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Speakers

Andrew Friedman

Principal and Founder, The Washington Update

According to CNBC, Andy Friedman is “one of the nation’s most sought-after speakers on all things political.” An expert on political affairs, he is known for predicting the outcomes of Washington tax and fiscal deliberations and providing financial advisors and investors with strategies to consider in light of the changing political landscape.

Friedman was a senior partner with the law firm of Covington & Burling in Washington, D.C., where he practiced for almost thirty years, serving as head of the tax and corporate groups. He received his bachelor degree as valedictorian from Trinity College in Hartford, Connecticut, and his law degree from the Harvard Law School.

Friedman also served as tax counsel to Major League Baseball, the National Football League, the National Basketball Association, and the National Hockey League.

Friedman appears on CNBC, which refers to him as “Wall Street’s Tax Expert” and calls him “one of Washington’s savviest political observers.” He also has appeared on The Larry Kudlow Show, Fox Business Channel, and POTUS radio, has been profiled in The Washington Post and Research magazine, and is quoted extensively in publications ranging from The Wall Street Journal to USA Today.

Friedman is included in Best Lawyers in America and Chambers’ America’s Leading Lawyers for Business, which notes that “Andy’s ability to combine vast knowledge and a practical mindset permits him to convey the most complex of tax concepts in layman’s terms. He is the expert’s expert. If every lawyer were like him, the world would be a much better place.”

Bill Lowe

President, Sammons Retirement Solutions

Bill is currently President of Sammons Retirement Solutions, a group that specializes in developing and distributing individual retirement products through broker/dealers. Prior to joining Sammons Financial Group in 2011, he spent 17 years at ING and predecessor companies in a variety of roles including President of ING Individual Retirement Distribution, CEO of U.S. Annuities, President of ING Wealth Management Wholesale Distribution, President of Corporate and Individual Markets and President of the ING Financial Horizons business. Prior to ING, he spent nearly eight years with Lincoln Benefit Life Company.

His wide ranging experience in Financial Services includes a long history of success in the creation and distribution of 401(k)s, variable annuities, fixed annuities, life insurance, mutual fund products and managed accounts. He has also managed a retail broker-dealer and run several key businesses in his over 30 years in the financial industry.

Bill has a bachelor’s degree in Business Administration and Computer Science from Doane College. He has participated in the Leadership Exploration program at Dartmouth College and completed the CEDEP General Management Program at Insead in Fountainebleu, France. He is a General Securities Principal, Investment Advisory Representative, Chartered Life Underwriter, Chartered Financial Consultant, and Fellow of the Life Management Institute. He is currently on the board of the Insured Retirement Institute in Washington, D.C.,Freedom for Youth and the Principal Charity Classic in Des Moines, Iowa.

Nick Von Moltke

President and Chief Operating Officer, Global Atlantic

Nick von Moltke is President and Chief Operating Officer of Global Atlantic Life and Annuity. In addition, he is CEO of Accordia Life, and President and CEO of Commonwealth Annuity. His primary responsibilities include leadership of the Life business and oversight of all the day-to-day business activities, including transaction execution, new business servicing and management of the in-force business. He also has oversight of relationships with key external constituents, including company regulators and industry associations.

In 2004, Nick joined the Goldman Sachs Reinsurance Group, the predecessor to Global Atlantic prior to its separation from Goldman Sachs in April 2013, to help build the insurance business. Prior to joining the firm, he worked at General Electric in a variety of business leadership roles across both property/casualty and life/ health within the insurance and reinsurance divisions. Earlier, he spent several years with a management consulting firm.

Nick earned a bachelor’s degree from Middlebury College and an MBA from Northwestern University’s J.L. Kellogg Graduate School of Business.

Andreas Weigend

Online Innovator & Former Chief Scientist of Amazon.com

Dr. Andreas Weigend is an expert on big data, consumer behavior, and social-mobile technologies, the combination of which he calls the Social Data Revolution.

As the former Chief Scientist at Amazon, he helped create the company’s data strategy and culture of innovation.

He is the author of Data for the People and the founder of the Social Data Lab, a group of thought leaders and data scientists. Recent clients include Alibaba, BMW, Deutsche Telekom, GE, Hyatt, Lufthansa, MasterCard, Tencent, and the World Economic Forum.

Andreas received his Ph.D. in physics from Stanford, teaches at UC Berkeley and at Fudan in Shanghai, and lives in San Francisco and on weigend.com/where.

George Westerman

Author and Research Scientist with the MIT Sloan Initiative on the Digital Economy

George Westerman is an award winning author and Research Scientist at the MIT Sloan Initiative on the Digital Economy where he is also faculty chair of the course, Essential IT for Non-IT Executives. A leading voice on how to shift the IT conversation from cost to value, his portfolio of research focuses on digital transformation, CIO-level leadership and innovation. Prior to his academic career, George spent more than 13 years in product development and technology leadership roles.

George’s books have received wide acclaim. His most recent, Leading Digital: Turning Technology into Business Transformation, extends this thought leadership by showing CEOs and other senior executives how to lead digital transformation in their organizations. The Real Business of IT: How CIOs Create and Communicate Value was named the #1 book of the year in its field, and IT Risk: Turning Business Threats into Competitive Advantage, was recognized as one of the top five books of the year. He has also written numerous articles and other contributions for publications such as Sloan Management Review, Harvard Business Review, The Wall Street Journal and Forbes.