
15th Annual Jim and Judy O'Brien Capital Markets Colloquium
Co-Hosted by the Stillman School of Business & Seton Hall University Libraries
Overview:
- Wednesday, February 15, 2023
- Walsh Library – 2nd Floor
- Workshops run at 9:30 a.m., 11 a.m., 12:30 p.m., 3:15 p.m., and 5 p.m.
8:30 – 9:30 a.m.
Registration – Main Entrance 2nd Floor University Library
9:30 – 10:45 a.m.
Workshop I
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Building Client Trust and Building a Career in Wealth Management
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Liz Miller, Summit Financial
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Understand $, Understand Investments – CRYPTO, others.
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Nicholas Bruscino, Seton Hall Law Class of 2023, SHU/FINRA Investor Advocacy
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Trust No One, Verify Everything.
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Mark Moore, IBM, Principal Security Technology Advocate
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CREDIT, a Billion $ Hedge Fund Question (apprenticeship)
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Stephen McCall, CFA and Laura Chier, Napier Park - VIRTUAL
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11 a.m. – 12:15 p.m.
Workshop II
Repeat of Workshop I
12:30 – 1:45 p.m.
Welcome and Keynote Address (Registration includes lunch)
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Welcome
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Joyce Strawser, Dean, Stillman School of Business
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Keynote Address: "Trust: Humanity and Humility"
o Ed Cerny, M.D. – Backcast Partners
2 – 3:15 p.m.
Workshop III
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Five Security Concepts You Need to Understand
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Ken Jones, Legal Technologist COO, Xerdict Group (tech subsidiary of Tanenbaum Keale LLP)
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Project Finance 101: How We Will Finance the Energy Transition?
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Brian Callahan, B.S. ’11 (Economics); Director, M&A Boralex, Inc.
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Protect Yourself from Investment Scams
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Michael McAuliffe and Dave Martin, SEC
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3:30 – 4:45 p.m.
Workshop IV
Repeat of Workshop III plus:
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Trusting Your Instincts – An Underrated Element in the Financial Analyst Toolkit
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Donna McMonagle, VP for Finance and CFO, Seton Hall
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Bloomberg for Education (in Trading Room)
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Stephen Jonathan and Janisia Bennett, Bloomberg Education
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5 – 6:15 p.m.
CFA Dress Rehearsal of Stillman 2023 Team
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Ayse Bayram, Shelly Han, Jason Lyons, Chris Tucker
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Seton Hall teams have won 3 times and placed final four 11 times.
Speaker bios to come