CEU Program - Module One Bios / Slide Decks
Retirement Insecurity 2021—Americans’ Views of Retirement

Tyler Bond
Research Manager

National Institute on Retirement Systems (NIRS)

Presentation Slides

Tyler Bond is the research manager for the National Institute on Retirement Security. He works with the executive director to plan all NIRS research products. Since joining NIRS, Bond has co-authored a number of research reports and issue briefs on various topics relating to retirement security. He has also spoken at multiple conferences about NIRS research and has testified before policymakers.

Previously, Bond spent four years at the National Public Pension Coalition, where he directed the research program and authored six original research reports. He has also held positions on Capitol Hill and at the Center on Budget and Policy Priorities.

Bond holds a B.A. in political science and philosophy from Indiana University and an M.A. in public policy from The George Washington University. He is a member of the National Academy of Social Insurance.

US Demographics: Not all Doom & Gloom

Jeffrey Schulze, CFA
Director, Investment Strategist
ClearBridge Investments

Presentation Slides

Jeffrey is an Investment Strategist and oversees capital market and economic research, contributing thought leadership on these topics that is frequently quoted in the financial media, including the Wall Street Journal, CNBC and CNN. He joined ClearBridge Investments in 2014 and has 16 years of investment industry experience. Prior to joining ClearBridge, Jeffrey was a Portfolio Specialist at Lord Abbett & Co., LLC. He received a BS in Finance from Rutgers University. He is a member of the CFA Institute.

FPPTA Economic Overview

Ron Insana
Senior Advisor


A financial journalist who stands alone among his peers in having the experience of working for and running his own hedge fund, Ron Insana offers clear, unvarnished insights on the ever-changing status of the economy. Currently host of a nationally-syndicated daily radio updates and a senior analyst and commentator for CNBC, Insana has access to all of the top financial players in Washington and on Wall Street and translates the market signals and political maneuvers into information everyone understands. His hands-on experience in the financial industry—through some of the markets’ most turbulent times—give an added depth of perspective that few analysts can match. He offers practical advice on what individuals and businesses can and should do now to protect what you have and to find opportunities in any type of market condition. Insana is the author of Traders’ Tales, The Message of the Markets, TrendWatching and most recently How to Make a Fortune from the Biggest Bailout in U.S. History: A Guide to the 7 Greatest Bargains from Main Street to Wall Street. Ron Insana is a contributor to CNBC and MSNBC, where he discusses the most pressing economic and market issues of the day. He also delivers The Market Scoreboard Report to radio stations around the country. He has written for Money magazine and USA Today and has hosted two nationally syndicated radio programs. For over three decades, Insana has been a highly respected business journalist who began his career at the Financial News Network in 1984 and joined CNBC when FNN and CNBC merged in 1991. He has written four books about Wall Street, focusing on its history, its meaning to Main Street and its culture. From 2006-2008, Insana was CEO of Insana Capital Partners, an alternative asset manager. In addition, Insana served briefly as a managing director at Steve Cohen’s SAC Capital, now known as Point72 Asset Management. Insana was named one of the “Top 100 Business News Journalists of the 20th Century” and was nominated for a news and documentary Emmy for his role in NBC’s coverage of 9/11.

Alicia Levine, PhD
Managing Director
Chief Strategist
BNY Mellon Investment Management

Alicia Levine is the Chief Strategist and Managing Director at BNY Mellon Investment Management. She is one of the firm’s most authoritative voices for market analysis and compelling investment outlook. Alicia provides frequent, insightful and timely market commentaries along with original content that translates complex economic concepts into actionable investment strategy and portfolio decisions. She identifies macro themes, policy choices, and economic factors that affect global asset classes and is the go-to person for client-facing economic analysis and market strategy.

Alicia is a regular on-the-record source, live broadcast commentator and breaking news analyst for a variety of media outlets including Associated Press, Barron’s, Bloomberg, CNBC, CNN, Financial Times, Fox Business News, New York Times, Reuters, Wall Street Journal, Washington Post, and Yahoo! Finance. She has also been the cover feature on Kiplinger’s annual “Where to Invest” issue.

Alicia joined the firm in 2016 from Angelo, Gordon and Co., the multi-strategy alternative asset manager, where she was the Director of Communications. Previously, she was a research analyst and then portfolio manager at Bentley Capital Management where she invested in public equities and built long/short portfolios for clients.

Alicia received her B.A. from Brown University and earned M.A. and Ph.D. degrees from the University of Chicago. In addition, she was awarded a pre-doctoral fellowship from Stanford University, a post-doctoral fellowship from Harvard University and a research fellowship from the Hoover Institution. Alicia is a member of the Investment Committee for the National Academy of Design.

David Lebovitz
Global Market Strategist
JP Morgan Asset Management

David M. Lebovitz, Executive Director, is a Global Market Strategist on the J.P. Morgan Asset Management Global Market Insights Strategy Team. In this role, David is responsible for delivering timely market and economic insights to clients across the country. David helped build the Market Insights program in the United Kingdom and Europe, has appeared on both Bloomberg TV and CNBC, and is often quoted in the financial press.

David first joined J.P. Morgan in 2010. Prior to joining the firm, he was a Research Analyst at Kobren Insight Management.

David obtained a B.A. in Political Science and Philosophy, with a concentration in Leadership Studies, from Williams College in 2009. He earned a dual-MBA degree from Columbia University and London Business School in 2015.