Third Annual Jim and Judy O’Brien Financial Markets and
Wednesday, January 30, 2008
Jubilee Hall Auditorium
Developing financial leaders of today and tomorrow, the Stillman
School's Center for Securities Trading and Analysis is hosting the 3rd
annual Jim and Judy O'Brien Financial Markets and Economic
Guest panelists will explore interest rates, opportunities and
pitfalls in the current credit market, crude oil prices, the global
growth of emerging markets and much more. In addition, Stillman
students will report on the impact an election year will have on the
Participating panelists include:
Anthony Dwyer – equity market strategist, FTN Midwest
Douglas Kass - founder and president, Seabreeze Partners
Gregory Peters – chief U.S. credit strategist and
director of global fixed income research & economics, Morgan
Brian Reynolds - chief market strategist, M.S. Howells
Scott Rothbort - president, LakeView Asset Management,
and professor of finance, Stillman School of Business
Cody Willard - co-host Happy Hour, FOX Business
Network, and adjunct professor, Stillman School of
4:30-5 p.m. Live, Student-led Market
5-5:30 p.m. Keynote Address
Henry (Chip) Dickson, CFA
Managing Director, W2 Freedom LLC and Former Chief U.S. Strategist,
5:30-7 p.m. Fixed Income and Equity Markets Panel
About the Keynote Speaker and
Henry (Chip) Dickson
Chip Dickson is currently managing director of W2 Freedom, LLC, a
private equity firm managing the Community Bank Strategic Equity Fund,
LLC. Prior to this he served as chief U.S. strategist, associate
director of research and co-chairman of the Investment Policy Committee
for Lehman Brothers, Inc. He ranked among the top Portfolio Strategists
in the 2004 and 2005 Institutional Investor All-American polls and was
voted an Institutional Investor All-American Analyst five times. Prior
to joining Lehman Brothers in 2000, Dickson was a senior bank analyst
at Salomon Smith Barney. His bank analyst career started at Kemper
Securities and McDonald & Company Securities. He also served as a
lending officer for both Central National Bank of Cleveland and First
National Bank of Chicago.
Dickson received both a B.S. in business administration and an
M.B.A. from Babson College.
Anthony Dwyer joined FTN Midwest Securities in June 2003 as an equity
market strategist and member of the FTN Midwest Securities Investment
Committee (IC). In June 2006, he was chosen to chair the IC and also
serves on the First Horizon Advisory Service Investment Committee.
Dwyer began his equity research career at Prudential-Bache Securities
in 1987 and has since served as equity market strategist for a small
number of regional brokerage firms. He is often interviewed and quoted
by the financial news outlets, such as FOX News, CNBC, CNN, and
Bloomberg Radio, as well as by many print publications.
Dwyer graduated with honors from Le Moyne College with a B.A.
Douglas Kass, M.B.A., is the founder and president of Seabreeze
Partners Management, Inc., and the general partner and investment
manager of Seabreeze Partners Short, L.P., and Seabreeze Partners Short
Offshore Fund, Ltd. High-level positions at Demours Capital Management,
LLC, Kass Partners, LLC, Omega Advisors and several other firms round
out Kass’ management experience. He is a principal contributor to
TheStreet.com’s Street Insight and lectures on short selling
at Yale. He has been quoted in numerous publications, appeared on many
television programs and is a guest host for CNBC’s Squawk
Kass received an M.B.A. in finance from the Wharton School of
Business at the University of Pennsylvania in 1972 and a bachelor’s
degree from Alfred University.
Gregory Peters, M.B.A., is Morgan Stanley’s chief U.S. credit
strategist and director of global fixed income research &
economics. Prior to this position, he was co-head of North American
Credit Research where he led a team of high yield and investment grade
analysts. He began in the corporate bond strategy group in late 2000
and became the high yield strategist in January 2002. Peters, who
started his career at the Office of Thrift Supervision, also worked at
Salomon Smith Barney. He has been recognized by Institutional
Investor magazine and is a member of the Fixed Income Analyst
Society and the Bond Market Association.
Peters received an M.B.A. from Fordham University and a bachelor’s
degree from The College of New Jersey.
Brian Reynolds, CFA, is the chief market strategist at M.S. Howells
& Co., an institutional brokerage firm. Prior to joining M.S.
Howells, he was the chief strategist at Kirlin Holdings, Inc. From
2000-03, he was the fixed income and economic columnist for
TheStreet.com. Prior to that, he spent 16 years at David L. Babson
& Co., an investment counseling firm, where he was a senior vice
president and portfolio manager.
Reynolds received a B.A. in economics from Harvard College in 1983
and became a CFA charter holder in 1989.
Scott Rothbort, M.B.A., has more than 20 years of experience in the
financial services industry. He is a professor of finance and chief
market strategist for the Stillman School of Business as well as
founder and president of LakeView Asset Management, LLC. Known as “the
finance professor,” he is a frequent contributor to TheStreet.com and a
frequent guest on Bloomberg Radio, Bloomberg Television, CNBC and FOX
Business. Prior to founding LakeView in 2002 Rothbort spent 10 years at
Merrill Lynch. Before that he held international assignments while
working for Morgan Stanley and County NatWest Securities.
Rothbort received an M.B.A. in finance and international business
from Stern School of Business at New York University and a B.S. in
economics from the Wharton School of Business at the University of
Cody Willard joined FOX Business Network in 2007 as co-host of
Happy Hour. Willard writes a monthly investment column for
The Financial Times, columns for TheStreet.com and regularly
appeared on CNBC from 2004 to 2006. He also serves as an adjunct
professor at the Stillman School of Business where he teaches a class
called "Revolutionomics," which is focused on technology and business.
He is the author of a monthly subscription-based newsletter
TheCodyReport.net and the founder of Dividend.com and
RevolutioNetwork.com. He began his career at Oppenheimer & Co., was
chief analyst at Visual Radio, and vice-president of wholesale
operations at Broadview Networks.
Willard received a B.A. in economics from the University of New
Mexico in 1996.
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