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

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

Marvin Zonis

Marvin Zonis

Marvin Zonis is a leading expert on the global economy and on political risk. Professor emeritus at the University of Chicago Booth School of Business, Zonis’ insights into the intersection of politics, economics and emerging technologies make him a valuable and always timely keynote speaker for a vast range of businesses and organizations. His sharpest skill is presenting, in vivid detail illustrated by real world examples, the developments and trends impacting the contemporary social, political and economic landscape. The former director of the Center for Middle Eastern Studies at the University of Chicago, he is an authority on Middle Eastern politics, and has spent the last 50 years studying the volatile mix of Islam, terrorism, and the Middle East. At the University of Chicago, he continues to teach courses on International Political Economy, Leadership, and Business Strategy in the Era of E-Commerce, and consults with corporations and professional asset management firms throughout the world, helping them to identify, assess, and manage their political risks in the changing global environment. Zonis is a member of the Board of Directors of CNA Financial, serves on the Board of the Institute for Psychoanalysis and is a Fellow of Diamond Management and Technology Consultants, a global consulting firm. He is also a member of the U.S. Comptroller General’s Board of Advisers at the GAO. Zonis has written extensively on the intersection of digital technologies and globalization, emerging markets, Middle Eastern politics, the oil industry, Russia, and U.S. foreign policy. His writing has been featured in The Financial Times, The New York Times, The International Herald Tribune, Chief Executive Magazine, La Vanguardia, The Boston Globe, and the Japanese journal Nikkei Weekly. His books include The Kimchi Matters: Global Business and Local Politics in a Crisis Driven World; The Eastern European Opportunity; Majestic Failure: The Fall of the Shah; Khomeini and the Islamic Republic of Iran, and his latest, Risk Rules: How Local Politics Threaten The Global Economy, which shows that globalization (and events like the recent overthrow of the long-time leaders in Egypt and Tunis; the global recession triggered by the U.S. credit crisis in 2008; and the wars in Iraq and Afghanistan) makes understanding the political economies of different countries more important than ever. He is a commentator for a range of media outlets, including NPR, the BBC, and ABC News, where he served as a special consultant for the Middle East. Read more

Robert Rebhan

Robert Rebhan

An advocate for privacy and financial security, former Detective Sergeant Robert Rebhan has spent the last 16 years coordinating fraud-prevention training, specializing in point-of-sale fraud control and merchant fraud awareness for American Express. His extraordinary knowledge of the business world and of what it takes to minimize risks and stay in business makes him one of the country’s most requested professional speakers. Rebhan motivates his audiences to review passive lifestyle and business practices and join the 21st century in a technological and common-sense fight against fraud. Read more

Mark Zandi

Mark Zandi

A trusted adviser to policymakers and an influential source of economic analysis to business leaders, journalists and the public, Mark Zandi frequently testifies before Congress and has been consulted by the Obama administration as well as Senator John McCain’s presidential campaign. His clear and articulate explanations of complex economic and financial phenomena have made him a sought-after speaker at client briefings and conferences, a nonpartisan consultant to government officials, and a valued source of facts and analysis for major news media outlets. As chief economist and co-founder of Moody’s Economy.com, Zandi directs the firm’s research and consulting activities for businesses, government agencies, and other entities in the U.S. and around the globe. His recent research has focused on the determinants of mortgage foreclosure and personal bankruptcy, analyzed the economic impact of various tax and government spending policies, and assessed the appropriate policy response to bubbles in asset markets. He is the author of Financial Shock, a critically acclaimed exposé of the financial crisis. A respected economist who has the ear of policymakers around the world, Mark Zandi is an unequaled resource to those looking to understand the complexities behind an economy in flux. Read more

Gene Stanaland

Gene Stanaland

Dr. Gene Stanaland has been called the “Will Rogers of Economics.” He has the uncanny ability to take complex subjects and make them understandable and entertaining. Through his wit and style he makes the “dreary science” exciting, leaving audiences laughing and informed. Possessing a unique ability to analyze current economic conditions and relate their impact on individuals and businesses in an understandable and entertaining way, Stanaland leaves audiences entertained but also educated about the economic realities of the day. Read more

Jeremy Siegel

Jeremy Siegel

Dr. Jeremy Siegel is the Russell E. Palmer Professor of Finance at the Wharton School of the University of Pennsylvania. He has spoken at professional and investor conferences and seminars arranged by major brokerage firms, mutual funds, and other financial organizations, as well as to hundreds of groups on topics in economics, financial markets, and portfolio planning. Siegel is dedicated to providing research and insight that enables both financial services professionals and investors to understand and profit from future developments in the economy and financial markets. Author of The Future for Investors and Stocks for the Long Run, the legendary Jeremy Siegel offers sage economic advice for today’s economic climate, and his landmark research in long-term stock and bond returns, published in his books, is credited by many as contributing to and expanding the great bull market of the recent past. A regular columnist for Kiplinger’s Personal Finance magazine and Yahoo! Finance and contributor to The Wall Street Journal, Barron’s and The Financial Times, Siegel provides a penetrating look at the forces shaping today’s markets. A frequent guest on CNN, CNBC and NPR, Siegel delivers unique and practical insights to financial experts and novices alike. In a worldwide ranking of business professors, Prof. Siegel recently received BusinessWeek’s highest rating. Read more

Arthur Levitt

Arthur Levitt

An experienced market veteran and the longest serving chairman of the Securities Exchange Commission, Arthur Levitt worked tirelessly to educate, empower and protect America’s investors, and as chairman, cared deeply about the stability of the market. He foresaw the accountability issues that contributed to Enron, and warned Congress; he pushed for improving the quality of financial reporting, including strengthening the oversight role of corporate audit committees; and worked to level the information playing field through legislation that required companies to release important information to all investors at the same time. Read more