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.
Engaging, dynamic speaker with success in high-stakes business environments; global experience
Philip is a compelling speaker on tax, wealth management and family business governance issues
I combine years of professional experience with original insights, great energy and engaging style.
As founder of The Wall Street Coach, with coaches in the U.S., U.K., Germany & Dubai, I am a trusted
Engaging and funny, although not always intentionally so
Passionate, capable, & entertaining speaker, able to readily connect with audiences on varied topics
It's all about leadership!
Since 2006, I have made roughly 80 presentations to over 50 CFA Institute Member Societies globally.
"Bobby has been an outstanding panelist, speaker, and connector for all members of our network!"
Built a unique financial services innovation platform & network that leverages your competitiveness.
15+ years presenting to top executives. My keynotes help to develop more globally aware leaders.