Todd Buchholz

Todd Buchholz

Acclaimed author, former White House economic policy director and economist Todd Buchholz connects the dots between local and global markets, the politics that define business environments, and the people who drive it all. He puts global politics and financial markets into perspective and offers a positive understanding of the challenges and opportunities facing today’s markets. Buchholz “lights up economics with a wickedly sparkling wit,” says the Associated Press. Read more

Jack Perkowski

Jack Perkowski

In the early 1990s, Wall Street veteran Jack Perkowski saw opportunity and relocated to China and, in 1994, he founded what is now one of China’s most-respected companies, ASIMCO Technologies. In January, 2009 he left ASIMCO to establish JFP Holdings, a merchant banking firm focused on helping companies gain access to the China market. His perspective on doing business in China is unmatched and he shares with audiences what awaits Western businesses wishing to take advantage of the booming Chinese market. In his presentations, he shares colorful and amusing anecdotes on conducting business in China and he answers the tough questions: Is China stable enough for Western businesses? What does the future hold for the Asian markets in general? Perkowski is also the author of Managing the Dragon: How I’m Building a Billion Dollar Business in China (2008). A transplanted Westerner, Jack Perkowski’s first-person look at the realities of doing business at the frontier of the global economy is unmatched as he provides insight into how other economies affect China and the implications of China’s rise, what to anticipate – and what to look out for. Read more

Phil Fersht

Phil Fersht

Phil Fersht is Founder, Chief Executive Officer and Research Director of HfS Research, the leading global research analyst organization covering global sourcing strategies. He was named “IIAR Analyst of the Year 2010” by the Institute of Industry Analyst Relations, the most coveted global award for industry analysts in technology and services. His specialist coverage areas include finance, HR and supply chain BPO, and he also focuses on industry-specific issues and the convergence of BPO, SaaS and Cloud in a business utility context. Fersht is a frequent author and speaker on IT services, Finance, HR and Procurement Business Process Outsourcing trends and issues. He was named both an “FAO” and “HRO Superstar” by FAOToday and HROToday Magazines for 2005, 2006, 2007, 2008, 2009 and 2010 and was featured as the cover story for the December 2006 issue of FAOToday as one of the outsourcing industry’s most prominent advisors. He was also nominated for “Advisor of the Year” at the FAOSummit 2008. He speaks regularly at industry conferences, which have included The Conference Board, NASSCOM, IDC Directions, the Sourcing Interests Group, the Shared Services & Outsourcing Network and the Council of Supply Chain Management Professionals. He is also a regular columnist for several industry publications, including Global Services Media, SSON, FAOToday and Finance Director Europe. Read more

Michael Treacy

Michael Treacy

Bestselling Author, Researcher, Entrepreneur and Business Adviser Michael Treacy shows leaders how to look at competition, customers, people, finance and markets in a new way – laying out the pathways for global growth and market leadership. Globalizing markets is an opportunity of a lifetime. The size of the middleclass is about to triple worldwide due to increasing standards of living across the globe. Companies that lean into the future and focus will dominate and increase scale, scope and power. Those who don’t are at risk. Treacy is a veteran voice on such issues. Read more

Bernard Baumohl

Bernard Baumohl

Bernard Baumohl, Chief Global Economist and Managing Director of The Economic Outlook Group, is far ahead of the curve in assessing the direction of the U.S. and world economy. After starting his career as an analyst with the Council on Foreign Relations, he later served as an economist at European American Bank, where he was responsible for monitoring the global economy and developing forecasts. Baumohl was also TIME magazine’s senior economics reporter for two decades. An award-winning journalist, he covered the news from New York, Washington, London, and Jerusalem. Read more

Ted Fishman

Ted Fishman

Ted C. Fishman is a veteran journalist, essayist and former member and trader of the Chicago Mercantile Exchange. His talks reflect the intelligently researched material found in his writing and have most recently focused on the emergence of China and its impact on the lives of Americans as consumers, workers, managers, and citizens. Fishman’s presentations combine engaging storytelling with a wide ranging knowledge about the world economy, putting his audiences’ top concerns into context and exploring how they relate to big, global economic trends. Read more

Michael Colopy

Michael Colopy

Michael Colopy is a Foreign Affairs Specialist who’s presentation method is brain-stretching, enlightening and memorable. He addresses corporate and association audiences on global trends and the challenges US business experts around the world, especially in dealings with China, a country he knows well. In an engaging narrative style, incorporating new developments – including the morning’s news – Colopy conveys deep and broad knowledge, navigating, analyzing and forecasting world currents since 1988. Read more

Robyn Meredith

Robyn Meredith

As Asia becomes the engine of growth for a post-crisis global economy, changes in China and India are rapidly shaping the world’s political and economic future. Robyn Meredith’s insights are a convergence of her extensive travels throughout Asia and her unique access to business leaders worldwide. Based in Hong Kong as Forbes’ foreign correspondent, Meredith wrote the definitive book on the rise of India and China, The Elephant and the Dragon, which The Wall Street Journal named one of the top 10 books on Asia. She also writes the “Off Shore” column on globalization and geopolitics for Forbes.com and anchors a weekly webcast. Meredith explains how dramatic developments in Asia are changing the world for all of us. Her talks serve as a wake-up call, delivering crucial information to Main Street and Wall Street alike. She connects with her audiences via thought-provoking speeches along with frank and lively question-and-answer sessions that alter the way audiences look at the world. Read more

Barry Asmus

Barry Asmus

An unapologetic advocate of free enterprise and privatization, Barry Asmus is recognized as a revolutionary thinker who delivers his ideas in an energy-filled entertaining presentation. Asmus doesn’t just talk policy – he makes it happen. A senior economist for the National Center for Policy Analysis, Asmus has directly influenced how world leaders approach social security, health care, monetary and fiscal policy and other equally complex issues. With presentations customized to reflect your particular economic policy needs, Asmus helps audiences understand major policy issues – without all the jargon. Read more

Alex Sion

Alex Sion

With over 18 years of experience in business, technology and marketing strategy for financial services firms, Alex Sion is poised to become one of the industry’s greatest disruptors.

As an advisor on digital strategory and disruption to global financial leaders such as HSBC, Citi, Bank of Montreal, Bank of Scotland and Barclays, Alex is one of the leading voices in the financial services industry.

Alex is a recognized thought leader, speaker and panelist in the financial services space. He has spoken at large financial services conferences such as American Banker, BAI, Finnovate, Forrester Customer Experience Form, and Association of Financial Technologies. He has also spoken at global leadership forums and executive summits for firms such as: Toronto Dominion, Merrill Lynch, Morgan Stanley, Bank of Montreal, Royal Bank of Scotland, Barclays, Regions Bank, and BBVA.

Something You Can Bank On
5 Predictions for the Next Five Years in Retail Banking

The retail banking industry is at a key turning point. The cost of managing customers through massive branch networks is outstripping many banks’ ability to generate profits.

Meanwhile, a jaded consumer base increasingly interacts with their banks through virtual channels.

Ultimately, these two forces will lead to new distribution models, customer experience platforms, crowd-
sourced business models and other game-changing innovations that will redefine the banking industry.

In this session, Alex Sion, President of Movenbank, will share his predictions for the next five years in retail banking, and his recommendations for what financial institutions must do in order to stay ahead of the curve.

How to Gather $100B in assets over Twitter
Reaching the Next Gen Affluent

For the Baby Boomer generation, affluent service was a combination of high-touch & high class: a personal banker, exclusive events, mahogany furniture and plush carpets. For Generation X, the first group to grow up in the digital and internet age, affluent morphed to include some degree of empowered self-direction and access.
For generations growing up today where digital, internet, social and mobile are the norm…what will “affluent service” mean to them? What impact do these changing expectations have on the future of retail financial services: both banking and brokerage/wealth management?

In this session, Alex Sion, President of Movenbank, will share his perspective on the changing needs and perceptions of the affluent consumer. He’ll also explore the direct implications on the marketing, distribution, sales and service models for serving affluent customers. Answering questions like :

• Do mobile and social matter? How & Why?
• What does “financial planning” look like in a mobile and social world?
• What is the future role of the financial advisor?
• How to make money and win with the mass affluent customer?

Innovation: No Country for Old Men?

Who says that you have to be under the age of 30 and single to launch a start up? Who says that having 2 kids, a wife and a mortgage prohibits you from taking a hard left turn at the point in your career where you should begin to coast and rest on your laurels? Who says that disruption and innovation are the privileged territories of the young, brash and idealistic with little to loose?

In this session, Alex Sion, President of Movenbank, will share his experiences in launching one of the most innovative and disruptive firms in the U.S. start-up community. Movenbank is using mobile payments, social and big data to transform the way people think about money and everyday banking. But in order to launch Movenbank, Alex had to first transform his ideas about career, life, and the meaning of success. Learn about and be inspired by the story of the journey.

Why you can’t innovate your way out of a paper bag
What does it take to drive innovation in perhaps the most stubbornly conservative of all industries: Banking? First, you need a vision of the future. Second, you need the courage and confidence to re-write things that have been written in stone and to get those stones thrown at you. Third, you need to forget everything you know, then stop…look…and listen.
In this session, Alex Sion, President of Movenbank, will talk about the process of disruption and innovation within the context of the Movenbank journey. How did the idea of Movenbank “happen”? How did an idea become a concept? How did a concept organize into a team that embarked on a mission to re-invent perhaps the biggest industry of all? And how did that idea get “sold”? — to the market, to investors, to customers, and to the team itself?

Full Biography

Full bio coming soon