Advanced Markets

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Speakers

Our Advanced Markets & Asset Management speakers provide you with the resources to grow your business and serve more markets. They are experts in taxation, legal issues, estate planning, case analysis & design, trusts, business succession planning, charitable giving strategies, and much more.

Vikram Mansharamani

Author of Boombustology, Spotting Financial Bubbles Before They Burst – Teaching Strategies to Anticipate the Future and Navigate Risk and Uncertainty

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Sameer S. Somal, CFA, CFP®

The mission of Blue Ocean Global Wealth is to provide families, financial advisors, corporations, and institutions with prudent financial advice, risk management, and investment knowledge. They embrace global diversity and steward the protection, growth, and distribution of their clients’ wealth.

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Marguerita M. Cheng, CFP®

The mission of Blue Ocean Global Wealth is to provide families, financial advisors, corporations, and institutions with prudent financial advice, risk management, and investment knowledge. They embrace global diversity and steward the protection, growth, and distribution of their clients’ wealth.

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Peter J. Merrick, BA, FMA, CFP, TEP, FCSI

Peter Merrick is considered one of the leading experts in North America in business succession planning, risk management, estate and trusts, cross border planning, and executive benefits and pensions.

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Brett Danko

Brett Danko has a proven track record of providing high impact, interactive presentations and keynote speeches for a wide variety of audiences, covering a broad range of current financial planning topics.

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Kathleen Bilderback

Kathleen has presented to and trained thousands of financial advisors nationally in the areas of business, financial, and estate planning, retirement income planning, charitable strategies, and insurance planning

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