Brice P. Soucy
Brice is Vice President of Investments and Infrastructure at Brookfield Asset Management, an alternative asset manager with $350 billion in assets under management and a 120-year heritage as owners and operators. Prior to joining Brookfield, Brice completed the Analyst Program at J.P. Morgan Investment Management in New York and London. Brice was a member of the Investment Team of the Infrastructure Investments Fund, a $3 billion private equity fund, concentrating on managing and analyzing investments in the natural gas and renewable energy industries. During his tenure, he was principally focused on the sourcing and development of a Greenfield natural gas distribution company in the state of Maine (Summit Natural Gas of Maine) which received unconditional regulatory approval in January 2013. Brice is both an avid skier and golfer and regularly participates in fundraising for the American Cancer Society and The Leukemia and Lymphoma Society. Brice graduated Summa Cum Laude with a B.S. in Economics-Finance from Bentley University in 2010, where he was the Student Manager of the Hughey Center for Financial Services and President of the Bentley Investment Group. During his time at Bentley, he completed internships in the Boston offices of the transaction services groups at Deloitte & Touche LLP and PriceWaterhouseCoopers.
Jahangir (Jay) Sultan
Dr. Sultan is Professor of Finance and Founding Director for the Hughey Center for Financial Services/Trading Room at Bentley University. He was the Edward F. Gibbons Professor of Finance during 2007-2010. He teaches Fixed Income and International Financial Management at the undergraduate and graduate programs at Bentley. His research interests include topics such as foreign exchange exposure management, dynamic hedging, international portfolio diversification, closed-end country funds, country risk analysis, asset pricing, modeling volatility using GARCH, insider trading and program trading. Dr. Sultan has published articles in prestigious journals including the Journal of Financial and Quantitative Analysis, European Journal of Finance, Journal of International Money and Finance, Journal of Financial Engineering, Journal of Financial Research, Journal of Business Finance and Accounting, Journal of Applied Financial Economics, and Journal of Futures Market. He received the 1999 Bentley University Scholar of the Year award. He regularly consults with banks and portfolio management firms and offers executive seminars on various topics including foreign exchange trading, risk management and equity trading.
Denise Thompson
Denise Thompson is currently in a senior operations and trading role for Breckinridge Capital Advisors, an employee owned Registered Investment Advisory firm in Boston. Prior to this, Denise managed over 20 global account relationships for Charles River Development, a software company which provides solutions to automate front- and middle-office investment management functions for buy side firms across multiple asset classes. Before joining Charles River Development, Denise worked in trading, operations and portfolio management positions for Calamos Asset Management, JPMorgan Chase, Prudential Securities and Fleet Bank. Denise has an MBA in Finance/Management from Northeastern University and a BA in Business/Finance from Lake Forest College. She currently holds active FINRA series 7, 63 and 55 licenses. She has been a guest lecturer and instructor for a range of professional programs including the Wentworth Institute of Technology, the Municipal Bond Club of Chicago, Boston University’s MBA program and the Boston Security Analyst Society. Additionally, Denise sits on the Executive Board as Treasurer and has served on the Human Rights Committee for Minute Man Arc in Concord, MA.
S. Joseph Wickwire, II, CFA
S. Joseph Wickwire, II, is a portfolio manager for Fidelity Asset Management. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and other financial products and services to more than 20 million individuals, institutions and financial intermediaries. Mr. Wickwire currently manages Select Gold Portfolio, Fidelity Advisor Gold Fund and Fidelity Global Commodity Stock Fund. He assumed management responsibilities for Select Gold Portfolio and Fidelity Advisor Gold Fund in August 2007 and Fidelity Global Commodity Stock in March 2009. Prior to joining Fidelity in June 2007, Mr. Wickwire spent 20 years at Wells Capital Management (formerly Evergreen Investments) in Boston. While there he managed a precious metals fund for Evergreen Investment Management Company from 2004 to 2007. Prior to that, Mr. Wickwire served as a director and an analyst from 1999 to 2004. During his time in this role, his analytical responsibilities included the Canadian, Australian and New Zealand equity markets, as well as the precious metal, base metal and paper industries. From 1997 to 1999, he was a senior research associate working directly with the chief investment officer and senior portfolio manager of the International Investment Department. Mr. Wickwire served in a variety of roles for Evergreen Investments from 1987 to 1997. In 2011, Brendan Wood International named Mr. Wickwire one of its “Top-Gun US Metals and Mining Investment Minds.” He has appeared on the Bloomberg Business, CNBC and Fox Business television news channels; been quoted in Barron’s, The New York Times, Financial Times and The Wall Street Journal; and has presented at the University of Chicago’s Booth School of Business, Boston College’s Carroll School of Management, Cornell University’s Johnson School of Management and the Harvard Business School. He is a member of the Boston Security Analysts Society. Mr. Wickwire received a bachelor of arts degree in history from Boston College in 1986 and a master of business administration degree with a concentration in investment finance and international business from Bentley University in 1993. He holds his FINRA Series 7, 6 and 63 licenses and is a CFA charter holder.