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Capital Markets Colloquium

Jim and Judy O'Brien Capital Markets Colloquium

Wednesday, February 14, 2018

Register here for the workshops you wish to attend including the lunch speaker (lunch is provided). This is an excellent opportunity to mix with industry practitioners and discover just how broad and complicated the capital markets industry has become.

Overview of the Day

8:30 - 9:30 a.m. Registration – Jubilee Hall 4th floor atrium
9:30 - 10:45 a.m. Workshop I
  • Going for it: Pushing Past Fear and Failure to Achieve Success - Mindy Diamond, Diamond Consulting
  • Anatomy of a FinTech Transaction - Vivian Maese, Partner at Latham & Watkins
  • The Strong Survive & Thrive - Pearl Solon, Barclays
  • The Role of the Accountant in Private Equity & Hedge Funds - Miki Ortiz-Eggenberg, formerly Fortress Investment Group
11 a.m. to 12:15 p.m. Workshop II
  • Anatomy of a FinTech Transaction - Vivian Maese, Partner at Latham & Watkins
  • The Strong Survive & Thrive - Pearl Solon, Barclays
  • Commercial Real Estate Market Financing Challenges - Jamie Chung, Pulte Mortgage
  • Managing Institutional Investments: Hoping for the Best – Planning for the Worst - Patricia Haverland, CFA, Siemens
  • Crushing it in Corporate Credit - Betsi Hill, CFA, Napier Park
12:30 to 1:45 p.m. Welcome and Keynote Address (Registration includes lunch)
  • Welcome - Joyce Strawser, Dean of Stillman School of Business
  • Lessons Learned from the C-Suite - Lisa Dolly, CEO, Pershing, a wholly owned subsidiary of Bank of NY Mellon
2 to 3:15 p.m. Workshop III
  • The Importance of Asset Class Diversification - Susan Webb, Appomattox Advisory
  • Cryptocurrencies and Blockchain - Amruta Pachegaokar, Verizon Wireless
  • The Role of the Accountant in Private Equity & Hedge Funds - Miki Ortiz-Eggenberg, formerly Fortress Investment Group
  • How to Successfully Integrate Into Corporate America - Brenda Scotland, JP Morgan 
  • The Customer Journey: From Individual to Wealth Growth - Akiti Kohli, Blackrock
3:30 to 4:30 p.m. Workshop IV
  • The Importance of Asset Class Diviersification - Susan Webb, Appomattox Advisory
  • Cryptocurrencies and Blockchain - Amruta Pachegaokar, Verizon Wireless
  • How to Successfully Integrate Into Corporate America - Brenda Scotland, JP Morgan
  • The Customer Journey: From Individual to Revenue Growth - Akiti Kohli, Blackrock
5:30 to 6:45 p.m. Hall Street Fund Student Presentation
  • Why Rates are Rising and What it Means for You - Abhilasha Aggarwal, Margaret Schantz

Session Descriptions

Going for it: Pushing Past Fear and Failure to Achieve Success - Mindy Diamond
Ask any person who you define as "successful" what their secret is and they'll all include this one important step on the road to success: Overcoming failure. In reality, wherever there is great success, there is a trail of failure that preceded it. Recognizing that will help you chart a course where you can follow your passion and achieve your goals with the highest level of courage—and leave behind the fear that traps so many in mediocrity. Join Mindy as she shares the stories of her own journey building one of the industry's top recruiting and consulting firms for financial advisors. She'll share her own struggles, fears and failures, and how they enabled her to take many leaps of faith to reach her goals, and offer advice on steps you can take to do the same.

Led by: Mindy Diamond

Managing Institutional Investments: Hoping for the Best -Planning for the Worst - Patricia Haverland, CFA
Description not available at this time. 

Led by: Patricia Haverland, CFA

Anatomy of a FinTech Transaction - Vivian Maese
Description not available at this time. 

Led by: Vivian Maese

The Strong Survive and Thrive - Pearl Solon
Who is Barclays Investment Bank?  After the 2008 financial crisis, Barclays found itself in a stronger position, hviang taken over the assets of Lehman.  How were they able to succeed where so many others failed? Pre and post crisis diversity and inclusion has always been important. Empowering women has been a cornerstone, but at the same time what type of person can make and how?  

Led by: Pearl Solon

The Role of the Accountant in the Private Equity & Hedge Funds - Miki Ortiz-Eggenberg
Current trends in Private Equity & Hedge Funds including fee pressure, infrastructure, and outsourcing. Applicant qualifications for entry level jobs especially accounting knowledge (GAAP, tax, asset management). What traits are the critical success factors to demonstrate beyond hard work and analytical skills.

Led by: Miki Ortiz-Eggenberg

Commercial Real Estate Market and the Financing Challenges - Jamie Chung
This workshop will explore the broad impact of real estate on the overall economy and the mortgage industry's role in sustaining the real estate market. We will also discuss the recent evolution of regulatory reform and the impact it has had on over the past 5 years on consumers, lenders and society.

Led by: Jamie Chung

Crushing it in Corporate Credit - Betsi Hill, CFA
What should I be concerned about when lending money to a company or buying corporate bonds? How can I be sure a company will be financially healthy enough to repay its obligations? How can I tell if a company is going to go bankrupt?  What types of jobs are available in the world of credit?

Led by: Betsi Hill

Lessons Learned from the C-Suite - Keynote Speaker: Lisa Dolly
A discussion around leadership and lessons learned throughout her career that has led her to where she is now, the first female CEO of a 79 year old leading financial firm.  Discussing the importance of service, ethics, tenacity, skills development and versatility. Who is Pershing and what Pershing does and discuss financial advisory as a career choice

Led by: Lisa Dolly

The Importance of Asset Class Diversification in Managing a Portfolio - Susan Webb
Today's top line indexes tell a story of stable expected increasing asset valuations but the modern portfolio manager must navigate the reality of volatile sector and asset class performance. Diversification remains the key strategy for managing risk and only the disciplined and detailed portfolio manager will succeed.

Led by: Susan Webb

Cryptocurrencies and Blockchain - Amruta Pacheogaokar
The Cryptocurrency market is almost at a 700 billion market cap in a time span of 9 years. There is a lot of hype and rising popularity of this market. This session will introduce you to the concepts of cryptocurrencies, varying implementations, some of the challenges and to the blockchain technology underneath it.

Led by: Amruta Pacheogaokar

How to Successfully Integrate Into Corporate America - Brenda Scotland
Learn how to successfully transition from university to the corporate world.

Led by: Brenda Scotland

The Customer Journey: From Individual to Revenue Growth - Akiti Kohli
Customer centricity: a business goal of every business across industries, as it should be. Yet most businesses do not succeed as expected because they are unable to translate customer performance to company performance and profit. So then what does it mean to be successfully customer centric? What is the customer journey and why does it matter? This session will discuss the value of the customer journey for individual & business development goals, and understanding your journey as it relates to what you bring to the corporate table.

Led by: Akiti Kohil

Why Rates are Rising and What it Means for You - Abhilasha Aggarwal, Margaret Schantz
As we near the end for the 30-year bond bull market, why should student's care? Is it time to lock in a fixed rate student loan, put some money into stocks, and get money out of bonds?

Led by: Abhilasha Aggarwal and Margaret Schantz

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