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.
National speaker on retirement income planning topics.
Philip is a compelling speaker on tax, wealth management and family business governance issues
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
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!"
Entrepreneurial leader and expert in the areas of Quant Finance, Data Science, AI, ML and Fintech
Expert opinion on factor investing, liability-driven/goal-based investing and sustainable investing
Inspirational, engaging, motivational, and informational speaking style on a key topic - investing.