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.
I make technological disruption accessible and relevant to diverse audiences.
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
Passionate, capable, & entertaining speaker, able to readily connect with audiences on varied topics
"Bobby has been an outstanding panelist, speaker, and connector for all members of our network!"
My passion is simplifying the complex world of money.
Conversations matter: if we are what we say, what do our interactions say about us? Let's find out.
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