WAISC

WAIS 2017 Bermuda - SPEAKERS

KEYNOTE SPEAKERS

The Hon. Michael H. Dunkley, J.P, M.P, Premier of Bermuda
Michael P. Murphy, Founder and CEO, Rosecliff Ventures
Jon Najarian, Co-Founder, NajarianFamilyOffice
Ross Webber, Chief Executive Officer, Bermuda Business Development Agency

The Hon. Michael H. Dunkley, J.P, M.P, Premier of Bermuda
The Hon. Michael Henry Dunkley, JP, MP, was appointed Premier of Bermuda on May 20, 2014.
Since 1997 he has held several Shadow Ministerial Portfolios in his Parliamentary career as both an MP and a Senator.
Following the December 2012 General Election, he was appointed Deputy Premier and Minister of Public Safety, later named the Ministry of National Security – a portfolio he held until its reassignment on May 13, 2016.
Widely recognized throughout Bermuda as a very successful and astute businessman, Premier Dunkley’s been the Vice President and Chief Executive Officer of Dunkley’s Dairy, a milk processing plant and one of the largest food importers in Bermuda.
He is also President of Dunkley’s Management Holdings Ltd, Vice President of Island Properties Ltd, and former President of the Mid Ocean Club – one of Bermuda’s signature golf courses.
He attended Saltus Grammar School, Trinity College School, and the University of Richmond where he earned a Bachelor of Arts degree and a Scholar Athlete Award.
An active sportsman, Premier Dunkley is married to Pamela and they have two daughters.

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.

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.

Ross Webber, Chief Executive Officer, Bermuda Business Development Agency
Ross Webber joined the BDA as CEO in 2014, having served as an Executive Committee Board Member since inception. Under his tenure, the BDA has achieved business development successes across multi-industry sectors, with new company formations, job creation and five consecutive quarters of national GDP growth. The agency has also won strong support from government, regulatory and corporate stakeholders. Notably, Ross has been a strong advocate overseas for the jurisdiction’s blue-chip reputation for compliance and transparency. A former permanent secretary for the Bermuda government’s Ministry of Economic Development, Ross was previously head of global marketing and business development for international law firm Conyers Dill & Pearman. He holds an MBA in Insurance and Financial Risk Management from St. John’s University, New York, and is a member of the Institute of Directors (IoD).

SPEAKING FACULTY (by lastname)
Mark Baumgartner, Partner, Deloitte Ltd., Bermuda
Pat Bolland, Media Consultant
Craig Bridgewater, Head of Investments & Banking, KPMG Bermuda
Chris Burniske, Blockchain Products Lead, ARK Investment Management LLP
James E. Thorne, Ph.D., Chief Capital Market Strategist & Senior Portfolio Manager, Caldwell Investment Management Ltd.

Mark Baumgartner, Partner, Deloitte Ltd., Bermuda
Mark Baumgartner leads the Deloitte asset management practice in Bermuda, with strong relationships across Deloitte’s global alternative investment industry practice. He has over 20 years’ experience and has served numerous financial services companies in Bermuda, including hedge fund and advisors, banks, private equity, and other financial institutions.

Mark has extensive experience with internal control environments of hedge fund administrators, including SSAE 16 engagements, and with accounting for financial instruments under US GAAP and IFRS.
Mark is a Chartered Professional Accountant, licensed in Bermuda and Canada Institute of Chartered Accountants. He has a Bachelor of Commerce and Masters of Accountancy from the University of Manitoba.

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 Berkley Institute.

Chris Burniske, Blockchain Products Lead, ARK Investment Management LLP
Chris serves as Blockchain Products Lead at ARK Invest, working on both research and business development. In 2015, ARK Invest became the first public fund manager to invest in bitcoin, offering the first two ETFs (ARKW and ARKK) with bitcoin exposure. Chris analyzes both public and private blockchain implementations, and frequently appears in media outlets—including Forbes, CNBC, Bloomberg, Reuters, Quartz and CoinDesk—to discuss blockchain technology. He graduated Phi Beta Kappa with a BS from Stanford.

James E. Thorne, Ph.D., Chief Capital Market Strategist & Senior Portfolio Manager, Caldwell Investment Management Ltd.
Dr. James E. Thorne is the Chief Capital Market Strategist and a Senior Portfolio Manager of Caldwell Investment Management Ltd. From February 2001 to September 2014, he held various senior investment management positions at M&T Bank and its wholly owned subsidiary, Wilmington Trust Investment Advisors, Inc in the U.S., including Chief Investment Officer of Equities, Managing Director and Chief Capital Market Strategist. During his tenure, he was responsible for the management of approximately $23B in assets under management and developed small, mid and large-capitalization investment strategies which employed a combination of quantitative and qualitative analysis and achieved top-quartile performance. Dr. Thorne is a member of Caldwell’s Investment Risk Committee.
Dr. Thorne received a Ph.D. in Economics in the fields of Finance and Industrial Organization from York University in June 1993 and was subsequently employed as a Professor of Economics and Finance at the Schulich School of Business and at Bishop's University.

 
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