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

Barton, Barry
Bauder, Don
Bauer, Hank
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
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
Durso, Leslie

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E

Edwards, Patrick
Elliott, Lane

Senior Vice President of California Republic Bank

Embery, Joan
Emerald, Marti
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.

Gephart, Tom
Georgiou, Byron
Geyser, Russell
Giannoulas, Ted*
Gibbs, Daniel
Gillespie, Wendy
Gilmer, Martha
Gilmore, Jennifer
Gin, Alan
Gladstone, Bill
Goldsmith, Ben
Gomes, Tommy
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
Gutman, Jack
Guttman, Dick

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H

Bush, Corinne
Hamerschalg, Kari
Hamilton, Suzy
Hanauer, Nick
Hanna, Heidi
Harrag, Amar
Harris, Ed
Harrison, Debbie Marriott
Haw, Brandon
Hering, Leendert “Len”
Hesse, Maria
Hewitt, Andrew
Hill, Alice
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
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
Lederer, Richard
Lefkowitz, David

Senior Equity Strategist at UBS

Lerach, Bill*
Linehan, John
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
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
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
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
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
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
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

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W

Watlington, Trish
Watkins, Nathan
Weinstein, Josh
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

Zien, Sam

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