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.
Relentless passion for learning, sharing information & helping people make more informed decisions.
Known for helping investors make better decisions through improving their processes and behaviors
I am a dynamic speaker who can take serious financial services topics and make people get excited!
Keen insights from a thought leader. "gifted translator" & veteran observer of the UHNW market.
I combine years of professional experience with original insights, great energy and engaging style.
Experienced, high energy investment professional with 35 years front line experience in strategy dev
"Bobby has been an outstanding panelist, speaker, and connector for all members of our network!"
I bridge the gap between executives and their sons. Google my name to see what I've done.
How insight meditation intensifies concentration, reduces stress and enlivens professional ethics.
Experienced practitioner in corporate governance, disciplinary review, and responsible investment.
Experienced senior investment leader with expertise in talent and the attributes of top performers