WAISC

WAIS 2017 Bermuda - SPEAKERS

KEYNOTE SPEAKERS


Michael P. Murphy, Founder and CEO, Rosecliff Ventures

Sean Moran, Head of Business Development, Bermuda Business Development Agency
Jon Najarian, Co-Founder, NajarianFamilyOffice

Darryl Strawberry, Co-Founder, Darryl Strawberry Recovery Center

Michael P. Murphy, Founder and CEO, Rosecliff Ventures
Michael Murphy is Founder and CEO of Rosecliff Ventures. Mr. Murphys career as a financial services entrepreneur began over 20 years ago. Throughout his time in the financial services industry, he has developed insight into fundamental investing, private equity, long/short strategies and macro global economic trends. His past successes include; operating a long/short Hedge Fund, successfully growing a wealth management business, running a broker dealer, and working on various investment banking deals. Mr. Murphys experiences led him to launch the Investment firm, Rosecliff Capital, and most recently the Venture Capital Fund, Rosecliff Ventures. He serves as Founder and CEO of both institutions.
Mr. Murphy has been a successful angel investor for the past 7 years. He has played an active role in the success of many startups. It was his experience as an angel investor that lead to the launch of Rosecliff Ventures. Mr. Murphy was a CNBC contributor and has regularly appeared on the networks FastMoney segment, commenting on global macroeconomic trends, equities in the news and the latest market news. Currently, Mr. Murphy appears on FoxBusiness.
A native of New York, Mr. Murphy graduated from Hofstra University and the D'Amore-McKim School of Business at Northeastern University. He currently lives in NYC with his wife and five children. Causes close to his heart include; The Frances Pope Memorial Foundation, the American Heart Association, and NYPD Boxing.

Sean Moran, Head of Business Development, Bermuda Business Development Agency
Sean Moran is Head of Business Development at the BDA, responsible for supervising the team of business development managers and coordinators. Sean joined the BDA as a Business Development Manager in August 2014. Sean has more than 20 years of financial services experience, including three years as vice president of Citi Hedge Fund Services for Citigroup, New York. Prior to Citi, Sean held senior roles with Butterfield Fulcrum Group as director of business development and with HSBC Alternative Fund Services as client relationship manager in New York and Hong Kong. Sean holds a BA (Hons) degree from Queen’s University, Kingston, Ontario. Within the business development team at the BDA, he is also responsible for the agency’s Asset Management and Trust & Private Client sectors. He works with industry focus groups to create strategies to help businesses set up and grow in Bermuda.

Jon Najarian, Co-Founder, NajarianFamilyOffice

Jon has earned a reputation in the financial industry as an options trading expert and pioneer. He developed and patented trading applications and algorithms used to identify unusual activity in stock, options, and futures markets. optionMONSTER, the options news and education site he co-founded, was described by Securities Industry News as "content king of the options business". For years, tradeMONSTER was consistently rated “Best for Options Traders” by Barron’s and was the first online broker to deploy streaming, desktop-like trading in a web browser.

In 2016 Jon and Pete co-founded Najarian Advisors, a company advising institutional investors on options strategies. Also, the brothers invest in and work with start-ups via Rebellion Partners, a venture consulting firm they launched in 2015.

Jon can be seen weekly on CNBC, where he is cast member of the "Halftime Report" and the "Fast Money" show. He is also the feature of the "DRJ Report" on CBOE-TV, the exchange’s popular webcast.

Darryl Strawberry, Co-Founder, Darryl Strawberry Recovery Center
Darryl Strawberry is described as a legend by many who have been dazzled by the dynamics of his game, the power he possessed at the plate and the story of redemption that continues to bring hope to so many lives. He has earned the legendary nicknames and phrases of one of the most feared homerun hitters in the game of baseball, Straw’s Sweet Swing, Strawberry’s Field Forever and The Legendary Straw Man!
Today, as an ordained Minister, Darryl’s purpose and passion is serving The Lord Jesus Christ by speaking a message of hope and helping others transform their lives through the power of the gospel. “I was once very lost and tormented but now I am found and free in Christ Jesus. I want everyone to experience the saving and transforming power of Jesus Christ.” - Darryl Strawberry

SPEAKING FACULTY (by last name)

 

Pat Bolland, Media Consultant
Craig Bridgewater, Head of Investments & Banking, KPMG Bermuda
Pierre duPont, Partner, HPM Partners LLC
Bobby Eng, Vice President, State Street Global Advisors, Ltd. & Head, SPDR ETF Business Development for Canada

Kirill Gourov, Portfolio Manager & Head of Research, Full Node Capital
F.L. (Ted) Morton, Senior Fellow, School of Public Policy, University of Calgary, Former Alberta Minister of Energy and Minister of Finance

Finn Poschmann, President and CEO, Atlantic Provinces Economic Council (APEC)

Steven Rees Davies, Partner, Appleby (Bermuda) Ltd.

Chris Romano, Director of Research, ETF Global

Ralph Sampson, NBA Hall of Fame

Charles Smith, NBA Hall of Fame

Charles Way, Head of Player Engagement Department, NFL

 

 

Pat Bolland, Media Consultant
Longtime business commentator Pat Bolland has been a business thought leader north and south of the border. Pat worked his way up in the investment industry from floor clerk on the Toronto Stock Exchange to VP with a top tier firm before moving into broadcasting. Pat’s been business editor at four major networks, currently Sun New Network on ‘AM Agenda’. He has parlayed his TV hosting skills into media training, corporate PR as well as hosting, moderating and webcasting for events and conferences. Not to mention a lot of lacrosse coaching. Despite all his business and sport acumen he’s best known as “the guy with the ‘stache”. Follow him at @patbolland.

Craig Bridgewater, Head of Investments & Banking, KPMG Bermuda
Craig has significant experience in US GAAP and IFRS for alternative investment funds. He also provides services to various local operating companies.
He was the Financial Controller at Orbis Investment Management Limited and an Assistant Manager with one of the other ‘Big Four’ firms in Bermuda.
Craig completed a 16-month secondment to KPMG in Chicago, where he worked in the financial services practice.
He is the Chairman of the Governing Board of The Berkeley Institute.

Pierre duPont, Partner, HPM Partners LLC
Pierre is an active angel investor, a retired entrepreneur, and a corporate growth advisor for mid-sized businesses. He is also a wealth-advisor for tech entrepreneurs, business-owners and HNWs at HPM Partners in New York City. For five years before that, Pierre was at Two Sigma Investments, where he raised capital for the firm's quant hedge funds and he invested capital in private deals in Mainland China. Before that Pierre was an entrepreneur, co-founding three software companies resulting in one IPO in 1993, one acquisition that led to an IPO in 2010, and one total disaster. His two IPOs lead to one key lesson which no one wants to hear: don't take your company public. He started his career in the early 1980s at Bolt, Beranek & Newman (BBN) as a research scientist and software engineer in computational linguistics, parallel processing, and statistical data analysis, and long before that was fortunate to be born into two families with substantial operating businesses and multi-generational histories.

Bobby Eng, Vice President, State Street Global Advisors, Ltd. & Head, SPDR ETF Business Development for Canada
Bobby is a Vice President at State Street Global Advisors, Ltd. and Head of SPDR ETF Business Development for Canada. Bobby focuses on the distribution of SPDR ETFs to institutional investors throughout Canada including pension plans, endowments, foundations, insurance companies, investment consultants, asset managers and banks.
Prior to this role, Bobby spent over 3 years at First Trust Portfolios Canada as Senior Vice President and Head of Sales responsible for overall sales and distribution. Bobby also spent 10 years at Blackrock Asset Management most recently as Director & Vice President, Head of National Accounts at Blackrock Asset Management responsible for asset managers and brokerage senior executive relationships. Bobby was instrumental in the success of the iShares, Exchange Traded Funds business in Canada being responsible for sales and business development across Canada. Bobby also held sales and relationship management roles at Fidelity Investments and National Bank of Canada.
Bobby holds a Bachelor's degree in Finance from Concordia University and holds the Certified Investment Management Analyst (CIMA) designation from the Investment Management Consultant Association (IMCA).

Kirill Gourov, Portfolio Manager & Head of Research, Full Node Capital
Kirill Gourov is the Portfolio Manager and Head of Research for Full Node Capital, a New York based hedge fund focusing on the digital currency space. He was previously the founder of CSquared, a blockchain strategy consulting firm focusing on the financial services industry. He also headed blockchain strategy at Expand Research, a subsidiary of The Boston Consulting Group. He has been actively involved in the Bitcoin community since early 2013 and published one of the earliest pieces on digital currency valuation. He is a graduate of Baruch College in New York City and is a CFA Charterholder.

F.L. (Ted) Morton, Senior Fellow, School of Public Policy, University of Calgary, Former Alberta Minister of Energy and Minister of Finance
Frederick (Ted) Morton was the Former Minister of Energy and Minister of Finance for Government of Alberta, 2010-12; Minister of Sustainable Resources Development, 2006-10 and Cabinet Minister/Treasury Board, 2006-12. He currently teaches graduate and undergraduate courses on Alberta Energy Politics at University of Calgary and School of Public Policy. Ted is a regular OpEd contributor to the National Post, Globe and Mail, and Calgary Herald on energy-related topics. He also speaks regularly on BNN and local Alberta television and radio. Ted is the Director of a junior oil and gas company--Yangarra Resources as well as a Board Member, Alberta Land Institute, University of Alberta and Board of Governors of the Council of Canadian Academies from 2013-2016. Over the past two years he has consulted with dozens of clients in Toronto, New York, Chicago, Houston and Boston on the Canadian energy sector and policy-risks posed by new governments in Ottawa, Edmonton and now Washington, D.C. Education: B.A. Colorado College (Phi Beta Kappa) and M.A. and Ph.D. (Political Economy) University of Toronto. Ted has been a Professor at the University of Calgary since 1981 and is a visiting professor at universities in the United States, France, Australia and Quebec.

Finn Poschmann, President and CEO, Atlantic Provinces Economic Council (APEC)
Finn Poschmann joined APEC as President and CEO in September 2015 after 17 years with the C.D Howe Institute, serving most recently as Vice President, Policy Analysis. He has worked in numerous areas within economics, including public finance and taxation, financial services and housing finance, federal-provincial relations, and competition law and regulatory policy. An award winning author, Mr. Poschmann has written or co-authored more than 50 peer reviewed studies, and penned countless columns for the National Post and The Globe and Mail. He has served on the Federal Advisory Panel on Canada's System of International Taxation.

Steven Rees Davies, Partner, Appleby (Bermuda) Ltd.
Steven Rees Davies is a partner within the Corporate department. He practises in the areas of corporate finance, capital markets, regulation and intellectual property, and has represented clients in a wide variety of cross jurisdictional corporate transactions and restructurings as well as private and public offerings, placements and introductions to the Bermuda, London and New York stock exchanges. He is also frequently involved in multinational joint ventures and private equity projects.
His Bermuda and international corporate and regulatory experience covers telecommunications, technology, pharmaceutical, energy, inter-governmental and software industry sectors as well as corporate governance and constitutional advisory work. Steven is particularly renowned for his technical expertise in the area of international regulation which extends to international treaties, tax information exchange agreements, FATCA and the Common Reporting Standard.
Steven is ranked by Chambers Global since 2015, as a 'Leader in his Field', for Corporate and Finance and acknowledged for his broad corporate practice with particular experience regarding the telecoms industry. One client commented, "we needed to get this deal done right first time and we did. We couldn't have done it without him." Steven is also consistently recommended by Legal 500 Caribbean where he is described as "always available and responsive" and is listed as a “Rising Star” in both the Banking & Finance and Capital Markets categories in IFLR1000 since 2015. Steven was also recently chosen by Who's Who Legal as one of the world's leading practitioners in the M&A and Governance field for 2017.
In addition to being called to the Bar in Bermuda, Steven has been called to the Bar of New York (US Southern District) and admitted as a solicitor in England & Wales (nonpractising). He is also a member of the Bermuda Bar Association, the Law Society of England and Wales and the New York Bar Association.
Steven has authored and contributed to numerous articles and legal publications on points of Bermuda law, and has been invited to speak or act as a panel member on topics relevant to his practice at a variety of public and private events.

Chris Romano, Director of Research, ETF Global
Chris Romano is the Director of Research at ETF Global, where he leads the development of the proprietary research models and analytics. Chris is the Chairman of the ETFG Research Advisory Board and manages the firm’s team of research analysts. Chris plays an integral role in developing custom solutions for all of ETFG’s client segments.
Chris has extensive experience within investment research having previously served as the Director of Research and Trading Strategies for a successful institutional money management firm. As part of this experience, Chris led the design of quantitative models and the development of trading processes and systems. Additionally, Chris served as a member of the Investment Advisory Committee providing insight and analytical information used for a large tactical asset management firm. Chris began his career in the systems administration and brokerage support areas.
Chris obtained his Bachelor of Science degree in Information Science with a minor in Business from the University of Pittsburgh, where he graduated Magna Cum Laude. Chris has earned the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute as well as the CFA Society of Pittsburgh.

Ralph Sampson, NBA Hall of Fame

Charles Smith, Charles Smith Exchange, Former NBA Star
Charles D Smith is a former NBA player, US Olympian and successful entrepreneur turned professional intermediary and trusted advisor with achievements in Marketing, Branding, Education, Operations, and Management. Charles primarily works with retiring and former professional athletes that are serious about personally taking control of their future.

Charles Way, Head of Player Engagement Department, NFL
Charles Way currently works for the NFL as head of its Player Engagement Department. Prior to joining the NFL in July 2014, Way spent 14 years with the Giants as their Director of Player Development.

He also known as Charles "Get Out of My" Way is a former professional American football fullback in the National Football League for five seasons for the New York Giants.

 
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner

Added to this year’s event!

World Champs LLC coming to Bermuda!