Michael is the Chief Investment Strategist for the SPDR® Americas Business at State Street Global Advisors. He is responsible for expanding State Street Global Advisors’ footprint and thought leadership effort through frequent contributions to the financial news media, speaking engagements and client interactions. Michael is a highly regarded speaker at industry conferences and is the author of several articles related to investment management practices. He is a member of the firm’s Senior Leadership Team.
During his more than 20-year career as an investment professional, Michael has served as State Street Global Advisors’ Global and EMEA Head of Portfolio Strategy as well as a senior portfolio manager in the Global Active Quantitative Equity Group. He has substantial experience developing long-only and long-short quantitative strategies and managing investment portfolios using quantitative disciplines. Michael has worked extensively with the firm’s global institutional and intermediary clients to help them identify investment solutions that enable them to meet their long-term financial goals.
Michael holds a BS in Finance from Bentley College. He has earned the Chartered Financial Analyst designation and is a member of the Boston Security Analysts Society and CFA Institute.
Matthew is a Managing Director at State Street Global Advisors and Head of SPDR® Americas Research. He manages a team responsible for the product research and analysis of SPDR ETFs, and the development of market outlooks, investment themes, and portfolio implementation ideas to help clients understand the market landscape and achieve their desired investment outcomes.
Matthew graduated from Northeastern University with a BS in Economics and earned his MBA at Northeastern with concentrations in Investment Analytics and Corporate Finance. He has earned the Chartered Financial Analysts designation and is a member of the CFA Institute and the Boston Security Analysts Society. He also holds the FINRA Series 7, 24, 63 licenses.
Ian Bremmer is the president and founder of Eurasia Group, a leading global political risk research and consulting firm. He is a prolific thought leader and author, regularly expressing his views on political issues in public speeches, television appearances, and top publications, including Time magazine, where
he is the foreign affairs columnist and editor-at-large. Once dubbed the “rising guru” in the field of political risk by The Economist, he teaches classes on the discipline as a professor at New York University. His latest book Us vs. Them: The Failure of Globalism is a New York Times bestseller.
In 1998, Ian established Eurasia Group with just $25,000. Today, the company has offices in New York, Washington, San Francisco, London, Sao Paulo, Singapore, and Tokyo, as well as a network of experts and resources in 90 countries. As the firm’s president and most active public voice, Ian advises leading executives, money managers, diplomats, and heads of state.
Ian is credited with bringing the craft of political risk to financial markets—he created Wall Street’s first global political risk index (GPRI)—and for establishing political risk as an academic discipline. His definition of emerging markets—“those countries where politics matters at least as much as economics for market outcomes”—has become an industry standard. “G-Zero,” his term for a global power vacuum in which no country is willing and able to set the international agenda, is widely accepted by policymakers and thought leaders.
In 2007, Ian was named a Young Global Leader of the World Economic Forum, where he is the founding chairman of the Global Agenda Council on Geopolitical Risk. He is the Harold J. Newman Distinguished Fellow in Geopolitics at the Asia Society Policy Institute and serves on the President’s Council of the Near East Foundation, the Leadership Council for Concordia, and the Board of Trustees of Intelligence Squared.
Ian earned a master’s degree and a doctorate in political science from Stanford University, where he went on to become the youngest-ever national fellow at the Hoover Institution. He received his bachelor’s degree in international relations from Tulane University.
Ian has published nine books including the national bestsellers Every Nation for Itself: Winners and Losers in a G-Zero World, The End of the Free Market: Who Wins the War Between States and Corporations?, and Superpower: Three Choices for America’s Role in the World. 1663
John Bowen is the founder and CEO of CEG Worldwide, the world’s leading coaching firm for financial advisors. For more than 18 years, Bowen and his team have had the privilege of coaching elite financial advisors to build simple, elegant wealth management businesses that serve their affluent clients extremely well while building lives of significance for themselves, their teams and their loved ones.
Before founding CEG Worldwide, Bowen worked directly with affluent clients as a financial advisor for 26 years, managing up to $2 billion in assets before selling his firm. Following the sale of his firm, he became CEO of Assante Capital Management. Under his leadership, Assante more than tripled assets under management to more than $25 billion.
Bowen is widely recognized as a leader in the financial services industry. Over three decades, he has delivered hundreds of keynote presentations and workshops to thousands of top advisors around the world. For more than 20 years, he wrote a highly acclaimed monthly column for the leading U.S. financial services trade journal, Financial Planning. And he is the author or co-author of more than a dozen books, including Elite Wealth Planning: Lessons from the Super Rich, The Wealthy Client Pipeline: Leveraging Thought Leadership to Build Profitable Partnerships with Attorneys and Accountants and Breaking Through: Building a World-Class Wealth Management Business.
Author, Speaker and Decision Strategist
Annie Duke has leveraged her expertise in the science of smart decision making to excel at pursuits as
varied as championship poker to public speaking. On February 6, 2018, Annie’s first book for general
audiences, Thinking in Bets: Making Smarter Decisions When You Don’t Have All the Facts will be released
by Portfolio, an imprint of Penguin Random House. In this book, Annie reveals to readers the lessons she
regularly shares with her corporate audiences, which have been cultivated by combining her academic
studies in cognitive psychology with real-life decision making experiences at the poker table.
For two decades, Annie was one of the top poker players in the world. In 2004, she bested a field of 234
players to win her first World Series of Poker (WSOP) bracelet. The same year, she triumphed in the $2
million winner-take-all, invitation-only WSOP Tournament of Champions. In 2010, she won the
prestigious NBC National Heads-Up Poker Championship. Prior to becoming a professional poker player,
Annie was awarded a National Science Foundation Fellowship to study Cognitive Psychology at the
University of Pennsylvania.
Annie now spends her time writing, coaching and speaking on a range of topics such as decision fitness,
emotional control, productive decision groups and embracing uncertainty. She is a regularly sought-after
public speaker, addressing thousands in keynote remarks at conferences for organizations ranging from
the Investment Management Consultants Association to the Big Ten Conference. She has been brought in
to speak to the executive teams or sales forces of organizations like Marriott, Gaylord Resorts and
Ultimate Software, among others. She is a sought-after speaker in the financial sector, with clients such
as Susqehanna International Group and CitiBank. Annie regularly shares her observations on decision
making and critical thinking skills on her blog, Annie’s Analysis, and has shared her poker knowledge
through a series of best-selling poker instruction and theory books, including Decide to Play Great Poker
and The Middle Zone: Mastering the Most difficult Hands in Hold’em Poker (both co-authored with John
Annie is a master storyteller, having performed three times for The Moth, an organization that preserves
the art of spoken word storytelling. One of her stories was selected by The Moth as one of their top 50
stories and featured in the organization’s first-ever book. Her passion for making a difference has helped
raise millions for charitable causes. In 2006, she founded Ante Up for Africa along with actor Don Cheadle
and Norman Epstein, which has raised more than $4 million for Africans in need. She has also served on
the board of The Decision Education Foundation. In 2009, she appeared on The Celebrity Apprentice, and
raised $730,000 for Refugees International, a charity that advocates for refugees around the world. In
October 2013, Annie became a national board member for After School All-Stars. In 2014, Annie cofounded
How I Decide, a nonprofit with the goal of helping young people develop the essential life skills
of critical thinking and decision making. In 2015, she became a member of the NationSwell Council. In
2016, she began serving on the board of directors of The Franklin Institute, one of America’s oldest and
greatest science museums.
As an impressionable youth, Marcus Lemonis read the description of Entrepreneur to his mother from the dictionary while working on a school project, which inspired him to challenge himself and make his dreams come true. His humble beginnings and journey through life represent the heart and soul of what true entrepreneurism is. Although he was not born in America, he is proud to be living the American Dream through hard work, determination and believing. Those who have had the chance to hear his story through his moving speaking engagements would say that he is humble, down to earth and 100 percent brutally honest.
A past nominee for the 2018 Critic’s Choice Award for Best Structured Reality Series for his work on CNBC’s The Profit, Marcus lends his business expertise to struggling businesses in various industries across the country while using his famous People-Process-Product principle. Through his 3P mantra, he analyzes every business by the quality people, whether they have an excellent and relevant product, and the best possible process for creating, delivering, and selling that product. While many people frequently call him the “business turnaround king,” he will be the first to say that he really helps people with tough love so they can use the experience to inevitably succeed.
Marcus was born in war-torn Beirut, Lebanon in 1973; and, at nine months old, was adopted by a couple living in Miami, FL. As a young child, he was exposed to positive and prosperous business values at his family-owned auto dealership. His entrepreneurial spirit bloomed at age 12 while attending Epiphany Catholic School, when he started a lawn mowing service to generate money for a candy business while enlisting his friends for their help. He then graduated from Christopher Columbus High School and moved to Milwaukee, WI to attend Marquette University, where he studied Political Science, Criminology and Economics.
It was a conversation with family friend and former Chrysler CEO, Lee Iacocca, who advised him to get into the camping and RV business, which put him on the path to eventual chairmanship at America’s #1 source for RVs, camping accessories, RV maintenance and repair: Camping World.
Lemonis was recognized for having “more impact on the industry than any single individual or company in recent memory as an agent of change and retail consolidation,” when RV Business Magazine named him their 2007 Newsmaker of the Year. Ten years later he became 2017 RV Business Newsmaker of the Year for “evolving into one of the most transformational characters in the U.S. recreational vehicle industry, having built up Camping World’s dealer network to some 135 company-owned RV stores in 36 states retailing RV’s, parts and accessories, emergency road service, insurance and other services as America’s No. 1 RV dealer in terms of sheer sales volume.” In addition, Crain’s Chicago Business featured him in their 2005 edition of “40 under 40,” and in 2008, Ernst & Young named him Entrepreneur of the Year.
Prior to The Profit, he appeared on NBC’s Celebrity Apprentice in 2011 and 2012, and was also featured
on ABC’s television show, Secret Millionaire in 2012.
With multiple ventures on his resume, Marcus can be seen sharing his knowledge through numerous business and entertainment television programs, and is also regarded as one of the most sought-after industry experts and keynote speakers in the small business sector today. Marcus drives results through collaborations, partnerships and relationships. His advice for aspiring entrepreneurs is simple: know your numbers, trust the process and remember that he’s 100 percent IN CHARGE!
President, TD Ameritrade Institutional
Tom Nally oversees the strategy and deployment of initiatives for the Advisor segment at TD Ameritrade. He also serves as a member of the company’s senior operating committee (SOC), which shapes the strategic focus of the organization.
Tom Nally is responsible for all business functions at TD Ameritrade Institutional. As president of TD Ameritrade Institutional, Nally sets the vision for key initiatives supporting independent registered investment advisors (RIAs), a growing and dynamic segment of the wealth management industry. Nally has more than 20 years of experience working with advisors and leads a tenured team focused on serving more than 4,500 independent RIAs who custody assets with TD Ameritrade Institutional.
A recognized leader and advisor advocate, Nally was named to Investment Advisor Magazine’s annual list of the 25 most influential people in the industry in 2012 and 2014. Under Nally’s leadership, TD Ameritrade Institutional has experienced strong growth and has earned accolades for delivering innovative technology to help RIAs run and build their businesses. With a focus on the future, Nally has championed efforts to attract and support the Next Generation of advisors including launching the TD Ameritrade Institutional NextGen Scholarship and Grant Program and the TD Ameritrade RIA Intern Network.
Prior to being named president, Nally was responsible for TD Ameritrade Institutional Sales. Nally and his team developed new advisor relationships and provided practice management and consultative support to help RIAs achieve their business goals. Over his tenure, he has held multiple management positions in various key segments of the business, including responsibility for trading, fixed income, advisor relations, client service, advisor technology, account services and operations.
Nally graduated from Rider University with a degree in Finance and completed the Securities Industry Institute program at the Wharton School of Business. In 2013, he completed Executive Education coursework at the Stanford Graduate School of Business. Nally currently holds Series 7, 8, 24 and 63 licenses.
Strategic Technology Director, Microsoft US Capital Markets
Matt guides firms through the digital transformation journey by delivering thought leadership, cultural change, and innovative ideas. As Strategic Technology Director for Microsoft’s US Capital Markets, his coverage spans investment firms, fintech, ESG, asset managers, brokerages, and exchanges.
With a 20-year career supporting technology initiatives across major energy, healthcare and life sciences, and semiconductor organizations, Matt now helps global financial services firms understand complex digital concepts and upcoming market changes with an eye on the ultimate deliverable – their own customers.
Matt earned his BA in English from the Pennsylvania State University and has leveraged his mix of skills to bring unique insights to privately owned firms and Fortune 500 companies. He managed one of the most successful Microsoft partners in the US and has published over 100 articles about technology, culture, and business. Outside of work, you’ll find Matt running out on the trail, listening to podcasts and audio books and being a general learn-it-all.
Founder of Because I Said I Would
Alex Sheen is a four-time TEDx speaker and the Founder of “ because I said I would”, an international social movement and nonprofit dedicated to the betterment of humanity through promises made and kept. Sparked by a tragedy in his life, Alex created a concept called the Promise Card and began mailing cards to anyone who requested them at no cost. Since 2012, over 9.81 MILLION Promise Cards have been distributed to over 153 countries. In 2013, Alex left his Corporate Strategy Lead position at a leading software company to dedicate himself entirely to the nonprofit. Alex is the author of the upcoming book "because I said I would." that was released in January 2019. Alex's unique perspective on accountability, commitment, and self-control developed both from his responsibilities in leading a global effort about keeping promises and his personal experience fulfilling his own promises. Alex's work has been featured on CNN, ABC World News with Diane Sawyer, TODAY Show, Good Morning America, NPR, Fox News, Los Angeles Times, CBS Nightly News and many other programs. He has been featured on the cover of Spirit Magazine and honored as a Steve Harvey "Harvey's Hero".
TD Ameritrade, Inc. and all third parties listed above are separate unaffiliated companies and are not responsible for each other’s services or policies.
As the editor-in-chief of Wired—one of the most prestigious positions in the world of technology—Nicholas Thompson is staking out a bold, optimistic vision for covering, and responding to, the changing realm of digital culture. From artificial intelligence to entertainment, privacy to social media, ethics to war, Thompson leads the news cycle—and in talks, he champions the ways tech can enhance our lives, both as a quick-witted, brilliant keynote speaker and as a charming, provocative host.
Thompson served previously as a senior editor at Wired from 2005–2010. There, he edited both National Magazine Award-nominated writing and “The Great Escape,” the story that became the feature film Argo. Thompson then played a pivotal role with The New Yorker—first as senior editor, then as editor of the magazine’s digital platform, where he helped re-design the website, launch the New Yorker app, spark an eight-fold increase in monthly readers, and quadruple the number of new digital subscribers each month (based on his editorial focus on offering loyalty to writers, diversifying the magazine’s social media presence, and publishing “more, better stories”). He is also the author of the critically acclaimed biography The Hawk and the Dove: Paul Nitze, George Kennan, and the History of the Cold War.
Earlier in his career, Thompson worked as a Senior Editor at Legal Affairs, as an editor at the Washington Monthly, and co-founded The Atavist, the National Magazine Award-winning publishing company which he sold to WordPress. He appears regularly on CBS This Morning and the CBS Evening News, and is a contributor to the network. With a massive and vigilant following on social media, Thompson was named by LinkedIn as #4 on their 2018 list of top influencers, just behind Melinda Gates and one spot ahead of Justin Trudeau. He earned the 21st Century Leader Award from The National Committee on American Foreign Policy, was a Future Tense Fellow at the New America Foundation, and is a member of the Council on Foreign Relations. Thompson graduated from Stanford University, where he was a United States Truman Scholar. He is also an accomplished runner is currently the #23 ranked master’s marathon runner in the world.
Yancey Strickler is a writer and the Cofounder and former CEO of Kickstarter. Viking Books will publish Yancey's first book, "This Could Be Our Future: A Manifesto for a More Generous World" on October 29.
Since introducing the world to crowdfunding a decade ago, Kickstarter has helped creative people raise more than $4 billion in funding for their projects. Among the projects that got their start on Kickstarter: Cards Against Humanity, Oculus Rift, multiple Oscar-winning films, projects by Spike Lee, Neil Young, Marina Abramovic, and thousands of albums, books, comics, artworks, gadgets, plays, and restaurants.
In 2015 Kickstarter became a Public Benefit Corporation, choosing to focus the company's mission, as the New York Times wrote, on "altruism over profit." A study by the Wharton School of Business that year found that Kickstarter projects created more than 300,000 full- and part-time jobs.
Yancey has been recognized as a Young Global Leader by the World Economic Forum and one of Fast Company's Most Creative People. He's spoken at the Museum of Modern Art, Tribeca and Sundance Film Festivals, Web Summit, SXSW, Walker Art Center, Stanford, Columbia University, and NYU.
Yancey is Cofounder of the artistic resource The Creative Independent and a former music journalist whose writing has appeared in Pitchfork, the Village Voice, and Washington Post. The London Spectator called him "one of the least obnoxious tech evangelists ever."
Executive Business Coach, Carson Group
Each business or practice is a unique “ecosystem” with its own personality and features. Tammy finds that by understanding the history, the team, and what makes each practice tick, she can advise how to implement improvements or processes in the way that will work effectively for them. She gets “under the rug,” so to speak, to really understand the story behind changes advisors want to make, and who is involved – this helps Tammy get to the real issues with them and target the root of where to begin.
Tammy is passionate about helping advisors draw real satisfaction from their practices – that includes running a business that functions well to support their bigger wants and purpose in life. Not take them away from it.
Prior to joining Carson Group, Tammy spent 10 years of private consulting as the Principal Consultant of Catalyst Partners, a company she founded in 2008. At Catalyst, Tammy specialized in providing hands-on business counsel and leadership advice exclusively to owners of Independent RIAs and their key staff, to help them grow stronger, more profitable businesses. Before launching Catalyst, she served for seven years in successive roles as Director of Practice Management and Director of National Sales Development for H&R Block Financial Advisors (now Ameriprise Financial Services) in Kansas City. There she managed a team responsible for increasing client acquisition and productivity for financial advisors in 120 retail offices.
Tammy has a Bachelors’ degree in Journalism from Kansas State University and an Executive MBA from the Henry W. Bloch School of Business at the University of Missouri-Kansas City. She and her husband, Darrin, live in Wichita, Kansas.
In her free time, Tammy enjoys time at the lake with family and her husband, Darrin; cooking for fun and investigating unique eateries off-the-beaten-path.
Michael W. Byrnes
President of Byrnes Consulting, LLC, Byrnes Consulting, LLC
Mike Byrnes, a national speaker and President of Byrnes Consulting, LLC, works with advisors to help them become even more successful. He is a recognized thought leader on practice management topics and has been published almost 400 times in over 30 media outlets throughout the industry. His expertise is in business planning, marketing strategy, business development, client service and management effectiveness, along with several other areas. He specializes in helping businesses grow by utilizing the right mix of PR, social media, websites, sales, events, advertising, direct mail, emails, marketing collateral and research. In his free time, Mike serves as a volunteer consultant for Empower Success Corps (formerly known as Executive Service Corps of New England), helping hundreds of charities in Massachusetts and Rhode Island. Mike received his MBA from Boston College and BS from Saint Michael's College. Learn more at ByrnesConsulting.com.
Consultant, TD Ameritrade Institutional
A laser? A sharpshooter? Perhaps one word can’t describe Eliza. But her amazing focus and ability to pinpoint a client’s strengths, weaknesses, and opportunities is what makes her so respected. In 2008 Eliza Co-Founded FA Insight and as a Principal and the Director of Consulting, she led the firms strategic planning and human capital offerings, including the development of strategic growth strategies. With a focus on supporting firms in achieving superior performance Eliza consulted in a range of areas including mergers and acquisitions, organizational design, compensation planning and performance management. In 2016, FA Insight was acquired by TD Ameritrade. Eliza now serves the TD Ameritrade adviser community developing data driven whitepapers, guidebooks and adviser workshops. She is frequently invited to present at industry conferences on a range of business management topics. Eliza continues to consult directly with large advisory firms to address their most critical business needs. Prior to co-founding FA Insight, Eliza served as a Senior Consultant with the Moss Adams Business Consulting Group in Seattle Washington. Previously, Eliza worked in Western Australia as a Business Consultant for the wealth management division of the National Australia Bank. Her prior experience also includes service as a lecturer at the Securities Institute of Australia and as a planner for AXA. She holds a diploma of financial planning from Deakin University in Melbourne, Australia, and a bachelor’s degree in commerce from Curtin University of Technology in Perth.
President, Kaleido Creative
Executive Business Coach, Carson Group
Greg has been working with financial planners for his entire professional career. Before joining Carson Group Coaching in May 2006, Greg served seven years as Director, Certification Services at the Certified Financial Planner Board of Standards. For the four years prior to his experience at the CFP Board, Greg was the Director, Student Service Center at the College for Financial Planning. He likes to joke with members, “I spent four years educating advisors, then seven years certifying them, and now consulting with them to enhance their practice and their lives.”
They say “you are a sum of your life experiences.” Greg’s 17 years of managerial experience is drawn upon every day to assist coaching members. It is not simply the 17 years that is critical; but rather, the quality and diversity of that experience. Greg notes, “I worked with some incredibly gifted people at the College for Financial Planning and CFP Board. Those non-profit cultures were very calm and thoughtful. I still work with a bunch of gifted people; the difference is the entrepreneurial spirit in the Carson Group Coaching office. The way we see the world, and the pace and manner in which change occurs is very different. I enjoy both cultures, and adapting to the ‘Carson Group Coaching culture’ was surprisingly an easy transition. The ‘education’ from that transition is what I find so valuable. The experience of working in these different cultures often helps me see things in ways that are helpful and transferable to members.”
Greg earned both his Bachelor’s in economics and MBA degrees from the University of South Dakota. Greg, and his wife, Marilyn, have been married since 1985 and have three daughters. His family is his first passion and priority, but Greg would enjoy fishing every day if possible.
Project Manager, Kaleido Creative
Founder, Technology Strategist, Consultant
As Founder & President of RIA Oasis, Kristen uncovers the real-time hurdles advisors face when it comes to technology, integrations & workflow building. As a Technology Strategist & Speaker, Kristen works directly with advisors and planners to assess, research, & implement technology platforms. Her passion is uncovering business solutions by marrying tech with best practice initiatives.
Kristen’s career spans over 15 years in financial services, specializing in operational efficiencies related to technology & business infrastructure. From managing Operations of a now billion dollar+ RIA based in the Midwest to being an alumni member of the TD Ameritrade Institutional Operations Panel, Kristen uncovers the ever-changing tech landscape by being boots on the ground with a variety of influencers. She is now as an agnostic, strategic partner to tech vendors, RIA firms, Hybrid model firms, Financial Planning firms, Consultants & Custodians throughout the industry.
Director of Growth, Advisor Websites
Nitesh is an Enterprise Account Director at Advisor Websites. He works with 100s of advisors and head offices with different broker dealers across North America to help them with their online presence. From websites to SEO, and social media, Nitesh has spoken at conferences across the country and helped many advisors improve their online marketing by creating efficiencies using technology!
Managing Director, FORESIDE
Ms. Weston is Managing Director at Foreside, and has more than 20 years of experience in the securities industry, including over 15 years in investment adviser compliance. Prior to Foreside, Ms. Weston was a manager in corporate compliance and consulted with advisory firms affiliated with a national broker-dealer. As Managing Director on Foreside's Product team, Ms. Weston is responsible for the consulting products Foreside delivers to investment adviser and broker-dealer clients. In addition, Ms. Weston handles the consulting needs of advisory clients and serves as subject matter expert for industry conferences, webinars, and newsletters.
President, Advisor Websites
As the President of Advisor Websites, Alex Wingert is responsible for setting the vision for where the the company is heading. Since 2002, we have been creating websites and content management solutions for North American based Financial Professionals. We focus on delivering long-term value to our clients with one-click-compliance, archiving, simple website management (you don't need to know coding!!), and all the answers to your questions with our phenomenal in-house support team. PS I like to talk about running, mountain biking, and craft beer!