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Ivan Gelfand
"Economic Futurist"
Ivan Gelfand Expertise: Business • Economy • Finance
Fee Range: $5,000 to $10,000
Location: Ohio
Ivan Gelfand is frequently known as the "Father of Institutional Cash Management". With his entrepreneurial talents and his investment expertise, he formed two successful money management companies, which were sold to Prudential Securities, Inc,; and Fifth Third Bank, respectively.

Mr. Gelfand is currently advising and consulting, with money managers, corporations, banks and individual clients, on money management and macroeconomics. He is a professional public speaker.

He works with law firms as an expert witness; jury consultant; and trial consultant in financial cases, primarily dealing with securities and related subjects.
Mr. Gelfand is a highly sought after speaker, lecturer and instructor. His appearances have taken him from coast to coast and to Hawaii. He has guest lectured at Florida Atlantic University, John Carroll University, Case Western Reserve University and Baldwin-Wallace University, on investments and money management at the graduate and doctoral levels.

In addition, Mr. Gelfand hosted a local, successful and very popular, weekly radio talk show "Financial Week in Review". He is, and has been, a regular guest on Cleveland’s Fox 8 television; Cleveland’s WEWS television, channel 5; and Cleveland’s WKYC television, channel 3. Mr. Gelfand is a frequent guest on national and local radio and television panel shows. He is regularly interviewed for newspaper and magazine articles.

Mr. Gelfand authors articles for local and national publications. He was the money market columnist for the "National Thrift News”, a savings institution publication. He co-authored two global investment newsletters for the thrift industry, corporations and individuals. He currently authors a monthly economic and investment newsletter, soon to be weekly. Mr. Gelfand produced a series of financial television vignettes shown across the United States. He authored a book –“YourMoneyYourFuture”™ released in October, 2004, and available in all major book stores in the United States and on Amazon.com.

Mr. Gelfand’s is an active community leader. He is past President of the Cleveland Business Economist Club; and he is listed in the Marquis’ “Who’s Who in the World”; “Who’s Who in America”; Who’s Who in the Midwest”; and “Who’s Who in the Finance”.

Mr. Gelfand is a graduate of Miami University, Oxford, Ohio and the Columbia University School of Banking. He attended the Case-Western Reserve University graduate school.

Programs and brief descriptions:
  • Business Financial Planning and Forecasting
    Ivan Gelfand is available as an advisor for business planning sessions. In his consulting capacity, Mr. Gelfand offers his business planning expertise in these sessions or assists in developing them. Duration of such engagements can be a single day or several days.

  • Audiences & Events that "Profit" from Ivan's Expertise
    Ivan is available as a keynote, breakfast or luncheon speaker, workshop facilitator, guest lecturer and "visiting professor". His expertise at clarifying complex topics and delivering dynamic Q & As make Ivan the perfect speaker for a wide range of audiences:
    • Bankers
    • Business and Investment Professionals
    • Bar Associations
    • Retiree Organizations
    • Women's Groups
    • Medical Audiences
    • College Audiences
  • Ivan Will Customize a Presentation to Your Needs
    Ivan delivers up-to-the-minute information on topics that concern your audience, which may include:
    • Economic trends & forecasting
    • Investing in a volatile stock market
    • Institutional finance
    • Interest rates
    • Retirement planning
    • Investing on a fixed income
    • Estate planning
    • Saving for tuition
    • Credit & debt consolidation
Client Testimonials:
"Few people in the media have the grasp on personal finance and the economy as well as the ability to explain it in everyday terms the way Ivan does."
-- Steve Forbes, Editor in Chief, Forbes, Inc.

"Ivan certainly knows how the economy and the financial markets operate. And he can explain it too. This is a rare combination."
-- Delos Smith, Senior Business Analyst, The Coference Board

Stock Markets to Rally?
Economic Wind Changing?

Book:Money Of The Future Author:Ivan Gelfand
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