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Dr. Tata is an internationally recognized expert in financial markets and the investment industry with nearly thirty years of experience. Currently based in Germany, he is a full-time Professor of finance at the International School of Management in Berlin. He is also a publicly appointed and sworn expert for German courts, providing independent opinions on securities, derivatives, and digital assets.

Fidelio is a veteran of top Wall Street firms. As the former head of U.S. interest rate strategy at Société Générale in New York, he produced fixed-income research and providing global client coverage ranging from central banks to hedge funds. Previously, he oversaw global research on derivatives at the Royal Bank of Scotland (RBS) and advised financial institutions, including banks, mortgage companies, and leveraged accounts, on derivative strategies and trade executions.


Before RBS, Fidelio served as head of interest rate derivatives strategy at HSBC and developed derivative strategies for hedge funds at Credit Suisse. In that role, he strategized micro-arbitrage ideas presented to U.S. hedge funds, developed quantitative tools to detect relative value opportunities, and produced research write-ups on futures, swaps/swaptions and bond options for the U.S. and Europe.


He began his career in 1995 in Zurich at JPMorgan as a fixed-income salesperson and warrant trader. He was then transferred to New York to oversee the derivatives portion of JPMorgan’s prestigious Markets Training Program. Due to his expertise in derivatives, he was promoted to the Investor Derivatives Marketing group at JPMorgan.


Dr. Tata is now a full-time professor of finance at the International School of Management in Berlin, Germany. His teaching, consulting, and publishing work focuses on financial markets, banking, derivatives, and digital assets. He is the author of Bank Asset-Liability Management (Palgrave Macmillan, 2025) and Corporate and Investment Banking (Palgrave Macmillan, 2020).


Dr. Tata received his Ph.D. in Finance from the University of St. Gallen in Switzerland.

EXPERTISE


Fixed Income Sales & Trading

Market Abuse and Trade Manipulation

OTC/Listed Derivatives

Digital Assets

Risk Management & ALM

Capital Markets


EDUCATION

University of St. Gallen

Ph.D. in Finance

WORK HISTORY

SEDA Experts

Managing Director

2025-Current


International School of Management

Professor of Finance

2021-Current


Berlin School of Economics and Law

Professor of Finance

2017-2021


Zeb Consulting

Senior Consultant

2013-2017


Société Générale

Managing Director, Head of U.S. Interest Rate Strategy

2010-2012


RBS

Managing Director, Chief Rates Derivative Strategist

2006-2010


HSBC

Senior Vice President, Head of Interest Rate Derivatives Strategy

2004-2006


Credit Suisse

Vice President, Derivative Strategy

1998-2004


JPMorgan

Vice President, Investor Derivatives Marketing

1997-1998

Vice President, Derivative Training

1996-1997

Associate, Fixed Income Sales

1995-1996

Financial Markets and the Investment Industry Expert Witness

Contact Form
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Contact

Fidelio Tata, Ph.D.

1185 Avenue of the Americas
New York, NY 10036

+1 646-626-4555

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