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Seasoned practitioner: 30 y in Wealth Mgmt | Asset Mgmt | Insurance | Consulting | Search
Unique stories of perseverance & success, inspiring people to adopt fresh ideas for self improvement
Extensive experience speaking to a variety of global audiences about ethics and ethical behavior.
Top survey scores e.g. 76% 4/4, 23% 3/4 & "brilliant...motivating" from recent exec audience of 100+
Cross border M&A. Career development and Chinese Asset management industry.
Unique insight on investment governance
Want your audience on the edge of their seats in amazement, and learn how to acquire new habits?
"Bobby has been an outstanding panelist, speaker, and connector for all members of our network!"
Asset management for financial results and social impact
As Head of Responsible Investing, I assist clients in creating portfolios that make sense for them.
Experienced practitioner in corporate governance, disciplinary review, and responsible investment.
Experienced senior investment leader with expertise in talent and the attributes of top performers