Podcast by The Economic Warrior
Michael Jay Markey, Jr is a co-founder and owner of Legacy Financial Network and its associated companies. His vision has expanded the organization from one location to three, with the hopes to make Legacy a national company. He attained his bachelor's degree from Eastern Michigan University while playing baseball for the Eagles. Michael's accolades include being recognized as the trainer of the year for a previous insurance employer, a Million Dollar Round Table; member in 2010, '11, '12, '13, '14, & ‘15. He earned Court of the Table honors in '11, '12, '13, ‘14 and '15 and Top of the Table honors in '14. MDRT is an exclusive organization designed to recognize those in the top of the insurance services field. In addition to being an investment advisor representative for LFN Advisors LLC, and an insurance agent for Legacy Financial Network, Michael's main passions are his faith and his family. He shares his faith with his clients and incorporates the values it instills into Legacy's Four-Step System. For further information please visit www.legacyfinancialnetwork.com
Jeff Deist is president of the Mises Institute, where he serves as a writer, public speaker, and advocate for property, markets, and civil society. He previously worked as a longtime advisor and chief of staff to Congressman Ron Paul, for whom he wrote hundreds of articles and speeches. In his years with Dr. Paul he worked with countless grassroots activists and organizations dedicated to reducing the size and scope of government. Jeff also spent many years as a tax attorney advising private equity clients on mergers & acquisitions To find out more about Mises Institute, visit www.mises.org
William Bruce Dyke has lived in Beijing, China, for more than five and a half years. After graduating from the University of New Hampshire in 2013, he started his first job teaching English as a second language to Chinese students. From there he parlayed his skill set into a business development role at the education franchise RISE (NYSE: REDU), which was eventually brought public on the NYSE by Bain Capital, a private equity firm based in Boston, MA. He has most recently worked as a supervising editor at online education company 51Talk (NYSE: COE). Will is proficient in both Mandarin and Spanish. He has also lived and studied in Budapest, Hungary, which has added significantly to his global perspective. He has a blog at www.willdyke.com where he shares useful information about China, learning Chinese, and insights behind the giant economic and industrial power of China today.
Mike McKinnon is a native of Flora, Illinois. After leaving higher education, Mike opened McKinnon Travel Services. His group travel business allowed him to travel to Europe and the Middle East over 100 times. Mike also became part-owner of the AAA Chicago Lions football team of the Northern States League which won the 1982 championship. In addition, Mike began to buy, restructure and sell numerous pizzerias. Furthering engaging his entrepreneurial side, Mike got involved in the long distance telecommunications industry as it was just expanding. In 1996, Mike founded College Planners of America, Ltd. He brought all his hard-earned understanding of tax law to bear for parents of college-bound students. Mike was on the Board of Trustees of College of DuPage for 12 years, serving four years as Chairman. He is a past member of the Executive Board of the NICCP and a member of the Junior College Football Hall of Fame. He is married to the former Judy Bazelon and resides in Oak Brook, Illinois. Mike has also been featured in Frank Bruni's 2016 best seller, “Where You Go Is Not Who You'll Be: An Antidote to the College Admissions Mania.” In the author's words: “A conversation with [Mike] McKinnon is an eye-opening, option-diversifying revelation.” (p. 144) “I truly have a passion in working with students and parents. I really feel their pain in trying to navigate a system that changes constantly (and with every change there seems to be a higher cost associated with it!) Nothing beats the satisfaction I feel as I see our students succeed, growing from a teen with no direction into a young, contributing adult.” You can contact Micheal directly at 630-971-2300, www.collegecost.org.
John "Duffy" McCarthy is a principal for MSA Group, a Hampton NH based sales and marketing firm which has worked successfully in the building supply industry throughout New England and the Northeast for three decades. As well as being a successful businessman, Duffy has been a successful yacht captain traveling throughout the East Coast and the Caribbean. A believer in the underdog, "Duffy" is combating the Big Box and Amazon domination of retail with an online service to serve building contractors and homeowners with a new service to purchase lumber and other building products online. For for more information, contact Duffy directly at duffymccarthy@comcast.net , visit www.lumberyarddirect.com or call 508-803-2570
Eileen Appelbaum is Co-Director of the Center for Economic and Policy Research, Washington, DC, Fellow at Rutgers University Center for Women and Work, and Visiting Professor at the University of Leicester, UK. Prior to joining CEPR, she held positions as Distinguished Professor and Director of the Center for Women and Work at Rutgers University and as Professor of Economics at Temple University. She holds a PhD in economics from the University of Pennsylvania. Dr. Appelbaum's research focuses on organizational restructuring and outcomes for firms and workers; private equity and financialization; and work-family policies. Private Equity at Work: When Wall Street Manages Main Street, coauthored with Rosemary Batt, was selected by the Academy of Management as one of the four best books of 2014 and 2015, and was a finalist for the 2016 George R. Terry award. Unfinished Business, Paid Family Leave in California and the Future of U.S. Work-Family Policy, coauthored with Ruth Milkman, examines the effects of paid family leave in California on employers and employees. It has been widely cited in discussions of national paid family and medical leave policy. Her current research examines the implications of consolidation of hospitals and decentralization of health services to outpatient care centers for the jobs of non-professional employees in these two segments of the healthcare industry. Several of Dr. Appelbaum's earlier books – The New American Workplace: Transforming Work Systems in the US with Rosemary Batt, Low Wage America: How Employers Are Reshaping Opportunity in the Workplace with Annette Bernhardt and Richard Murnane, and Manufacturing Advantage: Why Higher Performance Work Systems Pay Off with Peter Berg, Thomas Bailey and Arne Kalleberg – were selected by Princeton University for its distinguished list of Noteworthy Books in Industrial Relations and Labor Economics. She has published numerous articles in peer-reviewed journals, including “Domestic Outsourcing, Rent Seeking, and Increasing Inequality,” RRPE, 2017: 1-16 and “Implications of Financial Capitalism for Employment Relations Research: Evidence from Breach of Trust and Implicit Contracts in Private Equity Buyouts,” British Journal of Industrial Relations 51(3): 498–518, 2013. You can find out more about the Center for Economic and Policy Research by visiting www.cepr.net
Paul Craig Roberts is an American economist, columnist, blogger, and former civil servant.He was the United States Assistant Secretary of the Treasury for Economic Policy under President Reagan in 1981.From 1975 to 1978, Roberts served on the congressional staff. As economic counsel to Congressman Jack Kemp. He drafted the Kemp-Roth bill (which became the Economic Recovery Tax Act of 1981). He served as economic counsel to Senator Orrin Hatch,The Wall Street Journal editor Robert L. Bartley offered him an editorial slot. He wrote for the WSJ until 1980. He was a senior fellow in political economy at the Center for Strategic and International Studies, then part of Georgetown University. From early 1981 to January 1982, Roberts served as Assistant Secretary of the Treasury for Economic Policy. After his time in government he turned to journalism, holding positions of editor and columnist for The Wall Street Journal, columnist for Business Week, the Scripps Howard News Service as well as contributing editor to Harper's Magazine. Roberts was professor of business administration and professor of economics at George Mason University and was the inaugural William E. Simon Chair in Political Economy at Georgetown University, serving for 12 years. From 1993 to 1996, he was a distinguished fellow at the Cato Institute. He also was a senior research fellow at the Hoover Institution. You can find out more about Paul by visiting www.paulcraigroberts.org
David McKnight graduated from Brigham Young University with Honors in 1997. Over the past 20 years David has helped put thousands of Americans on the road to the zero percent tax bracket. He has made frequent appearances in Forbes, USA Today, New York Times, CBS Radio, Bloomberg Radio, Huffington Post, Reuters, CNBC, Yahoo Finance, Nasdaq.com, Investor's Business Daily, MarketWatch and numerous other national publications. His bestselling book The Power of Zero has sold over 140,000 copies and the updated and revised version was published by Penguin Random House. When it was launched in September of 2018, it finished the week as the #2 most-sold business book in the world. This book was recently made into a full-length documentary film, also entitled The Power of Zero. As the President of David McKnight & Company, he mentors hundreds of financial advisors from across the country who specialize in The Power of Zero retirement approach. He and his wife Felice have seven children.
William D. Cohan, a former senior Wall Street M&A investment banker for 17 years at Lazard Frères & Co., Merrill Lynch and JPMorganChase, is the New York Times bestselling author of three non-fiction narratives about Wall Street: Money and Power: How Goldman Sachs Came to Rule the World; House of Cards: A Tale of Hubris and Wretched Excess on Wall Street; and, The Last Tycoons: The Secret History of Lazard Frères & Co., the winner of the 2007 FT/Goldman Sachs Business Book of the Year Award. His book, The Price of Silence, about the Duke lacrosse scandal was published in April 2014 and was also a New York Times bestseller. His new book, Why Wall Street Matters, was published by Random House in February 2017. He is a special correspondent at Vanity Fair and a columnist for the DealBook section of the New York Times. He also writes for The Financial Times, The New York Times, Bloomberg BusinessWeek, The Atlantic, The Nation, Fortune, and Politico. He previously wrote a bi-weekly opinion column for The New York Times and an opinion column for BloombergView. He also appears regularly on CNN, on Bloomberg TV, where he is a contributing editor, on MSNBC and the BBC-TV. He has also appeared three times as a guest on the Daily Show, with Jon Stewart, The NewsHour, The Charlie Rose Show, The Tavis Smiley Show, and CBS This Morning as well as on numerous NPR, BBC and Bloomberg radio programs.http://williamcohan.com
Rick Darvis is recognized as one of the leading experts in the financial planning field. He has written several books, developed financial software, and trained financial professionals across the United States. His knowledge has enabled him to be invited to speak on the financial and business development topics to his contemporaries at state CPA and FPA conferences in over 40 states. He has been a featured speaker at the Financial Planner Association's Success Forum, the Northeast /Mid-Atlantic National Association of Personal Financial Advisors (NAPFA) regional conference, the National Employee Benefit Forum, the New York Society of CPAs Personal Financial Planning Conference, and the AICPA's Tax Strategies for the High Income Individual Conference. Rick has also given seminars for the University of Arizona and the New York Student Financial Aid Administrators. Rick's accomplishments in the financial-planning field are: Co-author of Paying for College: Tax Strategies and Financial Aid, a guide published by the American Institute of CPAs on college planning for accountants and financial advisors. Contributing author of Personal Financial Planning, a Practitioners Publishing Company (PPC) guidebook. Co-author of Planning for College Costs, a Practitioners Publishing Company (PPC) guidebook on college financial planning for accountants and financial advisors. Author of A Roadmap to College & Retirement – Without Going Broke, a book designed to link college planning to retirement planning. Provider of education programs and business development services for organizations, such as Microsoft, American Institute of CPAs, Oppenheimer, Western CPE, OneAmerica Insurance, State Farm Insurance, National Association of Personal Financial Advisors, Northwestern Mutual Insurance, Manulife, MFS, American Skandia, Franklin Templeton, Eastern Bank, US Bank, Wells Fargo Financial Advisors, Linsco Private Ledger, Securities America, Genworth, Lincoln Financial, UBS, Thrivent, Wachovia, Smith Barney, John Hancock Financial Network, Legg Mason, Edward Jones, Chase Bank, and Raymond James. Quoted in: Forbes, CNN-FN, Newsweek, U.S. News and World Report, Money, Business Week, Kiplinger's Personal Finance, NY Times, Smart Money, Wall Street Journal, Bloomberg's Personal Finance, Money, Bankrate, Nation's Business, Financial Advisor, Dow Jones Newswire, On Investing, Knight Ridder News, Mutual Fund Market News, Research Magazine, Practical Accountant, Offspring, LIMRA's Market Facts, NAPFA Advisor, and AICPA's Planner. Owned and operated businesses, such as, 6 CPA accounting firms, a national financial planning network with over 2,000 members, 3 restaurants, 3 insurance agencies, a business development contract with Microsoft, commercial rental properties, a farm/ranch operation, a recreation and fitness center, and retail sporting goods stores.
Marc Pollick is an internationally recognized speaker, writer and consultant on philanthropy and charitable giving, who has guided the philanthropic efforts of an impressive clientele of celebrities, professional athletes, high net worth individuals and corporations. He has been featured and interviewed by a vast array of news, sports, entertainment and philanthropy media including ESPN, HBO Sports, Forbes, USA TODAY, and Foundation News and is a guest columnist on philanthropy for Sports Business Journal. Marc believes that everyone has an inherent desire to give back and leave some mark on society beyond fortune and fame. He is passionate about helping successful individuals identify and express that desire through consulting, mentoring and management of philanthropic assets.Prior to entering the philanthropic world, Marc had an extensive career in academic Holocaust Studies, working with 1986 Nobel Peace Prize Laureate, Elie Wiesel. He was Founding Executive Director of the Zachor Institute for Holocaust Studies and founded The Elie Wiesel Institute for Humanitarian Studies. Marc has been recognized for his achievements as a recipient of the prestigious University of Chicago Alumni Award for Public Service. For more information about Marc Pollick and The Giving Back Fund, please visit www.givingback.org
James Douglas Muir "Jay" Leno (/ˈlɛnoʊ/; born April 28, 1950) is an American comedian, actor, writer, producer, and television host. After doing stand-up comedy for years, he became the host of NBC's The Tonight Show with Jay Leno from 1992-2009. Beginning in September 2009, Leno started a primetime talk show, titled The Jay Leno Show, which aired weeknights at 10:00pm ET, also on NBC. After The Jay Leno Show was cancelled in January 2010 amid a host controversy, Leno returned to host The Tonight Show with Jay Leno on March 1, 2010. He hosted his last episode of The Tonight Show on February 6, 2014. That year, he was inducted into the Television Hall of Fame. Since 2014, Leno has hosted Jay Leno's Garage. For years Jay Leno has been synonymous with comedy & late-night television, but unless you've been living under a rock, you also know that Jay's true passion lies in anything that rolls, explodes or makes noise. Whether it's the latest hyper-car, or a forgotten relic, over the years Jay has gathered a distinguished collection of automobiles & motorcycles. Keeping a collection like Jay's clean is no easy task. Some of his cars are being judged at car shows, while others he simply wants to take out for a drive & enjoy. Either way, the cars had to be kept clean. For more information, please visit https://www.lenosgarage.com
Chris Tobe's journey as the author of "Kentucky Fried Pensions" is the first public SEC whistleblower which attempted to use the new Dodd-Frank law to clean up the culture of cover-up and corruption in Kentucky Pensions. It explores the national links between corruption in investments via placement agents and corruption in underfunding that plague states like Illinois and Kentucky. Kentucky Fried Pensions explores the Kentucky Employee Retirement System (KERS) for State Workers as the worst funded state plan in the country (worse than any single IL plan) and how others can learn from its current death spiral. The book looks into the lack of transparency as evidenced by no disclosure of holdings in SAC Capital buried in a Blackstone fund for nearly a year after the scandal broke. It connects a placement agent network to New Mexico, California (CALPERS) Illinois, New York, Connecticut and Rhode Island. The book has received glowing reviews in Forbes and Public Sector Inc. and has made the non-fiction bestseller list in Kentucky This new and expanded 2nd Edition provides updated coverage of Kentucky's ongoing pension funding crises and provides comparison with those of Detroit and Rhode Island. Be sure to watch the PBS Special "The Pension Gamble" which aired in October 2018, where Tobe and other experts reveal the massive eventual meltdown in public pensions in places like Kentucky, Illinois, New Jersey, Conneticut and more. You may connect with Chris on Facebook, Kentucky Fried Pensions Originally broadcast 10/31/18
Peter J. Van Hemel on class actions interviewed by Will Peirce
Terry Hayes interviewed by Will Peirce
Ryan McMaken (@ryanmcmaken) is the editor of Mises Wire and The Austrian. Ryan has degrees in economics and political science from the University of Colorado, and was the economist for the Colorado Division of Housing from 2009 to 2014. He is the author of Commie Cowboys: The Bourgeoisie and the Nation-State in the Western Genre. Ryan resides in Denver, Colorado and to contact Ryan directly you may use rwmcmaken@mises.org. To find out more about the Mises Institute please visit www.mises.org
Ted Benna is commonly referred to as the “father of 401(k)” because he created and gained IRS approval of the first 401(k) savings plan. He has received many citations for his accomplishments including: 2001 National Jefferson Award recipient for Greatest Public Service by a Private Citizen, 2001 Player of the Year selected by Defined Contribution News, one of eight individuals selected by Money Magazine for its special 20th Anniversary Issue Hall of Fame, selected by Business Insurance as one the four People of the Century, one of ten selected by Mutual Fund Market News for its special 10th Anniversary Issue Legends in Our Own Time and Lifetime Achievement Award by Defined Contribution News 2005. Ted has authored four books the latest of which is 401(k) for Dummies. Ted's latest book released in 2018 is "401(k)-Forty Years Later" and available on Amazon. As a way of giving back, Ted is contributing 50% of the net proceeds from the book to Compassion International www.compassion.org to help support disadvantaged children throughout the world. To find out more about Ted, please visit http://www.401kbenna.com
Dan Walters has been a journalist for nearly 57 years, spending all but a few of those years working for California newspapers. He began his professional career in 1960, at age 16, at the Humboldt Times in Eureka, while still attending high school, and turned down a National Merit scholarship to continue working as a journalist. At one point in his career, at age 22, he was the nation's youngest daily newspaper editor. The Hanford Sentinel was the first of three newspaper editor positions before joining the Sacramento Union's Capitol bureau in 1975, just as Jerry Brown began his governorship. Walters later became the Union's Capitol bureau chief, and in 1981 began writing the state's only daily newspaper column devoted to California political, economic and social events. In 1984, he and the column moved to The Sacramento Bee. He has written more than 9,000 columns about California and its politics and his column has appeared in many other California newspapers. Walters has written about California and its politics for a number of other publications, including The Wall Street Journal and the Christian Science Monitor. In 1986, his book, “The New California: Facing the 21st Century,” was published in its first edition. He is also the founding editor of the “California Political Almanac,” the co-author of a book on lobbying entitled “The Third House: Lobbyists, Money and Power in Sacramento,” and contributed chapters to two other books, “Remaking California” and “The New Political Geography of California. He also has been a frequent guest on national television news shows, commenting on California politics. Dan can be reached at dan@calmatters.org
Scott Smith—Director Advice Relationships, Cerulli Associates With more than 20 years of financial services industry experience, Scott leads Cerulli's research efforts focused on investor behavior and advisory relationships. In his time at Cerulli he has authored more than two-dozen in-depth reports on topics ranging from investors' risk preferences impression to the rise of digital advice platforms. His research helps Cerulli's clients understand how to optimize their platforms given the evolving demand for financial advice. Scott, who received his B.A. from The Johns Hopkins University in Economics and his M.B.A. from Bryant University started his career on th front lines of client service at Putnam Investments, and now helps firms optimize their investor engagement strategies. To contact Scott call 617-437-1098x132 or email him at ssmith@cerulli.com
Ludovic Phalippou is the Author of the best seller Private Equity Laid Bare, and is a tenured faculty member of Saïd Business School, University of Oxford. He specialises in the areas of private equity that are of interest to investors in that asset class, such as fee tracking, interest alignment, and return benchmarking. Named as one of “The 40 Most Outstanding Business School Profs Under 40 in the World” in 2014, and as one of the 20 most influential individuals in private equity in Europe in 2016, Ludovic has strong links with senior practitioners in the industry, routinely speaks at practitioner conferences, and appears in the media internationally. Ludovic's research papers have been widely cited in academia, in the press, and in regulatory circles. He worked with a number of large institutional investors on their private equity investment decision and benchmarking systems. At Oxford, Ludovic teaches asset management and private equity. Ludovic achieved a degree in Economics from Toulouse School of Economics; a Master in Economics and a Master in Mathematical Finance both from the University of Southern California; and a PhD in Finance from INSEAD. For more information about Professor Phalippou and his book, please visit www.pelaidbare.com
Steve has provided investment consulting service to wealthy investors and large pension funds since 1986. In 1992, he founded Piscataqua Research to provide asset allocation services and comparative data to pension funds and continues to provide investment supervisory and consulting services to clients with sizable assets. He is a Chartered Financial Analyst. He graduated from the University of Chicago GSB in 1979 with an MBA in Finance. Prior to 1986, Steve was a pension and health actuary. Founder of Piscataqua Research, Inc. which provides investment consulting services to wealthy investors and pension funds since 1986. His firm provides investment supervisory, investment management and investment consulting services to clients with sizable assets. Steve has been a consulting actuary for William Mercer in Boston MA, and Wilshire Associates of Santa Monica, California. He has also served as a senior consultant to large national and public pension funds. In this show we discuss Steve's insight on debt based finance, and its consequences, which he calls Debtonomics. Located in Portsmouth, NH, you may find out more about Piscataqua Research by visiting www.piscataquaresearch.com. Stephen Church Piscataqua Research, Inc. 1 New Hampshire Avenue Portsmouth, NH 03801 (603) 431-7872
Joe Eppy, CEO of The Eppy Group is one of the country's foremost financial advisors when it comes to the area of Special Needs planning. What is Special Needs Planning? For parents of a loved one with special needs, there is a poignant realization that there may come a time, through sickness, disability or death, when you will not be able to provide care for your loved one. Planning involves a broad range of decisions designed to help secure the future of loved ones with special needs. Located in Ft. Lauderdale, Florida, Joe Eppy and members of The Eppy Group are experts in potential government benefits, wills, health care surrogates, special needs trust and so on. To find out more about Joe Eppy and The Eppy Group please visit www.theeppygroup.com
Our very special guest will be Jay Childs, the Emmy award winning filmmaker who made the documentary "Food Fight" an incredible tale where Main St. wins over Wall St.The show streams worldwide on www.wscafm.org, and will be archived for your future listening pleasure at www.barryjamesdyke.com/economicwarrior. To find out more about the movie, or Jay Childs, please visit www.jbccom.com , www.foodfightfilm.com
Steven Machat was born in Manhattan, New York. His father, entertainment lawyer Marty Machat was known for representing artists such as Phil Spector, Sam Cooke and The Rolling Stones. He attended University of Miami as an undergraduate, where he studied accounting, and then attended Vanderbilt University Law School Machat has been an worldwide entertainment attorney, music publisher, manager of music talent and record label owner as well as film producer among other commercial endeavors. His clients have included Electric Light Orchestra, Genesis, Peter Gabriel, Phil Collins, Ready for the World, Leonard Cohen, Phil Spector, Stacey Jackson, Snoop Dogg, New Edition, Bobby Brown, Manu DiBango and Rita Lee, new artists from Sweden, Yung Lean and The Sad Boys. In London, Machat wrote the book Gods, Gangsters and Honour. It was proclaimed by various English magazines as an insider's guide to the music industry.[citation needed] Machat wrote the book to share the light he discovered handling the careers of many of the top icons of the music industry. The first edition of the book was published in the UK by Beautiful Books Limited (UK) in August 2009 Machat lectured across Europe and the United Kingdom at universities, including both Oxford University and Cambridge University, as well as at musical festivals and book fairs. http://machat2018.com/
For over two decades P. Christopher Music, founder of Econologics Financial Advisors, has developed the subject of Econologics, as a new standard of financial planning technology using a more logical and scientific, results-based approach to solving the financial challenges of consumers. Drawn from an in-depth study of the basic fundamentals of financial prosperity from the greatest minds in history, the evolution of Econologics philosophy comes from 21 most common and repeated laws culminated from over 5000 years of financial documentation. Econologics could be considered the modern science of financial planning. This coined word is necessary to avoid confusion with what consumers believe is “financial planning,” since that concept has not been standardly defined or practiced in the financial advisory profession today. Briefly described, Econologics is an innovative financial planning and wealth preservation system designed to produce consistent results from household to household through the Econologics Road Map® Financial Plan: Results-Based Financial Planning® for Professionals and the Econologics Practice Max Value Plan: Results-Based Transition Planning® for Professionals and the Annual Road Map Renovation®: ARMoR program.https://econologicsfinancialadvisors.com/
Ted Benna is commonly referred to as the “father of 401(k)” because he created and gained IRS approval of the first 401(k) savings plan. He has received many citations for his accomplishments including: 2001 National Jefferson Award recipient for Greatest Public Service by a Private Citizen, 2001 Player of the Year selected by Defined Contribution News, one of eight individuals selected by Money Magazine for its special 20th Anniversary Issue Hall of Fame, selected by Business Insurance as one the four People of the Century, one of ten selected by Mutual Fund Market News for its special 10th Anniversary Issue Legends in Our Own Time and Lifetime Achievement Award by Defined Contribution News 2005. Ted has authored many books the latest of which is soon to be released ; 40 Years Later, the 401(k)
Gretchen Morgenson graduated in 1976 from St. Olaf College in Northfield, Minnesota with a B.A. degree in English and History. She went to work as an assistant editor with Vogue magazine, eventually becoming a writer and financial columnist. In 1981 she co-authored the book The Woman's Guide to the Stock Market and that same year joined the Wall Street stockbrokerage, Dean Witter Reynolds where she remained until January 1984. She returned to writing on financial matters at Money magazine and in late 1986 accepted an offer from Forbes magazine to work as an editor and an investigative business writer. In mid-1993, she left Forbes magazine to become the executive editor at Worth magazine but in September 1995 took on the job of press secretary for the Presidential election campaign of Steve Forbes following which she was appointed assistant managing editor at Forbes magazine In May 1998 Gretchen Morgenson became the assistant business and financial editor at The New York Times. She has written about the conflicts of interests between financial analysts and their employers who generate income money from the companies that the analysts assess. Beginning in 2005, Morgenson has been focusing on executive compensation packages being paid by American companies that she asserts have reached levels far in excess of what can be justified to shareholders. In 2006, Morgenson broke a story about a Wall Street analyst (Matthew Murray) who was fired shortly after he reported emails to Congress concerning potential violations of SEC regulation AC by the investment bank (Rodman & Renshaw) that he worked for at the time. The emails allegedly documented that the investment bank wouldn't let the analyst lower his rating, or have his name removed from coverage, of an investment banking client. A subsequent article by Morgenson highlighted a letter she obtained from the Senate Finance Committee in which Senator Grassley stated that the investment bank's Chairman (General Wesley Clark) had acknowledged to his staff that the analyst had been fired from the investment bank as a result of reporting the emails to Congress.[5] In 2009, The Nation called Morgenson "The Most Important Financial Journalist of Her Generation".In 2002 she won the Pulitzer Prize for her "trenchant and incisive" coverage of Wall Street. She has appeared on Bill Moyers Journal and Charlie Rose. In November 2017 Gretchen joined the Wall Street Journal as a senior special writer working closely with reporters on issues regarding on money, investing and other financial issues.
Terry Cook has been a successful financial manager for several decades and now lives in North Carolina. Terry grew up on a farm in Iowa, and will share with us the story of how his father saved the family farm by using life insurance cash values to provide credit for the family business during a very difficult time. As well as being a successful regional vice president for a major life insurance company today, Terry is also a Mormon and accomplished author. To find out more about his recently published books, please visit http://www.lulu.com/us/en/shop/terry-cook/three-mormon-missions-a-novel/paperback/product-21875085.html http://www.lulu.com/us/en/shop/terry-cook/three-mormon-missions-sisters/paperback/product-22718596.html You can also contact him directly via email: terry.cook@llic.com, or telephone directly (704)771-9541.
W. Patrick Hughes is a former American football linebacker who played ten seasons in the National Football League for the New York Giants and the New Orleans Saints. He played college football at Boston University. Hughes was an outstanding high school athlete and was drafted by the New York Mets. He originally signed to attend Ohio State but instead was pushed to West Point. In order to gain entrance into West Point he was sent to Valley Forge Military Academy. He left after a few weeks and ended up at Boston University. He captained the BU team in 1969 and, along with Bruce Taylor, led the Terriers to the only Bowl game in their history. Patrick Hughes has served as the President and CEO of Fallon Health since 2010. He began his career at Fallon in 2007, as the company's Senior Vice President and Chief Marketing and Sales Officer. In 2009, the membership of Fallon Health grew to its highest level under Hughes' leadership. In addition to his leadership at Fallon Health, Mr. Hughes is also the Chairman of the board of directors of UltraBenefits, Inc., and of Home Staff LLC. He is the Vice Chairman of the Massachusetts Association of Health Plans in Boston, Massachusetts. He is also on the board of directors of the Alliance Community Health Plans in Washington, D.C., the New England Council, and the Worcester Bureau. Mr. Hughes' long career as a healthcare executive includes achieving unprecedented growth and profitability at Blue Cross Blue Shield. He has also served as a principal at Hughes and Company, a brokerage firm in New Hampshire. He graduated from Boston University in 1970 with a Bachelor of Science Degree. . Mr. Hughes and his wife Carole, who live in Stratham, New Hampshire have established two endowed scholarships at Curry College to honor the memory of their son, Justin P. Hughes, a 1996 Curry College graduate.
Joe Sabah has been helping people get known through speaking and publishing for 40 years. After he and Judy Sabah wrote their book entitled How to Get the Job You Really Want and Get Employers to Call You, he was looking for a way to market the book most effectively. The How to Get on Radio Talk Shows Without Leaving Your Home or Office system is the result of his experience. Joe is a nationally recognized speaker, consultant, author and publisher. He lives in Denver, Colorado where he operates a speaking, publishing, and consulting business. A 30 + year member of the National Speakers Association, in 1982 Joe served as founding president and co-founder with Judy Sabah of the Colorado Speakers Association, now NSA Colorado, a chapter of the National Speakers Association. He also served as president of the Colorado Independent Publishers Association for two and half years. Beginning his journey in the field of promotion as Regional Vice President of the American Motivational Association in Northern California, Portland, Oregon and Denver, Colorado, his Sales Congresses traditionally exceeded 1,200 seminar attendees. He sponsored and promoted congresses that included speakers: Dr. Norman Vincent Peale, Cavett Robert, Og Mandino, Ira Hayes, Marilyn Van Derbur and Zig Ziglar. He has been actively involved with the Dale Carnegie Courses in Ohio, Washington DC, Northern California and Denver, Colorado. Joe has been a guest on 723 Radio Talk Shows. Contact Joe by phone at 303/722-7200.
After over twenty years of serving in executive capacities at several financial services firms, Mark Sullivan had grown disenchanted by one scandal after another involving many of the best-known investment firms. It became evident that the appetites of shareholders for immediate profits might pressure financial company executives to increase revenues in any manner possible- even if this meant taking unethical shortcuts or making poor stewardship decisions by prioritizing reward over risk. That these breaches in trust were usually at the expense of the firm's own clients was especially frustrating. Mark decided the timing was right for a superior model of investing to be made available locally and trusted that the public would agree - we are very pleased to say he was correct. If retained as Investment Advisor Representatives, we serve in a fiduciary capacity, a higher legal standard which requires us to place our client's interest above our own, and avoid any and all conflicts of interest, something most well-known investment firms and their investment salespeople are either unwilling or unable to do. This is a very critical difference for you and your family, and one which you should demand when retaining the services of a trusted family advisor. Often working in conjunction with other professional advisers such as CPAs and Attorneys, we work on a referral basis providing comprehensive planning services including wealth advisory, financial and estate planning, as well as business succession planning, charitable gifting and wealth transfer services to families, individuals and businesses. In tems of safekeeping, all client assets in managed accounts are held in custody at Pershing, a subsidiary of The Bank of New York Mellon Corporation, the nation's oldest continuously operating bank & the world's leading provider of securities services with over $22.3 trillion in assets under custody. Get in touch with Mark at http://seacoastassetmgt.com
My professional path has been very unique. I was a very early adopter and pioneer in what today is known as income planning. Income planning is simply the mathematical sequencing of accounts to create a predictable income expected to be significantly greater than the current prevailing interest rates available. With the added benefit of providing income guaranteed for life. I evolved that model and today consider myself to be on the forefront and the leading expert in tax and actuarial arbitrage. Today, what I can do is help people and business owners profit from the difference between the way their money is treated for tax purposes. Actuarially, I help them realize profits by reversing the traditional use of certain insurance contracts creating high guaranteed rates of return for my clients resulting in a much greater retirement income. With a unique practice model and a level of notoriety in the industry my firm was acquired by a publically traded company National Financial Partners (NYSE Symbol: NFP) for stock and cash valued at over $1,000,000 when I was 29 years old. In 2008, when the market tanked I purchased my firm back from NFP and remain independent to this day. I've also been hired to train financial advisors by some of the largest insurance distribution companies in the country. These firms produce three to five billion dollars of annuity and equivalent life insurance sales per year. I've authored three financial planning books: To find out more about Matt Zagula and his unique approach to creating a Smart Retirement, please visit www.zagulamanagement.com
Helen Davis Chaitman is a nationally recognized litigator with a diverse trial practice in the areas of lender liability, bankruptcy, bank fraud, RICO, professional malpractice, and trusts and estates. Among Ms. Chaitman's achievements are the following: • In 1995, Ms. Chaitman was named one of the nation's top ten litigators by the National Law Journal for a jury verdict she obtained in an accountants' malpractice case. • Ms. Chaitman is the author of The Law of Lender Liability (Warren, Gorham & Lamont 1990) which has been updated annually since 1990. • Since 1987, Ms. Chaitman has authored the monthly newsletter, The Lender Liability Law Report, which is subscribed to by law firms and financial institutions through the United States. • In 2014, Ms. Chaitman and Mr. Gotthoffer began publishing their book “JPMadoff: The Unholy Alliance Between America's Biggest Bank and America's Biggest Crook” on their website jpmadoff.com • On November 19, 2014, Pam Martens of Wall Street on Parade wrote about the book: “what attorneys Chaitman and Gotthoffer are doing is extraordinary and unprecedented.” • On February 5, 2015, Larry Kotlikoff reviewed Chapter 7 of the book and wrote: “This is a chapter–and a book–that should be read by every American who has a bank account or uses a credit card.” • Since early 2009, Ms. Chaitman has been an outspoken advocate for investors in Bernard L. Madoff Investment Securities LLC. She has lobbied in Congress, on a pro bono basis, for statutory changes to assure Madoff customers of the protections of the Securities Investor Protection Act. And she has testified twice before Congressional committees on issues affecting securities investors. See Ms. Chaitman's testimony here. Ms. Chaitman practices regularly in New York and New Jersey and has been admitted to practice pro haec vice in numerous jurisdictions throughout the United States. For more information please visit www.chaitmanllp.com or www.jpmadoff.com
Marquee private equity firms such as Blackstone Group, Carlyle Group, and Kohlberg Kravis Roberts, have grown bigger and more powerful than ever. They have also become the nation's largest employers through the businesses they own. Journalist Josh Kosman, who is a business writer at The New York Post explores private equity's explosive growth and shows how its barons wring profits at the expense of the long-term health of their companies. He argues that excessive debt and mismanagement will likely trigger another economic meltdown by 2018, wiping out more than one million jobs. He also explores the links between the private equity elite and Washington power players, who have helped them escape government scrutiny. The result is a timely book with an important warning for us all. Ralph Nader says this about Josh Kosman's book, The Buyout of America. “Just how do those giant private-equity boys get away with taking over working companies, strip-mining their equity, squeezing out many workers, often ending in bankruptcy, yet still jump ship with big profits, pay very few taxes, and stay out of jail? The answers are in Josh Kosman's The Buyout of America. He believes there is still time to wake up Washington, but only if enough readers themselves heed this properly alarming wake-up call for all Americans.” To contact Josh Kosman, please visit http://www.joshkosman.com
After 31 years on the marketing faculty – nine as chair – Bill Danko achieved emeritus status in 2007 at the School of Business, State University of New York at Albany. During his tenure, he studied consumer behavior, and in particular the topic of wealth formation. He is the co-author of The Millionaire Next Door, a research-based book about wealth in America that has been ranked as a bestseller by The New York Times for more than three years. His academic publications have appeared in the Journal of Consumer Research, Journal of Business Research, Journal of Advertising Research, and other leading journals. Dr. Danko earned his Ph.D. at Rensselaer Polytechnic Institute's (RPI) Lally School of Management and Technology in 1983. “In recognition of conspicuous attainments and service in collegiate activities,” Professor Danko was inducted into the Omicron Delta Kappa society in 2005. He resides in upstate New York with his wife, and is the father of three adult children, none of whom ask him for money. Bill's latest book, "Richer Than A Millionaire, A Pathway to True Prosperity" was co-written with Richard J. Van Ness. To find out more about Bill please visit https://www.albany.edu/~danko/.
Today, RAWZ Natural Pet Food is headquartered in York, Maine. The family journey in pet food began with Jim Scott Sr. and his purchase of Old Mother Hubbard® (part of the WellPet brand family) in 1961. Now, with our son Jim III, we have founded RAWZ® Natural Pet Food. Our first goal is to offer your pet nutritionally exceptional recipes that provide the highest meat content possible, utilizing natural alternatives to highly-processed ingredients. Our second goal is to give back. Our sons both acquired life-altering injuries. As they were recovering, we experienced the spiritual impact a pet can have on its family. Living through that difficult time, we received tremendous comfort and support from Boomer, our family's yellow lab. In recognition of the crucial role Boomer played as we transitioned into a new chapter of our lives together, we pledged as a family to donate 100% of the profits (after taxes and reserves) from RAWZ® to three main causes: providing service dogs, spinal cord injury and traumatic brain injury. For more information please visit http://rawznaturalpetfood.com/ which is located in York, Maine.
Caroline Leed launched Smiling Button in the spring of 2015. As a child, every one of her outfits-from her mint green dress to her trusty overalls-was accessorized with a yo-yo and topped with a tiara. She designs for that same young girl. Today, when Caroline rolls up with her overalls and heads to the office, she knows there's no demographic she's better suited for, and no demographic she'd rather dress. A proceed of every Smiling Button purchase is donated to Children's organizations and charities across the US. To learn more, or to nominate an organization please reach out to contact@smilingbutton.com.
Karyn Krause Cumberland is the Principle of SK Lawyers LLC, one of the leading mid-size law firms in NH with offices in Stratham, Hampton and Manchester NH, with an additional Cape Coral, Florida location. Her practice areas include: Elder Law; Estate Planning; Trusts and Wills; Health Care Law; Insurance; Probate Administration; Trust Administration; Social Security; Marital Mediation; QDROS; Auto Accidents; Personal Injury and Wrongful Death; Small Business; Corporations and LLCs. http://sklawyers.net/. We have invited Karyn to speak to our NH seacoast and U.S. audience to speak about how she has grown a very successful law practice, and why estate planning is still so important for everybody, with great insights for all of us. To reach Karyn directly you may email her directly at kcumberland@sklawyers.net or through her assistant Amanda Holland at Office: (603) 778-1984 email: aholland@sklawyers.net
Adam Andrzejewski Founder and CEO of OpenTheBooks.com A national leader in bringing transparency to government spending, Adam Andrzejewski, (Angie-eff-ski) the eldest of seven children, was born in rural Herscher, IL – a hardworking small town and family farm community. After graduating from Northern Illinois University, Adam and his brother successfully built a $20 million-dollar business with 160 employees. Today, HomePages® is the nation's largest publisher of community telephone directories. After selling his share of the business to his brother in 2007, Adam began to focus on a life of public service. In 2010, Adam ran for Governor of Illinois in the Republican primary. Adam was proud to be endorsed by Nobel Peace Prize winner and Solidarity founder Lech Walesa, among others. Adam promised he would post “every dime, online, in real time.” Despite a credible loss on Election Day, Adam founded OpenTheBooks.com to fulfill his campaign pledge. Today, OpenTheBooks.com contains nearly 4 billion lines of government spending and is the largest private repository of public spending in the world. The Honorary Chairman of American Transparency (website: OpenTheBooks.com) is former U.S. Senator Dr. Tom Coburn (OK) – 2013 Time 100: 100 Most Influential People in the World. • May 29, 2013: The Wall Street Journal published Andrzejewski's editorial, “Track Government Spending on Your Phone.” Editorial showcased our first-to-market technology enabling taxpayers to search federal spending by ZIP code. • September, 2013: Stossel Special - Innovation Nation FOX News featured our data, technology, website and mobile app as cutting edge ‘tech tools' to help citizens win the public spending debate across America. • June, 2014: USA Today showcased Andrzejewski quotes and OpenTheBooks.com data regarding Phoenix VA salary and bonuses in three investigative pieces with national impact during the peak of the national VA scandal. • October, 2015: The Wall Street Journal published Dr. Tom Coburn's editorial which lauded the additional search capacity added to our award winning mobile app: Tracking Government Waste, There's an App for That. • June, 2016: The Wall Street Journal released our oversight report “The Militarization of America” in a co-authored editorial entitled, “Why Does the IRS Need Guns?” We found more bureaucrats with guns (200,000+) vs. U.S. Marines (182,000). • July, 2017: The Wall Street Journal launched our oversight report – Foundation on the Arts and Humanities. In the editorial, “It Costs Taxpayers a Bundle, But Is It Art?” Roger Kimball called our findings “eye-opening.” Adam and his wife Kerry are the proud parents of three beautiful girls. Adam's favorite hobby is running – he is a five-time Chicago Marathon runner. Adam is a lector at St. Isaac Jogues Catholic Church in his hometown of Hinsdale, IL. In 2017, Adam and his father attended the White House Correspondents Dinner
Dr. Wade D. Pfau, CFA®, is a Professor of Retirement Income in the PhD in Financial and Retirement Planning program at The American College of Financial Services. He is also a contributor to the The College's Retirement Income Certified Professional® (RICP®) designation program curriculum. Dr. Pfau is a co-editor of the Journal of Personal Finance. He has spoken at the national conferences of organizations for financial professionals such as the CFA Institute, FPA, NAPFA, AICPA-PFP, and AFS. He also publishes frequently in a wide variety of academic and practitioner research journals. He hosts the Retirement Researcher blog, and is a monthly columnist for Advisor Perspectives, a RetireMentor for MarketWatch, a contributor to Forbes, and an Expert Panelist for The Wall Street Journal. His research has been discussed in outlets that include print editions of The Economist, The New York Times, The Wall Street Journal, and Money Magazine. Dr. Pfau was a selectee for the InvestmentNews “Power 20” in 2013 and “40 Under 40” in 2014, the Investment Advisor 35 list for 2015, the IA 25 list for 2014, and Financial Planning magazine's Influencer Awards. He is a two-time winner of the Journal of Financial Planning Montgomery-Warschauer Award, a two-time winner of the Academic Thought Leadership Award from the Retirement Income Industry Association, and a best paper award winner in the retirement category from the Academy of Financial Services. Dr. Pfau holds a doctorate in economics and a master's degree from Princeton University, and Bachelor of Arts and Bachelor of Science degrees from the University of Iowa. He is also a Chartered Financial Analyst® (CFA®).
Nell Minow is Vice Chair of ValueEdge Advisors. She was Co-founder and Director of GMI Ratings from 2010 to 2014, and was Editor and Co-founder of its predecessor firm, The Corporate Library, from 2000 to 2010. Prior to co-founding The Corporate Library, Ms. Minow was a Principal of Lens, a $100 million investment firm that took positions in underperforming companies and used shareholder activism to increase their value. Her other professional experience includes serving as a Principal of Lens Investment Management, as President of Institutional Shareholder Services, Inc., and as an attorney at the U.S. Environmental Protection Agency, the Office of Management and Budget, and the Department of Justice. Ms. Minow was named one of the 30 most influential investors of 2002 by Smart Money magazine and, in 2003, was dubbed “the queen of good corporate governance” by Business Week online. In 2007 she was named as one of the 20 most influential people in corporate governance. In 2008 she was the sole recipient of the International Corporate Governance Network award for exceptional achievement in the field of corporate governance. She has authored over 200 articles and co-authored three books on corporate governance with Robert A.G. Monks, most recently the 5th edition of an MBA textbook titled Corporate Governance, published in 2011. Ms. Minow is a graduate of Sarah Lawrence College and the University of Chicago Law School. Email Address: nminow@valueedgeadvisors.com
Kevin McKinney is a documentary film maker based in Kansas City. On his movie Corporate FM, Charles Ferruzza, Broadcaster and host, Anything Goes, KKFI said“Corporate FM is a riveting — and terrifying — look at the profit-driven behind-the-scenes machinations of corporate-controlled broadcast media. It's something out of George Orwell.” -Robert Butler, Butler's Cinema Scene said,“..an extremely effective summation of how we got into this mess and how we might get out of it.” Janine Jackson | Counterspin said "Corporate FM is part murder mystery, part love letter to the key community resource that local [commercial] radio used to be.” Want to know why Main Street media is such a waste land? Kindly visit https://fmfilm.com or email Kevin McKinney at kev@fmfilm.com today.
John is a renown British economist and a visiting Professor of Economics at the London School of Economics. He is a regular contributor to the Financial Times. In 2012 he presented a substantial report to the British government as to how to reform equity markets. From his office at St. John's College, Oxford, England, we discuss his most recent and controversial book, Other People's Money: The Real Business of Finance released in 2015. We discuss the epidemic of corruption in equity markets from Wall St. and the City of London, and how financiers profit immensely trading with each other, which does little good for society as a whole. To find out more about John and his landmark works, and why he is one of Britain's leading economists, please visit www.johnkay.com
I am fascinated by creating and building things. I'm a musician, and have been my entire life, so producing content is second nature. But a problem exists the moment something new is conceived: How do we get it to the people who would enjoy experiencing it? For me, there is no difference between creating art and creating a product. The inspiration that leads to each comes from the same source; innate human ingenuity. And I believe art and products have the same goal. Whether a song, a painting, a sculpture, software, or a widget, all are more than just "things", they are conversations between the people that created them, and the people that experience them. If the conversation doesn't happen, the idea fails. Those that create are inspired by what's missing, and those that experience want something valuable. The question is, how do we connect creators with the people who will most value their creations? That, my friends, is why companies are built. From bands to bakeries, we group together to build the systems that deliver our products, and I have experience in every part of it, from conception to operations and marketing. I have run large organizations, and built my own. I'm currently managing marketing projects that range from producing online educational curricula, to marketing videos, and B2B lead generation. I also provide voiceover services for a number of clients, because apparently I can rock a mic. But most of all, each creation is uniquely valuable, and deserves a unique approach to connecting it to the world. I'm good at finding it. To find out more about Matt Carano visit https://www.linkedin.com/in/matthew-carano/ or https://twitter.com/matthewcarano, or matthewcarano@gmail.com, tel: 603-767-8000
Michael Thaler, Effective Ministries by The Economic Warrior
Advantage Compendium Ltd. is led by Jack Marrion, providing research and consulting services to insurance companies and financial firms in a variety of annuity areas. He is the Director of Research for the National Association of Fixed Annuities. He also serves as a Research Fellow at Webster University. In 1996 he produced the first independent hypothetical return monthly publication comparing all index annuities on the market, and created the quarterly Advantage Index Product Sales & Market Report in 1997 that was the first comprehensive report of index annuity sales, products and trends. In 2015 he created volcontrol.com, a subscription site showing the specifications and returns of volatility controlled indices used in the fixed index annuity world. Regulators frequently quote from his research; he is frequently referenced or sourced in SEC rule filings relating to annuities, as well as working as a court certified expert witness on annuities. He has conducted a broad scope of research ranging from the behavioral reasons why consumers buy or don't buy financial products to suitability and complaint trends to future annuity distribution impact models. His insights on the annuity and retirement income world have appeared in hundreds of publications. In 2006 the National Association of Insurance Commissioners asked him to address their annual meeting and teach regulators the realities of index annuities. He was invited back in 2009 to talk to the NAIC about the effects of aging on senior decision-making. In 2015 he spoke to NAIC members on volatility controlled indices. He is a frequent speaker at industry functions and provides the monthly Annuity Perspectives newsletter to National Association for Fixed Annuities (NAFA) members. Best's Review said he was likely to affect the course of the industry. Prior to forming Advantage Compendium Dr. Marrion was president and owner of an NASD broker/dealer with offices in nine states, and formerly vice president of a life insurance company and previously vice president of an NYSE investment banking firm. He has a BBA from the University of Iowa, an MBA from the University of Missouri and his doctorate from Webster University in the area of cognitive bias in decision-making formed a new paradigm in the development of retirement income products. Neither Jack Marrion nor Advantage Compendium sell or endorse any financial product. Contact Information P.O. Box 3308 * McKinney TX 75070 314-255-6531 marrion@advantagecompendium.com or check out the website http://www.advantagecompendium.com/index.htm.
Nancy Risley, BCPP, RPE is a gifted healer whose advanced understanding of energy systems has created the basis for the work done at the Spa Tech Institute. From her well developed intuitive and perceptual abilities came the guidance and desire to enter into the healing field in 1970. She studied bodywork and bio-dynamic nutrition in Europe as well as astrology, psychic development, and conscious channeling. She had a successful private practice, first as a massage therapist and then as a Polarity therapist, that was booked up many months in advance. The Polarity Realization Institute and Spa Tech Institute were born from the constant interest of her clients who wanted to understand the work she was doing. Over years of learning, doing sessions and teaching, Nancy developed an extensive understanding of the healing process. This base of knowledge of the healing principles of self-realization and transformation are reflected in her unique approach as taught in all of the programs at the institute. She continues to build on this knowledge and develop more profound ways of working with energy as well as training others to do the same.After years of practicing and perfecting this work she is now documenting a vast body of knowledge as well as training teachers to bring it into the world. Her pioneering work with RYSE is based on her years of training and helping energy workers and therapists to reach their highest potential. For more information on Nancy Risley and Spa Tech Institute please visit www.spatech.edu or call 978-356-0414 in Ipswich, Massachusetts You can also visit http://www.transformationalhealingcenter.com which is located in East Thetford, Vermont
Gretchen Morgenson, an assistant business and financial editor and a columnist at The New York Times, has covered the world financial markets for The Times since May 1998. She won a Pulitzer Prize in 2002 for her “trenchant and incisive” coverage of Wall Street. Ms. Morgenson is a financial journalist with Wall Street experience. Her stint as a stockbroker at Dean Witter Reynolds in New York in the early 1980s gives her stories a depth of knowledge and skepticism uncommon to financial reporting. Upon graduation from Saint Olaf College in Northfield, Minn., in 1976, Ms. Morgenson began her career as an editorial assistant at Vogue magazine. After spending two and a half years on Wall Street, she covered the financial world during stints at Money magazine, Worth magazine and Forbes Magazine. Ms. Morgenson is the author, with Joshua Rosner, of “Reckless Endangerment,” a New York Times best seller about the origins of the 2008 financial crisis published in May 2011 by Times Books. She is also the author of “Forbes Great Minds of Business,” a book of five interviews with business leaders published in 1997 by John Wiley & Sons. She is the author, with Campbell R. Harvey, of “The New York Times Dictionary of Money and Investing” (2002). In 2009, Ms. Morgenson won a Gerald Loeb Award in the “Beat Writing” category in her coverage of Wall Street. This followed her Gerald Loeb Award for excellence in financial commentary in 2002 and the American University School of Communication's Annual Journalism Award for excellence in personal finance reporting in 2000. Ms. Morgenson has also served on two Pulitzer Prize juries, evaluating investigative reporting entries in 2009 and 2010. To find out more about Gretchen, please visit www.nytimes.com/by/gretchen-morgenson.
David M. Walker Former Comptroller of the U.S. by The Economic Warrior
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