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.
My experience as an plan sponsor, consultant, and educator allows me to connect to a broad audience
Conversations matter: if we are what we say, what do our interactions say about us? Let's find out.
Passionate, capable, & entertaining speaker, able to readily connect with audiences on varied topics
15+ years presenting to top executives. My keynotes help to develop more globally aware leaders.
Philip is a compelling speaker on tax, wealth management and family business governance issues
Professor Campbell R.
I combine years of professional experience with original insights, great energy and engaging style.
Since 2006, I have made roughly 80 presentations to over 50 CFA Institute Member Societies globally.
"Bobby has been an outstanding panelist, speaker, and connector for all members of our network!"
Expertise in finance, climate change & sustainable development. Bridging the gap between these areas
My passion is simplifying the complex world of money.
I cover the latest in global investing including ETFs, alternative investments & fintech/wealthtech