Former Assistant Secretary of Labor of the Employee Benefits Security Administration (EBSA)
Phyllis C. Borzi was confirmed on July 10, 2009 as Assistant Secretary of Labor of the Employee Benefits Security Administration (EBSA). EBSA oversees approximately 681,000 private-sector retirement plans, approximately 2.3 million health plans, and a similar number of other welfare benefit plans that provide benefits to approximately 143 million Americans. As agency head, she oversees the administration, regulation and enforcement of Title I of the Employee Retirement Income Security Act of 1974 (ERISA).
Previously, Ms. Borzi was a research professor in the Department of Health Policy at George Washington University Medical Center's School of Public Health and Health Services. In that position, she was involved in research and policy analysis involving employee benefit plans, the uninsured, managed care, and legal barriers to the development of health information technology. In addition, she was of counsel with the Washington, D.C. law firm of O'Donoghue & O'Donoghue LLP, specializing in ERISA and other legal issues affecting employee benefit plans, including pensions and retirement savings, health plans, and discrimination based on age or disability.
From 1979 to 1995, Borzi served as pension and employee benefit counsel for the U.S. House of Representatives, Subcommittee on Labor-Management Relations of the Committee on Education and Labor. In 1993, she served on working groups dealing with insurance reform, workers' compensation and employer coverage in connection with the Clinton Task Force on Health Care Reform.
Borzi is a charter member and former President of the American College of Employee Benefit Counsel and served on its Board of Governors from 2000-2008; former member and former co-chair of the Advisory Board of the BNA Pension & Benefits Reporter; former member of the Advisory Committee of the Pension Benefit Guaranty Corporation; and former member of the Advisory Board of the Pension Research Council, The Wharton School, The University of Pennsylvania; and former member of the Board of the Women's Institute for a Secure Retirement (WISER). In 2008, she was appointed by the U.S. District Court for the Northern District of Ohio and served as a public member of the Administrative Committee for the Goodyear retiree health trust.
Borzi has published numerous articles on ERISA, health care law and policy and retirement security issues and has been a frequent speaker to legal, professional, business, consumer and state and local governmental organizations. An active member of the American Bar Association, Borzi is the former chair of the ABA's Joint Committee on Employee Benefits. She holds a Master of Arts degree in English from Syracuse University and a J.D. from Catholic University Law School, where she was editor-in-chief of the law review. She is a member of the District of Columbia Bar and is admitted to practice before the U.S. Court of Appeals for the District of Columbia Circuit and the U.S. Supreme Court.
Chief Global Investment StrategistCharles Schwab & Co. Inc.
As Chief Global Investment Strategist at Charles Schwab, Jeffrey Kleintop analyzes and discusses
international markets, trends and events to help U.S. investors understand their significance and financial implications. In this role, Kleintop provides research, commentary and actionable insights to
Schwab’s client-facing teams and the firm’s Investor Services and Advisor Services clients through written reports, video content, conference calls, webcasts and in-person events.
Kleintop is frequently cited in a range of national media outlets including The Wall Street Journal, The New York Times, Barron’s and Financial Times, and he is a regular guest on high profile news
networks including CNBC, Bloomberg, Fox Business News, PBS and ABC News. Kleintop has been cited in The Wall Street Journal as one of “Wall Street’s best and brightest,” and he has been a featured or keynote speaker at dozens of industry events annually including the Barron’s Top Financial
Advisor Summit and the Financial Planning Association annual conference.
Prior to joining Schwab, Kleintop served as chief market strategist at LPL Financial. Earlier in his career he was chief investment strategist at PNC Wealth Management and senior investment strategist at
ARIS Corporation of America. Kleintop is the author of Market Evolution: How to Profit in Today’s Changing Financial Markets, which was published in 2006.
Kleintop earned his B.S. degree in Business Administration from the University of Delaware and received his M.B.A. degree from Pennsylvania State University. He also studied at the London School of Economics and is a Chartered Financial Analyst (CFA).
National Public Radio (NPR) Science Correspondent
NPR science correspondent Shankar Vedantam offers unique insights into how our unconscious biases — what he calls the hidden brain — affect the decisions we make both personally and as groups and organizations. He bases these insights on data, not on psychological theories of the subconscious, and is an expert on how we can use big data to understand and improve our lives and organizations. Few speakers bring such a trove of breakthroughs in social science research to their audiences’ concerns.
The Hidden Brain. Like a puppeteer behind a curtain, the hidden brain shapes our behavior, our choices, and the course of our relationships. But unconscious biases don’t just live in our individual brains; they also influence the success or failure of our organizations. In his presentations, as in his book The Hidden Brain: How Our Unconscious Minds Elect Presidents, Control Markets, Wage Wars, and Save Our Lives, Vedantam reveals these unconscious patterns and he lays out ways in which we can avoid the mistakes they often cause.
Credentials. Shankar Vedantam is National Public Radio’s social science correspondent and the host of the Hidden Brain Podcast. He spent ten years as a reporter for The Washington Post and wrote the Post’s Department of Human Behavior column from 2007 to 2009. He served as a fellow at the Nieman Foundation for Journalism at Harvard University from 2009 to 2010.
The recipient of numerous awards, Shankar has lectured at Harvard University and Columbia University, served on the advisory board of the Templeton-Cambridge Fellowships in Science & Religion, and been a senior scholar at the Woodrow Wilson International Center for Scholars in Washington.
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