The Writing Is On the Wall: Wealth Protection in Today's Environment

The Discussants

Moderator
Professor Lewis Spellman
McCombs School of Business
www.theSpellmanReport.com
Professor Lew Spellman teaches financial markets at the UT McCombs School of Business. His courses analyze economic and policy developments as they relate to financial market pricing. His on-going assessments are found on TheSpellmanReport.com . His experience outside of academia includes Assistant to the Chairman of the President’s Council of Economic Advisors, Economist with the Federal Reserve Board, and Investment Committee member with insurance companies and investment management firms. He holds US patents relating to the inflation adjusting bond such as the Treasury TIP.

Daniel Zurbrügg, Principal
Swiss Infinity Global Investments
Zurich, Switzerland
Born and educated in central Switzerland, Daniel has extensive banking and investment experience over the past twenty years. Daniel and his team at Swiss Infinity provide their clients with turnkey solutions for international investment diversification. Previous experience includes Head Asset Manager for a private bank in Zurich at which he and his team managed the bank’s private client portfolios with $1.2 billion in market value, foreign exchange management and global investments for Kraft Foods / Altria Group and institutional manager for Richemont, of the Rupert family of companies. Chartered Financial Analyst.

Michael H. Ripp, Jr., Partner
Giordani, Swanger, Ripp & Phillips, LLP
Austin, Texas
Mr. Ripp, a partner in the law firm of Giordani, Swanger, Ripp & Phillips, LLP, represents high net worth individuals and family offices in the design, implementation, and administration of domestic and international trust, investment, and life insurance structures, including the tax planning and compliance aspects of such structures. He is Board Certified in Estate Planning and Probate by the Texas Board of Legal Specialization and is a Fellow of the Texas Bar Foundation. Mr. Ripp graduated from Washington University School of Law after receiving his BBA in Business Analysis (Management Information Systems) from Texas A&M; University.

Keith Schnelle
Financial Planner, CFP
Solutia Global, LLC, Principal
Austin, Texas
In his role as an independent Certified Financial Planner™ practitioner, Keith is a personal advisor for high net-worth U.S. citizens and resident nationals in virtually all aspects of their financial lives. He currently focuses on implementing proven wealth and asset protection strategies for sovereign minded clients seeking global wealth diversification. Keith Holds a BBA degree from Rice University in Economics and Business Management.