Banco Popular de Puerto Rico

Konish a former managing editor of On Wall Street.

Glenn S. Freed, PhD, CPA, PFS, is a leading investment and tax expert in the investment management industry. Dr. Freed is the Chief Executive Officer of Vericimetry Advisors LLC, which intends to make the necessary filings to become an investment advisor registered with the Securities and Exchange Commission during 2011. Dr. Freed has 25 combined years of experience in investment management, tax and accounting research, education, and tax advising. He received a PhD from the Graduate School of Business at the University of Southern California and a BS in accounting from the University of Florida.

Burton A. Mitchell is the chairman of the Taxation, Trusts & Estates Department at Jeffer Mangels Butler & Mitchell LLP. A prominent tax and estate planning attorney in Los Angeles, Mitchell has been recognized in the Los Angeles Times Magazine as one of Southern California’s Best Lawyers in 2008, 2009 and 2010, and he was featured in the Los Angeles Business Journal's "Who's Who in LA Law–The Best of the Bar, the Standout Lawyer for Trusts and Estates." Mitchell’s law practice focuses on taxation, estate planning, trust law and administration, nonprofit entities, asset preservation, and tax-effective financial planning within the family.His relevant experience includes: estate planning, trust administration, probate and summary probate proceedings, estate tax returns, and related tax matters; litigation and resolution of disputes involving wills, trusts and other testamentary instruments; family gifting, partnerships, limited liability companies, children’s trusts and life insurance trusts; closely held corporations, including formation, mergers and acquisitions, liquidations, redemptions, workouts, and reorganizations; and formation of and counsel to private foundations and other nonprofit entities.Phone: (310) 201-3562

Guy E. Baker, CLU, ChFC, CFP, MSFS, MSM, RHU, CRWC, is the founder and Managing Director of Irvine, California-based BTA Advisory Group, a multi-disciplinary practice serving wealthy families and owners of closely held businesses.Each of BTA's sister organizations is managed by an experienced professional and partner. The services include The Stewardship Advisors, an estate and legacy planning consulting firm; BMI Consulting, a national management consulting firm specializing in the succession and compensation issues and problems facing closely-held businesses; Baker, Thomsen Associates, a compensation and benefits consulting firm; Baker Jensen Investment Advisors, a registered investment advisor; and BTA Advisory Group, an insurance and financial products marketing company.Guy's experience in the business planning and estate planning field is extensive. He has completed over 20 estate plans for families with a net worth in excess of $25 million in the last five years working with Tim Voorhees, a nationally known estate planning attorney. Guy helped found the National Association of Family Wealth Counselors and was a founding Board Member in The Stewardship Alliance -- a group of professionals dedicated to providing legacy and wealth planning to high net worth donors to Christian ministries. He completed the Professional Mentoring Program in 1999 and has lectured at various estate planning council meetings, spoken at many CLU Institutes and was featured on a several CLU Televideo Conferences.Guy holds a BS\/Economics in 1967 from Claremont McKenna College and an MBA\/Finance in 1968 from the University of Southern California. Guy earned his Chartered Life Underwriter (CLU) in 1972 and became a Chartered Financial Consultant 1981. He also holds a Master's degree in Financial Services (MSFS) and Master's in Management (MSM). In addition, Guy is a Certified Financial Planner (CFP), and a Registered Health Underwriter (RHU). He has also earned his Certified Family Wealth Counselor designation and Registered Investment Advisor.Guy earned Life and Qualifying membership in the Top of the Table (TOT) in 1977 and has qualified consistently ever since. A frequent writer and speaker, Guy has spoken to advisors in more than five countries. His most recent book is “Market Tune-up” a recounting of lessons he learned that helped him stay Top of the Table. In addition, Guy wrote "Investment Alchemy" a guide to stock market management. Other books by Guy include, "Why People Buy", "Baker's Dozen - 13 Principles for Financial Success", each with over 20,000 in print. His best sales idea is The Box, an easy to understand discussion about the fundamentals of life insurance, having distributed over 500,000 pieces throughout the financial services industry. In addition, he has developed several seminar packages to educate 401(k) investors plus an 8 cassette seminar training album called "Market Tune-up", to assist professional agents in their quest to increase productivity and re-engineer their practice.Phone: (949) 900-0099

Patricia Weinmann is the co-founder of Gabriel Communications. As stage director, coach and performer, Weinmann brings unique talent, expertise and perspective to communications training. She has built a training program for communication and presentation skills based on techniques used in the performing arts. With over 20 years of experience, she has trained performers at top conservatories and training programs in the United States and Europe. Through Gabriel Communications, she has trained senior executives in leading firms in the financial industry including Loomis Sayles, Lehman Brothers, Pensions & Investments, and Fidelity.