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Finance - Keynote Speakers

Hannah Shaw Grove

Hannah Shaw Grove is one of the world’s leading experts on private wealth—what it is; where it comes from; who controls it; how it’s deployed; when it’s at risk; and why it’s so important. In a field that is synonymous with discretion, personalization, and state-of-the-art thinking, she is an in-demand resource for wealthy families who are evaluating their family office and business strategies and for Fortune 500 companies and boutique specialists who seek guidance on how to build effective and profitable relationships with their affluent clientele. She is the author of ten books, including two seminal texts on the family office that she co-authored with Russ Alan Prince. A dynamic and knowledgeable speaker, Hannah draws upon proprietary research conducted with high-net-worth individuals and their advisors to craft a compelling and actionable message for her audiences.

Lawrence Chimerine

Dr. Chimerine is President, Radnor International Consulting Inc. and partner and member of the Investment Committee of Miller Investment Management (formerly Strategic Capital Advisors). The former Chairman, Chief Executive, and Chief Economist of Chase Econometrics and The WEFA Group, Dr. Chimerine has lent his advice and council to an impressive resume of major Fortune 500 companies, financial institutions and government agencies for over 25 years. Dr. Chimerine's enthusiastic, no-nonsense style of business analysis and forecasting has attracted the interests of the most powerful business people in the world and has enlightened audiences for more than 25 years. Dr. Chimerine appears regularly on the Lehrer News Hour, Adam Smith’s “Money World”, Wall Street Week, Today, Good Morning America, Crossfire, C-Span, CNBC, This Week, ABC Evening News, NBC Nightly News, and other popular television programs. Custom-tailoring every presentation, he offers facts, not theories; practical advice, not economic jargon. With intelligence and clarity, Dr. Chimerine examines the issues and trends of current and future economic situations and how they will directly affect your organization, industry, or geographic region.

Terrance Odean

Terrance Odean is the Rudd Family Foundation Professor of Finance at the Haas School of Business at the University of California, Berkeley. Professor Odean has spent his career studying behavioral finance. As a leading researcher in the field, he focuses on how psychologically motivated decisions affect investor welfare and securities prices. His research has been cited in numerous publications, including the Wall Street Journal, the New York Times, the Los Angeles Times, the Washington Post, the International Herald Tribune, Time, Newsweek, U.S. News and World Report, Forbes, and Businessweek. He is also an associate editor at the Journal of Finance and an associate editor at the Journal of Behavioral Finance.

Vikram Mansharamani

How will global, political, market, technological, societal, and economic forces impact your industry and business? Vikram Mansharamani shows business leaders and investors how to look at the world differently in order to manage risk and navigate radical uncertainty. Vikram first gained widespread attention with his book Boombustology: Spotting Financial Bubbles Before They Burst. He is a contributor to Worth magazine and PBS NewsHour in addition to being LinkedIn’s #1 Voice on Economy and Finance in 2015 and 2016. Vikram believes that the future doesn’t have to surprise us- and won’t- if we regularly step away from our own expertise, look at the world through multiple lenses, then connect the dots.

Jeffrey Rosensweig

Jeff Rosensweig is an associate professor of International Business and Finance. He is also Director of the Global Perspectives Program. Jeff specializes in global strategy, global economics, and international finance. Prior to joining Emory in January 1988, he was Senior International Economist at the Federal Reserve Bank of Atlanta. Jeff has also taught at M.I.T. and in the economics department and the School of Management at Yale University. Jeff’s research into global trends leads to frequent keynote lectures to business and academic audiences. His current research focuses on three main topics. First –business linkages with the emerging global economy. Second — the implications of globally divergent demographic trends for business. Third — factors affecting competition in the global travel and tourism industry. Rosensweig teaches audiences to analyze trends leading to a successful growth strategy for their business. Rather than merely providing predictions and opinions, Professor Rosensweig tailors each presentation with valuable information and insights pertinent to the specific industry and organization.

Terry Savage

Are you ready to talk about money? Terry Savage is a nationally recognized expert on personal finance, the economy, and markets. Her expertise comes from experience as she started her career as a stockbroker, and became a founding member and first woman trader on the Chicago Board Options Exchange. Terry is the author of four best-selling books on personal finance, including The Savage Truth on Money and The Savage Number. She currently writes a weekly personal finance column syndicated by Tribune Content Agency, and blogs regularly on the Huffington Post. Terry is also seen frequently as a money expert on CNN and other national television and radio programs, commenting on the financial markets and current economic events. Her innovative ideas about the global economy, investing techniques, and personal finance inspires her audiences to secure their own financial future.

Melissa Wandall

With the delivery of their daughter a few weeks away, Melissa Wandall’s husband, Mark, was killed in a tragic car accident when another driver ran through a red light, leaving her family with an uncertain future. Melissa’s determination for a better life for her and her daughter compelled her to accept this hardship and make the choice to be happy. Her willpower resulted in founding two foundations and assisting in the passing of the Mark Wandall Traffic Safety Act, to establish uniform standards for use of Red Light Safety Cameras in Florida. Melissa uses her talent as an inspirational insurance speaker to educate and influence insurance professionals regarding the priceless value of planning so that they can provide protection and financial assurance to clients. Hearing Melissa’s story first-hand will transform the way your employees sell insurance by enabling them to connect with potential customers to sell them on the necessity of life insurance.

Thomas Giachetti

Thomas D. Giachetti is a former investment banker and NASD registered representative,. Mr. Giachetti’s legal practice is devoted to investment related matters, including the representation of investment advisers, financial planners, brokerdealers, public and private investment companies (e.g., mutual funds, hedge funds, etc.), CPA firmsand registered representatives throughout the United States. He also advises claimants and respondents in securities regulatory, arbitration and litigation matters. Mr. Giachetti is a recognized author and commentator on investment-related legal matters and a frequent lecturer at securities industry compliance seminars, annual meetings, and educational programs throughout the country. He also serves as an expert witness in securities litigation/arbitration matters throughout the United States.

Jordan Goodman

Americans in all walks of life, at every socioeconomic level, are clamoring to learn how to improve their personal finances in these challenging times: Jordan Goodman can be the answer! He is known as “America’s Money Answers Man” and is a national recognized expert on personal finance. He has been a reporter and writer since 1979 and spent 18 years working at MONEY magazine on the editorial staff serving as a Wall Street correspondent. He appears frequently on The View, Fox News Network, Fox Business Network, CNN, CNBC and CBS Evening News. Jordan is the successful author/co-author of 13 bestselling books including Master Your Debt Fast Profits in Hard Times, Everyone’s Money Book and Master Your Money Type. Jordan’s presentations are educational and audiences will learn how to better manage their personal finances.

Robert Krumroy

Often referred to as “America’s Prospecting Coach,” Bob Krumroy is the founder and CEO of Identity Branding and e-Relationship.com, a successful author in the financial and insurance industry, and a professional speaker and trainer. Earlier in his career, he also built and managed one of the nation’s 100 largest insurance and financial firms. With an impressive background in financial services, sales, and management that has spanned over 30 years, Krumroy offers presentations and workshops that provide powerful prospecting strategies to help financial services professionals around the world dramatically improve prospect access, sales, retention, and recruiting. His “prospecting made easy” model will teach you audience how to "turn a 'no' into a 'not yet,'" encourage and maximize referrals, and create a market distinction for incredible results. His books include Identity Branding Revisited, The Prospect Relationship Ladder, and his most recent title, Prospecting Made Easy…It’s just not that hard.

Sung Won Sohn

Dr. Sung Won Sohn is Vice Chairman of multi-national retailer Forever 21 and a Commissioner at the Port of Los Angeles. He also teaches at California State University Channel Islands and serves on numerous corporate boards. Previously, Dr. Sohn served as President and Chief Executive Officer at Hanmi Financial Corporation, a commercial bank in Los Angeles, California. Prior to his tenure at Hanmi, Dr. Sohn was an Executive Vice President and Chief Economic Officer at Wells Fargo Banks and served as a senior economist on the President's Council of Economic Advisors, where he was responsible for economic and legislative matters pertaining to the Federal Reserve and financial markets. Dr. Sohn has received much recognition for his business leadership and economic forecasting. In 2006, The Wall Street Journal named him as the most accurate economist in the United States. In 2012, he remained in the top three. Dr. Sohn has also been named among the most accurate forecasters by Blue Chip Publications and Bloomberg News. He is the author of Global Financial Crisis and Exit Strategy.

Rick Barrera

Rick Barrera is a nationally acclaimed marketing consultant and author, known throughout the financial services industry for his extraordinary speaking skills and his ability to help advisors differentiate their practice, generate referrals and retain clients. He is a partner at Prosperous Practice, the practice management firm that defined fully comprehensive financial services and teaches advisors how to consistently deliver the highest levels of service in the industry. His consulting focuses on delivering unique client experiences that drive high levels of referrals. His newest book, “Overpromise and Overdeliver: How to Design and Deliver Extraordinary Client Experiences” is both a Wall Street Journal and Business Week bestseller.

Bill Bartmann

America loves a “rags to riches” - an “underdog” – an “against all odds come-back”, a “survivor”! Homeless at age 14, a member of a street gang and a high-school dropout – he took control of his life by taking the GED exam and putting himself through college and law school. In 1998, tragedy struck when Bill's former business partner committed fraud and sent the company into bankruptcy. This experience would have embittered most people, but not them. Bill and Kathy now travel the country, sharing their stories of how they created their successes and how they dealt with their challenges. It is their life's goal to do for “failure” what Betty Ford did for alcoholism and Susan Komen did for breast cancer. Bill Bartmann understands success and failure. He made corporate history by creating companies that transformed him from poverty to millionaire - to bankruptcy - to billionaire - to bankruptcy - to indicted - to acquitted - to the top again.

Leo Pusateri

Leo Pusateri’s passion and insight as an insurance speaker has helped senior leaders and top advisors discover, articulate and capitalize their values. His highly acclaimed book, Mirror Mirror on the Wall, Am I the Most Valued of Them All?, describes his proprietary and powerful Value Ladder™ process, which continues to be requested by senior executives, managers and advisors alike. Leo’s keynotes go deep into teaching professionals his time-honored and proprietary programs to help companies live their values. Leo continues to help businesses exceed their expectations by engaging them in his thought provoking keynotes and providing truly innovative ideas.

Jean Chatzky

Jean Chatzky is the financial editor for NBC’s TODAY show, an award-winning personal finance journalist, AARP’s personal finance ambassador, host of “Cash Call with Jean Chatzky” on RLTV, and New York Times best seller for her books Money 911: Your Most Pressing Money Questions Answered, Your Money Emergencies Solved and Pay It Down: From Debt to Wealth on $10 A Day. As if she doesn’t do enough, she is also a respected and vibrant financial speaker! Jean has made it her mission to show people at every age the important life lesson of how to manage their money. She does this by simplifying money matters and increasing financial literacy both now and for the future to her audiences.

Jeff Bush

What if the key to understanding our present could be found in a more thorough understanding of our past? Jeff Bush has a unique ability to look at history and then decode what is relevant, interesting and useful. This enables him to provide his audiences with an approachable, multifaceted means to understand the issues that faced our nation then, and today. He is able to simplify complex information and provide practical, usable takeaways that people can implement in their businesses. Jeff does more than 200 presentations yearly to a client base that includes Fortune 500 firms from Wall Street to Main Street and everywhere in between. Jeff has been featured in Investment News and has been an analyst on POTUS Sirius/XM radio. Jeff's dedication, forward thinking, and strategic abilities have resulted in performance records, industry awards, and leadership accolades.

Allen Sinai

Former Chief Global Economist at Lehman Brothers, Allen Sinai is well known as a leading forecaster, educator and gifted communicator about the economy, financial markets, industry and company performance. A consultant to former Presidents Ronald Reagan, George Bush and Bill Clinton and leaders of other countries, Business Week magazine hailed him as "the top guru and forecaster extraordinaire". Dr. Sinai is currently Chief Global Economist, President and Chief Executive Officer of Decision Economics, Inc., Founder, responsible for the Firm, its forecasts and analyses of the U.S. and international economies and financial markets. He is also Vice Chairman and Chief Global Economist of WEFA Holdings, Inc. Decision Economics, Inc. is a global economic and financial market information and advisory firm with locations in New York, London, Boston and Tokyo, serving financial institutions, corporations, government and individual investors.

Peter Ricchiuti

Peter Ricchiuti is the business school professor you wish you had back in college! His insight and humor regarding the financial markets have twice made him the school’s top professor. Peter started his career with the investment firm of Kidder Peabody and later managed over three billion dollars as the assistant treasurer for the state of Louisiana. In 1993 he founded Tulane University’s highly acclaimed Burkenroad Reports student stock research program. Peter hosts a popular weekly business show on National Public Radio called “Out to Lunch” and is the accomplished author of the book “Stocks Under Rocks”. Peter is energetic and entertaining while he educates his audiences.

Todd Buchholz

Todd Buchholz is an international economist, hedge fund manager, former Harvard lecturer and frequent TV and radio commentator. He has written several bestselling books on the economy, including New Ideas from Dead Economists, New Ideas from Dead CEOs and Market Shock. Buchholz is a widely sought after keynote speaker addressing a variety of topics, from the U.S. financial markets to geo political debates to economic policies that impact business strategies around the globe. With an incisive wit and entertaining style, Buchholz’s keynote presentations reveal the economic challenges and opportunities faced by our changing society and proposes important strategies for success.

Frank Cappiello

Managing Director of Montgomery Brothers, Cappiello, LLC, an investment advisor with offices in Washington, D.C. and New York. His background in economics is extensive: formerly the Chief Investment Officer for an insurance holding company as well as Research Director of a major stock brokerage firm and for more than 20 years, he was past President of McCullough, Andrews, & Cappiello, Inc., an investment advisory firm. A recognized authority on investments, Frank Cappiello is best known to television viewers as a regular panelist of the PBS's former television series "Wall $treet Week With Louis Rukeyser" and its successor show: “Louis Rukeyser’s Wall Street”.

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