Natalie Choate

Natalie Choate

Natalie Choate, an estate planner and retirement benefits attorney, is author of Life and Death: Planning for Retirement Benefits and The QPRT Manual, both leading resources for estate planning professionals. She is America’s leading speaker on estate and distribution planning for retirement benefits and has taught hundreds of seminars to audiences who want to get the most out of their IRAs, 401(k)s and other retirement plans. Learn what’s new and what’s on the horizon in estate and distribution planning for retirement as Choate explains what Congress and the IRS have done for (or to) our retirement benefits. Read more

Andrew Busch

Andrew Busch

Author, columnist and television commentator, Andrew Busch has been connecting the dots between events and global financial markets for the last twenty-five years. As the Global Currency and Public Policy Strategist for BMO Capital and outside advisor to Congress and the US Treasury, Andrew Busch regularly crafts strategies for dealing with the volatile global markets. With a humorous and humble Midwest approach, Busch shows audiences how to interpret the seismic global and public policy shifts that are taking place for investors and corporations. His timely and energetic presentations show attendees how to live and thrive in the current economic chaos. Read more

Suze Orman

Suze Orman

Foremost financial advisor, host of The Suze Orman Show on CNBC and New York Times bestselling author Suze Orman is a world-renowned motivational speaker who speaks annually to over 100,000 people in the United States, South Africa & Asia. In 2007, Business Week named Orman the top female motivational Speaker in the U.S., and in 2010, she was named one of the world’s most powerful women by Forbes magazine. Suze has been called “a force in the world of personal finance” and a “one-woman financial advice powerhouse” by USA Today. Read more

William Shipman

William Shipman

Perhaps the most trusted voice on Social Security and retirement finance reform, both in the United States and around the world, William Shipman enlightens audiences on a potential crisis of international proportions that has, up until recently, gone largely unnoticed. The rapid increase of the elderly population, combined with support systems that are unprepared to handle this unprecedented shift, have put our living standards, international strategic relationships and our very way of life in jeopardy. Shipman addresses real world, positive solutions and the tremendous opportunities that are possible with thoughtful reform. Read more

Maddy Dychtwald

Maddy Dychtwald

Maddy Dychtwald, a leading authority on generational marketing and demographics, is co-founder and senior vice president of the premier think-tank Age Wave, Inc. In this capacity she analyzes and forecasts trends related to the baby boomer and over-50 populations, providing audiences with a thumbnail sketch of what the future will look like as the current crop of boomers ages, and, more importantly, how these demographic trends will influence the economy. Drawing on more than 15 years of research and analysis, Dychtwald’s presentations combine demographic facts with savvy business acumen. Read more

James Glassman

James Glassman

A former CNN talk show moderator, syndicated financial columnist, and State Department official, James K. Glassman has made a career out of taking hard to understand, complex issues and distilling them into plain, clear language. He is widely recognized as an expert on the economy, finance, technology and international affairs, and is the founding executive director of the George W. Bush Institute, an action-oriented think tank that is part of the George W. Bush Presidential Center. He also currently hosts Ideas in Action, a weekly public affairs program broadcast on PBS stations across the country from our nation’s capitol. Glassman wrote the first investing column for Reader’s Digest in the 1970s and went on to write columns for the Washington Post, Kiplinger’s Personal Finance, and Forbes.com. He’s written three books on investing, Dow 36,000, with co-author Kevin Hassett; The Secret Code of the Superior Investor, and most recently, Safety Net: The Strategy for De-Risking Your Investments in a Time of Turbulence. Glassman is a former Senior Fellow for the American Enterprise Institute, where his work focused on economics, business and understanding the intersection between policy, finance and technology. He most recently served as the Under Secretary of State for Public Diplomacy and Public Affairs, where he brought new Internet technology to bear on outreach to foreign republics, and Chairman of the Broadcasting Board of Governors, where he directed all non-military, taxpayer-funded U.S. international broadcasting, including Voice of America, Radio Free Europe, and Alhurra TV. Read more

David Leinweber

David Leinweber

David Leinweber, author of “Nerds on Wall Street: Math, Machines and Wired Markets“, was recently named one of the Top Ten Innovators of the Decade by Advanced Trading magazine. As founder of two financial technology firms, and as manager of multi-billon dollar quantitative equity portfolios, he brings a practical approach to innovation. He is now principal of Leinweber & Co., and in a public service role, co-founder of the Center for Innovative Financial Technology at Lawrence Berkeley Lab. Read more

John Bogle

John Bogle

Named by Fortune magazine as one of the investment industry’s four giants of the 20th century, John Bogle is a titan of the investment world and a hero to independent investors.

The founder and former chairman of The Vanguard Group–the world’s largest no-load mutual fund organization–John Bogle now shares with audiences his proven, common sense philosophies for investing. No matter what your investment experience, Bogle’s practical and unique insights can be used immediately as a springboard to success. Read more

Alan Blinder

Alan Blinder

Alan S. Blinder has been on the Princeton faculty since 1971, taking time off from January 1993 through January 1996 for service in the U.S. government—first as a member of President Clinton’s original Council of Economic Advisers, and then as Vice Chairman of the Board of Governors of the Federal Reserve System. In addition to his academic writings and his best-selling introductory textbook, he has written many newspaper and magazine columns and op-eds and,in recent years, has been a regular columnist for The Wall Street Journal. Read more

Juan Licari

Juan Licari

Juan M. Licari, director at Moody’s Analytics and the head of the Credit Analytics team for Europe, the Middle East, and Africa, provides consulting support to major industry players, builds econometric tools to model credit phenomena, and implements stress-testing platforms to quantify portfolio risk exposure. He is an industry leader in developing and instituting credit solutions that connect credit data to the underlying economic cycle, allowing portfolio managers to plan for alternative macroeconomic scenarios. Licari is actively involved in communicating his research and methodologies to the market. Read more