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Jim and Judy O'Brien Economic Colloquium
Seton Hall > News & Events 

Third Annual Jim and Judy O’Brien Financial Markets and Economic Colloquium

Wednesday, January 30, 2008
Jubilee Hall Auditorium
4:30-7p.m.

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 Colloquium.

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 financial markets.

Participating panelists include:

Anthony Dwyer – equity market strategist, FTN Midwest Securities

Douglas Kass - founder and president, Seabreeze Partners Management, Inc.

Gregory Peters – chief U.S. credit strategist and director of global fixed income research & economics, Morgan Stanley 

Brian Reynolds - chief market strategist, M.S. Howells & Co.

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 Business

Colloquium Schedule
4:30-5 p.m. Live, Student-led Market Report                  
5-5:30 p.m. Keynote Address
Henry (Chip) Dickson, CFA
Managing Director, W2 Freedom LLC and Former Chief U.S. Strategist, Lehman Brothers

5:30-7 p.m. Fixed Income and Equity Markets Panel

About the Keynote Speaker and Panelists

Henry Dickson 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 DwyerAnthony Dwyer
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. degree.

Douglas KassDouglas Kass
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 Box.

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 PetersGregory Peters
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 ReynoldsBrian Reynolds
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 RothbortScott Rothbort
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 Pennsylvania.

Cody WillardCody Willard
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.

For more information please contact:
Pamela Dungee
(973) 378-9844
dungeepa@shu.edu

 

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