One of the Most Respected Voices on Wall Street and Speaker on Finance and Diversity
Sallie Krawcheck has a reputation for integrity, creativity, independence of thought, a sense of humor and an unrelenting focus on results, who has built a career that has reached the top levels of success across a range of functions: as a senior corporate executive, as a research analyst and now as an entrepreneur. Sallie Krawcheck is also CEO and Co-Founder of Ellevest, a digital investment platform for women. She was named number 9 on Fast Company’s list of the “100 Most Creative People 2014,” she has also been referred to as one of the most successful, strategic and influential executives in financial services. From turning around and growing troubled wealth management businesses to eliminating Wall Street conflicts of interest and advocating a true client-centered business model, Fortune Magazine called her “The Last Honest Analyst” during her tenure at Sanford Bernstein. She spent years as the guardian of such brands as Smith Barney, Merrill Lynch and US Trust.
Krawcheck has often noted that “Investing in women is simply smart business” and is expressing this view through her ownership in the Ellevate companies. The Ellevate network (formerly 85 Broads) is a 34,000-strong (and growing) global professional woman’s network, the most expansive and diverse of its kind. Sallie is also the Chair of the Pax Ellevate Global Women’s Index Fund, which invests in the top-rated companies for advancing women.
Krawcheck's embrace of social media as a means of including more people in her frank business conversations on women and business, regulatory reform and investor protection has garnered her more than 500,000 followers as a LinkedIn’s INfluencer and more than 22,000 followers on Twitter.
A Tar Heel fan through and through, Krawcheck also spends her time advising start-up companies, focusing on education-oriented philanthropy and serving on a variety of boards.
Matthias Kröner known as ‘mk’ - has been bringing his visionary brand of thinking to financial services for 25 years. Over this time he has acquired vast insight into corporate strategy, innovation-leadership and M&A - during a period of fundamental transformation in the banking industry.
His extensive practical knowledge of the regulatory environment combined with a deep understanding of technological trends such as big data, AI, blockchain open banking and financial inclusion - has enabled Matthias to build bridges between the traditional banking world and FinTech-powered digital banking platforms.
Matthias’ entrepreneurial style was the driving force behind two highly disruptive financial service companies. As Founder and CEO of Fidor Bank and DAB Bank, he built both organizations from scratch - forging his reputation as a key figure in the FinTech movement. The Fidor project began in 2007 - long before the FinTech boom started, and positioned Fidor at the forefront of global FinTech development, becoming known as the “oldest FinTech bank in the world”.
Under his leadership, DAB Bank and Fidor Bank won numerous awards: Best Banking Innovation in San Francisco in 2013; the Celent Model-Bank-of-the-Year award in 2015 and 2019; and WEF´s Award for young companies in 2015 to name but a few. DAB Bank underwent a highly successful IPO in 1999 at a top valuation of €1.5 billion. Fidor Bank was sold to a major French banking group - in one of the very first successful major trade-sale acquisitions within the FinTech industry in 2016.
After beginning his career in the hospitality business, Matthias brought his expertise in customer-centric experiences to the world of financial services. The core of his philosophy centered on how financial services organizations can use technology to effectively engage their retail and SME customers with innovative, value-adding business and service models.
Matthias was at the helm as Fidor pioneered one of the world’s first Banking-as-a-Service offerings, enabling start-ups to achieve scale and become part of the digital ecosystem. Building a bridge from innovation to regulation - he brokered the first cooperation between a regulated bank and crypto-currency trading platforms. As well as this, Fidor enabled non-banks to offer full banking services for the first time in a collaboration with Telefonica in 2016.
Since standing down as CEO of Fidor in March 2019, Matthias has sharpened his focus on how technology can be used to build bridges between financial services and impactful projects that help to make the world a better place. Concepts such as green finance and financial inclusion have the potential to positively affect the lives of millions of people - and his mission is to democratize access to banking and self-determined finance management, using digital financial services to create meaningful, sustainable change.
Matthias acts as an advisor to regulators and central banks. He is a member of the International Technology Advisory Panel (ITAP) of the Monetary Authority of Singapore (MAS). His geographical expertise covers Europe, Asia, the Americas and the Middle East - and he is recognized as a thought leader, a multi-award-winning inspirational keynote speaker and blogger. He is a senior advisor to several companies, as well as a successful incubator; he is also an investor in several highly innovative start-up companies through his company Professional Development GmbH.
Professor of Finance at Harvard University, renowned speaker on behavioral economics.
Laibson is also a member of the National Bureau of Economic Research, where he is Research Associate in the Asset Pricing, Economic Fluctuations, and Aging Working Groups.
Laibson serves on numerous editorial boards, as well as the boards of the Health and Retirement Survey and the Pension Research Council.
He is a recipient of a Marshall Scholarship and grants from the National Science Foundation, the MacArthur Foundation, the National Institute on Aging, the Sloan Foundation, the Social Security Administration, and the Financial Industry Regulatory Authority (FINRA).
David Laibson co-organizes the Russell Sage Foundation's Summer School in Behavioral Economics. He has received the PBK Prize for Excellence in Teaching. Laibson's research focuses on the topic of psychology and economics and his work is frequently discussed in the New York Times, The Wall Street Journal, The Financial Times, the Economist, Business Week, Forbes, Fortune, Money, Wired Magazine, Pensions and Investments, the New Yorker the PBS program Wealthtrack, and the Bloomberg television network.
In 2005, Fortune named Laibson one of 10 people to watch. In 2008 Wired Magazine included Laibson on the
2008 Smart List: 15 People the Next President Should Listen To.
In 2006 Laibson served as an external reviewer for the Department of Labor regulations that implement the Pension Protection Act. In 2009 Laibson was appointed to the Harvard University Pension Investment Committee. Laibson holds degrees from Harvard University (BA in Economics, summa cum laude), the London School of Economic (MSc in Econometrics and Mathematical Economics), and the Massachusetts Institute of Technology (PhD in Economics).
Keynote Speaker, Futurist & Humanist, Author, CEO The Futures Agency, Film-Maker
Gerd Leonhard’s passions are the future of humanity, culture, society - and business in the face of exponential technological progress. In his keynotes, talks, presentations, and seminars, Gerd addresses topics such as digital ethics (the ethics of technology), artificial intelligence (AI), the future of work and jobs, rebooting education, the digital transformation of business and society, the future of politics - and many more issues focussing on the next 5-10 years.
In a world dominated by technology, data and algorithms, robots and intelligent machines - what will it mean to be human? Are humans and machines really destined to ‘converge’? What do we need to do, today - to make sure that human happiness and collective ﬂourishing remain the most important objectives? Is our current economic system suitable for a future where technology is virtually unlimited?
Gerd’s latest best-selling book is Technology vs. Humanity - now available in 10+ languages. He is also a ﬁlm-maker, to view his videos - please visit Vimeo and Youtube.
Best-selling author and keynote speaker on sustainable business for financial service professionals.
Duncan MacPherson is the CEO of Pareto Systems, an industry leading business development firm dedicated to the elite professionals and companies within the knowledge-for-profit sector. Duncan and his team of consultants work with professionals in a wide range of fields including Financial Services, Insurance, Accounting, Legal, Mortgage, and Consulting to create predictable, sustainable, and duplicable businesses. Pareto Systems is well known for its approach which is based on best practices and for its focus on implementation.
As a speaker in high-demand, Duncan travels extensively throughout North America and around the world, conveying dynamic and fact-rich presentations that have made him a popular spokesperson for the knowledge–for-profit industry.
Duncan is also an industry author and has written two best-selling books: Breakthrough Business Development, Take Your Business to THE NEXT LEVEL, and the recently released The Advisor Playbook. Achieving a business breakthrough is done by design, not by luck or chance. Duncan offers a clear plan to take your business to the next level.
Renowned financial expert, a New York Times best-selling author, and a pioneering online commentator.
When investors, financial professionals, and discerning citizens need a big-picture view of what’s going on in the economy, they turn to John Mauldin. And for good reason. John has dedicated more than 30 years to keeping people informed about financial risk.
John is a visionary thinker, a noted financial expert, a New York Times best-selling author, a pioneering online commentator, and the publisher of one of the first publications to provide investors with free, unbiased information and guidance—Thoughts from the Frontline.
Thoughts from the Frontline began as John’s way of sharing his thoughts with a few associates. Some 16 years later, it is one of the most widely read investment newsletters in the world. From his timely warnings of impending recessions in 2000 and 2008, prescient calls on market moves to thoughtful pieces on what the new Republican administration should do in in 2017, John has blazed his own trail as one of the most respected macroeconomic minds in the field.
He publishes Thoughts from the Frontline through Mauldin Economics, of which he is Chairman. Mauldin Economics publishes a growing number of investing resources, including both free and paid publications aimed at helping investors thrive in today's challenging economy.
Frequent contributor to publications including The Financial Times and The Daily Reckoning, John is also a regular guest on CNBC, Yahoo Tech Ticker, and Bloomberg TV. His books have appeared on the New York Times Best Sellers list four times. They include Bull's Eye Investing: Targeting Real Returns in a Smoke and Mirrors Market, Just One Thing: Twelve of the World's Best Investors Reveal the One Strategy You Can't Overlook, and Endgame: The End of the Debt Supercycle and How it Changes Everything.
John is also President of Mauldin Solutions, LLC, an investment advisory firm registered with multiple states; and President and a registered principal of Mauldin Securities, LLC, member FINRA-SIPC.
Together with Mauldin Economics, John proudly hosts the Strategic Investment Conference, an annual gathering of some of the world’s most brilliant economists and analysts. Thanks to its blue-ribbon lineup of past speakers and growing reputation as an incubator of forward-thinking investment strategies, the SIC is fast becoming one of the most hotly anticipated economic events of the year.
Former White House Adviser & Speaker on Global Energy Policy and Economic Outlook
Robert McNally is the founder and President of The Rapidan Group, an independent energy consulting and market advisory firm based in the Washington DC area. Mr. McNally's clients include leading global energy market investors, producers, and traders. Mr. McNally’s 24-year professional career includes senior financial market and official posts spanning economic, security, and environmental aspects of energy market analysis, strategy, and policy-making.
Mr. McNally started his professional career in 1991 as an oil market analyst and consultant with Energy Security Analysis, Inc. In 1994, he joined Tudor Investment Corporation and for twelve subsequent years analyzed energy markets, macroeconomic policy, and geopolitics for Tudor portfolio managers, earning promotion to Vice President and Managing Director. From 2001 to 2003, Mr. McNally served as the top international and domestic energy adviser on the White House staff, holding the posts of Special Assistant to the President on the National Economic Council and, in 2003, Senior Director for International Energy on the National Security Council. Mr. McNally served in the Peace Corps in Senegal from 1988-1990.
Mr. McNally earned his double major BA/BS in International Relations and Political Science from American University and his MA in International Economics and American Foreign Policy from Johns Hopkins Paul H. Nitze School of Advanced International Studies (SAIS). He was co-chair for energy policy on the 2008 Romney Campaign, served on the Policy Advisory Committee for Senator Marco Rubio's 2010 campaign, and regularly advises congressional and administration officials on energy policy and markets. Mr. McNally is a Member of the National Petroleum Council and is a non-resident fellow at Columbia University’s Center on Global Energy Policy.
Mr. McNally has testified to the House and Senate on energy markets and national security and speaks to professional conferences on energy markets, policy, and geopolitics. He has been published in Foreign Affairs (co-authored essay with Michael Levi, July/August 2011) and has been interviewed by CNN, The Economist, Fox Business, The Financial Times, The Washington Post, National Journal, Platts Energy Week TV, PBS' Great Decisions in Foreign Policy series, Bloomberg News, Aviation Daily and other programs and journals.
He is the author of the forthcoming book Crude Volatility: The History and the Future of Boom-Bust Oil Prices, from Columbia University Press, 2016.
Europe’s leading futurist. Speaker on global political economy, commentator for The Independent.
Hamish talks about the forces that will change the world over the next generation, and the implications these have for the business world.
Audiences leave understanding these forces and how leaders can plan to meet those challenges in his highly customized keynote presentation.
Hamish McRae is one of Europe's foremost speakers on global future trends in economics, business and society. He is Associate Editor of The Independent Newspaper in London and Principal Economic Commentator for The Independent and The Independent on Sunday and a columnist for the London Evening Standard best selling author.
Past clients include: Bell Microsystems, Deloitte, Fujitsu, Eversheds, TNT, KPMG, The Astana Economic Forum and PwC.
Hamish McRae is one of Europe's foremost speakers on global future trends in economics, business and society. He is Associate Editor of The Independent Newspaper in London and Principal Economic Commentator for The Independent and The Independent on Sunday and a columnist for the London Evening Standard. He is the author of the acclaimed work on the future, The World in 2020: Power, Culture and Prosperity, which was long-listed for the Business Book of the Year at the FT/Goldman Sachs Awards in New York in 2010. Following its publication he became a sought-after speaker on trends in the economy, technology and business.
As a speaker, Hamish is in demand around the world for his lucid insights into the forces such as technology, demography, globalisation, natural resources, and government policies shape the economy and influence business strategy. He examines likely future scenarios for business, government and society.
Hamish's other books include Capital City - London as a Financial Centre, co-authored with Frances Cairncross, and Wake-up Japan, co-authored with Tadashi Nakamae. and What Works: Success in Stressful Times, which was long-listed for the Business Book of the Year at the FT/Goldman Sachs Awards in New York in 2010.
He is an Adjunct Professor at Trinity College, Dublin, and a Governor of the National Institute for Economic and Social Research as an economic journalist, Hamish McRae was editor of Euromoney and financial editor of The Guardian before moving to The Independent.
Amongst his awards are the David Watt Prize for outstanding political journalism in 2005, the Business and Finance Journalist of the Year in the 2006 British Press Awards, and Communicator of the Year at the 2007 Business Journalist Awards.
He is now working on a new book, provisionally entitled The World in 2050, to be published in 2020.
International Economist, Journalist, Author and Broadcaster
David McWilliams is one of Ireland's leading economic commentators and was the first economist to identify the Irish boom as nothing more than a credit bubble, warning of its collapse and the consequences for the country. His objective is to make economics as widely available and easily understandable on as many platforms as possible. He was made Young Global Leader by the WEF at Davos. His daily financial markets update, www.globalmacro360 is read by tens of thousands of his 96,000 twitter followers.
He is an economist, writer, journalist, lecturer, broadcaster and documentary maker and has written four bestsellers, presented award-winning documentaries and brought a sell-out, one-man economics stand-up show to Ireland's renowned national theatre, the Abbey. He writes two economics columns a week in the Irish newspapers.
David's founded the world's only economics and comedy festival www.kilkenomics.com. In 2013, Kilkenomics was described by the Financial Times in the following simple terms;
we've been to lots of festivals and conferences, but Kilkenomics may be the best.
David teaches an online economics course,
Economics without and Boundaries and, his series of animated economics videos,
Punk Economics has been viewed by 500,000 people.
Once upon a time he had a real job working as an economist in the Irish Central Bank and later in the financial markets with UBS and Banque Nationale de Paris. He studied economics at Trinity College Dublin and the College of Europe in Bruges.
Global Economist, Author, Distinguished Scholar, and Investor in the Future
Dr. Dambisa Moyo is a pre-eminent thinker, who influences key decision-makers in strategic investment and public policy. She has earned a strong reputation as a top-tier opinion-former and trusted advisor on Macroeconomics, Geopolitics, Technology and Millennial themes. She is respected for her unique perspectives, her balance of contrarian thinking with measured
judgment - and her ability to turn economic insight into investible ideas.
Dambisa is a Board member of Barclays Bank. She holds a PhD in Economics from Oxford, a Masters from Harvard - and is recognized for fresh and innovative ideas as the author of four New York Times best-selling Books: Edge of Chaos: Why Democracy is Failing to Deliver Economic Growth and How to Fix It (2018), Winner Take All: China’s Race for Resources and What it Means for the World (2012), How the West Was Lost: Fifty Years of Economic Folly and the Stark Choices Ahead (2011), Dead Aid: Why Aid is Not Working and How There is a Better Way for Africa (2009).
Dambisa was named to the list of Time Magazine’s 100 Most Influential People in the World; has published in the Financial Times, WSJ, Barrons, Harvard Business Review and has travelled to 80 countries. In her spare time, she runs marathons, practices Pilates - and is an amateur boxer.
Speaker and Expert on Investor Psychology & Behavioral Finance, Coaching and Strategy for Traders & Investors
Speaker and Expert on Investor Psychology & Behavioral Finance
Co-author of MarketPsych: How to Manage Fear and Build Your Investor Identity, honored as one of the "3 Best Financial Books of 2010" by Kiplinger's Personal Finance.
Interviewed frequently by news and print media outlets and has been featured countless times on National Public Radio, Nightly Business Report, CNBCand World Business Review
Distinguishes himself from other speakers is his ability to take the weighty scientific and academic subjects of his training and communicate them in a practical, and often humorous way
Dr. Frank Murtha began his career at the New York-based consulting firm of RHR International Company, where he developed senior executives and pioneered a specialty in the emerging field of behavioral finance. In 2001, he co-founded MarketPsych LLC, the first Behavioral Finance consulting firm in North America, where he has specialized in helping financial professionals apply behavioral finance and strategies to build better relationships, gain referrals, increase assets under management and improve investment returns. Over the last decade, Dr. Murtha has presented hundreds of speeches and workshops for many of the world’s leading financial institutions. What most distinguishes Dr. Murtha from other speakers is his ability to take the weighty scientific and academic subjects of his training and communicate them in a practical, and often humorous way.
An investing psychology content expert, Dr. Murtha is interviewed frequently by news and print media outlets and has been featured countless times on National Public Radio, Nightly Business Report, CNBC and World Business Review. He works as a consultant, speaker, and writer based out of the New York City area. An award-winning author, his book, MarketPsych: How to Overcome Fear and Build Your Investor Identity was honoured by Kiplinger’s Personal Finance as one of “Three Best Financial Books of 2010”.
Keynote speaker Chandran Nair leads what he believes is a
first - an organisation focused on the relationship of Asian society and values with those of the rest of the world. He is the founder of the Global Institute for Tomorrow (GIFT), an independent social venture think-tank dedicated to advancing an understanding of the impacts of globalisation through thought leadership and positive action to effect change. Nair is a renowned international speaker, writer and facilitator and leading expert on globalisation and development in Asia.
Since 2004 Chandran has led GIFT to becoming a leading provider of experiential learning for the private, public and academic sectors. His role as Chairman of the Asia-Pacific region of Environmental Resource Management Consultancy, a position he held for over a decade, and his reputation as a provocative speaker, has attracted corporations and governments to seek his advice on a variety of leadership and business challenges in Asia. He has addressed many of these issues at forums around the world, and is a popular panelist on economic policy and sustainability platforms such as the World Economic Forum in Davos, APEC Summit and the Women's Forum for the Economy and Society.
He has served as an adjunct professor at Hong Kong University of Science and Technology where he taught MBA students and continues to provide strategic management advice and coaching to business leaders. In addition, he is co-founder and Chair of Avantage Ventures, a boutique social investment advisory firm based in Hong Kong and author of Consumptionomics: Asia's role in reshaping capitalism and saving the planet.
Behavioral Finance Expert, Associate Professor of Finance at the Haas School of Business, University of California at Berkeley
Terrance Odean is the Rudd Family Foundation Professor of Finance Group at the Haas School of Business at the University of California, Berkeley. He is a member of the Journal of Investment Consulting editorial advisory board, of the Russell Sage Behavioral Economics Roundtable, of the WU Gutmann Center Academic Advisory Board at the Vienna University of Economics and Business and is a Wall Street Journal Expert Panelist.
He received the James R Vertin Award from the CFA Institute in 2016. He has been an editor and an associate editor of the Review of Financial Studies, an associate editor of the Journal of Finance, a co-editor of a special issue of Management Science, an associate editor at the Journal of Behavioral Finance, a director of UC Berkeley’s Experimental Social Science Laboratory, a member of the Russell Investments Academic Advisory Board, a visiting professor at the University of Stavanger, Norway, chair of the Haas Finance Group, and the Willis H. Booth Professor of Finance and Banking.
As an undergraduate at Berkeley, Odean studied Judgment and Decision Making with the 2002 Nobel Laureate in Economics, Daniel Kahneman.
Peter Ricchiuti (Ri-Chooty) is clear, compelling, relevant, and entertaining (you know, exactly what you don’t expect from an economic speaker). He is the business professor you wish you had back in college. He teaches at Tulane University and has received numerous awards. In a competition, Peter’s teaching delivery skills placed him atop of entries from more than 400 universities representing 43 countries. He has been featured in/on The Wall Street Journal, BARRON’s, The New York Times, Bloomberg, CNBC and The Nightly Business Report.
Peter has addressed more than 1,200 organizations in 47 states and numerous countries. This includes a wide range of audiences including: nuns, corporate executives, financial planners, RV dealers, insurance associations, tin can manufacturers, waterpark owners and NFL players. He is often booked for repeat engagements and his speeches focus on what trends are ahead for the economy - and what the financial markets are telling us about the outlook for your particular industry or profession.
Peter began his career at the investment firm of Kidder Peabody & Co in Boston - and later managed more than $3 billion as the Chief Investment Officer for the State of Louisiana. He is the host of a popular weekly business show on NPR in New Orleans. Peter is a husband, father, author, media personality (and a darn good public speaker) who has attended baseball games in all 30 current major league ballparks.
Futurist, Best-selling Author and Speaker on Economic Changes & Trends, Renewable Energy Transition & Green Economy
Jeremy Rifkin is an American economic and social theorist, writer, public speaker, political and geopolitical advisor and activist. Rifkin is the author of 20 best-selling books about the impact of scientific and technological changes and trends on the economy, the workforce, society and the environment. The books have been translated into more than 35 languages. His most recent books include the international best-sellers, The Zero Marginal Cost Society (2014), The Third Industrial Revolution (2011), The Empathic Civilization (2010), The European Dream (2004), The Hydrogen Economy (2002), The Age of Access (2000), The Biotech Century (1998), and The End of Work (1995). His latest book was released in the U.S. on 10-September-2019: The Green New Deal: Why the Fossil Fuel Civilization will Collapse by 2028, and the Bold Economic Plan to Save Life on Earth (St. Martin's Press). The German, French, Italian and Spanish translations are expected in October - followed by Chinese, Japanese, Korean and other translations into the new year.
Jeremy Rifkin has been an advisor to the leadership of the European Union since 2000. He has advised three presidents of the European Commission: Romano Prodi, Jose Manuel Barroso and the current President, Jean-Claude Juncker - as well as the European Parliament, and numerous EU heads of state, including Germany's Angela Merkel, on the ushering in of a smart green Third Industrial Revolution economy.
Mr. Rifkin’s New York Times bestselling book, The Third Industrial Revolution, provided the blueprint for the economic transition to a post-carbon ecological society across the EU. According to The European Energy Review, "perhaps no other author or thinker has had more influence on the EU's ambitious climate and energy policy than the famous American 'visionary' Jeremy Rifkin." In the words of Vice Chancellor and Economy Minister of Germany, Sigmar Gabriel, Jeremy Rifkin "is the economic and ecological worldwide ambassador of the energy transition… Rifkin presents a grand scenario for the future: a visionary approach unlike anyone has dared to put forward in the last fifty years that will boost our thinking and help with our orientation.”
Mr. Rifkin is also advising the leadership of the Peoples Republic of China on the build out and scale up of the Internet Plus Third Industrial Revolution infrastructure - to usher in a sustainable low-carbon economy. The Huffington Post reported from Beijing on October 29th 2015 that "Chinese Premier Li Keqiang has not only read Jeremy Rifkin's book, The Third Industrial Revolution, and taken it to heart - he and his colleagues have also made it the core of the country's thirteenth Five-Year Plan..." The Huffington Post goes on to say that "this blueprint for China's future signals the most momentous shift in direction since the death of Mao and the advent of Deng Xiaoping's reform and opening up in 1978."
Mr. Rifkin is President of the TIR Consulting Group, LLC - comprising many of the leading renewable energy companies, electricity transmission companies, engineering companies, construction companies, architectural firms, ICT and electronics companies, transport and logistics companies, advanced manufacturing companies, and economic modelers.
Mr. Rifkin is ranked 123 in the WorldPost/HuffingtonPost 2015 global survey of "The World's Most Influential Voices." Mr. Rifkin is also listed among the top 10 most influential economic thinkers in the survey. The survey was prepared at Massachusetts Institute of Technology - and used collective intelligence to correlate the rankings.
Since 1995, Rifkin has lectured at the Wharton School’s Executive Education Program at the University of Pennsylvania - where he instructs CEOs and senior management on transitioning their business operations into sustainable economies.
Talks about the nexus of economics, politics, culture, and the media.
Audiences get an expert analysis of America’s current and future role in the global economy, factors responsible for recessions, how Washington influences Wall Street and the markets, and the specific forecast for the U.S. economy over the course of the next 18-24 months. She is also well-versed in the stock market, investor behavior, consumer confidence, and what accountable capitalism looks like this year and beyond.
Expert economic forecaster who drove some of the highest ratings in the history of CNBC
Past clients include: American Resort Develop Manulife Financial, The Newport Group, San Diego State University
Marci Rossell electrifies audiences nationwide, speaking on the nexus of economics, politics, culture and the media. Her animated style was honed when she served as the popular, lively Chief Economist for CNBC in the months immediately following September 11th. She takes complex economic issues, often dull in the button-down business press, and makes them relevant to people's lives, families and careers.
Prior to her career in broadcast journalism, Marci served as Corporate Economist and Investment Spokesperson for OppenheimerFunds, one of the nation's largest mutual fund companies. Before moving to Wall Street, she was an expert witness for Deloitte and Touche in court cases involving economic issues. Marci began her career as an economist with the Federal Reserve Bank of Dallas. She currently serves as a senior economic advisor to Delphin Investments, an investment firm based in Stamford, CT.
Marci earned a PhD in Economics from Southern Methodist University. She brings a world of experience-from Main Street to Wall Street-when discussing the U.S. economy, international events and movements in capital markets.
Economist, keynote speaker on oil and energy, author of Why Your World is About To Get a Whole Lot Smaller.
Keynote speaker Jeff Rubin is an award winning international author and economist. After almost twenty years as Chief Economist and Managing Director of CIBC World Markets, Jeff Rubin resigned at the end of March 2009 to publish his international bestseller, Why Your World Is About To Get A Whole Lot Smaller: Oil and the End of Globalization. Simultaneously published by Random House in the US and Canada and by Virgin Books in the United Kingdom, his path-breaking book has now been
published in over 15 countries and in seven different languages.
NEWSWEEK wrote, "
Rubin's argument is powerful", while the Financial Times of London called the book, "O
ne of the year's best." A number-one, non-fiction bestseller in Canada, the book recently won the country's National Business Book Award, and was also a runner-up for the Financial Times Business Book of the Year Award.
In The End of Growth, Rubin argues that the end of cheap oil means the end of growth. What it will be like to live in a world where growth is over?
In his new book, The Carbon Bubble, Rubin argues that Canada's economic reliance on its oil reserves is misplaced. He argues that there is a lifeline to a better future. The very climate change that will leave much of the country's carbon unburnable could at the same time make some of Canada's other resource assets more valuable: its water and land. In tomorrow's economy, Canada won't be an energy superpower, but it has the makings of one of the world's great breadbaskets. And in the global climate that the world's carbon emissions are inexorably creating, food will soon be a lot more valuable than oil.
Over the course of his career in financial markets, Mr. Rubin's calls on interest rates and foreign exchange markets won him a number-one ranking in economics in the Brendan Wood International survey of institutional investors in Canada on no less than ten separate occasions.
Rebecca Ryan is a human sparkplug - part futurist, part economist. She is always engaging - and is one of America’s most influential and innovative thought leaders who helps cities and companies think around the corner to what’s next. Rebecca is the Resident Futurist at the Alliance for Innovation, a Senior Advisor at the Governing Institute, a faculty member at the Institute for Zen Leadership, the Founder of Futurist Camp, the inventor of Futures Labs - and the owner of NEXT Generation Consulting, Inc.
What is Strategic Foresight? "Strategic foresight" is a bland term for a great idea: to look into the future - and figure out what’s coming, so you can be ready. Rebecca is one of a few hundred people in the world who hold the designation of "APF" - conferred to full members of the Association of Professional Futurists. Her peers call her "one of the world's leading futurists" - and she has led foresight projects for Fortune 500 companies and many of America's most innovative cities.
She is the author of The Next Big Things: The Future of Local Government (2015), ReGENERATION: A Manifesto for America’s Future Leaders (2013), and Live First, Work Second: Getting Inside the Head of the Next Generation (2007).
As Founder of Next Generation Consulting, Rebecca leads the team that best-selling author Richard Florida calls, “One of the most reliable sources for leaders who want to attract and retain the next generation of creative workers." Rebecca has also been named: Top 100 Most Influential People by Accounting Today and Entrepreneur of the Year by U.S. Association for Small Business and Entrepreneurship.
Distinguished Geopolitical Analyst and Speaker on International Affairs
Jacob Shapiro is Partner and Director of Geopolitical Analysis at Cognitive Investments. Jacob oversees geopolitical analysis at CI, working with the CI research team to integrate geopolitics into CI’s investment strategies. He also authors the “Global Situation Report,” a weekly intelligence brief on the world’s most important developments.
Jacob hosts CI's podcast series, "Cognitive Dissidents," which features interviews with a diverse array of foreign policy, technology, and global business experts. Jacob is a prolific writer and frequent keynote speaker at conferences and events, known for challenging consensus views whilst retaining a healthy sense of irony.
In addition to CI, Jacob is the founder and Chief Strategist of Perch Perspectives. Perch is a business and political risk consulting firm that works directly with global businesses, helping them to identify and plan for key global risks to their supply chains, with special focus on the technology, agriculture, energy, and apparel industries.
Prior to joining CI, Jacob was Director of Analysis at Geopolitical Futures, which he co-founded with famed geopolitical strategist George Friedman. Before co-founding GPF, Jacob was Director of the Operations Center at Stratfor, the geopolitical intelligence firm. He received a master’s degree with distinction from Oxford University and a bachelor’s degree from Cornell University in Near Eastern studies.
When he doesn’t have his head buried in a book, you can find Jacob at a random pick-up basketball game somewhere in New Orleans doing his best Larry Bird impersonation.
Professor of finance at the Wharton School. Expert speaker on the economy and investment strategies.
Dr. Jeremy J. Siegel is the Russell E. Palmer Professor of Finance at the Wharton School of the University of Pennsylvania. He graduated from Columbia University and received his Ph.D. in Economics from the Massachusetts Institute of Technology. Dr. Siegel spent one year as a National Science Foundation Post-Doctoral Fellow at Harvard University.
Dr. Siegel has written and lectured extensively about the economy and financial markets, has appeared frequently on CNN, CNBC, NPR and others networks. He is a regular columnist for Kiplinger's and Yahoo! Finance and has contributed articles to The Wall Street Journal, Barron's, The Financial Times and other national and international news media. Prof. Siegel served for 15 years as head of economics training at JP Morgan and is currently the academic director of the U.S. Securities Industry Institute.
The author of numerous professional articles and three books, Dr. Siegel is best known for his investment book Stocks for the Long Run, which published its fourth edition in 2008, and was named by The Washington Post as one of the ten-best investment books of all time. His current book, The Future for Investors: Why the Tried and the True Triumph over the Bold and New was named one of the best business books published in 2005 by Business Week, the Financial Times, and Barron's magazine.
Prof. Siegel has received many awards and citations for his research and excellence in teaching. In November 2003 he was presented the Distinguished Leadership Award by the Securities Industry Association and in May 2005 he was presented the prestigious Nicholas Molodovsky Award by the Chartered Financial Analysts Institute to
those individuals who have made outstanding contributions of such significance as to change the direction of the profession and to raise it to higher standards of accomplishment. In 1994 Professor Siegel received the highest teaching rating in a worldwide ranking of business school professors conducted by Business Week magazine and in 2001, Forbes named JeremySiegel.com as one of the
Best Business School Professor websites.
Leading Geopolitical Intelligence Platform & Publisher
As the world’s leading geopolitical intelligence platform, Stratfor brings global events into valuable perspective, empowering businesses, governments and individuals to more confidently navigate their way through an increasingly complex international environment. Founded on the principle that transformative world events are not random, but are in fact predictable, Stratfor analyses and forecasts reveal the underlying significance and future implications of emerging developments.
Stratfor develops comprehensive, independent and unbiased analyses by examining global events through the lens of geopolitics and our proprietary methodology. That allows us to interpret the significance of today’s global events, cut through the noise, inform decision-making and develop a more accurate view of the future.
In 1996, a small group of political scientists and entrepreneurs decided to move their project, The Center for Geopolitical Studies at Louisiana State University, into the private sector. They traded Baton Rouge for Austin, Texas, an emerging center for innovation, and formed Stratfor around the idea that geopolitical analysis and accurate forecasting of global trends would be valuable to individuals and organizations seeking clarity and informed insight in today’s increasingly complicated international environment.
Richard Thaler won the Nobel Prize for Economics in 2017 for his work on behavioral economics. Richard studies the psychology of decision-making which lies in the gap between economics and psychology. He investigates the implications of relaxing the standard economic assumption that everyone in the economy is rational and selfish, instead entertaining the possibility that some of the agents in the economy are sometimes human. Thaler is the director of the Center for Decision Research, and is the co-director (with Robert Shiller) of the Behavioral Economics Project at the National Bureau of Economic Research.
Thaler is the co-author (with Cass R. Sunstein) of the global best seller Nudge in which the concepts of behavioral economics are used to tackle many of society’s major problems. In 2015 he published Misbehaving: The Making of Behavioral Economics. He has authored or edited four other books: Quasi-Rational Economics, The Winner's Curse: Paradoxes and Anomalies of Economic Life, and Advances in Behavioral Finance (editor) Volumes I and II. He has published numerous articles in prominent journals such as the American Economics Review, the Journal of Finance and the Journal of Political Economy.
Thaler is a member of the American Academy of Arts and Sciences, a Fellow of the American Finance Association and the Econometrics Society, and in 2015 will serve as the President of the American Economic Association.
Before joining the University of Chicago faculty in 1995 Thaler taught at the University of Rochester and Cornell as well as visiting stints at The University of British Columbia, the Sloan School of Management at MIT, the Russell Sage Foundation and the Center for Advanced Study in Behavioral Sciences at Stanford.
Originally from New Jersey, Thaler attended Case Western Reserve University where he received a bachelor's degree in 1967. Soon after, he attended the University of Rochester where he received a master's degree in 1970 and a PhD in 1974. He joined the Chicago Booth faculty in 1995.
For over 25 years, Dan Veto’s pioneering research and consulting have influenced leading organizations across diverse industries, as well as countless retirement professionals and their clients. His work illuminates the exciting promise and critical new financial and lifestyle responsibilities associated with longevity and the new retirement.
Over the past decade, Dan has been instrumental in developing and implementing Age Wave’s innovative, research-based professional and consumer learning programs. He specializes in educating and strategizing with financial advisors, clients, and other constituent groups on the unique priorities, needs, and challenges of longevity.
Dan is a highly sought-after keynote speaker on managing the changing nature of life after 50, particularly regarding the boomer generation’s unprecedented relationship to retirement. His dynamic presentation style consistently receives high praise, and his unparalleled insight into the real-life challenges and triumphs of aging and retirement is frequently featured in the media, including the New York Times, BusinessWeek, SmartMoney, and Financial Planning Magazine.
Prior to joining Age Wave, Dan served on the board of directors and was Chief Marketing Officer and Senior Vice President of Strategic Planning at Bankers Life, a firm focused on meeting the financial-security needs of retirees. He began his career at McKinsey & Company, a leading management consulting firm, where he advised financial services and health care clients in the United States, Mexico, and throughout Europe.
Dan earned a BS in Electrical Engineering from the University of Illinois, and an MBA from INSEAD, the international business school in Fontainebleau, France. He also earned a joint Gerontology certificate from the American Society on Aging and the University of Southern California’s Leonard Davis School of Gerontology. He resides in the San Francisco Bay Area with his wife and two daughters.
Chief Economist of Moody’s Analytics and Speaker on International Finance
Dr. Mark Zandi is a speaker on international finance and economics. He is the chief economist of Moody's Analytics, where he directs research and consulting. Moody's Analytics, a subsidiary of Moody's Corporation - is a leading provider of economic research, data and analytical tools.
Mark's research interests include macroeconomics, financial markets and public policy. 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. Mark also conducts regular briefings on the economy. He is often quoted in national and global publications and interviewed by major news media outlets. He is the author of Financial Shock, an exposé of the financial crisis, and Paying the Price, which provides a roadmap for meeting the nation's daunting fiscal challenges.
A trusted adviser to policymakers and an influential source of economic analysis for businesses, journalists and the public, Mark has frequently testified before Congress on topics including the economic outlook, the merits of fiscal stimulus, financial regulatory reform - and foreclosure mitigation.
Dr. Zandi received his PhD at the University of Pennsylvania, where he did his research with Gerard Adams and Nobel laureate Lawrence Klein, and received his B.S. from the Wharton School at the University of Pennsylvania.
Geopolitical Strategist; Global Energy, Demographic, and Security Expert
Peter talks about the future of energy, agriculture, finance, and the role America will play in the world to come post-pandemic.
Audiences leave with insights on global trade and everything that comes from it — cheap Asian goods, international energy markets, global agriculture, stable finance — is about to unravel. Out of all this the Americans — cast in both the role of disruptor and survivor — are making decisions that will shape both themselves and the rest of the world for decades.
Peter Zeihan is an author, the Former Vice President of Analysis at STRATFOR and Founder of Zeihan on Geopolitics.
Past clients include: Brasada Capital Management, CFA Society, CoBank, CVC Advisers, Industrial Asset Management Council, North West Farm Credit Services, and Rimrock Capital.
Peter Zeihan is a geopolitical strategist, which is a fancy way of saying he helps people understand how the world works. Peter combines an expert understanding of demography, economics, energy, politics, technology - and security to help clients best prepare for an uncertain future.
Over the course of his career, Peter has worked for the US State Department in Australia, the DC think tank community - and helped develop the analytical models for Stratfor, one of the world’s premier private intelligence companies. Peter founded his own firm - Zeihan on Geopolitics - in 2012 in order to provide a select group of clients with direct, custom analytical products. Today those clients represent a vast array of sectors including energy majors, financial institutions, business associations, agricultural interests, universities and the U.S. military.
Peter is a critically acclaimed author whose books - The Accidental Superpower and The Absent Superpower - have been recommended by Mitt Romney, Fareed Zakaria and Ian Bremmer. Peter is also a highly sought after public speaker. With a keen eye toward what will drive tomorrow’s headlines - his irreverent approach transforms topics that are normally dense and heavy into accessible, relevant takeaways for audiences of all types.