The 2007 Program

Featured Keynote Speakers
 
Jennifer Openshaw

What Every Money-Smart Woman Should Know

Janet Bodnar

 

Deputy Editor, 

Kiplinger’s Personal Finance magazine

 

Janet Bodnar, deputy editor of Kiplinger’s Personal Finance Magazine, writes about a wide range of topics on investing, money management and the economy. She is a nationally recognized expert in the field of children’s and family finances. Her latest book is Money Smart Women: Everything You Need to Know to Achieve a Lifetime of Financial Security.

 

Bodnar’s Money-Smart Kids column appears regularly in Kiplinger’s magazine and she is the kids and money coach on the AOL Coaches site. Her book, Raising Money Smart Kids, was a finalist in the personal finance category of the Books for a Better Life awards, honoring the best self-improvement books of 2005.

 

Bodnar has appeared on Oprah, Today, Good Morning America, The Early Show on CBS, Fox, CNN and PBS and has been quoted in publications ranging from The Wall Street Journal and Institutional Investor to Parents and Glamour.

 

  


Carrie Schwab Pomerantz

How to Keep Your Portfolio on Track:

A Conversation with PIMCO’s Paul McCulley

Consuelo Mack

 

Anchor and Managing Editor, 

Consuelo Mack WealthTrack

 

Consuelo Mack has a distinguished career in business journalism. In 2005, after moving from CNBC to public television, she created a new program: Consuelo Mack WealthTrack. This weekly half-hour show is devoted to long term investing in stocks, bonds, real estate, insurance, art and collectibles.

 

Before WealthTrack, she spent over a decade at The Wall Street Journal as the Anchor and Managing Editor of its weekly syndicated business program, The Wall Street Journal Report.

 

Mack played a critical role in CNBC’s strategic alliance with Dow Jones, and did a series of VIP interviews including Sir John Templeton, Vanguard’s Jack Bogle, PIMCO’s Bill Gross and Legg Mason’s Bill Miller. She also anchored Louis Rukeyser’s Wall Street on both CNBC and PBS.

 

 

 

Paul McCulley

 

Paul McCulley

Portfolio Manager, PIMCO and Author

 

Mr. McCulley is a Managing Director, generalist portfolio manager, member of the investment committee and head of PIMCO’s Short-Term Desk. He leads PIMCO’s Cyclical Economic Forum and is author of the monthly research publication Global Central Bank Focus. He also co-authored Your Financial Edge: How to Take the Curves in Shifting Financial Markets and Keep Your Portfolio on Track.

 

Mr. McCulley joined PIMCO in 1999, previously serving as Chief Economist for the Americas for UBS Warburg. He has 24 years of investment experience and holds a bachelor’s degree from Grinnell College and an MBA from Columbia University Graduate School of Business.


The 2007 break-out sessions are designed for various levels of financial experience: general interest, beginner, intermediate, or advanced are listed below.

9:45 - 10:45 p.m. 11:00 - 12:00 p.m. 2:00 - 3:00 p.m.      3:15 - 4:15 p.m.    
TRACK: BEGINNING TRACK: BEGINNING TRACK: WEALTH TRACK: ALL LEVELS
1A - Emerald Bay I 2A - Emerald Bay I 3A - Emerald Bay - 1 4A -Emerald Bay 1

A Beginners Walk Down Wall Street - Marji Adams, MBA

Director of BetterInvesting, OC Chapter 

9-Biggest Mistakes Women Make When Saving for Retirement  Pamela Adams, MBA

A.G. Edwards & Sons      

You’ve Made it This Far , What's Next? 

Tana Sherwood,

Crystal Cove Coaching              

Financial Makeover Success Stories -

Linda Barlow, CFP           President, Wealth Management          

1B - Emerald Bay II

TRACK: INTERMEDIATE

2B - Emerald Bay II

TRACK: INTERMEDIATE

3B - Emerald Bay II

TRACK: ALL LEVELS

4B  - Emerald Bay II

TRACK: ALL LEVELS

The Slow Death of Mutual Funds and the Rise of Exchange Traded Funds (ETFs)    

Tom Lydon,

Global Trends Investments             

How Socially Responsible Investing Can Empower Women Jeanine Perkins,

Regional VP, Calvert Group

Activities, Things & Dreams

Peter Wheeler, CLU, ChFC, CFP, CIMC

 President and Chief Executive Officer of Wheeler/Frost Associates

How to Choose a Financial Planner

Angela Grillo, CFP,

Compak Asset Management 

1C - Emerald Bay III

TRACK: HEALTH

2C- Emerald Bay III

TRACK: INT./ADV.

3C - Emerald Bay III

TRACK: HEALTH

4C-Emerald Bay IV

TRACK: ALL LEVELS

Looking at Popular Diets - Which One is Right for You? 

Suzanne Tang, ND, Lac,

Susan Samueli Center Integrative Medicine Clinic, UCI 

Successful Strategies for a Secure Retirement           

David C. Wright      

Sierra Investment Management

A Family Caregiver's Balancing Act        

Claudia Ellano,LCSW,

Orange Caregiver Resource Center              

Can the Goldilocks Economy Last? 

Radha Bhattacharya, PhD          
Professor, College of Business
and Economics, CSU Fullerton

1D - Balboa Bay I

TRACK:WEALTH

2D - Balboa Bay I

TRACK: WEALTH

3D  - Balboa Bay I

TRACK: HEALTH

4D - Balboa Bay 1

TRACK: WEALTH

International Investing: Emerging Markets

Vlad Milev,

Financial Analyst, Mezler/ Payden  

 

From Success to Signficance-Giving Back through Charitable Giving   

Nella Webster O'Grady,

Senior VP, First American Trust -                            

The Truth about Anti-Aging Foods and Diets:  The Scientific Evidence      Mahtab Jafari,

Ass't Professor, College of Health, UCI                             

Incorporating Charitable Giving into an Over-Booked Life
Kim Wright-Violich,

President
Schwab Charitable Trust

1E - Balboa Bay II

TRACK: ADVANCED

2E - Balboa Bay II

TRACK: HEALTH

3E - Balboa Bay II

TRACK: INTERMEDIATE

More Power toYou-- Strategies for the Active Investor

Toni Turner,

President, TrendStar Group, Inc.    

A Delicious SOYlution to Improve Your Health

Ari Babaknia, M.D.,

Dr. Soy        

Asset Allocation Strategies for Retirement - Are Lifecycle Funds for You?  

Jason Scharp

Financial Planning Manager

ICMA-RC

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If you have any questions, please contact us via phone or e-mail.

(949) 588-2429