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.


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 as well as

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.

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

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, 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

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.

Levitt offers insights regarding current and potential market regulation, how it will trend and what today’s regulatory climate will mean for investors and shareholders alike. Before joining the SEC, Levitt served as the chairman of the New York City Economic Development Corporation and as chairman of the American Stock Exchange after spending sixteen years on Wall Street. He is presently Senior Advisor to The Carlyle Group and on the board of Bloomberg LLP. He’s also the author of Take On The Street: What Wall Street and Corporate America Don’t Want You to Know/What You Can Do to Fight Back.




The Future of Corporate Governance
Perhaps nothing is more important – or more difficult – than navigating the compliance and regulatory issues governing today’s market. For corporations to survive and thrive, a clear coherent understanding of Sarbanes-Oxley regulation, along with current and potential regulation is not only important, but necessary. Former SEC Chairman Arthur Levitt provides audiences with innumerable strategies to continue being compliant, and avoid penalties and investigations.

Take On The Street
Former SEC Chairman Arthur Levitt’s sympathies have always been with the everyday investor: from establishing a website that allows free and easy access to corporate filings and investor education materials to holding numerous investor town meetings throughout the country to hear investors’ concerns, Levitt has always made their needs a priority. In this presentation, based on his best-selling book of the same name, Levitt reveals the tactics of wise investment in plain language, then spells out how to intelligently invest in mutual funds and the stock market. His advice, aimed not only at individual investors but also at brokerages and investment houses, shows audiences how to interpret annual reports, understand press releases and draw from more from reliable sources.

Pensions: The Coming Crisis
The pension crisis for U.S. businesses and employees is once again making headlines, threatening to engulf U.S. automakers as it did with steel companies and the airline industry. For three decades, the current pension structure has allowed a “shell-game” system of pension accounting to develop that misleads taxpayers and investors about the true fiscal health of their cities and companies, while allowing management to make promises to workers that saddle future generations with huge costs. Solutions are underway: proposals to shore up the Pension Benefit Guaranty Corporation (PBGC) are making their way through Congress. However, the problem will only get worse unless immediate action is taken to bring accuracy, transparency and accountability to pension accounting. Arthur Levitt, former chairman of the Securities and Exchange Commission, provides an all-too-salient discussion of the current pension problems faced by today’s economy, along with recommendations about repairing them – for both the short and long term.

Full Biography

Arthur Levitt was the 25th and longest serving chairman of the United States Securities and Exchange Commission. First appointed by President Clinton in July 1993, the President reappointed Levitt to a second five year term in May 1998.

He left the Commission on Feb 9,2001.

Investor protection was Levitt’s top priority. Throughout his tenure, Levitt worked to educate, empower and protect America’s investors. In a series of moves designed to enhance efficiency and improve competitiveness, Levitt initiated the most sweeping changes to US securities markets since the creation of the SEC. These innovative policies constituted a regulatory framework which revolutionized the structure of security markets creating, for the first time, for- profit exchanges, Alternative Trading Systems and electronic markets, while maintaining customer protection and market transparency.

Key policy initiatives:

• Strengthening the independence of auditors and the profession’s self-regulatory functions.

• Leveling the playing field for all investors through Regulation Fair Disclosure requiring companies to release important information to all investors at the same time.

• Bringing reform to municipal debt markets by eliminating pay-to-play and improving price transparency.

Before joining the Commission, Levitt owned Roll Call, a newspaper covering Congress. From 1989 to 1993, he served as chairman of the New York City Economic Development Corporation and from 1978 to 1989 he wascChairman of the American Stock Exchange. He worked for The Berkshire Eagle in Pittsfield, Massachusetts and Time magazine before working for 16 years on Wall Street.

He is presently a senior advisor to The Carlyle Group, Goldman Sachs, Promontory Financial Group and GETCO, LLC, a member of the Board of Bloomberg LLP and a member of the American Academy of Arts and Sciences. He graduated Phi Beta Kappa from Williams College in 1952 before serving for two years in the US Air Force.

Levitt’s bestselling book, TAKE ON THE STREET: What Wall Street and Corporate America Don’t Want You to Know/What You Can Do to Fight Back was published by Pantheon Books in October, 2002.