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.
My passion is to promote ethics and responsibilities. My goal is to provoke meaning dialogue.
National speaker on retirement income planning topics.
Helping professional & self-directed investors make better investment & wealth management decisions.
Seasoned practitioner: 30 y in Wealth Mgmt | Asset Mgmt | Insurance | Consulting | Search
Mythbuster. Why the financial services industry has been failing their clients and what can be done
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.
To learn from my practical research ideas on ESG investing and Responsible/Impact investing
13+ years of experience as an investment manager and researcher esp. focusing on emerging markets
"Bobby has been an outstanding panelist, speaker, and connector for all members of our network!"
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
CFA. Trainer. Mentor. Columnist. Podcaster. Mountaineer. Talks on leadership, skill gaps, careers.