Dr. Terry Rickard | Chief Executive Officer & Director of Quantitative Research
Dr. Rickard has 44 years of experience in advanced technology and financial organizations, all of it in management, oversight and technology development positions. He has been an executive and a director of several private companies and one public reporting company. He was President and later Chief Scientific Officer of OptiMark Technologies, Inc. and served on its board. He was a co-inventor of the OptiMark transaction matching system and was instrumental in the development of this company from a start-up enterprise to an operating entity on the Pacific Stock Exchange, the Nasdaq market and the Osaka Securities Exchange, including the securing of over $350 million in investment capital from major investors in the U.S. and internationally. Prior to that, he was President of the brokerage firm Mitchum, Jones & Templeton. He has authored/co-authored over 70 refereed technical publications in engineering, electronic market structure, matching algorithms and trading strategies, and has coauthored 11 issued patents. He has also served as an expert witness in multiple intellectual property litigations involving financial markets. He received a Ph.D. degree in Engineering Physics from the University of California, San Diego, in 1975.
As the Director of Quantitative Research for Till Management Company, a wholly owned subsidiary of Till, Dr. Rickard is responsible for designing computationally intelligent systems for automated trading and investment due diligence. He currently beneficially owns or directs 271,666 shares (7.6%) of the Company’s outstanding stock.
William A. Lupien | Chief Investment Officer
For over 45 years, Mr. William A. Lupien has been an innovator in the public financial markets. His career in the securities business began at the California-based brokerage firm of Mitchum, Jones & Templeton (MJT), Inc. in 1965, where he eventually served as President. In 1983, as CEO and Chairman of Instinet Corporation, he successfully expanded the market reach of the world’s first electronic stock trading system. As Chairman and CEO of OptiMark Technologies Inc. he co-invented the OptiMark trading system designed for stock markets around the world. From 2005 until the merger, Mr. Lupien served as the investment manager of Kudu Partners LP.
Mr. Lupien served on the Securities and Exchange Commission’s Advisory Committee dedicated to the development of a national market system and also served as a Governor of the Pacific Stock Exchange. He has previously served as Chairman of Instinet (1983 – 1989), MJT (1989 – 1996), and Optimark US Equities Inc. (1996 – 2001), and as Director of Energy Metals Corp., Gold One International Ltd., Uranium One Inc. and Midway Gold Corp. He is the co-author, with David Nassar, of the book Market Evaluation and Analysis for Swing Trading, and is a co-author of several papers on trading technology and early-stage company evaluation. Mr. Lupien is also a co-inventor on multiple patents related to electronic securities trading. He is a graduate of San Diego State University.
Please view https://en.wikipedia.org/wiki/Bill_Lupien for additional information.
Brian P. Lupien | Chief Financial Officer
Mr. Lupien has been with the Company and served as Treasurer since April of 2014. A Certified Public Accountant, Mr. Lupien has experience in accounting and reporting responsibilities for a private investment fund and has worked as an audit manager for a variety of clients across multiple industries. A graduate of the University of California at Davis, Mr. Lupien earned his Bachelor of Science degree in 1995 majoring in Managerial Economics and gained his Certified Public Accountant designation in 2000 and is a member of the American Institute of Certified Public Accountants. Mr. Lupien resides with his family in Coeur d’Alene, ID
Kim Willey | Vice President, Legal (Bermuda)
Kim Willey is a resident of Bermuda and a member of the Bermuda Bar Association and the British Columbia Bar Association (non-practicing). In addition to being our Vice President, Legal (Bermuda), Ms. Willey holds the position of Counsel at ASW Law Limited in Hamilton, Bermuda. Prior to joining ASW Law Limited in October 2011, Ms. Willey was a member of the corporate law group of Fraser Milner Casgrain LLP (now Dentons) in Vancouver, British Columbia, Canada. Ms. Willey holds a B.A., LLB and a Masters in Business Administration from the University of Victoria, Canada and a Masters in Business Law from Osgoode Hall Law School.
Laetitia Hupman | Corporate Secretary
Ms. Hupman brings extensive corporate secretarial knowledge to her role as Corporate Secretary, having worked in both the Cayman Islands and Bermuda over the past 15 year for large international trust and corporate administration companies. Joining Compass Administration in 2014, she provides corporate administration and company secretarial support to exempt, insurance and segregated account companies ensuring they comply with statutory and regulatory requirements. Ms. Hupman holds a Bachelor of Business Administration degree from Acadia University, Canada (2000) and is an associate member of the Institute of Chartered Secretaries and Administrators (Canada). She is the current Deputy Chair of the Institute of Chartered Secretaries and Administrators (Canada) – Bermuda Branch.