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.
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.
Passionate, capable, & entertaining speaker, able to readily connect with audiences on varied topics
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!"
My passion is simplifying the complex world of money.
Experienced Fintech Investor, Scholar, Advisor
Conversations matter: if we are what we say, what do our interactions say about us? Let's find out.
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.
I cover the latest in global investing including ETFs, alternative investments & fintech/wealthtech
Our work creates high-functioning, empowered cultures of effective leadership in any organization.