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

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.

A CNBC contributor who is regularly quoted in the press around the world, his blog is number one on CNBC’s website. In addition to his daily newsletter The Busch Update, his columns in Forbes and his monthly columns for SFO (Stock, Futures, and Options) Magazine, Busch has written World Event Trading: How To Analyze and Profit From Today’s Headlines.

Andy has appeared for the last three years on CNBC’s The Closing Bell with Maria Bartiromo and is a CNBC contributor. Also, he appeared on FOX Business, Canadian BNN’s SqueezePlay, Bloomberg TV, and numerous CNN shows including Lou Dobbs Tonight. He is regularly quoted in the following press: Wall Street Journal, Reuters News Services, Dow Jones News Services, Associate Press, and the Globe and Mail.

PROGRAM TOPICS

Lucky 13: Can we turn the corner?
Will 2013 prove to be the year where the global economic recovery sustains itself or will it fall into recession? Andrew Busch, editor and publisher of the Busch Update financial and political newsletter, draws on his thirty years of market experience to provide the opportunities and problems that lie ahead this year. As seen weekly on CNBC’s Money in Motion, Busch breaks down the chaos into clear, easily understood analysis with his unique perspective and humor. “After getting run-over by the biggest and baddest financial market players in the world and surviving, I can not only tell you their license plate numbers, but also how to get the economic bugs out of your teeth.” Andrew Busch will help you understand the forces of central banks and public policy makers as they attempt to pump up global economic growth. Europe, China and the United States are covered and connected to show you how they impact your world.

Dis-function in DC: What to expect, watch and avoid
The fiscal cliff, the economic bungee and Taxmageddon are all new terms to the political and economic landscape for 2013. Now more than ever, the intersection of politics and markets is key to understanding how the world works and how it impacts your business. As an outside advisor on financial markets to Bush administration and the McCain campaign, Andrew Busch has for the last thirty years focused on how Washington has impacted the economy, the financial markets and the world. US Treasury Secretaries John Snow, Hank Paulson and Tim Geithner as have sought out Busch’s advice on jobs, taxes and fiscal issues. In 2012, Busch met and advised: Sen. Orrin Hatch, Rep. Dave Camp and Rep. and VP candidate Paul Ryan. As seen weekly on CNBC’s Money in Motion, Busch details the upcoming winners and losers from the current combative and dis-functional US government with humor and insight.

Top Ten Risks for 2013: Positive and negative opportunities
The 2008 financial crisis, the European debt crisis and China’s stock market collapse were all three tailed events that have become the norm and not the exception in today’s market. Low probability, high-risk events generate uncertainty and opportunity for those willing to keep their eyes and options open in 2013. With his thirty years of financial market experience, Andrew Busch will detail what he sees as the top ten risks for 2013 that can create a +/- 10% move in the markets. From an election in Germany to the outlook for the US housing recovery, Busch supplies his unique brand of analysis and ideas. As author and publisher of the Busch Update, Busch has investigated and written on top, market moving events including his book, World Event Trading: how to profit from today’s headlines. (Wiley, 2007) Since March of 2011, Busch has shared his views on CNBC’s Money in Motion show with keen analysis and humor that shows how the global markets are connected and how they impact your world.

Gold, Oil and Ag: The volatile mix of commodities and quantitative easing
The US Federal Reserve, the Bank of England and the Bank of Japan are all on quest to promote economic growth using the most dangerous monetary tool available: quantitative easing. What will this mean for the value of gold, energy and agriculture products in 2013? Editor and publisher of the Busch Update, Andrew Busch will share his thirty years of expertise in the financial markets and detail not only which central bank succeed or fail, but also how their actions impact the commodity markets. As he does on CNBC’s Money in Motion, Busch breaks down the global central bank actions for your audience to show how they generate big moves in the value of gold, energy and agriculture products. Busch has enlightened and entertained farmers, bankers and politicians on the pitfalls and pratfalls that happen when Bernanke, Carney and Shirakawa, print unlimited amounts of money.

Full Biography

Andrew B. Busch is the Editor-in-chief for the global market and public policy newsletter, “The Busch Update.” He is regular panelist on CNBC’s new show, “Money in Motion” that appears every Friday. His views can be found on www.andrewbusch.com as well as CNBC.com.

For 22 years, he was with BMO Capital Markets and has written the Busch Update for the last 13 years. He was named BMO’s Global Currency and Public Policy Strategist in 2007. Based in Chicago, he is a recognized expert on the world financial markets and how these markets are impacted by political events.

He provides clients with analysis on public policy issues for China, Europe and the United States. Public policy is of growing importance as the role of government has become more intertwined with the markets and the private sector.

On a regular basis, Andy consults with staff from the U.S. Department of the Treasury and Congress on economic, financial market and tax issues. In 2011, Andy was asked to testify in front of Congress on the effectiveness of the 2009 Stimulus package. From 2004 to 2008, he was an outside advisor to the US Treasury Department and White House on the economy and financial markets. Andy had a similar role for the 2008 McCain campaign. He has met and advised the last three US Secretary of the Treasury including John Snow, Hank Paulson and Tim Geithner.

In addition to his CNBC show, Andy is widely followed by clients and media for his daily commentaries and his frequent appearances on major financial news outlets, including: the WSJ, The Hill, Politico and USA Today. In 2007, he published his book entitled, “World Event Trading: How to profit from today’s headlines” by Wiley.

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.

She is a two-time Emmy Award-winning television host, New York Times mega bestselling author, magazine and online columnist, writer/producer, and one of the top motivational speakers in the world.

Just like a good mutual fund, Suze Orman keeps getting better over time. Her speech to over 3,000 working women in Denver was the show stopper of the day. She exceeded our expectations as we watched our audience feverishly write everything Suze had to say. Without a doubt, she changed the way these women used to think about money and risk. Unlimited The Empowerment Seminar for Women Suze is the contributing editor to “O” The Oprah Magazine, the Costco Connection Magazine and the host of the award winning Suze Orman Show on CNBC.

Over her television career Suze has accomplished what no other television personality has before; Not only is she the single most successful fundraiser in the history of Public Television (PBS) but she has also garnered an unprecedented six Gracie Allen Awards, more than anyone in the history of this prestigious award. The Gracies recognize the nation’s best radio, television, and cable programming for, by and about women.

TOPICS

9 Steps to Financial Freedom: Practical and Spiritual Steps So You Can Stop Worrying

The Road to Wealth: A Comprehensive Guide to Your Money

You’ve Earned It, Don’t Lose It : Mistakes You Can’t Afford to Make When You Retire

The Courage to Be Rich

Full Biography

Suze Orman has been called “a force in the world of personal finance” and a “one-woman financial advice powerhouse” by USA Today. A two-time Emmy Award-winning television host, New York Times mega bestselling author, magazine and online columnist, writer/producer, and one of the top motivational speakers in the world today, Orman is undeniably America’s most recognized expert on personal finance.

Orman is the contributing editor to “O” The Oprah Magazine, the Costco Connection Magazine and for the last nine years host of the award winning Suze Orman Show, which airs every Saturday night on CNBC. Over her television career Suze has accomplished that which no other television personality ever has before. Not only is she the single most successful fundraiser in the history of Public Television, but she has also garnered an unprecedented seven Gracie awards, more than anyone in the 35-year history of this prestigious award. The Gracies recognize the nation’s best radio, television, and cable programming for, by, and about women.

In October 2010 Forbes honored Orman as one of “The World’s 100 Most Powerful Women”. In May 2010 Orman was presented with an Honorary Doctor of Commercial Science degree from Bentley University. In that same month, Orman received the Gracie Allen Tribute Award from the American Women in Radio and Television (AWRT); the Gracie Allen Tribute Award is bestowed upon an individual who truly plays a key role in laying the foundation for future generations of women in the media. In October 2009 Orman was the recipient of a Visionary Award from the Council for Economic Education for being a champion on economic empowerment. In July 2009 Forbes named Orman 18th on their list of The Most Influential Women In Media. In May 2009 Orman was presented with an honorary degree Doctor of Humane Letters from the University of Illinois. In May 2009 and May 2008 Time Magazine named Orman as one of the TIME 100, The World’s Most Influential People. In October 2008 Orman was the recipient of the National Equality Award from the Human Rights Campaign. In April 2008 Orman was presented with the Amelia Earhart Award for her message of financial empowerment for women. Saturday Night Live has spoofed Suze five times during 2008-2010.

Orman who grew up on the South Side of Chicago earned a bachelor’s degree in social work at the University of Illinois and at the age of 30 was still a waitress making $400 a month.

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, 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 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