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Jeffrey Boorjian is currently the Vice President of Marketing for the world’s most diversified casino entertainment company, Caesars Entertainment (formerly Harrah’s Entertainment). Jeffrey is responsible for influencing customer behavior resulting in increased revenue and profitability for four Atlantic City properties with revenues north of $1B.Prior to joining Caesars, Jeffrey held positions at multiple advertising and branding firms leading projects across diverse industries including hospitality, consumer goods, automotive and healthcare. Jeffrey earned his Master’s degree in Business Administration from the University of Virginia Darden School of Business and his Bachelor’s degree from Boston College.

Jeffrey Berkowitz is a tax and estate planning partner at Jeffer Mangels Butler & Mitchell LLP in Los Angeles. Berkowitz practices in the areas of tax, estate and family planning, trust, probate, entertainment and general business and real estate law. He has expertise in all aspects of taxation including individual, corporate, real estate, partnership, controversies and estate planning. He specializes in structuring complex transactions and representing closely-held businesses and wealthy individuals. Berkowitz speaks and writes on various local and Federal tax-related issues. Earlier in his career, he practiced as a Certified Public Accountant in Massachusetts.\n\nPhone: (310) 785-5363\nEmail: JBerkowitz@JMBM.com\nWeb: http:\/\/www.JMBM.com

As the Chief Investment Officer for Iron Point Capital Management, Jeff chairs the Investment Committee, which is responsible for the research and investment policy functions for the firm’s managed programs. Jeff oversees the firm’s macro analysis as well as a specialization in U.S. economic and bond market data.Jeff earned a Bachelor of Business Administration degree with a major in Finance from Miami University in Oxford, Ohio. He also holds a Master of Science degree in Management with specialization in Banking and Financial Services Management from Boston University. He is a Chartered Financial Analyst (CFA) Charterholder, a Certified Fund Specialist (CFS), and holds a Series 7 securities license. Articles authored by Jeff have appeared in Personal Financial Planning and The Ohio CPA Journal.In his personal time, Jeff enjoys traveling, working out and spending time with his familyAreas of Expertise:Investment Management; U.S. Economic Markets; Bond AnalysisEducation\/Certification:B.A., Miami University, Ohio, Finance;\nM.S., Boston University, Management: Banking and Financial Services; CFA Charterholder; Certified Fund Specialist (CFS); Series 7 licenseFeatured in Publications: Personal Financial Planning; Ohio CPA JournalBoards\/Organizations: CFA Institute;CFA Society of Cincinnati\n

Jean Loewenberg is executive vice president of Loomis, Sayles & Company and\ngeneral counsel overseeing the legal and compliance department. Jean began her investment\nmanagement career in 1977 and joined Loomis Sayles in 2003. Prior to Loomis Sayles, she\nworked for Columbia Management Group, Inc. as head of the legal department and at Fleet\nNational Bank as manager of attorneys. Jean earned a BA from University of Wisconsin and\na JD from University of California at Los Angeles.

Mr. Zack is the recently retired Location Practice Leader for the Naples, Florida based RSM McGladrey, Inc. The Naples practice serves mid-size businesses in various industries including construction, real estate, manufacturing, professional services, not for profit organizations and foundations, and various private clubs and associations.\n\nBeginning in 1979, Mr. Zack served as Tax Managing Director in the Upper Midwest Economic Unit of the firm, where he advised closely held companies and shareholders in all areas of corporate and individual federal and state income tax. Focusing clients’ attention on taxes, led Mr. Zack to become a highly trusted advisor on complex business transactions, individual strategies to mitigate the tax consequences of financial decisions, and wealth transfer techniques. His extensive tax experience led to his leadership of the Private Wealth and Tax Advisory Services provided by McGladrey. In 2002, Mr. Zack began serving as Executive Vice President and Chief Operations Officer in the firm’s Wealth Management Unit. During his tenure in Wealth Management, revenues grew five-fold and assets under management increased from $400 million to $3.2 billion.\n\n\nMr. Zack is active in the American Institute of Certified Public Accountants (AICPA), having served on the Tax Practice Management Executive Committee and Women’s Initiatives and Family Issues Executive Committee; Board of McGladrey & Pullen, LLP; and Minnesota Society of CPAs.\n\nMr. Zack is a CPA and PFS (Personal Financial Specialist) has a Bachelor of Science Degree from the University of Minnesota, accounting major from St. Thomas University and holds the following securities registrations – Series 7, 66, and 24.

The firm is of two minds on the issue: It can hire whomever it wants from competitors, but many of its own advisers are off-limits.

Kris Duggan is CEO of BetterWorks