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
Fidelio Tata, Ph.D.
1185 Avenue of the Americas
New York, NY 10036
+1 646-626-4555


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