10 Top Speakers for Financial Audiences

Speaker Background:

Dr. Vikram Mansharamani is a global trend-watcher and economic advisor who shows people how to anticipate the future, manage risk, and spot opportunities.  Mansharamani advises Fortune 500 CEOs, helping them navigate the radical uncertainty in today’s business and regulatory environment. He is a global equity investor with 20+ years experience investing in public and private markets; he has served as Managing Director of SDK Capital and today manages the Kelan Global Opportunities Fund. Mansharamani is a frequent commentator on disruption in the global business environment, frequently appearing in publications and media including CNBC, Bloomberg, Fortune, Forbes, and The Wall Street Journal.  

Featured Presentation for Financial & Insurance Audiences:

Navigating Global Uncertainty: An Unconventional Approach
Crosscurrents of technological, economic, and geopolitical trends are creating unprecedented change and uncertainty. In order to pay attention to what really matters we must learn how to connect the dots and anticipate what’s next.  The future doesn’t have to surprise you.  Vikram Mansharamani shows audiences how to look differently at their industry with the goal of managing risk and capturing opportunities others miss. He encourages us to “zoom out” from the narrow lens that often leads us to miss the most important signals – the ones we’re least primed to see.

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Speaker Background:

As the world seeks to recover from the paralyzing effects of the Coronavirus pandemic, Ron Insana has been connecting the dots to give audiences a clearer idea of what the economic future might look like. A pioneering financial journalist, Insana has covered the most important economic stories of our lifetime over his nearly four decades on TV, looking at how Wall Street, Main Street and Washington are intersecting.  Then he translates the market signals and political maneuvers into actionable information that everyone can understand and use to protect what they have and navigate an uncertain future. 

Featured Presentation for Financial & Insurance Audiences:

The Message of the Markets – What Are They Saying About The Future
How can you protect what you have and find new opportunities in this investment climate? Every day the world’s markets are boldly predicting the future. In fact, they are reflecting information not yet revealed to the general public.  In order to understand what the markets are saying, you have to know how to listen to and interpret the messages they are sending. Using his background as trailblazer in financial news reporting, Insana shows audiences how to understand the signals put out by the markets, and protect their economic future.

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Speaker Background:

When leaders want to break team silos, drive exponential growth and innovate through teamwork, they call Erica Dhawan. An internationally recognized leading authority, speaker and advisor on 21st century teamwork, collaboration and innovation, Dhawan was named by Thinkers50 as the “Oprah of Management Thinkers”, and was Rated #1 on the Top Women Keynote Speakers of 2020.  Dhawan works with clients like Coca-Cola, Goldman Sachs, and Cisco, sharing innovative strategies to unlock the collective power of teams, build a culture of trust across any distance, and create authentic engagement to ensure competitiveness. 

Featured Presentation for Financial & Insurance Audiences:

Digital Body Language – What We All Need To Know in Our New World
Email replies that show up a week later. Video chats full of “oops… sorry no you go” and “can you hear me?!” Ambiguous text-messages. Is it any wonder communication takes us so much time and effort to figure out? How did we lose our innate capacity to understand each other?  Humans rely on body language to connect and build trust, but with most of our communication happening from behind a screen, traditional body language signals are no longer visible – or are they?  Dhawan combines cutting edge research with engaging storytelling to decode the new signals and cues that have replaced traditional body language across genders, generations, and cultures. Online, reading carefully is the new listening. Writing clearly is the new empathy. And a phone or video call is worth a thousand emails.  Dhawan supercharges your work with collectively understood rules that foster connection, build trust and drive innovation.

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Speaker Background:

For four decades at Fortune, Geoff Colvin has covered the economic, political, technological, and competitive forces disrupting business and how top leaders and companies adapt and transform to win in spite of them. As business leaders face their biggest challenge ever, Colvin is the voice of experience who shines a light – revealing a clearer path for an uncertain future. Geoff has an insider’s perspective on the world’s top leaders in business and government. He knows what they’re seeing, thinking, and planning and reveals how they’re leading and responding to today’s challenges in ways that others can learn from.

Featured Presentation for Financial & Insurance Audiences:

Rebuilding the Economy – An Update
No one could have imagined the turn of economic fortunes that took place in 2020. Coming back from such economic devastation will take time and every business leader is looking for valuable insights to help set their strategic course of action. Here, Colvin briefs audiences on where the US and global economies are going. Trade, monetary policy, fiscal policy, government regulation, and global dynamics all factor into the equation. With Washington already having provided trillions of dollars in stimulus, what does the future look like and how should business leaders navigate the path forward? This is a timely talk updated with headlines from the day’s news.

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Speaker Background:

As a frequent commentator on the state of the markets, Todd Buchholz brings his experience as a former White House Director of Economic Policy, a Managing Director of the $15 billion Tiger hedge fund, and a Harvard economics teacher to the cutting edge of economics, fiscal politics, and business strategy.  Featured alongside such luminaries as Colin Powell, Ben Bernanke, and Jeff Bezos, Buchholz has guided corporate and political leaders around the world and is a frequent guest on ABC News, PBS, and CBS, and CNBC. Buchholz holds advanced degrees in Economics and Law from Cambridge and Harvard, and is the inventor of the Math Arrow, a mathematical matrix that makes numbers more intuitive to children.

Featured Presentation for Financial & Insurance Audiences:

How to Compete in a Global Economy
Never before have businesses felt such excruciating pressure to compete. The go-go days of the 1990s turned into the go-sideways days of the 2000’s. What’s next? While enjoying superlow interest rates and riding a roller coaster stock market, firms have struggled to raise prices, even when their costs go up. China poses a threat but also an opportunity for new sales. Loyal customers seem ready to jump to a competitor. How can your company or industry survive and thrive? Can the Fed keep the economy recovering in the Janet Yellen era?  Todd Buchholz, who led the White House Energy Strategy, will help you figure out whether OPEC and Russia can tighten energy supplies again or whether a revolution in natural gas will reinvigorate U.S. factories. Learn how the “scissors economy” opens up new business and investment opportunities. Today might be the very best—or the very worst—time to finance a loan. By “connecting the dots” of the world economy, Todd teaches how to anticipate the new trends that open up fresh opportunities for manufacturing, service and technology companies.

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Speaker Background:

Catherine Murray’s passion when looking at the economy, business, and markets, is cutting through the noise to find out what really matters. Having spent over 15 years on Wall Street and more than 10 at BNN Bloomberg as the host of numerous programs, Murray has garnered extensive knowledge on global, sector, and industry analysis, merger and acquisition opinions, and the impact of Bitcoin and cryptocurrency.  Her previous roles include Vice President of Institutional Sales and Trading at Deutsche Bank, Associate at Goldman Sachs in Institutional Equity Sales and Trading, and Associate Research Analyst at William Blair.  As one of the few Vice President females on a trading desk, Murray has a passion for seeing women succeed.  In 2009 she co-founded North South Capital, a women-owned institutional investment firm. Today she continues her analysis, interviews and reporting at Murray Media & Markets online. 

Featured Presentation for Financial & Insurance Audiences:

Current Events & The Markets
With Murray’s more than 25 years experience reviewing and analyzing current market trends, the economy, and business development, she brings insight into what to watch for in the coming year to help you and your business set up for success. In an inter-connected global marketplace that is constantly changing, what are the biggest trends that can help guide your business decisions? Where are the markets – both in Canada and across the world – heading?  And, most importantly, what does this all mean for your industry? With unparalleled experience and unshakeable poise, Murray gives audiences concrete takeaways that can help anyone anticipate what is next for their organization.

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Speaker Background:

David Frum is one of the most influential political analysts of our time, bringing a rational conscience into the mainstream and the often-polarized world of American politics. He helps crystallize what the current political climate will mean for your business or organization – for the good, the bad and the future. As a Staff Writer at The Atlantic, Frum’s commentary on social and political issues generates thought-provoking discussions throughout America and around the world.  He is a prolific author of ten books, most recently TRUMPOCALYPSE: Restoring American Democracy and TRUMPOCRACY: The Corruption of the American Republic.  In 2001-2002, he served as speechwriter and special assistant to President George W. Bush.  Frum holds a BA and MA in History from Yale and a Law degree from Harvard, where he served as President of the Federalist Society.

Featured Presentation for Financial & Insurance Audiences:

The 2020s: How To Keep Them Roaring
The big issue on Frum’s mind post-2020 election is the continuing risk of US protectionism and de-globalization. Trade / cross-border investment is one issue where the new Biden administration most agrees with the defeated Trump administration. Biden wants “Buy American” across a range of issues. His approach to vaccines was narrowly nationalistic: he retained a vast inventory of AstraZeneca vaccine that the US did not need and that US regulators had not yet approved. He wants a permanent infrastructure of medical favoritism. It seems he has no interest in correcting Trump’s failure of truly updating NAFTA for the 21st century. His policy toward China may be more polite, but is equally hostile.  The Roaring 1920s ended in disaster because narrow-minded US administrations never understood that US prosperity depends on world prosperity.   Will the 2020s end the same way?

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Speaker Background:

Dr. Dave Williams, Emergency Room Specialist, Former Hospital CEO, Aquanaut and Astronaut – and the only non-American to hold a Directorship at NASA – knows RISK, and how to MANAGE it!   Williams has extensive experience leading organizations where uncontrolled risks can have significant consequences; those lessons are captured in keynotes and workshops, offering unique images to help tell the many stories he shares.  Among the topics Williams addresses are Risk Management, Leadership, Resilience, Team Building & Team Work, Motivation, and Health & Wellbeing.  Williams is the bestselling author of a series of children’s books, a memoir, Defying Limits: Lessons from the Edge of the Universe, and his newest title to be published in July, Leadership Moments from NASA: Achieving the Impossible.  Today, Williams is the CEO of Leap Biosystems, an innovator in the development of new augmented reality technologies and AI-enhanced diagnostic devices.

Featured Presentation for Financial & Insurance Audiences:

Building Agility, Controlling Risk and Building Thriving Organizations
Change is a global force that has brought with it unpredictability and uncertainty that has challenged many organizations. It is how organizations respond to change, how they control risk and they build capacity that determines their agility and ability to succeed. Resilient organizations are based on an environment of continuous learning and vibrant cultures where teamwork thrives. Controlling risk is critical for success in the aerospace and healthcare sectors where the lessons from data-driven decision making, speaking up and working collaboratively can benefit other sectors. The best way to predict the future is to shape it though knowledge and embrace it with agility. Learn from the experiences of award-winning CEO, Dr. Dave Williams, who has experienced first-hand and successfully led large organizations to thrive in high-stakes environments.

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Speaker Background:

Lital Marom helps people understand the future, so that they can develop a bolder vision for their potential.  Marom started her career building computer systems for companies in Israel and Europe, before advancing to lead global sales and strategy for Fortune 100 teams across three continents. Since then, she’s lived in ten countries and founded four companies, including the innovation consulting firm, UNFOLD, and the leadership and development organization, The Academy of Tomorrow.  An internationally-recognized keynote speaker, Marom is a thought leader on innovation, digital transformation, the platform economy, agile leadership and the future of work.  She holds computer science and business degrees from the Interdisciplinary Center in Israel; she studied investment banking at NYU’s Stern School of Business, and Transformative Strategies and Artificial Intelligence at MIT’s Sloan School of Management.  Marom is a fellow of THNK School of Creative Leadership. 

Featured Presentation for Financial & Insurance Audiences:

Exponential Transformation: Shaping Digital Transformation in 2021 And Beyond
Technology continues to disrupt our world. All Big Tech companies already crossed the $1 trillion market cap threshold. The real impact of technology is not the disruption—we’ve been dealing with that for centuries. It’s the pace and unpredictability that disruption brings.  Shifting from an incremental to an exponential strategy and adopting an exponential mindset is the first step towards real transformative growth. To drive lasting change, you will need to design a whole new roadmap across your entire organizational value chain, including people, technology, and business models.  During this presentation, you will get a real sense of the shifts (thinking models and business models) and the fundamental principles that separate successful companies from unsuccessful ones in the digital economy. Lital will explain how you could identify opportunities to innovate and transform your own business before someone else will.

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Speaker Background:

David Allison is a consumer behavior expert, an advisor to global brands, and a leading advocate for discarding demographic stereotypes. He founded the Valuegraphics Database to help organizations create exponentially better customer engagement, and point the way to a less divided world. Allison’s work makes it possible, for the first time in history, to identify the shared values of any group of people. He shows organizations as wide-ranging as the United Nations, Wall Street hedge funds, and global consumer brands how to harness the enormous passion and power that those shared human values will unleash. Allison spent 20 years working at a succession of marketing firms and in senior roles with luxury brands until launching his own marketing strategy company in 2005. Ten years later, he sold that firm, and began work on Valuegraphics. His latest book was a best-seller within 24 hours of release, and INC Magazine named it one of the ten best leadership books of the year.

Featured Presentation for Financial & Insurance Audiences:

The Inheritors: Engaging the Next Generation of Wealth
As the greatest generational transfer of wealth begins, boardrooms in all sectors are buzzing with speculation about how to respond. What does Next Gen Wealth want from their financial advisors? How will they choose their financial institutions? How do investment and insurance products need to change? In other words, what does NextGen Wealth care about most? Based on the first-ever study of the shared values of the wealthiest inheritors in the US and Canada, this keynote can be tailored to address the most pressing questions your audience has about their own evolution, and how to meet the needs of Wealth 2.0.

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