Bill Reichenstein, Ph.D.
Professor Emeritus of Investments · Baylor University
Dr. Reichenstein researches Social Security benefits, how retirees can lengthen the longevity of financial portfolios and other tax issues
Social Security Financial Planning Retirement Investing Tax-based Investment Strategies Finance
Bill Doyle
Vice President, Principal Analyst · Forrester Research
Digital Trends in Wealth Management
Mobile Social Usability Advice Investing
Paul Labarge
Board Chair, CATAAlliance // Founding Partner · LaBarge Weinstein LLP
Paul C. LaBarge, C.M. is a founding partner of LaBarge Weinstein LLP, a corporate law boutique nestled in the nation’s capital since 1997.
IPOs Trade Mergers and Acquisitions Taxation Financing
Douglas Johnson
Managing Director · Cranganore Inc
Investment Banker and Portfolio Strategist
Emerging Markets Islamic Finance Behavioral Finance Venture Capital Cryptocurrencies
Claude Diderich
Managing Director and Owner · innovate.d llc
Dynamic, engaging speaker, with proven didactical capabilitie
Innovating in Wealth Management Investment Process Design Wealth Management Business Strategy
Jean (John) Pfeifer
Director · UBS
World class energetic speaker on Wealth Management &Talent Management, who can combine strategy with very hands-on practical best practices.
Private Banking Wealth Management Customer Experience Talent Management Blue Ocean Strategy
Caspar Berry
Motivational and Keynote Speaker and Trainer · Caspar Berry Ltd
Keynote and Motivational Speaker and Trainer on the subject of Risk Taking and Decision Making
Risk Decision Making Uncertainty Change Motivation
Julia Chung, CFP, CLU, FEA
Senior Financial Planner, Entrepreneur · Spring Financial Planning & Admin Slayer Services
Personal Finance & Family Enterprise professional leading Spring Financial Planning & Admin Slayer Services
Personal Finance Financial Planning Entrepreneur Family Business Planning Estate Planning
Mark Greer
Managing Director, Philanthropy Services · Charities Aid Foundation
Mark leads Charities Aid Foundation's philanthropy services in the UK.
Philanthropic Foundations Fundraising and Philanthropy Private Client Proposition Non-Proft Consulting Social Investment
Dr. Ron Dembo
Founder and CEO · Zerofootprint Software Inc.
Easily filling even the biggest shoes and still leaving no mark, the CEO of Zerofootprint developed software to reduce environmental impacts
Energy Management Carbon Measurement and Management Renewable Energy Green Buildings Enterprise Risk Management
Patrick Cote
Founding Partner · AssetGrade LLC
Patrick Cote is an expert in providing tax-efficient investing for professionals, corporate executives and small businesses.
Small Businesses Tax-efficient Investing Investments Acquisitions Corporate Strategy
Bryan Wisda, CFP®
President · Summit Wealth Management of Arizona LLC
Wealth Manager to Widows & Their Families
Wealth Management for Widows
Tom Deans
Full-time Professional Speaker · Detente Financial Press
Full-time Award-Winning Professional Speaker: 500+ Paid Speaking Engagements in 14 Countries. Family Business and Wealth Transfer Expert
Keith Smith
Stranger Abduction Sexual Assault Survivor. Speaker on the topic of Childhood Sexual Abuse. · Author, Men in My Town
Stranger Abduction Sexual Assault Survivor. Speaker on the topic of Childhood Sexual Abuse.
5 Steps You Can Take to Keep Kids Safe The Personal and Societal Consequences of Childhood Sexual Abuse Making the Transition From Victim to Survivor Childhood Sexual Abuse : the Myth and the Reality
Ian Scarffe
Entrepreneur's Organization - Ambassador to Poland · Entrepreneurs' Organization
Business Ambassador, Entrepreneur, Founder, Consultant, Business Analyst
Entrepreneur Start-Ups Strategic Consulting
Mark Dennis
President · A1A Wealth Management, Inc.
Engaging speaker who excels at simplifying personal and small business financial topics
Retirement Income Small Business Finance Social Security
Holger Westphely
Head of CAF Venturesome · Charities Aid Foundation
Holger Westphely heads up Venturesome, the social investment arm of Charities Aid Foundation.
Social Investment Impact Investing Blended Finance Social Impact Bonds Investing for Impact
Jiliene Helman
Founder & CEO · RealtyMogul
Real Estate Crowdfunding
Real Estate Finance Crowdfunding Entrepreneurship