TBSM - Key Persons
Doug Adams Doug returned to consulting when he formed TBSM in 2003 after leaving TD Bank as a Vice President of Finance. Doug has had a career of over 35 years in Treasury management starting in 1988 by programming arbitrage models for two Toronto merchant banks. He went on to join the investment counselling firm,…
Doug returned to consulting when he formed TBSM in 2003 after leaving TD Bank as a Vice President of Finance. Doug has had a career of over 35 years in Treasury management starting in 1988 by programming arbitrage models for two Toronto merchant banks. He went on to join the investment counselling firm, Yield Management Group and worked his way to Portfolio Manager. Doug left YMG with three others to form the investment counseling firm The Asset/Liability Management Group. They grew the business to have over $2.5 billion of assets under management while also running a successful consulting practice. Doug and another partner left A/LMG to join their client Canada Trust to run their Treasury. Doug joined Canada Trust as Assistant Treasurer and was promoted to Treasurer within two years. Upon the acquisition of Canada Trust by TD Bank, Doug became part of the senior executive of TD's Treasury with primary responsibilities for the Treasury middle office and risk measurement/management. While at TD Bank, Doug was brought in by CMHC to be a key architect in the design and creation of Canada Housing Trust and the Canada Mortgage Bond program. Doug holds a BSc in Mathematics from the University of Alberta and an MBA from McMaster University.
Joel is a partner at TBSM and has been with the firm since 2010. He provides Treasury consulting to TBSM's clients and helps them manage all aspects of their treasury including liquidity, interest rate risk, and FX exposure. He has helped FIs build daily processes around many issues that are common to bank treasuries. This includes daily risk measurement, management, and reporting. He has helped build hedging programs around multiple asset classes including deposits, loans, and commitment pipelines, along with the associated hedge accounting. Joel has automated many different regulatory reports to reduce the reliance on manual spreadsheet work. He has also implemented FTP and ROE measurement frameworks at multiple FIs.
Joel brings expertise in both software engineering and the financial services industry. Prior to joining TBSM, he led a team of developers at a software products firm and has experience at a regional financial institution. Joel holds a BSc in computer science and an MBA in finance, both from the University of Alberta.
Joel Nattrass Joel is a partner at TBSM and has been with the firm since 2010. He provides Treasury consulting to TBSM's clients and helps them manage all aspects of their treasury including liquidity, interest rate risk, and FX exposure. He has helped FIs build daily processes around many issues that are common to bank…