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2020 Annual Convention Keynote Presentations




Keynote Speakers


Wednesday, March 4

4:00-5:30 PM

Jesse Itzler
Entrepreneur and Author 

Jesse Itzler only eats fruit 'til noon, loves Run-D.M.C., and enjoys living life "out of the box." In fact, he doesn't even have a box. The author of the New York Times bestseller, Living with a Seal, co-founded Marquis Jet, the world's largest private jet card company which he and his partner sold to Berkshire Hathaway/NetJets. Jesse then partnered with Zico coconut water, which he and his partner sold to The Coca-Cola Company.

He's a former rapper on MTV and wrote and performed the NBA's Emmy Award-winning "I Love This Game" music campaign and the popular New York Knicks anthem "Go NY Go." When he's not running ultra-marathons, eating vegan food or being a dad to his four kids, Jesse can be found at the NBA's Atlanta Hawks games, where he's an owner of the team. He is married to Spanx founder Sara Blakely.


Thursday, March 5

8:30-10:00 AM
Sanjiv Mirchandani
President, Fidelity Clearing & Custody Solutions, Fidelity Investments

Sanjiv Mirchandani is president of Fidelity Clearing & Custody Solutions, a division of Fidelity Investments that offers a comprehensive clearing and custody platform, trading capabilities, business process, and operations consulting to banks, broker-dealers, registered investment advisors, family offices, professional asset managers, strategic acquirers and retirement advisors, and recordkeepers. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals. In this role, Mr. Mirchandani is responsible for leading Fidelity Clearing & Custody Solutions’ strategy, which is focused on helping clients grow their businesses via products, solutions, and best practices that drive efficiencies across their firms and enhance advisors’ productivity.

Prior to assuming his current position in February 2015, Mr. Mirchandani was president of National Financial since 2009. He has also held several other positions within Fidelity, including president of Products and Marketing for Personal and Workplace Investing, where he was responsible for the management, growth, and profitability of Fidelity’s consumer products and services for retail and workplace investors; executive vice president of brokerage and asset management products within the personal investments business, including Fidelity’s retail mutual funds, FundsNetwork, Portfolio Advisory Services, brokerage accounts, and retirement, education, and health care savings products; general manager for the retail retirement business, including contributory IRAs, rollover IRAs, self-employment plans and pre-retiree services; senior vice president of customer segment management, where he was responsible for marketing and improving customer profitability for all of Fidelity’s retail customer segments; and senior vice president of retail market planning, overseeing retail strategy with functional responsibility for market research, database marketing, and industry analysis.

Prior to joining Fidelity in 1995, Mr. Mirchandani spent six years at the American Express Company as a director of marketing in the consumer card business. He began his career at the Citibank consumer bank, where he worked for three years. Mr. Mirchandani received a bachelor of commerce degree from the University of Bombay in India in 1982 and an MBA from Cornell University in 1984.

Thursday, March 5

1:30-2:30 PM
Jim Bowen
Chief Executive Officer, First Trust Portfolios

Prior to forming First Trust Portfolios with several partners, Jim was responsible for the First Trust product line at Clayton Brown & Associates, an innovative unit investment trust sponsor. In 1991, Jim was instrumental in leading the purchase of the First Trust product line. Since that time, First Trust has grown to be the largest independent unit investment trust sponsor, by sales, in the United States. Under Jim’s direction, the firms have also expanded their offerings to include exchange-traded funds, and for 2018, Barron’s ranked First Trust ETFs #1 in U.S. equity funds and 6th overall for 1-year performance. The firms also offer closed-end funds, separate managed accounts, variable annuity sub-accounts and mutual funds. The firms are also affiliated with several specialized money managers, which allows them to offer additional investment solutions to their client bases.

Prior to forming First Trust, Jim held executive positions at various financial institutions. He earned his bachelor’s degree from Wheaton College.


Thursday, March 5

4:30-5:30 PM
Maribeth Kuzmeski, PhD
Marketing Strategist, Author & Speaker, RedZone Marketing 

Dr. Maribeth Kuzmeski is a Top 25 C-Suite Speaker rated by Meetings & Conventions Magazine. Her firm, Red Zone Marketing, specializes in marketing, sales, and communications strategies for professionals and businesses. Her clients include Fortune 500 companies, financial services companies, and industry associations. Maribeth has written seven books including the bestseller The Connectors. She is a national media contributor and hosts the The Female Insight Zone podcast. She has a bachelor’s degree from the Newhouse School of Public Communications at Syracuse University, an MBA from The George Washington University, and a Ph.D. in Business Administration from Oklahoma State University.



Friday, March 6

9:00-10:00 AM
Jeff Bush
Speaker, The Washington Update

A dynamic and insightful speaker and author, Jeff Bush is known for his unique ability to translate difficult and confusing information coming out of Washington D.C. into winning growth strategies for business owners, executives and high net worth investors. Jeff presents more than 200 times yearly in the US and abroad to a client base that includes a who’s who list of fortune 500 firms from Wall Street to Main Street and everywhere in between. Jeff frequently appears on CNBC’s Nightly Business Report, featured in various industry publications, including Investment News, and a guest on POTUS Sirius/XM Radio.

Jeff is a 30+ year veteran of the financial industry. By the end of his career on Wall Street, he was managing a $50+ billion sales organization.  Before that, Jeff was the youngest managing partner in the 150-year history of The New England Financial.


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