Testimonials
Tom is not only an inspiring speaker who knows how to connect Law & Regulation to practical case studies like no other in his field, and who facilitates interaction with participants excellently, but he also greatly helped us in putting together a comprehensive program based on the VBA curriculum for our Private Wealth & Asset Management teams.
At PwC Consulting, the principle of continuous learning is highly valued for its consultants, including those working in financial services. Tom conducted a workshop on the Effectiveness of Laws and Regulations in financial institutions. The combination of theory and practice, along with his experience in case law, added significant value, both in terms of content and for fostering dialogue and discussion with the participants!
student Master in International Finance, course 2015-2016
Tom gave an interesting lecture on ethics during our annual AvA event in December 2015. I greatly appreciated the collaboration. We, and especially our clients, were all very positive!
As part of compliance awareness in the area of Consumer Banking, Tom Loonen gave a presentation at NIBC Bank about duty of care, particularly focusing on mortgages and savings products, with brief mentions of investment products. The presentation was very interesting and relevant, where the legal framework was supported by applicable practical examples. Tom clearly demonstrates that he is truly an expert in this field. Additionally, he is a gifted speaker who keeps the audience engaged in the subject. In short: highly recommended for everyone!
As part of our ‘Continuous Education’ program for the board, management team, and Supervisory Board, Tom gave a presentation at Hof Hoorneman Bankiers on duty of care and customer due diligence. The combination of his academic knowledge of these subjects, along with solid practical experience in implementation, made this presentation highly engaging and extremely relevant for our operations. If Tom’s company were publicly traded, we would buy it!
Tom Loonen, with his broad scope and work experience, explained the complex concept of duty of care very clearly to our commercial team! Understandable, enthusiastic, interactive, and with humor!
Tom Loonen’s lecture series on Responsible Investing for the Investment department of Kifid was a success. Tom is an excellent speaker and teacher. He conveys information, encourages deeper thinking, and invites discussion. Highly recommended!
Tom Loonen provided a Duty of Care workshop at Friesland Bank for a diverse group of colleagues (Compliance, Legal Affairs, Wealth Advisors, and Quality Management), with a specific focus on duty of care in investment advice. Throughout the day, Tom guided us through the current duty of care laws and regulations, expected changes, and case law. It was an engaging day for all the participating disciplines. There was ample opportunity to ask questions, which Tom answered clearly and supported with practical examples. I found the training to be highly educational and the trainer to be a true expert on the subject matter.
Duty of care: an uninspiring subject or perhaps even a necessary evil? These labels certainly do not apply to Tom Loonen’s lectures. His inspiring and motivating talks ensure that this extremely important topic will stick with the listener. Furthermore, the content, due to Tom’s unique practical and theoretical background, is highly applicable in everyday practice. Thanks to his knowledge and vision in this field, Tom also willingly shares his opinions on everyday events, often in a humorous manner. Highly recommended.
Tom has given several presentations for Rabobank on the topic of duty of care/compliance in practice. The audience, which mainly consisted of statutory directors of local Rabobanks, was unanimously full of praise for the presentation. This was both in terms of content and the manner in which the presentations were delivered. It would have been easy to deliver a dry lecture on the subject, but Tom skillfully linked the relevant content to practical examples in an engaging way, ensuring that the audience remained captivated until the end. All of this was done without compromising the importance and relevance of this critical and current topic. The evaluations of Tom’s presentations were unanimously very positive.
At Rabobank Weerterland and Cranendonck, Tom Loonen conducted a Duty of Care workshop for the Business Insurance and Control teams. Every employee was very impressed with both the content and the presentation style. That such ‘dry’ material could be delivered in such an inspiring and captivating way! Hats off.
We are very pleased with the way Tom Loonen has conducted multiple workshops on Duty of Care at our bank; driven, enthusiastic, and with sharp insight. In short: valuable. Definitely worth repeating!
I have had the opportunity to hear Tom Loonen speak at various events across the country on topics such as client integrity, regulations, and duty of care. What stands out is his easy and inspiring presentation style. He is very skilled at presenting the legal aspects of securities services in a captivating and practical manner, and he effortlessly conveys this to his audience.
We asked Tom Loonen to give a presentation on duty of care for our members’ council. For our council members, Tom’s presentation was not only educational, but it also fostered an understanding of our duty of care activities. Additionally, Tom conducted an interesting workshop for our account managers. All in all, the feedback from the council members and our account managers was extremely positive.
Tom Loonen has been actively involved as a lecturer and author in the Senior Investment Advisor program for a decade in an exceptionally professional manner. He operates with a healthy passion for the profession of investment advisor and possesses broad and ever-growing knowledge of investment matters. He is able to explain the essential and complex topic of customer interest in the context of managing equally complex investment portfolios, drawing from current developments. Thanks to his clear and highly engaging presentations, both written and verbal, he has, for many years, opened his students’ eyes to the dilemmas that investment advisors face regarding customer interests. A look at the student evaluations reveals that Tom is highly regarded for combining his thorough knowledge with a strong empathy for his students. There is clear two-way communication, and through his focus on interaction, he inspires his students to bring out the best in themselves. Additionally, in both the content development and logistical execution of the program, it is a pleasure to work with Tom, as he excels in managing expectations.
Tom Loonen conducted a workshop for Bank Van Breda on ethical banking and practical banking dilemmas. Drawing from his extensive banking expertise, Tom inspired us by sharing concrete case studies and presenting relatable situations. This immediately got us thinking.
We are already looking forward to his inspiring keynote in September. He will undoubtedly provide our account managers and colleagues in customer contact with valuable new insights. The introduction of the bankers’ oath in Belgium in 2025? We are ready!