List of Guests

*Bonus audio available

A

Aarstol, Stephan
Aguirre, Gary
Aguirre, Alfredo
Alejandro, Lucila
Allen, Janathan
Alves, Jeff
Anson, Wes
Arison, David
Arison, Shari
Ashley, Ray
August, JW
Avner, Malcolm

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B

Babbitt, Bob
Bachelder, Cheryl
Baker, Ron
Ball, Alan
Barter, Art

Founder and CEO of the Servant Leadership Institute

Bartolotta, Vincent, Jr.
Barton, Barry
Bauder, Don*
Bauer, Hank
Benke, Patricia
Berchtold, Ann
Berry Good Night
Bertocci, Bruno
Beutner, Austin
Black, Laurie
Blackwood, Sapphire
Blanchet, Sharon
Blair, Phil
Blair, Ron
Blanchard, Ken
Blocker, Andy
Boot, Sarah
Brahms, David
Brannen, Dru
Brewer, Bob
Brocchni, Rich
Bronner, David
Bronner, Mike
Brooks, Jeff
Brophy, Colleen
Brown, Elly
Bry, Barbara
Burnham, Malin
Bush, Bing
Bush, Corinne
Butler, Kiera
Byzak, Aaron

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C

Cabrera, Gil
Cain, David
Caperino, Frank
Cayan, Dan
Champion-Cain, Gina
Christenson, Lesa
Ciccarelli Lerach, Michelle
Cindrich, Micheal
Clark, Patrick
Clayton, Dave
Coates, Robert
Covey, Steven MR
Cox, John
Crisci, Mary Ann
Cruz, Isabel

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D

Dane, Heather
Davis, Kevin
Day, Rick
Deibler, Mike
DeNoble, Victor
Diamant, Kathi*
Dickins, David
DiBella, Mark
Divona, Joe
Doyle, Larry
Dreesen, Tom
Druck, Ken
Ducey, Jake
Dukakis, Michael
Dunfey, Liam
Dunn-Violin, Gloria
Durso, Leslie

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E

Edwards, Patrick
Elliott, Lane

Senior Vice President of California Republic Bank

Embery, Joan
Emerald, Marti
Empeno, Jessica
Enberg, Dick
Engelhart, Ryland
Eppich, Don

Partner Polito Eppich: CPAs and Business Advisors

Erskine, James
Evans, Emily
Everson, Mark

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F

Fabes, Richard
Farmer Sherman, Laura
Feifel, David
Fejtek, Denise
Fejtek, Paul
Filner, Bob
Finkelstein, Howard
Fitzmaurice, William
Fletcher, Nathan
Ford, Jack
Fox, Heath
Francis, Richard
Franco, Flor
Freedman, Stephen

Head of Investment Strategy at UBS

Frees, David
Freeze, Hudson
Friedman, Budd
Friedrich, Bruce
Fritsch, Jaime
Frye, Donna

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G

Gaines, Rich
Garrett, Anne
Gautreau, Curt

President Cost Segregation Initiatives

Geiger, Brenda

Managing Attorney Geiger Law Office P.C.

  • Brenda Geiger, Expert Estate & Business Planning Attorney
  • Gephart, Tom
    Georgiou, Byron
    Geyser, Russell
    Giannoulas, Ted*
    Gibbs, Daniel
    Gillespie, Wendy
    Gilmer, Martha
    Gilmore, Jennifer
    Gin, Alan
    Gladstone, Bill
    Goldsmith, Ben
    Goldstein, Alex
    Gomes, Tommy
    Gomez, Eric
    Good, Dave
    Green, Donald
    Greenspan, Ralph
    Gregory, Eileen
    Gregory, Phil
    Gros-Daillon, Fritzi
    Gross, Aaron
    Gross, Jerry
    Grushkin, Joel

    San Diego Regional Director of Cost Segregation Initiatives

    Guinn, Susan
    Guthrie, James B.
    Gutman, Jack
    Guttman, Dick

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    H

    Bush, Corinne
    Hamerschalg, Kari
    Hamilton, Suzy
    Hanauer, Nick
    Hanna, Heidi
    Hanson, Felena
    Harrag, Amar
    Harris, Ed
    Harrison, Debbie Marriott
    Haw, Brandon
    Hering, Leendert “Len”
    Hesse, Maria
    Hewitt, Andrew
    Hill, Alice
    Himmel, Miles
    Hoke, Charles
    Holbrook, Dan
    Howard, Harrison
    Hua, David
    Hutchinson, Lorraine
    Hynes, Paul

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    I

    Itkin-Ansari, Pamela

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    J

    Jaccard, Shannon
    Jacobs, Irwin
    Johnson, Heather
    Johnson, Roxanne
    Johnson, Troy

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    K

    Kalanithi, Lucy
    Katz, Mel
    Kearney, Hilary
    Kholsa, Pradeep*
    Kidrick, James
    Kim, Carol
    Kinane, Kathy
    King, Billie Jean
    Kirsch, Jeffery
    Kjaer, BJ
    Klein, Jerry
    Klijn, Leo
    Kling, Carolyn
    Klingensmith, Katie

    Senior Strategist at UBS

    Koch, Greg
    Kogan, Vlad
    Kohan, Rafi*
    Koman, Bill
    Kousser, Thad
    Krinsk, Jeff*
    Kruger, Jason

    President of Signature Analytics

    Kuhle, Lornie
    Kuritz, Antoinette

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    L

    La Rosh,Lyle
    Lamb, Joanne
    Lanouette, William
    Lechner, Ira
    Lederer, Richard
    Lefkowitz, David

    Senior Equity Strategist at UBS

    Lerach, Bill*
    Linehan, John
    Lizerbram, Sol
    Locklear, Gene
    Lombardi, Anthony
    Lorah, Tana

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    M

    MacVean, Dave
    Markevicius, Marius
    Margalit, Jon
    Marston, Jeff
    Martin, Carol
    Martinsen, Jen
    Marx, Bill*
    Mattingly, Doreen
    Matwiyoff, Shannon
    McAllister, Dan
    McBride, Margret
    McLoughlin, Thomas
    McRae, Ted
    Meltzer, David
    Messina, Mike
    Meyers Drysdale, Ann
    Michener, Tara
    Miller, Brett
    Milstein, Marc
    Mitrovich, Geo
    Mix, Ron
    Monaghan, Brian
    Monaghan, Gerri
    Moore, Theresa
    Moris, Marisa
    Morris, Dan
    Morrison, Marcy
    Moxley, Ben
    Mullen, George
    Murray, Scott
    Muindi, Ylfa
    Murray, Walter
    Muth, Robert

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    N

    Neilson, Mark
    Nelson, Bob
    Nelson, John
    Nevin, Alan

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    O

    O’Hara,TJ
    Olson, Carl
    Olten, Carol
    Oppenlander, Richard
    Ostrander, Calla Rose
    Owen, Justine

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    P

    Padar, Jody
    Pagano, Brad
    Paley, Aviva
    Palmer, Paul
    Palumbo, Nicholas
    Panetta, Joe
    Partnoy, Frank
    Peace, Chad
    Peters, Scott
    Pezzoli, Keith
    Phillips, Shaun
    Pierce, Fred
    Piquilloud, Tiffany
    Polito, Paul

    Partner, Polito Eppich: CPAs and Business Advisors

    Powers, Bill
    Potiker, Julie
    Puckett, Sean

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    Q

    Quigley, Rob

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    R

    Rao, Ramesh
    Rathbone, Sarah
    Reichardt, Klaus
    Reid, Greg
    Reiman, Kurt

    Head of Thematic Research Group with UBS

    Richardson, Mike
    Rickles, Don
    Riggs, Dolly
    Rippo, John
    Robbins, Gary
    Rockwell, Eric
    Roddenberry, Rod
    Rojas, Pablo
    Rosebush, James
    Roth, Anthony

    Managing Director of Fund Due Diligence, Portfolio Advisory Group and Wealth Planning teams at UBS

    Rother, Caitlin
    Rowe, Jeffery
    Roybal, Krista
    Rubin, Budd
    Rudie, Dave
    Runyan, Marla
    Ryan, Mike

    Chief Investment Strategist for Wealth Management Americas UBS

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    S

    Sanders, Jerry
    Sarno, Mark
    Savercool, John

    Senior Lobbyist and Managing Director of Political Relationships in Washington for UBS

    Saxon, Fred
    Scarpello, Nick
    Schiff, Matthew
    Schimmel, Scott
    Schubert, Dave
    Scott, Steve
    Sefton, Steven
    Seidler, Peter
    Selhorn, Ryan

    Vice President Signature Analytics

    Senturia, Ethan
    Senturia, Neil
    Severinghaus, Jeff
    Shaw, Paula
    Sheeler, Carl

    Director Berkley Research Group LLC

    Siaosi, Fred
    Shiley, Darlene Marcos*
    Shillinger, Löan
    Siegler, Mitch
    Slater, Mike
    Slater, Scott
    Smarr, Larry*
    Smith, Brian
    Smothers, Dick*
    Snyder, Aaron
    Snyder, Steve
    Sonkin, Alex
    Sorge, Joseph
    Sotzing, Jeff
    Spear, Sean
    Spitzer, Paul
    Spurgin, Andrew
    St. Clair, Michelle
    Staidle, Stephanie
    Staubus, Martin
    Steeg, Jim
    Stehly, Neal

    Executive Vice President, Benefits Department Marrs Maddocks And Associates a Division of Hub International Insurance Inc.

    Stehly, Noel
    Stinson, Melissa
    Stockman, David
    Sutherland, Jamie
    Swanson, Erik
    Sylvia, Paula
    Szekely,Deborah

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    T

    Takei, George
    Tarantino, Allie
    Taub, Bruce
    Tedesco, Denny
    Tentler, Peter
    Thione, Lorenzo
    Timmermeister, Kurt
    Trejo, Ray

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    U

    Urban, Samantha

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    V

    Valeti, Uma
    van Betten, Tom
    Vance, Todd
    VanDiver, Shawn
    Vogel, Erhard

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    W

    Walker, Bree
    Watlington, Trish
    Watkins, Nathan
    Weinstein, Josh
    Weiss, Melvyn*
    Weissberg, Kenny
    Weinfield, Shelita
    Wentworth, Kara
    Wilkerson, Lawerence
    Winslow, Ford
    White, Catt
    White, Jack
    Whittig, Lizzie

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    X

    Currently no guests with a last name beginning with “X”
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    Y

    Yaeger, Norma
    Yanov, Christopher
    Yates, Dan
    Young, Chris

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    Z

    Ziegenfuss, Val
    Zien, Sam

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