptional trading acumen while serving as Executive President of Fixed Income Operations at the legendary firm Merrill Lynch Pierce Fenner & Smith between 1996 and 1997.
• Successfully obtained a Series 24 Bond Trading License and was promoted from Senior Baby Bond Trader Domestics to Operational Manager of the Bond Desk Trading.
• Develop an innovative Integrated Cross Border Bond Settlement system which provided satisfactory results for both domestic and foreign transactions.

G-Trade (BoNY) New York, US Jan 1995 – Dec 1996

• Recognized in the industry for his expertise and profound knowledge in the financial markets. He worked as an Executive President at G-Trade – Bank of New York (BoNY), one of the oldest financial institutions in the world, from January 1995 to December 1996 and has successfully completed a Series 7 & 63 License, along with a Series 24 Bond Trading License.
• Established himself as an operational manager for bond desk trading — overseeing equity trades and international bond settlements within US borders which played a crucial role in G-Trade’s expanding presence during that period.

Detailed Accomplishments

• CIBC Oppenheimer Guest Speaker 2011 (Emerging Markets)

• G-Trade (BoNY) Keynote Speaker (Cross Boarder Debt Re-Structuring & Settlements)

•  Lead Arranger State Commerce Bank Corporate Bond Issuance  ($700,000,000.00)

• Lead Arranger Finance Team Econerji New Wind Energy Fund ($200,000,000.00)  

• Lead Manager FIH Bank Acquisition Denmark (Takeover $150,000,000.00)

• Lead Manager  BlackRock Debt Fund ($300,000,000.00)

• Co-Manager AdaBank Istanbul, NTA Restructuring ($350,000,000.00)

• Guest Speaker Davos, CDS Seminar, and Global Tactical Analysis   

Personal Life

New Zealand Base Team

Shaun’s Baseball Career: New Zealand Baseball Team 2001/2002

    The New Zealand baseball team, Shaun, enjoyed a successful period of competition between 2001 and 2002.

    His impressive performances at the plate earned him recognition from within and outside of Power League divisions.

   Throughout both seasons, Shaun displayed great athletic ability. He was an exceptional fielder, frequently making highlight reel catches and turning difficult double plays that would often be impossible for an infielder to make on their own.

   At the plate he showcased power, earning many home runs during his time as part of New Zealand's national team.

   Shaun's presence was invaluable for his teams and served as an inspiration for others across the league. As such he remains one of the most well-known members from New Zealand's baseball history and a shining example of what can be accomplished if you commit yourself to your craft regardless of challenges along the way!

European Championship 2001 B-Pool in Wien

    Shaun G. Morgan was a well-known professional footballer and coach from Wales who is most remembered for captaining the Welsh football team in the European Championship 2001 B-Pool in Wien.

    Morgan was the leader of a new generation of Welsh players, who never reached their potential but still managed to do what many thought was impossible at the time.

    His leadership, experience and role enabled Wales to gain 3 points, knocking out Slovakia and becoming one of the four B-Pool representatives for Euro 2000. Shaun G. Morgan's contribution to Welsh football has been vital during his career and will be remembered forever.

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