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The Business

DSC Portfolio Ltd is a specialist training firm which designs and delivers educational courses and operational support services worldwide to people and firms working in the financial, energy and commodity market sectors.

Target Audience


The Company is primarily focused on delivering comprehensive knowledge and operational expertise to those people who work in support of trading, investment, hedging and risk management activities within a financial, energy or commodity market environment; management and staff in operations, treasury, middle office, back office, customer services, clearing and settlement, fund accounting and administration, credit and risk management, finance, legal, compliance and audit.


In practice, most of our training course attendees work for either banks, fund managers, fund administrators, energy and commodity companies, brokers, custodians, regulators or system and service suppliers to these types of business.

Our operational support services range from process and procedural reviews and documentation to operational risk management, awareness and structure, implementation of new products and markets and enterprise wide structured development programs for personnel.

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The two principals of the company, David Loader and James Henry, both worked for many years in senior operational management positions within the financial services industry. Through their long experience both in the industry and as professional trainers, David and James have developed specific training expertise in the areas of :

• Understanding financial and capital markets

• Fund administration and hedge funds

• Securities clearing and settlement

• Securities lending

• Exchange traded derivative products and operations

• OTC and listed derivatives products and operations

• Energy derivative market operations

• Collateral management

• Operational risk management

Specialist Expertise