November 5, 2020 / 9:00-9:30 am ET

Part Two – Public / Private School Education

Join us for the continuation of our live event series focused on the Massachusetts economy. In our first call, we explored the impact and implications of the pandemic on higher education. In this session, we will explore the ways that this period of social distancing and quarantining is impacting primary and secondary schools - from governance to fiscal strains, from educating students to learning how to adjust and flex in a challenging environment.

This call-in event is the second of a three-part series around the topics of Schools, Sports and the Massachusetts Economy.

Event Agenda
Part Two – Public / Private School Education

■ Opening Remarks: Bruce Figueroa, Head of Nonprofit Banking, People’s United Bank
 
■ The Current State of Education in Massachusetts: Edward P. Hardiman, Ph.D., Headmaster of St. John’s Preparatory School and Dr. Robert A. Tremblay, Superintendent of Schools for the Framingham Public Schools along with David Murphy, Senior Vice President and Regional Wealth Leader, Massachusetts
 
■ Implications for Investors and the Massachusetts Economy: John Traynor, Chief Investment Officer, People’s United Advisors
 
■ Client Questions: People's United Banking and Investment Team


A recording will be made available after the call.




Participants from People’s United and Guest Speakers

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Bruce Figueroa
Head of Nonprofit Banking, People’s United Bank

Bruce Figueroa heads the People’s United Bank Nonprofit Banking group. He leads a team of specialized bankers that partner with nonprofit institutions to provide strategic solutions for financing, liquidity, risk, operational and resource management in support of their missions. Key industries covered include educational institutions, human service providers, NGO’s, research organizations, cultural institutions and environmental/conservation organizations. The Nonprofit team at People's United meets the financial service needs of over 500 nonprofit institutions across the Northeast including credit commitments of over $2 Billion to support their missions.

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John Traynor
Chief Investment Officer, People’s United Advisors

John S. Traynor is the Chief Investment Officer and an Executive Vice President at People’s United Advisors. As Chief Investment Officer, John directs the firm’s overall investment process and committees. He also serves as the chief spokesperson for the firm’s investment outlook via regular strategy meetings and events throughout New England and New York. John was just recently named to the New Haven Biz Power 50 Class of 2020 and was noted by the outlet for his much sought-after outlook on global, national, and local economies. John appears frequently on CNBC, Fox Business, Yahoo! Finance and Bloomberg Radio. He has also been quoted in The New York Times, The Wall Street Journal, MarketWatch, U.S. News & World Report and many other outlets. Active in the community, John serves on the Board of The Council of Churches of Greater Bridgeport and is a member of the Professional Advisors Council for Fairfield County’s Community Foundation. An avid rower, John is also the Chairman of Olympic Athletes Rowing at Saugatuck, an organization that focuses on developing elite level athletes in that sport. John has been with People’s United Advisors since 2011. Previously, he served as the Director of Investment Strategy and Alternative Investments at Hawthorn, a $22 billion family office in the PNC Financial Services Group. He holds a B.S. in business administration with a concentration in finance from Villanova University.

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David Murphy
Senior Vice President and Regional Wealth Leader, Massachusetts

David Murphy is a Senior Vice President and the Regional Wealth Leader for Massachusetts. In his role, David is responsible for business development, client retention, and profitable growth within Massachusetts. Prior to joining People's United, David served as Executive Managing Director, Head of Wealth Advisory, for Boston Private Wealth where he transformed a Trust and Investment Group to a Wealth Advisory Group focused on value-added advice. Prior to that, he spent 17 years at TD Bank Wealth as SVP, New England & Metro New York Regional Manager managing a team responsible for a $3 billion portfolio in eight states. Throughout his career, David has served in roles of increasing responsibility exclusively focused on helping high-net worth clients and achieve their holistic financial goals through personalized advice and solutions. In addition, David served in Afghanistan in 2009 – 2010 and at US Special Operations Command in 2011 leading the Counter Threat Finance effort. He retired as a Colonel in 2012. David received a BS in Business Administration from Norwich University, an MBA from the University of Connecticut, and a Masters of Strategic Studies from US Army War College. He holds FINRA Series 7 and 66 licenses.

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Edward P. Hardiman, Ph.D.
Headmaster of St. John’s Preparatory School

A leading voice in Catholic education and an advocate for diversity and inclusion, Edward P. Hardiman, Ph.D. is Headmaster of St. John’s Preparatory School in Danvers, Massachusetts. He was named the school’s 16th headmaster on July 1, 2011, having served as Principal since July 2003. His career in educational leadership began at Xaverian Brothers High School in Westwood, Massachusetts, where he served as a teacher and administrator, including as assistant principal for academics, dean of students, director of campus ministry and teacher. Earlier in his career, he worked as a lay missionary at Rostro de Cristo in Duran, Ecuador, as a member of the Jesuit Volunteer Corps. Fluent in Spanish, he earned a B.A. in politics at Fairfield University. He holds an M.A. in pastoral ministry and a Ph.D. in educational administration from Boston College. In 2007, he received an honorary doctor of laws degree from Fairfield University. He and his wife live in Danvers with their four children.

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Dr. Robert A. Tremblay
Superintendent of the Framingham Public Schools

Dr. Robert A. Tremblay joined the Framingham Public Schools as Superintendent on April 1, 2017. Prior to his work in Framingham, he served as Superintendent of Schools for the Town of Weston, Massachusetts and the Town of Milford, Massachusetts. With more than two decades of school and district leadership experience and a mission-centered approach to long-term strategic planning, Dr. Tremblay works collaboratively to advance a shared vision aimed at sustainable student achievement. An active participant in school events at all levels, Dr. Tremblay regularly holds forum events for families and teachers to discuss concerns or program innovations, and consistently affords stakeholders the opportunity to have a voice in key decisions that impact the school district. By being visible and approachable, students, parents, teachers, and administrators recognize that Dr. Tremblay is willing to listen and respond to questions and concerns. Clear and open two-way communication is something he values as an educational leader. Dr. Tremblay holds a Doctor of Education degree from Northeastern University; Master of Public Administration degree from Northeastern University; Master of Education degree from Lesley University; and a Bachelor of Music degree from Boston University.