BISA is pleased to present the following line-up of keynote speakers with special thanks to our sponsors denoted in parentheses.
Robert H. Benmosche, President and Chief Executive Officer, AIG (Sponsored by AIG Life and Retirement)
David Blitzer, PhD, Managing Director and Chairman, Standard and Poor's Index Committee (Sponsored by Longview Capital Managment)
Wendy Boglioli, Olympic Gold Medalist, Genworth National Spokesperson (Sponsored by Genworth)
Jim Bowen, CEO, First Trust Portfolios (Sponsored by First Trust Portfolios)
Holly Buchanan, CEO, Buchanan Marketing (Sponsored by Dividend Capital)
Jean Chatzky, Financial Editor, NBC’s TODAY show (Sponsored by The Principal)
Dr. Quincy Krosby, Chief Market Strategist, Prudential Annuities (Sponsored by Prudential)
Tom Ricketts, Chairman, Incapital, Chairman of the Chicago Cubs (Sponsored by Incapital)
Mark Zinder, President, Mark Zinder and Associates (Sponsored by AXA)
Robert H. Benmosche joined American International Group, Inc. as President and Chief Executive Officer in August 2009, when he was also elected to the AIG Board of Directors. Mr. Benmosche retired as Chairman and Chief Executive Officer of MetLife, Inc. in 2006 after an eleven-year career during which he led the transition of MetLife from a mutual to a public company in April 2000.
David M. Blitzer is managing director and chairman of the Index Committee with overall responsibility for index security selection, as well as index analysis and management.
Prior to becoming Chairman of the Index Committee, Dr. Blitzer was Standard & Poor’s Chief Economist. Before joining Standard & Poor's, he was Corporate Economist at The McGraw-Hill Companies, S&P's parent corporation. Prior to that, he was a Senior Economic Analyst with National Economic Research Associates, Inc. and did consulting work for various government and private sector agencies.
Dr. Blitzer won the 2012 William F. Sharpe Indexing Lifetime Achievement Award. He is the author of Outpacing the Pros: Using Indices to Beat Wall Street’s Savviest Money Managers, (McGraw-Hill, 2001) and What’s the Economy Trying to Tell You? Everyone’s Guide to Understanding and Profiting from the Economy, (McGraw-Hill, 1997). In 2000, Dr. Blitzer was named to SmartMoney magazine’s distinguished list of the 30 most influential people in the world of investing, and in 1998, Dr. Blitzer received the Blue Chip Economic Forecasting Award for most accurately predicting the country’s leading economic indicators for four years in a row. A well-known speaker at investing and indexing conferences, he is often quoted in the national business press and is frequently heard on local and national television and radio.
A graduate of Cornell University with a B.S. in engineering, Dr. Blitzer received his M.A. in economics from the George Washington University and his Ph.D. in economics from Columbia University.
Wendy Boglioli brings thirty years of speaking experience to her role as Genworth’s national spokesperson. Wendy is a gold and bronze medal Olympic Champion from the 1976 Olympics.
JAMES A. BOWEN is CEO of First Trust Portfolios L.P. and its affiliate, First Trust Advisors L.P. He is responsible for the strategic direction of the firms and putting teams in place to meet the many demands of the marketplace with the products and services the firms offer.
Holly Buchanan is the head of Buchanan Marketing LLC, a consultancy specializing in marketing and selling to women with a focus on the financial field. She has worked with hundreds of clients including Genworth Financial, American General Life, Summit Credit Union, York Traditions Bank, TD Wealth, GE Healthcare and HP. Holly is the author of Selling Financial Services to Women – What Men Need to Know and Even Women Will Be Surprised to Learn. She is the co-author of The Soccer Mom Myth.
Jean Chatzky, the financial editor for NBC’s TODAY show, is an award-winning personal finance journalist, AARP’s personal finance ambassador, and the host of "Money Matters with Jean Chatzky” on RLTV. Jean believes knowing how to manage our money is one of the most important life skills for people at every age and has made it her mission to help simplify money matters, increasing financial literacy both now and for the future. Jean is the author of eight books, including Money Rules and the recent New York Times best-seller Money 911: Your Most Pressing Money Questions Answered, Your Money Emergencies Solved. She also regularly appears as a guest on popular television shows, including The View, The Talk, and Morning Joe, and made regular appearances on The Oprah Winfrey Show.
In addition to her professional work, Jean serves on the board of the Children’s Heart Foundation, and the National Foundation for Credit Counseling. A proud graduate of the University of Pennsylvania, she is also a member of the Trustees’ Council of Penn Women and on the board of the Kelly Writers House, also at Penn.
Dr. Quincy Krosby is the Chief Market Strategist for Prudential Annuities. In this capacity, she is a member of the investment management group for the annuities division, where she provides perspective on the global macro-economic environment and financial markets. Previously, Dr. Krosby was the chief investment strategist for The Hartford, and global investment strategist for Deutsche Bank Asset Management. She also worked in the global markets groups at Credit Suisse and ING Barings.
Tom Ricketts is Chairman of Chicago-based Incapital LLC, which he founded in 2000. Incapital is an investment bank that underwrites and distributes fixed income securities issued by major corporations, banks and federal agencies. Incapital is also a leading underwriter, distributor and liquidity provider in a wide range of other products including certificates of deposit, structured products, annuities, mortgage-backed securities and municipal bonds.
In the mid 90’s Mark Zinder was named Senior Vice President and National Spokesman at Franklin Templeton Investments. His job was to sit down with Sir John Templeton, Dr. Mark Mobius, and Michael Price, listen to their stories, and then travel the world speaking on their behalf. This experience gave Mark a thorough understanding of the financial markets and the perspectives of investors. In 2004, Mark started his own firm, Mark Zinder and Associates.