All posts in Risk Management

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…

Jeff Hester

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Dr. Jeff Hester is an internationally known astrophysicist whose famous Hubble Space Telescope image, the “Pillars of Creation”, was recently selected by Time Magazine as one of the 100 most influential photographs in history. As a member of several Hubble science teams he has been a part of some of the most extraordinary and high stakes events in the history of science.Today he is sharing his experience and insight, helping companies and organizations strengthen their knowledge and find opportunity in a complex world that is changing at an ever more rapid pace . Read more…

Clark Winter

Clark Winter -

Clark Winter is an internationally known commentator on the world economy, global financial markets and geopolitics. He founded Winter Capital International, an independent advisory firm that structured multi-manager portfolios by harnessing the talents of independent investment managers working worldwide; the company was later acquired by Citigroup.  Winter also served as the chief global investment strategist for Citigroup Global Wealth Mgmt, Citi Private Bank, Smith Barney and Goldman Sachs & Co as managing director and director of portfolio strategy. 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…

Peter Schutz

Peter Schutz

Peter Schutz, former CEO of Porsche A.G., assumed command of the company in the early 1980s while it was in the midst of its first money-losing crisis. During his tenure, Porsche’s worldwide sales grew from 28,000 units to over 53,000 units in 1986, more than doubling revenues. Prior to his arrival at Porsche, Schutz served fifteen years at Caterpillar Tractor Co., in a variety of engineering tasks, and eleven years at Cummins Engine Company, three in corporate strategic planning and eight years as vice president responsible for sales and service of truck engines. In 1987, Schutz’s alma mater, IIT, honored him with the Outstanding Achievement Award, and the Henry Townley Heald Award, given for business ethics that have impacted an industry. Schutz and his partner Sheila Harris-Schutz operate Harris & Schutz, Inc., a knowledge exchange company, and he has lectured on leadership and business management techniques in the United States, Europe, Australia and Asia, including over 400 presentations to TEC (The Executive Committee, a worldwide organization of CEOs,) and to business conferences, and strategic planning and sales meetings for a number of corporations. Peter Schutz is the author of the book, The Driving Force. 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…

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