Tiburon sends invitations to its semi-annual CEO Summits exclusively to the C-level executives (and executive vice presidents) at its 300+ corporate clients.

Tiburon CEO Summit XV Attendee List

Tiburon is pleased to welcome the following 61 Tiburon CEO Summit XV confirmed attendees:

• Chip Roame (Managing Principal, Tiburon Strategic Advisors)
  
• Vijay Advani (Executive Vice President, Global Advisor Services, Franklin Templeton Investments, Franklin Resources)
  
• Gurinder Ahluwalia (President, Genworth Financial Asset Management, Genworth Financial)
  
• Tim Armour (Board Member, Janus Capital Group)
  
• Keith Banks (President, Global Wealth & Investment Management, Bank of America Corporation)
  
• Bill Barrett (CEO, Fiduciary Trust International of California, Fiduciary Trust International, Franklin Templeton Investments, Franklin Resources)
  
• Bruce Bond (CEO, Power Shares, Invesco)
  
• Alan Brown (Co-Head, Distribution, Nuveen Investments)
  
• Rich Brueckner (CEO, Pershing, The Bank of New York Mellon Corporation)
  
• Derek Bruton (CEO, LPL Affiliated Broker/Dealers, Independent Advisor Services, LPL Financial Services)
  
• Rich Byrd (Senior Executive Vice President, Wealth Management, Bank of the West, Banc West Corporation, BNP Paribas)
  
• Mike Byrum (President, Rydex Investments, Security Benefit Group)
  
• Frank Campanale (CEO, Advanced Equities Wealth Management, Advanced Equities Financial Corporation)
  
• Rich Cancro (Head, Product Development, Broker/Dealer & Investment Advisor Services, The Bear Stearns Companies)
  
• Amit Choudhury (Managing Principal, Pinnacle Partners)
  
• Dennis Clark (CEO, Advisor Partners)
  
• John Clendening (Executive Vice President, Solution Services Enterprise, The Charles Schwab Corporation)
  
• Ron Cordes (Chairman, Asset Mark Investment Services, Genworth Financial Asset Management, Genworth Financial)
  
• Steve Deschenes (Chief Marketing Officer, Retirement Income Group, Mass Mutual Financial Group)
  
• Jeffrey Dunham (CEO, Dunham & Associates Investment Counsel)
  
• Bryce Engel (Chief Brokerage Operations Officer, TD Ameritrade, TD Bank Financial Group)
  
• Marty Ferdous (President, E Pluribus, Open Finance Network)
  
• Ken Fisher (CEO, Fisher Investments)
  
• Mike Gianoni (Executive Vice President, Check Free Investment Services, Check Free Corporation, Fiserv)
  
• Craig Gordon (President, RBC Correspondent Services, RBC Wealth Management, Royal Bank of Canada)
  
• Steven Graubart (CEO, US Fiduciary)
  
• Keith Gregg (CEO, First Allied Securities, Advanced Equities Financial Corporation)
  
• Bill Hambrecht (CEO, WR Hambrecht + Company)
  
• Scott Hanson (CEO, Hanson McClain)
  
• Bill Harris (Chairman, My Vest Corporation & Personal Capital Corporation)
  
• Keith Hartstein (CEO, John Hancock Funds, John Hancock Financial Services, Manulife Financial)
  
• Mark Hurley (CEO, Fiduciary Network)
  
• Bryce James (CEO, Smart Portfolios)
  
• Alistair Jessiman (Managing Director, Private Wealth Management, Novantas)
  
• Anne Lam (Head, Shanghai Rep Office, Fidelity Investments Management (HK) Limited, Fidelity Investments)
  
• Stephen Langlois (Executive Vice President, Strategic Planning, LPL Financial Services)
  
• Pierre Lapomme (CEO, BNP Paribas Asset Management, BNP Paribas)
  
• Tom Lydon (President, Global Trends Investments)
  
• Scott MacKillop (President, Frontier Asset Management)
  
• Frank Maiorano (Head, RIA & Institutional Services, Nuveen Investments)
  
• Norm Malo (CEO, National Financial Services Corporation, Fidelity Investments)
  
• Joe Mansueto (CEO, Morningstar)
  
• Chuck McKenzie (CEO, OFI Institutional Investment Management, Oppenheimer Funds, Mass Mutual Financial Group)
  
• Lori Medlen (President, Financial Research Associates)
  
• Sandra Metraux (Executive Vice President, Marketing, National Financial Services Corporation, Fidelity Investments)
  
• Rick Pfeiffer (CEO, Consumer Finance Group, American International Group, (AIG))
  
• Don Phillips (Managing Director, Corporate Strategy, Research, & Communications, Morningstar)
  
• Don Putnam (Managing Partner, Grail Partners)
  
• Marty Ratner (Chief Financial Officer, Niemann Capital Management)
  
• Kris Robbins (CEO, Security Benefit Group)
  
• Tony Rochte (Senior Managing Director, Intermediary Business Group, State Street Global Advisors, State Street Corporation)
  
• Jim Ross (President, Intermediary Business State Street Global Advisors, State Street Corporation)
  
• Michael Sapir (CEO, ProFund Advisors)
  
• Paul Schaeffer (President, ReFlow, Sutton Investments)
  
• Skip Schweiss (Chief Operating Officer, TD Ameritrade Trust Company, TD Ameritrade, TD Bank Financial Group)
  
• Anne Steer (Executive Vice President, Relationship Management, National Financial Services Corporation, Fidelity Investments)
  
• Dan Streetman (Chief Operations Officer, Hanson McClain)
  
• Mark Tibergien (CEO, Pershing Advisor Solutions, Pershing, The Bank of New York Mellon Corporation)
  
• Tracey Warson (Head, Western Region, US Trust Corporation, Bank of America Corporation)
  
• Elliot Weissbluth (CEO, High Tower Advisors)
  
• Dan Young (CEO, NFP Securities, National Financial Partners)
  

Tiburon CEO Summit XV Invitee List

Invitations to Tiburon CEO Summit XV are being sent to almost 2,000 senior executives at Tiburon's 300+ corporate clients. The invitee list includes:

• Chip Roame (Managing Principal, Tiburon Strategic Advisors)
  
• Jean-Raymond Abat (CEO, Mediterranean, Axa Group)
  
• Bob Abbott (General Partner, Norwest Venture Partners, Wells Fargo Corporation)
• Gaby Abdelnour (CEO, Asia Pacific Operations, JP Morgan Chase)
  
• Ghassan Abdul-Karim (CEO, Middle East & North Africa Region, JP Morgan Chase)
  
• Paul Abecassis (Chairman, European Investment Banking, The Bear Stearns Companies)
  
• Anthony Abenante (Co-CEO, Instinet, Nomura Holdings)
  
• Wayne Abernathy (Executive Director, Financial Institutions Policy & Regulatory Affairs, American Bankers Association)
  
• Yves-Claude Abescat (Head, Mid Caps, Investment Banking, Societe Generale)
  
• Bruce Abrams (CEO, AIG Annuity, Insurance Company, American International Group, (AIG))
  
• Arnaud Achour (Head, Americas, Capital Markets, SG Corporate & Investment Banking, Societe Generale)
  
• Marv Adams (President, Fidelity Shared Services, Fidelity Investments)
  
• Douglas Adamson (Executive Director, American Bankers Association)
  
• Vijay Advani (Executive Vice President, Global Advisor Services, Franklin Templeton Investments, Franklin Resources)
  
• Richard Agar (Chief Information Officer, H&R Block)
  
• Marcus Agius (Group Chairman Designate, Barclays)
  
• Greg Ahern (Chief Public Communications Officer, Investment Company Institute)
  
• Gurinder Ahluwalia (President, Genworth Financial Asset Management, Genworth Financial)
  
• Usman Ahmed (CEO, Citi Islamic Investment Bank & Global Islamic Investment Banking, Citigroup)
• Christopher Aitken (Financial Advisor, Smith Barney, Citigroup)
  
• Yoshitaka Akamatsu (Chief Operating Officer, Nikko Asset Management, Nikko Cordial Corporation, Citigroup)
• Mark Alexander (Head, Global Operations & Services, Merrill Lynch)
  
• John Allison (CEO, BB&T Corporation)
  
• Dee Allsop (Group President, US Solutions Research Group, Harris Interactive)
  
• Steele Alphin (Chief Administrative Officer, Bank of America Corporation)
  
• Mohammad Al-Tuwaijri (Senior Country Officer, Saudi Arabia, JP Morgan Chase)
  
• Philippe Altuzarra (Head, French Investment Banking, Goldman Sachs Group)
  
• John Amboian (CEO, Nuveen Investments)
  
• Bruce Anderson (President, First Republic Trust Company, First Republic Bank, Merrill Lynch)
  
• Steve Anderson (President, Waterstone Financial Group, LPL Financial Services)
• Susan Anderson (CEO, ING Trust, ING Financial Partners, ING Advisors Network, ING Americas, ING Group)
  
• Tom Anderson (President, BW Insurance Agency, BNP Paribas)
• Nick Andrews (Head, Asia & Emerging Markets Equities Business, JP Morgan Chase)
  
• Dan Andriola (Chief Financial Officer, Institutional Solutions Group, US Wealth Management Division, The Hartford Financial Services Group, The Hartford)
• Andrea Angelone (Head, Global Derivatives Financing, Investment Banking, JP Morgan Chase)
  
• Mark Anson (President, Investment Services, Nuveen Investments)
• Dean Anthanasia (Head, Premier Banking & Investments Unit, Global Wealth & Investment Management, Bank of America Corporation)
  
• Joseph Antonellis (Vice Chairman, Investment Servicing North America, State Street Corporation)
  
• Adam Antoniades (CEO, Advanced Equities Financial Corporation)
  
• Shirish Apte (CEO, Europe, Central & Eastern Europe, Middle East, & Africa, Corporate & Investment Banking, Citigroup)
  
• Noel Archard (Head, Product Development, US iShares Business, Barclays Global Investors, Barclays)
  
• Haluk Ariturk (Executive Vice President, Unifi Mutual Holding Company)
  
• Bodil Arlander (Senior Managing Director, Bear Stearns Merchant Banking, The Bear Stearns Companies)
  
• Tim Armour (President, Capital Research & Management, Capital Group Companies)
  
• Tim Armour (Board Member, Janus Capital Group)
  
• Michael Armstrong (Global Head, Private Wealth Management, Morgan Stanley)
  
• Chris Armstrong (Executive Vice President, Private Client Group, TD Ameritrade, TD Bank Financial Group)
  
• Jeff Armstrong (Deputy Head, Corporate & Investment Banking, Wachovia Corporation)
  
• Bill Arnold (Chief Financial Officer, Citigroup Alternative Investments, Citigroup)
  
• Anne Arvia (President, Nationwide Financial Services, Nationwide)
  
• Jai Arya (Head, Asia, Client Management, The Bank of New York Mellon Corporation)
  
• Vik Atal (CEO, Citi Cards, Global Consumer Group, Citigroup)
  
• Howard Atkins (Chief Financial Officer, Wells Fargo Corporation)
  
• Damian Atkinson (Chief Information Officer, Wholesale Banking, ING United Kingdom, ING Group)
  
• Tremaine Atkinson (President, LSV Asset Management, SEI Investments)
  
• Neal Aton (CEO, Wells Fargo Insurance, Wells Fargo Corporation)
• Andrew Au (CEO, China, Citigroup)
  
• Marie Augsberger (Chief Operating Officer, Retirement Services Division, Mass Mutual Financial Group)
  
• Katherine August-DeWilde (Chief Operating Officer, First Republic Bank, Merrill Lynch)
  
• Eric Augustyn (Head, Derivatives Trading, Wachovia Securities, Wachovia Corporation)
  
• Thierry Aulagnon (CEO, Global Investment Banking Division, Europe, Societe Generale)
  
• Dick Averitt (CEO, Raymond James Financial Services, Raymond James)
  
• George Awad (Head, Europe, Middle East, & Africa, Consumer Banking, Citibank, Citigroup)
  
• Ramani Ayer (CEO, The Hartford)
  
• Dwight Badger (CEO, Advanced Equities Financial Corporation)
• Robert Badolato (Chief Financial Officer, Loring Ward)
• Andrew Baehr (Head, Institutional Long-Only Sales, BNP Paribas)
• Bob Bagby (Chairman, Wachovia Securities, Wachovia Corporation)
  
• Robert Bahash (Chief Financial Officer, The McGraw Hill Companies)
  
• John Bahnken (President, Products Group, Global Wealth & Investment Management, Bank of America Corporation)
• Steve Bailey (Senior Managing Director, Loan Administration, Countrywide Financial Corporation, Bank of America Corporation)
• Charles Baillie (Co-Head, Private Equity Group, Goldman Sachs Asset Management, Goldman Sachs Group)
• Martin Baily (Senior Advisor, McKinsey Global Institute, McKinsey & Company)
  
• Peter Bain (Senior Executive Vice President, US Asset Management, Legg Mason)
  
• Theresa Bain (Executive Vice President, Operations, Trust Company of America)
  
• Suneel Bakhshi (Executive Vice President, Emerging Markets Corporate Bank, Corporate & Investment Bank, Citigroup)
  
• Greg Bakke (Chief Information Officer, Trust Company of America)
  
• Chuck Baldiswieler (Group Managing Director, TCW Advisor Group & Private Client Services, Trust Company of the West, (TCW), Societe Generale)
  
• Lowry Baldwin (Founding Partner, Baldwin Connelly, Wachovia Corporation)
  
• Paul Baldwin (Chief Operating Officer, American E&S Unit, Wells Fargo Insurance Services, Wells Fargo Corporation)
  
• Debbie Ball (Executive Vice President, Wholesale Internet Solutions, Wells Fargo Corporation)
  
• Andy Ballard (Managing Director, Hellman & Friedman)
  
• Norm Balthasar (Chief Operating Officer, Fiserv)
  
• Stephen Ban (Chief Marketing Officer, Nuveen Investments)
• Derek Bandeen (Head, Global Equities Trading, Citigroup)
  
• Ajay Banga (CEO, Global Consumer Group International, Citigroup)
  
• Keith Banks (President, Global Wealth & Investment Management, Bank of America Corporation)
  
• Francois Barbe (Global Head, Sales & Marketing Department, SG Private Banking, Societe Generale)
  
• Matt Barger (Managing Director, Hellman & Friedman)
  
• Jim Barnash (Executive Vice President, Financial Planning, Ameriprise Financial)
  
• Bill Barrett (CEO, Fiduciary Trust International of California, Fiduciary Trust International, Franklin Templeton Investments, Franklin Resources)
  
• Bob Barrett (Venture Partner, FT Ventures)
• David Barrett (Head, Hedge Fund Strategic Consulting, Morgan Stanley)
  
• Jim Barrett (Senior Managing Director, Sales, Bear Stearns Asset Management, The Bear Stearns Companies)
  
• John Barrett (CEO, Barrett Associates, Legg Mason)
• John Barrett (Financial Advisor, Merrill Lynch)
  
• Paul Barrett (Head, Mutual Fund Distribution, Colonial First State Bank, Commonwealth Bank)
  
• Tim Barron (CEO, Rogers Casey)
  
• Chris Bartlett (Head, Equity Sales & Trading, Wachovia Securities, Wachovia Corporation)
  
• Rick Bartlett (Head, Equities, Americas, Citigroup)
  
• Dominic Barton (Chairman, Asia Pacific, McKinsey & Company)
  
• Gregory Barton (Managing Director, Advice, Brokerage, & Retirement Services, Vanguard Group)
  
• Howard Bascom (Head, Global Trade Services Division, The Bank of New York Mellon Corporation)
  
• Stephen Bash (Executive Vice President, Wells Fargo Corporation)
  
• Paul Bateman (Chairman, Asset Management, JP Morgan Chase)
  
• Tony Batman (CEO, 1st Global Capital Corporation)
  
• Jon Baum (CEO, The Dreyfus Corporation, The Bank of New York Mellon Corporation)
  
• Louis Bazire (Territory Head, Brazil, BNP Paribas)
  
• Maliz Beams (Executive Vice President, Individual Client Services, TIAA-CREF)
• Daemon Bear (Head, Dealing, JP Morgan Asset Management, JP Morgan Chase)
  
• Claude Bebear (Chairman, Supervisory Board, Axa Group)
  
• Bill Beckmann (President, Citi Mortgage, Citigroup)
  
• Steven Begleiter (Head, Corporate Strategy, The Bear Stearns Companies)
• Eric Beinhocker (Senior Fellow, McKinsey Global Institute, McKinsey & Company)
  
• George Bell (Chairman, Harris Interactive)
  
• Mike Bell (Executive Vice President, Life Insurance Division, Pacific Life Insurance Company, Pacific Mutual Holding Company)
  
• Michael Bell (CEO, Curian Capital, Jackson National Life Insurance Company, The Prudential)
  
• Lori Belza (Chief Operating Officer, Private Client Group, Wachovia Securities, Wachovia Corporation)
  
• Alan Bennett (Interim CEO, H&R Block)
  
• Jonathan Bennett (Executive Vice President, Property & Casualty Business, The Hartford)
  
• Steven Bensinger (Chief Financial Officer, American International Group (AIG))
  
• Mark Benson (Chief Operating Officer, Retirement & Global Wealth & Investment Management Client Solutions Group, Bank of America Corporation)
  
• Richard Benson-Armer (Chief Strategy Officer, Thomson Reuters)
  
• Paul Berenson (Chief Marketing Officer, Thomson Transaction Services, Thomson Financial, Thomson Reuters)
  
• Paul Bergholm (Chief Financial Officer, My Vest Corporation & Personal Capital Corporation)
  
• Jud Bergman (CEO, Envestnet Asset Management)
  
• Rosemary Berkery (Vice Chairman, Merrill Lynch)
  
• Walter Berman (Chief Financial Officer, Ameriprise Financial)
  
• Ed Bernard (Vice Chairman, T. Rowe Price Group)
  
• Brad Bernstein (Partner, FT Ventures)
  
• Torry Berntsen (Senior Executive Vice President, Global Client Management, The Bank of New York Mellon Corporation)
• Fred Berretta (Head, Global Institutional Sales, Columbia Funds, Bank of America Corporation)
  
• Cathy Bessant (President, Global Product Solutions Division, Bank of America Corporation)
• Bill Best (Senior Managing Director, Global Hedge Fund Sales, Bear Stearns Asset Management, The Bear Stearns Companies)
  
• Philip Best (Chief Risk Officer, Threadneedle Investments, Ameriprise Financial)
• Tony Best (Head, Sales, Investment Banking, JP Morgan Chase)
  
• Kurt Betcher (Chief Financial Officer, Norwest Venture Partners, Wells Fargo Corporation)
• Alexandre Bettamio (Head, Brazil, Investment Banking, Merrill Lynch)
  
• Walt Bettinger (President, The Charles Schwab Corporation)
  
• Robert Beyer (CEO, Trust Company of the West, (TCW), Societe Generale)
  
• Jessica Bibliowicz (CEO, National Financial Partners)
  
• Mark Biderman (Chief Financial Officer, National Financial Partners)
• Andrew Bielanski (Chief Marketing Officer, Countrywide Financial Corporation, Bank of America Corporation)
• Mena Bielow (Chief Financial Officer, Evensky & Katz, Fiduciary Network)
• Hamid Biglari (Chief Operating Officer, Citi Markets & Banking, Citigroup)
  
• Andrew Bird (CEO, Australia & New Zealand, Morningstar)
• Shawn Bird (Chief Technology Officer, Smart Portfolios)
• Stephen Bird (CEO, Citi Asia Pacific, Global Consumer Group, Citigroup)
• Brian Birmingham (Chief Marketing Officer, Corporate Markets, Axa Financial, Axa Group)
  
• Win Bischoff (Chairman, Citigroup)
  
• JP Bisnaire (Senior Executive Vice President, Business Development, Manulife Financial)
  
• Bob Bissell (President, Wells Capital Management, Wells Fargo Corporation)
• Brian Bissaker (Head, Colonial First State, Commonwealth Bank)
  
• Michael Bitterly (Head, Black Rock Merrill Lynch Private Client Business, Merrill Lynch)
• Margaret Black (Vice Chairman, National Sales, Global Wealth Management Group, Morgan Stanley)
• Steve Black (Co-Head, Investment Banking, JP Morgan Chase)
  
• Tony Blair (Advisor, JP Morgan Chase)
  
• Patrice Blanc (CEO, Newedge, Societe Generale)
  
• Robert Blanding (CEO, Loomis, Sayles, & Company, Natixis Global Associates, Natixis, Banque Populaire Group & Caisse D’Epargne Group)
  
• Lloyd Blankfein (CEO, Goldman Sachs Group)
  
• Alan Blenner (Chief Credit Officer, Wells Fargo Financial, Wells Fargo Corporation)
  
• Wayne Bloom (Principal, Wealth Management, Commonwealth Financial Network)
• William-Kay Blount (Financial Advisor, UBS Financial Services, UBS)
  
• Gus Blumberg (Publisher, ABA Banking Journal, American Bankers Association)
  
• Eric Bodner (Financial Advisor, UBS Financial Services, UBS)
  
• Steve Bodurtha (Vice Chairman, Global Wealth Management, Merrill Lynch)
  
• Steve Boehm (President, Consumer & Small Business Payments Business, Wachovia Corporation)
• Stu Bohart (Head, Alternative Investments, Investment Management, Morgan Stanley)
  
• Jenny Bolt (Executive Vice President, Operations & Technology, Franklin Templeton Investments, Franklin Resources)
  
• Bruce Bond (CEO, Power Shares, Invesco)
  
• Craig Bondy (Principal, GTCR Golder Rauner)
  
• Nick Bonn (Executive Vice President, State Street Corporation)
  
• Jean-Laurent Bonnafe (Executive Vice President, French Retail Banking, BNP Paribas)
  
• Catherine Bonneau (President, Prime Vest Financial Services, ING Advisors Network, ING Americas, ING Group)
  
• Steve Booysen (CEO, Absa & Sub-Saharan Africa, Barclays)
  
• Pascal Boris (Territory Head, Switzerland, BNP Paribas)
  
• Chris Boruff (President, Advisor Business, Morningstar)
  
• Joel Bosch (Executive Vice President, Direct Banking, Countrywide Financial Corporation, Bank of America Corporation)
  
• Daniel Bouton (CEO, Societe Generale)
  
• Bobby Bowers (Chief Financial Officer, Wells Real Estate Funds)
• Alan Boyce (Senior Managing Director, Investment Strategy, Countrywide Financial Corporation, Bank of America Corporation)
• Kathy Box (Executive Vice President, Professional Development, Texas Bankers Association, American Bankers Association)
  
• Brian Boyden (Executive Vice President, State Farm)
  
• Eric BoyerDeLaGiroday (Executive Vice President, Wholesale Banking, ING Group)
  
• Greg Boyko (Executive Vice President, International Division, The Hartford)
  
• Stephen Boyle (Chief Financial Officer, TD Banknorth, TD Bank Financial Group)
  
• Tom Bradley (President, TD Ameritrade Institutional Services, TD Ameritrade, TD Bank Financial Group)
  
• Jason Brand (President, Pacific Rim, Merrill Lynch)
  
• Richard Breeden (Chairman, H&R Block)
  
• John Bremer (Chief Operating Officer, Northwestern Mutual)
  
• John Brennan (CEO, The Vanguard Group)
  
• Richard Bressler (Head, Strategic Resources Group, Thomas Lee Partners, Putnam Investments, Power Corporation of Canada)
  
• Murray Brewer (Country Head, Australia & New Zealand, T. Rowe Price Group)
  
• Ben Brigeman (Executive Vice President, Schwab Investor Services, The Charles Schwab Corporation)
  
• Peter Briger (President, Fortress Investment Group, Nomura Holdings)
  
• Brian Brille (Co-CEO, Bank of America Securities, Bank of America Corporation)
  
• Dave Brink (Chairman, Absa, Barclays)
  
• Jim Brinkley (Vice Chairman, Legg Mason)
• Shane Brisbin (Financial Advisor, Smith Barney, Citigroup)
  
• Tom Brittelle (Chief Information Officer, Wells Real Estate Funds)
  
• Butch Britton (CEO, ING Life Business Group, ING Group)
  
• Greg Bronstein (Executive Vice President, Wells Fargo Corporation)
  
• Bob Brooks (Group Treasurer, Scotia Bank)
  
• Tol Broome (President, Commercial Finance, BB&T Corporation)
  
• Kurt Brouwer (CEO, Brouwer & Janachowski)
  
• Alan Brown (Co-Head, Distribution, Nuveen Investments)
  
• Dan Brown (Executive Vice President, Sales & Distribution, Property & Casualty Insurance Operations, The Hartford Financial Services Group, The Hartford)
  
• Marc Brown (Executive Vice President, State Street Global Advisors, State Street Corporation)
  
• Richard Brown (Co-Chairman, American Century Investments, JP Morgan Chase)
  
• Ricky Brown (Senior Executive Vice President, Banking Network, BB&T Corporation)
  
• Rory Brown (CEO, Lydian Trust Company)
  
• Valerie Brown (Executive Vice President, ING Wealth Management & Annuities, ING Americas, ING Group)
  
• Willie Brown (Executive Vice President, State Farm)
  
• Candace Browning (President, Global Research, Merrill Lynch)
  
• Maitland Bruce (Head, Structured Finance & European Fixed Income, Wachovia Securities, Wachovia Corporation)
  
• Rich Brueckner (CEO, Pershing, The Bank of New York Mellon Corporation)
  
• Derek Bruton (CEO, LPL Affiliated Broker/Dealers, Independent Advisor Services, LPL Financial Services)
  
• Lowell Bryan (Director, McKinsey & Company)
  
• Michael Bryson (Chief Financial Officer, The Bank of New York Mellon Corporation)
  
• Joseph Buckelew (President, Commerce Bank Shore, Commerce Bancorp, TD Bank Financial Group)
  
• Tim Buckley (Managing Director, Retail Investor Group, The Vanguard Group)
• David Bugen (Founding Principal, Regent Atlantic Capital, Fiduciary Network)
  
• Jon Bull (President, Starbuck, Tisdale, & Associates, First Republic Bank, Merrill Lynch)
  
• Dave Bullock (CEO, ING Funds Distributor, ING Investment Management, ING Americas, ING Group)
  
• John Bunch (President, Retail Sales, TD Ameritrade, TD Bank Financial Group)
  
• Loretta Burd (Chairman, CUNA Mutual Group)
  
• Glynn Burger (Group Risk & Finance Director, Investec)
  
• Tom Burke (Head, European Principal Finance, Wachovia Securities, Wachovia Corporation)
  
• Steve Burnett (President, Hanson McClain)
• Rich Bursek (Chief Operating Officer, Lydian Bank & Trust, Lydian Trust Company)
  
• Robert Burton (President, E*Trade Bank, E*Trade Financial)
  
• Dewey Bushaw (Chief Marketing Officer, Annuities & Mutual Funds Division, Pacific Life Insurance Company, Pacific Mutual Holding Company)
  
• Rich Byrd (Senior Executive Vice President, Wealth Management, Bank of the West, Banc West Corporation, BNP Paribas)
  
• Mike Byrum (President, Rydex Investments, Security Benefit Group)
  
• Eric Byunn (Partner, FT Ventures)
  
• Antonio Cacorino (Co-Head, Capital Markets Distribution, Citigroup)
  
• Lilian Caliman (Chief Financial Officer, AIG Retirement Services, American International Group)
  
• Nicholas Calio (Chief Public Affairs & Communications Officer, Citigroup)
  
• Don Callahan (Chief Administrative Officer, Citigroup)
  
• Jack Callahan (President, Institutional Wealth Services, Fidelity Investments)
  
• David Cameron (CEO, Boston Company Asset Management, The Bank of New York Mellon Corporation)
• Michael Cameron (Head, Retail Banking Services, Commonwealth Bank)
  
• John Cammack (Head, Third-Party Distribution, T. Rowe Price Group)
• Frank Campanale (CEO, Advanced Equities Wealth Management, Advanced Equities Financial Corporation)
• James Campion (Head, Distribution, Threadneedlw, Ameriprise Financial)
• Rich Cancro (Head, Product Development, Broker/Dealer & Investment Advisor Services, The Bear Stearns Companies)
  
• Philip Canfield (Principal, GTCR Golder Rauner)
  
• Nick Cann (CEO, Institute of Financial Planning)
  
• Jim Cannon (President, AIG Financial Advisors & American General Securities, American International Group, (AIG))
  
• Marcia Cantor-Grable (President, Mortgage Insurance, Europe, Genworth Financial)
  
• Sal Capizzi (Chief Sales & Marketing Officer, Dunham & Associates Investment Counsel)
  
• Lisa Caputo-Monts (Chief Marketing, Advertising, & Community Relations Officer, Global Consumer Group, Citigroup)
  
• Vin Caraher (CEO, Thomson Scientific, Thomson Reuters)
  
• Paul Carbone (Managing Partner, Baird Capital Partners & Baird Venture Partners, RW Baird & Company)
  
• Rich Carbone (Chief Financial Officer, Prudential Financial)
  
• Peter Cardinal (Executive Vice President, Latin America, Scotia Bank)
  
• Charles Cardona (President, The Dreyfus Corporation, The Bank of New York Mellon Corporation)
  
• Gustav Carlson (Chief Marketing & Communications Officer, Thomson Reuters)
  
• Julien Carmona (Executive Vice President, Finance & Group Risk Management, Caisse D’Epargne Group)
  
• Jeff Carney (President, Retirement & Global Wealth & Investment Management Client Solutions Group, Bank of America Corporation)
  
• David Carothers (President, Integrita Risk Services, Baldwin Connelly, Wachovia Corporation)
  
• Gary Carrai (Senior Managing Director, Consulting & Sales, Fortigent, Lydian Trust Company)
  
• Dominique Carrel-Billiard (CEO, Axa Investment Management, Axa Group)
  
• David Carroll (President, Capital Management Group, Wachovia Corporation)
  
• Bob Carter (President, NFP Insurance Services, National Financial Partners)
  
• Mark Casady (CEO, LPL Financial Services)
  
• Dick Cashin (Executive Vice President, Private Equity, JP Morgan Chase)
  
• Bob Cassato (President, Wood Logan, John Hancock Financial Services, Manulife Financial)
  
• Eva Castillo (Head, Europe, Middle East, & Africa Region, Global Wealth Management, Merrill Lynch)
  
• Carmen Castro-Franceschi (Executive Managing Director, San Francisco, First Republic Bank, Merrill Lynch)
  
• Michael Cavanagh (Chief Financial Officer, JP Morgan Chase)
  
• Tim Caverly (Executive Vice President, State Street Corporation)
  
• Jimmy Cayne (Chairman, The Bear Stearns Companies)
  
• Kevin Cayo (Head, Security Risk Assessments & Global Information Security, Barclays Capital, Barclays)
  
• Alberta Cefis (Executive Vice President, Global Transaction Banking, Scotia Bank)
  
• Art Certosimo (Executive Vice President, Broker/Dealer & Alternative Investment Services, The Bank of New York Mellon Corporation)
  
• Anuranta Chadha (Head, India, Citi Private Bank &, Citi Smith Barney, Citigroup)
  
• Tracey Chaffin (Partner, Wachovia Capital Partners, Wachovia Corporation)
  
• Jerry Chafkin (President, Alfa Simplex Group, Natixis Global Asset Management Alternatives Group, Natixis, Banque Populaire Group & Caisse D’Epargne Group)
  
• Yannick Chagnon (Head, SG Payment Services, Societe Generale)
  
• Nelson Chai (Chief Financial Officer, Merrill Lynch)
  
• Kendall Chalk (Chief Credit Officer, BB&T Corporation)
• Richard Chambers (Head, Marketing, JP Morgan Funds Management, JP Morgan Asset Management, JP Morgan Chase)
  
• Walid Chammah (Co-President, Morgan Stanley)
  
• Iris Chan (Executive Vice President, Commercial Banking Group, Wells Fargo Corporation)
  
• Gloria Chance (Chief eCommerce Executive, Wachovia Corporation)
  
• Mark Chancy (Chief Financial Officer, Sun Trust)
  
• John Chandler (Chief Marketing Officer, US Insurance Group, Mass Mutual Financial Group)
• KB Chandrasekar (Senior Advisor, Asia Pacific, McKinsey & Company)
  
• Lily Chang (Chief Technology Officer, Advent Software)
  
• Sam Chapin (Vice Chairman, Executive Client Coverage Group, Merrill Lynch)
  
• Jared Chase (Senior Managing Director, State Street Global Advisors, State Street Corporation)
• Sebastien Chatel (Co-Head, Latin America Equity, Capital Markets Group, Merrill Lynch)
  
• Sanjoy Chatterjee (Chief Technology Officer, Rogers Casey)
  
• Peng Chen (President, Ibbotson Associates, Morningstar)
  
• John Chirico (Head, US Equity Capital Markets, Citigroup)
  
• Georges ChodronDeCourcel (Chief Operating Officer, BNP Paribas)
  
• Hye-Won Choi (Head, Corporate Goverance, TIAA-CREF)
  
• Amit Choudhury (Managing Principal, Pinnacle Partners)
  
• Joseph Chow (Executive Vice President, State Street Corporation)
  
• Kent Christian (President, Independent Brokerage, Wachovia Securities, Wachovia Corporation)
  
• Wei Christianson (CEO, China, Morgan Stanley)
  
• Spiro Christopulos (Chief Operating Officer, Natixis Institutional Services, Natixis Global Associates, Natixis, Banque Populaire Group & Caisse D’Epargne Group)
  
• Sylvia Chrominska (Executive Vice President, Human Resources, and Public, Corporate, & Government Affairs, Scotia Bank)
  
• Damian Chunilal (Co-Head, Pacific Rim Global Markets & Investment Banking, Merrill Lynch)
  
• Dwight Churchill (President, Investment Services, Fidelity Management & Research, Fidelity Investments)
  
• Randy Ciccati (President, ING Advisors Network, ING Group)
  
• Greg Cicotte (Executive Vice President, Sales, Jackson National Life Insurance Company, The Prudential)
  
• Peter Cieszko (President, Global Distribution, Evergreen Investments, Wachovia Corporation)
  
• Philippe Citerne (Deputy CEO, Societe Generale)
  
• Jean Clamon (Chief Operating Officer, BNP Paribas)
  
• Dennis Clark (CEO, Advisor Partners)
  
• Ed Clark (CEO, TD Bank Financial Group)
  
• Michael Clark (President, Institutional Services, Fidelity Investments)
  
• Ranjana Clark (Chief Marketing Officer, Wachovia Corporation)
  
• Rick Clayburgh (CEO, North Dakota Bankers Association, American Bankers Association)
  
• David Clementi (Chairman, The Prudential)
  
• Robert Clements (CEO, Ever Bank Financial)
  
• John Clendening (Executive Vice President, Solution Services Enterprise, The Charles Schwab Corporation)
  
• Kevin Clifford (President, American Funds Distributors, Capital Group Companies)
  
• Jean Clochet (Chairman, Banque Populaire Des Alpes, Banque Populaire Group)
  
• Alain Closier (Global Head, Securities Services for Investors, Societe Generale)
  
• Alain Clot (CEO, SG Asset Management, Societe Generale)
• Craig Cloyed (President, Calvert Distributors, Calvert, Unifi Mutual Holding Company)
  
• Stephen Cobain (CEO, Mellon Financial Markets, The Bank of New York Mellon Corporation)
  
• Beth Cobert (Director, McKinsey & Company)
• Abby-Joseph Cohen (President, Goldman Capital Markets Institute, Goldman Sachs Group)
  
• Barry Cohen (Senior Managing Director, The Bear Stearns Companies)
  
• Larry Cohen (Chief Technology Officer, Alliance Bernstein, Axa Group)
  
• Mitchell Cohen (Managing Director, Hellman & Friedman)
  
• Gary Cohn (Co-President, Goldman Sachs Group)
  
• Stewart Cohune (President, MG Advisory, MG Colorado Holdings)
• Roger Coleman (Financial Advisor, Smith Barney, Citigroup)
  
• Philippe Collas (CEO, SG Global Investment Management & Services, Societe Generale)
  
• Maura Collins (Chief Financial Officer, National Planning Corporation, Jackson National Life Insurance Company, The Prudential)
  
• Michael Collins (Head, Corporate Equity Derivatives Origination, Wachovia Securities, Wachovia Corporation)
  
• Ann Combs (CEO, Institutional Strategic Consulting, The Vanguard Group)
  
• John Comerford (Executive Vice President, Trading Research, Instinet, Nomura Holdings)
  
• Paul Compton (Chief Financial Officer, Investment Banking, JP Morgan Chase)
  
• Kip Condron (CEO, Axa Financial, Axa Group)
  
• John Connelly (Founding Partner, Baldwin Connelly, Wachovia Corporation)
  
• Marge Connelly (President, Business Services Group, Wachovia Securities, Wachovia Corporation)
  
• Bill Connolly (Head, Global Distribution, Putnam Investments, Power Corporation of Canada)
  
• Don Conover (Executive Vice President, State Street Corporation)
  
• Gus Constantin (CEO, Phoenix American)
  
• Jeff Conway (Executive Vice President, State Street Corporation)
  
• James Cook (Executive Vice President, Strategic Initiatives, Franklin Templeton Investments, Franklin Resources)
  
• Margo Cook (Senior Managing Director, Institutional Business, Bear Stearns Asset Management, The Bear Stearns Companies)
  
• Scott Cooley (Chief Financial Officer, Morningstar)
  
• John Coombs (Vice Chairman, Credit Management, TD Securities, TD Bank Financial Group)
  
• Anne Copeland (Executive Vice President, Wealth Management Group, Wells Fargo Corporation)
  
• Michael Corbat (Head, Global Relationship Bank, Corporate & Investment Banking, Citigroup)
  
• Maureen Corcoran (Executive Vice President, State Street Corporation)
  
• Ron Cordes (Chairman, Asset Mark Investment Services, Genworth Financial Asset Management, Genworth Financial)
• Thomas Cornacchia (Co-Head, Mortgage Department, Goldman Sachs)
• James Cornell (President, Fidelity Personal Trust Company, Fidelity Investments)
  
• Jerry Corrigan (Senior Advisor, Goldman Sachs Private Equity Group, Goldman Sachs Group)
  
• Marc Costantini (President, Variable Annuities Business, John Hancock Financial Services, Manulife Financial)
  
• John Costas (CEO, Dillon Read Capital Management, UBS)
  
• Jeffrey Costello (CEO, Russia, JP Morgan Chase)
  
• Guy Cotret (Executive Vice President, Human Resources, Technology, & Banking Operations, Caisse D’Epargne Group)
  
• Allison Couch (CEO, The Financial Services Network)
  
• Kelly Coughlin (CEO, Global Bridge)
  
• Barbara Cowden (Executive Vice President, State Farm)
  
• Jim Cowles (Head, Equity Products, Corporate & Investment Banking, Citigroup)
• Archibald Cox (Non-Executive Chairman, Barclays Americas, Barclays)
  
• Mitch Cox (Head, Global Investment & Insurance Solutions, Global Wealth Management, Merrill Lynch)
  
• Trish Cox (Chief Operating Officer, Schwab Institutional, The Charles Schwab Corporation)
  
• Jim Cracchiolo (CEO, Ameriprise Financial)
  
• Doug Craft (Operating Group Chief Financial Officer, Fiserv)
  
• Bill Crager (President, Advisory Services, Envestnet Asset Management)
  
• Roger Crandall (Co-Chief Operating Officer, Mass Mutual Financial Group)
• Georgia Crawley (Executive Vice President, Administration, Texas Bankers Association, American Bankers Association)
  
• Geoff Crickmay (Senior Executive Vice President, Japan, Manulife Financial)
  
• Robert Crispin (CEO, ING Investment Management & Latin America, ING Group)
  
• Hernan Cristerna (Co-Head, Europe, Middle East, & Africa, Mergers & Acquisitions, JP Morgan Chase)
  
• Jerry Cristoforo (Executive Vice President, State Street Corporation)
  
• Gary Crittenden (Chief Financial Officer, Citigroup)
  
• Andrew Crockett (President, JP Morgan Chase International, JP Morgan Chase)
• Toby Cromwell (Head, Global Consultant Relations, Columbia Management, Bank of America Corporation)
• Ian Crosbie (Head, Healthcare Investment Banking, Jefferies Group)
  
• Byron Crowe (Chief Operating Officer, Advanced Equities Financial Corporation)
  
• Jeff Crowe (General Partner, Norwest Venture Partners, Wells Fargo Corporation)
  
• Dan Crowley (Chief Government Affairs Officer, Investment Company Institute)
  
• Bob Crudup (Executive Vice President, SEI Investments)
  
• Hector Cuellar (President, RSM EquiCo, H&R Block)
  
• Ben Cukier (Partner, FT Ventures)
  
• Bob Cullen (CEO, Thomson Scientific & Healthcare, The Thomson Corporation)
  
• Dave Cumming (Financial Advisor, Smith Barney, Citigroup)
  
• John Cunningham (Chief Marketing Officer, Commerce Bancorp, TD Bank Financial Group)
  
• Jonathan Cunningham (Executive Vice President, Convertible Securities, Jefferies Group)
• Mark Curtis (Financial Advisor, Smith Barney, Citigroup)
  
• Curt Custard (Head, Global Investment Solutions, Global Asset Management, UBS)
  
• Scott Custer (CEO, RBC Centura Banks, Royal Bank of Canada)
  
• Wayne Cutler (Managing Director, Brokerage, Novantas)
  
• Dominic D’Alesandro (CEO, Manulife Financial)
  
• Jacques D’Estais (Executive Vice President, Corporate & Investment Banking, BNP Paribas)
  
• Rohit D’Souza (Head, Global Equities & Americas Global Markets, Global Markets & Investment Banking, Merrill Lynch)
  
• Stephen Daffron (Head, Operations, Institutional Trading & Investment Banking, Morgan Stanley)
  
• Bob Daleo (Chief Financial Officer, Thomson Reuters)
  
• Bill Daley (Chairman, Midwest Region, JP Morgan Chase)
  
• Charles Daley (Chief Financial Officer, Legg Mason)
  
• Todd Dal-Porto (Senior Managing Director, Wholesale Lending Division, Countrywide Financial Corporation, Bank of America Corporation)
  
• Bob Dalrymple (Executive Vice President, Retail & Commercial Banking, Great Plains Division, Bank of the West, BNP Paribas)
• Cliff D’Amato (CEO Matrix Settlement & Clearance Services (MSCS), MG Colorado Holdings)
  
• Mark Damico (President, Item Processing Group, Fiserv)
  
• David Darnell (President, Global Commercial Banking, Bank of America Corporation)
  
• Toos Daruvala (Director, McKinsey & Company)
  
• Wes Dasher (President, BB&T Insurance Services, BB&T Corporation)
  
• Keith Daubenspeck (Chairman, Advanced Equities Financial Corporation)
  
• Laurent David (Chief Operating Officer, International Retail & Financial Services, BNP Paribas)
  
• Scott David (President, Fidelity Retirement Services, Fidelity Investments)
  
• Andrew Davidson (President, Davidson Investment Advisors, Davidson Companies)
  
• Mike Davidson (Chief Agency & Marketing Officer, State Farm)
  
• Dick Davies (Senior Managing Director, Defined Contribution, Alliance Bernstein Institutional Investments, Alliance Bernstein, Axa Group)
  
• Simon Davies (Chairman, Threadneedle Investments, Ameriprise Financial)
  
• Chris Davis (President, Money Management Institute)
  
• Darrell Davis (Chief Technology Officer, Forward Management)
• Ian Davis (Managing Director, McKinsey & Company)
  
• Peter Davis (Executive Vice President, Global Strategy, The McGraw Hill Companies)
  
• Reggie Davis (President, Eastern Banking Group, General Banking Group, Wachovia Corporation)
  
• Robert Day (Chairman, Trust Company of the West, (TCW), Societe Generale)
  
• Greg Deavens (Chief Financial Officer, US Insurance Group, Mass Mutual Financial Group)
  
• Henri DeCastries (CEO, Axa Group)
  
• Bill Decker (President, Lydian Trust Company)
  
• Doug Decker (Head, Equity Linked Origination, Equity Capital Markets, Wachovia Securities, Wachovia Corporation)
  
• Jeremy Deems (Chief Financial Officer, Forward Management)
  
• Dan Dees (Head, Asian Financings Group, Goldman Sachs Group)
  
• Joe Deitch (CEO, Commonwealth Financial Network)
  
• Ernesto DeLaFe (Head, Latin America, Private Wealth Management, Morgan Stanley)
  
• Yvan De-La-Porte-Du-Thiel (CEO, Banque Populaire Val de France, Banque Populaire Group)
  
• Bob DelCol (Chairman, Fund Quest, BNP Paribas)
  
• Scott Dell’Orfano (Executive Vice President, RIA Market Unit, Fidelity Investments)
  
• Jerry DelMissier (President, Barclays Capital, Barclays)
  
• Donna DeMaio (President, Met Life Bank, Metropolitan Life)
  
• William Demchak (Vice Chairman, PNC)
  
• Michael Demirel (Head, Private Bank, Citi Private Bank, Citigroup)
  
• Ludovic DeMontille (Territory Head, United Kingdom, BNP Paribas)
  
• Julio DeQuesada (Head, Corporate & Investment Banking, Mexico, Citigroup)
• Antonio Deroza (Financial Advisor, Smith Barney, Citigroup)
  
• Tony DeSantis (Chief Operating Officer, AIG Direct, American International Group, (AIG))
  
• Steve Deschenes (Chief Marketing Officer, Retirement Income Group, Mass Mutual Financial Group)
  
• Andrea Desmarais (Co-CEO, Power Corporation of Canada)
  
• Paul Desmarais (Co-CEO, Power Corporation of Canada)
  
• Bevin Desmond (President, International Business, Morningstar)
  
• Barbara Desoer (Chief Technology & Operations Officer, Bank of America Corporation)
  
• John DesPrez (CEO, John Hancock Financial Services, Manulife Financial)
• Janamitra Devan (Senior Fellow, McKinsey Global Institute, McKinsey & Company)
  
• Jacques DeVaucleroy (Group President, ING Europe, ING Group)
  
• Ron Dewhurst (CEO, International Asset Management, Legg Mason)
  
• Bob Diamond (President, Barclays)
  
• Armando Diaz (Head, US Institutional Cash Trading, Investment Bank, Citigroup)
  
• John Dickson (Senior Managing Director, Investment Consulting Group, Rogers Casey)
  
• Tyler Dickson (Head, Capital Markets Origination, Citi Markets & Banking, Citigroup)
• Alex Didier (Deputy CEO, Societe Generale)
  
• Gene Diederich (Executive Vice President, Branch Division, AG Edwards & Sons, Wachovia Securities, Wachovia Corporation)
  
• Dennis DiFlorio (Chairman, Commerce Bancorp, TD Bank Financial Group)
  
• Stephanie DiMarco (CEO, Advent Software)
  
• Jamie Dimon (CEO, JP Morgan Chase)
  
• Les Dinkin (Managing Director, Novantas)
  
• Joseph DiPrisco (CEO, Banc of America Specialist, Bank of America Corporation)
  
• John Dixon (Chairman, Mutual Service Corporation, LPL Financial Services)
  
• Mike Dobbs (Chief Marketing Officer, Wells Real Estate Funds)
  
• Tom Dobosenski (Executive Vice President, National Consulting, RSM McGladrey, H&R Block)
• Tricia Doerksen (Executive Vice President, Advisor Services & Business Intelligence, Bellatore)
  
• Bob Doll (Vice Chairman, Black Rock, Merrill Lynch)
  
• David Doll (CEO, Kanaly Trust Company)
  
• Paula Dominick (Global Head, Research, Banc of America Securities, Bank of America Corporation)
  
• Frederique Dompeyre (Global Head, Marketing, SG Private Banking, Societe Generale)
  
• Christopher Donahue (CEO, Federated Investors)
  
• John Donahue (Chairman, Federated Investors)
  
• Thomas Donahue (President, FH Holdings, Federated Investors)
  
• Phillipe Donnet (CEO, Japan, Axa Group)
  
• David Donnini (Principal, GTCR Golder Rauner)
  
• Paul Donofrio (Global Head, Consumer & Retail Investment Banking Group, Bank of America Corporation)
• Noel Donohoe (Co-Head, Risk Management, Merrill Lynch)
  
• Sharon Donovan-Hart (Executive Vice President, State Street Corporation)
  
• William Dooley (CEO, AIG Financial Products, American International Group, (AIG))
  
• Philip Dorgan (Head, Research, Panmure Gordon & Company)
  
• Bob Dorrance (CEO, TD Securities, TD Bank Financial Group)
  
• Bernie Dorval (Co-Chairman, TD Canada Trust, TD Bank Financial Group)
  
• Connie Dotson (Chief Communications Officer, E*Trade Financial)
  
• Andrew Dougherty (Chief Operating Officer, Fund Administration Services North America, BNP Paribas)
• John Dowd (Executive Vice President, The Private Bank, The Bank of New York Mellon Corporation)
  
• Rick Dowd (Head, Strategic Advisory, Wachovia Securities, Wachovia Corporation)
  
• Kelley Downing (CEO, Bartlett & Company, Legg Mason)
  
• Bob Drake (Chief Operating Officer, US Fiduciary)
  
• Mark Dransfield (Chief Growth & Productivity Officer, Advanced Equities Financial Corporation)
  
• Bob Dubrish (CEO, Option One Mortgage Corporation, H&R Block)
  
• Barbara Duck (Senior Executive Vice President, Electronic Delivery Systems, BB&T Corporation)
• Phillip Duff (Chairman, Front Point Partners, Investment Management, Morgan Stanley)
  
• Donald Duggan (Chief Information Officer, Bank of the West, BNP Paribas)
  
• Jeffrey Dunham (CEO, Dunham & Associates Investment Counsel)
  
• Steve Dunlap (Chief Operating Officer, Managed Account Solutions Division, Pershing, The Bank of New York Mellon Corporation)
• Francis Dunleavy (Senior Managing Director, Commodities, The Bear Stearns Companies)
• Barry Dunn (Principal, GTCR Golder Rauner)
• George Dunn (Financial Advisor, Smith Barney, Citigroup)
  
• Philippe Dupont (CEO, Banque Populaire Group)
  
• Michael Durbin (Head, Global Wealth Management Group, Capital Markets, Morgan Stanley)
  
• Mal Durkee (Co-Head, North American Depository Group, Morgan Stanley)
  
• Martha Dustin-Boudos (Morningstar)
  
• Stacy Dutton (Managing Partner, Brandywine Global Investment Management, Legg Mason)
  
• Denis Duverne (CEO, Finance, Control & Strategy, Axa Group)
  
• Bill Dwyer (President, LPL Independent Advisor Services, LPL Financial Services)
• Patrick Dwyer (Financial Advisor, Merrill Lynch)
  
• Gordon Dyal (Co-Head, Investment Banking, Goldman Sachs Group)
  
• Thomas Dyck (Executive Vice President, Retail Product Management, TD Banknorth, TD Bank Financial Group)
  
• Richard Dziadzio (Chief Financial Officer, Axa Financial, Axa Group)
• William Easom (Financial Advisor, Smith Barney, Citigroup)
• Rod Eddington (Non-Executive Chairman, Australia & New Zealand, JP Morgan Chase)
• Charles Edelman (Head, Mergers & Acquisitions, The Bear Stearns Companies)
  
• Wes Eden (Chairman, Fortress Investment Group, Nomura Holdings)
  
• Jeff Edwards (Chief Financial Officer, Merrill Lynch)
  
• Cynthia Egan (President, Retirement Plan Services, T. Rowe Price Group)
  
• Ed Eger (Head, Global Cards, Global Consumer Group, Citigroup)
  
• Mitch Eichen (CEO, The MDE Group)
  
• David Eidson (CEO, Trusco Capital Management, Sun Trust)
  
• Edward Eisler (Co-Head, Securities Division, Goldman Sachs Group)
  
• Timothy Eitel (Chief Information Officer, Raymond James Financial Services, Raymond James)
• Mark Elbaum (Chief Financial Officer, Residential Lending, Countrywide, Bank of America Corporation)
  
• Walter Elcock (President, Markets, Bank of America Corporation)
  
• William Elcock (CEO, Batterymarch Financial Management, Legg Mason)
  
• Jimmy Elliott (Co-Head, Mergers & Acquisitions, JP Morgan Chase)
  
• Steve Elliott (Co-Head, Integration, The Bank of New York Mellon Corporation)
• Jerome Ellis (Executive Vice President, Commercial Real Estate, Lydian Bank & Trust, Lydian Trust Company)
  
• George Ellison (Head, Global Structured Products, Global Corporate & Investment Banking, Bank of America Corporation)
• Kathy Elsesser (Head, Consumer Retail Group Americas, Mergers & Acquisitions, Goldman Sachs Group)
  
• Robert Emslie (CEO, Absa Corporate & Business Bank, Absa, Barclays)
  
• Bryce Engel (Chief Brokerage Operations Officer, TD Ameritrade, TD Bank Financial Group)
• Rob Engel (Head, Mergers & Acquisitions, Wachovia Securities, Wachovia Corporation)
  
• Gary Enos (Executive Vice President, State Street Corporation)
  
• Jerry Enos (Head, Operations, Technology, & eCommerce, Wachovia Corporation)
  
• Randy Epright (Chief Technology Officer, AIG Advisor Group, American International Group, (AIG))
• Mary Erdoes (CEO, JP Morgan Private Bank, JP Morgan Chase)
• Robert Erickson (Interim Chief Financial Officer, StanCorp Financial Group)
  
• Paul Escobar (Head, US Business Development, Insure-Vest, State Street Global Advisors, State Street Corporation)
  
• John Esposito (Co-Head, North American Depository Group, Morgan Stanley)
  
• Andre Esteves (Global Head, Fixed Income, UBS)
  
• Eric Eubank (Managing Partner, Wachovia Capital Partners, Wachovia Corporation)
  
• Scott Evans (Executive Vice President, Asset Management Division, TIAA-CREF)
  
• Michael Evans (Chairman, Goldman Sachs Asia, Goldman Sachs Group)
• Joseph Evelo (Financial Advisor, Merrill Lynch)
• David Evensky (Executive Vice President, Evensky & Katz, Fiduciary Network)
• Harold Evensky (CEO, Evensky & Katz, Fiduciary Network)
  
• Leslie Fairbanks (Co-Head, Real Estate Asset Management, Wachovia Securities, Wachovia Corporation)
  
• Ahmass Fakahany (Co-President, Merrill Lynch)
  
• Robert Falese (CEO, Commerce Bancorp, TD Bank Financial Group)
• Diana Farrell (Director, McKinsey Global Institute, McKinsey & Company)
  
• Ruth Fattori (Chief Administrative Officer, Metropolitan Life)
  
• Susan Faulkner (CEO, Deposits & Student Lending, Bank of America Corporation)
• Chris Feeney (Chief Information Officer, Global Capital Markets, Citigroup)
  
• Shawn Feeney (Chief Financial Officer, Global Capital Markets, Citigroup)
  
• Marty Ferdous (President, E Pluribus, Open Finance Network)
  
• Roger Ferguson (CEO, TIAA-CREF)
  
• Dominique Ferrero (CEO, Natixis, Banque Populaire Group & Caisse D’Epargne Group)
  
• Dennis Ferro (CEO, Evergreen Investments, Wachovia Corporation)
  
• Mark Fetting (CEO, Legg Mason)
  
• Donald Figer (Chief Information Officer, The 401(K) Company, The Charles Schwab Corporation)
  
• Barry Fink (Chief Operating Officer, American Century Investments, JP Morgan Chase)
  
• Larry Fink (CEO, Black Rock, Merrill Lynch)
  
• Thomas Finke (President, Babson Capital Management, Mass Mutual Financial Group)
  
• Steve Finn (Chairman, Trust Company of America)
  
• Anne Finucane (Chief Marketing Officer, Bank of America Corporation)
  
• Jonathan Firester (Senior Managing Director, Corporate Strategy Group, The Bear Stearns Companies)
• Bobby Fisher (Financial Advisor, UBS Financial Services, UBS)
  
• David Fisher (Executive Vice President, Wealth Management Division, BB&T Corporation)
  
• Fitz Fisher (Technology, LPL Financial Services)
  
• John Fisher (CEO, Federated Advisory Companies, Federated Investors)
  
• Ken Fisher (CEO, Fisher Investments)
  
• Richard Fisher (Chairman, Federated Securities Corporation, Federated Investors)
• Sherri Fisher (CEO, Fisher Investments)
  
• Greg Fleming (Co-President, Merrill Lynch)
• Tom Flexner (Global Head, Real Estate, Institutional Clients Group, Citigroup)
  
• Robin Foote (Managing Director, Novantas)
  
• Harold Ford (Vice Chairman, Merrill Lynch)
  
• John Fordham (Chairman, European Investment Banking, RW Baird & Company)
  
• Jean-Yves Forel (Executive Vice President, Services, Natixis, Banque Populaire Group & Caisse D’Epargne Group)
  
• Jamie Forese (Co-CEO, Citi Markets & Banking, Citigroup)
  
• Gordon Forrester (Head, Asia Pacific Business, Putnam Investments, Power Corporation of Canada)
  
• Maddi Forrester (Head, UK Distribution, Threadneedle Investments, Ameriprise Financial)
  
• Ed Forst (Co-Head, Investment Management Business, Goldman Sachs Group)
  
• Daniel Forte (CEO, Massachusetts Bankers Association, American Bankers Association)
  
• Luke Fowler (Executive Vice President, Fiduciary Trust Company International, Franklin Templeton Investments, Franklin Resources)
  
• Rick Fowler (Executive Vice President, Mergers & Acquisitions, BB&T Corporation)
  
• Basil Fox (President, FTISI, Franklin Templeton Investments, Franklin Resources)
  
• Pat Foy (President, Bank Servicing & ePayments, Fiserv)
  
• Mike Fraizer (CEO, Genworth Financial)
  
• Rich Franchella (Senior Managing Director, RBC Wealth Management, Royal Bank of Canada)
  
• Richard Frank (CEO, Darby Overseas Investments, Franklin Templeton Investments, Franklin Resources)
  
• Steve Franklin (Chief of Sales, Wells Real Estate Funds)
  
• John Fraser (CEO, Global Asset Management, UBS)
• Lenelle Freeman (Executive Vice President, Vendor Relations, Texas Bankers Association, American Bankers Association)
  
• Thomas Freeman (Chief Risk Officer, Sun Trust)
  
• Steve Freiberg (CEO, Global Consumer Group, North America, Citigroup)
  
• Randy Fretz (Chief of Staff, Wells Real Estate Funds)
  
• John Fridlington (Chief Lending Officer, TD Banknorth, TD Bank Financial Group)
  
• Brian Friedman (Chairman, Executive Committee, Jefferies Group)
• Donald Friedman (CEO, M Benefit Group, M Financial Group)
  
• Rich Friedman (Head, Merchant Banking, Goldman Sachs Group)
  
• Rick Frisbie (Chief Administrative Officer, Franklin Templeton Investments, Franklin Resources)
  
• Adam Frisch (Head, US Technology Equity Research, UBS)
• Don Froude (Head, Intermediary Distribution, Columbia Funds, Bank of America Corporation)
  
• Brad Fryer (Executive Vice President, Business Development, LPL Financial Services)
  
• Yoshiyuki Fujisawa (Vice Chairman, Merrill Lynch International, Merrill Lynch)
  
• Thibault Fulconis (Chief Financial Officer, Banc West Corporation, BNP Paribas)
  
• David Fuller (Executive Vice President, Treasury & Payment Solutions Division, Sun Trust)
  
• Will Fuller (Head, Distribution, Americas Wealth Management, Merrill Lynch)
  
• Jim Fulp (Executive Vice President, Sales & Supervision, Independent Contractor Division, Raymond James)
  
• Bill Furlong (Vice Chairman, TD Securities, TD Bank Financial Group)
  
• Daniel Fuss (Vice Chairman, Loomis, Sayles, & Company, Natixis Global Associates, Natixis, Banque Populaire Group & Caisse D’Epargne Group)
  
• Rose Gabbianelli (Executive Vice President, Corporate Affairs, The Bank of New York Mellon Corporation)
  
• Paul Galant (CEO, Global Transaction Services, Citigroup)
• Brian Gallary (Senior Managing Director, Global Service & Sales, Alliance Bernstein, Axa Group)
  
• Peter Gallary (Chief Operating Officer, Investment Company Institute)
  
• Oreste Gallo (Head, Southern Europe, Barclays Global Investors, Barclays)
  
• Jim Gambill (President, FTS, Franklin Templeton Investments, Franklin Resources)
• Amanda Grant (Head, International Client Service, Columbia Funds, Bank of America Corporation)
  
• Carlos Garcia (Chief Operating Officer, Countrywide Bank, Countrywide Financial Corporation, Bank of America Corporation)
  
• Richard Garman (Managing Partner, FT Ventures)
  
• Laurine Garrity (Chief Marketing Officer, TD Ameritrade, TD Bank Financial Group)
  
• Richard Garside (Chief Operating Officer, North American Operations & Technology, Global Consumer Group, Citigroup)
  
• Greg Garvin (Executive Vice President, Independent Distribution, AIG Valic, American International Group, (AIG))
  
• David Gasparro (Head, Distribution, Threadneedle Investments, Ameriprise Financial)
  
• George Gatch (CEO, JP Morgan Funds Management, JP Morgan Asset Management, JP Morgan Chase)
• Marshall Gates (Chief Administrative Officer, Countrywide Financial Corporation, Bank of America Corporation)
  
• Jean-Francois Gautier (Head, Specialized Financial Services, Societe Generale)
  
• Arlen Gelbard (President, E*Trade Bank, E*Trade Financial)
  
• Jim Gelder (CEO, NFP Insurance Services, National Financial Partners)
  
• Jeff Gelfand (Chief Financial Officer, Global Wealth Management, Morgan Stanley)
  
• Joseph Gennaco (Chief Operating Officer, Boston Company Asset Management, The Bank of New York Mellon Corporation)
• Rich Gentile (Head, Client Services, Broker/Dealer & Investment Advisor Services, The Bear Stearns Companies)
  
• Ken George (President, Financial Services Resource Corporation)
  
• Bill Gerber (Chief Financial Officer, TD Ameritrade, TD Bank Financial Group)
  
• Rich Gershen (Executive Managing Director, Business Strategy, Evergreen Investments, Wachovia Corporation)
• Jeffrey Gerson (Financial Advisor, Smith Barney,