Non-Deal Roadshows

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Non-Deal Roadshows 2017-08-09T16:33:33+00:00

We have extensive experience in all aspects of life sciences finance, including institutional sales, capital markets, investment banking, investor and public relations, sell-side analysis, and buy-side analysis. We have an equally strong foundation in the life sciences (6 Ph.D.s on staff), which enables us to understand our clients’ R&D, regulatory, and commercial strategy. The combination of financial service and life science expertise allow us to best serve our clients’ needs.

Non-Deal Roadshows

Head, Global NDRS

William Begien has worked in institutional finance for more than 20 years. He spent the first half of his career on the fixed income side in sales and trading at Merrill Lynch and Morgan Stanley. For the last 10 years Bill has been an institutional equity salesman in Boston and New York for Caris & Company, Leerink Swann and Summer Street Research Partners. As a healthcare specialist for the last five years, Bill has a deep understanding of the sector and the buy side landscape. Bill lives in Boston and is a graduate of The University of Massachusetts at Amherst where he was a member of the varsity lacrosse team for four years.
Tom Rorke has more than 20 years experience in Institutional Equity Sales. He began his career in the Philadelphia Office of Wertheim and Company. Tom then spent fifteen years at Credit Suisse where he was responsible for Research Sales and Trading in the MidAtlantic, Midwest, Southeast and Canadian Regions. He also Managed Credit Suisse’s MidAtlantic Middle Markets Group for twelve of those years. Prior to joining LifeSci Advisors, Tom worked for two years at Brean Capital where he focused on Health Care Capital Markets. Tom graduated from Wake Forest University with a Bachelor of Arts in Psycholgy and Spanish.
Niki has over 15 years experience in the healthcare sector including 10 years in institutional equity sales in Europe specialising in US & European Healthcare stocks at Cowen, JP Morgan and then Fortis Bank, with a particular focus on Biotechnology companies at the latter. In 2009 she founded Aetia Ltd, a UK based specialist financial services firm offering capital raising and investor access services to private and public healthcare companies around the world, further developing her long-standing relationships with the healthcare investment community across Europe. During her career, Niki has managed numerous deal and non-deal roadshows across the UK and Europe and has a successful track record raising capital for a wide range of both public and private global life science companies at various stages of development. Prior to her investment banking career, Niki worked at Pricewaterhouse Coopers. She has a BSc in Business Management and Languages from Kings’ College, London.
Ed McSorley brings more than 30 years of institutional equity sales experience and a strong book of Street contacts on both the buy side and sell side. He began his institutional equity sales experience at Bache (Prudential Securities) and later worked at Dillon Read, Wasserstein Perella, Hambrecht & Quist, JP Morgan and Citigroup. Ed enlisted in the U.S. Marine Corp at 17 years old and saw service in Vietnam. He received his MBA from Fordham University and graduated from Bryant University with a B.S. in Business Administration.
Non-deal Roadshow professional
Non-deal Roadshow professional
Non-deal Roadshow professional

Managing Director

Jonathan is primarily responsible for running the Private Wealth / HNW business within the Non-Deal Roadshow team of LifeSci Advisors. He is also responsible for marketing the BioShares Biotechnology Products and Biotechnology Clinical Trial exchange traded funds managed by LifeSci Index Partners, LLC, an affiliate of LifeSci Capital under common control. Prior to joining LifeSci in October 2015, Jonathan was the Senior Vice President – Investments of Gideon Strategic Advisors, a comprehensive wealth management team under the umbrella of AXA Advisors. In this role, he helped grow the client asset base to over $80MM in less than four years and was personally responsible for all asset management activities. Before AXA, he worked at Basso Capital, a hedge fund based in Stamford, CT. He earned a B.S. in Finance from Northeastern University and a certificate in retirement planning from the Wharton School of Business at the University of Pennsylvania. His interests outside of work include reading, fine dining, and playing as much golf as possible.Jonathan holds the Series 7, 63, and 65.