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.
My passion is to promote ethics and responsibilities. My goal is to provoke meaning dialogue.
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
After more than 1000 speaking engagements globally, I am passionate for inspiring new ideas
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.
Passionate, capable, & entertaining speaker, able to readily connect with audiences on varied topics
1. Original thinker.
2. Won awards for teaching.
3. Seasoned leader.
To learn from my practical research ideas on ESG investing and Responsible/Impact investing
"Bobby has been an outstanding panelist, speaker, and connector for all members of our network!"
My passion is simplifying the complex world of money.
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.
Expert opinion on factor investing, liability-driven/goal-based investing and sustainable investing
15+ years presenting to top executives. My keynotes help to develop more globally aware leaders.