A world-renowned economist, John Lipsky’s distinguished career in both the private and public sectors has earned him the respect and regard of many leaders worldwide. His service at the International Monetary Fund coincided with the most challenging era for the international economy in the past 70 years. Having served as the IMF’s First Deputy Managing Director between 2006-2011 and Acting Managing Director from May - July 2011, Lipsky was a dedicated and effective leader who sought more effective international cooperation during a historic upheaval for the global economy. Mr. Lipsky brings a wealth of knowledge and insight into global economic trends and policy, captivating audiences with his deep understanding of international finance and offering valuable perspectives on economic developments and their implications for the future.

Mr. Lipsky is currently a Senior Fellow of the Foreign Policy Institute, at Johns Hopkins University’s Paul H. Nitze School of Advanced International Studies (SAIS). Mr. Lipsky also serves as the Chair of the National Bureau of Economic Research (NBER), Co-Chair of the Aspen Institute’s Program on the World Economy, and is a Life Member of the Council on Foreign Relations. Mr. Lipsky’s presentations are a captivating and enriching experience, blending expert analysis with practical insights and making complex economic concepts accessible and relevant.

Former Wall Street trader-turned-expert, educator, and entrepreneur Vivian Tu is on a global mission to make the financial industry less "male, pale, and stale.” Tu is the founder and CEO of financial equity phenomenon, “Your Rich BFF” – making the rules of personal finance accessible and digestible to non-experts and marginalized communities. Tu has earned cross-platform fame and notoriety, garnering 8M followers and spots on Forbes “30 Under 30 – Social Media” and the inaugural “Top Creators” lists. Tu’s New York Times bestselling book, RICH AF: The Winning Money Mindset That Will Change Your Life, is the definitive book on personal finance for a new generation.

Tu is the host of her top-charting podcast Networth and Chill – a first-of-its-kind podcast offering accessible advice and lessons in finance, featuring Vivian alongside notable experts, professionals, and famous faces to break down the economics of our lives. Her affinity for turning finance into an approachable topic has transformed her into one of today’s most desirable public speakers, and she has given panels and keynote presentations at events including SXSW, Snapchat’s Financial Seminar, Forbes’ Top Creator event, BuzzFeed’s Content Creators Showcase, Glow Recipe’s Empowerment Summit, NextShark’s AAPI College Readiness Conference, and Her Campus Media’s Her Conference, to name just a few.

Sekou Kaalund has two decades of Wall Street experience spanning leadership in institutional and retail businesses, making him a highly regarded authority on strategic leadership and targeted, sustainable impact. A former leader at the Federal Reserve Bank of New York as well as Citi, Kaalund has established key connections across client segments and industries. He is a highly sought-after speaker for his insights on strategizing growth, developing talent, and forming inclusive teams that have a major impact on organizations of all kinds. Prior to joining U.S. Bank, he spent the last 15 years at JPMorgan Chase in a variety of leadership roles across institutional and retail businesses, most recently serving as Senior Executive Vice President of the Managing Committee of the U.S. Bank. While managing complex firmwide relationships, he launched Advancing Black Pathways, the first global corporate initiative that leveraged a data-driven strategic framework to develop scalable programs to reduce the racial wealth gap, which led to a historic five-year firm-wide $30B commitment to advance racial equity. He has offered riveting keynotes at the Milken Global Conference, National Urban League, the Whitney M. Young Jr. Memorial Conference, and many more, and has led engaging conversations at Chase Talks with Kevin Hart, Grant Hill, Dominque Wilkins, among many others.

Kaalund’s contributions have received numerous accolades including being named on Ebony’s “Power 100” list as a “Titan of Industry,” the SAID Institute’s Mark of Excellence award, World of Money’s Wall Street Legacy Award, and being named one of Face2Face Africa’s “30 Black Stars.” He has been featured in Forbes, Black Enterprise, Essence, and on the BBC, NBC, and CNBC. Kaalund has been honored by the All Stars Project for leadership and community impact, the Council of Urban Professionals, the Harlem YMCA, and the Boys and Girls Club of American inducted him into the Hall of Fame in 2011. He serves on several boards, and his leadership initiatives include the tech partnership “Advancing Black Entrepreneurs” StartupBus, a hackathon on wheels.

As 77^th Secretary of the Treasury, Steven T. Mnuchin played a significant role in shaping the Trump administration’s economic agenda, including efforts to overhaul the tax code and renegotiate trade deals. Prior to his confirmation he also served as Founder, Chairman, and Chief Executive Officer of Dune Capital Management. He founded OneWest Bank Group LLC and served as its Chairman and Chief Executive Officer until its sale to CIT Group Inc. He was also named as non-executive Board Chair of Satellogic, a satellite imagery provider to government and commercial sectors. Secretary Mnuchin brings unparalleled insights into global economic trends, drawing from his leadership experience across both private and public financial institutions.

Earlier in his career, Secretary Mnuchin worked at The Goldman Sachs Group, Inc. where he was a Partner and served as Chief Information Officer. Secretary Mnuchin's keynote speeches captivate audiences with his unique blend of financial expertise and practical insights, delivering thought-provoking analysis and real-world solutions to navigate complex economic landscapes with confidence.

Former five-term Congressman Harold Ford, Jr. is the Executive Vice President and Vice Chair of Corporate and Institutional Banking for PNC. In addition to his work leading critical strategic initiatives, Ford Jr. also served as chairman and chief executive officer of Empowerment & Inclusion Capital I Corp, a PNC-sponsored mission-based special purpose acquisition company. He is also a sought-after commentator, serving as a co-host of FOX News Channel’s The Five as well as a frequent contributor to Special Report with Bret Baier. A Democrat, Ford Jr.'s politics, as well as his time in office, are characterized by a belief in compromise and working across the aisle to make progress solving problems for businesses, industries, and people.

After serving in the House of Representatives, Ford Jr. spent more than ten years in investment banking with Merrill Lynch and Morgan Stanley. In addition, he was non-executive Chair of Rx Saver, a patient-directed prescription medication search engine platform. Ford Jr. brings his robust experience as a policy maker and shrewd insights as a business leader to talks that are informative, engaging, and memorable for audiences of all kinds.

Co-Founder, Chairman, and CEO of Avenue Capital Group Marc Lasry is a renowned financial strategist and a Co-Owner of the Milwaukee Bucks NBA franchise. Lasry founded Avenue Capital Group with his sister, Sonia Gardner, as a global alternative investment manager focused on distressed and undervalued debt and equity opportunities in the U.S., Europe, and Asia, and it has grown to one of the largest distressed debt investors globally, managing assets of approximately $11.9B. He is heralded as a pioneer in distressed investing, which has been the focus of his career, and his insights are sought-after for speaking events with Reuters Global Investment Summit, the SALT Conference, the Young President’s Organization, and more.

Lasry has a background in law, and previously worked as the Director of the private debt department at R. D. Smith, the Co-Director of the bankruptcy and corporate reorganization department of Cowen & Company, and with the Robert Bass Group, managing over $100M. He is currently a member of the Council on Foreign Relations, and serves on numerous boards of advisors and directors for both for-profit and non-profit private and public companies. Lasry shares takeaways for high-level investing, the impacts of current events and policy on businesses and individuals, and strategies for carving your own path across industries to cultivate an eclectic portfolio in events that will make an impact with audiences of all kinds.

Small business expert, author, and venture capitalist Karen G. Mills is a leading authority on U.S. competitiveness, entrepreneurship, and innovation. Mills is a Senior Fellow at Harvard Business School, served in President Barack Obama’s Cabinet as the Administrator of the U.S. Small Business Administration (SBA) from 2009 until 2013, and was a member of the President’s National Economic Council. During her tenure at the SBA, Mills took steps that led to record-breaking years for lending and investments in growth capital. Additionally, her efforts helped small businesses create regional economic clusters, gain access to early-stage capital, boost exports, and tap into government and commercial supply chains.

Mills is the author of Fintech, Small Business & The American Dream: How Technology is Transforming Lending and Shaping a New Era of Business Opportunity (second edition to be released in 2024), as well as numerous other publications on fintech, innovation policy, and the supply chain economy. She is a venture capitalist and the President of MMP Group, Vice Chair of Envoy, and a Director of several Churchill Capital entities. Mills is a trusted voice on how new technologies are revolutionizing how small businesses can leverage growth and economic opportunity, and how institutions large and small can be a catalyst for innovation and change.

Not only is Philipp Hildebrand "a thinker and strategist," according to the Financial Times, "many economists and policymakers argue that his bold moves and non-bureaucratic mindset are just what is needed amid the economic turmoil." He is currently Vice Chairman of BlackRock Inc. He most recently served as Chairman of the Governing Board of the Swiss National Bank, where he was a strong advocate of the bank’s policy of capping the franc against the euro. He was also one of the first western central bankers to publicly demand tougher capital standards for banks in 2007, before the Lehman Brothers crisis in 2008. During the financial crisis, Dr. Hildebrand played a prominent international role as a member of the Financial Stability Board (FSB) and as the Swiss Governor of the International Monetary Fund (IMF).

Hildebrand gives fascinating, engaging speeches in English, German, and French. 

Anthony Scaramucci is the Founder and Managing Partner of SkyBridge Capital. He is the author of four books: The Little Book of Hedge Funds, Goodbye Gordon Gekko, Hopping Over the Rabbit Hole (a 2016 Wall Street Journal bestseller), and Trump: The Blue-Collar President.

Prior to founding SkyBridge in 2005, Scaramucci co-founded investment partnership Oscar Capital Management, which was sold to Neuberger Berman, LLC in 2001. Earlier, he was a vice president in Private Wealth Management at Goldman Sachs & Co.

In 2016, Scaramucci was ranked #85 in Worth Magazine’s Power 100: The 100 Most Powerful People in Global Finance. In 2011, he received Ernst & Young’s “Entrepreneur of the Year – New York” Award in the Financial Services category. Anthony is a member of the Council on Foreign Relations (CFR), vice chair of the Kennedy Center Corporate Fund Board, a board member of both The Brain Tumor Foundation and Business Executives for National Security (BENS), and a Trustee of the United States Olympic & Paralympic Foundation. He was a member of the New York City Financial Services Advisory Committee from 2007 to 2012.

In November 2016, he was named to President-Elect Trump’s 16-person Presidential Transition Team Executive Committee. In June 2017, he was named the Chief Strategy Officer of the EXIM Bank. He served as the White House Communications Director for a period in July 2017.

With remarkable insight into the world at large, world-renowned economist, speaker, educator, advisor, and portfolio manager Nouriel Roubini's extensive global travels and meetings with financial influencers around the world has him wise to the latest developments and he provides a perspective and awareness like no other that he shares in his brilliant and extremely informative talks.

It is no wonder that he was Recognized by Time as one of the top 100 scientists and thinkers who affect our world today. 

Dr. Roubini’s views on global economic issues are widely sought and cited by the media, having recognized ahead of others the 2008 global financial crisis, the effects of which reverberated around the world lasting well into the next decade. He is a frequent commentator on various business news programs and has been the subject of extended profiles in many leading current-affairs publications including The New York Times Magazine and The Financial Times.

Fred P. Hochberg is the longest-serving chairman in the history of the Export-Import Bank of the United States and was one of the highest-ranking business leaders in the Obama Administration. Throughout nearly eight years of his leadership, EXIM Bank supported more than 1.4 million American jobs and financed exports with a value exceeding $240 billion. The Bank also generated $3.8 billion in surplus revenue for U.S. taxpayers during that time and Hochberg reduced internal costs by nearly 30 percent. Hochberg increased the Bank's focus on its customers, cutting transaction times and introducing new products. He also put America’s small business exporters at the top of the Bank's agenda and, as a result, nearly 90 percent of EXIM Bank authorizations directly supported small businesses on his watch. 

Todd Buchholz “lights up economics with a wickedly sparkling wit,” says the Associated Press. He recently jousted with James Carville and Ben Stein, and Successful Meetings Magazine named him one of the “21 Top Speakers for the 21st Century.” His editorials in the Wall Street Journal and commentaries on PBS correctly forecast the 2001 slowdown in the U.S., the 2008 pop in commodity prices, and the downgrade of the U.S. debt rating. The New York Times has turned to him to decipher terrorist threats and the job market. BusinessWeek raved about his book Market Shock, which warned of the quicksand facing the stock market. Buchholz is a widely sought 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 propose important strategies for success.

Seema R. Hingorani is a Managing Director and Senior Client Advisor at Morgan Stanley Investment Management (MSIM). She is also a member of the Investment Management Operating Committee, Chair of the Senior Advisory Board of Morgan Stanley Infrastructure Partners, a Senior Sponsor of Investment Management’s Diversity Council and a member of Morgan Stanley’s Diversity and Inclusion Senior Leaders Advisory Council. As part of the MSIM senior leadership team, Seema is focused on strategic client relationships, investment talent development and diversity initiatives across the platform. Seema joined Morgan Stanley in 2019 and has 29 years of investment experience.

Seema is also the Founder and Chair of Girls Who Invest, a non-profit organization dedicated to increasing the number of women in portfolio management and executive leadership in the asset management industry. Previously, Seema was the Founder and Chief Investment Officer of SevenStep Capital, an opportunistic investment platform focused on seeding women portfolio managers. Seema served until June 30, 2014 as Chief Investment Officer for the New York City Retirement Systems which had assets of $160B. Previous to this appointment, Seema was Interim Chief Investment Officer and before that Head of Public Equities & Hedge Funds for the pension funds. Under her leadership, the pension fund was named Hedge Fund Manager of the Year - Large Public Pension Plans by Institutional Investor. Prior to Seema’s four years of public sector experience, she served as Global Director of Fundamental Research at Pyramis Global Advisors; a Partner, Portfolio Manager and Senior Equity Analyst with hedge fund Andor Capital Management; a Partner and Senior Equity Analyst at hedge fund Pequot Capital Management; Co-founder of hedge fund Mirador Capital Management; and an Equity Analyst with T. Rowe Price.

Seema has worked with several organizations focused on issues concerning women and girls and is a prolific speaker on the topic of a more robust inclusion of women in the corporate sector. In 2024, she was recognized by Forbes on its list of “50 over 50: Investment” for her industry leadership. She was awarded in 2021 the insignia of Chevalier de la Légion d’Honneur (Knight of the Legion of Honor) by France, the country’s highest civil and military award. She was also recognized in 2021 as one of the 100 most influential women in U.S. finance by Barron’s, honored as the 2019 Bloomberg 50 “Ones To Watch”, the 2016 Woman with Impact by the Connecticut Women's Business Development Council, and Wall Street Women Entrepreneur of the Year in 2015 by Traders magazine. Seema served as a member of the National Finance Committee of Secretary Clinton’s 2016 Presidential Campaign. She is a Board Director of the non-profit organization Women’s World Banking, a Senior Advisor for The Wharton School Stevens Center for Innovation in Finance Cypher Accelerator, and an active member of The Economic Club of New York.

Ted Seides, CFA, is the son of a teacher and a psychiatrist. Perhaps by genetic disposition, he is passionate about sharing his insights and investing in people.

In 2017, Ted launched Capital Allocators, the leading podcast about the people and process behind institutional investors who oversee large pools of capital. 

From 2002 to 2015, Ted was a founder of Protégé Partners LLC and served as President and Co-Chief Investment Officer. Protégé was a leading multibillion dollar alternative investment firm that invests in established small and select emerging hedge funds on an arms-length and seed basis. Ted built the firm’s investment process and managed the sourcing, research, and due diligence of its portfolios. He worked actively with each of Protégé’s 40 seed investments since inception. In 2010, Larry Kochard and Cathleen Ritterheiser profiled Ted in the book “Top Hedge Fund Investors: Stories, Strategies, and Advice.”

With aspirations to demonstrate the salutary benefits of hedge funds on institutional portfolios to a broad audience, Ted made a non-profitable wager with Warren Buffett that pitted the 10-year performance of the S&P 500 against a selection of five hedge fund of funds from 2008-2017.

Ted writes extensively on the industry. His work includes a column for Institutional Investor, blog for the CFA Institute’s Enterprising Investor, and publications for the late Peter L. Bernstein’s “Economics and Portfolio Strategy,” Harvard Business School Publishing, FT Alphaville, and Institutional Investor.

Ted is a Trustee and member of the investment committee at the Wenner-Gren Foundation. He previously was a Trustee of the Greenwich Roundtable and a founding Board member of Citizen Schools-New York. He serves as Strategic Advisor to four asset managers and two asset management-related businesses.

Founder, Sunday Times bestselling author, and many-time entrepreneur Dave Fishwick is building the first new high street bank in over 120 years in Britain - Burnley Savings and Loans Ltd, also called The Bank of Dave. A many-time entrepreneur of six multi-million-pound businesses in the UK and America, Dave is the largest supplier of minibuses in the UK and an experienced pilot of planes and helicopters who hosts the fastest-growing aviation TikTok channel in the world, with over 55M combined views. He is a champion of grit, ingenuity, and taking on seemingly impossible challenges. Dave’s journey taking on the banks in a ‘Dave and Goliath’ style struggle became the subject of his Sunday Times bestselling book, Bank of Dave: How I Took On the Banks, and many subsequent documentaries.

The movie Bank of Dave hit #1 on Netflix, won Best Feature at the National Film Awards, and took Dave on a massive global speaking tour. Netflix is at work on the Bank of Dave sequel – the fastest commissioned move sequel in Netflix history.

Dave has been the star and subject of many TV shows, including Bank of Dave, Bank of Dave: Fighting the Fat Cats, Secret Millions, and the award-winning Loan Ranger series – looking at how payday loan companies exploit the poor, vulnerable, and desperate. Dave has won multiple BAFTA Awards and the prestigious Royal Television Society Award. He is a regular contributor as The Business and Money Expert on ITV with GMB and This Morning, and has been featured on CNBC, BBC, CNN, and more, and he writes for Mail Online, Daily Mail, and The Mail On Sunday.

Dave left school with no qualifications, and started off in life as a builder’s laborer. Now, he’s opened the first new high street bank in Britain in over 120 years - and then Hollywood turned up and made a movie about his life, which has been a global hit.

Dave is an expert on entrepreneurship, business, and finance, and he shares the story behind taking on seemingly impossible challenges, offering valuable lessons for businesses big and small. 

John Hope Bryant is an American entrepreneur, author, philanthropist, and prominent thought leader on financial inclusion, economic empowerment and financial dignity. Referred to as the Conscience of Capitalism by Ed Bastian, CEO of Delta Air Lines and James Herbert, Chairman and CEO of First Republic Bank, most recently Bryant was named one of Atlanta Business Chronicle’s “Most Influential Atlantans”, one of Georgia Trend Magazine’s “Notable Georgians” and one of LinkedIn’s “Top Voices” in 2020.  Bryant was also recognized as one of the “Most Admired CEOs” in 2018, American Banker magazine 2016 "Innovator of the Year”, INC.’s “The World’s 10 Top CEOs” (honorable mention), and one of Time magazine’s “50 Leaders for the Future” in 1994.  

Mr. Bryant is the Founder, Chairman, and CEO of Operation HOPE, Inc. the largest non-profit, best-in-class provider of financial literacy, and economic empowerment services in the United States for youth and adults.  He is also the Chairman and CEO of Bryant Group Ventures and Founder and Principal of The Promise Homes Company, which is the largest minority-controlled owner of single-family rental homes in the United States.  Both Operation HOPE and The Promise Homes Company have experienced explosive growth under Bryant’s leadership, 553% from 2014-2018, and 303% from May 2017 to present, respectively.  Five former U.S. presidents have recognized his work, and he has served as an advisor to three sitting U.S. presidents from both political parties. He is responsible for financial literacy becoming the policy of the U.S. federal government.  In January 2016 Bryant became the only private American citizen to inspire the renaming of a building on the White House campus, when the U.S. Treasury Annex Building was renamed the Freedman’s Bank Building. The Freedman’s Bank was founded by President Abraham Lincoln.  Its legacy has become the narrative of the work of Operation HOPE—to help all people in the "Invisible Class" become fully integrated into our nation’s economy.  

Mr. Bryant has received hundreds of awards and citations for his work, including Oprah Winfrey’s Use Your Life Award, and the John Sherman Award for Excellence in Financial Education from the U.S. Treasury.   

He is the author of bestselling books Up From Nothing, The Memo, How the Poor Can Save Capitalism and Love Leadership. 

Tamika Tremaglio is an accomplished finance professional with a distinguished career spanning various leadership roles. For over 30 years, she has been instrumental in driving success and growth in professional services in the areas of strategy development, operations management, risk management, talent development, forensic accounting, and regulatory compliance.

Most recently, Tamika served as the Executive Director of the National Basketball Players Association (NBPA) and held the positions of Board Chair and Chief Executive Officer of Think450, the NBPA's commercial arm.

Known for her adeptness in establishing robust corporate governance practices, Tamika's leadership ensured compliance with regulatory and financial frameworks and implemented impactful compliance programs at global companies such as Exxon Mobil, Olympus, Embraer and Johnson & Johnson, among others. Tamika’s professional finance and accounting experience, includes leading large, high-profile global and domestic corporate investigations, matters involving collective bargaining agreements, modeling player licensing, and earnings distributions, strategy development, operations management, talent development, compensation, corporate governance, corporate citizenship initiatives, franchise disputes, board compliance, and real estate matters.

• On Sports Illustrated Power List: "The 50 Most Influential Figures in Sports"
• Received the Triple-Impact Executive Award from the Positive Coaching Alliance 
• "Managing Partner of the Year," Washington Business Journal 
• Listed as one of Washington’s "150 Most Powerful Women" 
• Listed on Essence's Game Changer's Power List
• Serves on numerous Boards of Directors, including Lady Gaga’s Born This Way Foundation, United Way of the National Capital Area, & Tuskegee University

Respected Wall Street leader and acclaimed author John Mack has shaped history with his legendary career in finance. Now a Senior Advisor of Morgan Stanley, Mr. Mack is the former Chairman of the Board of Morgan Stanley and served as Chief Executive Officer from June 2005 until December 2009. Mr. Mack first joined Morgan Stanley in May 1972 as a member of the Firm's bond department and rose steadily to positions of increasing responsibility. During his thirty-four years at Morgan Stanley, his goal was to build the strongest and most productive team on Wall Street. Mr. Mack previously served as co-CEO of Credit Suisse Group and CEO of Credit Suisse First Boston. Mr. Mack distills his visionary leadership and unmatched strategic insights in revelatory speaking engagements.

A consummate leader, Mr. Mack has perfected the ability to motivate his employees to do their best work, especially in times of crisis. He serves as a non-executive director of New Fortress Energy, the Bloomberg Philanthropies, and Tri Alpha Energy. He also serves on the Board of Trustees of New York-Presbyterian Hospital and the University Hospital of both Columbia and Cornell. Mr. Mack is the author of Up Close and All In: Life Lessons from a Wall Street Warrior, and shares advice on both business and life in sought-after events.

Anirban Basu is Chairman & CEO of Sage Policy Group, Inc., an economic and policy consulting firm headquartered in Baltimore, Maryland with an office in Indonesia.  The firm provides strategic analytical services to energy suppliers, law firms, medical systems, government agencies, and real estate developers among others. 

In 2014, Maryland Governor Larry Hogan appointed Anirban to Chair of the Maryland Economic Development Commission.  He also serves as chairman of the Baltimore County Economic Advisory Committee.  He is also the Chief Economist to Associated Builders and Contractors and Chief Economic Advisor to the Construction Financial Management Association.  He serves or has served similar functions for Visit Baltimore, Maryland Realtors, and Marcum, LLC.  

He lectures at Johns Hopkins University in Global Strategy and has also taught international economics, urban economics, micro- and macroeconomics at Hopkins. His radio show can be heard weekdays on 88.1FM, WYPR, Baltimore.   

In both 2007 and 2016, the Daily Record newspaper selected Mr. Basu as one of Maryland’s 50 most influential people. The Baltimore Business Journal named him one of the region’s 20 most powerful business leaders in 2010.

Mr. Basu has been on many boards over time, including First Mariner Bank, the Baltimore City Public School System, Port Discovery, the Baltimore School for the Arts, and Union Memorial Hospital.  He is currently on the boards of the University of Maryland School of Law,  St. Mary’s College, the University System of Maryland Foundation, the Center for Emerging Media, the Lyric Opera House and the Archdiocese of Baltimore School System.

Mr. Basu earned his B.S. in Foreign Service at Georgetown University in 1990.  He earned his Master’s in Public Policy from Harvard University’s John F. Kennedy School of Government, and his Master’s in Economics from the University of Maryland, College Park.  His Juris Doctor was earned at the University Of Maryland School of Law.  His doctoral work is in health economics and has taken place at UMBC.

Anne is co-founder and managing partner of JBK Partners, with businesses including investment management and a private philanthropic foundation.

Before starting JBK Partners, Ms. McNulty was a Managing Director of Goldman Sachs and a senior executive of the Goldman Sachs Hedge Fund Strategies Group. She currently serves on the Board of Directors of the Metropolitan Opera, the National Museum of American Jewish History, the Wharton School of the University of Pennsylvania, and of Villanova University. In addition Ms. McNulty is a Trustee of the Naples Winter Wine Festival benefiting children's charities in Collier County Florida. Ms. McNulty earned her MBA in Finance & Insurance from the Wharton School and served as valedictorian at Villanova University.

Global executives have come to appreciate Edgar Perez for his wide-ranging insights on how they can spark innovation in their organizations, through strong leadership and a comprehensive approach that leverages creativity and disruptive technologies. Mr. Perez is articulate and deeply versed in artificial intelligence, generative AI, quantum computing, and cybersecurity.

Known for authoring Knightmare on Wall Street:The Rise and Fall of Knight Capital and the Biggest Risk for Financial Markets (2013), and The Speed Traders: An Insider’s Look at the New High-Frequency Trading Phenomenon That is Transforming the Investing World, published in English by McGraw-Hill Inc. (2011), 交易快手, published in Mandarin by China Financial Publishing House (2012), Mr. Perez has brought together his latest research and insights with the publication of The AI Breakthrough:How Artificial Intelligence is Advancing Deep Learning and Revolutionizing Your World (2018).

Mr. Perez has consulted for private equity and hedge funds, is Council Member at the Gerson Lehrman Group, Guidepoint Global Advisors, and Internal Consulting Group. Mr. Perez was also a vice president at Citigroup, a senior consultant at IBM, and a strategy consultant at McKinsey & Co. in New York City. Previously, he managed Operations and Technology for Peruval Finance. Mr. Perez has an undergraduate degree in Systems Engineering from Universidad Nacional de Ingeniería, Lima, Peru (1994), a Master of Administration from Universidad ESAN, Lima, Peru (1997) and a Master of Business Administration from Columbia Business School, New York, with a dual major in Finance and Management (2002). He belongs to the Beta Gamma Sigma honor society.

Mr. Perez has addressed thousands of top executives around the world through keynote speeches and corporate training programs on quantum computing, artificial intelligence, deep learning, cybersecurity and financial trading. He contributes to The New York Times and China’s Sina Finance.

Gina Sanchez is the founder and Chief Executive Officer of asset allocation consultancy Chantico Global.

Gina researches all areas of the globe from North America, to Africa, and Europe, looking at investment opportunities, future market trends, and general economic conditions.  She considers how the institutional world thinks about investing, the big economic trends, and the increasing labor market gap - the shortfall between the number of skilled employees and the demand for those skills.

She was previously the Director of Equity and Asset Allocation for Roubini Global Economics (RGE), advising their clients worldwide on investments and assets.  Gina also served as Managing Director of Public Investments at the California Endowment, a $3 billion LA-Based foundation.  She also worked as Director of Public Investments at the $10 billion Ford Foundation, as a Portfolio Manager and strategist at the American Century Investment Management, and in Emerging Markets Research at JP Morgan.

Chantico Global was spun out of RGE and now parnters with Oxford Economics, the world's largest macroeconomic counsultancy to provide cutting edge portfolio stress tests across economic scenarios as well as portfolio rebalancing.

Alongside her role advising clients around the world, Gina is also a regular contributor and guest host on CNBC interviewing global business figures and commentating on the economy.  She is frequently quoted in print and broadcast media and was a recipient of Institutional Investor's Foundations and Endowments Rising Stars Award.

At the vanguard of his generation 38 years ago, Harry Broadman began a career focused on investment opportunities and risks in emerging markets. Today, he’s globally known as a venerable practitioner of the design and execution of novel ‘first-mover’ strategies in such markets to achieve rapid business growth and rigorous risk-mitigation—strategies that focus on building durable cross-border trade and investment transactions, potent strategic partnerships, agile supply chains, robust corporate governance, tough financial compliance and anti-corruption controls, and incentives for sustained innovation.

Re-inventing himself multiple times across greatly differentiated senior roles in the private sector as a CEO, private equity investor, expert witness, management consultant and board director—interspersed with stints as a high-level White House trade negotiator and economic official and Senate committee professional staff member—he emerged as an authority on the fundamental drivers of the transformation world markets experienced (and continue to do so) long before the term "globalization" was ever uttered.

Harry has worked on the ground in more than 85 emerging markets across 5 continents, including China, India and the rest of Asia; much of Latin America; Russia and the Former Soviet Union; Eastern & Central Europe; the Balkans and Turkey; most of Africa; and much of the Middle East.

He’s advised entities such as IBM, Coke, CEMEX, Canon, Exxon, TPG, Valmet, KIA, ITW, Carlyle, PPG, Corning, Heineken, Merck, Mahindra, Walmart, Deere, Mars, Avon, Canadian Pension Bd, Intel, GE, Future Fund, ADIA, ICANN, Temasek, Berkshire Hathaway, McCormick, SunEdison, Westinghouse, Dow, Siemens, Standard Chartered, Microsoft, Apollo, Tyco, Caterpillar, Nike, Pfizer, Hilton, Blackstone, and Jaguar.

As a speaker, Harry brings to audiences a unique combination of fundamentally insightful views and operational lessons about the ways is which market and policy dynamics will impact C-suites, boards, managers and workers as well as suppliers and customers, and how they’ll alter business fortunes.

Harry has the rare ability to frame such effects from a genuinely prospective vantage point rather than conventional rear-view mirror extrapolations, and through a prism incorporating intrinsic non-linearities of market changes. And, all done in a highly entertaining mode, infused with his infectious sense of humor.

Norm Champ is a Partner in the Investment Funds Group of Kirkland & Ellis LLP and author of Going Public: My Adventures Inside the SEC and How to Prevent the Next Devastating Crisis. Mr. Champ is the former Director of the Division of Investment Management at the U.S. Securities & Exchange Commission (SEC). Under his leadership, the SEC adopted a new rule in July 2014 to reform money market mutual funds.

Going Public chronicles Mr. Champ’s experiences at the SEC during the aftermath of the 2008 global financial crisis and how they shed light on the regulatory process and government policy-making. 

Erika Karp is Chief Impact Officer at Pathstone, an independently operated, partner-owned advisory firm offering comprehensive family office services and customized investment advice for families, family offices, and foundations and endowments. Erika joined the Pathstone team from Cornerstone Capital Group, the sustainable and impact investment advisory firm she founded in 2013, and whose team is now part of Pathstone. As an early advocate, Erika brings both pragmatism and intensity to driving the discipline of sustainable and impact investing. Having spent decades on Wall Street, Erika developed a deep belief in environmental, social, and governance (ESG) analysis as a critical input to investment decision-making. At Pathstone, she guides the firm’s strategy for engaging with clients who seek to align their investments with their mission or values.

Erika envisions a world where capitalism fully values all forms of capital, including human and natural capital, and where investments serve to foster a regenerative global economy. She has made it her mission to bring the disciplines of finance, economics, and sustainability to bear in pursuit of a more inclusive form of capitalism. More of Erika’s thoughts on this can be found here.

In 2021, Erika was recognized by InvestmentNews for Excellence in Diversity, Equity and Inclusion. The award honors individuals who inspire others from diverse backgrounds to join, flourish, and bring their authentic selves to work in the financial services industry. Erika was also recognized among 100 “Women in Impact” by Real Leaders. Erika speaks at venues and conferences around the world including GreenBiz, the UN Global Compact, Confluence Philanthropy, Mission Investors Exchange, SALT, the Clinton Global Initiative, the Wharton School, the NYSE, the Organization for Economic Co-operation & Development (OECD), the White House, and many other forums.

Leo M. Tilman is Executive Chairman of Capitol Peak Asset Management. Prior to founding the firm, he was President and CEO of Tilman & Company (now Capitol Peak Solutions), a strategic advisory firm serving corporations, financial institutions, governments, and institutional investors worldwide. Previously, Mr. Tilman held senior positions with BlackRock and Bear Stearns, where he was Chief Institutional Strategist and Senior Managing Director.

Sallie Krawcheck’s mission is to help women reach their financial and professional goals (or, put more bluntly, to get more money into the hands of women), thus enabling them to live better lives and unleashing a positive ripple effect for our families, our communities and our economy. She is the CEO and co-founder of Ellevest, a digital-first, mission-driven investment platform for women. Ellevest is one of the fastest growing digital investment platforms and has been named a #24 on CNBC’s top 50 "Disruptor" list, #14 on LinkedIn’s 50 “Most Sought-After Startups” ( #2 in New York), and one of Entrepreneur Magazine’s Top 100 Brilliant Ideas. Krawcheck is also Chair of Ellevate Network, a 135K-strong global professional women’s network; and she is the best-selling author of Own It: The Power of Women at Work.

With a reputation for integrity, creativity, independence of thought, a sense of humor and an unrelenting focus on results, Sallie Krawcheck 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. She has been recognized by Inc. as a “Top Female Founder”, called "The Last Honest Analyst" by Fortune magazine, was named the seventh most powerful woman in the world by Forbes, was # 9 on Fast Company's list of the "100 Most Creative People in Business and is considered one of the "Most Influential People in ESG Investing" by Barron's." She has been called one of the top 10 up and coming entrepreneurs to watch by Entrepreneur Magazine and has landed on Vanity Fair’s “The 2018 New Establishment List.”

Before launching Ellevest, Krawcheck built a successful career on Wall Street: She was the CEO of Merrill Lynch, Smith Barney, US Trust, the Citi Private Bank, and Sanford C. Bernstein. She was also Chief Financial Officer for Citigroup. Prior to that, Krawcheck was a top-ranked research analyst covering the securities industry.

Tobias "Toby" Moskowitz is the Dean Takahashi ’80 B.A., ’83 M.P.P.M. Chaired Professor in Finance at the Yale School of Management, and a principal at AQR Capital Management, LLC.  He is also a research associate at the National Bureau of Economic Research.  He previously held the inaugural Fama Family Chaired Professorship at the University of Chicago Booth School of Business from 2009 to 2016.

Professor Moskowitz was recognized by the American Finance Association with its 2007 Fischer Black Prize, which is awarded biennially to the top finance scholar in the world under the age of 40 in years when one is deemed deserving. Moskowitz also won the Ewing Marion Kauffman Medal in 2012 for the top research in entrepreneurship under 40.

He has received numerous awards, including the Smith-Breeden, Brattle, Fama-DFA, Michael Brennan, Bernstein-Fabozzi and Jacobs-Levy, Harry Markowitz, and Q-Group paper awards.

In collaboration with David F. Swensen, the former CIO of the Yale Investments Office, Professor Moskowitz founded the Yale School of Management’s Master’s program in Asset Management in 2021, for which he serves as the Academic Director. 

In 2011, he wrote the New York Times bestseller Scorecasting:  The Hidden Influences Behind How Sports are Played and Games are Won, (Crown Archetype, Random House) co-authored with L. Jon Wertheim.

Andy answers "where we do go from here?" for the future by breaking down the chaos of our world and giving specific ideas how to overcome, adapt and thrive. His ROI is preparing your board, clients and conference attendees for the opportunities ahead. 

He does this by delivering keynotes based on his up-to-date research on the economy, on policy and on supercharged trends. He's fast, upbeat and funny... and engages any audience using polling and storytelling. Andy spent his career doing this for an investment bank, but also just did this for the US government as the 1st Chief Market Intelligence Officer (CMIO). Today, Andy works with financial services, agriculture, manufacturing, chemicals, construction, real estate, and energy firms... any group trying to answer, "Where Do We Go from Here?"

Raghuram Govind Rajan is the Katherine Dusak Miller Distinguished Service Professor of Finance at the Booth School of Business at the University of Chicago. Raghuram Rajan also served as the 23rd Governor of the Reserve Bank of India. Dr. Rajan is a senior advisor to Booz and Co, BDT Capital, and MCAP, and on the international advisory board of Bank Itau-Unibanco. He is a director of the Chicago Council on Global Affairs and on the Comptroller General of the United States’ Advisory Council, as well as a member of the Group of Thirty. Dr. Rajan was the President of the American Finance Association in 2011 and is a member of the American Academy of Arts and Sciences. In January 2003, the American Finance Association awarded Dr. Rajan the inaugural Fischer Black Prize, given every two years to the financial economist under age 40 who has made the most significant contribution to the theory and practice of finance.

What if you could harness the power of the free market to solve the problems of poverty, hunger, and inequality? To some, it sounds impossible. But Nobel Peace Prize winner Muhammad Yunus is doing exactly that.

As founder of Grameen Bank, Yunus pioneered microcredit, the innovative banking program that provides the poor — mainly women — with small loans they use to launch businesses and lift their families out of poverty. Muhammad Yunus’s vision is the total eradication of poverty from the world. "Grameen," he says, "is a message of hope, a program for putting homelessness and destitution in a museum so that one day our children will visit it and ask how we could have allowed such a terrible thing to go on for so long." This work is a fundamental rethink on the economic relationship between the rich and the poor, their rights and their obligations. The World Bank recently acknowledged that "this business approach to the alleviation of poverty has allowed millions of individuals to work their way out of poverty with dignity."

Muhammad Yunus believes credit is the last hope left to those faced with absolute poverty, and that the right to credit should be recognized as a fundamental human right. It is this struggle and the unique and extraordinary methods he invented to combat human despair that Muhammad Yunus recounts here with humility and conviction. It is also the view of a man familiar with both Eastern and Western cultures — on the failures and potential for good of industrial countries. It is an appeal for action: we must concentrate on promoting the will to survive and the courage to build in the first and most essential element of the economic cycle — Man.

Charles Ellis has dedicated his career to investment management, education and research. He led Greenwich Associates to global leadership in strategy consulting to financial service organizations. He has served on the faculty at Harvard Business School, Yale School of Management, and the CFA Institute Investor Workshop at Princeton, and as a trustee and chair of the investment committee at Yale University, Chair of Robert Wood Johnson Foundation's Finance Committee, and Chair of Whitehead Institute. He is one of 11 individuals honored by CFA Institute for lifetime contributions by the investment profession.

Lisa Caputo is Executive Vice President of Marketing and Communications for Travelers. She oversees the company’s marketing, research and corporate communications functions. She joined Travelers from Citigroup, where she was most recently Executive Vice President, Global Marketing and Corporate Affairs.

Lisa founded Citi’s leading women’s financial services business, Women & Co., and was its Chairman and CEO since 2000 when she joined Citi. She also was the Co-Head of Citi’s Women’s Initiative. Her wide-ranging experience throughout her career encompasses marketing, advertising, branding, research, media, digital, sponsorships, external, internal and executive communications, media relations, issues management, crisis management, government relations, grassroots organizing, community and consumer advocate group management, and growing a start-up concept into a revenue generating business. 

Lisa is also a frequent television commentator and public speaker on current events and politics.

Widely acknowledged as the preeminent expert on corporate governance, Richard Breeden is the former Chairman of the United States Securities and Exchange Commission. With wit and perspective, Mr. Breeden analyzes the issues and alternatives facing boards of directors, corporate leadership and regulators in today’s business environment.

Dubbed the “Wizard of Wharton,” Forbes named Jeremy Siegel “Best Business School Guru.” He’s an academic with optimism who presents a framework for understanding world markets and offers strategies for protecting and enhancing long-term capital.

Dr. Allen Sinai is Chief Global Economist and President of Decision Economics, Inc. (DE), a U.S. and Global economic and financial markets information, forecasting and advisory firm located in New York and Boston. He is a renowned global economist and forecaster, a business cycle and financial markets analyst and researcher, an educator, businessperson and investor whose work has impacted firms, individuals, and policymakers in Washington and elsewhere for over four decades.

Allen Sinai is known for his forecast accuracy and pioneering use of a National Economic and Financial Information Systems (NEIFA) approach to forecasting “Big Wave” trends in world economies and financial markets. He brings to his work a unique blend of scientific macroeconometric model-based academic research, an understanding of the structure and workings of the U.S. and Global economies and financial markets, extensive hands-on experience working for financial institutions and in financial markets, involvement in Washington and other centers of policymaking, and a long-time career in business and investments.   Over many years, independent and nonpartisan, he has advised policymakers in Washington, Japan and globally, the U.S. Congress, and both Republican and Democratic Administrations on the economy, policy, the financial markets, and bottom-line strategy.

With a wealth of experience and an unparalleled depth of research into the macroeconomic and the geopolitical landscape of the MENA region, Florence Eid-Oakden is highly sought-after by audiences eager to benefit from her considerable expertise. An accomplished speaker, Eid-Oakden's presentations are seamlessly put together. Her messages are powerful and effective, delivered in her personal and highly professional style. She presents in English, Arabic, French and Spanish 

Peter Richard Orszag is an American banker and economist, and Head of North American M&A and Vice Chairman of Investment Banking at Lazard. He previously served as a Vice Chairman of Corporate & Investment Banking and Chairman of the Financial Strategy & Solutions Group at Citigroup, Inc. He is also a Nonresident Senior Fellow in Economic Studies at the Brookings Institution and a Contributing Columnist at Bloomberg View.  He was previously President Barack Obama's director of the Office of Management and Budget. Orszag was the director of the Congressional Budget Office from 2007 to 2008. He served in two jobs in the Bill Clinton administration, as a senior economist at the Council of Economic Advisers from 1995 to 1996 and, in 1997, as top adviser to the director of the National Economic Council.