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Bill Wreaks is Chief Executive Officer of The Gramercy Institute. Based in New York City, The Gramercy Institute is an industry think- tank focused on the intellectual needs of senior marketers from major financial firms. With over 2500 members worldwide, The Gramercy Institute is arguably the largest global network of senior financial marketers in the world.\nThe Gramercy Institute produces approximately 25 thought leadership forums and conferences in the financial services marketing space each year in Boston, Chicago, Hong Kong, London, New York, Philadelphia, San Francisco & Toronto.\nIn addition, The Gramercy Institute has produced Gramercy Financial Marketing Strategy Awards for the past twelve years. Today, this prestigious trophy is awarded to financial marketing teams in four cities around the world (London, Hong Kong, New York & San Francisco). In addition, the Gramercy Institute produces “Twenty Rising Stars in Financial Marketing” at Le Cirque in NYC each year.\nThe Gramercy Institute works with the world’s leading financial marketers, agencies and media companies providing consulting, research and analysis. Gramercy Institute has commissioned many major industry studies.\nWreaks earned an MBA in International Business from the Katz Graduate School of Business at the University of Pittsburgh. The program was conducted with classwork in the US, Prague, Paris and Milan. He earned his undergraduate degree from the School of Commerce, Economics & Politics at Washington & Lee University.\nMr. Wreaks is the Vice-Chairman of The Board of Trustees of The Swain School in Pennsylvania.

Bill Willis is the President and CEO of financial services recruiting firm Willis Consulting.

ETFs routinely purge portfolios of holdings with large unrealized gains, while mutual funds seldom utilize this powerful tool.

Bill Hunter joined Bank of America \/ Merrill Lynch last year to run the Personal Retirement IRA Product Group. Hunter's team of Personal Retirement Product experts develops programs designed to drive asset growth, deepen client’s share of wallet, and build retirement awareness for all distribution channels. \n \nHunter joined Merrill Lynch after a 24 year career at Fidelity Investments where he held many senior level positions. In a recent role, he spear-headed the IRA & Small Business product and strategic marketing efforts targeting individual retirement accounts holders and small business owners. \n \nPrior to this assignment, he negotiated with the nation’s largest insurance carriers as he led the creation of an “Annuity Supermarket”, thus enabling Fidelity’s correspondent bank and broker dealer clients to electronically process both variable and fixed annuities. He also led the Fidelity Institutional FundsNetwork relationship management team responsible for the creation and development of distribution relationship with over 400 non-Fidelity mutual fund families. \n \nHunter is a Chartered Financial Analyst (CFA). He received a Master in Finance, from Boston College; a MBA from University of Mass, Lowell, and a B.S. Business Administration from Merrimack College. He is also registered with the NASD (Series 7, 6, 63, & 24).

Bill Heffernan, MS, CEAP, is co-founder of Chicago-based ERS, a national provider of integrated Employee\/Member Assistance Programs (EAP\/MAP), comprehensive training and consultation services, work\/life services and drug-free workplace policy development.  ERS provides services to client companies ranging in size from 10 to 25,000 employees, and spanning industries including health care, insurance, real estate, legal services, financial services, municipal government, manufacturing, transportation, construction and labor unions.  (www.ers-eap.com)

Bill Harris is the founder and a board director of Personal Capital. He has spent 25 years building financial technology, notably serving as CEO of Intuit and PayPal. He is the founder of several financial technology companies and has served on the boards of numerous technology firms, such as SuccessFactors, RSA Security, Macromedia, and Answers.com.