Capital Formation Marketing’s Team of Consultants
William Keegan
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, Capital Formation Marketing 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, Capital Formation Marketing 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 Capital Formation Marketing, 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.
Paul C. Homsy
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
Dr. Francis Arena
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.
Patrice Ingrassia
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.
The Hon. Maxwell Burgess JP
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.
