Stillman School of Business
Capital Markets Colloquium

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