Mark Penn’s career spans 40 years in market-research, advertising, public relations, polling, and consulting, and he has advised top world leaders, led companies, and written best-selling books. Currently, Penn is the president and managing partner of The Stagwell Group, a private equity fund that invests in marketing services companies and reinvents the traditional holding company model. Before founding The Stagwell Group, he served in senior executive positions at Microsoft, where as executive vice president and chief strategy officer, he was responsible for working on core strategic issues across the company, blending data-analytics with creativity to help set the company on a new course.

Jeff Kreisler is a best-selling author and financial columnist whose prized insights on the intersection of behavioral science and money have been featured by TEDx, MSNBC, CNN, SiriusXM, and more. Jeff’s research on how human behavior drives spending and saving habits, economic ebbs and flows, and the future of our markets led to his best-selling book Dollars and Sense: How We Misthink Money and How to Spend Smarter. The work was named a “Best Book of the Year” by Business Insider, Audible, Huffington Post, and The Washington Post. It was also named the “#1 Book Every FinTech Professional Should Read in 2018” by the global fintech company Strands. Jeff is currently the Head of Behavioral Science at JP Morgan Chase, where he is leading financial decision-making thought leadership and innovation efforts.

Paul Taylor is the author of The Next America: Boomers, Millennials and the Looming Generational Showdown. Drawing on his time at the Pew Research center, the Washington Post, and his time as the Ferris Professor of Journalism at Princeton, Taylor is an expert on demographics and generational interactions