About Apex 2017

Apex 2017 is an exclusive gathering of the HighTower community taking place May 23-24 at the Intercontinental San Francisco. This one-of-a-kind summit will explore the intersection of health and wealth, as well as the idea that financial success is not an end-goal, but a catalyst to achieving an extraordinary quality of life. The program features insightful speakers and accomplished experts from the worlds of business, finance and more, including: former NASA astronaut Captain Scott Kelly, two-time Olympic Marathoner Alan Culpepper, Google Foundation President Jacquelline Fuller, and many others.

Photo Library


Jul 05, 2017

Keynote Speakers

(click on image to view bio)
Captain Scott Kelly

Captain Scott Kelly


Captain Scott Kelly’s epic Year In Space solidified his status as one of the greatest pioneers in history. Now, in his acclaimed speech appearances, he brings audiences to the edge of their seats with transcendent insights that inspire and challenge them to dream big, test the status quo, and “choose to do the hard things.”

One of a select group of Americans who embody a defining moment in the nation’s history, he captivated the world and seized the imagination of millions during his record-breaking voyage— proving that the sky is not the limit when it comes to the potential of the human spirit. On his trip, Scott, together with his identical twin brother Mark on Earth, paved the way for the future of space travel and exploration as the subjects of an unprecedented NASA study on how space affects the human body.

This year, the world awaits another exciting landing with the arrival of Scott’s widely-anticipated memoir, “Endurance: My Year In Space and Our Journey to Mars” slated for release in fall 2017. His book has also been optioned as a Hollywood film by Sony Pictures.

With awe-inspiring stories from space and personal reflections on leadership, teamwork and testing limits, Scott inspires others to believe that they can reach any goal, no matter how ambitious or audacious. As he looks back on the expedition that shuttled him into history books, audiences revel in the presence of a true American hero and gather unique takeaways on persistence, resilience and self-determination that transform the way they view their own journey through life.

Jacquelline Fuller

Jacquelline Fuller

President, The Google Foundation

Jacquelline Fuller leads Google.org, Google’s philanthropy, which provides more than $200 million yearly to support innovators using technology for humanity.

Jacquelline joined Google in 2007 and manages a global team that brings together Googler volunteers, product donations and funding in areas such as education, economic empowerment and inclusion. 

Jacquelline previously served as Deputy Director of Global Health at the Bill & Melinda Gates Foundation, where she was a member of the senior management team for eight years. In 2004-2005, Jacquelline and her family moved to Delhi, India where she helped to launch a $300 million health initiative for the Gates Foundation. Prior experience also includes serving as speechwriter to U.S. Secretary of Health and Human Services, Dr. Louis Sullivan. 

She received her BA in political science from UCLA and a Masters in Public Policy from the Kennedy School at Harvard. She serves on the board of GiveDirectly.

Kyle Maynard

Kyle Maynard

Mountaineer, ESPY Award-winner, motivational speaker and only congenital paraplegic to ascend Mt. Kilimanjaro

Kyle Maynard is an entrepreneur, speaker, best selling author, award-winning extreme athlete, and the first man to bearcrawl to the top of the highest mountain in Africa, Mount Kilimanjaro (19,340 feet), and the summit of Argentina’s Mount Aconcagua (22,838 feet), the highest peak in both the Western and Southern Hemispheres.

Born with a rare condition known as congenital amputation, that left him with arms that end at the elbows and legs that end near his knees, he learned early on to live life independently and without prosthetics. Kyle thrives on physical challenges and is a champion wrestler, CrossFit Certified Instructor and gym owner, competitive Mixed Martial Arts fighter, world record-setting weightlifter, and skilled mountaineer.

He is on a mission to make the world a better place and to inspire others to do the same by sharing his story and living by example. He travels across continents, speaking to thousands of executives and students, athletes and warriors, to share his "No Excuses" philosophy. He is a humanitarian who passionately supports numerous charities, and commits time and resources to work with wounded and recovering U.S. military veterans.

Kyle is the New York Times best selling author of his life story, “No Excuses,” and the focus of the moving ESPN documentary, “A Fighting Chance.” His story has been featured in countless television programs and editorials, which have been viewed by millions around the world.

Jenn Lim

Jenn Lim

CEO & Chief Happiness Officer, Delivering Happiness

Jenn Lim is the CEO and CHO (Chief Happiness Officer) of Delivering Happiness (DH), a company she and Tony Hsieh (CEO of Zappos.com) co-founded to inspire science-based happiness, passion and purpose at work, home and in everyday life.

Jenn has been a consultant with Zappos from its start-up days in 2003 to the $2B business it is today. She created the Zappos Culture Book, an embodiment of how companies can use happiness as a business model to increase productivity and profitability.

Jenn’s experience with Zappos, combined with her development of scientific frameworks for workplace happiness, created the evidence that happier employees = happier customers = successful companies (and meaningful lives).

Jenn has traveled to over 30 countries to speak on this equation and most importantly, share the practical ways of HOW this equation works.

Upon the discovery that every organization can have similar results, DH evolved into the culture coach-sulting company it is today...to help businesses, hospitals and governments actualize their own sustainable culture for positive ROI.

Today, Jenn is dedicated to growing DH to inspire people, companies and communities to change their world, so together, we can change the world.

Alan Culpepper

Alan Culpepper

Two-time Olympic Marathoner

Alan grew up in El Paso Texas where he held 5 State Championship titles in Track and Cross Country and he still holds numerous El Paso city records. While studying at the University of Colorado he was an 8 time Division I All-American and earned a National Title in the 1996 NCAA Championships at 5,000 meters. Alan graduated in 1996 with degrees in Sociology and Geography and was named University of Colorado’s Student-Athlete of the year and in 2012 was inducted in the University Athletic Hall of Fame. Over the course of his 12 year professional career, Alan proved to be one of the most consistent and versatile distance runners in American history. Along with qualifying for two Olympic teams, Alan was also a seven time National Champion in events ranging from 5k to the marathon and competed on four World Championship teams. In 2002 Alan ran his debut Marathon in a time of 2:09:41 which at that time was the American Debut Record. In only his second marathon Alan won the 2004 Olympic Marathon Trials and later that year went on to finish an impressive 12th place in the marathon at the Athens Olympic Games. He continued a string of impressive performances finishing 4th in the 2005 and 5th in the 2006 Boston Marathon. With a range of personal bests from 3:55.1 in the mile to 2:09:41 in the marathon Alan has the best range of any other American Distance runner to date and one of only 20 men in the world to run under a 4:00 mile and under a 2:10 marathon.

Upon completing his athletic career Alan shifted his focus to starting a retail business and successfully launched and operated Solepepper Sports just outside Boulder Colorado. After several years of owning and operating the business and developing new community initiatives through the store, Alan decided to sell the business to pursue a career in event planning, marketing and execution with one of the largest participatory event companies in the world. He began his 6 year stint with Competitor Group Inc. as Director of Operations where he managed multi day event operations and logistics in city across the country. This included Phoenix, Chicago, Philadelphia, Dallas, Denver and others. He later moved into a management role where he served as the functional lead for seven major events in the United States annually. Alan eventually ended up as Vice President of Government Relations where he handled all sensitive city conversations and negotiations with the Mayor’s office, City Manager, Conventions and Visitors Bureau and City Council.

Currently Alan serves as the Director of Operations and Marketing for the University of Colorado’s annual Conference on World Affairs. The Conference on World Affairs is a historic one of a kind week-long festival of ideas with thought leaders from around the world. The 100 invited speakers take part in 200 panel discussions and performances throughout the week and attract almost 70,000 attendees annually. Topics include climate, politics, food, activism, space, human rights and many more. Alan also works with athletes of all varying abilities through his online coaching platform Culpepper Coaching. He helps athletes from Singapore to Australia and London and across the United States with aspirations of completing their first event to qualifying for the Boston Marathon.

In 2015 Alan authored, RUN Like a Champion – An Olympian’s Approach For Every Runner. Published by Velopress.

Amy Webb

Amy Webb


Amy Webb knows what’s coming. The futurist, author and founder of the Future Today Institute, she identifies emerging trends maps how they’ll transform the future of business, international relations, culture and the world. A recent Wall Street Journal profile described her methodology, which combines data-driven research with “aggressive computation.” Webb’s forecasting tools are taught in universities, and her Future Today Institute team advises Fortune 500 and Global 1000 companies, government agencies, large nonprofits, universities and startups worldwide. Her futures forecasting work has been featured in The New York Times, Harvard Business Review, Wall Street Journal, Fortune, Inc. Magazine, Fast Company, CNN, NPR, and more. She was recently named to the 2017 Thinkers50 Radar list of management thinkers most likely to shape the future.

The authority on forecasting and strategy, Webb collaborates with a number of institutions. She was a Delegate on the former U.S.-Russia Bilateral Presidential Commission, where she worked on the future of technology, media and international diplomacy. She is a member of the Academy of Television Arts & Sciences, where she has served as a Blue Ribbon Panel Emmy Judge for emerging technology categories. She sits on several advisory boards, including the SXSW Accelerator.

An engaging and energetic speaker, Webb customizes every presentation for each audience
using original research and insights specific for the organization, industry or conference. Attendees typically receive a digital folder full of resources, tools and actionable ideas following the presentation. Webb’s popular TED talk, based on her bestselling memoir “Data, A Love Story,” has been viewed more than 5 million times and translated into 32 languages. It has been the featured in-flight entertainment on Delta flights and in Marriott hotel rooms.

She is the author of three books, including “The Signals Are Talking: Why Today’s Fringe Is Tomorrow’s Mainstream” (PublicAffairs, December 2016) which explains how leaders and organizations can predict and manage technological change. It was selected as one of Fast Company’s Best Books of 2016, was an Amazon’s best book of December 2016 and was a #1 Bestseller. Signals has been translated into a number of languages.

Webb designed and teaches the futures forecasting MBA course at the New York University School of Business. She was a 2014-15 Visiting Nieman Fellow at Harvard University, where her research on the future of education reform received a national Sigma Delta Chi award. Every year, she lectures about the future of media and technology at a number of universities, which have included Institut d’études politiques de Paris, Temple University, Tokyo University and National University of Kyiv.

The first half of Webb’s career was spent in journalism: she was a reporter with Newsweek (Tokyo) and the Wall Street Journal (Hong Kong) where she covered emerging technology, media and economic trends.

Jim Kwik

Jim Kwik

Memory and Learning Expert

Jim Kwik is CEO and founder of KwikLearning.com, a leader in accelerated learning with online students in over 150 countries. 

He is a world expert in speed-reading, memory improvement, and optimal mental fitness and performance. 

For two decades he has served as the brain performance coach to many of the world's most admired CEOs and celebrities. 

Kwik’s cutting edge techniques and impressive mental feats have made him the highly sought out trainer for top entrepreneurs and organizations, with clients that include Virgin, Nike, GE, Fox Studios, Caltech, Harvard, and Singularity University.

After a childhood brain injury left him learning challenged, Kwik created systems and strategies to dramatically enhance his own mental performance. He has since dedicated his life to helping others to master the growing epidemic of information overload and unleash their brainpower to live a life of greater power, productivity and prosperity.

He has a passion for education and funds schools for children from Guatemala to Kenya.

Mark Jeffries

Mark Jeffries

Expert, Influencing Using "Soft" Communication Skills

Author, keynote speaker and former Merrill Lynch stockbroker, Mark Jeffries, has become a trusted adviser and communication consultant to some of the world's largest and most successful corporations, agencies and partnerships.

Dividing his time mostly between the United States, Canada and Europe, Jeffries is invited to deliver his highly effective keynotes on business communication and influence to audiences across many industries. His speeches are relevant, entertaining, and filled with instantly useable takeaway ideas.

Jeffries has spoken in front of more than 100,000 people, always receiving audience plaudits and praise. The messages within his content help people, in every industry, at any level improve how they build connections, tell stories, share ideas, pitch themselves and "sell without selling".

Jeffries has also mastered a fascinating niche¾moderating major corporate events. Jeffries has become the go-to person for facilitating, moderating and MC-ing multinational events for major organizations around the world.

Jeffries has published two books: What's up with your Handshake? and The Art of Business Seduction.

Discussing the power of business influence, networking 2.0 and soft skills, Jeffries regularly appears as an expert guest on NBC's Today show, FOX Business, CNBC and BBC News and writes for The Huffington Post.


(click on image to view bio)
Amy Butte

Amy Butte

Independent Trustee, and Chair of the Audit Committee

Fidelity Investments Strategic Advisers Funds

Amy Butte is a respected leader, strategic visionary and advisor to start ups, growth companies and corporates across the financial services spectrum. She has a track record for guiding the creation of companies from non-profit to for-profit and private to public. With a reputation for translating the complex to the understandable, Amy is a passionate senior executive, connector and role model.

Currently Amy is an Independent Trustee, and Chair of the Audit Committee, for the Fidelity Investments Strategic Advisers Funds and an Independent Director and Chair of the Audit Committee for BNP Paribas USA, a newly created Board in compliance with Dodd Frank. She is a Board Observer for Carbon38, the premier e-commerce destination for fashion forward active wear and fashion forward active women. She is the Strategic Advisor to the Long Term Stock Exchange (LTSE), a Silicon Valley led start up creating a vision and market place for long-term investors, issuers, and leaders.  She is an Advisor and Mentor to early and seed stage companies through her involvement with Montage Ventures, Harvard Business School, Accion International’s Frontier and Venture Lab Funds.  She served on the Advisory Board and was On Air Contributor for Wall Street Week and was a regular guest for CNBC, Bloomberg and other media outlets.  She was the Chair of the Brick Church School’s 2015 Auction, an in person volunteer at West Side Campaign Against Hunger, and an active supporter of Free Arts, Robin Hood, and the Children’s Museum of the East End. She is a member of the Economic Club of New York, Women’s Forum of New York and WomenCorporateDirectors.

Amy was the Founder of TILE Financial and SpendGrowGive, an online portal created to help parents and financial institutions educate the next generation of high net worth investors. Between 2004 and 2008, Amy helped spearhead two major financial services IPOs as CFO, including the spinout of Man Financial from Man Group and the historic transition of the NYSE to a public company in 2006.  Previously, she was a highly ranked Equity Research Analyst at Bear Stearns and Merrill Lynch covering the financial services industry.  

Amy currently serves on the Yale University Library Council and has served on the Boards of Accion International, Women’s Forum of New York, National Organization of Investment Professionals, Corporate Advisory Board of the New York City Ballet and YMCA of Greater New York. She was chosen as a World Economic Forum Young Global Leader and French American Young Leader. 

Amy received her MBA from Harvard and her BA from Yale University. She lives in New York City and is an active golfer and patron of the arts.

Jon Estes

Jon Estes


Jefferson National

Jon Estes is Director for Jefferson National, now operating as Nationwide’s advisory solutions business. Mr. Estes is responsible for strategic development. Prior to Jefferson National, he has held various roles for a non-profit organization based in Louisville, KY, a global non-profit organization in North Africa, and a Fortune 50 bank. Mr. Estes earned his B.A. in English Rhetoric and Philosophy from Texas A&M University. He serves in various leadership capacities within the community primarily engaging education, health, and adoption awareness.
Heather Holmes

Heather Holmes



Heather Holmes is CEO and founder of Genivity.com, an award-winning life-planning platform helping advisors deepen client relationships, generate referrals, and connect with the next generation.
After spending nearly a decade helping physicians and hospitals increase patient referrals and grow their practices, Heather knows what truly drives engagement, retention, and growth—and it’s not mastering the marketing flavor of the week. It’s how well you connect with the heart-beating people you’re trying to help and communicate your understanding of their greatest fears and dreams.
When a close relative was hospitalized in 2010 and nearly died, Heather realized if her family had known about the specific health threats he was vulnerable to, they might've been able to prevent his health crisis or at least have a plan in place. That crisis sparked Heather’s belief that creating relationships early with the key people in her parent’s financial lives was critical so the family would have a place to turn to for help.  
What's more, every family needs that. 
Heather founded Genivity to help advisors and their clients understand how the family’s health risks and overall wellness can impact a financial plan.  Helping advisors connect the dots between health risks, care costs and life goals, Genivity brings the family together in a multi-generational life-based plan. 
Prior to founding Genivity, Heather led global market development strategy for a multi-national medical device company. Working in India and China inspired her to explore ways to provide simple yet reliable health information and solutions that were fun and engaging for families. 
A tireless wanderer, Heather has lived, worked, and played across 6 of the 7 continents and is hoping to get to the final one, Antarctica, sometime in 2018.

Erica Keswin

Erica Keswin

Workplace Strategist

Erica Keswin is a workplace strategist who has worked for the past twenty years with some of the most iconic brands in the world as a consultant, speaker, writer and professional dot-connector. She helps top-of-the-class businesses, organizations and individuals improve their performance by honoring relationships in every context, always with an eye toward high-tech for human touch.

Erica is the Founder of the Spaghetti Project, a platform devoted to sharing the science and stories of human connections with global brands, community groups, teams and individuals. Inspired by a 2015 Cornell study showing that firemen who eat together are better at their jobs (they save more lives!), and as a hats-off to the firemen and their go-to firehouse meal, she calls her work the Spaghetti Project. Because left to our own devices, we’re just not connecting.

Erica received her MBA from the Kellogg Graduate School of Management at Northwestern University, a pioneer in teamwork and collaboration, and her BA from the University of Vermont.

Her forthcoming book, Bring Your Human to Work: Ten Sure-Fire Ways to Design a Workplace That is Good for People, Great for Business, and Just Might Change the World, will be published by McGraw Hill in the Fall of 2018. 

David Marcus

David Marcus

Co-Founder, CEO, CIO

Evermore Global Advisors

David E. Marcus is Co-Founder, Chief Executive Officer and Chief Investment Officer of Evermore Global Advisors, LLC. He co-founded the firm in 2009. David is portfolio manager of the Evermore Global Value Fund and our separate account portfolios. 

Beginning his career in 1988 at Mutual Series Fund, where he was mentored by renowned value investor Michael Price, David rose to manage the Mutual European Fund and co-manage the Mutual Shares and Mutual Discovery Funds, representing over $14 billion in assets. He also served as director of European investments for Franklin Mutual Advisers, LLC. 

In 2000, David founded Marcstone Capital Management, LP, a long-short Europe-focused equity manager, largely funded by Swedish financier Jan Stenbeck. After Mr. Stenbeck passed away in 2002, Mr. Marcus closed Marcstone, co-founded a family office for the Stenbeck family, and advised on the restructuring of a number of the public and private companies the family controlled. 

David later founded and served as Managing Partner of MarCap Investors LP, which was seeded by Dan Stern of Reservoir Capital. At MarCap, Mr. Marcus managed a European small cap special situations fund from 2004 to 2009. At MarCap, David took large positions in small- and mid-cap companies, and, in a number of situations, took board seats to help set strategy and guide restructuring efforts. 

David graduated from Northeastern University in 1988 with a B.S. in Business Administration and a concentration in Finance.

Jon Najarian

Jon Najarian

Co-Founder at Investitute.com

Jon ‘DRJ’ Najarian was linebacker for the Chicago Bears before he turned to another kind of contact sport – trading on the Chicago Board Options Exchange.

He became a member of the CBOE, NYSE, CME and CBOT and worked as a floor trader for some 25 years. In 1990 he founded Mercury Trading, a market-making firm at the Chicago Board Options Exchange (CBOE), which he sold in 2004 to Citadel, one of the world’s largest hedge funds. In 2005 Jon co-founded optionMONSTER and tradeMONSTER – both were acquired in 2014 by private equity firm General Atlantic Partners. Today, he is a professional investor, money manager and media analyst.

Jon has earned a reputation in the industry as an options trading expert and pioneer. He developed and patented trading applications and algorithms used to identify unusual activity in stock, options, and futures markets. optionMONSTER, the options news and education site he co-founded, was described by Securities Industry News as “content king of the options business”.  For years, tradeMONSTER was consistently rated “Best for Options Traders” by Barron’s and was the first online broker to deploy streaming, desktop-like trading in a web browser.

In 2016 Jon and Pete co-founded Najarian Advisors, a company advising institutional investors on options strategies. Also, the brothers invest in and work with start-ups via Rebellion Partners, a venture consulting firm they launched in 2015.

Jon can be seen weekly on CNBC, where he is cast member of the “Halftime Report” and the “Fast Money” show.  He is also the feature of the “DRJ Report” on CBOE-TV, the exchange’s popular webcast.

Marc Odo

Marc Odo

Director of Investment Solutions

Marc Odo, CFA®, CAIA®, CIPM®, CFP®, is responsible for helping clients and prospects gain a detailed understanding of Swan’s Defined Risk Strategy, including how it fits into an overall investment strategy. His responsibilities also include producing most of Swan’s thought leadership content.

Odo is a frequent speaker at industry conferences and was also a regular presenter at the Wharton School of Executive Education from 2006 to 2011.  As well as presenting, Odo has written numerous in-depth white papers, short-form pieces, and contributed to many articles in the financial press.

Prior to joining Swan, Odo was Director of Research for 11 years at Zephyr Associates, a leading provider of investment analysis software. He was responsible for developing next generation risk analytics. Previously he was a portfolio manager with Accessor Capital Management, a mutual fund company; and part of the investment analytics team at Pacific Portfolio Consulting, an RIA catering to high net worth individuals and ERISA plans. He graduated from the University of Washington in 1996.

Larry Pitkowsky

Larry Pitkowsky

Co-founder GoodHaven Capital Management

Larry Pitkowsky co-founded GoodHaven Capital Management (“GoodHaven”), a registered investment advisor providing investment management services to individuals, institutions, and other clients, including the GoodHaven Fund, an affiliated public, no-load, mutual fund. He is the Co-Managing Partner and Co-Portfolio Manager of GoodHaven along with Keith Trauner.  He is also President and Treasurer of the GoodHaven Funds Trust, which oversees the GoodHaven Fund. Prior to forming GoodHaven, Larry was affiliated with Fairholme Capital Management (“FCM”), and from 1999 through 2008, he held a variety of roles at FCM, including Analyst and Portfolio Manager. In addition, for most of the period from 2002 through 2007, he was a named Portfolio Manager of FCM's affiliated Fairholme Fund. In addition, Larry was also Vice-President of Fairholme Funds, Inc., the parent company of the Fairholme Fund, from March 2008 through January 2009.  Larry has more than 25 years of experience in securities research and portfolio management across a wide range of companies and industries.

Dave Pottruck

Dave Pottruck

Chairman of HighTower

David S. Pottruck is the Chairman of HighTower, a nationwide $40 billion wealth management firm that he helped to launch in 2008. Mr. Pottruck also serves on the Board of Directors of Intel Corporation, where he is a member of the Executive Committee and Chairman of the Compensation Committee.  Mr. Pottruck was formerly a Trustee of the University of Pennsylvania and the Chair of the San Francisco Committee on Jobs. 

Mr. Pottruck was the President and Chief Executive Officer of The Charles Schwab Corporation until 2004.  He joined the company in 1984 as Executive Vice President of Marketing and led its innovative direct response advertising campaigns. Under his marketing leadership from 1984 to 1987, when the company went public, Schwab's revenues tripled in size. 

Mr. Pottruck became Schwab’s President in 1992, co-CEO in 1998 and CEO in 2002. During this period Mr. Pottruck and Mr. Schwab partnered in the leading the company through an incredible period of sustained growth. During Mr. Pottruck’s entire tenure at Schwab, the company’s assets in custody grew from $5 billion to over $1 trillion and the equity value of Schwab grew from roughly $50 million to approximately $16 billion. 

During Mr. Pottruck’s leadership, Schwab refocused its business model entirely on the internet, a radically transformative move that drove the company’s explosive growth.  Schwab also led a reinvention of the no-load mutual fund industry with the introduction of the no-fee “mutual fund supermarket” concept and introduced the RIA servicing business; all these innovations are now cornerstones of the discount brokerage industry. 

Mr. Pottruck has received accolades and recognition from numerous organizations and publications. He has been named one of the “Top 15 CEOs” by Worth; “CEO of the Year” by Information Week; “Executive of the Year” by the San Francisco Business Times; and “CEO of the Year” by Morningstar. Mr. Pottruck has been a frequent guest on CNBC and has been quoted, interviewed, and profiled by virtually every financial publication of note. He was named by Smart Money as one of the three most influential executives in the world of investing and by Institutional Investor as the number one most influential executive in the world of on line finance. 

Mr. Pottruck is the co-author with Terry Pearce of Clicks and Mortar: Passion Driven Growth in an Internet Driven World. Their book was translated into 6 languages and in May 2000 rose as high as Number 8 on the Wall Street Journal Business  Best Seller List , number 6 on Amazon.com (among all books), and number 7 in Germany. He also authored the New York Times best seller Stacking the Deck, How to Lead Breakthrough Change Against Any Odds in 2014 which was recently translated into Korean. 

In 1999 he was appointed by Congress and then-President Clinton to serve as one of 19 Commissioners on the Advisory Commission on Electronic Commerce, which was tasked with producing recommendations on electronic commerce and tax policy, arguably one of the most important policy initiatives of the information age. Mr. Pottruck was Alison asked to testify before Congress. 

Mr. Pottruck has taught and lectured on change leadership to thousands of executives from around the world. He has spoken to the senior executive teams from PWC, Deloitte, Intel, and AllState Insurance to name just a few. He is a Senior Fellow and adjunct faculty member at the Wharton School’s Center for Leadership and Change Management. In 2010 and again in 2012, he was Wharton San Francisco’s highest rated faculty member and received the school’s “Outstanding Teaching Award” for his class “Leading Breakthrough Change.” 

Mr. Pottruck graduated with a BA from the University of Pennsylvania and earned his MBA with honors from Wharton. A native of New York, Mr. Pottruck resides in San Francisco and Park City, Utah.  

Ari Rastegar

Ari Rastegar


With more than a decade of real estate investment experience, Ari Rastegar founded Rastegar Equity Partners with a unique “Investor First” approach based on a commitment to always serving his clients’ best interests. Having managed over $600 million in commercial real estate transactions for both World Class Capital Group and Chelsea Hotels, he is experienced in all facets of the industry, including acquisition, due diligence, asset management and disposition processes. Ari’s achievements have led to profiles in leading publications including the Wall Street Journal, Forbes and International Business Times. He is a graduate of Texas A&M University and St. Mary’s School of Law.

Bobbi Rebell

Bobbi Rebell


"How to Be a Financial Grownup: Proven Advice from High Achievers on How to Live Your Dreams and Have Financial Freedom”

Bobbi Rebell  is the author of the best-selling self-help/personal finance book  "How to Be a Financial Grownup: Proven Advice from High Achievers on How to Live Your Dreams and Have Financial Freedom”.  It combines unique personal financial stories from inspirational leaders with targeted specific actionable advice to help readers take charge of their money. Role Models include HighTower CEO Elliot Weissbluth, EntrepreneurTony Robbins, Shark Tank’s Kevin O’Leary, designer Cynthia Rowley, Mad Money’s Jim Cramer, actor and entrepreneur Drew Barrymore and and Ellevest CEO Sallie Krawcheck. "Financial Grownup" has been featured in the Tony Robbins blog, AARP Magazine, US News and World Report,   Oprah.com, The NYPost, Cosmopolitan, Redbook, Refinery 29, Business Insider, Well + Good,Yahoo Finance, HerMoney with Jean Chatzky, Jill on Money, So Money with Farnoosh Torabi and countless other media outlets.

She is also an award-winning TV anchor and personal finance columnist most recently at Thomson Reuters, the largest news organization in the world. Her business videos have been seen on hundreds of broadcast and online channels around the world, and her Reuters column on personal finance was syndicated to newspapers and websites worldwide. She was also previously a reporter at PBS (Nightly Business Report) and held various producer positions at CNN and CNBC. She is a graduate of the University of Pennsylvania and has a Certificate in Financial Planning from New York University. She lives in NYC with her husband, 3 kids and her morkie Waffles.

Anthony Scaramucci

Anthony Scaramucci

Founder, SkyBridge Capital

Anthony Scaramucci is the Founder of SkyBridge Capital, a global investment firm with $11.8 billion in assets under management and advisement as of January 31, 2017. Prior to founding SkyBridge in 2005, he co-founded investment partnership Oscar Capital Management, which was sold to Neuberger Berman in 2001. Earlier, he was a vice president in Private Wealth Management at Goldman Sachs. 

In November 2016, he was named to President-elect Trump's 16-person Presidential Transition Team Executive Committee. 

Mr. Scaramucci is a regular contributor on various news outlets and is the former host of "Wall Street Week." He is a bestselling author and has written three books: Hopping over the Rabbit Hole: How Entrepreneurs Turn Failure into Success, The Little Book of Hedge Funds and Goodbye Gordon Gekko. 

In 2016, Mr. Scaramucci was ranked #85 in Worth Magazine's Power 100: The 100 Most Powerful People in Global Finance. In 2011, he received Ernst & Young's Entrepreneur Of The Year - New York Award in the Financial Services category. 

Mr. Scaramucci, a native of Long Island, New York, holds a B.A. in Economics from Tufts University and a J.D. from Harvard Law School.

David Siegel

David Siegel

CEO of Investopedia

David Siegel is a digital media executive with over 18 years of experience leading organizations through innovative product development, rapid revenue growth and traffic acceleration. He is currently the CEO of Investopedia, the largest finance and investing education site, which currently reaches over 20 Million monthly unique visitors. He most recently served as President, Seeking Alpha, a crowdsourced investment research business with over 4 Million registered users. There, he oversaw all U.S.-based functions - sales, marketing, product and business development. Under his leadership, digital media sales grew by 30% and subscription sales by over 300%.

Prior to Seeking Alpha, he served as the Senior Vice President and General Manager of Everyday Health’s Local Division, which connects consumers to health care professionals. Leading a large team, for the fastest growing division of the company, he built out specialty content sites, directories and marketing services for physicians, payers and hospitals.

David was previously the Senior Vice President, Strategy & Corporate Development for 1-800-Flowers.com, overseeing strategic planning, business and corporate development, marketing strategy, partnerships and analytics. Prior to that role, he served as GM, New Businesses at Duane Reade. David has worked as a strategy consultant for Deloitte Consulting and William M. Mercer and as the Director, Organizational Development for DoubleClick.

David holds a BA in Philosophy, Politics & Economics from the University of Pennsylvania and an MBA from The Wharton School of the University of Pennsylvania. David is also an Adjunct Professor at Columbia University and Pace University where he teaches courses in Strategic Planning & Entrepreneurship.

Joseph M. Terranova

Joseph M. Terranova

Senior Managing Director

Virtus Investment Partners

Joseph M. Terranova is a senior managing director for Virtus Investment Partners, an asset management firm with more than $80 billion under management and listed on the Nasdaq exchange under the ticker symbol VRTS.  

Terranova was elevated into that position in May 2014. He joined Phoenix Investment Partners – now named Virtus Investment Partners – in June 2008.  

In his current role, Terranova works with Virtus' investment management teams and the financial advisors who sell the company's investment products, providing insight into the domestic and global investing landscape for such asset classes as equities, commodities, fixed income and currencies.  

Prior to joining Virtus Investment Partners in 2008, Terranova spent 18 years at MBF Clearing Corp., rising to the position of Director of Trading for the company and its subsidiaries. In this capacity, he managed more than 300 traders and support staff for MBF, one of the New York Mercantile Exchange's largest firms. His work was highlighted as the feature story in the June 2004 issue of Futures magazine.  

Terranova is perhaps best known for his risk management skills, honed while overseeing MBF's proprietary trading operations during some of the most calamitous times for the U.S. markets, including the first Gulf War, the 1998 Asian Crisis, 9/11, and the collapse of Amaranth Advisors. During those times there was never a loss at MBF due to market anomalies. In fact, the firm continued to trade profitably and grows its business.  

In 2003, Terranova was one of the first Wall Street professionals to make an early call for higher energy, natural resource and commodity prices. In June 2008 he cautioned investors to move to the sidelines in commodities. During March 2009, he encouraged investors to ignore the global "embracement of pessimism" and overweight equities. 

Before joining MBF, Terranova held positions at both Swiss Banking Corp. and JP Morgan Securities. 

Mr. Terranova has been an ensemble member of the CNBC franchise since 2008. He also frequently contributes exclusively to CNBC's Squawk Box.   He is the author of “Buy High, Sell Higher” (Hachette, 2012), a book about the “new rules” of investing based on his years as a professional trader. 

With a strong commitment to charitable work, Terranova founded and fully funds the 501c.3 South Nassau Rock organization.  South Nassau Rock, Inc is a not-for-profit organization whose mission is to provide children who play travel baseball and travel hockey with the tools to develop the qualities of good sportsmanship, honesty, loyalty and a sense of teamwork so that they may become strong and well adjusted members of the community.

Terranova graduated from the Peter J. Tobin College of Business at St. John's University in 1988 with a B.S. in finance.

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