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.
Former top-ranked equity research analyst with 10 years of training analysts
Philip is a compelling speaker on tax, wealth management and family business governance issues
Helping professional & self-directed investors make better investment & wealth management decisions.
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.
I love to share positive global insights into how smart women think and act about money!
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.
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!"
Entrepreneurial leader and expert in the areas of Quant Finance, Data Science, AI, ML and Fintech
CFA. Trainer. Mentor. Columnist. Podcaster. Mountaineer. Talks on leadership, skill gaps, careers.
15+ years presenting to top executives. My keynotes help to develop more globally aware leaders.
Relentless passion for learning, sharing information & helping people make more informed decisions.