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
Seasoned practitioner: 30 y in Wealth Mgmt | Asset Mgmt | Insurance | Consulting | Search
Extensive experience speaking to a variety of global audiences about ethics and ethical behavior.
Energy. Edutainment. Making the complex simple: Finance topics, Business Ethics, Career Planning +
Top survey scores e.g. 76% 4/4, 23% 3/4 & "brilliant...motivating" from recent exec audience of 100+
Presentations based on rigorous studies, delivered in jargon-free language leavened by humor
I explore markets & investing in the context of history, politics, game theory and philosophy.
"Bobby has been an outstanding panelist, speaker, and connector for all members of our network!"
Entrepreneurial leader and expert in the areas of Quant Finance, Data Science, AI, ML and Fintech
Weekly policy expert and market commentator on Fox Business, CNN, Bloomberg, CNBC, Cheddar, Yahoo.
15+ years presenting to top executives. My keynotes help to develop more globally aware leaders.