Contact

capital formation marketing
550 Hickory Nut Avenue
Oldsmar, Florida 34677

Phone: 516.435.8365
Email: wkeegan550@gmail.com

CFM Consortium:

The consortium provides a source of talent and subject matter expertise for the purpose of collaborating on specific projects or transactions. Each of the participants in the consortium are independent contractors, some or all of whom may collaborate on a specific project or transaction subject to the execution of an independent and separate agreement. The consortium will not be interpreted or construed to create an association, joint venture, partnership or agency relationship between or among the participants or to impose any partnership obligation or liability upon any of the participants. None of the participants have any right, power or authority to enter into any agreement for or on behalf of, or to assume or incur any obligation or liabilities, express or implied, on behalf of or in the name of, any other participant nor will they be liable for any obligation, action or omission of any other participants.

Consortium Team

William Keegan
President and CEO

William R. Keegan, Jr., is President, CEO of Capital Formation Marketing, Inc, an international investor relation’s consortium of notable corporate executives. He has over 30-years of experience in international investor relations, business media, sales, medical conferencing, marketing, and management. Under Bill Keegan’s direction, CFM has developed into a true high-level executive consulting consortium with specialties in domestic and international media relations as well as advising in international project finance. Over the past two decades, CFM has developed a vast database of domestic and international business news editors for print, Internet as well as electronic media. Mr. Keegan’s team of consultants has been successful in securing project financing as well as media coverage across all business sectors for the agency's diverse domestic and international list of clients.

From 2010 - 2014, Bill Keegan was a registered Public Relations Agent of record for the Government of Bermuda. He worked with Bermuda's Premier, Cabinet Secretary, Ministry of Finance, Ministry of Business Development and Tourism, Ministry of Health, and the President, CEO of the Bermuda Stock Exchange; to promote Bermuda as a “AA” rated economy, which is fully transparent and compliant; and help drive inward investment. He developed financial conferences and business media related events for Bermuda at the New York Stock Exchange as well as in major markets such as Bahrain, London, Toronto, Middle East, Hong Kong and South Africa. Bill’s four-year effort identified medical tourism and medical conferences as a key high net worth growth sector for Bermuda. "Like Bermuda’s insurance and financial industries, the mission - is not to just open a new hotel and promote tourism - but establish a new high net worth industry which will create jobs and help the country’s economy thrive."

In 2013, Bill Keegan opened Innovative Medical Conferences, LLC. In collaboration with renowned Oncologist, Dr. Francis Arena, they produced the award winning Pink Conference On Breast Cancer. The conference consisted of a public forum at Hamilton City Hall, where leading doctors from Harvard, Weill Cornell, NYU Langone, Slone Kettering and North Shore LIJ met with hundreds of Bermuda women to discuss the treatment and prevention of breast cancer. The attending doctors also participated in teaching an accredited continual medical educational course (CME) at the King Edward Memorial Hospital. Bill Keegan together with IMC’s team of doctors were awarded the prestigious "Bermuda International Citizenship Award" for producing one of the finest medical conferences ever produced in Bermuda. IMC also produces exclusive limited attendance medical seminars on the treatment, prevention and breakthroughs in cancer. These critically acclaimed conferences are held at the University of Pennsylvania / Penn Club of New York, which Bill Keegan is a member of good standing.

Prior to opening CFM, Bill was the personal consultant to the world’s leading pollster George Gallup, Chairman of the Gallup Poll. He served on the Board of Trustees for the George H. Gallup International Institute and was a contributing publisher of Gallup Youthviews. Bill worked directly with the Chairman, Mr. Gallup, and co-authored the Gallup Youthviews' National Survey on Columbine High School. He has also studied in-depth the thirty-year library of Gallup Youthviews surveys. Mr. Gallup and Bill Keegan have visited the U.S. Department of Education on several occasions to promote social and educational programs. In addition, Bill Keegan has lectured to and surveyed thousands of high school students on drug, alcohol abuse, social issues and buying trends.

Crescent Group

Paul C. Homsy
Practice Focus

Paul Homsy has more than 30 years of experience in the Middle East (in the Arabian Gulf countries in particular) and additional experience in cross-border transactions in the Far East, Europe, and Latin America. He has advised on billions of dollars of transactions involving acquisitions, joint ventures, technology transfer agreements, investment funds, and conventional and Sharia compliant financings.

Mr. Homsy practiced law in Riyadh, Saudi Arabia for five years as the managing partner of Sidley & Austin's former office there.

He also has a wealth of practical business experience and relationships among the sovereign wealth funds, ultra high net worth investors, banks, and investment companies of the Arabian Gulf to assist clients in developing and growing their businesses in that region.

REPRESENTATIVE EXPERIENCE

  • Represented leading global advertising company in acquisition of and joint venture with the largest privately-owned advertising company in the Middle East, involving subsidiaries in 10 different Arab countries in the Arabian Gulf, the Levant, and North Africa
  • Represented leading global consumer products company in establishing a joint venture for the manufacture of personal care products in Saudi Arabia and in obtaining necessary approvals from the Saudi Foreign Capital Investment Committee and Ministry of Commerce
  • Represented the largest Islamic bank in the world on about $3 billion of Sharia compliant financings as well as on litigation relating to $120 million of claims against Enron
  • Represented leading U.S. bank in the establishment of a Sharia compliant equipment leasing fund
  • Represented Kuwaiti investment company in a $300 million Sharia compliant U.S. real estate fund

PUBLICATIONS

  • “Succession Planning and the Use of Trusts and Foundations in the Arab Gulf”, Islamic Financial Review, 2016
  • “Islamic Private Equity,” Islamic Wealth Management, Euromoney, 2009
  • “Islamic Private Equity Opportunities and Challenges,” Islamica Magazine, Spring 2009
  • “Distribution and Agency Agreements, Counseling Emerging Companies in Going International,” ABA, Section of International Law and Practice, 1991
  • “Saudi Arabian Joint Venture and Agency Law,” Transnational Joint Ventures, Business Laws, Inc., 1989
  • “Agency Law in the Arabian Peninsula and North Africa,” Northwestern University Journal of International Law and Business, Summer 1983, reprinted in The International Law Encyclopedia, University of Virginia School of Law
  • “Legal Aspects of Doing Business in Saudi Arabia,” International Lawyer, Winter 1982

SPEAKING ENGAGEMENTS AND MEDIA APPEARANCES

  • Eisner Amper Private Equity Real Estate Summit
  • Middle East Commentator on CNBC, Bloomberg Television, Reuters TV News Service
  • Quoted on the Middle East in the Financial Times, The Economist, Journal of Commerce, Gulf News, and Bermuda Royal Gazette
  • Speaker on Islamic Finance at C3 U.S. Arab Business Summit
  • Keynote Speaker at the Leaders in Islamic Finance Conference, Istanbul, Turkey, presided over by Prime Minister Erdogan of Turkey
  • Guest lecturer at King Saud University, Riyadh, Saudi Arabia on Islamic Finance
  • Speaker at various conferences on Middle East Law and Islamic Finance at the University of Pennsylvania, Wharton School, and Harvard University

ACTIVITIES

  • Senior Advisor, Middle East, Forbes Family Trust, a leading multifamily wealth advisor and investment manager
  • Senior Advisor Middle East, VG Trust, a leading Channel Islands wealth structuring, trust, and fiduciary company (2014-2017)
  • Co-organizer, C3 U.S. Arab Business Summit, September, 2012, President Bill Clinton as keynote speaker
  • Board of Directors Emeritus, Arab Bankers Association of North America and former Member Executive Committee
  • Board of Advisors Emeritus, Harvard University, John F. Kennedy School of Government, Institute for Social and Economic Policy in the Middle East
  • Technical Advisory Committee, Wharton Export Network, Wharton Graduate School Business Administration, University of Pennsylvania
  • Served as Committee Chairman, Vice Chairman, Middle East Law Committee, International Section, American Bar Association
  • Served on New York District Export Council of U.S. Department of Commerce

Panorama International, Inc.

Williston H. (Bill) Clover

Williston H. (Bill) Clover is president and chairman of the board of Panorama International, Inc., which itself is a family of companies. Panorama International http://www.panoramaintl.com/ specializes in hospitality studies, packaging and financing. Although the company is headquartered in the United States, Mr. Clover prefers to focus the company's business on the international market, where Panorama International has become recognized as the leader in providing a package of complete services to the hospitality, resort and development industry.

Mr. Clover has owned or been a board member of companies involved in U.S. and international real estate development, marketing, finance and consulting for more than 40 years. He has had direct experience in almost every aspect of the industry, including property ownership, operations, finance, development, marketing, brokerage and consulting. During his career Mr. Clover has provided consulting services to the government of Mexico in developing Cancun, Ixtapa and resorts on the Pacific Coast. He has also consulted to governments, private corporations and individuals on a range of financial and property matters and is a frequent speaker at international conferences. His direct experience includes working in more than 60 countries. Mr. Clover has been or is a member and board member of many distinguished international organizations.

PJ Homsy
International Legal Consultant, Finance

PJ Homsy is a research analyst for Crescent Asset Management where he oversees the following projects for the firm:

  • Conduct various analysis and research relating to projects and business opportunities in the Middle East, Latin America, southeast Asia, Europe, and the United States
  • Analyze and research private equity funds, potential private equity investments, alternative investments, joint ventures, companies, and markets
  • Assist in drafting various marketing presentations, term sheets, memorandums of understanding, and private placement memorandums
  • Relationship management with Middle East high net worth clients, joint venture partners, co-managers (including Highland Capital Management LP and Lehman Brothers Holdings Inc.), public relations, and web-site designers

PJ Homsy is the Co-author of "Islamic Private Equity Opportunities and Challenges", published in July 2008 Issue of Business Islamica magazine and represents the company at various conferences including the Arab Bankers Association of North America.

Patrice Ingrassia
Global Investor Relations Consultant

Patrice Ingrassia stands at the forefront of global business development, public relations and investor relations and marketing techniques.

At EY (Ernst & Young) Patrice built a reputation working with global teams to help clients grow. This included working with teams in rapid growth countries to help clients understand the key inbound and outbound trends and data underpinning foreign direct investment trends.

Patrice is also a skilled marketing and communications executive. Over the course of her career she has employed classic marketing tactics, including high-impact events and sponsorships, PR, thought leadership and advertising, as well as digital and social media channels. Her programs have helped create reputation and brand recognition, as well as incubate new services into revenue-generating engines.

She built and negotiated strategic partnerships with numerous external organizations to accomplish those goals, both domestically and globally. This includes the key events of the World Economic Forum, including the Davos Annual Meeting and the Warsaw WEF Forum scheduled to celebrate Poland’s joining the EU on May 1, 2004.

Designated for fast track development early in her career, Patrice had the opportunity to work with three EY CEO’s, numerous senior partners in leadership, and colleagues at all levels. She embraces the core values of integrity, innovation and entrepreneurship. Focused on mentoring and teaming, she ranked in the top-tier of EY business leaders. She is a recipient of numerous marketing and communications awards, and most recently was a judge for the Effie Awards.

She holds an MA in Public Communications from Fordham University and a BA in English from Bucknell University, where she was invited into Phi Beta Kappa.

Williston H. (Bill) Clover
Resort Development, Hospitality Studies, Packaging and Finance

Williston H. (Bill) Clover is president and chairman of the board of Panorama International, Inc., which itself is a family of companies. Panorama International specializes in hospitality studies, packaging and financing. Although the company is headquartered in the United States, Mr. Clover prefers to focus the company’s business on the international market, where Panorama International has become recognized as the leader in providing a package of complete services to the hospitality, resort and development industry.

Mr. Clover has owned or been a board member of companies involved in U.S. and international real estate development, marketing, finance and consulting for more than 40 years. He has had direct experience in almost every aspect of the industry, including property ownership, operations, finance, development, marketing, brokerage and consulting. During his career Mr. Clover has provided consulting services to the Government of Mexico in developing Cancun, Ixtapa and resorts on the Pacific Coast. He has also consulted to Governments, private corporations and individuals on a range of financial and property matters and is a frequent speaker at international conferences. His direct experience includes working in more than 60 countries. Mr. Clover has been or is a member and board member of many distinguished international organizations.

The Hon. Maxwell Burgess JP
Bermuda Business Consultant

The Hon. Maxwell Burgess JP is a stalwart of the Bermudian political scene and has spent a lifetime in public service. As a Real Estate Agent, former Member of Parliament, Cabinet Minister and President of his neighborhood community cricket and soccer clubs, Maxwell is one of the most networked national figures in Bermuda. Equally comfortable in sports clubs, parliament and boardrooms, Maxwell’s story is uniquely impressive that in equal measure it touches Bermuda’s political, social and commercial development.

Maxwell was first elected to the House of Assembly as a Member of Parliament in 1983 by the constituents of his home base Hamilton Parish. He achieved the title of the youngest Cabinet Minister in Bermuda’s history when he was appointed the Minister of Youth, Sport and Recreation in 1984; a post he held until February 1989. It is to the trust and faith placed in him that some 24 years later, he is still retains the record of being Bermuda’s youngest ever Cabinet Minister.

In a mark of his leadership abilities and successes, as long as Maxwell was an MP in Government, he held the rank of ‘Minister’ serving as Minister of Transport and Minister of Labour, Home Affairs and Public Safety. As Maxwell continuously occupied Ministerial Office he was at the vanguard of every major political development from 1989 until 1998 when the Government changed for the first time in Bermuda’s history.

Commercially, Maxwell was a member of the Cabinet Team and the Minister of Transport, who was responsible for the land that had served as a US Base lands that was returned to the people of Bermuda in 1995; the parcel represented nearly 10% of Bermuda ‘s entire land mass and the then Government created a Crown Corporation to commercially develop it for the benefit of Bermudians.

After 1998, Maxwell continued to assist his party until his retirement from party politics in December 2007, when he was the Opposition Leader in the Senate and Party Whip. The title ‘Honourable’ was bestowed by her Majesty the Queen Elizabeth for his years of service in Parliament.

In 2010, his company, M.A. Realty formed an association with international real estate brand Century 21 Bermuda Properties; a mutually rewarding partnership that ensures Maxwell remains at the cutting-edge of real estate advances both in Bermuda and elsewhere.

In continuation of his influence on the national stage, Maxwell was the first Chairman of the statutory Bermuda Tourism Board. He assisted with the implementation of the Tourism Board Act, which ensures that the Board is politically, financially, and constitutionally independent. In January 2013, Maxwell resigned as Chairman in order to have a more direct influence on tourism development in Bermuda and resultantly serves as Chair of the Product and Development Committee.

Fred R. Schmid
VMining Expert, Corporate Consultant, Finance

Over 35 years experience in mining, leasing, corporate management, international finance and mergers & acquisitions of publicly traded and privately owned companies. Built long-term relationships and motivated skilled management teams to create shareholder values for investors.

Formerly Founder/President/CEO of Hanover Gold Company, Inc. ("HVGO"), a NASDAQ listed American gold mining company. Through Fred's efforts, consolidated the renowned and historic Alder Gulch mining claims in the Virginia City Mining District in Montana, which he joint ventured with Kennecott Exploration Company, a major mining enterprise that is part of RTZ.

As former President/CEO of Windstar Resources Inc., a restructured public shell company acquired Nexland, Inc., an Internet hardware security device manufacturing company, in a reverse merger acquisition ("OTCBB “XLND”) that was subsequently acquired by Symantec (NASDAQ “SYMC”), a multi-billion dollar company.

As owner/operator he financed and managed several private Kentucky and West Virginia coal mining companies, acquiring 15,000 acres in Eastern Kentucky prior to joint venturing the mining operations with Detroit Edison, a major utility company in Michigan.

He began his business career with IBM and worked in manufacturing, scientific research and data processing sales. He was a pioneer in the computer leasing industry as Founder/President of National Computer Rental Inc. In the mid-1970’s, he became President of the parent company, National Equipment Rental, Ltd. an American Stock Exchange company engaged internationally in computer, aircraft and equipment leasing.

He was also the Founder, Chairman and CEO of The Hanover Group, Inc., a private firm investing in natural resources and minerals.

His broad corporate and operating knowledge in private and public businesses and mining sectors provides the Board with valuable experiences in directing the Company. He developed, structured and managed strategic alliances, partnerships and joint ventures and engaged in funding projects through private placement and IPO financings for exit strategies. He has listed his companies on the OTCBB, NASDAQ, AMEX and the Entry level on the Frankfurt Exchange.

Fred earned a Bachelor of Science – Engineering degree from NYU’s College of Engineering with Honors.

Dr. Francis Arena
Medical Conference Consultant

Francis P. Arena, MD, FACP received his Bachelor of Science Degree from Fordham University and his Medical Degree from Cornell University Medical College. His internship and residency were carried out at New York Hospital/Memorial Hospital, after which Dr. Arena served as Chief Medical Resident and later as Hematology/Oncology Fellow at the Memorial Sloan-Kettering Cancer Center. He is Board Certified in Internal Medicine and in Medical Oncology. Today Dr. Arena is Clinical Associate Professor of Medicine at New York University and Adjunct Clinical Assistant Professor of Medicine at Cornell University Medical College. He is the director of the NYU Langone Arena Oncology Center in Lake Success, NY. Because of his keen interest in cancer research, Dr. Arena helped establish and is the president of the SASS Foundation for Medical Research, which supports medical fellows at a number of hospitals. He is on the Advisory Board of "1 in 9", the Breast Cancer Coalition, and serves as a consultant for numerous pharmaceutical companies. Dr. Arena is widely published and has lectured extensively in his field. He is an Assistant Editor of the journal Oncology and previously on the Editorial Board of the Community Oncology journal. Dr. Arena has been the recipient of multiple awards and citations for his work in oncology and breast cancer. Some of these awards include the David award given by Networking magazine, The Eilleen Dryer Award by the Sass Foundation, the Il Leone de San Marco award in medicine by the Italian -American league of Westchester and the Bronx and has been cited in repeated years as one of the top oncologists in the New York Metropolitan area by the Castle Connelly magazines and Newsday. Frank lives with his wife and wonderful children in Long Island, NY.

J.William “Bill” King
Executive trader at Gate US an alternative Trade Platform

Bill king has 26 years of professional experience in Investment Banking, Alternative assets management, International trading and insurance. He started his carrier at Quick & Reilly Fleet Bank where he subsequently joined their leadership team. Later Bill Joined BOA and head their NY Insurance Group. Throughout his career Bill has worked with global business leaders and high net worth individual .He holds series 7, 6,63, and NY, NJ, FL, CT Insurance licenses. Currently Bill is a member of the management team of Gate US, and a member of the Vecron LordStock Group.

NOTE: All consultants have over a ten-year working relationship with CFM’s principal William Keegan.

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