Arlen Meyers, MD, MBA

Professor emeritus of otolaryngology, dentistry, and engineering​ and President and CEO of the Society of Physician Entrepreneurs.

Arlen is a professor emeritus of otolaryngology, dentistry, and engineering at the University of Colorado School of Medicine and the Colorado School of Public Health and President and CEO of the Society of Physician Entrepreneurs at www.sopenet.org . He has created several medical device and digital health companies with various degrees of success. His primary research centers around biomedical and health innovation and entrepreneurship and life science technology commercialization.

He consults for and speaks to companies, governments, colleges and universities around the world who need his expertise and contacts in the areas of bio entrepreneurship, bioscience, healthcare, healthcare IT, medical tourism — nationally and internationally, new product development, product design, and financing new ventures.

A former Harvard-Macy fellow in 2010 he completed a Fulbright at Kings Business, the commercialization office of technology transfer at Kings College in London. Recent publications include “Building the Case for Biotechnology,” “Optical Detection of Cancer”, and ” The Life Science Innovation Roadmap”. He is also an associate editor of the Journal of Commercial Biotechnology and Technology Transfer and Entrepreneurship and Editor-in-Chief of Medscape Reference: Otolaryngology-Head and Neck Surgery.

in addition, he is a faculty member at the University of Colorado Denver Graduate School and Directs the Program in Biomedical Entrepreneurship at the Jabs Center for Entrepreneurship at the University of Colorado Denver Business School and an iCorps participant and trainer

He is the Chief Medical Officer at www.bridgehealth.com and www.cliexa.com

He is honored to be named by Modern Healthcare as one of the 50 Most Influential Physician Executives of 2011 and nominated in 2012 and Best Doctors 2013.

Jonathan A. Mintz

Estate planning, long-term trust design & implementation, asset protection and strategic international tax planning

Jonathan A. Mintz is a Partner in the national law firm of Evergreen Legacy Planning, LLP,with offices in Newport Beach, California, and Evergreen, Colorado. Evergreen Legacy Planning provides services in the areas of estate planning, asset protection, business planning, and tax planning for both U.S. and non-U.S. persons. Jonathan frequently develops integrated asset protection, estate, business, charitable and income tax planning solutions that offer increased protection, peace of mind, and significant tax savings to families and business owners throughout the world.
An Adjunct Faculty at Chapman University Fowler School of Law (a “Top School” according to the 2015 U.S. News and World Report rankings), Jonathan teaches Estate Planning for law and masters in taxation students. He is also past Chairman of the Orange County Branch of the Society of Trusts and Estates Practitioners (STEP), where he oversees the branch’s operations,including an Annual Institute in collaboration with UCLA School of Law in Newport Beach.
Previously, Jonathan was a partner in the Costa Mesa, California firm of Matsen Voorhees Mintz LLP, and before that he served as Chief Operating Officer for WealthCounsel, LLC where he oversaw operations of the nation’s premier support organization for thousands of estate and business planning attorneys nationwide. He was also instrumental in the creation of The Advisors Forum, a national interdisciplinary membership organization that helps all disciplines of wealth planning professionals work together more productively for the benefit of their clients.

Jonathan has served on the editorial board for several treatises, and he has either authored or co-authored articles appearing in the wealth planning industry’s most prestigious publications,including Estate Planning Journal, the AICPA’s The Tax Adviser, and the Journal of Financial Service Professionals, among others. In his 25+ years of practice, Jonathan has taught thousands of professionals, including lawyers, CPAs, financial advisers and fiduciaries, and he is a sought-after national speaker on all areas of sophisticated wealth planning.

http://www.evergreenlegacyplanning.com

Daniel Zurbruegg, CFA

Managing Partner & Chief Executive Officer, BFI Infinity Inc. wealth advisory in Zurich, Switzerland

Daniel Zurbruegg is a managing partner of BFI Infinity and, as Chief Executive Officer (CEO), signs responsible for the executive management of the firm. Prior to that, Mr. Zurbruegg had founded and managed Swiss Infinity Global Investments GmbH, an independent investment advisor that merged with BFI Wealth Management (International) Inc. to form BFI Infinity. Mr. Zurbruegg was the Head Asset Manager for a private bank in Zurich, where he and his team managed the bank’s private client portfolio with total value of US$1.2 billion. His focus was on global asset management and asset protection. Prior to that, he was a Treasury Manager for Kraft Foods / Altria Group, focusing on foreign exchange management and global investments, and Compagnie Financière Richemont AG. Mr. Zurbruegg also managed institutional money for Richemont, which belongs to the Rupert family of companies. He completed his business studies in Switzerland and later earned his CFA charter.​

https://www.bfiwealth.com

Howard W. Neiswender

Attorney, Shareholder at Sirote & Permutt law firm.

Howard provides comprehensive wealth planning for individuals and business owners. Representative work includes the use of innovative tax planning strategies and working with business owners to coordinate their business planning and their personal planning. Howard also works with U.S. and foreign individuals and businesses in all areas of international planning.

Recognition

  • The Best Lawyers in America©
    • Trusts and Estates, 2007-18
    • Tax Law, 2011-18
  • AV-Preeminent, Martindale-Hubbell® Peer Review Rating

Organizations

  • Society of Financial Service Professionals
  • Financial Planning Association (North Alabama Chapter)
  • Trust and Estate Practitioner, Society of Trust & Estate Practitioners
  • Family Firm Institute
  • American Bar Association
    • Real Property & Probate Section
    • Tax Section
  • Alabama State Bar
  • Birmingham Bar Association

Thought Leadership

  • Assists US and Non-US citizens and businesses in the area of international planning
  • Former Head of Planning for a national wealth advisory firm
  • Certified Financial Planner®
  • Estate Planning Law Specialist
  • Former Adjunct Professor, University of Alabama School of Law, LL.M in Taxation program
  • Former Instructor, American Institute of Certified Public Accountants

https://www.sirote.com

Sune Hojgaard Sorensen

Founder Librarium Associates

SHSpic

Mr. Sune Hojgaard Sorensen founded Librarium Associates as a vehicle from which to explore the world, drawing on; his varied experiences around the globe, his intellectual curiosity, a driven pursuit of variant perceptions from a wide array of sources, a deep bench of diverse contacts across continents and industries and over fifteen years of experience in the investment industry in a multitude of roles and across asset classes, in order to consistently be able to provide unique insights that frame path probabilities, developments and future trends into clear and defined ideas that in turn enable sophisticated investors to make superior decisions.

Mr. Hojgaard Sorensen is an Advisory Board Member of our partners at BFI Capital Group (www.bficapital.com). Where he works with this distinguished group of individuals on matters pertaining to identifying global risks and opportunities and distilling investable insights for the development of long term investment strategies for a select group of global accredited investors.

https://www.librariuminsights.com