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Capital Markets Colloquium

Jim and Judy O'Brien Capital Markets Colloquium

Wednesday, February 13, 2019

Overview of the Day

8:30 a.m. – Registration (available all day 4th floor Atrium)
9:30 – 10:45 a.m.
  • Buffett's Bet Sandhya Murti, Blue Branch Capital, PC Lab – JH 524
  • Digital Transformation at Northwestern Mutual Darren Grahame, Northwestern Mutual, Dean's Conference – JH 558
  • Life and Death for Today's Advisors Nick Stuller, Author of The Truth Shall Set Your Wallet Free, Market Research – JH 677
  • CREDIT a Billion $ Hedge Fund Question (apprenticeship) Jeremy Stafman, Napier Park, e-Center – JH 528
  • Technology Disruption: How it is changing the Landscape in Financial Services Judith Daly – JH 669
11 – 12:15 p.m.
  • Buffett's Bet Sandhya Murti, Blue Branch Capital, PC Lab – JH 524
  • Digital Transformation at Northwestern Mutual Darren Grahame, Northwestern Mutual Dean's Conference – JH 558
  • Life and Death for Today's Advisors Nick Stuller, Author of The Truth Shall Set Your Wallet Free, Market Research – JH 677
  • CREDIT a Billion $ Hedge Fund Question (apprenticeship) Jeremy Stafman, Napier Park, e-Center – JH 528
12:30 – 1 p.m. Lunch in Atrium for Guests, Students and Faculty

1 – 1:45 p.m. Keynote Speaker: Jim O’Brien, Napier Park, Atrium 4th Floor

2 – 3:15 p.m.
  • Stock Investing for Dummies Paul Mladjenovic, Prosperity Network and Author of Stock Investing for Dummies Faculty Library – JH 669
  • LIBOR Death, the $200 Trillion Question? Adam Joseph, Wells Fargo PC Lab – JH 524
  • How I Went from College Grad to "Millionaire Next Door" without going to Jail! Frances Correa, Vision Strategy Consulting Market Research – JH 677
  • Experience is the New Currency Michael Kane, Empire Wealth Strategies Dean's Conference – JH 558
3:30 – 4:45 p.m.
  • Stock Investing for Dummies Paul Mladjenovic, Prosperity Network and Author of Stock Investing for Dummies, Faculty Library – JH 669
  • LIBOR Death, the $200 Trillion Question? Adam Joseph, Wells Fargo, PC Lab – JH 524
  • How I Went from College Grad to "Millionaire Next Door" without going to Jail! Frances Correa, Vision Strategy Consulting, Market Research – JH 677
  • Experience is the New Currency Michael Kane, Empire Wealth Strategies, Dean's Conference – JH 558
  • How Interest Rates and Lending Affect You? David Meyer, Kearny Bank, Trading Lab – JH 559
  • Portfolio: Alternative Investments Leverage and Short Selling Paul Cipriano, Credit Suisse, e-Center – JH 528
5:30 p.m.
  • Stock Challenge CFA Challenge Team-Samantha Seitz, Michael Hamilton, Anthony Rizzo, Michael Roma, Henry Steck, PC Lab – JH 524

Special Thanks

Jim & Judy O'Brien
Associate Dean Steven Lorenzet
Dahnisha Thomas, Madison D'Amico, Janet Fenton
Milan Stanic & Diana Pryor (Zendesk at Seton Hall)
The Hall Street Fund (student club)
Mark Schild & Elven Riley (organizers)
Bob Franco, Career Center

Save the following dates

  • 3/27/19 – Integrity & Professionalism Convocation
  • 3/28/19 – A 10-Year Retrospective of the Financial Crisis

Session Descriptions

9:30 a.m.

Buffett's Bet- Sandhya Murti (JH 524)
Explore the now famous notion that Buffett won his $1 million bet proving that a low-cost stock index will outperform portfolio of hedge funds. Did Buffett's bet really prove this? The session will compare hedge fund performance to S&P index performance across various parameters and will attempt to highlight the common pitfalls of the comparisons and in choosing the data to make the comparisons.

Digital Transformation at Northwestern Mutual: good, bad, painful-Darren Grahame (JH 558)
"The Digital Transformation: Our Journey". Northwestern Mutual has journeyed along with the industry through a digital transformation and made several digital updates - where are we and where are we going?

Life and Death for Today's Advisors- Nick Stuller (JH 677)
Learn about the history, types of and size of financial advisory industry. In addition, discuss the regulatory organizations that govern advisors and how that impacts the delivery of service to the end client. Lastly, talk about the newest trends affecting advisors and offer views of what the future holds for the advisory profession.

CREDIT, a Billion $ Hedge Fund Question (apprenticeship) – Jeremy Stafman (JH 528)
Take your concept and use it in practice. This session explains what it takes to analyze a project and begins the Finance Apprenticeship for spring. Space still available.

Technology Disruption: How it is changing the Landscape in Financial Services - Judith Daly (JH 669)
Learn how current and future technology is transforming the financial services industry from an insider's perspective and how you can benefit from our FinTech and Accounting programs. 


11 a.m.

Buffett's Bet- Sandhya Murti (JH 524)
Explore the now famous notion that Buffett won his $1 million bet proving that a low-cost stock index will outperform portfolio of hedge funds. Did Buffett's bet really prove this? The session will compare hedge fund performance to S&P index performance across various parameters and will attempt to highlight the common pitfalls of the comparisons and in choosing the data to make the comparisons.

Digital Transformation at Northwestern Mutual: good, bad, painful-Darren Grahame (JH 558)
"The Digital Transformation: Our Journey". Northwestern Mutual has journeyed along with the industry through a digital transformation and made several digital updates - where are we and where are we going?

Life and Death for Today's Advisors- Nick Stuller (JH 677)
Learn about the history, types of and size of financial advisory industry. In addition, discuss the regulatory organizations that govern advisors and how that impacts the delivery of service to the end client. Lastly, talk about the newest trends affecting advisors and offer views of what the future holds for the advisory profession.

CREDIT, a Billion $ Hedge Fund Question (apprenticeship) – Jeremy Stafman (JH 528)
Take your concept and use it in practice. This session explains what it takes to analyze a project and begins the Finance Apprenticeship for spring. 12:30 – 1:45 p.m. Welcome, Associate Dean Steve Lorenzet, Luncheon Speaker: Jim O'Brien (Atrium)


2 p.m.

Stock Investing for Dummies – Paul Mladjenovic (JH 669).
Accomplished author and self-described Raving Capitalist – join Paul for an entertaining and educational review of investing.

LIBOR Death, the $200 Trillion Question? – Adam Joseph (JH 524)
There are over $200 trillion of mortgages, student loans, derivatives, asset backed securities, small business loans, and other securities that charge a rate based on LIBOR (London Inter-Bank Offered Rate). If LIBOR goes away, does it matter to me, should it? Find out about SOFR and how this transition is likely to play out.

How I Went from College Grad to "Millionaire Next Door" without going to Jail! – Frances Correa (JH 677)
Goals and strategies from an accomplished business leader to help fast track you to financial security – you can be ethical and successful.

Experience is the New Currency Michael Kane (JH 558)
Learn how experience is a life-long process and being part of a strong team invested in growth and development is a key to success.


3:30 p.m.

Investing for Dummies – Paul Mladjenovic (JH 669)
Accomplished author and self-described Raving Capitalist – join Paul for an entertaining and educational review of investing.

LIBOR Death, the $200 Trillion Question? – Adam Joseph (JH 524)
There are over $200 trillion of mortgages, student loans, derivatives, asset backed securities, small business loans, and other securities that charge a rate based on LIBOR (London Inter-Bank Offered Rate). If LIBOR goes away, does it matter to me, should it? Find out about SOFR and how this transition is likely to play out.

How I Went from College Grad to "Millionaire Next Door" without going to Jail! – Frances Correa (JH 677)
Goals and strategies from an accomplished business leader to help fast track you to financial security – you can be ethical and successful.

Experience is the New Currency Michael Kane (JH 558)
Learn how experience is a life-long process and being part of a strong team invested in growth and development is a key to success

How Interest Rates and Lending affect you - David Meyer (JH 559)
As the world prepares for rising rates, what does it mean to you? Home, auto and student loans are just a few areas that will be affected, what should you do?

Portfolio: Alternative Investments Leverage and Short Selling- Paul Cipriano (JH 528)
What is leverage, short-selling and how does it help a portfolio? What is Delta One, what's it like to be on a sales & trading desk and how can I get there?


5:30 p.m.

CFA Challenge Team!- Samantha Seitz, Michael Hamilton, Anthony Rizzo, Michael Roma, Henry Steck (JH 524)
Come support your peers as they finalize their carefully crafted analysis of a company.

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