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