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SBC Global Advisors, Inc.
(646) 596-4205

Financial and Private Sector

Policy Studies and Macro economic Analysis

Small Business Lending Study, ShoreCap Exchange
Philippines, Bangladesh
In 2009 ShoreBank International and ShoreBank Advisory commissioned a study from SBC Global Advisors to design a Research Framework to measure the success drivers of small business lending. The Designed a research study and framework to measure success drivers of lending to small businesses.

Developed methodology, interview survey and questionnaires. Wrote Case Studies and Focus Notes Conducted financial, strategic, market and operational analysis of BRAC Bank and Plantersbank.

Community Led Savings through Private Service Providers
Kenya, Uganda, Tanzania
Designed Research Plan to test the efficacy of a market based savings model thru private service.
Developed research methodology, survey, and work plan for three year savings program rollout.
Evaluated HH impact study & process audit of financial certification program to promote savings.

MFI Assessment and Strategic Plan for Investment Proposal, ESAF
Strategic analysis of business lines of NBFI and foundation: microinsurance, ayurvedic, biogas.
Assessed operations, financial review, RBI regulations, impact, governance, funding structure.

Housing Finance, Select Africa
South Africa
Drafted documents for microfinance investors; analyzed business and double bottom line returns.

Responsible Finance and Financial Education, EFSE
Wrote report assessing responsible finance, bank practices, transparency interest rates, redress. Reviewed remittances, savings, regulation, financial literacy, education and stakeholder roles.

Commercial Bank Strategic Study, Erste Bank, Vienna, Austria
Romania, Ukraine
Drafted research proposal, work plan, and survey for expansion and acquisition in key markets.

Youth Financial Inclusion Card Program, Yapi Kredi Bank and UNDP
Drafted Proposal for Youth Financial Inclusion. Strategic assessment of commercial bank card.

Global Microfinance Market Analysis from Equity Investor Perspective, CDC
Estimated financial penetration rate by country to assess MFI regional demand for equity capital.
Evaluated debt funding (commercial / subsidized), MFI market competition, scale and outreach.

Microfinance Investor Fund Performance Study, CGAP
Drafted article on benchmark analysis and performance data of microfinance investment funds.

Microfinance Market Study for European Investment Fund
Conducted a gap analysis evaluating demand and supply of microcredit for EU JEREMIE program. Analyzed policy, legal / regulatory environment, bank data, and financial institutions.

Microfinance Market Assessment Central and Southeast Europe
Presented overview of microfinance market to Banking Association Central & Eastern Europe. Shared financial data, growth drivers, return, market size, remittances and bank downscaling.

USAID’s SME Regional Competitiveness Initiative, RCI
(Southeast Europe 2004-2005)
As Team Leader, I managed an assessment of SME technical assistance projects in Albania, Kosovo, Bosnia & Herzegovina, Serbia, Croatia, Macedonia, Romania and Bulgaria targeting the enabling environment, investment climate, competitiveness, regional trade, exports, and cluster development. Agribusiness: Conducted in-depth study; presented findings at a conference.

USAID Financial Sector Business Advocacy Training Project
(Bosnia & Herzegovina 2002)
As Senior Financial Sector Analyst, I designed a study to assess commercial lending to medium size enterprises and evaluated gaps in the regulatory environment. I identified opportunities to promote stakeholder interaction and recommended reforms for a more dynamic financial sector.