Nicholas Gregory, ChFE, ChFWA — CEO of The Financial Engineering Institute
Nick is dedicated to providing quality financial education, training, marketing, coaching and advanced case design for the financial services, accounting, legal and non-profit communities through his firm’s financial engineering process. Over the past 40+ years Nick has consulted with attorneys, accountants, and financial services professionals in better serving their clients. He also provides consulting for some of the largest financial services organizations in the world. He functions as a speaker, writer and consultant in the areas of cash management, risk management, investing, taxation, estate preservation, employee benefits, business succession and retirement planning, as well as business valuation, asset protection, and charitable giving. Nick is also Managing Director of The Charitable Capital Design Center, an organization which assists both financial professionals and charitable organizations in enhancing their planned giving capabilities by redefining “planned giving” as a unique form of financial capital. He is also Board Chairman of Give Back Nation. The non-profit organization creates bigger waves of giving within communities across the nation through other non-profits and financial professionals.
William Hortz — Founder and Dean of The Institute for Innovation Development
Bill Hortz is an independent business consultant and Founder/Dean of the Institute for Innovation Development- a financial services business innovation platform and network. With over 30 years of experience in the financial services industry including expertise in sales/marketing/branding of asset management firms, as well as, creatively restructuring and developing internal/external sales and strategic account departments for 5 major financial firms, including OppenheimerFunds, Neuberger&Berman and Templeton Funds Distributors. His wide ranging experiences have led Bill to a strong belief, passion and advocation for strategic thinking, innovation creation and strategic account management as the nexus of business skills needed to address a business environment challenged by an accelerating rate of change.
Stephen Jass — Founder and CEO of LS Hub
Experiencing the existing life settlement business first hand, Stephen has committed himself to making longevity capital and the life settlement needs of the clients of financial advisors as well as legal and accounting firms much more streamlined and transparent. The cutting edge technology that he and his team have built provides a turnkey transparent life settlement case submission, tracking and management digital platform. Over the past 8 years he has managed a life settlement funding organization, a life insurance general agency and been a part of several technology startups. His extensive industry and regulatory knowledge paired with strong insurance industry, broker, funder and provider connections ensures cases are handled with care and the highest offers are obtained.
James Sekel — Senior Vice President of Private Banking at TriState Capital Bank
In this capacity, Jim works in developing deposit and loan relationships with family offices, trust companies, investment firms, financial advisors and their clients, as well as business owners and company executives. Jim has nearly 40 years of experience in the banking industry. He has expertise in Private Banking, along with retail and commercial banking. Jim is currently responsible for a $700 million loan and deposit portfolio. Jim is a graduate of Edinboro University with a B.A. in Accounting. Additionally, he earned his MBA from Robert Morris University. He also completed the Graduate School of Retail Bank Management at the University of Virginia and the Central Atlantic School of Commercial Lending at Bucknell University.
Larry Shumbres — CEO of Totum Risk
Larry has your non traditional Wall Street back ground. He began his career with IBM in the late 90’s when the internet was just coming into play and the beginning of the .com boom. Following his passion for the financial markets he moved to NYC where we worked on the retail and Institutional sectors for NY Life Mainstay Investments and Charles Schwab. Seeing a huge technology disconnect between Wall Street and investors he decided to move into Fintech before if was Fintech. He has lead product and revenue initiatives for Morningstar, eMoney, and EVestment, before taking over at the helm at Totum Risk. Larry holds a B.A from the University of Pittsburgh.
Howard W. Neiswender, J.D., LL.M., CFP, TEP, CEPA — Shareholder of Sirote and Permutt, PC
Howard provides comprehensive legal services for individuals and businesses throughout the United States and internationally, using creative and innovative tax strategies and a multi-faceted coordination process between business and personal planning. Howard combines the areas of income tax planning, estate planning, charitable planning, business planning, asset protection planning, insurance planning, legacy planning and retirement planning to achieve the goals of his clients. He has been recognized as one of the Best Lawyers in America in the areas of Trusts and Estates and Tax Law. Howard is also a Certified Financial Planner and Certified Exit Planning Advisor. Howard has served as both an Adjunct Professor at the University of Alabama School of Law in its LL.M. in Taxation Program and as an Instructor with the American Institute of Certified Public Accountants. He has a Master of Laws (LL.M.) degree in Taxation from New York University School of Law.
Matt Meyer — Managing Partner of The BluePrint Insurance Services
Matt specializes in working with financial advisors on complex estate and business planning issues. He takes a holistic planning approach and prides himself on speaking the same language as RIAs and comprehensive financial advisors. Over the past 21 years, Matt has had the opportunity to gain extensive experience consulting large organizations on their employee benefit programs, assist high net worth families in the estate planning process, and provide overall guidance to advisors, CPAs, and estate planning attorneys. Matt works with advisors and clients to structure and model transactions, general financial strategies, as well as to examine the short and long-term products utilized for risk mitigation. Matt lives with his wife in Palos Verdes Estates, California, and studied at the University of Kansas.
Stephen F. Rasnick — President of Self Insured Plans, LLC
Starting his first TPA, Claims Administration Services, Inc (CASI) in 1982. Within three short years, that TPA became the largest in Illinois, providing services for more than 150 employers and 125,000 members. It was acquired by the Travelers Insurance Company to become the cornerstone company in a national network of TPA organizations that they were developing. Steve, operating as President, grew that organization to the third largest national TPA organization. Steve currently serves as President of the Health Care Administrators Association (HCAA) and is a past officer and director of the Self Insurance Institute of America (SIIA), founding director of the Self Insurance Institute of Illinois, a member of the International Claims Association and is a frequent national speaker on benefit and administration issues.
Alan Jahde, J.D., LL.M. — Founder and CEO of Investors Preferred Life Insurance Company
He also was a co-founder of the law firm of Anderson & Jahde, P.C., focusing on international income and estate tax planning, private placement life insurance, charitable, defined benefit pension planning, and tax controversy. he also co-founded Castle Re Insurance Company, Ltd. a Bermuda based, long term life insurance carrier. Alan has a bachelor's degree in business from the University of Nebraska, a Juris Doctorate from the University of Georgia in 1979, and an LL.M., Masters of Law in Taxation, from the University of Denver. He is a past President of the Centennial Estate Planning Council. Over the past thirty-five years, Alan has developed considerable tax expertise in the areas of private placement life insurance and annuities, dynasty trusts, LLCs, and related estate and income tax planning structures.