2012 Keynote Speakers

Jeb Bush
 Jeb Bush
Former Governor of Florida;
President Jeb Bush& Associates
Jeb Bush was elected the 43rd Governor of the state of Florida on November 3, 1998, and was reelected by a wide margin in 2002. His second term as Governor ended in January 2007.
Bush earned a bachelor's degree in Latin American Affairs from the University of Texas at Austin and moved to Florida in 1981. With partner Amando Codina, he started a small real estate development
company, which grew to become the largest, full-service commercial real estate company in South Florida.
Bush served as Florida's secretary of commerce under Bob Martinez, Florida's 40th governor. As secretary of commerce, he promoted Florida's business climate worldwide. Following an unsuccessful bid for Governor in 1994, Bush founded the non-profit Foundation for Florida's Future, which joined forces with the Greater Miami Urban League to establish one of the state's first charter schools. He also co-authored Profiles in Character, a book profiling 14 of Florida's civic heroes-people making a difference without claiming a single news headline.

 

 

Daniel Fuss Dan Fuss
Vice Chairman Loomis Sayles & Company, L.P.
Dan Fuss has 53 years of experience in the investment management industry and has been
with Loomis, Sayles & Company since 1976. He is vice chairman of the firm and manages
the firm's flagship Loomis Sayles Bond Fund-which won the 2009 Morningstar Fund
Manager of the Year award in the fixed income category-in addition to the Loomis Sayles
Investment Grade Bond, Investment Grade Fixed Income, Strategic Income, Fixed Income,
Institutional High Income and Global Markets funds. In 2000, he was named to the Fixed
Income Analysts Society's Hall of Fame in recognition of his contributions and lifetime
achievements in the advancement of the analysis of fixed income securities and portfolios.
He has twice been President of the Boston Security Analysts Society. Dan earned a BS and
an MBA from Marquette University. He served in the US Navy from 1955 to 1958 and held
the rank of Lieutenant.

 

 
Nick Murray Nick Murray
Author, The Gameof Numbers: Professional
Prospecting for Financial Advisors.
Nick Murray is one of the industry's premier speakers, and the author of ten books and a CD program for financial services professionals. His book for clients, Simple Wealth, Inevitable Wealth, is among the most successful privately published books of the last ten years. Nick also publishes a monthly newsletter and "spot coaching" service for advisors, Nick Murray Interactive. He is in his 44th year in the profession of financial advice. Murray was the 2007 recipient of the Malcolm S. Forbes Public Awareness Award for Excellence in Advancing Financial Understanding.

 

2012 Conference Speakers

Eleanor Blayney Eleanor K. H. Blayney, CFP®
Eleanor Blayney, CFP® is President of Directions LLC, dedicated to changing the personal finance conversation for women through programs that empower, educate, and engage women in the management of their resources. In January 2010, she was named a "Mover and Shaker" by Financial Planning Magazine based on her efforts to change the way financial advice is delivered to women.

 

 
Norman Boone Norman Boone, MBA, CFP®
Norman Boone, MBA, CFP® is the founder and president of Mosaic Financial
Partners in San Francisco, a firm noted especially for their thoroughness in
providing financial planning for their clients. As part of their process,
Mosaic has developed the retirement withdrawal approach Norm will be talking
about in this session, based on the best industry research available.

 

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