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Bill Reichenstein, Ph.D.

Bill Reichenstein, Ph.D.

Professor Emeritus of InvestmentsBaylor University

Dr. Reichenstein researches Social Security benefits, how retirees can lengthen the longevity of financial portfolios and other tax issues

Financial PlanningRetirement InvestingWealth Management
Bill Doyle

Bill Doyle

Vice President, Principal AnalystForrester Research

Digital Trends in Wealth Management

MobileSocialUsabilityAdviceInvesting
Paul Labarge

Paul Labarge

Board Chair, CATAAlliance // Founding PartnerLaBarge 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.

IPOsTradeMergers and AcquisitionsTaxationFinancing
Douglas Johnson

Douglas Johnson

Managing DirectorCranganore Inc

Investment Banker and Portfolio Strategist

Emerging MarketsIslamic FinanceBehavioral FinanceVenture CapitalCryptocurrencies
Claude Diderich

Claude Diderich

Managing Director and Ownerinnovate.d llc

Dynamic, engaging speaker, with proven didactical capabilitie

Innovating in Wealth ManagementInvestment Process DesignWealth Management Business Strategy
Jean (John) Pfeifer

Jean (John) Pfeifer

DirectorUBS

World class energetic speaker on Wealth Management &Talent Management, who can combine strategy with very hands-on practical best practices.

Private BankingWealth ManagementCustomer ExperienceTalent ManagementBlue Ocean Strategy
Caspar Berry

Caspar Berry

Motivational and Keynote Speaker and TrainerCaspar Berry Ltd

Keynote and Motivational Speaker and Trainer on the subject of Risk Taking and Decision Making

RiskDecision MakingUncertaintyChangeMotivation
Stephen Schiestel

Stephen Schiestel

Frederick S. Addy Professor of PracticeMichigan State University

Stephen Schiestel teaches Security Analysis and Corporate Finance along with classes in Financial Planning and Wealth Management.

Financial Investments
Julia Chung, CFP, CLU, FEA

Julia Chung, CFP, CLU, FEA

Senior Financial Planner, EntrepreneurSpring Financial Planning & Admin Slayer Services

Personal Finance & Family Enterprise professional leading Spring Financial Planning & Admin Slayer Services

Personal FinanceFinancial PlanningEntrepreneurFamily Business PlanningEstate Planning
Dr. Ron Dembo

Dr. Ron Dembo

Founder and CEOZerofootprint Software Inc.

Easily filling even the biggest shoes and still leaving no mark, the CEO of Zerofootprint developed software to reduce environmental impacts

Energy ManagementCarbon Measurement and ManagementRenewable EnergyGreen BuildingsEnterprise Risk Management