CFA Institute has partnered with SpeakerHub to help member societies identify and recruit potential speakers for educational programs.
The Society Speaker Directory is for the exclusive use of member societies.
Engaging, dynamic speaker with success in high-stakes business environments; global experience
Philip is a compelling speaker on tax, wealth management and family business governance issues
I combine years of professional experience with original insights, great energy and engaging style.
As founder of The Wall Street Coach, with coaches in the U.S., U.K., Germany & Dubai, I am a trusted
Engaging and funny, although not always intentionally so
Since 2006, I have made roughly 80 presentations to over 50 CFA Institute Member Societies globally.
My experience as an plan sponsor, consultant, and educator allows me to connect to a broad audience
Expertise in finance, climate change & sustainable development. Bridging the gap between these areas
"Bobby has been an outstanding panelist, speaker, and connector for all members of our network!"
Built a unique financial services innovation platform & network that leverages your competitiveness.
15+ years presenting to top executives. My keynotes help to develop more globally aware leaders.