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Capital Markets Colloquium

14th Annual Jim and Judy O'Brien Capital Markets Colloquium

Co-Hosted by the Stillman School of Business & Seton Hall University Libraries

Overview:

  • Wednesday, February 12, 2020.
  • Walsh Library – 2nd Floor
  • Workshops run at 9:30 a.m., 11:00 a.m., 12:30 p.m., 3:15 p.m., and 5:00 p.m.
8:30 – 9:30 Registration – Main Entrance 2nd Floor University Library
9:30 – 10:45 Workshop I
11:00 12:15 Workshop II

Repeat of Workshop I

12:30 1:45 Welcome & Keynote Address (Registration includes lunch)
2:00 – 3:15 Workshop III
3:30 – 4:45 Workshop IV

Repeat of Workshop III

5:00 – 6:15 – CFA Dress Rehearsal of Stillman 2020 Team

Jeff Altman, Verizon

Director, Verizon Finance

Workshop Headline:
Corporate Finance & Digital Evolution

Workshop Description:
Corporate Finance is changing at a faster pace than ever. Through this workshop, you will learn more about this evolution and how you can best prepare yourself.

Biography:
Jeff moved into his current role in December 2017, heading up the Finance Leadership Development organization. The team works across the CFO's organization, leading the training and development programs specific to meeting the needs of the respective teams. This includes Finance Talent Development, Finance Leadership Development Program (FLDP), and the Finance Internship Programs. The team drives campus recruitment, internal/external hires, as well as the development of leadership and functional capabilities in the latest tools and technologies for effectiveness and efficiency. Another main function of the team is to provide opportunities for Finance employees to earn and maintain Finance Professional Certifications, plus providing training and growth opportunities for employees across the organization to develop Verizon's next set of Finance leaders. 

Prior to his current role, Jeff led the Media and Telematics (M&T) consolidations FP&A team, responsible for unit-wide reporting and planning. His team also supported M&T and Finance executive management for Board presentations, Rating Agency meetings and Operations Reviews. In addition, he had responsibility for M&T capital expense management along with Real Estate project management.

From 2015-2016, Jeff led the CMB Sales and Service FP&A organization. He and his team were responsible for planning, reporting and analysis of CMB S&S financial and operational results.

From 2013-15, Jeff was in Internal Audit, leading the data analytics team along with the Capital audit team. In addition, he led the team supporting the Audit Committee and executive management reporting of IA actions. From 2010-2013, Jeff was in Verizon Treasury, first as Risk Management Director followed by Rating Agency & Fixed Income Investor Relations Director. During his tenure, Jeff worked on Verizon's $130B transaction to gain full ownership of Verizon Wireless. In support of this transaction, Jeff completed business case analysis in conjunction with investment bankers, supported executive and Board presentations, and interfaced with the Rating Agencies and investment community throughout the transaction, including the announcement and subsequent $49B debt issuance in September 2013.

With the creation of Verizon Business (VZB) following Verizon's acquisition of MCI in 2006, Jeff became responsible for consolidated P&L reporting for the new organization. Promoted in position in 2007, he was given expanded external facing roles in support of customer and industry analysis presentations, providing insight into Company performance and strategic direction. Previous to this role, Jeff held a number of Finance roles in Corporate Finance, Consumer Finance and Sales Support.

Jeff is a Certified Public Accountant and earned his MBA in Finance from George Mason University.


Pamela Cytron, Pendo Systems, Inc.

Pamela Pecs Cytron, Founder & CEO, Pendo Systems, Inc.

Workshop Headline:
Authentic Intelligence, #AI for #FinTech

Workshop Description:
Exploring the power of the data for digital transformation in finance. It all starts with the data.

Biography:
Pamela (Pam) Pecs Cytron has more than 30 years of financial services technology industry experience including successfully growing companies from start-up to operationally efficiency while consistently driving revenue increases. Her unique expertise includes a clear vision of tracking financial services technologies and developing innovative strategies to meet the industry's demands while keeping her focus on providing the ultimate customer experience. 

Pam launched her current company, Pendo Systems, Inc., a New Jersey-based financial technology company in 2008. Pendo provides technology for the global capital markets industry and currently serves 25 percent of the US G-SIFIs and is specifically focused on extracting insights from unstructured data. In 2015, Pam pivoted Pendo Systems to create a machine learning platform that helps make financial institutions AI-ready by turning unstructured data in structured, AI-ready data sets at a machine scale.

Pam actively tracks industry trends and future opportunities. As a result, Pendo has received many accolades for their innovative products, for their team, and for Pam's leadership herself. These accolades include, Pam named "Game Changer of the Year" and her nomination to participate in Fortune's Top 10 Women Entrepreneurs. Pendo Systems was named one of the 20 Most Promising Companies in Capital Markets Technology and is a two-time winner of SWIFT's Innotribe and Top Innovator Award. In 2018, Pendo was recognized as one of the Top 50 Most Powerful FinTech Companies. Her clear passion and energy for restoring trust in capital markets makes her a frequent speaker for both importance of data transparency and innovation. In 2018, Pam will be named as of the Top 25 Leading Women Entrepreneurs in New Jersey by the Leading Women Entrepreneur and Business Owners Council.


Paul Fisher, Seton Hall University & Victor Gomez, Seton Hall University

Workshop Description:
Both are long-standing Pirates and currently are on a mission to expand the collegiate eSports scene. Already responsible for creating our eSports teams and brand new facility, what is next?

How has technology accelerated the explosion in popularity around eSports and how is the money spread throughout the sport complicating the expansion at the collegiate level?

Biography:
Paul is the Associate Chief Information Office at Seton Hall University
Experienced Center Director with a demonstrated history of working in the higher education industry. Strong business development professional skilled in Nonprofit Organizations, Program Evaluation, Educational Technology, Instructional Design, and Curriculum Development. 

Victor is an Assistant Director of Scheduling/Operations at Seton Hall University
Both are long-standing Pirates and currently are on a mission to expand the collegiate eSports scene. Already responsible for creating our eSports teams and brand new facility, what is next?

How has technology accelerated the explosion in popularity around eSports and how is the money spread throughout the sport complicating the expansion at the collegiate level?


Darren Grahame, Northwestern Mutual

Workshop Headline:
The Digital Transformation of the Insurance & Financial Services Industries

Workshop Description:
Let's explore the changing dynamics of how consumers deal with financial organizations, both as it relates to changing demographics (Boomers vs. Millennials and beyond) and how technology has made such an enormous impact. 

Biography:
Darren E. Grahame, CLU®, ChFC®, RHU®, REBC®, CASL®, RICP™, CAP®, CLF®, CFP®

Mr. Grahame has been the Development Officer with Northwestern Mutual in Morristown since May of 2016 and has been with the company since 2009. Prior to working in Morristown, Darren was the Development Officer in Memphis, TN for 19 months. As Development Officer, his role is to ensure achievement of all agency development targets; including all aspects of horizontal growth for the entire Network Office territory. Under his leadership, Morristown has had double digit growth in new recruits and new rep first year commissions every year since he joined the firm. As a mentor, College Unit Director and Development Officer, Darren has had a hand in converting 40 interns to full time and has helped develop 21 Pacesetter 1st 40s and 5 Pacesetter 2nd 60s. Currently, he is a Certified Coach and a Certified Master Trainer. 

Previously, he was the Long Term Care Specialist for the Upstate NY area and a Field Director in the Syracuse office. Mr. Grahame also ran the internship program for four years as the College Unit Director with that same office, achieving the Conversion Master Award (2x) and the Conversion Leader Award (1x). As a financial representative in Syracuse, NY for five years, he achieved Pacesetter 1st 40 and 2nd 60 and routinely sold over 100 lives a year.

He takes continuing education very seriously and achieved eight professional designations in his first five years in the business. Mr. Grahame received his BS in Business Management from Binghamton University in 2006 and is a proud board member of the New Jersey Chapter of Autism Speaks. He currently resides in Rockaway, NJ with his wife Brigid and their two sons, Jameson and Sully. Darren is an avid sports fan and enjoys going to Syracuse and Yankees games often.


Gina Martin Adams, Bloomberg

Chief Equity Strategist

Workshop Headline:
Hear what an expert thinks about the markets right now!

Workshop Description:
From Macro to Micro, What Financial Technology can tell us About Stock Prices Now

Join us for a session with Bloomberg Intelligence Chief Equity Strategist, Gina Martin Adams, for a deep dive into the equity market. Gina will offer an analysis of historical stock price reactions to macroeconomic and microeconomic factors to discuss what is likely to drive equity markets in the quarters ahead. Among other things, the presentation will include a discussion of stock price behavior during various phases of the economic and market cycle, drivers of relative rotation among sectors and factors, and an analysis of stock price response to corporate actions and earnings announcements.

Biography:
Bloomberg Intelligence
Global Head of Equity Strategy, ETF and ESG Research
Chief Equity Strategist

Gina Martin Adams, CFA, CMT, is the Global Head of Equity Strategy, ETF and ESG Research and Chief Equity Strategist for Bloomberg Intelligence, a unique research platform that provides context on markets, industries, companies, and government policy, available on the Bloomberg Professional Service at BI <GO>. 

Gina provides top-down perspective on the equity market, sectors and industries with a multi-disciplined approach that utilizes fundamental, quantitative and technical analysis. She frequently presents her views at industry conferences, professional associations and investment organizations, and has been recognized for portfolio strategy, technical strategy and economics in Institutional Investors' All-America Research survey.

Prior to joining Bloomberg, she was the head of U.S. Equity Strategy for Wells Fargo Securities, where she provided analysis and investment allocation recommendations for Wells Fargo Securities' institutional clients. Previously, she was an economist for Wachovia Bank, and an investment strategy analyst for Evergreen Asset Management.

Mrs. Adams has a bachelor's of science degree in business administration with concentrations in Finance and Marketing from the University of Florida. She holds the Chartered Financial Analyst and Chartered Market Technician designations, and is a member of the CFA Institute, the CMT Association, the CFA Society of New York, the American Association of Professional Technical Analysts, the Financial Women's Association, and 100 Women in Finance. 


Gary Miller, Intain, Inc.

President

Workshop Headline:
Fintech Disruption in the Debt Capital Markets: Delight or Dismay? 

Workshop Description:
In this discussion we will explore where technological advances have been most profound, and where more is needed and where opportunities present themselves. We will discuss the securitization process from a simple car loan application through to its inclusion in an asset-backed security, and how technology has enabled Silicon Valley to disrupt large parts of this process. We will also touch on blockchain and how it may be the catalyst for further disruption by enabling decentralized finance, much to the delight of the crypto-Libertarian and to the dismay of Wall St. 

Biography: 
Gary is an investment banking professional focused on structured products. He began his career in the Asset Securitization sector at BancOne Capital, a predecessor firm of JP Morgan, before moving on to head Originations at global French bank, Credit Agricole. Gary was subsequently at a boutique asset management firm and has since been evangelizing adoption of Blockchain in the structured finance industry as President of Intain, Inc. Gary holds an MBA from the University of Iowa and a BA in Economics from the University of Texas at Austin. 


Jim O'Brien, Napier Park Global

Managing Partner at Napier Park Global

Biography:
Jim O'Brien is a Senior Managing Partner and CEO of Napier Park Global Capital ("Napier Park"). Napier Park separated from Citigroup's alternative investment arm, Citi Capital Advisors ("CCA"), in February 2013. Jim was previously Co-CEO of CCA. Jim was a co-founder of Carlton Hill Global Capital ("CHGC"), a specialized asset management firm that was acquired by Citi in 2007. Prior to establishing CHGC in 2005, Jim spent 19 years at Morgan Stanley in the Fixed Income Division. He worked in London for 5 years and served as a Managing Director for 12 years. Over the course of his career at Morgan Stanley, Jim held numerous senior management positions including Co-Head of the Global Corporate Credit Group, Co-Head of the Global Investment Grade Credit Group, Head of Global Cash Corporate Trading, Head of Global Credit Research and Head of European Corporate Bond and ABS trading. He spent his first eight years at Morgan Stanley in the US International Sales and Product Management Group. Jim began his career in the Unit Investment Trust Division of Merrill Lynch. He has been honored with Service and Humanitarian awards from Team Walker, Inner City Education Foundation and Seton Hall University. Jim earned a BS degree in Finance from Seton Hall University in 1982.

Napier Park is a global alternative credit platform with approximately $14 billion in assets under management. The 100% employee controlled firm offers a broad range of investment products to select institutional investors.


Ned May, Napier Park Global

Partner at Napier Park Financial Partners

Napier Park is a global alternative credit platform with approximately $14 billion in assets under management. The 100% employee controlled firm offers a broad range of investment products to select institutional investors.

Biography:
Managing Director

Ned joined the Financial Partners team in 2015 and has over 10 years of experience investing in and advising financial services businesses. Previously, Ned was a Vice President at Morgan Stanley Global Private Equity, Morgan Stanley's middle market private equity fund, where he helped to lead the team's efforts in the financial services sector. Prior to joining Morgan Stanley, Ned was an Associate at Lightyear Capital and before that, an Analyst in the Investment Banking Group at Keefe, Bruyette & Woods. Ned received a BA from Williams College and an MBA from The Wharton School of the University of Pennsylvania.

Current Boards: Q4, TouchBistro (Observer)
Prior Boards: Quovo


Celeste Revelli, CFP® - eMoney, Inc. 

celesteh@emoneyadvisor.com

Workshop Headline:
eMoney – helping people talk about money in order to create financial peace of mind for all. 

How has technology helped create this company and thrive in the ever-changing dynamics of the financial services industry? Currently serving over 65,000 financial professionals, across 1.7 million client sites, 4.1 million households, and $2.7 trillion in aggregated assets.

Biography:
Director of Financial Planning at eMoney Advisor

Celeste is part of eMoney's Financial Planning Group, which focuses on providing advanced financial planning support for eMoney's clients, from small firms to large enterprises, as well as support for various eMoney business units- the client services team, business development team, product management and development teams, marketing and communications team, and the legal team. Using deep product knowledge and industry insights, this team of CERTIFIED FINANCIAL PLANNERS™ helps financial professionals' model complex financial planning techniques and provide guidance in maximizing the use of eMoney.

Joining eMoney in 2011, Celeste oversees advanced financial planning client support and services, eMoney's continuing education program for CFP®s and CPAs, internal and external financial planning content and education programs, as well as department operations. She also contributes to defining the financial planning feature-set of the platform. With over 10 years of experience in the financial services industry, Celeste received her CFP® designation in 2014 and graduated from Loyola University Maryland in 2008. Celeste resides in Philadelphia with her husband and their dog.

About eMoney Advisor, LLC
eMoney Advisor, LLC ("eMoney"), based in Radnor, Pennsylvania, is the leading scalable wealth management technology developed for financial professionals, firms, and enterprises of all sizes. Rooted in collaborative financial planning, eMoney's technology enables financial professionals to build stronger client relationships, streamline business operations, and drive revenue and growth. Developed and perfected by over 1000 passionate, innovative, and dedicated employees in three locations, eMoney's solutions transform the wealth management experience. For more information, please visit: www.emoneyadvisor.com


Jeremy Stafman, Napier Park Global

Analyst

Biography:
Analyst at Napier Park Global Capital

Napier Park is a global alternative credit platform with approximately $14 billion in assets under management. The 100% employee controlled firm offers a broad range of investment products to select institutional investors.


CFA Team

Workshop Description:
Come cheer on your fellow Pirates in the final dress rehearsal prior to the real thing! Up against teams from the NY region, let's help this team continue the tradition of winning (11 times NY Regional Final Four and 3-time NY Regional champions)

  • Tim Kolesaire
  • Steven Pomponio
  • Claudia Ko
  • Anders Opitz
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