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Keynote Speakers

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, President and Chief Executive Officer, AIG

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.

Before joining MetLife, Mr. Benmosche spent more than 13 years at PaineWebber Group Incorporated, where he served in several capacities. Earlier in his career, Mr. Benmosche was a Chase Manhattan Bank Vice President and a staff consultant with Arthur D. Little. Mr. Benmosche received his bachelor’s degree from Alfred University and served in Korea as a Lieutenant in the United States Army Signal Corps. He is a member of the Board of Directors of Credit Suisse Group AG.

David Blitzer, PhD, Managing Director and Chairman, Standard and Poor's Index Committee

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, Olympic Gold Medalist, Genworth National Spokesperson

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.

In 1976, before her team won the only American swimming Gold Medal against the East German women’s team, Wendy’s father became ill. After the Olympics, while researching possible future care for her father, Wendy found, that the majority of the people in nursing homes were women and they were essentially broke. Having spent time caring for loved ones, these women who were now in need of care found that there was no one at home to care for them and that paying for home care was cost prohibitive. Thus, Wendy started down the road of educating families and businesses about the importance of planning for the future.

Jim Bowen, CEO, First Trust Portfolios

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.

Prior to forming First Trust Portfolios with several partners, Mr. Bowen was responsible for the First Trust product line at Clayton Brown & Associates, an innovative unit investment trust sponsor. In 1991, Mr. Bowen was instrumental in leading the purchase of the First Trust product line from Clayton Brown & Associates.
Since that time, First Trust Portfolios has grown to be the largest independent unit investment trust sponsor, by sales, in the United States. Under Mr. Bowen’s direction, the firms have expanded their offerings to include closed-end funds, separately managed accounts, variable annuity sub-accounts, exchange-traded funds and exchange-traded notes. The firms are also affiliated with several specialized money managers, which allows it to offer additional investment solutions to its client base.

Mr. Bowen has over 30 years of experience with packaged products for financial services. Prior to forming First Trust, he held executive positions at various financial institutions. He earned his bachelor’s degree from Wheaton College in Wheaton, Illinois.

Holly Buchanan, CEO, Buchanan Marketing

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.

Holly Buchanan helps companies increase their bottom line by being more successful in attracting, marketing to and selling to women as well as couples.

Jean Chatzky, Financial Editor, NBC’s TODAY show

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, Chief Market Strategist, Prudential Annuities

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.

Earlier in her career, Quincy Krosby was a U.S. diplomat, serving in Washington and United States embassies abroad, including a posting as Energy Attache at the U.S. Embassy in London. In addition to numerous assignments at the U.S. Department of State, she served as Assistant Secretary of Commerce, and represented the United States to the International Monetary Fund, positions which required confirmation by the United States Senate. Dr. Krosby studied at the London School of Economics, where she earned her master’s and doctoral degrees. She is frequently quoted in the financial press and on business television.

Tom Ricketts, Chairman, Incapital, Chairman of the Chicago Cubs

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.

Institutional Investor Magazine named him one of the 40 most influential leaders in electronic finance.

To baseball fans, Tom is better known as the chairman of the Chicago Cubs. He and his family bought the Cubs in 2009.

Mark Zinder, President, Mark Zinder and Associates

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.

Mark now travels the world as a speaker and coach to investor advisers for major investment firms. His unique style instantly brings audiences to attention, and his memorable stories help them understand and retain valuable lessons about market history, investor behavior, and financial trends.


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